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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,325 managers (1,344 13F filers) reported a position in NVS shares at 2024-12-31, 130,383,854 shares in all. 77 filers opened a position and 105 filers sold out during the quarter.

Managers
1,325
13F filers
1,344
New
77
Added
420
Reduced
469
Sold out
105
Shares held by filers
130,383,854

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PITTENGER & ANDERSON INC48,270$4.7M0.17%013F-HRTimeline
Graham Capital Management, L.P.48,193$4.69M0.14%new13F-HRTimeline
TRUST CO OF VERMONT47,968$4.67M0.23%-39713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding47,944$4.67M-2,301Timeline
Cardinal Capital Management47,809$4.65M0.73%+49013F-HRTimeline
ALLIANCEBERNSTEIN L.P.47,158$4.59M<0.01%+12,18413F-HRTimeline
SCOTIA CAPITAL INC.46,747$4.55M0.02%+21813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,444$4.52M+13,875Timeline
Henry James International Management In…45,983$4.47M1.61%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45,297$4.41M0.14%-46613F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co45,143$4.39M0.1%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…44,324$4.31M0.04%-2,86113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT44,314$4.31M0.27%-1,32413F-HRTimeline
Greenfield Seitz Capital Management, LLC44,254$4.31M1.64%+61213F-HRTimeline
Beacon Pointe Advisors, LLC43,841$4.27M0.05%-4,11713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…43,435$4.23M0.02%+31513F-HRTimelineGroup
Advisors Capital Management, LLC43,397$4.22M0.07%+29513F-HRTimeline
Atria Investments, Inc43,263$4.21M0.05%-2,77713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,127$4.2M0.04%+10,27613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…43,055$4.19M0.09%+3,39113F-HRTimelineGroup
Timber Creek Capital Management LLC42,531$4.14M1.19%+16313F-HRTimeline
NIXON PEABODY TRUST CO42,501$4.14M0.34%-79,26913F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC42,160$4.1M3.36%-3513F-HRTimeline
NORDEN GROUP LLC42,060$4.09M0.46%new13F-HRTimeline
CW Advisors, LLC42,029$4.09M0.06%-22,49913F-HRTimeline
Wilmington Savings Fund Society, FSB41,432$4.03M0.07%+2813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC41,381$4.03M0.17%+54513F-HRTimeline
Perennial Advisors, LLC41,171$4.01M0.87%13F-HRTimeline
Naviter Wealth, LLC40,525$3.94M0.48%-9,83713F-HRTimeline
Private Advisor Group, LLC40,522$3.94M0.02%+1,46613F-HRTimeline
SIGNATUREFD, LLC40,090$3.9M0.07%-39613F-HRTimeline
Hayek Kallen Investment Management40,075$3.9M1.42%-24513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC39,845$3.88M0.42%013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…39,736$3.87M0.35%-336,18013F-HRTimelineGroup
SIMPLEX TRADING, LLC39,701$3.86M0.11%+38,58813F-HRTimeline
Capital Wealth Planning, LLC38,590$3.76M0.03%+3,12013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …38,243$3.72M0.85%+1,64013F-HRTimelineGroup
Crossmark Global Holdings, Inc.38,227$3.72M0.07%+2,61013F-HRTimeline
Haverford Trust Co37,939$3.69M0.04%+51613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC37,774$3.67M0.01%-3,52113F-HRTimelineGroup
AZZAD ASSET MANAGEMENT INC /ADV37,500$3.65M0.7%+1,06713F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,933$3.6M0.05%-8,55813F-HRTimelineGroup
World Investment Advisors36,929$3.59M0.1%+3,25813F-HRTimeline
Cresset Asset Management, LLC36,785$3.58M0.02%-41,35313F-HRTimeline
