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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,979
shares
|
$223,132
0.06% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
1,975
shares
|
$222,681
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,960
shares
|
$220,990
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,951
shares
|
$219,975
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,950
shares
|
$219,862
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,947
shares
|
$219,524
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,935
shares
|
$218,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,933
shares
|
$217,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,931
shares
|
$217,720
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,906
shares
|
$214,901
0.04% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,906
shares
|
$214,901
0.1% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,888
shares
|
$212,872
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,884
shares
|
$212,421
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,877
shares
|
$211,631
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
1,874
shares
|
$211,293
0.0% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,852
shares
|
$208,813
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,850
shares
|
$208,587
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
1,843
shares
|
$207,798
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,839
shares
|
$207,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,829
shares
|
$206,219
0.02% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,825
shares
|
$205,768
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
1,820
shares
|
$205,205
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
1,819
shares
|
$205,092
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
May 09, 2025 Q1 2025 |
1,819
shares
|
$205,092
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
1,818
shares
|
$204,979
0.06% of portfolio
|
Q1 2025
New holding
|