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Get Institutions for : 
Novartis AG (ADR) (NVS)  
$102.57 0.12 (0.12%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1207    3
Total shares held : 
 140,420,207  
% of shares held : 
 5.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -39  
Amount of shares held : 
 -8,074,001  
% of shares held change : 
   -0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $101.54  
Last Quarter's Ending Price : 
 $100.97  
Last Quarter's Average Price : 
 $96.52  
Change from last quarter's     
avg. price to the last closing  : 
6.05 (6.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
64
 1,219,319
 0.87%
 
Increased Positions :
396
 6,620,678
 4.71%
 
Unchanged Positions :
315
 1,784,703
 1.27%
 
Decreased Positions :
432
-14,020,955
-9.98%
 
Closed Positions :
67
-1,893,043
-1.35%
 
Guru Positions :
4
13,891,306
 9.89%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PRIMECAP MANAGEMENT CO/CA/ 31 - 2024-03-31 12,417,755 $1,201,169,000 -487,942
   DODGE & COX -- Notable Guru -- 53 - 2024-03-31 12,353,985 $1,195,001,000 -811,553
   MORGAN STANLEY 314 - 2024-03-31 7,258,381 $702,104,000 166,128
   DIMENSIONAL FUND ADVISORS INC 89 - 2024-03-31 6,018,082 $582,129,000 -60,093
   LOOMIS SAYLES & CO L P 30 - 2024-03-31 5,917,972 $572,446,000 -91,928
   FRANKLIN RESOURCES INC 144 - 2024-03-31 5,699,789 $551,341,000 -215,200
   BANK OF AMERICA CORP /DE/ 349 - 2024-03-31 4,888,193 $472,835,000 -259,473
   WELLINGTON MANAGEMENT CO LLP 242 - 2024-03-31 4,589,350 $443,928,000 -157,249
   GOLDMAN SACHS GROUP INC/ 320 - 2024-03-31 3,059,361 $295,932,000 -476,541
   RENAISSANCE TECHNOLOGIES LLC 26 - 2024-03-31 2,940,582 $284,442,000 102,500
   CULLEN CAPITAL MANAGEMENT LLC 2 - 2024-03-31 2,924,424 $282,880,000 1,295,186
   JANUS HENDERSON GROUP PLC 158 - 2024-03-31 2,568,728 $248,473,000 16,015
   PRINCIPAL FINANCIAL GROUP INC 138 - 2024-03-31 2,523,334 $244,082,000 14,686
   NORTHERN TRUST CORP 424 - 2024-03-31 2,150,896 $208,056,000 10,724
   MONDRIAN INVESTMENT PARTNERS LTD 8 - 2024-03-31 2,065,739 $199,819,000 590,830
   WELLS FARGO & CO/MN 296 - 2024-03-31 2,010,126 $194,439,000 6,578
   ENVESTNET ASSET MANAGEMENT INC 266 - 2024-03-31 1,953,052 $188,919,000 -79,078
   MAGNETAR FINANCIAL LLC 1 - 2024-03-31 1,906,046 $184,372,000 666,104
   BLACKROCK INC. 1698 - 2024-03-31 1,858,800 $179,802,000 29,277
   STATE STREET CORP 950 - 2024-03-31 1,737,954 $174,736,000 -39,094
   UBS Group AG 353 - 2024-03-31 1,546,738 $149,616,000 -114,754
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 149 - 2024-03-31 1,447,875 $140,053,000 17,266
   SCHARF INVESTMENTS, LLC 14 - 2024-03-31 1,364,854 $132,022,000 -58,866
   FMR LLC 989 - 2024-03-31 1,211,945 $117,231,000 13,823
   MANNING & NAPIER GROUP LLC 27 - 2024-03-31 1,042,426 $100,832,000 -14,742
