Novartis (NVS) Institutional Ownership

$97.11 +0.34 (+0.35%)

(As of 12/20/2024 04:33 PM ET)

Current Institutional Ownership Percentage: 13.12%
Number of Institutional Buyers (last 12 months): 670
Total Institutional Inflows (last 12 months): $1.48B

Number of Institutional Sellers (last 12 months): 546
Total Institutional Outflows (last 12 months): $1.56B

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NVS Institutional Buying and Selling by Quarter

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Novartis Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/13/2024	B. Riley Wealth Advisors Inc.	22,552	$2.59M	0.1%	-9.8%	0.001%
12/10/2024	DGS Capital Management LLC	10,683	$1.23M	0.3%	+5.2%	0.001%
12/6/2024	Logan Capital Management Inc.	40,836	$4.70M	0.2%	+4.3%	0.002%
12/2/2024	Beaird Harris Wealth Management LLC	704	$81K	0.0%	+280.5%	0.000%
11/27/2024	Franklin Resources Inc.	4,377,042	$509.05M	0.1%	-18.0%	0.214%
11/26/2024	Tri Ri Asset Management Corp	33,202	$3.82M	1.9%	N/A	0.002%
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11/25/2024	Synovus Financial Corp	19,157	$2.20M	0.0%	+42.7%	0.001%
11/25/2024	Tidal Investments LLC	5,680	$653K	0.0%	+24.4%	0.000%
11/25/2024	Optimist Retirement Group LLC	19,313	$2.22M	1.0%	+0.9%	0.001%
11/25/2024	Wilmington Savings Fund Society FSB	41,404	$4.76M	0.1%	+263.6%	0.002%
11/25/2024	Arvest Bank Trust Division	23,246	$2.67M	0.2%	N/A	0.001%
11/25/2024	World Investment Advisors LLC	33,671	$3.87M	0.1%	N/A	0.002%
11/25/2024	Sanctuary Advisors LLC	93,276	$10.73M	0.1%	+14.9%	0.005%
11/22/2024	Stock Yards Bank & Trust Co.	19,287	$2.22M	0.1%	-5.8%	0.001%
11/21/2024	Tri Ri Asset Management Corp	33,202	$3.82M	4.3%	N/A	0.002%
11/20/2024	Virtu Financial LLC	3,714	$427K	0.0%	N/A	0.000%
11/20/2024	Advisory Resource Group	12,372	$1.42M	0.3%	-5.1%	0.001%
11/19/2024	TCW Group Inc.	73,745	$8.48M	0.1%	-0.3%	0.004%
11/18/2024	Rehmann Capital Advisory Group	6,314	$726K	0.0%	-7.6%	0.000%
11/18/2024	TD Private Client Wealth LLC	12,446	$1.43M	0.0%	+40.6%	0.001%
11/18/2024	Arete Wealth Advisors LLC	3,520	$405K	0.0%	-39.2%	0.000%
11/18/2024	Empire Financial Management Company LLC	14,374	$1.65M	0.5%	-3.1%	0.001%
11/18/2024	Coldstream Capital Management Inc.	7,947	$914K	0.0%	+16.2%	0.000%
11/15/2024	Foyston Gordon & Payne Inc	10,851	$1.25M	0.3%	-54.5%	0.001%
11/15/2024	Greenwood Gearhart Inc.	3,552	$409K	0.0%	-6.6%	0.000%
11/15/2024	M&T Bank Corp	161,066	$18.53M	0.1%	-3.9%	0.008%
11/15/2024	Abel Hall LLC	3,710	$427K	0.3%	+4.4%	0.000%
11/15/2024	Continuum Advisory LLC	926	$107K	0.0%	-10.5%	0.000%
11/15/2024	O Brien Greene & Co. Inc	5,574	$641K	0.2%	-2.2%	0.000%
11/15/2024	LRI Investments LLC	4,734	$545K	0.0%	+118.4%	0.000%
11/15/2024	Drucker Wealth 3.0 LLC	9,003	$1.04M	0.2%	+2.2%	0.000%
11/15/2024	Public Employees Retirement System of Ohio	183,256	$21.08M	0.1%	N/A	0.009%
11/15/2024	EWA LLC	2,258	$260K	0.1%	+12.8%	0.000%
