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DOW   37,983.24
QQQ   438.27
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JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
3 Key Stocks Helping to Drive the EV Race
Breakout Alert: Coinbase's Consolidation Is About To End
You Can Follow BlackRock’s Market View for Your Money
Closing prices for crude oil, gold and other commodities
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
3 Key Stocks Helping to Drive the EV Race
Breakout Alert: Coinbase's Consolidation Is About To End
You Can Follow BlackRock’s Market View for Your Money
Closing prices for crude oil, gold and other commodities
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
3 Key Stocks Helping to Drive the EV Race
Breakout Alert: Coinbase's Consolidation Is About To End
You Can Follow BlackRock’s Market View for Your Money
Closing prices for crude oil, gold and other commodities
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show
JPMorgan Chase, Advanced Micro Devices fall; Progressive, State Street rise, 4/12/2024

Novartis (NVS) Institutional Ownership

$93.53
-0.81 (-0.86%)
(As of 04/12/2024 ET)

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

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
758
Total
Institutional Inflows
(last 12 months)
$2.37B
Number of
Institutional Sellers
(last 12 months)
658
Total
Institutional Outflows
(last 12 months)
$3.89B
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Skip Chart & View Institutional Buying and Selling Data

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
4/12/2024Dynamic Advisor Solutions LLC14,417$1.40M0.0%-20.9%0.001%
4/12/2024Gateway Investment Advisers LLC2,373$230K0.0%N/A0.000%
4/12/2024Jacobs & Co. CA2,750$266K0.0%-7.6%0.000%
4/12/2024Ignite Planners LLC5,326$511K0.1%-16.0%0.000%
4/12/2024Range Financial Group LLC5,523$534K0.3%N/A0.000%
4/12/2024Northwest Investment Counselors LLC485$47K0.0%N/A0.000%
4/11/2024Ballentine Partners LLC15,380$1.49M0.0%+13.2%0.001%
4/11/2024Radnor Capital Management LLC5,925$573K0.1%-4.8%0.000%
4/11/2024Douglas Lane & Associates LLC179,964$17.41M0.2%+3.0%0.008%
4/11/2024&PARTNERS10,922$1.06M0.1%+82.7%0.001%
4/11/2024Matthew Goff Investment Advisor LLC84,583$8.18M1.7%+2.0%0.004%
4/11/2024First Affirmative Financial Network4,757$460K0.3%-4.4%0.000%
4/11/2024Tealwood Asset Management Inc.24,449$2.37M1.1%+0.5%0.001%
4/11/2024Eldred Rock Partners LLC14,379$1.39M0.8%+4.3%0.001%
4/11/2024BTC Capital Management Inc.12,901$1.25M0.1%N/A0.001%
4/10/2024 Park Avenue Securities LLC27,620$2.67M0.0%-14.0%0.001%
4/10/2024 American National Bank3,747$362K0.0%+53.0%0.000%
4/10/2024 Lantz Financial LLC7,194$696K0.2%-3.6%0.000%
4/10/2024 Perennial Advisors LLC35,674$3.45M0.8%-0.3%0.002%
4/10/2024 Fulton Bank N.A.7,086$685K0.0%-15.2%0.000%
4/9/2024 Montecito Bank & Trust2,956$286K0.1%-5.7%0.000%
4/9/2024 Richard P Slaughter Associates Inc14,988$1.45M0.3%-2.9%0.001%
4/9/2024 Welch Group LLC10,226$989K0.0%-5.2%0.000%
4/9/2024 Alaska Permanent Fund Corp2,643$256K0.0%N/A0.000%