Choate Investment Advisors36,683$3.57M0.09%+3,91013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC36,454$3.55M0.26%-1,20413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments36,154$3.52M0.22%new13F-HRTimelineGroup
Pekin Hardy Strauss, Inc.36,150$3.52M0.45%-2,34313F-HRTimeline
Argent Trust Co35,623$3.47M0.14%+60813F-HRTimeline
Advisory Services Network, LLC34,879$3.39M0.06%-17213F-HRTimeline
RHUMBLINE ADVISERS34,754$3.38M<0.01%-5,63613F-HR/ATimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co34,586$3.37M0.01%-5,65413F-HRTimelineGroup
WealthTrust Axiom LLC33,835$3.29M0.98%-97513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC33,805$3.29M0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC33,621$3.27M0.03%+1,19813F-HRTimeline
Orion Portfolio Solutions, LLC33,621$3.27M0.03%+1,19813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…32,835$3.2M0.02%-1,09013F-HRTimeline
DAVENPORT & Co LLC32,660$3.18M0.02%-1,11813F-HRTimeline
Chesley Taft & Associates LLC32,347$3.15M0.15%-1,15513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT31,946$3.11M0.14%-15213F-HRTimeline
Arlington Partners LLCin group Arlington Trust Co LLC31,152$3.03M1.18%-6,40413F-HRTimelineGroup
Twin Tree Management, LP30,940$3.01M0.07%+22,10513F-HRTimeline
CWA Asset Management Group, LLC30,840$3M0.15%+5,16413F-HRTimeline
CHOREO, LLC30,787$3M0.04%-65213F-HRTimeline
Diamond Hill Capital Management, LLC (I…30,715$2.99M0.01%+3,71513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.30,630$2.98M0.21%-1,67513F-HRTimelineGroup
Geneos Wealth Management Inc.30,156$2.93M0.1%+1,05813F-HRTimeline
PATTEN & PATTEN INC/TN30,060$2.93M0.19%-2,62513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,938$2.91M0.02%+2,83513F-HRTimeline
Engineers Gate Manager LP29,910$2.91M0.05%+23,98313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA29,858$2.91M0.01%-7,75513F-HRTimelineGroup
Cornerstone Wealth Group, LLC29,671$2.89M0.24%+1,54913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC29,669$2.89M0.5%+2,73713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC29,272$2.85M0.12%+1,39513F-HR/ATimeline
Providence Capital Advisors, LLC28,920$2.81M0.57%+713F-HRTimeline
Callan Family Office, LLC28,874$2.81M0.18%+26,97313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT28,758$2.8M0.05%-12513F-HRTimeline
Caprock Group, LLC28,419$2.77M0.09%-2,56613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC28,009$2.73M0.25%-5013F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…27,955$2.72M2.03%+2513F-HRTimeline
Transform Wealth, LLC27,903$2.72M0.15%-38913F-HRTimeline
Moors & Cabot, Inc.27,865$2.71M0.13%-69413F-HRTimeline
MGO ONE SEVEN LLC27,710$2.7M0.1%+3,04213F-HRTimeline
Atria Wealth Solutions, Inc.27,703$2.7M0.03%+3,58213F-HRTimeline
Telos Capital Management, Inc.27,686$2.69M0.29%+1,03913F-HRTimeline
Sequoia Financial Advisors, LLC27,642$2.69M0.03%+52313F-HR/ATimeline
BEACH INVESTMENT COUNSEL INC/PA27,566$2.68M0.36%-6,27613F-HRTimeline
HALL LAURIE J TRUSTEE27,215$2.65M0.87%-33713F-HRTimeline
Oxbow Advisors, LLC26,882$2.62M0.31%+1,48013F-HRTimeline
Y-Intercept (Hong Kong) Ltd26,731$2.6M0.17%new13F-HRTimeline
Wambolt & Associates, LLC26,578$2.59M0.83%-5,01113F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC26,295$2.56M0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.25,940$2.52M0.05%+1,21313F-HR/ATimeline
FAIRFIELD, BUSH & CO.25,516$2.48M1.46%+56713F-HRTimeline
Americana Partners, LLC25,491$2.48M0.1%-2,52713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP25,400$2.47M0.17%new13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC25,337$2.47M0.04%+2,83713F-HRTimelineGroup
