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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
6,830
shares
|
$746,860
0.3% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
6,797
shares
|
$743,251
0.03% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
6,787
shares
|
$742,158
0.08% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,779
shares
|
$741,283
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,765
shares
|
$739,752
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,744
shares
|
$737,456
0.01% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,691
shares
|
$731,660
0.05% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,635
shares
|
$725,537
0.22% of portfolio
|
Q3 2022
Added 7.71%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
6,619
shares
|
$723,787
0.12% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,619
shares
|
$723,787
0.22% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,559
shares
|
$717,226
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
6,538
shares
|
$714,930
0.44% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,484
shares
|
$709,025
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
6,478
shares
|
$708,369
0.18% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
6,460
shares
|
$706,401
0.05% of portfolio
|
Q4 2023
Reduced 34.83%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
6,459
shares
|
$706,291
0.06% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,448
shares
|
$705,088
0.07% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
6,362
shares
|
$695,684
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,348
shares
|
$694,153
0.03% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,345
shares
|
$693,825
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
6,298
shares
|
$688,686
0.03% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,224
shares
|
$680,594
0.02% of portfolio
|
Q2 2020
Added 5.32%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,221
shares
|
$680,266
0.08% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,221
shares
|
$680,266
0.01% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,210
shares
|
$679,063
0.28% of portfolio
|
Q2 2024
Added 0.1%
|