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 |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
37,774
shares
|
$4.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,726
shares
|
$4.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 80.01%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
37,646
shares
|
$4.27 Million
0.2% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
36,933
shares
|
$4.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
36,835
shares
|
$4.18 Million
0.06% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,785
shares
|
$4.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
36,732
shares
|
$4.17 Million
1.17% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,718
shares
|
$4.17 Million
1.78% of portfolio
|
Q4 2023
Reduced 53.24%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
36,683
shares
|
$4.16 Million
0.09% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
35,623
shares
|
$4.04 Million
0.14% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
35,245
shares
|
$4 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
35,163
shares
|
$3.99 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
35,112
shares
|
$3.98 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,879
shares
|
$3.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
34,586
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
33,835
shares
|
$3.84 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,709
shares
|
$3.83 Million
0.11% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,621
shares
|
$3.82 Million
0.03% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
33,604
shares
|
$3.81 Million
1.66% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
33,202
shares
|
$3.77 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
32,777
shares
|
$3.72 Million
0.03% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
32,147
shares
|
$3.65 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,895
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2023
Added 21.08%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
31,438
shares
|
$3.57 Million
0.29% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
31,225
shares
|
$3.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|