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 41 - 2024-03-31 945,876 $91,495,000 -581,499
   NATIXIS ASSET MANAGEMENT ADVISORS LP 109 - 2024-03-31 926,655 $89,636,000 -4,472
   CITIGROUP INC 214 - 2024-03-31 916,164 $88,621,000 676,034
   CAPITAL RESEARCH GLOBAL INVESTORS 297 - 2024-03-31 904,134 $87,457,000 412
   CHEVY CHASE TRUST HOLDINGS, INC. 78 - 2024-03-31 845,001 $81,737,000 29,197
   EARNEST PARTNERS LLC 103 - 2024-03-31 835,551 $80,823,000 21,535
   BB&T CORP 177 - 2024-03-31 756,062 $73,134,000 -74,303
   Qube Research & Technologies Ltd 197 - 2024-03-31 729,712 $70,585,000 385,402
   BANK OF NEW YORK MELLON CORP 904 - 2024-03-31 654,346 $63,295,000 29,491
   BRISTOL JOHN W & CO INC /NY/ 42 - 2024-03-31 638,558 $61,768,000 -4,197
   FIRST TRUST ADVISORS LP 414 - 2024-03-31 629,247 $60,867,000 -49,427
   ROYAL BANK OF CANADA 661 - 2024-03-31 597,948 $57,840,000 8,587
   CI Private Wealth LLC 208 - 2024-03-31 585,788 $56,663,000 -1,775
   SEI INVESTMENTS CO 265 - 2024-03-31 572,889 $55,413,000 -37,859
   CITADEL ADVISORS LLC 442 - 2024-03-31 562,085 $54,370,000 122,030
   RAYMOND JAMES & ASSOCIATES 401 - 2024-03-31 529,840 $51,251,000 11,435
   DAVIDSON D A & CO 44 - 2024-03-31 493,302 $47,717,000 6,225
   AMERICAN CENTURY COMPANIES INC 572 - 2024-03-31 491,417 $47,535,000 55,720
   Atlantic Trust Group LLC 184 - 2024-03-31 495,680 $47,521,000 -129,925
   Harvest Portfolios Group Inc. 20 - 2024-03-31 484,971 $46,911,000 -36,361
   REED CONNER & BIRDWELL LLC 92 - 2024-03-31 446,389 $43,179,000 -145,946
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 345 - 2024-03-31 445,201 $43,064,000 389,298
   AMERIPRISE FINANCIAL INC 892 - 2024-03-31 429,542 $41,637,000 64,829
   J P MORGAN CHASE & CO 1284 - 2024-03-31 404,831 $39,159,000 54,370
   TCTC HOLDINGS, LLC 17 - 2024-03-31 398,301 $38,528,000 -568
   GROUPAMA ASSET MANAGMENT 36 *New 2024-03-31 395,595 $38,374,000 395,595
   Pacer Advisors Inc. 216 - 2024-03-31 393,336 $38,047,000 5,516
   Goss Wealth Management LLC 63 - 2024-03-31 389,725 $37,698,000 -1,733
   MACQUARIE GROUP LTD 517 - 2024-03-31 381,786 $36,930,000 -52,289
   MORNINGSTAR INVESTMENT SERVICES, INC. 70 - 2024-03-31 370,994 $35,571,000 -375,842
   LPL FINANCIAL CORP 685 - 2024-03-31 361,048 $34,924,000 15,026
   NewEdge Wealth LLC 28 - 2024-03-31 355,010 $34,557,000 30,109
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 354 - 2024-03-31 337,957 $32,691,000 -9,257
   SATURNA CAPITAL CORP 55 - 2024-03-31 327,884 $31,716,000 228
   ADAGE CAPITAL PARTNERS GP LLC 343 - 2024-03-31 323,549 $31,297,000 -70,923
   CREATIVE PLANNING 192 - 2024-03-31 316,607 $30,625,000 6,419
   WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 28 - 2024-03-31 314,559 $30,546,000 -109,768
   CAMBRIDGE TRUST CO 25 - 2023-12-31 300,050 $30,296,000 -3,121
