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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,497
shares
|
$157,828
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,479
shares
|
$155,930
0.08% of portfolio
|
Q3 2021
Reduced 6.33%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,451
shares
|
$152,978
0.01% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1,444
shares
|
$152,240
0.01% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,441
shares
|
$151,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,441
shares
|
$151,924
0.05% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,435
shares
|
$151,292
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
1,429
shares
|
$150,659
0.12% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,398
shares
|
$147,391
0.02% of portfolio
|
Q4 2024
Reduced 18.01%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,366
shares
|
$144,017
0.11% of portfolio
|
Q4 2018
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,358
shares
|
$143,173
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,314
shares
|
$138,535
0.0% of portfolio
|
Q4 2024
Reduced 95.25%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,308
shares
|
$137,902
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,307
shares
|
$137,797
0.03% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
1,305
shares
|
$137,586
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,300
shares
|
$137,059
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$136,531
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,259
shares
|
$132,736
0.03% of portfolio
|
Q1 2021
Reduced 6.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,232
shares
|
$129,889
0.02% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
1,200
shares
|
$126,516
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,194
shares
|
$125,883
0.01% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,175
shares
|
$123,880
0.03% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,164
shares
|
$122,720
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,163
shares
|
$122,615
0.01% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,130
shares
|
$119,135
0.01% of portfolio
|
Q3 2024
Added 85.25%
|