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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$13,696
0.0% of portfolio
|
Q1 2025
Reduced 67.91%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
119
shares
|
$13,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
119
shares
|
$13,582
0.0% of portfolio
|
Q1 2025
Added 50.63%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
117
shares
|
$13,354
0.02% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
115
shares
|
$13,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
107
shares
|
$12,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
100
shares
|
$11,414
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$11,414
0.0% of portfolio
|
Q1 2022
Reduced 71.26%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$11,414
0.0% of portfolio
|
Q4 2021
Reduced 71.26%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
100
shares
|
$11,414
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
100
shares
|
$11,414
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
100
shares
|
$11,414
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$11,414
0.0% of portfolio
|
Q2 2024
Added 669.23%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
100
shares
|
$11,414
0.0% of portfolio
|
Q4 2019
Added 120.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$11,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
98
shares
|
$11,185
0.01% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
98
shares
|
$11,185
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
98
shares
|
$11,185
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
90
shares
|
$10,272
0.0% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
85
shares
|
$9,701
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
84
shares
|
$9,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
80
shares
|
$9,131
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
79
shares
|
$9,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
75
shares
|
$8,560
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
73
shares
|
$8,332
0.01% of portfolio
|
Q4 2024
New holding
|