S&P 500   4,551.68
DOW   35,490.69
QQQ   380.00
S&P 500   4,551.68
DOW   35,490.69
QQQ   380.00
S&P 500   4,551.68
DOW   35,490.69
QQQ   380.00
S&P 500   4,551.68
DOW   35,490.69
QQQ   380.00

Novartis Institutional Ownership

$82.73
-2.11 (-2.49 %)
(As of 10/27/2021 12:00 AM ET)
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Today's Range
$82.42
$84.00
50-Day Range
$81.78
$95.14
52-Week Range
$77.04
$98.52
Volume
3.54 million shs
Average Volume
1.93 million shs
Market Capitalization
$185.05 billion
P/E Ratio
20.94
Dividend Yield
2.45%
Beta
0.54

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

Institutional Ownership Percentage: 9.90%
Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter


Novartis (NYSE NVS) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/27/2021Davy Global Fund Management Ltd13,310$1.09M0.2%-36.3%0.001%
10/27/2021Stephens Inc. AR28,675$2.35M0.0%+18.7%0.001%
10/27/2021Ballentine Partners LLC8,624$0.71M0.0%+6.4%0.000%
10/27/2021Mercer Capital Advisers Inc.4,650$0.38M0.2%-4.1%0.000%
10/27/2021Dearborn Partners LLC90,546$7.41M0.3%+0.9%0.004%
10/27/2021Patton Albertson Miller Group LLC12,465$1.02M0.2%-2.2%0.001%
10/27/2021Physicians Financial Services Inc.15,058$1.23M0.5%-2.0%0.001%
10/27/2021Ingalls & Snyder LLC98,738$8.08M0.4%-0.8%0.004%
10/27/2021Telemus Capital LLC25,707$2.10M0.2%+1.5%0.001%
10/27/2021Trust Co. of Virginia VA102,635$8.39M0.9%+1.4%0.005%
10/27/2021Carret Asset Management LLC47,553$3.89M0.5%-1.6%0.002%
10/26/2021Financial Counselors Inc.251,877$20.60M0.4%+1.8%0.011%
10/26/2021Legacy Financial Advisors Inc.3,433$0.28M0.1%-18.1%0.000%
10/26/2021Simmons Bank12,014$0.98M0.1%-2.7%0.001%
10/26/2021Moody Lynn & Lieberson LLC5,550$0.45M0.0%+5.7%0.000%
10/26/2021Fisher Asset Management LLC10,305,029$842.75M0.5%+3.4%0.461%
10/26/2021Sequoia Financial Advisors LLC2,830$0.23M0.0%-48.8%0.000%
10/26/2021First Affirmative Financial Network6,390$0.52M0.5%N/A0.000%
10/26/2021TCW Group Inc.72,873$5.96M0.0%-0.2%0.003%
10/26/2021J.W. Cole Advisors Inc.6,091$0.50M0.0%+8.5%0.000%
10/26/2021Moreno Evelyn V91,168$7.46M1.8%-0.6%0.004%
10/26/2021Rosenbaum Jay D.8,737$0.71M1.2%+3.2%0.000%
10/26/2021Cohen Lawrence B28,822$2.36M1.2%-4.8%0.001%
10/25/2021Naples Global Advisors LLC25,728$2.10M0.3%+2.2%0.001%
10/25/2021JJJ Advisors Inc.1,502$0.12M0.0%+10.7%0.000%
10/25/2021Blue Fin Capital Inc.3,464$0.28M0.1%-21.6%0.000%
10/25/2021Cubic Asset Management LLC45,040$3.28M1.0%+32.1%0.002%
10/25/2021Rockland Trust Co.2,501$0.21M0.0%-5.4%0.000%
10/25/2021Highland Capital Management LLC9,947$0.81M0.0%+3.3%0.000%
10/25/2021Krilogy Financial LLC14,550$1.19M0.1%+1.0%0.001%
10/25/2021OLD National Bancorp IN16,543$1.35M0.1%-21.3%0.001%
10/25/2021West Family Investments Inc.15,458$1.26M0.5%+28.3%0.001%
10/25/2021Minot Wealth Management LLC3,393$0.28M0.1%-5.1%0.000%
10/25/2021Cerity Partners LLC12,873$1.05M0.0%-5.1%0.001%
10/22/2021GSB Wealth Management LLC4,210$0.34M0.2%-7.8%0.000%
10/22/2021DDD Partners LLC150,937$12.34M1.8%+0.9%0.007%
10/22/2021Optimum Investment Advisors1,015$83K0.0%-21.3%0.000%
10/22/2021Cadence Bank NA14,733$1.21M0.4%-13.8%0.001%
10/22/2021Global Retirement Partners LLC3,564$0.29M0.0%+3.8%0.000%
10/22/2021Tompkins Financial Corp2,599$0.21M0.0%N/A0.000%
10/22/2021Trust Co. of Vermont72,568$5.93M0.4%-2.0%0.003%
10/22/2021Patten & Patten Inc. TN56,978$4.66M0.4%-3.6%0.003%
10/22/2021D.B. Root & Company LLC8,669$0.71M0.3%-14.5%0.000%
10/22/2021Plimoth Trust Co. LLC3,104$0.25M0.1%-6.2%0.000%
10/22/2021Narwhal Capital Management69,938$5.72M0.7%-18.8%0.003%
