Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,437 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
905,435
shares
|
$94 Million
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
899,920
shares
|
$93.4 Million
0.09% of portfolio
|
Q3 2024
Added 42.68%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
809,147
shares
|
$84 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
780,980
shares
|
$81.1 Million
0.04% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
744,563
shares
|
$77.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
665,019
shares
|
$69 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
623,709
shares
|
$64.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
585,903
shares
|
$60.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
579,792
shares
|
$60.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
572,765
shares
|
$59.5 Million
0.46% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
518,181
shares
|
$53.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
515,366
shares
|
$53.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
512,735
shares
|
$53.2 Million
0.06% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
509,218
shares
|
$52.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
498,263
shares
|
$51.7 Million
1.91% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
492,656
shares
|
$51.1 Million
0.11% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
487,140
shares
|
$50.6 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
431,589
shares
|
$44.8 Million
0.02% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
424,828
shares
|
$44.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
395,012
shares
|
$41 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
394,338
shares
|
$40.9 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
392,250
shares
|
$40.7 Million
0.83% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
385,002
shares
|
$40 Million
0.11% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
375,916
shares
|
$39 Million
0.44% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
344,951
shares
|
$35.8 Million
0.04% of portfolio
|
Q3 2024
Added 4.07%
|