| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Cullen Capital Management, LLC | 20 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 32 |
| CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 22 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2018 | 22 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
| Diversified Trust Co | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q4 2015 | 8 |
| Joel Isaacson & Co., LLC | 3 | 2 | 0.22% | 0.37% | 0.46% | Q1 2014 | Q1 2016 | 7 |
| Boston Common Asset Management, LLC | 4 | 3 | 0.05% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 7 |
| Aristotle Capital Management, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
| IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
| Geneva Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2017 | 5 |
| ARK Investment Management | 4 | 4 | 0.00% | 0.62% | 1.23% | Q4 2020 | Q3 2021 | 4 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
| Filbrandt Wealth Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2021 | 3 |
| ADVISOR PARTNERS LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q2 2016 | 2 |
| CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
| KENNEDY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
| ADVISORY RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
| XPONANCE, INC. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2020 | Q1 2020 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
| Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
| GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
| Manitou Investment Management Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
| Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
This page lists all the filers that currently own NOVARTIS AG or have owned NOVARTIS AG in the past.