Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,473 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 $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,586
shares
|
$492,123
0.0% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
4,549
shares
|
$488,153
0.08% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,532
shares
|
$486,328
0.06% of portfolio
|
Q4 2024
Added 519.13%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
4,515
shares
|
$484,504
0.02% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,493
shares
|
$482,143
0.04% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4,487
shares
|
$481,499
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,484
shares
|
$481,178
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,445
shares
|
$476,992
0.06% of portfolio
|
Q2 2023
Added 3.56%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
4,411
shares
|
$473,344
0.09% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,400
shares
|
$472,164
0.01% of portfolio
|
Q4 2024
Added 50.07%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
4,397
shares
|
$471,842
0.06% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,363
shares
|
$468,193
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,362
shares
|
$468,086
0.01% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
4,360
shares
|
$467,871
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
4,335
shares
|
$465,188
0.27% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,287
shares
|
$460,037
0.09% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
4,287
shares
|
$460,037
0.24% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
4,282
shares
|
$459,501
0.1% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,257
shares
|
$456,818
0.03% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
4,256
shares
|
$456,711
0.09% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,255
shares
|
$456,604
0.03% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,247
shares
|
$455,745
0.03% of portfolio
|
Q2 2023
Reduced 22.03%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,222
shares
|
$453,062
0.12% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,218
shares
|
$452,633
0.01% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,203
shares
|
$451,023
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|