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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
150
shares
|
$17,023
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
148
shares
|
$16,796
0.0% of portfolio
|
Q4 2024
Reduced 78.98%
|
|
|
Ninety One Uk LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
147
shares
|
$16,683
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
144
shares
|
$16,342
0.02% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
140
shares
|
$15,888
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
135
shares
|
$15,321
0.0% of portfolio
|
Q2 2024
Reduced 75.23%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
133
shares
|
$15,094
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
131
shares
|
$14,867
0.0% of portfolio
|
Q1 2025
Added 147.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
130
shares
|
$14,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
129
shares
|
$14,640
0.0% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
128
shares
|
$14,526
0.01% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
128
shares
|
$14,526
0.0% of portfolio
|
Q3 2024
Added 113.33%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
127
shares
|
$14,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$14,186
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
123
shares
|
$13,959
0.0% of portfolio
|
Q1 2023
Reduced 50.4%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
121
shares
|
$13,732
0.0% of portfolio
|
Q2 2024
Reduced 25.77%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
120
shares
|
$13,618
0.0% of portfolio
|
Q1 2025
Reduced 67.91%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
120
shares
|
$13,618
0.0% of portfolio
|
Q4 2024
Reduced 99.59%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
119
shares
|
$13,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
119
shares
|
$13,505
0.0% of portfolio
|
Q1 2025
Added 50.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
115
shares
|
$13,051
0.0% of portfolio
|
Q4 2022
Reduced 20.69%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
115
shares
|
$13,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
115
shares
|
$13,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
107
shares
|
$12,143
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
100
shares
|
$11,349
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|