Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,542 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,772
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,685
shares
|
$1.95 Million
0.14% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,624
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16,533
shares
|
$1.93 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
16,513
shares
|
$1.93 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
16,453
shares
|
$1.92 Million
0.81% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,398
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,386
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
16,377
shares
|
$1.91 Million
0.99% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
16,141
shares
|
$1.89 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,120
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
16,093
shares
|
$1.88 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,048
shares
|
$1.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
15,901
shares
|
$1.86 Million
0.48% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
15,825
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
15,751
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
15,719
shares
|
$1.84 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,695
shares
|
$1.83 Million
0.54% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
15,634
shares
|
$1.83 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,617
shares
|
$1.82 Million
0.24% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,605
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2023
Added 2.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,518
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,384
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
15,302
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,228
shares
|
$1.78 Million
0.19% of portfolio
|
Q2 2025
Added 4.49%
|