Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,473 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 |
|---|---|---|---|---|---|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
13,817
shares
|
$1.48 Million
2.43% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
13,738
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
13,721
shares
|
$1.47 Million
0.26% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
13,701
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
13,668
shares
|
$1.47 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
13,340
shares
|
$1.43 Million
0.72% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
13,333
shares
|
$1.43 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
13,288
shares
|
$1.43 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
13,254
shares
|
$1.42 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
13,106
shares
|
$1.41 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,099
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
13,068
shares
|
$1.4 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,016
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,956
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,954
shares
|
$1.39 Million
0.12% of portfolio
|
Q4 2024
Reduced 27.1%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
12,935
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,884
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
12,841
shares
|
$1.38 Million
0.27% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,811
shares
|
$1.37 Million
0.23% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
12,801
shares
|
$1.37 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
12,800
shares
|
$1.37 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
12,730
shares
|
$1.37 Million
0.98% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,682
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.25%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
12,636
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2023
Reduced 19.19%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,601
shares
|
$1.35 Million
0.32% of portfolio
|
Q4 2024
Added 17.95%
|