Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,438 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
110,514
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
109,084
shares
|
$10.7 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
107,518
shares
|
$10.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
106,377
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
105,613
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
103,150
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
102,418
shares
|
$10 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
101,105
shares
|
$9.89 Million
0.01% of portfolio
|
Q3 2024
Added 47.78%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
100,904
shares
|
$9.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.06%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
98,572
shares
|
$9.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
97,749
shares
|
$9.56 Million
0.18% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Nov 06, 2024 Q3 2024 |
97,224
shares
|
$9.51 Million
2.06% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
96,313
shares
|
$9.42 Million
0.34% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
94,488
shares
|
$9.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
93,610
shares
|
$9.15 Million
0.96% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
93,276
shares
|
$9.12 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
89,758
shares
|
$8.78 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
89,751
shares
|
$8.77 Million
0.02% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
87,936
shares
|
$8.6 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
87,476
shares
|
$8.55 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
85,386
shares
|
$8.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 13, 2024 Q3 2024 |
85,347
shares
|
$8.34 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
84,500
shares
|
$8.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
82,813
shares
|
$8.1 Million
2.89% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
82,379
shares
|
$8.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.06%
|