   First Financial Bankshares Inc 46 - 2024-03-31 313,159 $30,292,000 -3,797
   HIGHTOWER ADVISORS, LLC 383 - 2024-03-31 296,253 $28,659,000 7,284
   VEREDUS ASSET MANAGEMENT LLC 82 *New 2024-03-31 296,246 $28,656,000 296,246
   HPM Partners LLC 235 - 2024-03-31 287,176 $28,133,000 39,375
   BOOTHBAY FUND MANAGEMENT LLC 12 - 2024-03-31 275,974 $26,695,000 87,279
   MILLENNIUM MANAGEMENT LLC 838 - 2024-03-31 271,243 $26,237,000 -127,057
   VAN ECK ASSOCIATES CORP 231 - 2024-03-31 270,440 $26,160,000 55,142
   US BANCORP 275 - 2024-03-31 264,076 $25,544,000 -2,467
   STIFEL FINANCIAL CORP 465 - 2024-03-31 259,370 $25,090,000 9,060
   MANAGED ASSET PORTFOLIOS LLC 9 - 2024-03-31 259,022 $25,055,000 -16,789
   OPPENHEIMER ASSET MANAGEMENT INC 60 - 2024-03-31 258,933 $25,047,000 19,468
   FINANCIAL COUNSELORS INC 70 - 2024-03-31 256,538 $24,815,000 -2,872
   JANNEY MONTGOMERY SCOTT LLC 271 - 2024-03-31 252,761 $24,450,000 -6,795
   GW HENSSLER & ASSOCIATES LTD 26 - 2024-03-31 248,626 $24,050,000 1,400
   INVESCO LTD 1345 - 2024-03-31 242,723 $23,479,000 -24,793
   CAUSEWAY CAPITAL MANAGEMENT LLC 46 - 2024-03-31 239,468 $23,164,000 30,379
   MARTIN INVESTMENT MANAGEMENT, LLC 5 - 2024-03-31 236,800 $22,906,000 10,665
   PNC FINANCIAL SERVICES GROUP INC 374 - 2024-03-31 235,777 $22,807,000 -9,009
   BROWN ADVISORY HOLDINGS INC 312 - 2024-03-31 233,421 $22,579,000 -14,399
   Integral Health Asset Management LLC 12 - 2024-03-31 225,000 $21,764,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 463 - 2024-03-31 223,755 $21,644,000 -5,431
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 211 - 2024-03-31 218,697 $21,155,000 2,398
   BRANDES INVESTMENT PARTNERS LP 86 - 2024-03-31 213,927 $20,693,000 40,144
   GOFEN & GLOSSBERG LLC /IL/ 48 - 2022-12-31 227,555 $20,644,000 -4,434
   Optiver Holding B.V. 28 - 2024-03-31 210,278 $20,340,000 -271,899
   Foresight Global Investors Inc. 4 - 2024-03-31 197,375 $19,092,000 65,400
   GODSEY & GIBB ASSOCIATES 25 - 2024-03-31 197,265 $19,081,000 1,629
   MARINER WEALTH ADVISORS, LLC 341 - 2024-03-31 192,422 $18,613,000 820
   WILKINS INVESTMENT COUNSEL INC 11 - 2024-03-31 187,737 $18,160,000 57,627
   O SHAUGHNESSY ASSET MANAGEMENT LLC 114 - 2024-03-31 180,764 $17,485,000 11,080
   Douglas Lane & Associates LLC 99 - 2024-03-31 179,964 $17,408,000 5,253
   JOHN G ULLMAN & ASSOCIATES INC 8 - 2024-03-31 179,187 $17,333,000 -1,713
   NEUBERGER BERMAN GROUP LLC 683 - 2024-03-31 175,258 $16,953,000 -36,975
   M&T BANK CORP 235 - 2024-03-31 171,304 $16,578,000 -12,705
   QRG CAPITAL MANAGEMENT INC. 111 - 2024-03-31 168,532 $16,302,000 28,620
   TWO SIGMA INVESTMENTS LLC 456 - 2024-03-31 161,409 $15,613,000 31,938
   BOSTON COMMON ASSET MANAGEMENT LLC 74 - 2024-03-31 160,904 $15,564,000 -12,641
  100 Records found
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