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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,751
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
10,750
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,748
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 71.45%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
10,672
shares
|
$1.25 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
10,637
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
10,590
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
10,579
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
10,528
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,402
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,393
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
10,365
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,349
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 92.36%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
10,254
shares
|
$1.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
10,123
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 69.76%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,121
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,069
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
10,009
shares
|
$1.17 Million
0.43% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
9,902
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,900
shares
|
$1.16 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,884
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,826
shares
|
$1.15 Million
0.45% of portfolio
|
Q1 2024
Added 20.27%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,786
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,782
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
9,759
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 67.37%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
9,720
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2020
New holding
|