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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
379
shares
|
$43,012
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
375
shares
|
$42,558
0.0% of portfolio
|
Q3 2023
Reduced 63.41%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
375
shares
|
$42,558
0.01% of portfolio
|
Q3 2023
Added 36.36%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
372
shares
|
$42,218
0.02% of portfolio
|
Q2 2023
Added 416.67%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
371
shares
|
$42,104
0.01% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
369
shares
|
$41,877
0.04% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$39,948
0.0% of portfolio
|
Q4 2023
Added 13.55%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
350
shares
|
$39,721
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
346
shares
|
$39,267
0.0% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
335
shares
|
$38,019
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
323
shares
|
$36,657
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
322
shares
|
$36,543
0.01% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
314
shares
|
$35,635
0.02% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
310
shares
|
$35,181
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
303
shares
|
$34,387
0.02% of portfolio
|
Q4 2024
Reduced 96.6%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
300
shares
|
$34,047
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
300
shares
|
$34,047
0.0% of portfolio
|
Q2 2024
Reduced 88.33%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
300
shares
|
$34,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
292
shares
|
$33,139
0.02% of portfolio
|
Q4 2021
Reduced 13.86%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
292
shares
|
$33,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
281
shares
|
$31,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
268
shares
|
$30,415
0.02% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
267
shares
|
$30,301
0.0% of portfolio
|
Q1 2024
Added 28.99%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
267
shares
|
$30,301
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$29,734
0.0% of portfolio
|
Q4 2024
New holding
|