NYSE:NVS

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
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$84.00
50-Day Range: $81.78
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$95.14
52-Week Range: $77.04
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$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%

Institutional Buying and Selling by Quarter

Novartis (NYSE NVS) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/27/2021	Davy Global Fund Management Ltd	13,310	$1.09M	0.2%	-36.3%	0.001%
10/27/2021	Stephens Inc. AR	28,675	$2.35M	0.0%	+18.7%	0.001%
10/27/2021	Ballentine Partners LLC	8,624	$0.71M	0.0%	+6.4%	0.000%
10/27/2021	Mercer Capital Advisers Inc.	4,650	$0.38M	0.2%	-4.1%	0.000%
10/27/2021	Dearborn Partners LLC	90,546	$7.41M	0.3%	+0.9%	0.004%
10/27/2021	Patton Albertson Miller Group LLC	12,465	$1.02M	0.2%	-2.2%	0.001%
10/27/2021	Physicians Financial Services Inc.	15,058	$1.23M	0.5%	-2.0%	0.001%
10/27/2021	Ingalls & Snyder LLC	98,738	$8.08M	0.4%	-0.8%	0.004%
10/27/2021	Telemus Capital LLC	25,707	$2.10M	0.2%	+1.5%	0.001%
10/27/2021	Trust Co. of Virginia VA	102,635	$8.39M	0.9%	+1.4%	0.005%

