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 |
|---|---|---|---|---|---|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Apr 30, 2025 Q1 2025 |
207
shares
|
$23,492
0.0% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$22,698
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$22,698
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$22,698
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
200
shares
|
$22,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
200
shares
|
$22,698
0.01% of portfolio
|
Q1 2024
Reduced 14.16%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
200
shares
|
$22,698
0.02% of portfolio
|
Q4 2024
Reduced 26.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
198
shares
|
$22,471
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
194
shares
|
$22,017
0.0% of portfolio
|
Q1 2024
Reduced 28.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
192
shares
|
$21,790
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
184
shares
|
$20,882
0.01% of portfolio
|
Q1 2023
Added 35.29%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
181
shares
|
$20,541
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
172
shares
|
$19,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
171
shares
|
$19,406
0.0% of portfolio
|
Q3 2024
Added 98.84%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
171
shares
|
$19,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
169
shares
|
$19,179
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
165
shares
|
$18,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
162
shares
|
$18,385
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$18,271
0.01% of portfolio
|
Q4 2022
Reduced 19.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
160
shares
|
$18,158
0.0% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
160
shares
|
$18,158
0.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
159
shares
|
$18,044
0.01% of portfolio
|
Q1 2025
Added 140.91%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
152
shares
|
$17,250
0.0% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
152
shares
|
$17,250
0.0% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
150
shares
|
$17,023
0.01% of portfolio
|
Q1 2025
New holding
|