Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,468 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 $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,067
shares
|
$217,923
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,060
shares
|
$217,185
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,059
shares
|
$217,080
0.09% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,010
shares
|
$211,914
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,981
shares
|
$208,856
0.01% of portfolio
|
Q4 2024
Added 82.58%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,951
shares
|
$205,693
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,933
shares
|
$203,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,906
shares
|
$200,949
0.09% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,829
shares
|
$192,831
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,812
shares
|
$191,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,774
shares
|
$187,032
0.06% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,747
shares
|
$184,186
0.04% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,730
shares
|
$182,393
0.01% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
1,717
shares
|
$181,023
0.0% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,688
shares
|
$177,965
0.03% of portfolio
|
Q4 2024
Added 176.27%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,685
shares
|
$177,649
0.48% of portfolio
|
Q2 2022
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
1,628
shares
|
$171,640
0.02% of portfolio
|
Q4 2023
Reduced 38.05%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,604
shares
|
$169,109
0.1% of portfolio
|
Q2 2022
Reduced 12.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,578
shares
|
$166,368
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,573
shares
|
$165,841
0.05% of portfolio
|
Q4 2024
Reduced 20.27%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,551
shares
|
$163,521
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,538
shares
|
$162,151
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,505
shares
|
$158,672
0.01% of portfolio
|
Q3 2023
Reduced 10.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,502
shares
|
$158,355
0.02% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,501
shares
|
$158,250
0.01% of portfolio
|
Q4 2024
Reduced 9.03%
|