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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
13,509
shares
|
$1.58 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,357
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
13,352
shares
|
$1.56 Million
0.52% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
13,340
shares
|
$1.56 Million
0.72% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
13,314
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
13,215
shares
|
$1.54 Million
2.6% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
13,179
shares
|
$1.54 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
13,121
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 63.71%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,071
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,016
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,956
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.26%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,935
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
12,869
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Added 427.63%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
12,845
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
12,834
shares
|
$1.5 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
12,800
shares
|
$1.5 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
12,756
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 82.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
12,704
shares
|
$1.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
12,636
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2023
Reduced 19.19%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,601
shares
|
$1.47 Million
0.32% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
12,562
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
12,547
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
12,515
shares
|
$1.46 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
12,486
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
12,447
shares
|
$1.45 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.03%
|