EagleClaw Capital Managment, LLC25,134$2.45M0.39%+2,70013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP24,642$2.4M0.03%-51513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …24,604$2.39M1.4%+1,72913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP24,553$2.39M0.04%+73113F-HR/ATimelineGroup
TEALWOOD ASSET MANAGEMENT INC24,249$2.36M0.98%+33113F-HRTimeline
Penobscot Investment Management Company…24,217$2.36M0.21%-75013F-HRTimeline
FCA CORP /TX24,214$2.36M0.74%+39813F-HRTimeline
Integrated Wealth Concepts LLC24,095$2.34M0.03%+26413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC24,072$2.34M0.06%+1,22113F-HRTimeline
MAI Capital Management24,061$2.34M0.02%+6,47213F-HRTimeline
WOLVERINE TRADING, LLC23,936$2.33M0.05%+15,92813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23,813$2.32M0.02%+1,25913F-HRTimelineGroup
Catalyst Capital Advisors LLC23,742$2.31M0.05%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding23,135$2.25M-6,787Timeline
AMG National Trust Bank22,656$2.21M0.06%-33513F-HRTimeline
Cascade Investment Advisors, Inc.22,595$2.2M1.41%+28513F-HRTimeline
Arvest Bank Trust Division22,379$2.18M0.13%-86713F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC22,184$2.16M1.01%+1,21913F-HRTimeline
DENALI ADVISORS LLC22,112$2.15M0.23%+41713F-HRTimeline
apricus wealth, LLC21,813$2.12M1.38%+60013F-HRTimeline
BEACON FINANCIAL GROUP21,630$2.1M0.23%-21913F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC21,537$2.1M1.04%+42713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,232$2.07M0.01%-40513F-HRTimelineGroup
KAHN BROTHERS GROUP INC21,181$2.06M0.45%+3,60013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,155$2.06M0.17%-1,01213F-HR/ATimeline
EVERETT HARRIS & CO /CA/21,048$2.05M0.03%-37513F-HRTimeline
GREAT LAKES ADVISORS, LLC20,902$2.03M0.02%+2,04813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,778$2.02M-105Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …20,736$2.02M0.29%13F-HRTimeline
Procyon Advisors, LLC20,653$2.01M0.13%-22013F-HRTimeline
Coastline Trust Co20,621$2.01M0.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Triasima Portfolio Management inc.20,498$1.99M0.39%-11,77713F-HRTimeline
WCG Wealth Advisors LLC20,364$1.98M0.13%+1,09113F-HRTimeline
Ipswich Investment Management Co., Inc.20,227$1.97M0.47%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK20,219$1.97M0.06%-57713F-HRTimelineGroup
Family Manage LLC20,127$1.96M0.32%new13F-HRTimeline
NorthCrest Asset Manangement, LLC19,818$1.93M0.06%-37,71613F-HR/ATimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…19,772$1.92M<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,769$1.92M0.06%-2,78313F-HRTimeline
Old Port Advisors19,546$1.9M0.55%-3113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19,405$1.89M0.25%-24813F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP19,378$1.89M0.61%+1,20013F-HRTimeline
Ballentine Partners, LLC19,234$1.87M0.03%+82413F-HRTimeline
Optimist Retirement Group LLC19,066$1.86M0.88%-24713F-HRTimeline
Clearstead Advisors, LLC19,023$1.85M0.03%-62813F-HRTimeline
CIBC Asset Management Inc19,109$1.84M0.01%+2013F-HRTimeline
Abbot Financial Management, Inc.18,889$1.84M0.92%-3013F-HRTimeline
FOSTER & MOTLEY INC18,717$1.82M0.12%-22113F-HRTimeline
Dorsey Wright & Associates18,708$1.82M0.43%-1,91013F-HRTimeline
Prime Capital Investment Advisors, LLC18,415$1.79M0.03%-44413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.18,398$1.79M0.26%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,290$1.78M0.02%-25013F-HRTimeline
