Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,503 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
145,759
shares
|
$16.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
143,327
shares
|
$16.3 Million
0.98% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
143,245
shares
|
$16.3 Million
0.0% of portfolio
|
Q4 2024
Added 142.98%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Feb 13, 2025 Q4 2024 |
142,062
shares
|
$16.1 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
140,753
shares
|
$16 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
140,356
shares
|
$15.9 Million
0.14% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
139,390
shares
|
$15.8 Million
2.15% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
136,819
shares
|
$15.5 Million
0.01% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
136,368
shares
|
$15.5 Million
3.26% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
136,225
shares
|
$15.5 Million
0.54% of portfolio
|
Q1 2021
Reduced 5.74%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
136,145
shares
|
$15.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
133,308
shares
|
$15.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
129,359
shares
|
$14.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
128,907
shares
|
$14.6 Million
0.02% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
128,413
shares
|
$14.6 Million
0.04% of portfolio
|
Q3 2023
Reduced 9.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
126,147
shares
|
$14.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
125,831
shares
|
$14.3 Million
0.03% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
121,975
shares
|
$13.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
121,664
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
119,683
shares
|
$13.6 Million
1.06% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
119,673
shares
|
$13.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
118,913
shares
|
$13.5 Million
0.18% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Parkwood LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
117,991
shares
|
$13.4 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
117,001
shares
|
$13.3 Million
0.45% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
112,867
shares
|
$12.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.96%
|