Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,539 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
85,921
shares
|
$9.81 Million
0.2% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
85,823
shares
|
$9.8 Million
0.14% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
85,131
shares
|
$9.72 Million
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
82,204
shares
|
$9.38 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
May 15, 2025 Q1 2025 |
81,025
shares
|
$9.25 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jul 09, 2025 Q2 2025 |
80,882
shares
|
$9.23 Million
2.97% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
80,113
shares
|
$9.14 Million
1.91% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
80,110
shares
|
$9.14 Million
0.02% of portfolio
|
Q1 2025
Added 47.56%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
79,900
shares
|
$9.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
79,612
shares
|
$9.09 Million
2.21% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
78,903
shares
|
$9.01 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
78,529
shares
|
$8.96 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
77,088
shares
|
$8.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
76,878
shares
|
$8.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
76,684
shares
|
$8.75 Million
1.44% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
76,522
shares
|
$8.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
76,358
shares
|
$8.72 Million
0.48% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
75,620
shares
|
$8.63 Million
2.27% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
72,308
shares
|
$8.25 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
68,972
shares
|
$7.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
66,597
shares
|
$7.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
64,977
shares
|
$7.42 Million
0.27% of portfolio
|
Q1 2025
Added 258.99%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
62,424
shares
|
$7.13 Million
0.08% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
62,173
shares
|
$7.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
61,539
shares
|
$7.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.39%
|