Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,472 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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,357
shares
|
$358,896
0.01% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
3,352
shares
|
$358,362
0.19% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,350
shares
|
$358,148
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,340
shares
|
$357,079
0.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
3,331
shares
|
$356,117
0.05% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,331
shares
|
$356,117
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,324
shares
|
$355,368
0.14% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
3,304
shares
|
$353,230
0.18% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,296
shares
|
$352,375
0.09% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
3,292
shares
|
$351,947
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
3,285
shares
|
$351,199
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
3,275
shares
|
$350,130
0.04% of portfolio
|
Q3 2023
Added 3.15%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,275
shares
|
$350,130
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,265
shares
|
$349,061
0.05% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,264
shares
|
$348,954
0.07% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
3,260
shares
|
$348,526
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,249
shares
|
$347,350
0.12% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,249
shares
|
$347,350
0.03% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
3,248
shares
|
$347,243
0.05% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,240
shares
|
$346,388
0.06% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,239
shares
|
$346,281
0.02% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,230
shares
|
$345,319
0.05% of portfolio
|
Q4 2024
Reduced 38.36%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,223
shares
|
$344,570
0.01% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,187
shares
|
$340,722
0.06% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,178
shares
|
$339,759
0.01% of portfolio
|
Q4 2024
Added 7.11%
|