10/22/2021Murphy Capital Management Inc.3,138$0.26M0.0%-17.2%0.000%
10/21/2021Franklin Parlapiano Turner & Welch LLC68,590$5.61M1.8%+0.3%0.003%
10/21/2021Hanson & Doremus Investment Management857$70K0.0%-20.4%0.000%
10/21/2021Cascade Investment Advisors Inc.22,470$1.84M1.2%+4.2%0.001%
10/21/2021Cardinal Capital Management40,352$3.30M0.7%+0.3%0.002%
10/21/2021Boenning & Scattergood Inc.6,246$0.51M0.1%+13.6%0.000%
10/21/2021Farmers & Merchants Investments Inc.50,293$4.11M0.2%-0.5%0.002%
10/21/2021Foresight Wealth Management LLC6,331$0.52M0.1%-5.7%0.000%
10/21/2021V Wealth Advisors LLC6,562$0.54M0.1%+13.0%0.000%
10/21/2021Park Avenue Securities LLC15,698$1.28M0.0%+5.5%0.001%
10/21/2021Aaron Wealth Advisors LLC5,468$0.45M0.1%+8.1%0.000%
10/21/2021Kestra Private Wealth Services LLC9,165$0.75M0.0%-38.8%0.000%
10/21/2021Douglas Lane & Associates LLC573,319$46.89M0.7%-12.1%0.026%
10/21/2021Crossmark Global Holdings Inc.25,010$2.05M0.0%-53.5%0.001%
10/21/2021Avantax Advisory Services Inc.8,990$0.73M0.0%+14.3%0.000%
10/20/2021ProVise Management Group LLC84,183$6.88M0.7%+4.7%0.004%
10/20/2021Royal Fund Management LLC33,601$2.75M0.4%-7.9%0.002%
10/20/2021Patriot Investment Management Inc.5,140$0.42M0.0%+4.7%0.000%
10/20/2021StoneX Group Inc.105,169$8.60M1.2%N/A0.005%
10/20/2021Chevy Chase Trust Holdings Inc.770,461$63.01M0.2%-15.5%0.034%
10/20/2021North Star Asset Management Inc.5,001$0.41M0.0%+13.0%0.000%
10/20/2021Keudell Morrison Wealth Management3,947$0.32M0.1%+7.3%0.000%
10/20/2021E&G Advisors LP6,298$0.52M0.1%N/A0.000%
10/20/2021Liberty One Investment Management LLC11,190$0.92M0.2%+4.5%0.001%
10/20/2021Ledyard National Bank3,827$0.31M0.0%-10.7%0.000%
10/19/2021Kestra Advisory Services LLC113,168$9.26M0.1%+71.4%0.005%
10/19/2021Arkadios Wealth Advisors1,991$0.16M0.0%-10.4%0.000%
10/19/2021JJJ Advisors Inc.1,502$0.12M0.0%+10.7%0.000%
10/19/2021Pflug Koory LLC625$51K0.0%-22.8%0.000%
10/19/2021Venturi Wealth Management LLC4,858$0.40M0.0%-16.5%0.000%
10/19/2021Reilly Financial Advisors LLC207,381$16.96M1.4%+2.4%0.009%
10/19/2021Stratos Wealth Advisors LLC6,286$0.51M0.0%+82.7%0.000%
10/19/2021Telos Capital Management Inc.22,523$1.84M0.3%-3.4%0.001%
10/19/2021Pinnacle Associates Ltd.73,760$6.03M0.1%-1.7%0.003%
10/19/2021CENTRAL TRUST Co8,483$0.69M0.0%-2.3%0.000%
10/19/2021Prentiss Smith & Co. Inc.56,720$4.64M2.4%-0.3%0.003%
10/19/2021Ellevest Inc.7,560$0.62M0.1%+28.6%0.000%
10/19/2021UMA Financial Services Inc.3,655$0.31M0.1%-9.6%0.000%
10/18/2021Clarius Group LLC5,495$0.45M0.0%-9.2%0.000%
10/18/2021Raymond James Trust N.A.19,866$1.63M0.1%-4.0%0.001%
10/18/2021Axiom Investment Management LLC2,827$0.23M0.2%-21.0%0.000%
10/18/2021Brandywine Oak Private Wealth LLC7,259$0.59M0.1%+9.1%0.000%
10/18/2021Gradient Investments LLC7,193$0.59M0.0%+3.6%0.000%
10/18/2021Annex Advisory Services LLC16,593$1.36M0.1%-1.8%0.001%
10/18/2021Cypress Asset Management Inc. TX10,819$0.89M0.2%-1.5%0.000%
10/18/2021Moser Wealth Advisors LLC10,465$0.86M0.5%+12.3%0.000%
10/15/2021Intersect Capital LLC3,141$0.26M0.0%-12.7%0.000%
10/15/2021Lowell Blake & Associates Inc.66,309$5.42M2.5%+2.0%0.003%
10/15/2021Heritage Way Advisors LLC35,132$2.87M1.2%-0.5%0.002%
10/15/2021Bartlett & Co. LLC220,923$18.07M0.3%-0.5%0.010%
10/15/2021Baker Ellis Asset Management LLC14,029$1.15M0.2%-3.3%0.001%
10/15/2021Pacer Advisors Inc.50,249$4.11M0.1%-0.9%0.002%
10/15/2021Juncture Wealth Strategies LLC5,300$0.43M0.2%+8.2%0.000%
10/15/2021Fifth Third Bancorp79,385$6.49M0.0%-4.2%0.004%
10/15/2021Peoples Financial Services CORP.3,276$0.27M0.1%-4.4%0.000%
(Data available from 1/1/2016 forward)













