Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,438 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,493
shares
|
$2.33 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
23,246
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2024
Added 107.83%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
23,015
shares
|
$2.28 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
22,991
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
22,943
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 682.24%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
22,875
shares
|
$2.27 Million
1.59% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
22,851
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
22,769
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,606
shares
|
$2.24 Million
0.26% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
22,554
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
22,552
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
22,434
shares
|
$2.22 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
22,310
shares
|
$2.21 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
22,167
shares
|
$2.2 Million
0.25% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
21,849
shares
|
$2.17 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
21,695
shares
|
$2.15 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
21,637
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
21,423
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
21,296
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 18.81%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
21,213
shares
|
$2.1 Million
1.63% of portfolio
|
Q3 2024
Reduced 29.09%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
21,154
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
21,110
shares
|
$2.09 Million
1.31% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
20,965
shares
|
$2.08 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,873
shares
|
$2.07 Million
0.17% of portfolio
|
Q3 2024
Added 4.1%
|