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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
11,570
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
11,408
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
11,400
shares
|
$1.22 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
11,382
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,381
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
11,333
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
11,327
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
11,319
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
11,295
shares
|
$1.21 Million
0.47% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,267
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
11,259
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,226
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
11,220
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
11,197
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Added 10877.45%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
11,173
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
11,129
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.98%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
11,084
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
11,052
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 98.77%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
11,006
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,984
shares
|
$1.18 Million
0.29% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,936
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,933
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
10,913
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
10,908
shares
|
$1.17 Million
0.55% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Feb 14, 2025 Q4 2024 |
10,837
shares
|
$1.16 Million
0.62% of portfolio
|
Q4 2024
Reduced 18.91%
|