Free Trial

Novartis (NVS) Institutional Ownership

→ #1 election stock (From Porter & Company) (Ad)
Free NVS Stock Alerts
$97.49
+0.36 (+0.37%)
(As of 05/1/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
702
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
615
Total
Institutional Outflows
(last 12 months)
$2.70B
Get NVS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Novartis stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Mckinley Capital Management LLC23,069$2.23M0.3%+34.6%0.001%
5/2/2024Moloney Securities Asset Management LLC3,761$364K0.1%+12.1%0.000%
5/2/2024Palisade Asset Management LLC21,024$2.03M0.2%-8.1%0.001%
5/2/2024Allen Wealth Management LLC5,474$530K0.5%-64.7%0.000%
5/2/2024Schulhoff & Co. Inc.6,204$600K0.3%+2.5%0.000%
5/2/2024Argent Advisors Inc.3,343$323K0.1%+15.6%0.000%
5/1/2024Paces Ferry Wealth Advisors LLC3,685$356K0.2%-6.6%0.000%
5/1/2024Resonant Capital Advisors LLC2,534$255K0.0%N/A0.000%
5/1/2024Janney Montgomery Scott LLC252,761$24.45M0.1%-2.6%0.012%
5/1/2024BNP Paribas Financial Markets10,499$1.02M0.0%+30.6%0.001%
5/1/2024Ascent Wealth Partners LLC16,210$1.57M0.2%+1.5%0.001%
5/1/2024Mirae Asset Global Investments Co. Ltd.82,727$8.00M0.0%+47.5%0.004%
5/1/2024 Retirement Group LLC400$39K0.0%+57.5%0.000%
5/1/2024 Mission Wealth Management LP10,037$971K0.0%+7.5%0.000%
5/1/2024 Wambolt & Associates LLC28,225$2.71M0.8%+13.8%0.001%
5/1/2024 Northcape Wealth Management LLC7,572$732K0.3%-18.2%0.000%
5/1/2024 Sequoia Financial Advisors LLC25,311$2.45M0.0%-35.3%0.001%
5/1/2024 Diversify Advisory Services LLC2,170$208K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC37,392$3.62M0.0%-0.6%0.002%
4/30/2024 J.W. Cole Advisors Inc.6,314$611K0.0%+7.9%0.000%
4/30/2024 Hartline Investment Corp3,685$356K0.1%N/A0.000%
4/30/2024 Mcintyre Freedman & Flynn Investment Advisers Inc.28,130$2.72M2.0%-0.7%0.001%
4/30/2024 Norden Group LLC2,142$207K0.0%N/A0.000%
4/30/2024 Dillon & Associates Inc.5,323$516K0.1%-3.6%0.000%
4/30/2024 Van ECK Associates Corp270,440$26.16M0.0%+25.6%0.013%
4/30/2024 Privium Fund Management B.V.6,000$580K0.2%-39.9%0.000%
4/30/2024 HB Wealth Management LLC5,694$551K0.0%+30.1%0.000%
4/30/2024 Cordatus Wealth Management LLC5,167$500K0.4%+5.3%0.000%
4/30/2024 Violich Capital Management Inc.4,412$427K0.1%+3.8%0.000%
4/30/2024Concord Wealth Partners2,518$244K0.0%+29.7%0.000%
4/30/2024 Joel Isaacson & Co. LLC4,671$452K0.0%+76.5%0.000%
4/30/2024 Camden National Bank65,092$6.30M1.1%-2.1%0.003%
4/30/2024 Mill Capital Management LLC8,084$782K0.1%-3.6%0.000%
4/30/2024 Caprock Group LLC16,736$1.68M0.1%-2.4%0.001%
4/30/2024 Perigon Wealth Management LLC17,621$1.71M0.1%+3.9%0.001%
4/30/2024 Mayflower Financial Advisors LLC10,570$1.02M0.1%+1.7%0.001%
4/30/2024 Allspring Global Investments Holdings LLC4,754$460K0.0%+1,029.2%0.000%
4/29/2024Commonwealth Equity Services LLC223,755$21.64M0.0%-2.4%0.011%
4/29/2024 Mcdaniel Terry & Co.5,984$579K0.1%-48.0%0.000%
4/29/2024 Greenleaf Trust17,367$1.68M0.0%-1.6%0.001%
Protect Your Bank Account Before It’s Too Late (Ad)

