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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
855
shares
|
$99,889
0.03% of portfolio
|
Q2 2022
Reduced 3.93%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
832
shares
|
$97,202
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
825
shares
|
$96,384
0.08% of portfolio
|
Q4 2022
Reduced 5.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
807
shares
|
$94,281
0.04% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
800
shares
|
$93,464
0.0% of portfolio
|
Q1 2023
Reduced 54.08%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
775
shares
|
$90,543
0.01% of portfolio
|
Q2 2024
Reduced 39.22%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
753
shares
|
$87,972
0.0% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
745
shares
|
$87,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
720
shares
|
$84,117
0.02% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
710
shares
|
$82,949
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$81,781
0.04% of portfolio
|
Q1 2021
Reduced 58.82%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$81,781
0.03% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
700
shares
|
$81,781
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
696
shares
|
$81,313
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
686
shares
|
$80,145
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
675
shares
|
$78,860
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
650
shares
|
$75,939
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
640
shares
|
$74,771
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
625
shares
|
$73,018
0.01% of portfolio
|
Q2 2025
Reduced 86.2%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
625
shares
|
$73,018
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
605
shares
|
$70,682
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
602
shares
|
$70,331
0.05% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
599
shares
|
$69,981
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
587
shares
|
$68,579
0.04% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
585
shares
|
$68,345
0.01% of portfolio
|
Q1 2025
Reduced 9.72%
|