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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
49,501
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
49,161
shares
|
$5.58 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
48,987
shares
|
$5.56 Million
0.02% of portfolio
|
Q4 2024
Added 161.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
48,661
shares
|
$5.52 Million
0.14% of portfolio
|
Q4 2023
Added 8.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
48,542
shares
|
$5.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
48,270
shares
|
$5.48 Million
0.22% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
48,193
shares
|
$5.47 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
47,989
shares
|
$5.45 Million
1.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
47,951
shares
|
$5.44 Million
0.84% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
47,892
shares
|
$5.44 Million
3.76% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
47,158
shares
|
$5.35 Million
0.0% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
46,896
shares
|
$5.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
46,747
shares
|
$5.31 Million
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
46,508
shares
|
$5.28 Million
0.06% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Henry James International Management Inc.
|
Apr 25, 2025 Q1 2025 |
45,999
shares
|
$5.22 Million
1.8% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
45,143
shares
|
$5.12 Million
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
44,324
shares
|
$5.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
43,841
shares
|
$4.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
43,635
shares
|
$4.95 Million
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
43,558
shares
|
$4.94 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
43,397
shares
|
$4.93 Million
0.07% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
43,263
shares
|
$4.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
43,092
shares
|
$4.89 Million
0.1% of portfolio
|
Q1 2025
Added 81.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
43,055
shares
|
$4.89 Million
0.1% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
42,250
shares
|
$4.79 Million
0.11% of portfolio
|
Q1 2023
Reduced 2.97%
|