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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,344 managers (1,361 13F filers) reported a position in NVS shares at 2025-03-31, 139,181,945 shares in all. 107 filers opened a position and 80 filers sold out during the quarter.

Managers
1,344
13F filers
1,361
New
107
Added
430
Reduced
509
Sold out
80
Shares held by filers
139,181,945

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TRUST CO OF VERMONT46,896$5.23M0.26%-1,07213F-HRTimeline
HRT FINANCIAL LP46,698$5.21M0.03%-10,03013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,508$5.18M0.06%+3,38113F-HRTimelineGroup
Atria Investments, Inc46,493$5.18M0.07%+3,23013F-HRTimeline
Henry James International Management In…45,999$5.13M1.76%+1613F-HRTimeline
Advisors Capital Management, LLC45,617$5.09M0.08%+2,22013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…43,635$4.86M0.02%+20013F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding43,623$4.86M-11,941Timeline
Steward Partners Investment Advisory, L…43,585$4.86M0.04%-73913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT43,558$4.86M0.32%-75613F-HRTimeline
Graham Capital Management, L.P.43,479$4.85M0.15%-4,71413F-HRTimeline
Greenfield Seitz Capital Management, LLC43,427$4.84M1.85%-82713F-HRTimeline
SCOTIA CAPITAL INC.43,410$4.84M0.03%-3,33713F-HRTimeline
Catalyst Capital Advisors LLC43,092$4.8M0.1%+19,35013F-HRTimeline
SIGNATUREFD, LLC43,091$4.8M0.09%+3,00113F-HRTimeline
Employees Retirement System of Texas43,010$4.79M0.04%new13F-HRTimeline
NORDEN GROUP LLC42,199$4.7M0.54%+13913F-HRTimeline
Perennial Advisors, LLC42,016$4.69M0.93%+84513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC41,959$4.68M0.21%+57813F-HRTimeline
Naviter Wealth, LLC39,993$4.66M0.56%-53213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.41,665$4.64M0.18%-30,76313F-HRTimelineGroup
World Investment Advisors41,471$4.62M0.12%+4,54213F-HRTimeline
Wilmington Savings Fund Society, FSB41,459$4.62M0.09%+2713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA41,420$4.62M0.32%-6,85813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …41,128$4.58M1%13F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC41,106$4.58M0.91%new13F-HRTimeline
HAMEL ASSOCIATES, INC.41,060$4.58M1.56%+32,38013F-HRTimeline
Arlington Partners LLCin group Arlington Trust Co LLC40,882$4.56M1.79%+9,73013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…40,541$4.52M0.14%-4,75613F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…39,951$4.45M<0.01%+20,17913F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC39,845$4.44M0.5%013F-HRTimeline
Qube Research & Technologies Ltd39,723$4.43M0.01%-594,85113F-HRTimeline
Hayek Kallen Investment Management39,485$4.4M1.62%-59013F-HRTimeline
Private Advisor Group, LLC38,990$4.35M0.03%-1,53213F-HRTimeline
Crossmark Global Holdings, Inc.38,669$4.31M0.08%+44213F-HRTimeline
RHUMBLINE ADVISERS38,600$4.3M<0.01%+3,84613F-HR/ATimeline
GARLAND CAPITAL MANAGEMENT INC38,505$4.29M4.02%-3,65513F-HRTimeline
CWA Asset Management Group, LLC37,646$4.2M0.2%+6,80613F-HRTimeline
Haverford Trust Co37,265$4.15M0.04%-67413F-HRTimeline
Argent Trust Co36,857$4.11M0.17%+1,23413F-HRTimeline
Timber Creek Capital Management LLC36,732$4.09M1.09%-5,79913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.35,952$4.01M<0.01%-576,42713F-HRTimelineGroup
Pekin Hardy Strauss, Inc.35,245$3.93M0.48%-90513F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV35,163$3.92M0.46%-2,33713F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC35,112$3.91M0.28%-1,34213F-HRTimeline
WealthTrust Axiom LLC34,885$3.89M1.18%+1,05013F-HRTimeline
Orion Porfolio Solutions, LLC34,672$3.87M0.04%+1,05113F-HRTimeline
Orion Portfolio Solutions, LLC34,672$3.87M0.04%+1,05113F-HR/ATimeline
Diamond Hill Capital Management, LLC (I…34,277$3.82M0.02%+3,56213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,005$3.68M0.02%+3,06713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC32,868$3.66M0.05%+7,53113F-HRTimelineGroup