For months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account. It gives them the power to monitor every single transaction …

Stop right now and do these 3 things to protect yourself
4/29/2024 Principal Financial Group Inc.2,523,334$244.08M0.1%+0.6%0.123%
4/29/2024 Benjamin Edwards Inc.23,736$2.30M0.5%+3.0%0.001%
4/29/2024 Crew Capital Management Ltd.3,599$348K0.3%+14.3%0.000%
4/29/2024 Notis McConarty Edward24,161$2.34M0.9%-34.2%0.001%
4/29/2024 Page Arthur B7,505$726K0.7%-56.7%0.000%
4/29/2024 RWA Wealth Partners LLC9,360$905K0.0%+3.3%0.000%
4/29/2024 Tower Bridge Advisors84,968$8.22M0.8%-6.6%0.004%
4/29/2024 Nichols & Pratt Advisers LLP MA43,296$4.19M0.3%-5.8%0.002%
4/27/2024 Foster Victor Wealth Advisors LLC124,888$11.78M1.1%+12.5%0.006%
4/26/2024 Pinnacle Associates Ltd.60,092$5.81M0.1%-1.5%0.003%
4/26/2024 Triasima Portfolio Management inc.29,335$2.84M0.2%-0.6%0.001%
4/26/2024 UMB Bank n.a.10,395$1.01M0.0%-4.6%0.001%
4/26/2024Prestige Wealth Management Group LLC425$43K0.0%-30.9%0.000%
4/26/2024 Yousif Capital Management LLC39,418$3.81M0.0%-1.8%0.002%
4/26/2024 Sage Rhino Capital LLC7,806$755K0.2%+2.1%0.000%
4/26/2024 Mitchell & Pahl Private Wealth LLC21,066$2.04M1.1%+1.9%0.001%
4/26/2024 SYSTM Wealth Solutions LLC4,430$436K0.1%-24.9%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.4,820$466K0.0%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC18,388$1.78M0.1%-0.9%0.001%
4/26/2024 Latitude Advisors LLC3,499$338K0.2%+18.5%0.000%
4/26/2024 Tritonpoint Wealth LLC2,157$209K0.0%-25.0%0.000%
4/25/2024 Glassy Mountain Advisors Inc.45,692$4.42M1.7%+5.7%0.002%
4/25/2024 Benedict Financial Advisors Inc.17,013$1.65M0.4%-0.8%0.001%
4/25/2024 Armor Investment Advisors LLC3,548$343K0.2%-56.9%0.000%
4/25/2024 Aaron Wealth Advisors LLC10,722$1.04M0.1%+81.6%0.001%
4/25/2024 Valeo Financial Advisors LLC7,022$691K0.0%+5.2%0.000%
4/25/2024 Telos Capital Management Inc.26,425$2.56M0.3%-2.1%0.001%
4/25/2024 Cascade Investment Advisors Inc.22,590$2.19M1.4%+1.5%0.001%
4/25/2024 Summit Financial LLC3,542$356K0.0%-29.6%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.57,413$5.55M0.0%+2.9%0.003%
4/24/2024 Beddow Capital Management Inc.3,240$313K0.1%-23.6%0.000%
4/24/2024 CENTRAL TRUST Co7,635$739K0.0%-6.3%0.000%
4/24/2024 1900 Wealth Management LLC5,481$530K0.0%-21.9%0.000%
4/24/2024 Berkshire Bank4,885$473K0.1%+9.0%0.000%
4/24/2024 Simplicity Wealth LLC54,714$5.29M0.1%N/A0.003%
4/24/2024 Archford Capital Strategies LLC14,073$1.36M0.2%+2.6%0.001%
4/24/2024 NBT Bank N A NY26,003$2.52M0.2%-1.2%0.001%
4/24/2024 First Fiduciary Investment Counsel Inc.141,064$13.65M2.8%-2.0%0.007%
4/24/2024 Spire Wealth Management3,584$347K0.0%-4.6%0.000%
4/24/2024 Buttonwood Financial Advisors Inc.2,330$225K0.1%-16.0%0.000%
4/24/2024 Essex Financial Services Inc.6,247$604K0.1%-2.5%0.000%
4/24/2024 Bar Harbor Wealth Management4,023$389K0.0%+14.3%0.000%
4/23/2024 Godsey & Gibb Inc.197,265$19.08M2.0%+0.8%0.010%
4/23/2024Busey Bank4,139$400K0.0%+5.4%0.000%
4/23/2024 BSW Wealth Partners7,576$733K0.1%-9.5%0.000%
4/23/2024 Global Retirement Partners LLC4,530$438K0.0%-16.9%0.000%
4/23/2024 LaFleur & Godfrey LLC2,898$280K0.0%-17.1%0.000%
4/23/2024 Sage Mountain Advisors LLC3,384$327K0.0%+53.5%0.000%
4/23/2024 Hamel Associates Inc.8,645$836K0.3%-5.5%0.000%
4/23/2024 Live Oak Private Wealth LLC80,395$7.78M1.3%-0.4%0.004%
READ THIS – If You Missed Out On The AI Boom (Ad)

