Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,468 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
200
shares
|
$21,086
0.02% of portfolio
|
Q4 2024
Reduced 26.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
198
shares
|
$20,875
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
194
shares
|
$20,453
0.0% of portfolio
|
Q1 2024
Reduced 28.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
192
shares
|
$20,242
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
192
shares
|
$20,242
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
184
shares
|
$19,399
0.01% of portfolio
|
Q1 2023
Added 35.29%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
181
shares
|
$19,082
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
172
shares
|
$18,133
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
171
shares
|
$18,028
0.0% of portfolio
|
Q3 2024
Added 98.84%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
171
shares
|
$18,028
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
169
shares
|
$17,817
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
165
shares
|
$17,395
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$16,974
0.01% of portfolio
|
Q4 2022
Reduced 19.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
152
shares
|
$16,025
0.0% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
152
shares
|
$16,025
0.0% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
150
shares
|
$15,814
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
148
shares
|
$15,603
0.0% of portfolio
|
Q4 2024
Reduced 78.98%
|
|
|
Ninety One Uk LTD
London, X0 |
Jan 27, 2025 Q4 2024 |
147
shares
|
$15,498
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
146
shares
|
$15,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
144
shares
|
$15,181
0.02% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
140
shares
|
$14,760
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
135
shares
|
$14,233
0.0% of portfolio
|
Q2 2024
Reduced 75.23%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
133
shares
|
$14,022
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
130
shares
|
$13,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
129
shares
|
$13,600
0.0% of portfolio
|
Q4 2024
Added 26.47%
|