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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
549
shares
|
$62,662
0.0% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
544
shares
|
$62,092
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
538
shares
|
$61,407
0.02% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
535
shares
|
$61,064
0.0% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
533
shares
|
$60,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
530
shares
|
$60,494
0.03% of portfolio
|
Q4 2023
Added 23.26%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
525
shares
|
$59,923
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
525
shares
|
$59,923
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
520
shares
|
$59,352
0.03% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
513
shares
|
$58,553
0.01% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$57,070
0.01% of portfolio
|
Q1 2025
Reduced 57.45%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$57,070
0.02% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
500
shares
|
$57,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
495
shares
|
$56,499
0.06% of portfolio
|
Q1 2025
Added 1275.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
490
shares
|
$55,928
0.04% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
467
shares
|
$53,303
0.01% of portfolio
|
Q4 2019
Reduced 9.85%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
464
shares
|
$52,960
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
460
shares
|
$52,504
0.02% of portfolio
|
Q1 2025
Reduced 30.72%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
459
shares
|
$52,390
0.02% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
450
shares
|
$51,363
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
444
shares
|
$50,678
0.02% of portfolio
|
Q2 2024
Reduced 33.53%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
432
shares
|
$49,308
0.0% of portfolio
|
Q3 2022
Reduced 31.21%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
425
shares
|
$48,509
0.01% of portfolio
|
Q1 2023
Added 44.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
415
shares
|
$47,368
0.01% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
405
shares
|
$46,226
0.0% of portfolio
|
Q1 2025
New holding
|