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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38
shares
|
$4,351
0.0% of portfolio
|
Q2 2022
Added 46.15%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
36
shares
|
$4,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
36
shares
|
$4,122
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
36
shares
|
$4,122
0.0% of portfolio
|
Q2 2025
Reduced 63.27%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
32
shares
|
$3,664
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
31
shares
|
$3,550
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$3,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
29
shares
|
$3,321
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
26
shares
|
$2,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$2,977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
26
shares
|
$2,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
22
shares
|
$2,519
0.0% of portfolio
|
Q2 2024
Reduced 82.11%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
21
shares
|
$2,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
20
shares
|
$2,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
19
shares
|
$2,175
0.0% of portfolio
|
Q4 2023
Added 18.75%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
17
shares
|
$1,946
0.0% of portfolio
|
Q1 2023
Reduced 94.64%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
17
shares
|
$1,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
16
shares
|
$1,832
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
16
shares
|
$1,832
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
15
shares
|
$1,717
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
14
shares
|
$1,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
12
shares
|
$1,374
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
12
shares
|
$1,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
11
shares
|
$1,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
10
shares
|
$1,145
0.0% of portfolio
|
Q4 2023
New holding
|