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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
49,161
shares
|
$5.63 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
49,013
shares
|
$5.61 Million
0.89% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
48,946
shares
|
$5.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
48,661
shares
|
$5.57 Million
0.14% of portfolio
|
Q4 2023
Added 8.22%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
48,270
shares
|
$5.53 Million
0.22% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
47,989
shares
|
$5.5 Million
1.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
47,892
shares
|
$5.48 Million
3.76% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
47,471
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.17%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
46,698
shares
|
$5.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
46,558
shares
|
$5.33 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
46,493
shares
|
$5.32 Million
0.07% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Henry James International Management Inc.
|
Apr 25, 2025 Q1 2025 |
45,999
shares
|
$5.27 Million
1.8% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
45,617
shares
|
$5.22 Million
0.08% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
44,718
shares
|
$5.12 Million
0.1% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
43,635
shares
|
$5 Million
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
43,585
shares
|
$4.99 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
43,558
shares
|
$4.99 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
43,479
shares
|
$4.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
43,410
shares
|
$4.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
43,092
shares
|
$4.93 Million
0.1% of portfolio
|
Q1 2025
Added 81.5%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
43,010
shares
|
$4.93 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
42,250
shares
|
$4.84 Million
0.11% of portfolio
|
Q1 2023
Reduced 2.97%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
41,959
shares
|
$4.81 Million
0.22% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
41,945
shares
|
$4.8 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
41,665
shares
|
$4.77 Million
0.19% of portfolio
|
Q1 2025
Reduced 42.47%
|