Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,474 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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,981
shares
|
$1.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
9,966
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
9,958
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
9,938
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
9,931
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
9,925
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,826
shares
|
$1.07 Million
0.45% of portfolio
|
Q1 2024
Added 20.27%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
9,819
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
9,769
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
9,720
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2020
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
9,700
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 94.71%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,650
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
9,645
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
9,604
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
9,574
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,565
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
9,510
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
9,494
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
9,477
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
9,460
shares
|
$1.03 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,458
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
9,382
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 218.68%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
9,221
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
9,212
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|