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 $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
109,549
shares
|
$12.5 Million
0.18% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
109,130
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
108,725
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 130.55%
|
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
106,377
shares
|
$12.2 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
102,259
shares
|
$11.7 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
101,970
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
101,663
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
101,525
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
101,509
shares
|
$11.6 Million
1.79% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
101,458
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.17%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
101,076
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
100,478
shares
|
$11.5 Million
2.78% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
97,048
shares
|
$11.1 Million
0.12% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
95,910
shares
|
$11 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.25%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
94,887
shares
|
$10.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
May 09, 2025 Q1 2025 |
93,961
shares
|
$10.8 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
93,610
shares
|
$10.7 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
93,554
shares
|
$10.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
92,996
shares
|
$10.6 Million
0.05% of portfolio
|
Q1 2025
Added 1002.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
91,913
shares
|
$10.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
91,310
shares
|
$10.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
90,852
shares
|
$10.4 Million
0.11% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
90,581
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
88,759
shares
|
$10.2 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
87,194
shares
|
$9.99 Million
0.66% of portfolio
|
Q1 2025
Added 2.84%
|