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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
173
shares
|
$19,746
0.0% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
172
shares
|
$19,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
171
shares
|
$19,517
0.0% of portfolio
|
Q3 2024
Added 98.84%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
171
shares
|
$19,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
170
shares
|
$19,403
0.01% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
169
shares
|
$19,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
165
shares
|
$18,833
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
165
shares
|
$18,833
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$18,376
0.01% of portfolio
|
Q4 2022
Reduced 19.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
160
shares
|
$18,262
0.0% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
160
shares
|
$18,262
0.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
158
shares
|
$18,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
152
shares
|
$17,349
0.0% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
152
shares
|
$17,349
0.0% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$17,121
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
148
shares
|
$16,892
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
135
shares
|
$15,408
0.0% of portfolio
|
Q2 2024
Reduced 75.23%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
133
shares
|
$15,180
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
131
shares
|
$14,952
0.0% of portfolio
|
Q1 2025
Added 147.17%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
128
shares
|
$14,609
0.01% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
128
shares
|
$14,609
0.0% of portfolio
|
Q3 2024
Added 113.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
127
shares
|
$14,495
0.01% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
127
shares
|
$14,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
123
shares
|
$14,039
0.0% of portfolio
|
Q1 2023
Reduced 50.4%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
121
shares
|
$13,810
0.0% of portfolio
|
Q2 2024
Reduced 25.77%
|