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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
8,137
shares
|
$950,645
0.01% of portfolio
|
Q1 2025
Added 31.84%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,122
shares
|
$948,893
0.07% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
8,120
shares
|
$948,659
0.21% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Apr 25, 2025 Q1 2025 |
8,116
shares
|
$948,192
0.74% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,086
shares
|
$944,687
0.06% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
8,041
shares
|
$939,430
0.02% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
8,033
shares
|
$938,495
0.16% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
8,027
shares
|
$937,794
0.14% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,013
shares
|
$936,158
0.02% of portfolio
|
Q1 2025
Reduced 91.0%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
7,959
shares
|
$929,849
0.29% of portfolio
|
Q2 2025
Added 47.99%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,954
shares
|
$929,265
0.0% of portfolio
|
Q1 2025
Reduced 66.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
7,923
shares
|
$925,644
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
7,908
shares
|
$923,891
0.47% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,907
shares
|
$923,774
0.02% of portfolio
|
Q1 2025
Added 30.18%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
7,901
shares
|
$923,073
1.02% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,871
shares
|
$919,568
0.17% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
7,842
shares
|
$916,180
0.08% of portfolio
|
Q1 2025
Reduced 81.55%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
7,840
shares
|
$915,947
0.02% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,811
shares
|
$912,559
0.01% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,781
shares
|
$909,054
0.09% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,755
shares
|
$906,016
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,713
shares
|
$901,109
0.02% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
7,713
shares
|
$901,109
0.15% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
7,707
shares
|
$900,408
0.36% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,659
shares
|
$894,800
0.04% of portfolio
|
Q1 2025
Added 2.68%
|