Novartis (NVS) Institutional Ownership

$110.30

+0.37 (+0.34%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 13.12%
Number of Institutional Buyers (last 12 months): 688
Total Institutional Inflows (last 12 months): $1.28B

Number of Institutional Sellers (last 12 months): 586
Total Institutional Outflows (last 12 months): $2.39B

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NVS Institutional Buying and Selling by Quarter

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Novartis Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Checchi Capital Advisers LLC	18,178	$1.94M	0.1%	-1.1%	0.001%
7/26/2024	Hall Capital Management Co. Inc.	5,283	$562K	0.3%	+2.0%	0.000%
7/26/2024	Harbour Investments Inc.	7,499	$798K	0.0%	+3.8%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	9,444	$1.01M	0.1%	+13.0%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	51,040	$5.43M	0.0%	-11.1%	0.002%
7/26/2024	Atomi Financial Group Inc.	14,002	$1.49M	0.1%	+42.7%	0.001%
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7/26/2024	Allspring Global Investments Holdings LLC	8,146	$867K	0.0%	+71.4%	0.000%
7/26/2024	Liontrust Investment Partners LLP	367	$39K	0.0%	-44.1%	0.000%
7/26/2024	Cohen Investment Advisors LLC	4,997	$509K	0.4%	+29.1%	0.000%
7/26/2024	Bailard Inc.	4,087	$435K	0.0%	+19.3%	0.000%
7/26/2024	Bank of New York Mellon Corp	1,904,664	$202.77M	0.0%	+191.1%	0.093%
7/26/2024	Patten Group Inc.	16,513	$1.76M	0.4%	+2.5%	0.001%
7/26/2024	Van Strum & Towne Inc.	1,972	$210K	0.1%	N/A	0.000%
7/25/2024	New Millennium Group LLC	267	$28K	0.0%	N/A	0.000%
7/25/2024	apricus wealth LLC	29,916	$3.19M	2.3%	-3.6%	0.001%
7/25/2024	Cypress Capital Group	3,419	$364K	0.0%	-10.0%	0.000%
7/25/2024	Raymond James Trust N.A.	14,421	$1.54M	0.0%	+4.7%	0.001%
7/25/2024	Highland Capital Management LLC	16,644	$1.77M	0.1%	+42.3%	0.001%
7/25/2024	Northcape Wealth Management LLC	8,570	$912K	0.3%	+13.2%	0.000%
7/25/2024	AMG National Trust Bank	29,487	$3.14M	0.1%	-1.1%	0.001%
7/25/2024	Optas LLC	3,586	$382K	0.1%	+19.3%	0.000%
7/25/2024	Community Financial Services Group LLC	52,952	$5.64M	1.2%	+6.6%	0.003%
7/25/2024	RFP Financial Group LLC	3,286	$350K	0.1%	-2.9%	0.000%
7/25/2024	Nichols & Pratt Advisers LLP MA	37,802	$4.02M	0.3%	-12.7%	0.002%
7/25/2024	Atlantic Union Bankshares Corp	17,881	$1.90M	0.1%	-0.8%	0.001%
7/25/2024	Capital Insight Partners LLC	22,615	$2.41M	0.5%	N/A	0.001%
7/24/2024	LRI Investments LLC	2,168	$231K	0.0%	+1,190.5%	0.000%
7/24/2024	Advisory Resource Group	13,041	$1.39M	0.3%	+7.8%	0.001%
7/24/2024	Family Firm Inc.	380	$40K	0.0%	N/A	0.000%
7/24/2024	Tower Bridge Advisors	83,362	$8.88M	0.8%	-1.9%	0.004%
7/24/2024	West Oak Capital LLC	18,348	$1.95M	0.8%	+38.9%	0.001%
7/24/2024	Cornerstone Wealth Group LLC	27,918	$2.97M	0.3%	+1.7%	0.001%
7/24/2024	Pathway Financial Advisors LLC	1,968	$210K	0.1%	N/A	0.000%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	4,240	$451K	0.1%	+18.5%	0.000%
7/24/2024	&PARTNERS	17,360	$1.85M	0.1%	+58.9%	0.001%
7/23/2024	Geneos Wealth Management Inc.	26,961	$2.87M	0.1%	+6.0%	0.001%
7/23/2024	LaFleur & Godfrey LLC	3,497	$372K	0.1%	+20.7%	0.000%
7/23/2024	Scharf Investments LLC	1,351,452	$143.88M	4.1%	-1.0%	0.066%
7/23/2024	1620 Investment Advisors Inc.	8,810	$938K	0.7%	+4,905.7%	0.000%
7/23/2024	Trust Co. of Oklahoma	11,906	$1.27M	0.4%	-1.4%	0.001%
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7/23/2024	Harbour Trust & Investment Management Co	9,569	$1.02M	0.1%	-3.8%	0.000%
7/23/2024	Inlet Private Wealth LLC	2,229	$237K	0.1%	N/A	0.000%
7/23/2024	American National Bank	4,096	$436K	0.1%	+9.3%	0.000%
7/23/2024	Keystone Financial Services	6,636	$706K	0.3%	+8.8%	0.000%
7/23/2024	Perennial Advisors LLC	37,743	$4.02M	0.9%	+5.8%	0.002%
7/23/2024	Rockland Trust Co.	2,295	$244K	0.0%	N/A	0.000%
7/23/2024	Busey Bank	3,717	$396K	0.0%	-10.2%	0.000%
7/23/2024	Vicus Capital	2,915	$310K	0.0%	-8.5%	0.000%
7/23/2024	Essex LLC	2,450	$261K	0.1%	+4.3%	0.000%
7/23/2024	Elser Financial Planning Inc	8,751	$932K	0.1%	N/A	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	2,490	$265K	0.0%	N/A	0.000%
7/23/2024	XML Financial LLC	9,248	$985K	0.1%	-4.4%	0.000%
