Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,342 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
242,723
shares
|
$25 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
Causeway Capital Management LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
239,468
shares
|
$24.7 Million
0.73% of portfolio
|
Q1 2024
Added 14.53%
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 09, 2024 Q1 2024 |
236,800
shares
|
$24.4 Million
5.63% of portfolio
|
Q1 2024
Added 4.72%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
235,777
shares
|
$24.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
233,421
shares
|
$24.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
227,555
shares
|
$23.5 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
Integral Health Asset Management, LLC
|
May 15, 2024 Q1 2024 |
225,000
shares
|
$23.2 Million
2.06% of portfolio
|
Q4 2023
Added 12.5%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
223,755
shares
|
$23.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
218,697
shares
|
$22.6 Million
0.07% of portfolio
|
Q1 2024
Added 1.11%
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2024 Q1 2024 |
213,927
shares
|
$22.1 Million
0.28% of portfolio
|
Q1 2024
Added 23.1%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
213,554
shares
|
$22 Million
0.8% of portfolio
|
Q1 2024
Reduced 28.83%
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 09, 2024 Q1 2024 |
210,278
shares
|
$21.7 Million
0.85% of portfolio
|
Q1 2024
Reduced 56.39%
|
|
Foresight Global Investors, Inc.
Purchase, NY |
May 10, 2024 Q1 2024 |
197,375
shares
|
$20.4 Million
9.4% of portfolio
|
Q1 2024
Added 49.55%
|
|
Godsey & Gibb Associates
|
Apr 23, 2024 Q1 2024 |
197,265
shares
|
$20.3 Million
2.01% of portfolio
|
Q1 2024
Added 0.83%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
192,422
shares
|
$19.8 Million
0.04% of portfolio
|
Q1 2024
Added 0.43%
|
|
Wilkins Investment Counsel Inc
|
May 09, 2024 Q1 2024 |
187,737
shares
|
$19.4 Million
2.68% of portfolio
|
Q1 2024
Added 44.29%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
186,547
shares
|
$19.2 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
180,764
shares
|
$18.6 Million
0.2% of portfolio
|
Q1 2024
Added 6.53%
|
|
Douglas Lane & Associates, LLC
|
Apr 11, 2024 Q1 2024 |
179,964
shares
|
$18.6 Million
0.26% of portfolio
|
Q1 2024
Added 3.01%
|
|
John G Ullman & Associates Inc
|
May 06, 2024 Q1 2024 |
179,187
shares
|
$18.5 Million
2.75% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
175,258
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 28, 2024 Q1 2024 |
172,800
shares
|
$17.8 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
171,304
shares
|
$17.7 Million
0.06% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
May 07, 2024 Q1 2024 |
168,532
shares
|
$17.4 Million
0.21% of portfolio
|
Q1 2024
Added 20.46%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
161,409
shares
|
$16.6 Million
0.04% of portfolio
|
Q1 2024
Added 24.67%
|