Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,542 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 $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
1,819
shares
|
$212,513
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
May 09, 2025 Q1 2025 |
1,819
shares
|
$212,513
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
1,818
shares
|
$212,396
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,816
shares
|
$212,163
0.03% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,813
shares
|
$211,812
0.21% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,812
shares
|
$211,695
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,810
shares
|
$211,462
0.02% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
1,808
shares
|
$211,228
0.07% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
1,783
shares
|
$208,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,774
shares
|
$207,256
0.07% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
1,770
shares
|
$206,789
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,757
shares
|
$205,270
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
1,755
shares
|
$205,036
0.11% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,747
shares
|
$204,102
0.04% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,734
shares
|
$202,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
1,719
shares
|
$200,830
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,709
shares
|
$199,662
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,692
shares
|
$197,676
0.02% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
1,689
shares
|
$197,325
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,685
shares
|
$196,858
0.48% of portfolio
|
Q2 2022
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,674
shares
|
$195,573
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,665
shares
|
$194,521
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,631
shares
|
$190,549
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,628
shares
|
$190,199
0.02% of portfolio
|
Q4 2023
Reduced 38.05%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,617
shares
|
$188,914
0.1% of portfolio
|
Q1 2025
Added 8.02%
|