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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$11,349
0.0% of portfolio
|
Q1 2022
Reduced 71.26%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$11,349
0.0% of portfolio
|
Q4 2021
Reduced 71.26%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$11,349
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
100
shares
|
$11,349
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
100
shares
|
$11,349
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
100
shares
|
$11,349
0.0% of portfolio
|
Q2 2024
Added 669.23%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
100
shares
|
$11,349
0.0% of portfolio
|
Q4 2019
Added 120.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$11,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
98
shares
|
$11,122
0.01% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
98
shares
|
$11,122
0.0% of portfolio
|
Q3 2024
Added 58.06%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
98
shares
|
$11,122
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
98
shares
|
$11,122
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
90
shares
|
$10,214
0.0% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
84
shares
|
$9,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
80
shares
|
$9,079
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
79
shares
|
$8,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
75
shares
|
$8,511
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
73
shares
|
$8,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
73
shares
|
$8,284
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
69
shares
|
$7,830
0.0% of portfolio
|
Q1 2025
Added 666.67%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
67
shares
|
$7,603
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
65
shares
|
$7,376
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
62
shares
|
$7,036
0.0% of portfolio
|
Q1 2025
Reduced 97.18%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
59
shares
|
$6,695
0.0% of portfolio
|
Q2 2024
Reduced 47.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
58
shares
|
$6,582
0.0% of portfolio
|
Q1 2025
Reduced 1.69%
|