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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
61,294
shares
|
$7.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
60,947
shares
|
$6.98 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
59,423
shares
|
$6.81 Million
0.09% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
58,701
shares
|
$6.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
58,467
shares
|
$6.7 Million
0.07% of portfolio
|
Q1 2025
Added 33.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
58,465
shares
|
$6.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.28%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
55,850
shares
|
$6.4 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
55,319
shares
|
$6.34 Million
0.06% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
54,162
shares
|
$6.2 Million
0.03% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
53,447
shares
|
$6.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
53,189
shares
|
$6.09 Million
0.08% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
52,954
shares
|
$6.06 Million
2.38% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
52,923
shares
|
$6.06 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
52,648
shares
|
$6.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
51,982
shares
|
$5.95 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
51,939
shares
|
$5.95 Million
2.25% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
51,460
shares
|
$5.89 Million
0.05% of portfolio
|
Q1 2025
Added 33.35%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
51,290
shares
|
$5.87 Million
1.08% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
51,083
shares
|
$5.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
51,042
shares
|
$5.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
50,366
shares
|
$5.77 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
50,236
shares
|
$5.75 Million
0.3% of portfolio
|
Q4 2022
Reduced 15.73%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
50,000
shares
|
$5.73 Million
1.47% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
49,460
shares
|
$5.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
49,331
shares
|
$5.65 Million
0.07% of portfolio
|
Q1 2025
Added 17.37%
|