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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,798
shares
|
$634,011
0.08% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,780
shares
|
$632,043
0.02% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,776
shares
|
$631,605
0.01% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
5,760
shares
|
$629,856
0.41% of portfolio
|
Q4 2023
Added 5.49%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,728
shares
|
$626,356
0.05% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
5,724
shares
|
$625,919
0.13% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,722
shares
|
$625,700
0.09% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,708
shares
|
$624,169
0.04% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,707
shares
|
$624,060
0.04% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
5,698
shares
|
$623,076
0.19% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,638
shares
|
$616,515
0.15% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,624
shares
|
$614,984
0.14% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,611
shares
|
$613,562
0.01% of portfolio
|
Q4 2024
Added 80.13%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
5,611
shares
|
$613,562
0.08% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
5,600
shares
|
$612,360
0.0% of portfolio
|
Q4 2024
Reduced 28.21%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
5,599
shares
|
$612,250
0.1% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
5,545
shares
|
$606,345
0.01% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
5,529
shares
|
$604,596
0.24% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
5,522
shares
|
$603,830
0.14% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,456
shares
|
$596,613
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,450
shares
|
$595,957
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,429
shares
|
$593,661
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,380
shares
|
$588,303
0.02% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
5,374
shares
|
$587,646
0.37% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,364
shares
|
$586,553
0.06% of portfolio
|
Q4 2024
Reduced 0.37%
|