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Novartis (NVS) Institutional Ownership

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$109.42 +2.11 (+1.96%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$109.76 +0.34 (+0.31%)
As of 02/21/2025 07:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
750
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
606
Total
Institutional Outflows
(last 12 months)
$1.26B
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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
2/21/2025Ascent Group LLC6,848$666K0.1%+2.3%0.000%
2/21/2025Aberdeen Wealth Management LLC12,030$1.17M0.8%-5.5%0.001%
2/21/2025Perennial Advisors LLC41,171$4.01M0.9%N/A0.002%
2/21/2025Vermillion Wealth Management Inc.465$45K0.0%N/A0.000%
2/20/2025 Forum Financial Management LP24,553$2.39M0.0%+3.1%0.001%
2/20/2025Michels Family Financial LLC3,482$339K0.3%N/A0.000%
2/20/2025 Castlekeep Investment Advisors LLC11,589$1.13M0.2%N/A0.001%
2/20/2025 Drucker Wealth 3.0 LLC8,425$820K0.2%-6.4%0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC20,736$2.02M0.3%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC20,364$1.98M0.1%+5.7%0.001%
2/19/2025 Public Employees Retirement System of Ohio9,700$944K0.0%-94.7%0.000%
2/18/2025 GTS Securities LLC9,650$939K0.0%-76.3%0.000%
2/18/2025 Fourth Dimension Wealth LLC400$39K0.0%N/A0.000%
2/18/2025 Vise Technologies Inc.18,007$1.75M0.1%+7.8%0.001%
2/18/2025 Orion Capital Management LLC533$52K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC4,400$428K0.0%+50.1%0.000%
2/18/2025 Continuum Advisory LLC1,021$99K0.0%+10.3%0.000%
2/17/2025 Waverly Advisors LLC10,243$997K0.0%+28.2%0.001%
2/17/2025 Williams Jones Wealth Management LLC.10,933$1.06M0.0%-1.8%0.001%
2/17/2025 Vident Advisory LLC25,337$2.47M0.0%+12.6%0.001%
2/17/2025 Wimmer Associates 1 LLC2,524$246K0.1%-17.6%0.000%
2/17/2025 St. Clair Advisors LLC7,092$690K0.2%N/A0.000%
2/17/2025 Two Sigma Advisers LP4,600$448K0.0%+24.3%0.000%
2/17/2025 Two Sigma Investments LP54,289$5.28M0.0%+91.3%0.003%
2/17/2025 Tidal Investments LLC6,172$601K0.0%+8.7%0.000%
2/17/2025 Texas Bank & Trust Co7,798$759K0.3%N/A0.000%
2/17/2025 Strategic Global Advisors LLC12,811$1.25M0.2%+7.7%0.001%
2/17/2025 Snowden Capital Advisors LLC13,099$1.28M0.0%-5.3%0.001%
2/17/2025 Silvercrest Asset Management Group LLC10,144$987K0.0%+5.8%0.000%
2/17/2025 Royal Bank of Canada590,722$57.48M0.0%-5.2%0.029%
2/17/2025 Raiffeisen Bank International AG255$25K0.0%N/A0.000%
2/17/2025 Point72 Europe London LLP105,829$10.30M0.6%N/A0.005%
2/17/2025 Quadcap Wealth Management LLC12,801$1.25M0.2%-8.5%0.001%
2/17/2025 Quantinno Capital Management LP140,356$13.66M0.1%+13.7%0.007%
2/17/2025 Pathstone Holdings LLC102,378$9.96M0.0%-0.7%0.005%
2/17/2025 Parkwood LLC117,991$11.48M1.3%N/A0.006%
2/17/2025 NorthRock Partners LLC2,121$206K0.0%+11.5%0.000%
2/17/2025 OMERS ADMINISTRATION Corp10,200$993K0.0%N/A0.000%
2/17/2025 Minot DeBlois Advisors LLC10,185$991K0.9%N/A0.000%
2/17/2025 Mmbg Investment Advisors CO.3,492$340K0.0%-30.2%0.000%
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2/17/2025 Lazard Asset Management LLC4,786$465K0.0%-9.6%0.000%
2/17/2025 Logan Capital Management Inc.41,381$4.03M0.2%+1.3%0.002%
2/17/2025 LRI Investments LLC2,734$266K0.0%-42.2%0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC49,161$4.78M0.2%-5.6%0.002%
2/17/2025 Janus Henderson Group PLC2,358,523$229.51M0.1%-7.2%0.115%
2/17/2025 JARISLOWSKY FRASER Ltd53,492$5.21M0.0%-5.8%0.003%
2/17/2025 Kahn Brothers Group Inc.21,181$2.06M0.4%+20.5%0.001%
2/17/2025 Graham Capital Management L.P.48,193$4.69M0.1%N/A0.002%
2/17/2025 Focus Partners Wealth40,699$4.09M0.0%+37.3%0.002%
2/17/2025 Foyston Gordon & Payne Inc10,984$1.07M0.3%+1.2%0.001%
2/17/2025 Ellevest Inc.15,970$1.55M0.1%-12.7%0.001%
2/17/2025 Ethic Inc.119,673$11.65M0.2%-9.8%0.006%
2/17/2025 Fiduciary Trust Co49,558$4.82M0.1%-0.8%0.002%
2/17/2025 First Manhattan CO. LLC.49,648$5.17M0.0%+6.9%0.002%
2/17/2025 FORA Capital LLC17,380$1.69M0.2%N/A0.001%
2/17/2025 Family Management Corp20,127$1.96M0.3%N/A0.001%
2/17/2025 Circle Wealth Management LLC5,119$498K0.0%+6.1%0.000%
2/17/2025 Clark Capital Management Group Inc.556,302$54.13M0.4%-2.9%0.027%
2/17/2025 Dunhill Financial LLC664$65K0.0%+31.0%0.000%