Sequoia Financial Advisors, LLC32,777$3.65M0.03%+5,13513F-HRTimeline
Chesley Taft & Associates LLC32,147$3.58M0.17%-20013F-HRTimeline
Cornerstone Wealth Group, LLC31,438$3.5M0.29%+1,76713F-HRTimeline
Advisory Services Network, LLC31,355$3.5M0.07%-3,52413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…31,225$3.48M0.02%-1,61013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT31,036$3.46M0.16%-91013F-HRTimeline
DAVENPORT & Co LLC30,925$3.45M0.02%-1,73513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC30,832$3.44M0.6%+1,16313F-HRTimeline
Caprock Group, LLC29,826$3.43M0.1%+1,40713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC29,598$3.3M0.14%+32613F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding29,314$3.27M-18,630Timeline
Providence Capital Advisors, LLC29,289$3.27M0.68%+36913F-HRTimeline
Moors & Cabot, Inc.29,247$3.26M0.17%+1,38213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.29,238$3.26M0.24%-1,39213F-HRTimelineGroup
Fayez Sarofim & Coin group Fayez Sarofim & Co28,936$3.23M0.01%-5,65013F-HRTimelineGroup
Transform Wealth, LLC27,573$3.18M0.19%-33013F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…28,455$3.17M2.33%+50013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC28,368$3.16M0.01%-9,40613F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP28,303$3.16M0.28%+2,90313F-HRTimelineGroup
CHOREO, LLC28,283$3.15M0.05%-2,50413F-HRTimeline
TD Waterhouse Canada Inc.28,660$3.14M0.03%+23,20413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,234$3.14M0.3%-77513F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC27,357$3.14M0.02%+1,06213F-HRTimelineGroup
Oxbow Advisors, LLC27,656$3.08M0.33%+77413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC27,525$3.07M0.04%-6,28013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding27,440$3.06M+27,440Timeline
Telos Capital Management, Inc.27,438$3.06M0.33%-24813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT27,337$3.05M0.23%-27,86713F-HRTimeline
PATTEN & PATTEN INC/TN27,237$3.04M0.2%-2,82313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT26,958$3.01M0.05%-1,80013F-HRTimeline
GREAT LAKES ADVISORS, LLC26,954$3M0.03%+6,05213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA26,779$2.99M0.02%-3,07913F-HRTimelineGroup
Wambolt & Associates, LLC27,021$2.96M1.01%+44313F-HRTimeline
Arkadios Wealth Advisors26,515$2.96M0.11%+18,02813F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA26,347$2.94M0.43%-1,21913F-HRTimeline
HALL LAURIE J TRUSTEE26,142$2.91M1.04%-1,07313F-HRTimeline
Callan Family Office, LLC26,099$2.91M0.22%-2,77513F-HRTimeline
ALBERT D MASON INC26,028$2.9M1.97%+12,77413F-HRTimeline
Penobscot Investment Management Company…25,767$2.87M0.27%+1,55013F-HRTimeline
Americana Partners, LLC25,755$2.87M0.11%+26413F-HRTimeline
Ballentine Partners, LLC25,625$2.86M0.05%+6,39113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …25,616$2.86M1.77%+1,01213F-HRTimeline
Quartz Partners, LLC25,219$2.81M1.71%+7,05613F-HRTimeline
FAIRFIELD, BUSH & CO.25,052$2.79M1.77%-46413F-HRTimeline
EagleClaw Capital Managment, LLC24,908$2.78M0.44%-22613F-HRTimeline
Atria Wealth Solutions, Inc.24,358$2.75M0.03%-3,34513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP24,519$2.73M0.05%-3413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC24,418$2.72M0.07%+34613F-HRTimeline
Advisors Asset Management, Inc.24,336$2.71M0.05%-1,60413F-HR/ATimeline
TEALWOOD ASSET MANAGEMENT INC24,312$2.71M1.25%+6313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …23,885$2.66M0.38%+3,14913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,813$2.65M0.02%+2,58113F-HRTimelineGroup
FCA CORP /TX23,550$2.63M0.84%-66413F-HRTimeline
apricus wealth, LLC23,308$2.6M1.55%+1,49513F-HRTimeline
MGO ONE SEVEN LLC23,307$2.6M0.1%-4,40313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding23,184$2.58M+49Timeline
Choate Investment Advisors23,111$2.58M0.06%-13,57213F-HRTimeline
AMG National Trust Bank22,856$2.55M0.07%+20013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,573$2.52M<0.01%+11,44413F-HRTimelineGroup
