Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,539 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 $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
396,510
shares
|
$45.4 Million
1.09% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
392,151
shares
|
$44.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
391,767
shares
|
$44.9 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
387,094
shares
|
$44.3 Million
0.01% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
386,991
shares
|
$44.3 Million
0.04% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
356,447
shares
|
$40.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
338,257
shares
|
$38.7 Million
1.92% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
337,373
shares
|
$38.6 Million
0.08% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,063
shares
|
$37.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
323,379
shares
|
$37 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
320,166
shares
|
$36.7 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
310,389
shares
|
$35.5 Million
0.1% of portfolio
|
Q2 2025
Added 38.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
293,532
shares
|
$33.6 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
287,686
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
268,940
shares
|
$30.8 Million
0.08% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
266,088
shares
|
$30.5 Million
0.46% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
255,597
shares
|
$29.3 Million
0.24% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Integral Health Asset Management, LLC
|
May 15, 2025 Q1 2025 |
250,000
shares
|
$28.6 Million
3.24% of portfolio
|
Q1 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
246,250
shares
|
$28.2 Million
0.25% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
245,730
shares
|
$28.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
237,841
shares
|
$27.2 Million
0.04% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
237,359
shares
|
$27.2 Million
0.01% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
232,753
shares
|
$26.7 Million
6.55% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
231,857
shares
|
$26.6 Million
0.03% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
231,567
shares
|
$26.5 Million
0.09% of portfolio
|
Q1 2025
Added 2215.67%
|