2/17/2025 EP Wealth Advisors LLC12,000$1.17M0.0%-12.0%0.001%
2/17/2025 Colonial Trust Co SC3,589$349K0.1%+20.7%0.000%
2/17/2025 CoreCap Advisors LLC2,079$202K0.0%+33.6%0.000%
2/17/2025 Cresset Asset Management LLC36,785$3.58M0.0%-52.9%0.002%
2/17/2025 Cubist Systematic Strategies LLC56,891$5.54M0.0%N/A0.003%
2/17/2025 Cetera Investment Advisers125,831$12.25M0.0%+10.5%0.006%
2/17/2025 Centiva Capital LP5,119$498K0.0%+126.2%0.000%
2/17/2025 Bridgefront Capital LLC8,655$842K0.3%N/A0.000%
2/17/2025 Captrust Financial Advisors121,664$11.84M0.0%-7.2%0.006%
2/17/2025 Cary Street Partners Financial LLC8,136$792K0.0%N/A0.000%
2/17/2025 Castlekeep Investment Advisors LLC1,127,726$109.74M0.7%N/A0.055%
2/17/2025 Chapman Financial Group LLC3,733$363K0.3%N/A0.000%
2/17/2025 Brown Advisory Inc.199,417$19.41M0.0%-1.6%0.010%
2/17/2025 Balyasny Asset Management L.P.17,872$1.74M0.0%N/A0.001%
2/17/2025 Baird Financial Group Inc.84,596$8.23M0.0%-5.7%0.004%
2/17/2025 Beverly Hills Private Wealth LLC9,769$951K0.2%-8.4%0.000%
2/17/2025 Bank of America Corp DE4,548,803$442.64M0.0%-8.4%0.223%
2/17/2025 Benjamin Edwards Inc.36,933$3.60M0.1%-18.8%0.002%
2/17/2025 BNP Paribas Financial Markets97,978$9.53M0.0%+278.4%0.005%
2/17/2025 Ameriprise Financial Inc.350,963$34.15M0.0%-17.4%0.017%
2/17/2025 American Trust Investment Advisors LLC5,975$581K0.2%+15.5%0.000%
2/17/2025 Aptus Capital Advisors LLC16,026$1.56M0.0%+252.5%0.001%
2/17/2025 Accredited Wealth Management LLC625$61K0.1%N/A0.000%
2/14/2025 Hutner Capital Management Inc.5,894$574K0.3%+129.3%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV145,759$14.18M0.0%-1.6%0.007%
2/14/2025 Keel Point LLC6,691$651K0.1%-11.3%0.000%
2/14/2025 Rehmann Capital Advisory Group5,494$535K0.0%-13.0%0.000%
2/14/2025 Schonfeld Strategic Advisors LLC62,418$6.07M0.0%N/A0.003%
2/14/2025 AdvisorShares Investments LLC4,360$424K0.1%N/A0.000%
2/14/2025 Lido Advisors LLC16,178$1.57M0.0%+39.5%0.001%
2/14/2025 Northern Trust Corp2,132,591$207.52M0.0%+23.1%0.104%
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2/14/2025 The Manufacturers Life Insurance Company 90,587$8.82M0.0%+0.9%0.004%
2/14/2025 Bellwether Advisors LLC389$38K0.0%N/A0.000%
2/14/2025 Beacon Pointe Advisors LLC43,841$4.27M0.0%-8.6%0.002%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.539$52K0.0%N/A0.000%
2/14/2025 Earnest Partners LLC795,911$77.45M0.3%-1.6%0.039%
2/14/2025 Aquatic Capital Management LLC84,920$8.26M0.2%+4.8%0.004%
2/14/2025 Coldstream Capital Management Inc.7,764$756K0.0%-2.3%0.000%
2/14/2025 New Vernon Capital Holdings II LLC10,837$1.06M0.6%-18.9%0.001%
2/14/2025 Three Seasons Wealth LLC3,400$331K0.2%N/A0.000%
2/14/2025 Hayek Kallen Investment Management40,075$3.90M1.4%-0.6%0.002%
(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, 1,389 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.19B), Primecap Management Co. CA ($1.07B), Dimensional Fund Advisors LP ($796.37M), Morgan Stanley ($710.76M), Loomis Sayles & Co. L P ($542.69M), Bank of America Corp DE ($442.64M), and Franklin Resources Inc. ($423.84M).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 1,106 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. ($7.77M), Providence Capital Advisors LLC ($3.16M), Dimensional Fund Advisors LP ($1.74M), Bank of New York Mellon Corp ($1.25M), Bank of America Corp DE ($1.24M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), and Castlekeep Investment Advisors LLC ($1.14M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 41,004,637 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 876 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. ($7.16M), Charles Schwab Investment Management Inc. ($4.42M), Primecap Management Co. CA ($3.50M), Franklin Resources Inc. ($2.08M), Renaissance Technologies LLC ($1.51M), Cullen Capital Management LLC ($1.18M), and Mondrian Investment Partners LTD ($1.16M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 39,353,496 shares in the last 24 months. This volume of shares sold represents approximately $3.97B in transactions.


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This page (NYSE:NVS) was last updated on 2/22/2025 by MarketBeat.com Staff
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