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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
6,172
shares
|
$674,908
0.01% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
6,171
shares
|
$674,798
0.03% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,153
shares
|
$672,830
0.02% of portfolio
|
Q4 2024
Added 76.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,146
shares
|
$672,065
0.07% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,144
shares
|
$671,846
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
6,136
shares
|
$670,971
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
6,122
shares
|
$669,440
0.28% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
6,107
shares
|
$667,800
0.3% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
6,094
shares
|
$666,378
0.3% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,080
shares
|
$664,848
0.11% of portfolio
|
Q1 2024
Added 205.68%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
6,080
shares
|
$664,848
0.39% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,078
shares
|
$664,629
0.21% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,074
shares
|
$664,191
0.01% of portfolio
|
Q4 2024
Added 49.83%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
6,019
shares
|
$658,177
0.12% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
6,013
shares
|
$657,521
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
5,996
shares
|
$655,662
0.06% of portfolio
|
Q2 2022
Added 10.55%
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,975
shares
|
$653,366
0.26% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,963
shares
|
$652,054
0.02% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,956
shares
|
$651,288
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,930
shares
|
$648,445
0.36% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
5,899
shares
|
$645,055
0.09% of portfolio
|
Q4 2022
Added 3.53%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Feb 14, 2025 Q4 2024 |
5,894
shares
|
$644,508
0.28% of portfolio
|
Q4 2024
Added 129.34%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
5,880
shares
|
$642,978
0.07% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
5,866
shares
|
$641,447
0.02% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,831
shares
|
$637,619
0.05% of portfolio
|
Q3 2024
Added 6.39%
|