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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,419
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
12,310
shares
|
$1.44 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,307
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
12,288
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Added 43.4%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
12,237
shares
|
$1.43 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
12,147
shares
|
$1.42 Million
1.42% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,127
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,125
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
12,100
shares
|
$1.41 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
12,088
shares
|
$1.41 Million
0.57% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
12,030
shares
|
$1.41 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
12,000
shares
|
$1.4 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
11,971
shares
|
$1.4 Million
0.69% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
11,876
shares
|
$1.39 Million
0.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
11,837
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,797
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
11,761
shares
|
$1.37 Million
0.37% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,759
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
11,722
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
11,711
shares
|
$1.37 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,671
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
11,669
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
11,641
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,616
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11,593
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.55%
|