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 $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,315
shares
|
$271,919
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,306
shares
|
$270,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,304
shares
|
$270,627
0.02% of portfolio
|
Q2 2023
Added 3.83%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,304
shares
|
$270,627
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,300
shares
|
$270,158
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
2,290
shares
|
$268,983
0.06% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,289
shares
|
$268,865
0.02% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,288
shares
|
$268,748
0.04% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,284
shares
|
$268,278
0.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
2,281
shares
|
$267,926
0.01% of portfolio
|
Q1 2025
Reduced 78.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,278
shares
|
$267,573
0.02% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
2,277
shares
|
$267,456
0.07% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,276
shares
|
$267,338
0.02% of portfolio
|
Q1 2025
Added 355.2%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,259
shares
|
$265,342
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,250
shares
|
$264,285
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
2,245
shares
|
$263,697
0.07% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
2,244
shares
|
$263,580
0.01% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,239
shares
|
$262,992
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,238
shares
|
$262,875
0.06% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,233
shares
|
$262,288
0.06% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
2,228
shares
|
$261,700
0.1% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
2,226
shares
|
$261,465
0.06% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,224
shares
|
$261,231
0.01% of portfolio
|
Q1 2025
Reduced 78.36%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
2,222
shares
|
$260,996
0.15% of portfolio
|
Q1 2025
Reduced 26.33%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,219
shares
|
$260,643
0.06% of portfolio
|
Q2 2024
Added 0.23%
|