10/27/2021	Carret Asset Management LLC	47,553	$3.89M	0.5%	-1.6%	0.002%
10/26/2021	Financial Counselors Inc.	251,877	$20.60M	0.4%	+1.8%	0.011%
10/26/2021	Legacy Financial Advisors Inc.	3,433	$0.28M	0.1%	-18.1%	0.000%
10/26/2021	Simmons Bank	12,014	$0.98M	0.1%	-2.7%	0.001%
10/26/2021	Moody Lynn & Lieberson LLC	5,550	$0.45M	0.0%	+5.7%	0.000%
10/26/2021	Fisher Asset Management LLC	10,305,029	$842.75M	0.5%	+3.4%	0.461%
10/26/2021	Sequoia Financial Advisors LLC	2,830	$0.23M	0.0%	-48.8%	0.000%
10/26/2021	First Affirmative Financial Network	6,390	$0.52M	0.5%	N/A	0.000%
10/26/2021	TCW Group Inc.	72,873	$5.96M	0.0%	-0.2%	0.003%
10/26/2021	J.W. Cole Advisors Inc.	6,091	$0.50M	0.0%	+8.5%	0.000%
10/26/2021	Moreno Evelyn V	91,168	$7.46M	1.8%	-0.6%	0.004%
10/26/2021	Rosenbaum Jay D.	8,737	$0.71M	1.2%	+3.2%	0.000%
10/26/2021	Cohen Lawrence B	28,822	$2.36M	1.2%	-4.8%	0.001%
10/25/2021	Naples Global Advisors LLC	25,728	$2.10M	0.3%	+2.2%	0.001%
10/25/2021	JJJ Advisors Inc.	1,502	$0.12M	0.0%	+10.7%	0.000%
10/25/2021	Blue Fin Capital Inc.	3,464	$0.28M	0.1%	-21.6%	0.000%
10/25/2021	Cubic Asset Management LLC	45,040	$3.28M	1.0%	+32.1%	0.002%
10/25/2021	Rockland Trust Co.	2,501	$0.21M	0.0%	-5.4%	0.000%
10/25/2021	Highland Capital Management LLC	9,947	$0.81M	0.0%	+3.3%	0.000%
10/25/2021	Krilogy Financial LLC	14,550	$1.19M	0.1%	+1.0%	0.001%
10/25/2021	OLD National Bancorp IN	16,543	$1.35M	0.1%	-21.3%	0.001%
10/25/2021	West Family Investments Inc.	15,458	$1.26M	0.5%	+28.3%	0.001%
10/25/2021	Minot Wealth Management LLC	3,393	$0.28M	0.1%	-5.1%	0.000%
10/25/2021	Cerity Partners LLC	12,873	$1.05M	0.0%	-5.1%	0.001%
10/22/2021	GSB Wealth Management LLC	4,210	$0.34M	0.2%	-7.8%	0.000%
10/22/2021	DDD Partners LLC	150,937	$12.34M	1.8%	+0.9%	0.007%
10/22/2021	Optimum Investment Advisors	1,015	$83K	0.0%	-21.3%	0.000%
10/22/2021	Cadence Bank NA	14,733	$1.21M	0.4%	-13.8%	0.001%
10/22/2021	Global Retirement Partners LLC	3,564	$0.29M	0.0%	+3.8%	0.000%
10/22/2021	Tompkins Financial Corp	2,599	$0.21M	0.0%	N/A	0.000%
10/22/2021	Trust Co. of Vermont	72,568	$5.93M	0.4%	-2.0%	0.003%
10/22/2021	Patten & Patten Inc. TN	56,978	$4.66M	0.4%	-3.6%	0.003%
10/22/2021	D.B. Root & Company LLC	8,669	$0.71M	0.3%	-14.5%	0.000%
10/22/2021	Plimoth Trust Co. LLC	3,104	$0.25M	0.1%	-6.2%	0.000%
10/22/2021	Narwhal Capital Management	69,938	$5.72M	0.7%	-18.8%	0.003%
10/22/2021	Murphy Capital Management Inc.	3,138	$0.26M	0.0%	-17.2%	0.000%
10/21/2021	Franklin Parlapiano Turner & Welch LLC	68,590	$5.61M	1.8%	+0.3%	0.003%
10/21/2021	Hanson & Doremus Investment Management	857	$70K	0.0%	-20.4%	0.000%
10/21/2021	Cascade Investment Advisors Inc.	22,470	$1.84M	1.2%	+4.2%	0.001%
10/21/2021	Cardinal Capital Management	40,352	$3.30M	0.7%	+0.3%	0.002%
10/21/2021	Boenning & Scattergood Inc.	6,246	$0.51M	0.1%	+13.6%	0.000%
10/21/2021	Farmers & Merchants Investments Inc.	50,293	$4.11M	0.2%	-0.5%	0.002%
10/21/2021	Foresight Wealth Management LLC	6,331	$0.52M	0.1%	-5.7%	0.000%
10/21/2021	V Wealth Advisors LLC	6,562	$0.54M	0.1%	+13.0%	0.000%
10/21/2021	Park Avenue Securities LLC	15,698	$1.28M	0.0%	+5.5%	0.001%
10/21/2021	Aaron Wealth Advisors LLC	5,468	$0.45M	0.1%	+8.1%	0.000%
10/21/2021	Kestra Private Wealth Services LLC	9,165	$0.75M	0.0%	-38.8%	0.000%
10/21/2021	Douglas Lane & Associates LLC	573,319	$46.89M	0.7%	-12.1%	0.026%
10/21/2021	Crossmark Global Holdings Inc.	25,010	$2.05M	0.0%	-53.5%	0.001%
10/21/2021	Avantax Advisory Services Inc.	8,990	$0.73M	0.0%	+14.3%	0.000%
