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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
400
shares
|
$45,656
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$45,656
0.01% of portfolio
|
Q1 2024
Added 57.48%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
400
shares
|
$45,656
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
392
shares
|
$44,742
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
389
shares
|
$44,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
383
shares
|
$43,715
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
375
shares
|
$42,802
0.0% of portfolio
|
Q3 2023
Reduced 63.41%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
375
shares
|
$42,802
0.01% of portfolio
|
Q3 2023
Added 36.36%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
372
shares
|
$42,460
0.02% of portfolio
|
Q2 2023
Added 416.67%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
369
shares
|
$42,117
0.03% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
365
shares
|
$41,661
0.02% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
360
shares
|
$41,090
0.02% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$40,177
0.0% of portfolio
|
Q4 2023
Added 13.55%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
350
shares
|
$39,949
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
346
shares
|
$39,492
0.0% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
346
shares
|
$39,492
0.0% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
334
shares
|
$38,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
323
shares
|
$36,867
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
322
shares
|
$36,753
0.01% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
319
shares
|
$36,410
0.03% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
313
shares
|
$35,725
0.03% of portfolio
|
Q1 2025
Added 172.17%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
310
shares
|
$35,383
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
300
shares
|
$34,242
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
300
shares
|
$34,242
0.0% of portfolio
|
Q2 2024
Reduced 88.33%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
300
shares
|
$34,242
0.01% of portfolio
|
Q3 2024
New holding
|