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S&P 500   3,852.36
DOW   32,920.46
QQQ   306.18
Europe bans Russian diesel, other oil products over Ukraine
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Route to Super Bowl dangerous for Mexico's avocado haulers
Biden's State of the Union to tout policy wins on economy
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
How will EU ban and West's price cap on Russian diesel work?
Evacuations urged in Ohio town as train wreck smolders
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
It wasn’t me: Ex-UK PM Truss blames 'system' for her failure
'Knock at the Cabin' knocks off 'Avatar' at the box office
S&P 500   3,852.36
DOW   32,920.46
QQQ   306.18
Europe bans Russian diesel, other oil products over Ukraine
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Route to Super Bowl dangerous for Mexico's avocado haulers
Biden's State of the Union to tout policy wins on economy
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
How will EU ban and West's price cap on Russian diesel work?
Evacuations urged in Ohio town as train wreck smolders
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
It wasn’t me: Ex-UK PM Truss blames 'system' for her failure
'Knock at the Cabin' knocks off 'Avatar' at the box office
S&P 500   3,852.36
DOW   32,920.46
QQQ   306.18
Europe bans Russian diesel, other oil products over Ukraine
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Route to Super Bowl dangerous for Mexico's avocado haulers
Biden's State of the Union to tout policy wins on economy
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
How will EU ban and West's price cap on Russian diesel work?
Evacuations urged in Ohio town as train wreck smolders
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
It wasn’t me: Ex-UK PM Truss blames 'system' for her failure
'Knock at the Cabin' knocks off 'Avatar' at the box office
NYSE:NVS

Novartis - NVS Institutional Ownership

$85.85
-0.25 (-0.29%)
(As of 02/3/2023 12:00 AM ET)
Add
Compare
Today's Range
$85.58
▼
$86.69
50-Day Range
$85.85
▼
$92.81
52-Week Range
$74.09
▼
$94.26
Volume
3.89 million shs
Average Volume
2.22 million shs
Market Capitalization
$189.95 billion
P/E Ratio
27.08
Dividend Yield
2.52%
Price Target
$82.63

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

Current
Institutional Ownership
Percentage
8.12%
Number of
Institutional Buyers
(last 12 months)
706
Total
Institutional Inflows
(last 12 months)
$1.57 B
Number of
Institutional Sellers
(last 12 months)
617
Total
Institutional Outflows
(last 12 months)
$3.18 B
Skip Chart & View Institutional Buying and Selling Data

