Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,504 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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
520
shares
|
$59,014
0.03% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$56,745
0.01% of portfolio
|
Q1 2025
Reduced 57.45%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
500
shares
|
$56,745
0.0% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$56,745
0.02% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
495
shares
|
$56,177
0.06% of portfolio
|
Q1 2025
Added 1275.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
485
shares
|
$55,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
470
shares
|
$53,340
0.01% of portfolio
|
Q4 2023
Added 46.88%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
467
shares
|
$52,999
0.01% of portfolio
|
Q4 2019
Reduced 9.85%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
465
shares
|
$52,772
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
464
shares
|
$52,659
0.01% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
464
shares
|
$52,659
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
460
shares
|
$52,205
0.02% of portfolio
|
Q1 2025
Reduced 30.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
450
shares
|
$51,070
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
444
shares
|
$50,389
0.02% of portfolio
|
Q2 2024
Reduced 33.53%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
432
shares
|
$49,027
0.0% of portfolio
|
Q3 2022
Reduced 31.21%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
425
shares
|
$48,233
0.01% of portfolio
|
Q1 2023
Added 44.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
415
shares
|
$47,098
0.0% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
405
shares
|
$45,963
0.01% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
405
shares
|
$45,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$45,396
0.01% of portfolio
|
Q1 2024
Added 57.48%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
400
shares
|
$45,396
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
400
shares
|
$45,396
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
392
shares
|
$44,488
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
389
shares
|
$44,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
381
shares
|
$43,239
0.0% of portfolio
|
Q1 2025
Added 9.8%
|