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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
18,280
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
18,273
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 1290.64%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
18,127
shares
|
$2.12 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
18,026
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
18,007
shares
|
$2.1 Million
0.15% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
17,976
shares
|
$2.1 Million
0.11% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,911
shares
|
$2.09 Million
0.16% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
17,900
shares
|
$2.09 Million
0.48% of portfolio
|
Q3 2017
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
17,840
shares
|
$2.08 Million
0.33% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
17,776
shares
|
$2.08 Million
0.57% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
17,718
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
17,704
shares
|
$2.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
17,691
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
17,588
shares
|
$2.05 Million
0.13% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
17,568
shares
|
$2.05 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
17,475
shares
|
$2.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
17,465
shares
|
$2.04 Million
0.44% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
17,429
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
17,427
shares
|
$2.04 Million
0.45% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
17,422
shares
|
$2.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
17,363
shares
|
$2.03 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,328
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
17,188
shares
|
$2.01 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
17,047
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 69.29%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
16,970
shares
|
$1.98 Million
0.44% of portfolio
|
Q1 2025
Added 3.85%
|