NVS Institutional Buying and Selling by Quarter

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Novartis Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/3/2023Mitchell Mcleod Pugh & Williams Inc.5,679$0.52M0.2%-4.5%0.000%
2/3/2023Opal Wealth Advisors LLC2,780$0.25M0.1%N/A0.000%
2/3/2023GW Henssler & Associates Ltd.418,688$37.98M2.7%+1.9%0.019%
2/3/2023U.S. Capital Wealth Advisors LLC94,634$8.59M0.4%-16.8%0.004%
2/3/2023Advisors Management Group Inc. ADV20,164$1.83M0.7%+1.9%0.001%
2/3/2023Ellevest Inc.10,325$0.94M0.1%+73.3%0.000%
2/3/2023Smith Salley & Associates2,947$0.27M0.0%-91.0%0.000%
2/3/2023D.A. Davidson & CO.487,684$44.25M0.5%+0.8%0.022%
2/3/2023Mondrian Investment Partners LTD691,627$62.74M1.4%-7.7%0.031%
2/3/2023Nichols & Pratt Advisers LLP MA157,768$14.31M1.2%-5.8%0.007%
2/3/2023Pinnacle Financial Partners Inc.3,502$0.32M0.0%-7.2%0.000%
2/3/2023Fisher Asset Management LLC880,317$79.86M0.1%-19.5%0.040%
2/3/20239258 Wealth Management LLC2,298$0.21M0.0%N/A0.000%
2/3/2023OLD National Bancorp IN12,440$1.13M0.0%-12.2%0.001%
2/3/2023Cardinal Capital Management Inc.23,105$2.10M0.1%-3.8%0.001%
2/3/2023Sepio Capital LP34,140$3.10M0.3%-26.3%0.002%
2/3/2023Spire Wealth Management3,143$0.29M0.0%+7.2%0.000%
2/3/2023Clifford Swan Investment Counsel LLC101,871$9.24M0.4%-1.7%0.005%
2/2/2023Intellectus Partners LLC6,548$0.59M0.2%+15.5%0.000%
2/2/2023Dearborn Partners LLC63,093$5.72M0.2%-0.7%0.003%
2/2/2023Abundance Wealth Counselors10,830$0.98M0.3%+7.7%0.000%
2/2/2023Berkshire Bank6,509$0.59M0.2%-42.1%0.000%
2/2/2023Principle Wealth Partners LLC5,447$0.49M0.1%+2.3%0.000%
2/2/2023Simplicity Solutions LLC48,475$4.40M0.6%-3.8%0.002%
2/2/2023Institute for Wealth Management LLC.4,660$0.42M0.1%-5.8%0.000%
2/2/2023Montag A & Associates Inc.8,177$0.74M0.0%-4.5%0.000%
2/2/2023Cambiar Investors LLC304,207$27.60M1.3%-7.9%0.014%
2/2/2023Palladiem LLC2,523$0.23M0.2%N/A0.000%
2/2/2023Raymond James Trust N.A.16,404$1.49M0.1%-1.1%0.001%
2/2/2023Magnus Financial Group LLC2,484$0.23M0.0%N/A0.000%
2/2/2023O Brien Greene & Co. Inc5,574$0.51M0.2%-67.4%0.000%
2/2/2023Ascent Wealth Partners LLC13,327$1.21M0.3%+9.9%0.001%
2/2/2023Welch & Forbes LLC79,791$7.24M0.1%-9.4%0.004%
2/2/2023Stock Yards Bank & Trust Co.23,289$2.11M0.1%-2.9%0.001%
2/2/2023Spinnaker Trust4,504$0.41M0.0%-4.6%0.000%
2/2/2023Resources Investment Advisors LLC.3,833$0.35M0.0%+14.4%0.000%
2/2/2023Farmers & Merchants Investments Inc.45,162$4.10M0.2%-2.8%0.002%
2/2/2023Sittner & Nelson LLC13,582$1.23M0.8%+4.2%0.001%
2/1/2023Bank of Montreal Can159,440$14.61M0.0%-29.0%0.007%
2/1/2023Great Diamond Partners LLC5,244$0.48M0.1%-13.4%0.000%
2/1/2023Schmidt P J Investment Management Inc.2,300$0.21M0.0%N/A0.000%
2/1/2023Mengis Capital Management Inc.82,258$7.46M1.6%-0.6%0.004%
2/1/2023NorthRock Partners LLC2,230$0.20M0.0%N/A0.000%
2/1/2023Keystone Financial Services5,885$0.53M0.3%+4.5%0.000%
2/1/2023Cornell Pochily Investment Advisors Inc.2,451$0.22M0.1%N/A0.000%
2/1/2023Ipswich Investment Management Co. Inc.19,507$1.77M0.5%-24.9%0.001%
2/1/2023NorthCrest Asset Manangement LLC4,612$0.42M0.0%-76.3%0.000%
2/1/2023Redwood Wealth Management Group LLC2,953$0.27M0.3%N/A0.000%
2/1/2023Trust Co. of Virginia VA109,300$9.92M1.1%+0.4%0.005%
2/1/2023CWM LLC97,485$8.84M0.1%-3.9%0.004%
2/1/2023Cedar Brook Financial Partners LLC2,226$0.20M0.1%N/A0.000%
2/1/2023Patten & Patten Inc. TN46,582$4.23M0.4%-6.7%0.002%
2/1/2023Henry James International Management Inc.5,776$0.52M0.3%+62.7%0.000%
2/1/2023Janney Montgomery Scott LLC305,309$27.70M0.1%+1.9%0.014%
2/1/2023Pinnacle Associates Ltd.64,600$5.86M0.1%+0.8%0.003%
2/1/2023Wambolt & Associates LLC17,950$1.63M0.6%+3.2%0.001%
2/1/2023Sage Rhino Capital LLC6,803$0.62M0.2%+6.2%0.000%
2/1/2023Kestra Private Wealth Services LLC7,690$0.70M0.0%+5.1%0.000%
2/1/2023Martin Investment Management LLC312,980$28.39M8.9%-2.9%0.014%
2/1/2023Mastrapasqua Asset Management Inc.2,385$0.22M0.0%N/A0.000%
1/31/2023Keybank National Association OH42,452$3.85M0.0%-2.8%0.002%
