Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,539 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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,228
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
15,037
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
14,986
shares
|
$1.71 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,951
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 299.12%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
14,940
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Reduced 85.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
14,939
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,593
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 66.11%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
14,561
shares
|
$1.66 Million
0.25% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
14,522
shares
|
$1.66 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
14,475
shares
|
$1.65 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,462
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
14,420
shares
|
$1.65 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
14,293
shares
|
$1.63 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
14,200
shares
|
$1.62 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
14,170
shares
|
$1.62 Million
0.23% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
14,139
shares
|
$1.61 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,121
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
13,975
shares
|
$1.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,899
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
13,899
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
13,833
shares
|
$1.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
13,755
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
13,720
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 412.9%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
13,715
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
13,664
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.52%
|