4/9/2024 New Hampshire Trust9,623$931K0.2%-5.4%0.000%
4/9/2024 Mather Group LLC.7,553$763K0.0%-20.3%0.000%
4/8/2024 Tompkins Financial Corp2,973$288K0.0%+28.7%0.000%
4/5/2024 First Hawaiian Bank22,552$2.18M0.1%+2.1%0.001%
4/5/2024 Juncture Wealth Strategies LLC5,900$571K0.2%-4.8%0.000%
4/5/2024 GAMMA Investing LLC3,309$320K0.1%-4.5%0.000%
4/5/2024 Compass Wealth Management LLC17,625$1.71M0.4%-3.6%0.001%
4/5/2024 NBC Securities Inc.10,395$1.12M0.1%+3.7%0.000%
4/5/2024 CWM LLC82,612$7.99M0.1%-4.4%0.004%
4/4/2024 Trust Co. of Toledo NA OH19,602$1.90M0.3%+0.7%0.001%
4/3/2024 Peoples Bank KS6,683$646K0.5%-4.2%0.000%
4/3/2024 Timber Creek Capital Management LLC48,364$4.68M1.5%-7.0%0.002%
4/2/2024 M&R Capital Management Inc.3,308$320K0.1%-10.8%0.000%
4/1/2024 Park National Corp OH16,034$1.55M0.1%-10.5%0.001%
4/1/2024 Canandaigua National Bank & Trust Co.3,115$301K0.0%-13.0%0.000%
4/1/2024 Appleton Partners Inc. MA2,215$214K0.0%-11.9%0.000%
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3/26/2024HighPoint Advisor Group LLC19,568$1.87M0.1%N/A0.001%
3/22/2024PNC Financial Services Group Inc.244,786$24.72M0.0%-17.1%0.012%
3/15/2024B. Riley Wealth Advisors Inc.26,779$2.70M0.1%-1.1%0.001%
3/14/2024Ables Iannone Moore & Associates Inc.709$72K0.1%N/A0.000%
3/14/2024Leo Wealth LLC9,982$1.01M0.1%N/A0.000%
3/13/2024Sivia Capital Partners LLC5,289$534K0.3%N/A0.000%
3/8/2024Trust Co. of Vermont44,185$4.46M0.3%-16.5%0.002%
3/6/2024SageView Advisory Group LLC3,067$331K0.0%+30.6%0.000%
3/5/2024Fisher Asset Management LLC1,430,609$144.45M0.1%+1.6%0.067%
3/5/2024Wellington Management Group LLP4,746,599$479.26M0.1%+1.2%0.224%
3/4/2024Richardson Financial Services Inc.257$26K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC11,052$1.12M0.0%-9.8%0.001%
2/28/2024Abel Hall LLC3,110$314K0.3%N/A0.000%
2/26/2024Syon Capital LLC55,649$5.62M0.5%-13.7%0.003%
2/23/2024Beacon Financial Group23,991$2.42M0.3%+3.3%0.001%
2/21/2024V Square Quantitative Management LLC8,395$848K0.2%N/A0.000%
2/16/2024Price T Rowe Associates Inc. MD112,153$11.33M0.0%-1.1%0.005%
2/16/2024Wesbanco Bank Inc.3,892$393K0.0%-16.0%0.000%
2/16/2024SageView Advisory Group LLC3,067$331K0.0%+30.6%0.000%
2/16/2024Sanibel Captiva Trust Company Inc.15,298$1.55M0.1%N/A0.001%
2/16/2024DRW Securities LLC8,964$905K0.0%+79.2%0.000%
2/16/2024Harbour Investments Inc.7,175$724K0.0%+2.3%0.000%
2/15/2024Mercer Global Advisors Inc. ADV111,066$11.21M0.0%+2.6%0.005%
2/15/2024Employees Retirement System of Texas5,587$564K0.0%N/A0.000%
2/15/2024Venture Visionary Partners LLC11,144$1.13M0.1%-1.1%0.001%
2/15/2024Townsquare Capital LLC15,126$1.53M0.0%-41.0%0.001%
2/15/2024Cape Cod Five Cents Savings Bank3,049$308K0.0%-50.6%0.000%
2/15/2024Dodge & Cox13,165,538$1.33B0.8%-19.1%0.621%
2/15/2024Kensington Investment Counsel LLC9,808$990K0.5%+4.9%0.000%
2/15/2024Horizon Kinetics Asset Management LLC11,797$1.19M0.0%-3.3%0.001%
2/15/2024Moneta Group Investment Advisors LLC6,045$610K0.0%-2.9%0.000%
2/15/2024Atlas Capital Advisors LLC5,624$568K0.1%+39.9%0.000%
2/15/2024Fayez Sarofim & Co51,475$5.20M0.0%-20.0%0.002%
