Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,472 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
17,128
shares
|
$1.83 Million
0.29% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
17,022
shares
|
$1.82 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
16,826
shares
|
$1.8 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
16,780
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
16,682
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
16,624
shares
|
$1.78 Million
0.17% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
16,536
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
16,395
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
Added 63.52%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
16,377
shares
|
$1.75 Million
0.99% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
16,376
shares
|
$1.75 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
16,341
shares
|
$1.75 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
16,203
shares
|
$1.73 Million
0.21% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,178
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
16,138
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,112
shares
|
$1.72 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
16,055
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
16,026
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Added 252.45%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
15,970
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,944
shares
|
$1.7 Million
0.62% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,933
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
15,892
shares
|
$1.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
15,864
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
15,840
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
15,719
shares
|
$1.68 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,605
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2023
Added 2.27%
|