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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
3,158
shares
|
$337,621
0.04% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,156
shares
|
$337,407
0.02% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,140
shares
|
$335,697
0.18% of portfolio
|
Q4 2017
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
3,138
shares
|
$335,483
0.12% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
3,134
shares
|
$335,055
0.04% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
3,133
shares
|
$334,949
0.02% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,132
shares
|
$334,842
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,132
shares
|
$334,842
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
3,129
shares
|
$334,521
0.18% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,127
shares
|
$334,307
0.02% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,124
shares
|
$333,986
0.07% of portfolio
|
Q3 2021
Added 0.42%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
3,117
shares
|
$333,238
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,116
shares
|
$333,131
0.07% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
3,096
shares
|
$330,993
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
3,085
shares
|
$329,817
0.09% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,084
shares
|
$329,710
0.03% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,076
shares
|
$328,855
0.01% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
3,058
shares
|
$326,930
0.05% of portfolio
|
Q3 2023
Added 1020.15%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,055
shares
|
$326,610
0.04% of portfolio
|
Q2 2022
Added 2.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,055
shares
|
$326,610
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,054
shares
|
$326,503
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,047
shares
|
$325,754
0.05% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
3,039
shares
|
$324,899
0.03% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,038
shares
|
$324,792
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,025
shares
|
$323,402
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|