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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
56
shares
|
$6,355
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
55
shares
|
$6,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
54
shares
|
$6,128
0.0% of portfolio
|
Q1 2024
Added 122.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$6,128
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
53
shares
|
$6,014
0.0% of portfolio
|
Q1 2025
Reduced 72.4%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$5,901
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$5,674
0.0% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$5,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$5,561
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
48
shares
|
$5,447
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
45
shares
|
$5,107
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
45
shares
|
$5,107
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
44
shares
|
$4,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
43
shares
|
$4,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$4,653
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40
shares
|
$4,539
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
39
shares
|
$4,426
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
39
shares
|
$4,426
0.01% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
39
shares
|
$4,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
38
shares
|
$4,312
0.0% of portfolio
|
Q1 2024
Reduced 72.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38
shares
|
$4,312
0.0% of portfolio
|
Q2 2022
Added 46.15%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
37
shares
|
$4,199
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
36
shares
|
$4,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
36
shares
|
$4,085
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
36
shares
|
$4,085
0.0% of portfolio
|
Q4 2024
New holding
|