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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,604
shares
|
$187,395
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
|
$184,357
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,578
shares
|
$184,357
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,551
shares
|
$181,203
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,541
shares
|
$180,035
0.03% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,505
shares
|
$175,829
0.01% of portfolio
|
Q3 2023
Reduced 10.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,502
shares
|
$175,478
0.02% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,500
shares
|
$175,245
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,493
shares
|
$174,427
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,482
shares
|
$173,142
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,479
shares
|
$172,791
0.1% of portfolio
|
Q3 2021
Reduced 6.33%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,469
shares
|
$171,623
0.15% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,441
shares
|
$168,352
0.06% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,435
shares
|
$167,651
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,412
shares
|
$164,963
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1,371
shares
|
$160,173
0.02% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,366
shares
|
$159,589
0.11% of portfolio
|
Q4 2018
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,360
shares
|
$158,888
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,350
shares
|
$157,720
0.01% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,326
shares
|
$154,916
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,312
shares
|
$153,280
0.01% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,308
shares
|
$152,813
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,307
shares
|
$152,696
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$151,294
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,259
shares
|
$147,088
0.04% of portfolio
|
Q1 2021
Reduced 6.25%
|