Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,523 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
17,047
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 69.29%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
16,970
shares
|
$1.91 Million
0.44% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,896
shares
|
$1.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
16,728
shares
|
$1.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,685
shares
|
$1.88 Million
0.14% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,624
shares
|
$1.87 Million
0.19% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16,533
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,516
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
16,453
shares
|
$1.86 Million
0.81% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,398
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,386
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
16,377
shares
|
$1.85 Million
0.99% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
16,141
shares
|
$1.82 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,120
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
16,093
shares
|
$1.81 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,048
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
15,825
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
15,719
shares
|
$1.77 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,695
shares
|
$1.77 Million
0.54% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,628
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,605
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2023
Added 2.27%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
15,555
shares
|
$1.75 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,384
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
15,383
shares
|
$1.73 Million
0.16% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
15,302
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|