7/22/2024	Atria Wealth Solutions Inc.	25,244	$2.69M	0.0%	-4.2%	0.001%
7/22/2024	Aaron Wealth Advisors LLC	10,475	$1.12M	0.2%	-2.3%	0.001%
7/22/2024	Fifth Third Bancorp	47,066	$5.01M	0.0%	-22.4%	0.002%
7/22/2024	Veracity Capital LLC	3,244	$345K	0.1%	-6.5%	0.000%
7/22/2024	Investment House LLC	82,429	$8.78M	0.5%	+0.4%	0.004%
7/22/2024	Legacy Capital Group California Inc.	2,732	$291K	0.1%	+6.8%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	1,112,491	$118.44M	0.4%	+31.7%	0.054%
7/22/2024	Focus Financial Network Inc.	3,070	$343K	0.0%	N/A	0.000%
7/22/2024	Liberty One Investment Management LLC	6,943	$739K	0.1%	-3.4%	0.000%
7/22/2024	Aull & Monroe Investment Management Corp	3,841	$409K	0.2%	-11.5%	0.000%
7/22/2024	Cidel Asset Management Inc.	14,503	$1.54M	0.1%	N/A	0.001%
7/22/2024	Dakota Wealth Management	6,446	$686K	0.0%	-2.1%	0.000%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	3,069	$327K	0.0%	N/A	0.000%
7/20/2024	First Horizon Advisors Inc.	14,066	$1.50M	0.0%	+21.0%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	15,001	$1.60M	0.1%	-6.8%	0.001%
7/20/2024	Raymond James Financial Services Advisors Inc.	354,449	$37.74M	0.1%	+4.9%	0.017%
7/20/2024	Boston Mountain Money Management Inc.	1,944	$207K	0.1%	-13.8%	0.000%
7/20/2024	Means Investment CO. Inc.	7,506	$799K	0.1%	-2.3%	0.000%
7/20/2024	Nisa Investment Advisors LLC	522	$56K	0.0%	+2,272.7%	0.000%
7/20/2024	Hennion & Walsh Asset Management Inc.	3,012	$321K	0.0%	-24.6%	0.000%
7/19/2024	BTC Capital Management Inc.	12,481	$1.33M	0.1%	-3.3%	0.001%
7/19/2024	MONECO Advisors LLC	2,037	$217K	0.0%	N/A	0.000%
7/19/2024	Chesley Taft & Associates LLC	32,402	$3.45M	0.2%	-0.9%	0.002%
7/19/2024	Smithbridge Asset Management Inc. DE	46,230	$4.92M	1.0%	+0.8%	0.002%
7/19/2024	Raymond James & Associates	536,607	$57.13M	0.0%	+1.3%	0.026%
7/19/2024	Oakworth Capital Inc.	3,190	$340K	0.0%	-16.1%	0.000%
7/19/2024	Allen Wealth Management LLC	5,688	$606K	0.5%	+3.9%	0.000%
7/19/2024	TCW Group Inc.	73,984	$7.88M	0.1%	-1.3%	0.004%
7/19/2024	Acorn Creek Capital LLC	3,311	$352K	0.2%	+10.1%	0.000%
7/18/2024	Foster Victor Wealth Advisors LLC	126,477	$13.98M	1.1%	+1.3%	0.006%
7/18/2024	Gradient Investments LLC	5,313	$566K	0.0%	+6.6%	0.000%
7/18/2024	Timber Creek Capital Management LLC	50,971	$5.43M	1.6%	+5.4%	0.002%
7/18/2024	Brookstone Capital Management	11,920	$1.33M	0.0%	-7.1%	0.001%
7/18/2024	Blue Trust Inc.	4,293	$457K	0.0%	+96.9%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	3,636	$387K	0.2%	-32.8%	0.000%
7/18/2024	Old Port Advisors	19,844	$2.11M	0.6%	-0.6%	0.001%
7/18/2024	Portside Wealth Group LLC	3,000	$319K	0.1%	+3.4%	0.000%
7/18/2024	Hayek Kallen Investment Management	40,695	$4.33M	1.6%	-0.7%	0.002%
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7/18/2024	Kennedy Investment Group	6,750	$719K	0.4%	N/A	0.000%
7/18/2024	Naples Global Advisors LLC	28,139	$3.00M	0.3%	-1.0%	0.001%
7/18/2024	Triad Wealth Partners LLC	1,014	$108K	0.1%	N/A	0.000%
7/18/2024	Valley National Advisers Inc.	16,794	$1.79M	0.3%	-2.0%	0.001%
7/18/2024	Fiduciary Financial Group LLC	3,780	$418K	0.1%	N/A	0.000%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	7,496	$829K	0.0%	+5.6%	0.000%
7/17/2024	Brown Lisle Cummings Inc.	1,908	$203K	0.1%	+114.9%	0.000%
7/17/2024	Mattern Wealth Management LLC	3,399	$362K	0.1%	-11.3%	0.000%
7/17/2024	Montecito Bank & Trust	2,359	$251K	0.1%	-20.2%	0.000%
7/17/2024	Abundance Wealth Counselors	12,870	$1.37M	0.6%	+5.5%	0.001%

(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, 1,280 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 1,032 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 New York Mellon Corp ($1.25M), Bank of America Corp DE ($1.24M), Grantham Mayo Van Otterloo & Co. 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 39,027,836 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.
Which Novartis major shareholders have been selling company stock?: Of the 838 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 ($4.57M), 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 62,915,108 shares in the last 24 months. This volume of shares sold represents approximately $5.66B in transactions.