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 |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
27,525
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
27,438
shares
|
$3.11 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
27,234
shares
|
$3.09 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
27,215
shares
|
$3.09 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
26,731
shares
|
$3.03 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
26,578
shares
|
$3.02 Million
0.83% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
26,347
shares
|
$2.99 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,295
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,255
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.92%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
26,028
shares
|
$2.95 Million
2.37% of portfolio
|
Q1 2025
Added 96.38%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
25,940
shares
|
$2.94 Million
0.05% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
25,767
shares
|
$2.92 Million
0.28% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
25,625
shares
|
$2.91 Million
0.05% of portfolio
|
Q1 2025
Added 33.23%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
25,616
shares
|
$2.91 Million
1.81% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
25,516
shares
|
$2.9 Million
1.46% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
25,491
shares
|
$2.89 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$2.88 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
25,400
shares
|
$2.88 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
25,337
shares
|
$2.88 Million
0.04% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
25,134
shares
|
$2.85 Million
0.41% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
25,112
shares
|
$2.85 Million
0.15% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
24,836
shares
|
$2.82 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
24,642
shares
|
$2.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
24,553
shares
|
$2.79 Million
0.05% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
24,418
shares
|
$2.77 Million
0.07% of portfolio
|
Q1 2025
Added 1.44%
|