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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
980
shares
|
$110,495
0.01% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
978
shares
|
$110,269
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
977
shares
|
$110,156
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
974
shares
|
$109,818
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
964
shares
|
$108,691
0.02% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$107,112
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
932
shares
|
$105,083
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
925
shares
|
$104,293
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
872
shares
|
$98,318
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
855
shares
|
$96,401
0.03% of portfolio
|
Q2 2022
Reduced 3.93%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
832
shares
|
$93,808
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
825
shares
|
$93,018
0.08% of portfolio
|
Q4 2022
Reduced 5.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
807
shares
|
$90,989
0.04% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
800
shares
|
$90,200
0.0% of portfolio
|
Q1 2023
Reduced 54.08%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
775
shares
|
$87,381
0.01% of portfolio
|
Q2 2024
Reduced 39.22%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
753
shares
|
$84,900
0.0% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
745
shares
|
$83,998
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
720
shares
|
$81,180
0.02% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
710
shares
|
$80,052
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$78,925
0.04% of portfolio
|
Q1 2021
Reduced 58.82%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$78,925
0.03% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
700
shares
|
$78,925
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
696
shares
|
$78,474
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
683
shares
|
$77,008
0.01% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
675
shares
|
$76,106
0.02% of portfolio
|
Q1 2025
New holding
|