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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
7,215
shares
|
$788,960
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
7,201
shares
|
$787,429
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
7,200
shares
|
$787,320
0.45% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
7,197
shares
|
$786,991
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
7,191
shares
|
$786,335
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
7,169
shares
|
$783,930
0.1% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,121
shares
|
$778,681
0.01% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
7,092
shares
|
$775,510
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
7,086
shares
|
$774,854
0.01% of portfolio
|
Q4 2024
Reduced 50.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
7,083
shares
|
$774,526
0.02% of portfolio
|
Q4 2024
Added 151.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
7,073
shares
|
$773,432
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
7,051
shares
|
$771,026
0.21% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
7,037
shares
|
$769,495
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
7,003
shares
|
$765,778
0.14% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,977
shares
|
$762,934
0.03% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,972
shares
|
$762,388
0.01% of portfolio
|
Q4 2024
Reduced 31.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
6,930
shares
|
$757,795
0.0% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,918
shares
|
$756,483
0.02% of portfolio
|
Q4 2024
Added 199.22%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,901
shares
|
$754,624
0.23% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
6,891
shares
|
$753,530
0.01% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
6,854
shares
|
$749,484
0.06% of portfolio
|
Q4 2024
Reduced 38.74%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
6,852
shares
|
$749,266
0.53% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,851
shares
|
$749,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
6,850
shares
|
$749,047
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
6,848
shares
|
$748,828
0.05% of portfolio
|
Q4 2024
Added 2.35%
|