Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,541 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 |
---|---|---|---|---|---|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
2,488
shares
|
$290,673
0.01% of portfolio
|
Q1 2025
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,477
shares
|
$289,387
0.01% of portfolio
|
Q1 2025
Added 8.64%
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
2,467
shares
|
$288,219
0.23% of portfolio
|
Q2 2023
Reduced 5.73%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,455
shares
|
$286,817
0.07% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,455
shares
|
$286,817
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,450
shares
|
$286,233
0.04% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
2,450
shares
|
$286,233
0.06% of portfolio
|
Q2 2024
Added 4.26%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,448
shares
|
$285,999
0.22% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,438
shares
|
$284,831
0.08% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
2,425
shares
|
$283,312
0.21% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,405
shares
|
$280,976
0.02% of portfolio
|
Q4 2024
Added 11352.38%
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
2,402
shares
|
$280,625
0.05% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,380
shares
|
$278,055
0.02% of portfolio
|
Q1 2025
Added 1.71%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
2,376
shares
|
$277,588
0.04% of portfolio
|
Q2 2025
Added 9.19%
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
2,375
shares
|
$277,471
0.1% of portfolio
|
Q4 2023
Reduced 40.25%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
2,372
shares
|
$277,120
0.09% of portfolio
|
Q4 2024
Added 20.28%
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
2,371
shares
|
$277,003
0.09% of portfolio
|
Q2 2025
Added 7.29%
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
2,370
shares
|
$276,887
0.2% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,361
shares
|
$275,835
1.28% of portfolio
|
Q1 2025
Added 5.31%
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
2,355
shares
|
$275,134
0.12% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,351
shares
|
$274,667
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
2,345
shares
|
$273,966
0.08% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
2,335
shares
|
$272,798
0.09% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,329
shares
|
$272,097
0.13% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
2,322
shares
|
$271,279
0.02% of portfolio
|
Q1 2025
Reduced 73.68%
|