Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,503 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
86,307
shares
|
$9.79 Million
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
85,187
shares
|
$9.67 Million
0.14% of portfolio
|
Q1 2025
Reduced 26.87%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
84,920
shares
|
$9.64 Million
0.23% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
84,782
shares
|
$9.62 Million
0.38% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
84,596
shares
|
$9.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
84,500
shares
|
$9.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Feb 12, 2025 Q4 2024 |
83,141
shares
|
$9.44 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
82,304
shares
|
$9.34 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
81,554
shares
|
$9.26 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Apr 09, 2025 Q1 2025 |
80,835
shares
|
$9.17 Million
2.76% of portfolio
|
Q1 2025
Added 33.28%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
80,252
shares
|
$9.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
80,113
shares
|
$9.09 Million
1.63% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
79,612
shares
|
$9.04 Million
2.21% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
78,903
shares
|
$8.95 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
77,738
shares
|
$8.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
76,684
shares
|
$8.7 Million
1.44% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
75,620
shares
|
$8.58 Million
2.27% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
74,871
shares
|
$8.5 Million
0.29% of portfolio
|
Q4 2024
Added 87.29%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
73,888
shares
|
$8.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.79%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
73,745
shares
|
$8.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
73,509
shares
|
$8.34 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
72,428
shares
|
$8.22 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
68,972
shares
|
$7.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
65,889
shares
|
$7.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
63,073
shares
|
$7.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.82%
|