2/15/2024Voloridge Investment Management LLC280,061$28.28M0.1%+37.1%0.013%
2/15/2024Vident Advisory LLC13,226$1.34M0.0%+12.7%0.001%
2/15/2024Voya Financial Advisors Inc.11,136$1.11M0.1%+3.6%0.001%
2/15/2024Wimmer Associates 1 LLC3,029$306K0.2%-5.5%0.000%
2/15/2024Woodley Farra Manion Portfolio Management Inc.424,327$42.85M2.6%+4.3%0.020%
2/15/2024Modera Wealth Management LLC7,779$785K0.0%+3.0%0.000%
2/15/2024Oak Associates Ltd. OH152,833$15.43M1.2%+3.2%0.007%
2/15/2024Osterweis Capital Management Inc.79,840$8.06M0.5%+10.6%0.004%
2/15/2024Onex Canada Asset Management Inc.55,733$5.63M0.5%-30.5%0.003%
2/15/2024Price T Rowe Associates Inc. MD112,153$11.33M0.0%-1.1%0.005%
2/15/2024Freedom Investment Management Inc.9,213$930K0.1%+10.9%0.000%
2/15/2024Guardian Wealth Advisors LLC NC2,733$276K0.0%-3.7%0.000%
2/15/2024Bradley Foster & Sargent Inc. CT32,367$3.27M0.1%-13.5%0.002%
2/15/2024Buckingham Strategic Wealth LLC32,077$3.24M0.0%-21.8%0.002%
2/15/2024Baird Financial Group Inc.75,654$7.64M0.0%+3.1%0.004%
2/15/2024Clear Street Markets LLC50,851$5.13M0.5%N/A0.002%
2/14/2024Royal Bank of Canada589,361$59.51M0.0%+0.4%0.028%
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2/14/2024Mairs & Power Inc.2,024$204K0.0%N/A0.000%
2/14/2024Continuum Advisory LLC7,324$738K0.1%-10.9%0.000%
2/14/2024Pathstone Holdings LLC97,563$9.85M0.1%N/A0.005%
2/14/2024Point72 Hong Kong Ltd8,607$869K0.1%N/A0.000%
2/14/2024Waverly Advisors LLC2,904$293K0.0%+13.2%0.000%
2/14/2024Kestra Advisory Services LLC30,920$3.12M0.0%+4.3%0.001%
2/14/2024Creative Planning310,188$31.32M0.0%-30.7%0.015%
2/14/2024Garner Asset Management Corp1,015$102K0.0%N/A0.000%
2/14/2024First Financial Bankshares Inc316,956$32.00M0.8%N/A0.015%
2/14/2024Jacobi Capital Management LLC6,926$699K0.1%+1.5%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, 1,320 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.33B), 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 1,091 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), Moneta Group Investment Advisors LLC ($4.52M), Arrowstreet Capital Limited Partnership ($3.51M), Providence Capital Advisors LLC ($3.17M), Goldman Sachs Group Inc. ($1.36M), Bank of America Corp DE ($1.31M), and Dimensional Fund Advisors LP ($1.22M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 49,384,943 shares in the last 24 months. This purchase volume represents approximately $4.52B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 888 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), Dodge & Cox ($8.83M), Envestnet Asset Management Inc. ($7.12M), Boston Partners ($4.62M), Charles Schwab Investment Management Inc. ($4.42M), Arrowstreet Capital Limited Partnership ($3.95M), and Primecap Management Co. CA ($2.82M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 78,842,646 shares in the last 24 months. This volume of shares sold represents approximately $7.15B in transactions.


This page (NYSE:NVS) was last updated on 4/13/2024 by MarketBeat.com Staff

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