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 $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
152,399
shares
|
$17.5 Million
1.29% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
151,046
shares
|
$17.3 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
150,460
shares
|
$17.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
149,315
shares
|
$17.1 Million
2.44% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
146,533
shares
|
$16.8 Million
0.03% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
143,327
shares
|
$16.4 Million
0.98% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
142,007
shares
|
$16.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
139,591
shares
|
$16 Million
0.04% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
May 05, 2025 Q1 2025 |
139,500
shares
|
$16 Million
4.52% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
138,123
shares
|
$15.8 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
136,418
shares
|
$15.6 Million
0.88% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
136,368
shares
|
$15.6 Million
3.26% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
136,225
shares
|
$15.6 Million
0.54% of portfolio
|
Q1 2021
Reduced 5.74%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
133,308
shares
|
$15.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
132,823
shares
|
$15.2 Million
1.28% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
129,483
shares
|
$14.8 Million
0.06% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
128,413
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2023
Reduced 9.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
126,528
shares
|
$14.5 Million
0.03% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
126,248
shares
|
$14.5 Million
0.46% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
123,030
shares
|
$14.1 Million
0.01% of portfolio
|
Q1 2025
Added 27.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
118,019
shares
|
$13.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
117,493
shares
|
$13.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
113,833
shares
|
$13 Million
0.07% of portfolio
|
Q1 2025
Added 209.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
112,469
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
112,334
shares
|
$12.9 Million
1.18% of portfolio
|
Q1 2025
Reduced 6.14%
|