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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,366
shares
|
$154,016
0.11% of portfolio
|
Q4 2018
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,358
shares
|
$153,114
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,350
shares
|
$152,212
0.01% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,326
shares
|
$149,506
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,312
shares
|
$147,928
0.01% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
1,308
shares
|
$147,477
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,307
shares
|
$147,364
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$146,011
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,259
shares
|
$141,952
0.04% of portfolio
|
Q1 2021
Reduced 6.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,249
shares
|
$140,824
0.01% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,222
shares
|
$137,780
0.0% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,200
shares
|
$135,300
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,164
shares
|
$131,241
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,163
shares
|
$131,128
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,155
shares
|
$130,226
0.07% of portfolio
|
Q1 2025
Added 281.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,147
shares
|
$129,324
0.0% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,120
shares
|
$126,280
0.02% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,100
shares
|
$124,025
0.03% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,094
shares
|
$123,348
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,055
shares
|
$118,951
0.08% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
1,051
shares
|
$118,500
0.0% of portfolio
|
Q1 2025
Reduced 70.93%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,018
shares
|
$114,779
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,010
shares
|
$113,877
0.02% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,005
shares
|
$113,313
0.02% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
1,000
shares
|
$112,750
0.02% of portfolio
|
Q1 2025
New holding
|