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 |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
73
shares
|
$8,332
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
69
shares
|
$7,875
0.0% of portfolio
|
Q1 2025
Added 666.67%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
67
shares
|
$7,647
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
59
shares
|
$6,734
0.0% of portfolio
|
Q2 2024
Reduced 47.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
58
shares
|
$6,620
0.0% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
56
shares
|
$6,391
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$6,163
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
53
shares
|
$6,049
0.0% of portfolio
|
Q1 2025
Reduced 72.4%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$5,935
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
52
shares
|
$5,935
0.0% of portfolio
|
Q2 2025
Reduced 64.63%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
52
shares
|
$5,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$5,707
0.0% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$5,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
48
shares
|
$5,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
46
shares
|
$5,250
0.01% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
45
shares
|
$5,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
45
shares
|
$5,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
44
shares
|
$5,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
43
shares
|
$4,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$4,679
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
41
shares
|
$4,679
0.0% of portfolio
|
Q1 2025
Reduced 72.3%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
40
shares
|
$4,565
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
40
shares
|
$4,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$4,451
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
39
shares
|
$4,451
0.0% of portfolio
|
Q1 2025
New holding
|