Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,438 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
157,256
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
152,034
shares
|
$14.9 Million
1.18% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
151,046
shares
|
$14.8 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
148,170
shares
|
$14.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
143,327
shares
|
$14 Million
0.98% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
141,763
shares
|
$13.9 Million
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
141,466
shares
|
$13.8 Million
2.51% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
141,076
shares
|
$13.8 Million
5.78% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
140,451
shares
|
$13.7 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
136,225
shares
|
$13.3 Million
0.54% of portfolio
|
Q1 2021
Reduced 5.74%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
132,747
shares
|
$13 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
131,890
shares
|
$12.9 Million
1.22% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
131,045
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
129,201
shares
|
$12.6 Million
0.05% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
128,413
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2023
Reduced 9.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
127,144
shares
|
$12.4 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
126,444
shares
|
$12.4 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
125,609
shares
|
$12.3 Million
0.59% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
123,390
shares
|
$12.1 Million
0.19% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
121,770
shares
|
$11.9 Million
1.19% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
120,721
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 1603.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
117,169
shares
|
$11.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
116,898
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
116,434
shares
|
$11.4 Million
0.52% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
113,885
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.86%
|