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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
227,555
shares
|
$26.1 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
225,007
shares
|
$25.8 Million
0.27% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
222,127
shares
|
$25.4 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
220,179
shares
|
$25.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
217,419
shares
|
$24.9 Million
0.52% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
215,996
shares
|
$24.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
214,596
shares
|
$24.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
213,554
shares
|
$24.5 Million
0.8% of portfolio
|
Q1 2024
Reduced 28.83%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
212,316
shares
|
$24.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
195,457
shares
|
$22.4 Million
2.19% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
194,750
shares
|
$22.3 Million
3.16% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
194,167
shares
|
$22.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
192,549
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
189,861
shares
|
$21.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 71.15%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
May 09, 2025 Q1 2025 |
187,825
shares
|
$21.5 Million
14.72% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
187,645
shares
|
$21.5 Million
7.69% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
186,547
shares
|
$21.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
185,868
shares
|
$21.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
185,603
shares
|
$21.3 Million
0.0% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
169,849
shares
|
$19.5 Million
0.06% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
165,271
shares
|
$18.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
163,225
shares
|
$18.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
159,647
shares
|
$18.3 Million
0.12% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
159,225
shares
|
$18.2 Million
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
155,445
shares
|
$17.8 Million
0.02% of portfolio
|
Q1 2025
Added 399.86%
|