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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
2,098
shares
|
$246,431
0.1% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
2,092
shares
|
$245,726
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,091
shares
|
$245,608
0.03% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,084
shares
|
$244,786
0.02% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
2,067
shares
|
$242,789
0.06% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,060
shares
|
$241,967
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
2,057
shares
|
$241,615
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,052
shares
|
$241,027
0.01% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
2,049
shares
|
$240,675
0.05% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
2,035
shares
|
$239,031
0.07% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,027
shares
|
$238,091
0.03% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,020
shares
|
$237,269
0.01% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,020
shares
|
$237,269
0.1% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,018
shares
|
$237,034
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
2,013
shares
|
$236,446
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$234,920
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$234,920
0.04% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
2,000
shares
|
$234,920
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,998
shares
|
$234,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,995
shares
|
$234,332
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,991
shares
|
$233,862
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,991
shares
|
$233,862
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,991
shares
|
$233,862
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,984
shares
|
$233,040
0.1% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,984
shares
|
$233,040
0.05% of portfolio
|
Q1 2025
New holding
|