Novartis (NVS) Institutional Ownership

$102.57
-0.12 (-0.12%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
674
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
584
Total
Institutional Outflows
(last 12 months)
$2.46B
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NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Advisory Resource Group12,093$1.17M0.3%+65.7%0.001%
5/17/2024 XML Financial LLC9,675$936K0.1%-20.0%0.000%
5/17/2024 iA Global Asset Management Inc.17,848$1.73M0.0%+16.4%0.001%
5/17/2024 Beacon Capital Management LLC354$34K0.0%+149.3%0.000%
5/17/2024 Semmax Financial Advisors Inc.10,806$1.11M0.4%+16.8%0.001%
5/17/2024 Tidal Investments LLC2,885$279K0.0%N/A0.000%
5/16/2024 B. Riley Wealth Advisors Inc.27,074$2.76M0.1%+1.1%0.001%
5/16/2024 Oxford Wealth Group LLC6,800$658K0.6%N/A0.000%
5/16/2024 Janus Henderson Group PLC2,568,728$248.47M0.1%+0.6%0.126%
5/16/2024 Kahn Brothers Group Inc.15,413$1.49M0.2%-14.7%0.001%
5/16/2024 Bayesian Capital Management LP10,600$1.03M0.1%N/A0.001%
5/16/2024 Silvercrest Asset Management Group LLC10,994$1.06M0.0%+4.8%0.001%
5/15/2024 Ascent Group LLC6,071$587K0.1%-3.0%0.000%
5/15/2024 Earnest Partners LLC835,551$80.82M0.4%+2.6%0.041%
5/15/2024 SVB Wealth LLC13,159$1.27M0.0%-18.3%0.001%
5/15/2024 Mount Yale Investment Advisors LLC18,339$1.77M0.1%-29.2%0.001%
5/15/2024 CoreFirst Bank & Trust2,199$213K0.1%-5.3%0.000%
5/15/2024 Price T Rowe Associates Inc. MD115,849$11.21M0.0%+3.3%0.006%
5/15/2024 BOKF NA19,252$1.85M0.0%-5.3%0.001%
5/15/2024 Magnetar Financial LLC1,906,046$184.37M4.1%+53.7%0.093%
5/15/2024 Lazard Asset Management LLC5,944$574K0.0%-7.5%0.000%
5/15/2024 LRI Investments LLC2,168$222K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.6,595$638K0.0%-31.3%0.000%
5/15/2024 Guardian Capital Advisors LP43,898$4.09M0.4%-1.4%0.002%
5/15/2024 Gabelli Funds LLC86,000$8.32M0.1%-1.1%0.004%
5/14/2024 Capital Research Global Investors904,134$87.46M0.0%+0.0%0.044%
5/14/2024 Cadence Bank5,686$550K0.0%-5.2%0.000%
5/14/2024 Advisors Asset Management Inc.24,919$2.41M0.0%+10.8%0.001%
5/14/2024 EP Wealth Advisors LLC13,104$1.27M0.0%+18.6%0.001%
5/14/2024 Freestone Capital Holdings LLC4,388$424K0.0%-3.5%0.000%
5/14/2024 CreativeOne Wealth LLC6,239$604K0.0%N/A0.000%
5/14/2024 EntryPoint Capital LLC542$52K0.0%-45.8%0.000%
5/14/2024 Fayez Sarofim & Co49,400$4.78M0.0%-4.0%0.002%
5/14/2024 Crewe Advisors LLC1,275$123K0.0%N/A0.000%
5/14/2024 Evermay Wealth Management LLC1,176$114K0.0%+9.3%0.000%
5/14/2024 MQS Management LLC7,651$740K0.4%N/A0.000%
5/14/2024 Pitcairn Co.9,108$881K0.1%N/A0.000%
5/14/2024 Puzo Michael J34,810$3.37M0.9%-46.0%0.002%
5/14/2024 Saturna Capital Corp327,884$31.72M0.4%+0.1%0.016%
5/14/2024 Lake Street Advisors Group LLC8,284$832K0.0%+13.3%0.000%
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5/14/2024 Arjuna Capital13,204$1.28M0.4%-42.9%0.001%
5/13/2024 Financial Gravity Asset Management Inc.36,244$3.51M0.9%+82,272.7%0.002%
5/13/2024 Bessemer Group Inc.12,573$1.22M0.0%-16.0%0.001%
5/13/2024 Thornburg Investment Management Inc.7,800$754K0.0%+14.1%0.000%
5/13/2024 Clearbridge Investments LLC2,351$227K0.0%-9.4%0.000%
5/13/2024 Seven Eight Capital LP4,138$400K0.0%N/A0.000%
5/13/2024 O Shaughnessy Asset Management LLC180,764$17.49M0.2%+6.5%0.009%
5/13/2024 Rockport Wealth LLC3,842$372K0.1%N/A0.000%
5/13/2024 Penobscot Investment Management Company Inc.18,502$1.79M0.2%+2.5%0.001%
5/11/2024 Bahl & Gaynor Inc.103,010$9.96M0.1%-0.8%0.005%
5/11/2024 Lcnb Corp10,809$1.05M0.4%-5.1%0.001%
5/11/2024 Trustmark National Bank Trust Department65,969$6.38M0.5%-3.0%0.003%
5/11/2024 Davis R M Inc.2,099$203K0.0%-10.6%0.000%
5/11/2024 Catalytic Wealth RIA LLC4,085$395K0.1%+27.7%0.000%
5/11/2024 Jacobi Capital Management LLC6,391$618K0.1%-7.7%0.000%
5/11/2024 Mark Sheptoff Financial Planning LLC4,916$476K0.3%-2.0%0.000%
5/11/2024 Patten & Patten Inc. TN35,500$3.43M0.2%-0.3%0.002%
