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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,222
shares
|
$142,766
0.0% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,200
shares
|
$140,196
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,164
shares
|
$135,990
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,163
shares
|
$135,873
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,155
shares
|
$134,938
0.07% of portfolio
|
Q1 2025
Added 281.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,147
shares
|
$134,004
0.0% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,120
shares
|
$130,849
0.02% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,100
shares
|
$128,513
0.03% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,094
shares
|
$127,812
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,055
shares
|
$123,255
0.08% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
1,051
shares
|
$122,788
0.0% of portfolio
|
Q1 2025
Reduced 70.93%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,018
shares
|
$118,932
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,018
shares
|
$118,932
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,010
shares
|
$117,998
0.02% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$116,830
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
980
shares
|
$114,493
0.01% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
978
shares
|
$114,259
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
977
shares
|
$114,142
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
974
shares
|
$113,792
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
964
shares
|
$112,624
0.02% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$110,988
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
932
shares
|
$108,885
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
925
shares
|
$108,067
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
872
shares
|
$101,875
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
855
shares
|
$99,889
0.03% of portfolio
|
Q2 2022
Reduced 3.93%
|