10/20/2021	ProVise Management Group LLC	84,183	$6.88M	0.7%	+4.7%	0.004%
10/20/2021	Royal Fund Management LLC	33,601	$2.75M	0.4%	-7.9%	0.002%
10/20/2021	Patriot Investment Management Inc.	5,140	$0.42M	0.0%	+4.7%	0.000%
10/20/2021	StoneX Group Inc.	105,169	$8.60M	1.2%	N/A	0.005%
10/20/2021	Chevy Chase Trust Holdings Inc.	770,461	$63.01M	0.2%	-15.5%	0.034%
10/20/2021	North Star Asset Management Inc.	5,001	$0.41M	0.0%	+13.0%	0.000%
10/20/2021	Keudell Morrison Wealth Management	3,947	$0.32M	0.1%	+7.3%	0.000%
10/20/2021	E&G Advisors LP	6,298	$0.52M	0.1%	N/A	0.000%
10/20/2021	Liberty One Investment Management LLC	11,190	$0.92M	0.2%	+4.5%	0.001%
10/20/2021	Ledyard National Bank	3,827	$0.31M	0.0%	-10.7%	0.000%
10/19/2021	Kestra Advisory Services LLC	113,168	$9.26M	0.1%	+71.4%	0.005%
10/19/2021	Arkadios Wealth Advisors	1,991	$0.16M	0.0%	-10.4%	0.000%
10/19/2021	JJJ Advisors Inc.	1,502	$0.12M	0.0%	+10.7%	0.000%
10/19/2021	Pflug Koory LLC	625	$51K	0.0%	-22.8%	0.000%
10/19/2021	Venturi Wealth Management LLC	4,858	$0.40M	0.0%	-16.5%	0.000%
10/19/2021	Reilly Financial Advisors LLC	207,381	$16.96M	1.4%	+2.4%	0.009%
10/19/2021	Stratos Wealth Advisors LLC	6,286	$0.51M	0.0%	+82.7%	0.000%
10/19/2021	Telos Capital Management Inc.	22,523	$1.84M	0.3%	-3.4%	0.001%
10/19/2021	Pinnacle Associates Ltd.	73,760	$6.03M	0.1%	-1.7%	0.003%
10/19/2021	CENTRAL TRUST Co	8,483	$0.69M	0.0%	-2.3%	0.000%
10/19/2021	Prentiss Smith & Co. Inc.	56,720	$4.64M	2.4%	-0.3%	0.003%
10/19/2021	Ellevest Inc.	7,560	$0.62M	0.1%	+28.6%	0.000%
10/19/2021	UMA Financial Services Inc.	3,655	$0.31M	0.1%	-9.6%	0.000%
10/18/2021	Clarius Group LLC	5,495	$0.45M	0.0%	-9.2%	0.000%
10/18/2021	Raymond James Trust N.A.	19,866	$1.63M	0.1%	-4.0%	0.001%
10/18/2021	Axiom Investment Management LLC	2,827	$0.23M	0.2%	-21.0%	0.000%
10/18/2021	Brandywine Oak Private Wealth LLC	7,259	$0.59M	0.1%	+9.1%	0.000%
10/18/2021	Gradient Investments LLC	7,193	$0.59M	0.0%	+3.6%	0.000%
10/18/2021	Annex Advisory Services LLC	16,593	$1.36M	0.1%	-1.8%	0.001%
10/18/2021	Cypress Asset Management Inc. TX	10,819	$0.89M	0.2%	-1.5%	0.000%
10/18/2021	Moser Wealth Advisors LLC	10,465	$0.86M	0.5%	+12.3%	0.000%
10/15/2021	Intersect Capital LLC	3,141	$0.26M	0.0%	-12.7%	0.000%
10/15/2021	Lowell Blake & Associates Inc.	66,309	$5.42M	2.5%	+2.0%	0.003%
10/15/2021	Heritage Way Advisors LLC	35,132	$2.87M	1.2%	-0.5%	0.002%
10/15/2021	Bartlett & Co. LLC	220,923	$18.07M	0.3%	-0.5%	0.010%
10/15/2021	Baker Ellis Asset Management LLC	14,029	$1.15M	0.2%	-3.3%	0.001%
10/15/2021	Pacer Advisors Inc.	50,249	$4.11M	0.1%	-0.9%	0.002%
10/15/2021	Juncture Wealth Strategies LLC	5,300	$0.43M	0.2%	+8.2%	0.000%
10/15/2021	Fifth Third Bancorp	79,385	$6.49M	0.0%	-4.2%	0.004%
10/15/2021	Peoples Financial Services CORP.	3,276	$0.27M	0.1%	-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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Novartis Institutional Ownership

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

Institutional Buying and Selling by Quarter

Novartis (NYSE NVS) Institutional Buying and Selling

Novartis (NYSE:NVS) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of Novartis?

What percentage of Novartis stock is owned by institutional investors?

Which institutional investors have been buying Novartis stock?

How much institutional buying is happening at Novartis?

Which Novartis institutionals have been selling company stock?

How much institutional selling is happening at Novartis?

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