Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,437 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,063
shares
|
$34.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
323,100
shares
|
$33.5 Million
1.9% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
318,018
shares
|
$33 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
315,488
shares
|
$32.8 Million
0.08% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
312,076
shares
|
$32.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
310,713
shares
|
$32.3 Million
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
294,178
shares
|
$30.5 Million
0.02% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
293,532
shares
|
$30.5 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
290,860
shares
|
$30.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
259,813
shares
|
$27 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
250,878
shares
|
$26 Million
1.64% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
244,998
shares
|
$25.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
242,627
shares
|
$25.2 Million
0.04% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
234,636
shares
|
$24.4 Million
6.62% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
233,362
shares
|
$24.2 Million
0.25% of portfolio
|
Q3 2024
Added 21.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
231,792
shares
|
$24.1 Million
0.12% of portfolio
|
Q3 2024
Added 115.26%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
229,901
shares
|
$23.9 Million
0.33% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
229,800
shares
|
$23.9 Million
0.23% of portfolio
|
Q2 2024
Added 32.99%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
227,555
shares
|
$23.6 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
224,816
shares
|
$23.3 Million
14.03% of portfolio
|
Q3 2024
Added 31.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
223,996
shares
|
$23.3 Million
0.07% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
220,827
shares
|
$22.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
219,027
shares
|
$22.7 Million
0.03% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
213,759
shares
|
$22.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
213,554
shares
|
$22.2 Million
0.8% of portfolio
|
Q1 2024
Reduced 28.83%
|