Adam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy. Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.”

Click on Adam's shiny forehead for more details.
4/23/2024 Community Financial Services Group LLC49,660$4.80M1.1%N/A0.002%
4/23/2024 Hall Laurie J Trustee27,657$2.68M0.9%-0.5%0.001%
4/23/2024 Gradient Investments LLC4,983$482K0.0%-10.9%0.000%
4/23/2024 Fifth Third Bancorp60,625$5.86M0.0%+2.5%0.003%
4/23/2024 Wesbanco Bank Inc.4,544$440K0.0%+16.8%0.000%
4/23/2024 Summit Trail Advisors LLC4,597$462K0.0%+6.3%0.000%
4/23/2024 Stablepoint Partners LLC4,687$453K0.1%+9.3%0.000%
4/23/2024 Regatta Capital Group LLC4,596$445K0.1%+5.3%0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,096$675K0.0%-9.2%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.337,957$32.69M0.0%-2.7%0.017%
(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, 1,273 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.87B), Primecap Management Co. CA ($1.30B), Morgan Stanley ($710.76M), Bank of America Corp DE ($699.63M), Loomis Sayles & Co. L P ($617.95M), Dimensional Fund Advisors LP ($613.70M), and Franklin Resources Inc. ($597.24M).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 1,033 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. ($8.09M), Providence Capital Advisors LLC ($3.17M), Arrowstreet Capital Limited Partnership ($2.50M), Bank of America Corp DE ($1.31M), Dimensional Fund Advisors LP ($1.22M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), and Sanders Capital LLC ($1.14M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 39,572,950 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 843 institutional investors that sold Novartis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($10.41M), Envestnet Asset Management Inc. ($7.12M), Dodge & Cox ($5.73M), Boston Partners ($4.62M), Charles Schwab Investment Management Inc. ($4.42M), Primecap Management Co. CA ($2.82M), and Loomis Sayles & Co. L P ($2.66M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 64,753,435 shares in the last 24 months. This volume of shares sold represents approximately $5.81B in transactions.


Related Companies:
This page (NYSE:NVS) was last updated on 5/2/2024 by MarketBeat.com Staff

From Our Partners
AI finds its first serious application
Wall Street Star
A.I. is a Tidal Wave - Here’s What to Buy
Chaikin Analytics
Have You Seen Elon’s New A.I. Device? (Picture Inside)
InvestorPlace
Healthcare Takes A Big Step Forward With The Help Of AI
The Bull Report
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
😱 This phenomenon is smashing regular market gains
MillPub
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
Your bank is lying to you.
MyBankTracker