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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,216
shares
|
$260,291
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,203
shares
|
$258,764
0.22% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,200
shares
|
$258,412
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,198
shares
|
$258,177
0.15% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,196
shares
|
$257,942
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
2,192
shares
|
$257,472
0.01% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,186
shares
|
$256,767
0.13% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,184
shares
|
$256,532
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,175
shares
|
$255,475
0.03% of portfolio
|
Q2 2024
Reduced 95.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,166
shares
|
$254,418
0.01% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,158
shares
|
$253,478
0.02% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,157
shares
|
$253,361
0.26% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
F
|
May 14, 2025 Q1 2025 |
2,150
shares
|
$252,539
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
2,150
shares
|
$252,539
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
2,148
shares
|
$252,304
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,143
shares
|
$251,716
0.12% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,140
shares
|
$251,364
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
2,140
shares
|
$251,364
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,137
shares
|
$251,012
0.02% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
2,132
shares
|
$250,424
0.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
2,129
shares
|
$250,072
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,119
shares
|
$248,897
0.04% of portfolio
|
Q1 2025
Reduced 46.41%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,118
shares
|
$248,780
0.02% of portfolio
|
Q1 2025
Reduced 34.81%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,113
shares
|
$248,192
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,110
shares
|
$247,840
0.07% of portfolio
|
Q2 2025
Added 0.33%
|