Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,468 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
88,666
shares
|
$9.35 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
88,255
shares
|
$9.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
87,534
shares
|
$9.23 Million
1.6% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
87,487
shares
|
$9.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
86,724
shares
|
$9.14 Million
0.69% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
86,307
shares
|
$9.1 Million
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
84,920
shares
|
$8.95 Million
0.23% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
84,782
shares
|
$8.94 Million
0.38% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
84,596
shares
|
$8.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
84,500
shares
|
$8.91 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Feb 12, 2025 Q4 2024 |
83,141
shares
|
$8.77 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
82,304
shares
|
$8.68 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
81,554
shares
|
$8.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
80,252
shares
|
$8.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
80,113
shares
|
$8.45 Million
1.63% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
78,903
shares
|
$8.32 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
77,783
shares
|
$8.2 Million
2.06% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
77,738
shares
|
$8.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
75,477
shares
|
$7.96 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
75,450
shares
|
$7.95 Million
1.99% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
74,871
shares
|
$7.89 Million
0.29% of portfolio
|
Q4 2024
Added 87.29%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
73,888
shares
|
$7.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.79%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
73,745
shares
|
$7.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
73,509
shares
|
$7.75 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
72,428
shares
|
$7.64 Million
0.23% of portfolio
|
Q4 2024
New holding
|