11/15/2024	Cape Cod Five Cents Savings Bank	3,346	$356K	0.0%	+13.9%	0.000%
11/15/2024	MML Investors Services LLC	129,201	$14.86M	0.1%	+9.1%	0.006%
11/15/2024	Legacy Investment Solutions LLC	245	$28K	0.0%	N/A	0.000%
11/15/2024	Headinvest LLC	17,851	$2.05M	0.4%	-0.7%	0.001%
11/15/2024	Dorsey Wright & Associates	20,618	$2.37M	0.6%	N/A	0.001%
11/15/2024	Orion Portfolio Solutions LLC	32,423	$3.73M	0.1%	+3.4%	0.002%
11/15/2024	World Investment Advisors LLC	261,369	$30.06M	0.2%	N/A	0.013%
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11/15/2024	XTX Topco Ltd	30,519	$3.51M	0.3%	N/A	0.001%
11/15/2024	DF Dent & Co. Inc.	3,465	$399K	0.0%	-9.4%	0.000%
11/15/2024	National Bank of Canada FI	116,898	$13.44M	0.0%	-34.3%	0.006%
11/15/2024	Hendershot Investments Inc.	3,331	$383K	0.1%	+6.4%	0.000%
11/15/2024	EP Wealth Advisors LLC	13,630	$1.57M	0.0%	+15.6%	0.001%
11/15/2024	Kovitz Investment Group Partners LLC	18,747	$2.16M	0.0%	-9.6%	0.001%
11/15/2024	Voya Financial Advisors Inc.	13,646	$1.58M	0.2%	+4.9%	0.001%
11/15/2024	Wellington Management Group LLP	3,999,175	$459.99M	0.1%	-8.8%	0.196%
11/15/2024	State Street Corp	1,695,309	$194.99M	0.0%	-3.3%	0.083%
11/15/2024	Stifel Financial Corp	219,027	$25.19M	0.0%	+3.9%	0.011%
11/15/2024	SYM FINANCIAL Corp	1,835	$211K	0.0%	N/A	0.000%
11/15/2024	Quantinno Capital Management LP	123,390	$14.19M	0.2%	+10.6%	0.006%
11/15/2024	Reynders McVeigh Capital Management LLC	109,084	$12.55M	0.7%	-4.6%	0.005%
11/15/2024	IHT Wealth Management LLC	3,216	$369K	0.0%	+44.9%	0.000%
11/15/2024	Ingalls & Snyder LLC	116,434	$13.39M	0.5%	+1.9%	0.006%
11/15/2024	Integrated Wealth Concepts LLC	23,831	$2.74M	0.0%	-2.2%	0.001%
11/15/2024	Janus Henderson Group PLC	2,541,861	$292.37M	0.1%	-0.3%	0.124%
11/15/2024	HighTower Advisors LLC	290,860	$33.46M	0.0%	-1.7%	0.014%
11/15/2024	Hilltop Holdings Inc.	11,284	$1.30M	0.1%	+10.1%	0.001%
11/15/2024	Centiva Capital LP	2,263	$260K	0.0%	-48.1%	0.000%
11/15/2024	Chevy Chase Trust Holdings LLC	1,109,095	$127.57M	0.4%	-0.3%	0.054%
11/15/2024	Ascent Group LLC	6,691	$770K	0.1%	+4.3%	0.000%
11/15/2024	Beacon Investment Advisory Services Inc.	7,734	$890K	0.0%	-3.9%	0.000%
11/15/2024	Benjamin Edwards Inc.	45,491	$5.24M	0.1%	+90.1%	0.002%
11/15/2024	Aureus Asset Management LLC	1,929	$222K	0.0%	N/A	0.000%
11/15/2024	Paradigm Capital Management LLC NV	2,945	$339K	0.3%	N/A	0.000%
11/14/2024	Timber Creek Capital Management LLC	42,368	$4.87M	1.4%	-16.9%	0.002%
11/14/2024	Semmax Financial Advisors Inc.	11,084	$1.16M	0.3%	-1.4%	0.001%
11/14/2024	Ironwood Investment Counsel LLC	1,872	$215K	0.0%	N/A	0.000%
11/14/2024	Circle Wealth Management LLC	4,825	$555K	0.0%	-7.7%	0.000%
11/14/2024	Captrust Financial Advisors	131,045	$15.07M	0.0%	+1.3%	0.006%
11/14/2024	Atlantic Union Bankshares Corp	17,711	$2.04M	0.1%	-1.0%	0.001%
11/14/2024	Rockefeller Capital Management L.P.	105,613	$12.14M	0.0%	-4.4%	0.005%
11/14/2024	Hantz Financial Services Inc.	16,234	$1.87M	0.0%	+1.6%	0.001%
