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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
232
shares
|
$26,480
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
229
shares
|
$26,138
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
228
shares
|
$26,023
0.01% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
228
shares
|
$26,023
0.02% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
225
shares
|
$25,681
0.0% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
220
shares
|
$25,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
217
shares
|
$24,768
0.01% of portfolio
|
Q3 2023
Reduced 64.83%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
214
shares
|
$24,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
210
shares
|
$23,969
0.0% of portfolio
|
Q3 2023
Added 110.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
210
shares
|
$23,969
0.01% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
207
shares
|
$23,626
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Apr 30, 2025 Q1 2025 |
207
shares
|
$23,626
0.0% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$22,828
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$22,828
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
200
shares
|
$22,828
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$22,828
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
200
shares
|
$22,828
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$22,828
0.01% of portfolio
|
Q1 2024
Reduced 14.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
198
shares
|
$22,599
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
194
shares
|
$22,143
0.0% of portfolio
|
Q1 2024
Reduced 28.94%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
181
shares
|
$20,659
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
180
shares
|
$20,545
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
180
shares
|
$20,545
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
179
shares
|
$20,431
0.0% of portfolio
|
Q2 2025
Added 188.71%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
175
shares
|
$19,974
0.01% of portfolio
|
Q2 2025
Added 8.02%
|