Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,542 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,213
shares
|
$2.48 Million
0.21% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,155
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
20,997
shares
|
$2.45 Million
0.43% of portfolio
|
Q1 2025
Reduced 47.16%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
20,933
shares
|
$2.45 Million
0.4% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
20,813
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
20,785
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2023
Reduced 2.9%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20,653
shares
|
$2.41 Million
1.17% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
20,621
shares
|
$2.41 Million
0.29% of portfolio
|
Q3 2024
Added 41.62%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
20,564
shares
|
$2.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
20,428
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
20,406
shares
|
$2.38 Million
0.67% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
20,377
shares
|
$2.38 Million
0.08% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
20,309
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,131
shares
|
$2.35 Million
0.12% of portfolio
|
Q2 2022
Added 27.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,769
shares
|
$2.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
19,559
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
19,295
shares
|
$2.25 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
19,203
shares
|
$2.24 Million
1.09% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
19,145
shares
|
$2.24 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,106
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
18,939
shares
|
$2.21 Million
0.13% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
18,916
shares
|
$2.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
18,825
shares
|
$2.2 Million
0.46% of portfolio
|
Q3 2023
Reduced 16.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
18,433
shares
|
$2.15 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
18,429
shares
|
$2.15 Million
1.08% of portfolio
|
Q1 2025
Reduced 2.44%
|