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Novartis (NVS) Institutional Ownership

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$97.51 -0.35 (-0.36%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Novartis (NYSE:NVS)

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
662
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
544
Total
Institutional Outflows
(last 12 months)
$1.57B
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NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Veracity Capital LLC3,828$373K0.1%-3.3%0.000%
1/17/2025 Trust Co. of Oklahoma11,898$1.16M0.4%+1.5%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.7,197$700K0.0%-6.9%0.000%
1/17/2025 First PREMIER Bank1,175$114K0.0%-16.7%0.000%
1/17/2025 Wesbanco Bank Inc.3,664$357K0.0%-10.0%0.000%
1/17/2025 Janney Montgomery Scott LLC249,622$24.29M0.1%+1.9%0.012%
1/17/2025 Bartlett & CO. Wealth Management LLC116,489$11.34M0.2%-0.6%0.006%
1/17/2025 SG Americas Securities LLC10,348$1.01M0.0%-51.4%0.001%
1/17/2025 Baker Ellis Asset Management LLC11,327$1.10M0.2%-4.7%0.001%
1/17/2025 Marino Stram & Associates LLC4,642$452K0.1%+4.5%0.000%
1/17/2025 Daymark Wealth Partners LLC29,272$2.85M0.1%+5.0%0.001%
1/17/2025 Dakota Wealth Management6,345$617K0.0%-2.6%0.000%
1/17/2025 Braun Bostich & Associates Inc.2,221$216K0.2%-5.6%0.000%
1/17/2025 XML Financial LLC10,455$1.02M0.1%+6.7%0.001%
1/17/2025 Nisa Investment Advisors LLC1,022$99K0.0%+95.8%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH32,835$3.20M0.0%-3.2%0.002%
1/17/2025 Atomi Financial Group Inc.15,933$1.55M0.1%-13.4%0.001%
1/17/2025 Transform Wealth LLC27,903$2.72M0.2%-1.4%0.001%
1/17/2025 Chesley Taft & Associates LLC32,347$3.15M0.1%-3.4%0.002%
1/16/2025 Crossmark Global Holdings Inc.38,227$3.72M0.1%+7.3%0.002%
1/16/2025 Mitchell & Pahl Private Wealth LLC22,184$2.16M1.0%+5.8%0.001%
1/16/2025 Ballentine Partners LLC19,234$1.87M0.0%+4.5%0.001%
1/16/2025 New Hampshire Trust8,374$815K0.2%-1.6%0.000%
1/16/2025 Koshinski Asset Management Inc.2,137$208K0.0%+6.5%0.000%
1/16/2025 FLC Capital Advisors2,586$252K0.1%+9.3%0.000%
1/16/2025 UMB Bank n.a.7,419$722K0.0%-27.6%0.000%
1/16/2025 Diversify Advisory Services LLC4,592$455K0.0%-2.7%0.000%
1/16/2025 Diversify Wealth Management LLC7,240$717K0.1%+17.4%0.000%
1/16/2025 Eldred Rock Partners LLC60,651$5.90M2.0%+0.2%0.003%
1/16/2025 Smart Money Group LLC9,144$890K0.3%+7.1%0.000%
1/16/2025 Hall Laurie J Trustee27,215$2.65M0.9%-1.2%0.001%
1/16/2025 Grove Bank & Trust1,046$102K0.0%-14.5%0.000%
1/16/2025 Liberty One Investment Management LLC6,448$627K0.1%-2.6%0.000%
1/16/2025 Clarius Group LLC7,931$772K0.1%+25.5%0.000%
1/15/2025 HF Advisory Group LLC9,045$880K0.4%+7.6%0.000%
1/15/2025 Aaron Wealth Advisors LLC14,117$1.37M0.2%+7.5%0.001%
1/15/2025 IAM Advisory LLC15,160$1.48M0.4%+1.7%0.001%
1/15/2025 Ameritas Advisory Services LLC10,158$988K0.0%-2.7%0.000%
1/15/2025 HB Wealth Management LLC6,744$656K0.0%+8.6%0.000%
1/15/2025 Financial & Tax Architects LLC5,522$537K0.1%+14.1%0.000%
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1/15/2025 Trust Co. of Vermont47,968$4.67M0.2%-0.8%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.11,840$1.15M0.0%-3.3%0.001%
1/15/2025 Arkadios Wealth Advisors8,487$826K0.0%+38.0%0.000%
1/15/2025 Brooklyn Investment Group563$55K0.0%N/A0.000%
1/15/2025 Albert D Mason Inc.13,254$1.29M0.9%-1.7%0.001%
1/15/2025 Merit Financial Group LLC10,791$1.05M0.0%+10.3%0.001%
