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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
11,575
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,538
shares
|
$1.35 Million
0.13% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,446
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
11,400
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
11,382
shares
|
$1.33 Million
0.3% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
11,372
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 87.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
11,359
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
11,325
shares
|
$1.32 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,296
shares
|
$1.32 Million
0.06% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
11,289
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,267
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,226
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
11,225
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
11,220
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
11,177
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
11,137
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
11,068
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
11,050
shares
|
$1.29 Million
0.54% of portfolio
|
Q1 2025
Added 53.15%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
11,009
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
10,966
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
10,933
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
10,914
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
10,901
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,872
shares
|
$1.27 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
10,767
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 2.99%
|