1/31/2023Perennial Advisors LLC35,038$3.18M1.0%-1.4%0.002%
1/31/2023Atria Investments Inc63,673$5.78M0.1%-4.6%0.003%
1/31/2023Franklin Parlapiano Turner & Welch LLC80,241$7.28M2.4%+0.6%0.004%
1/31/2023Ingalls & Snyder LLC105,606$9.58M0.5%-1.7%0.005%
1/31/2023KCM Investment Advisors LLC10,995$1M0.0%+2.0%0.000%
1/31/2023apricus wealth LLC28,981$2.63M2.4%+5.3%0.001%
1/31/2023Kestra Advisory Services LLC47,961$4.35M0.0%-33.9%0.002%
1/31/2023Woodmont Investment Counsel LLC43,332$3.93M0.4%-0.4%0.002%
1/31/2023AE Wealth Management LLC37,059$3.36M0.0%+10.5%0.002%
1/31/2023Venturi Wealth Management LLC3,320$0.30M0.0%+5.6%0.000%
1/31/2023Community Bank N.A.5,033$0.46M0.1%-3.0%0.000%
1/31/2023Graypoint LLC9,486$0.86M0.1%-1.2%0.000%
1/31/2023Naviter Wealth LLC26,242$2.42M0.7%+10.2%0.001%
1/31/2023Balentine LLC17,007$1.54M0.1%+15.9%0.001%
1/31/2023IFG Advisory LLC11,826$1.07M0.1%+22.1%0.001%
1/31/2023Wedbush Securities Inc.6,866$0.62M0.0%-1.7%0.000%
1/31/2023Summit Global Investments30,270$2.75M0.2%+6.5%0.001%
1/31/2023Prentiss Smith & Co. Inc.53,278$4.83M4.4%-1.2%0.002%
1/31/2023WealthTrust Axiom LLC33,215$3.01M1.1%-5.9%0.002%
1/31/2023Cohen Investment Advisors LLC5,183$0.47M0.4%+5.2%0.000%
1/31/2023Essex LLC2,350$0.21M0.1%N/A0.000%
1/31/2023Threadgill Financial LLC2,949$0.27M0.1%N/A0.000%
1/31/2023Geneos Wealth Management Inc.24,190$2.20M0.1%+2.9%0.001%
1/30/2023Moloney Securities Asset Management LLC7,283$0.66M0.1%+25.9%0.000%
1/30/2023Guyasuta Investment Advisors Inc.137,194$12.45M1.0%-0.1%0.006%
1/30/2023New York State Common Retirement Fund80,216$7.28M0.0%+1.1%0.004%
1/30/2023Armor Investment Advisors LLC8,384$0.76M0.5%+2.8%0.000%
1/30/2023Curated Wealth Partners LLC4,454$0.40M0.1%-14.6%0.000%
1/30/2023Americana Partners LLC14,726$1.33M0.2%-53.9%0.001%
1/30/2023Lester Murray Antman dba SimplyRich16,415$1.49M0.6%-5.2%0.001%
1/30/2023Kendall Capital Management2,816$0.26M0.1%-10.3%0.000%
1/30/2023Proficio Capital Partners LLC2,595$0.24M0.0%N/A0.000%
1/30/2023Fort Washington Investment Advisors Inc. OH97,578$8.85M0.1%-0.5%0.004%
1/30/2023Cubic Asset Management LLC31,608$2.87M0.8%-6.5%0.001%
1/30/2023Concord Wealth Partners3,453$0.31M0.1%-11.7%0.000%
1/30/2023Welch Group LLC13,109$1.19M0.1%-3.3%0.001%
1/30/2023Signaturefd LLC26,704$2.42M0.1%+10.2%0.001%
1/30/2023Annex Advisory Services LLC3,085$0.28M0.0%-23.4%0.000%
1/30/2023Optas LLC2,494$0.23M0.1%-33.8%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, 1,250 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.91B), Primecap Management Co. CA ($1.33B), Loomis Sayles & Co. L P ($1.31B), Private Advisor Group LLC ($1.30B), Bank of America Corp DE ($690.22M), Franklin Resources Inc. ($632.98M), and Dimensional Fund Advisors LP ($494.31M).Learn more on NVS's institutional investors.

What percentage of Novartis stock is owned by institutional investors?

8.12% 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 1,024 institutional investors that purchased Novartis stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cullen Capital Management LLC ($3.04M), Dodge & Cox ($2.78M), Dimensional Fund Advisors LP ($2.17M), Renaissance Technologies LLC ($1.76M), Arrowstreet Capital Limited Partnership ($1.55M), Fisher Asset Management LLC ($1.53M), and Sanders Capital LLC ($1.14M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 41,568,418 shares in the last 24 months. This purchase volume represents approximately $3.58B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 849 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 ($10.37M), Mawer Investment Management Ltd. ($7.23M), Dodge & Cox ($6.48M), Renaissance Technologies LLC ($5.26M), Primecap Management Co. CA ($5.12M), Boston Partners ($4.98M), and Loomis Sayles & Co. L P ($3.80M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 76,212,128 shares in the last 24 months. This volume of shares sold represents approximately $6.46B in transactions.

This page (NYSE:NVS) was last updated on 2/5/2023 by MarketBeat.com Staff