5/10/2024 Osaic Holdings Inc.91,336$8.84M0.0%-52.9%0.004%
5/10/2024 Acadian Asset Management LLC13,659$1.32M0.0%-71.6%0.001%
5/10/2024 TIAA Trust National Association7,852$760K0.0%+26.9%0.000%
5/10/2024 Alera Investment Advisors LLC6,405$620K0.1%N/A0.000%
5/10/2024 Clearstead Trust LLC269$26K0.0%+73.5%0.000%
5/10/2024 Pinnacle Wealth Planning Services Inc.5,509$533K0.1%+2.7%0.000%
5/10/2024 First Foundation Advisors3,501$339K0.0%-3.3%0.000%
5/10/2024 Banco Santander S.A.61,469$5.95M0.1%-9.1%0.003%
5/10/2024 Tocqueville Asset Management L.P.108,539$10.50M0.2%+0.5%0.005%
5/10/2024 Motco5,202$503K0.0%+12.9%0.000%
5/10/2024 TCTC Holdings LLC398,301$38.53M1.3%-0.1%0.019%
5/10/2024 Nwam LLC3,605$356K0.0%-15.2%0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC15,127$1.46M0.1%+5.6%0.001%
5/9/2024 ProVise Management Group LLC127,390$12.32M1.1%+2.5%0.006%
5/9/2024 Leo Wealth LLC9,404$907K0.1%-5.8%0.000%
5/9/2024 Orion Portfolio Solutions LLC29,368$2.84M0.0%-2.0%0.001%
5/9/2024 Blair William & Co. IL81,985$7.93M0.0%-3.8%0.004%
5/9/2024 Wilkins Investment Counsel Inc.187,737$18.16M2.7%+44.3%0.009%
5/9/2024 Kingsview Wealth Management LLC9,046$875K0.0%+6.1%0.000%
5/9/2024 Zevin Asset Management LLC90,738$8.78M1.5%+6.4%0.004%
5/9/2024 Martin Investment Management LLC236,800$22.91M5.6%+4.7%0.012%
5/9/2024 Managed Asset Portfolios LLC259,022$25.06M3.6%-6.1%0.013%
5/9/2024 Beacon Investment Advisory Services Inc.8,808$852K0.0%-11.3%0.000%
5/9/2024 SageView Advisory Group LLC6,996$677K0.0%+128.1%0.000%
5/9/2024 D Orazio & Associates Inc.3,762$364K0.1%+3.7%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.2,467$239K0.0%-4.4%0.000%
5/9/2024 Koshinski Asset Management Inc.2,080$201K0.0%-17.9%0.000%
5/8/2024 Cozad Asset Management Inc.2,314$224K0.0%-4.3%0.000%
5/8/2024 Richard C. Young & CO. LTD.131,600$12.73M1.6%-4.1%0.006%
5/8/2024 Sheets Smith Wealth Management2,625$254K0.0%+7.1%0.000%
5/8/2024 Financial & Tax Architects LLC3,542$343K0.1%+29.6%0.000%
5/8/2024 Bleakley Financial Group LLC54,731$5.29M0.2%+12.1%0.003%
5/8/2024 Henry James International Management Inc.35,733$3.46M1.1%+71.5%0.002%
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5/8/2024 Avantax Advisory Services Inc.18,766$1.82M0.0%+54.0%0.001%
5/8/2024 US Bancorp DE264,076$25.54M0.0%-0.9%0.013%
5/8/2024 Russell Investments Group Ltd.4,492$435K0.0%+28.8%0.000%
5/8/2024 QRG Capital Management Inc.168,532$16.30M0.2%+20.5%0.008%
5/8/2024 Watershed Private Wealth LLC2,176$210K0.1%-9.7%0.000%
5/8/2024 Headlands Technologies LLC6,687$647K0.2%N/A0.000%
5/8/2024 Williams Jones Wealth Management LLC.11,537$1.12M0.0%-4.4%0.001%
5/8/2024 Thoroughbred Financial Services LLC2,681$259K0.0%-38.7%0.000%
5/7/2024 Pointe Capital Management LLC3,842$372K0.2%-8.4%0.000%
5/7/2024 Sei Investments Co.572,889$55.41M0.1%-6.2%0.028%
(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, 1,263 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 1,019 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. ($7.94M), Providence Capital Advisors LLC ($3.17M), Arrowstreet Capital Limited Partnership ($2.50M), Bank of America Corp DE ($1.31M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), Sanders Capital LLC ($1.14M), and Dimensional Fund Advisors LP ($729.54K).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 38,457,002 shares in the last 24 months. This purchase volume represents approximately $3.54B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 832 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 ($4.56M), Charles Schwab Investment Management Inc. ($4.42M), Primecap Management Co. CA ($2.44M), and Loomis Sayles & Co. L P ($2.07M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 63,082,657 shares in the last 24 months. This volume of shares sold represents approximately $5.67B in transactions.


This page (NYSE:NVS) was last updated on 5/18/2024 by MarketBeat.com Staff

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