1/15/2025 Boston Common Asset Management LLC156,774$15.26M0.4%-5.7%0.008%
1/15/2025 CNB Bank6,122$596K0.3%-13.7%0.000%
1/15/2025 Wealthcare Advisory Partners LLC2,789$271K0.0%-6.2%0.000%
1/15/2025 Procyon Advisors LLC20,653$2.01M0.1%-1.1%0.001%
1/15/2025 Goldstone Financial Group LLC5,146$501K0.1%+19.3%0.000%
1/15/2025 Cohen Investment Advisors LLC3,814$371K0.2%+3.1%0.000%
1/15/2025 Ritholtz Wealth Management92,473$9.00M0.3%-4.0%0.005%
1/15/2025 Carnegie Investment Counsel11,669$1.14M0.0%-1.7%0.001%
1/14/2025 Foresight Capital Management Advisors Inc.24,604$2.39M1.4%+7.6%0.001%
1/14/2025 Stonebridge Capital Management Inc.14,625$1.42M0.6%-1.0%0.001%
1/14/2025 StrongBox Wealth LLC5,529$538K0.2%-3.5%0.000%
1/14/2025 Northside Capital Management LLC3,296$321K0.1%+29.5%0.000%
1/14/2025 Heritage Family Offices LLP6,107$594K0.3%+1.9%0.000%
1/14/2025 Flywheel Private Wealth LLC2,797$272K0.3%N/A0.000%
1/14/2025 Brady Family Wealth LLC2,831$275K0.1%-13.2%0.000%
1/14/2025 Godsey & Gibb Inc.192,287$18.71M1.9%+0.5%0.009%
1/14/2025 Advisors Management Group Inc. ADV17,022$1.66M0.4%-1.1%0.001%
1/14/2025 Radnor Capital Management LLC5,450$530K0.1%-16.5%0.000%
1/14/2025 Richard P Slaughter Associates Inc15,024$1.46M0.3%-2.9%0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,688$164K0.0%+176.3%0.000%
1/14/2025 Park Avenue Securities LLC43,127$4.20M0.0%+31.3%0.002%
1/14/2025 Kathmere Capital Management LLC12,954$1.26M0.1%-27.1%0.001%
1/14/2025 Fifth Third Wealth Advisors LLC3,602$351K0.0%+22.4%0.000%
1/14/2025 Peoples Financial Services CORP.2,084$203K0.1%-11.6%0.000%
1/14/2025 SeaCrest Wealth Management LLC2,271$221K0.0%N/A0.000%
1/14/2025 Ignite Planners LLC5,724$559K0.1%+4.3%0.000%
1/14/2025 West Oak Capital LLC18,778$1.83M0.6%+0.7%0.001%
1/13/2025 Cullen Investment Group LTD.5,611$546K0.1%-4.2%0.000%
1/13/2025 Tealwood Asset Management Inc.24,249$2.36M1.0%+1.4%0.001%
1/13/2025 Traveka Wealth LLC3,304$321K0.2%-6.3%0.000%
1/13/2025 Burns J W & Co. Inc. NY6,787$660K0.1%-15.3%0.000%
1/13/2025 Bar Harbor Wealth Management3,133$305K0.0%-14.6%0.000%
1/13/2025 Eastern Bank92,566$9.01M0.2%-46.2%0.005%
1/13/2025 Claro Advisors LLC3,954$385K0.1%-14.7%0.000%
1/13/2025 Sivia Capital Partners LLC5,303$516K0.3%-10.2%0.000%
1/13/2025 Wedmont Private Capital6,348$629K0.0%+2.6%0.000%
1/13/2025 Agate Pass Investment Management LLC7,215$702K0.3%N/A0.000%
1/13/2025 Thomasville National Bank2,944$286K0.0%-11.4%0.000%
1/13/2025 Brookstone Capital Management11,905$1.16M0.0%+1.1%0.001%
1/13/2025 Trust Co. of Toledo NA OH19,405$1.89M0.2%-1.3%0.001%
1/10/2025 Graypoint LLC3,357$327K0.0%-10.3%0.000%
1/10/2025 Bruce G. Allen Investments LLC2,454$239K0.2%-8.9%0.000%
1/10/2025 ST Germain D J Co. Inc.6,171$600K0.0%+12.4%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC102,609$9.99M0.0%+0.2%0.005%
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1/10/2025 Marotta Asset Management7,003$680K0.1%-3.7%0.000%
1/8/2025 First Hawaiian Bank20,219$1.97M0.1%-2.8%0.001%
1/8/2025 Douglas Lane & Associates LLC157,974$15.37M0.2%-4.2%0.008%
1/8/2025 Fulton Bank N.A.7,777$757K0.0%+19.7%0.000%
1/8/2025 Park National Corp OH14,788$1.44M0.1%-1.1%0.001%
1/7/2025 Range Financial Group LLC3,117$303K0.1%N/A0.000%
1/6/2025 CWA Asset Management Group LLC30,840$3.00M0.2%+20.1%0.002%
1/3/2025 First City Capital Management Inc.4,626$450K0.2%-13.7%0.000%
1/3/2025 GAMMA Investing LLC5,024$489K0.0%-7.6%0.000%
1/3/2025 Versant Capital Management Inc785$76K0.0%+782.0%0.000%
(Data available from 1/1/2016 forward)

NVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVS shares?

During the previous two years, 1,300 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.87B), Primecap Management Co. CA ($1.38B), Dimensional Fund Advisors LP ($788.63M), Morgan Stanley ($710.76M), Bank of America Corp DE ($699.63M), Loomis Sayles & Co. L P ($663.62M), and Franklin Resources Inc. ($509.05M).Learn more on NVS's institutional investors.

What percentage of Novartis stock is owned by institutional investors?

13.12% of Novartis stock is owned by institutional investors. Learn more on NVS's institutional investor holdings.

Which institutional investors have been buying Novartis stock?

Of the 1,027 institutional investors that purchased Novartis stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.79M), Providence Capital Advisors LLC ($3.16M), Arrowstreet Capital Limited Partnership ($2.50M), Dimensional Fund Advisors LP ($1.65M), Bank of New York Mellon Corp ($1.25M), Bank of America Corp DE ($1.24M), and Grantham Mayo Van Otterloo & Co. LLC ($1.14M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 39,584,207 shares in the last 24 months. This purchase volume represents approximately $3.87B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 834 institutional investors that sold Novartis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.14M), Charles Schwab Investment Management Inc. ($4.42M), Franklin Resources Inc. ($2.55M), Primecap Management Co. CA ($2.51M), Cullen Capital Management LLC ($1.77M), Boston Partners ($1.76M), and Renaissance Technologies LLC ($1.51M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 41,900,703 shares in the last 24 months. This volume of shares sold represents approximately $4.16B in transactions.


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This page (NYSE:NVS) was last updated on 1/21/2025 by MarketBeat.com Staff
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