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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
298
shares
|
$34,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
292
shares
|
$33,328
0.02% of portfolio
|
Q4 2021
Reduced 13.86%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
292
shares
|
$33,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
290
shares
|
$33,100
0.01% of portfolio
|
Q2 2025
Added 82.39%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
281
shares
|
$32,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
268
shares
|
$30,589
0.02% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
267
shares
|
$30,475
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
264
shares
|
$30,132
0.0% of portfolio
|
Q2 2025
Added 66.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
260
shares
|
$29,676
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
259
shares
|
$29,562
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
256
shares
|
$29,219
0.0% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
255
shares
|
$29,105
0.01% of portfolio
|
Q1 2023
Reduced 5.56%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
255
shares
|
$29,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
251
shares
|
$28,649
0.0% of portfolio
|
Q4 2024
Added 175.82%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
250
shares
|
$28,535
0.04% of portfolio
|
Q2 2010
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
250
shares
|
$28,535
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
250
shares
|
$28,535
0.02% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
245
shares
|
$27,964
0.0% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
245
shares
|
$27,964
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
245
shares
|
$27,964
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
244
shares
|
$27,850
0.02% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
237
shares
|
$27,051
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
235
shares
|
$26,822
0.02% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
233
shares
|
$26,594
0.01% of portfolio
|
Q1 2025
Added 366.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
233
shares
|
$26,594
0.01% of portfolio
|
Q4 2021
New holding
|