Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,504 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
42,060
shares
|
$4.77 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
42,029
shares
|
$4.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
42,016
shares
|
$4.77 Million
0.95% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
41,471
shares
|
$4.71 Million
0.12% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
41,432
shares
|
$4.7 Million
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
41,420
shares
|
$4.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
41,381
shares
|
$4.7 Million
0.18% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
41,128
shares
|
$4.67 Million
1.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
41,106
shares
|
$4.67 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Partners LLC
|
Apr 23, 2025 Q1 2025 |
40,882
shares
|
$4.64 Million
1.89% of portfolio
|
Q1 2025
Added 31.23%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
40,541
shares
|
$4.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,522
shares
|
$4.6 Million
0.02% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
40,075
shares
|
$4.55 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
39,993
shares
|
$4.54 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
39,951
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2025
Added 102.06%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
39,845
shares
|
$4.52 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
39,736
shares
|
$4.51 Million
0.35% of portfolio
|
Q4 2024
Reduced 89.43%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
39,701
shares
|
$4.51 Million
0.12% of portfolio
|
Q4 2024
Added 3467.03%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
38,770
shares
|
$4.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.78%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
38,669
shares
|
$4.39 Million
0.08% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
38,600
shares
|
$4.38 Million
0.0% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
38,590
shares
|
$4.38 Million
0.04% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
38,505
shares
|
$4.37 Million
4.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
38,243
shares
|
$4.34 Million
0.85% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
37,939
shares
|
$4.31 Million
0.04% of portfolio
|
Q4 2024
Added 1.38%
|