11/14/2024	Financial Counselors Inc.	259,813	$29.88M	0.4%	-0.1%	0.013%
11/14/2024	Fiduciary Trust Co	49,957	$5.75M	0.1%	+1.2%	0.002%
11/14/2024	Providence Capital Advisors LLC	28,913	$3.33M	0.7%	-18.6%	0.001%
11/14/2024	CreativeOne Wealth LLC	6,772	$779K	0.0%	N/A	0.000%
11/13/2024	Glenmede Trust Co. NA	37,613	$4.33M	0.0%	-5.1%	0.002%
11/13/2024	Freedom Investment Management Inc.	7,116	$818K	0.1%	-17.9%	0.000%
11/13/2024	Townsquare Capital LLC	42,759	$4.92M	0.1%	+38.4%	0.002%
11/13/2024	CKW Financial Group	700	$80K	0.0%	-12.5%	0.000%
11/13/2024	Transamerica Financial Advisors Inc.	1,562	$180K	0.0%	+156,100.0%	0.000%
11/13/2024	BNP Paribas Financial Markets	25,890	$2.98M	0.0%	+6.4%	0.001%
11/13/2024	Quantbot Technologies LP	39,976	$4.60M	0.2%	+135.5%	0.002%
11/13/2024	FMR LLC	1,353,412	$155.67M	0.0%	+5.5%	0.066%
11/13/2024	D.A. Davidson & CO.	487,140	$56.03M	0.5%	-1.0%	0.024%
11/13/2024	Bank of Montreal Can	780,980	$90.29M	0.0%	+18.7%	0.038%
11/13/2024	Private Trust Co. NA	4,821	$555K	0.1%	+7.9%	0.000%
11/13/2024	Horizon Kinetics Asset Management LLC	12,144	$1.40M	0.0%	+2.9%	0.001%
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11/13/2024	Brown Brothers Harriman & Co.	52,932	$6.09M	0.0%	-5.3%	0.003%
11/13/2024	Loomis Sayles & Co. L P	5,769,638	$663.62M	0.9%	-3.0%	0.282%
11/13/2024	Fisher Asset Management LLC	1,706,009	$196.23M	0.1%	+15.7%	0.083%
11/12/2024	Hartford Funds Management Co LLC	6,612	$760K	0.1%	+1.9%	0.000%
11/12/2024	Pekin Hardy Strauss Inc.	38,493	$4.43M	0.6%	-0.8%	0.002%
11/12/2024	Summit Trail Advisors LLC	5,177	$595K	0.0%	-6.8%	0.000%
11/12/2024	SevenBridge Financial Group LLC	14,043	$1.48M	0.3%	-2.3%	0.001%
11/12/2024	Centaurus Financial Inc.	5,728	$659K	0.0%	+1.7%	0.000%
11/12/2024	Larson Financial Group LLC	1,229	$141K	0.0%	+2,218.9%	0.000%
11/12/2024	Managed Asset Portfolios LLC	193,359	$22.24M	3.1%	-21.0%	0.009%

(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, 1,310 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 1,035 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 39,707,306 shares in the last 24 months. This purchase volume represents approximately $3.88B in transactions.
Which Novartis major shareholders have been selling company stock?: Of the 836 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 41,912,502 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 12/21/2024 by MarketBeat.com Staff

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Novartis (NVS) Institutional Ownership

NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

NVS Institutional Ownership - Frequently Asked Questions

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Novartis (NVS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Novartis (NYSE:NVS)

NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

NVS Institutional Ownership - Frequently Asked Questions

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