Novartis (NYSE:NVS) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of Novartis?

During the previous two years, 1,249 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($2.23B), Primecap Management Co. CA ($1.76B), Loomis Sayles & Co. L P ($1.69B), Fisher Asset Management LLC ($842.75M), Bank of America Corp DE ($821.31M), Franklin Resources Inc. ($686.33M), and Boston Partners ($574.84M).Learn more on NVS's institutional investors

What percentage of Novartis stock is owned by institutional investors?

9.90% 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 1,018 institutional investors that purchased Novartis stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Loomis Sayles & Co. L P ($3.30M), Dodge & Cox ($2.78M), Jennison Associates LLC ($2.52M), Cullen Capital Management LLC ($2.34M), Fisher Asset Management LLC ($2.13M), Mawer Investment Management Ltd. ($1.73M), and Morgan Stanley ($1.50M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 46,260,346 shares in the last 24 months. This purchase volume represents approximately $4.16B in transactions.

Which Novartis institutionals have been selling company stock?

Of the 841 institutional investors that sold Novartis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mawer Investment Management Ltd. ($5M), Primecap Management Co. CA ($4.73M), Franklin Resources Inc. ($4.45M), Renaissance Technologies LLC ($4.31M), BlackRock Inc. ($3.70M), The Manufacturers Life Insurance Company ($3.12M), and Boston Partners ($2.98M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 58,951,880 shares in the last 24 months. This volume of shares sold represents approximately $5.63B in transactions.

This page was last updated on 10/28/2021 by MarketBeat.com Staff

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