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 |
|---|---|---|---|---|---|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
9,720
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2020
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
9,700
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.14%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,667
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
9,631
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,629
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
9,619
shares
|
$1.12 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,581
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
9,526
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
9,494
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
9,492
shares
|
$1.11 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
9,477
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
9,446
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
9,440
shares
|
$1.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
9,396
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
9,361
shares
|
$1.09 Million
0.45% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,266
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
9,207
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
9,174
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
9,157
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,153
shares
|
$1.07 Million
0.31% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
9,120
shares
|
$1.07 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
9,091
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,072
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
9,058
shares
|
$1.06 Million
0.64% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
9,025
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.1%
|