Quartz Partners, LLC18,163$1.77M1.08%+85313F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,100$1.76M0.12%+35213F-HRTimeline
Vise Technologies, Inc.18,007$1.75M0.15%+1,30213F-HRTimeline
INDEPENDENT INVESTORS INC17,900$1.74M0.34%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management17,872$1.74M<0.01%new13F-HRTimelineGroup
HEADINVEST, LLC17,851$1.74M0.33%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC17,814$1.73M0.38%-3,34013F-HRTimeline
GREENLEAF TRUST17,793$1.73M0.02%+19213F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …17,722$1.72M0.11%-19,62513F-HRTimelineGroup
Onex Canada Asset Management Inc.17,700$1.72M0.21%-20,03313F-HRTimeline
Prospera Financial Services Inc17,611$1.71M0.04%+48413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,503$1.7M0.1%-20813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC17,466$1.7M0.06%+2,85513F-HRTimeline
FORA Capital, LLC17,380$1.69M0.19%new13F-HRTimeline
Perigon Wealth Management, LLC17,246$1.69M0.04%-1513F-HRTimeline
Checchi Capital Advisers, LLC17,312$1.68M0.13%-25013F-HRTimeline
SOMERVILLE KURT F17,128$1.67M0.28%-7,98013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV17,022$1.66M0.39%-18713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC16,826$1.64M0.4%-3513F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,682$1.62M0.11%+10113F-HRTimeline
Palisade Asset Management, LLC16,624$1.62M0.16%013F-HRTimeline
Dynamic Advisor Solutions LLC16,536$1.61M0.07%-9213F-HRTimeline
Csenge Advisory Group16,395$1.6M0.09%+6,36913F-HRTimeline
ARVEST INVESTMENTS, INC.16,376$1.59M0.25%-1,15913F-HRTimeline
Patten Group, Inc.16,341$1.59M0.35%-4613F-HRTimeline
Ascent Wealth Partners, LLC16,203$1.58M0.21%+16913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,178$1.57M0.01%+1,08113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC16,138$1.57M0.09%-16413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,112$1.57M0.09%-40013F-HRTimeline
TD Asset Management Inc16,055$1.56M<0.01%-5213F-HRTimeline
Aptus Capital Advisors, LLC16,026$1.56M0.02%+11,47913F-HRTimeline
Ellevest, Inc.15,970$1.55M0.09%-2,32613F-HRTimeline
Altman Advisors, Inc.15,944$1.55M0.66%+28813F-HRTimeline
Compound Planning, Inc.15,933$1.55M0.08%-2,45813F-HRTimeline
Lester Murray Antman dba SimplyRich15,892$1.55M0.44%-1,01213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.15,864$1.54M0.03%-37013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KENNEDY CAPITAL MANAGEMENT LLC15,840$1.54M0.03%new13F-HRTimeline
AlphaCentric Advisors LLC15,719$1.53M1.53%new13F-HRTimeline
Empire Financial Management Company, LLC15,273$1.49M0.46%+89913F-HRTimeline
IAM Advisory, LLC15,160$1.48M0.37%+24713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC15,079$1.47M1.05%+58813F-HRTimeline
Pine Valley Investments Ltd Liability Co15,037$1.46M0.1%013F-HRTimeline
Richard P Slaughter Associates Inc15,024$1.46M0.33%-44813F-HRTimeline
Compass Wealth Management LLC15,000$1.46M0.35%-1,62513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co14,875$1.45M0.33%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.14,910$1.45M0.13%+1,60813F-HRTimelineGroup
PARK NATIONAL CORP /OH/14,788$1.44M0.05%-15813F-HRTimeline
SevenBridge Financial Group, LLC13,333$1.44M0.27%-71013F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,743$1.43M0.09%-61813F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,661$1.43M0.04%+21313F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC14,625$1.42M0.58%-15013F-HRTimeline