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 |
|---|---|---|---|---|---|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
31,036
shares
|
$3.52 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
30,940
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Added 250.2%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
30,925
shares
|
$3.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
30,832
shares
|
$3.5 Million
0.61% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,787
shares
|
$3.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
30,715
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
30,156
shares
|
$3.42 Million
0.11% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
30,060
shares
|
$3.41 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
29,938
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,910
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Added 404.64%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
29,858
shares
|
$3.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
29,598
shares
|
$3.36 Million
0.15% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,341
shares
|
$3.33 Million
0.05% of portfolio
|
Q4 2022
Added 3.02%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
29,238
shares
|
$3.32 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
28,920
shares
|
$3.28 Million
0.6% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
28,874
shares
|
$3.28 Million
0.18% of portfolio
|
Q4 2024
Added 1418.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,870
shares
|
$3.28 Million
0.06% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
28,758
shares
|
$3.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
28,419
shares
|
$3.23 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
27,955
shares
|
$3.17 Million
2.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
27,865
shares
|
$3.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
27,710
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,703
shares
|
$3.14 Million
0.03% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
27,656
shares
|
$3.14 Million
0.39% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
27,573
shares
|
$3.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.18%
|