MAI Capital Management22,468$2.5M0.02%-1,59313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK22,459$2.5M0.02%-1,35413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.22,453$2.5M0.08%+2,68413F-HRTimeline
Procyon Advisors, LLC22,374$2.49M0.15%+1,72113F-HRTimeline
Cascade Investment Advisors, Inc.22,235$2.48M1.68%-36013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC22,225$2.48M1.16%+4113F-HRTimeline
DENALI ADVISORS LLC21,936$2.45M0.28%-17613F-HRTimeline
KAHN BROTHERS GROUP INC21,909$2.44M0.49%+72813F-HRTimeline
Prospera Financial Services Inc21,885$2.44M0.06%+4,27413F-HRTimeline
Compound Planning, Inc.21,761$2.43M0.11%+5,82813F-HRTimeline
Onex Canada Asset Management Inc.21,750$2.42M0.31%+4,05013F-HRTimeline
Arvest Bank Trust Division21,642$2.41M0.15%-73713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,213$2.36M0.2%+5813F-HR/ATimeline
BLUE SQUARE ASSET MANAGEMENT, LLC21,194$2.36M1.27%-34313F-HRTimeline
Integrated Wealth Concepts LLC21,155$2.36M0.03%-2,94013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…20,997$2.34M0.43%-18,73913F-HRTimelineGroup
Family Manage LLC20,933$2.33M0.39%+80613F-HRTimeline
EVERETT HARRIS & CO /CA/20,813$2.32M0.03%-23513F-HRTimeline
BEACON FINANCIAL GROUP20,648$2.3M0.25%-98213F-HRTimeline
Coastline Trust Co20,621$2.3M0.29%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PEAPACK GLADSTONE FINANCIAL CORP20,309$2.26M0.03%-4,33313F-HRTimeline
Merit Financial Group, LLC19,978$2.23M0.03%+9,18713F-HRTimeline
Prime Capital Investment Advisors, LLC19,559$2.18M0.03%+1,14413F-HRTimeline
Ipswich Investment Management Co., Inc.19,462$2.17M0.54%-76513F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP19,295$2.15M0.71%-8313F-HRTimeline
Old Port Advisors19,262$2.15M0.64%-28413F-HRTimeline
Optimist Retirement Group LLC19,203$2.14M1.07%+13713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19,145$2.13M0.28%-26013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,106$2.13M0.02%+81613F-HRTimeline
FOSTER & MOTLEY INC18,939$2.11M0.13%+22213F-HRTimeline
Clearstead Advisors, LLC18,916$2.11M0.03%-10713F-HRTimeline
Kathmere Capital Management, LLC18,742$2.09M0.18%+5,78813F-HRTimeline
NorthCrest Asset Manangement, LLC18,555$2.07M0.06%-1,26313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,462$2.06M-2,316Timeline
WCG Wealth Advisors LLC18,433$2.05M0.16%-1,93113F-HR/ATimeline
Abbot Financial Management, Inc.18,429$2.05M1.07%-46013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,718$2.04M0.07%+25213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC18,273$2.04M<0.01%+16,95913F-HR/ATimelineGroup
Checchi Capital Advisers, LLC18,215$2.03M0.14%+90313F-HRTimeline
INDEPENDENT INVESTORS INC17,900$2M0.42%013F-HRTimeline
Csenge Advisory Group17,976$1.99M0.11%+1,58113F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.17,840$1.99M0.31%+3,35113F-HRTimeline
Lester Murray Antman dba SimplyRich17,776$1.98M0.57%+1,88413F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC17,704$1.97M0.48%-11013F-HRTimeline
HEADINVEST, LLC17,691$1.97M0.38%-16013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,678$1.97M0.3%-72013F-HRTimeline
GREENLEAF TRUST17,624$1.96M0.02%-16913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,588$1.96M0.12%+8513F-HRTimelineGroup
Triasima Portfolio Management inc.17,465$1.95M0.38%-3,03313F-HRTimeline
TD Asset Management Inc17,429$1.94M<0.01%+1,37413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC17,427$1.94M0.45%+60113F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …17,422$1.94M0.13%-30013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,047$1.9M<0.01%+6,97713F-HRTimelineGroup
Patten Group, Inc.16,970$1.89M0.43%+62913F-HRTimeline
Perigon Wealth Management, LLC16,896$1.88M0.05%-35013F-HRTimeline
Altman Advisors, Inc.16,453$1.87M0.86%+50913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV16,728$1.86M0.41%-29413F-HRTimeline
Callan Capital, LLC16,685$1.86M0.14%+5,36613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,120$1.86M0.01%-5813F-HRTimelineGroup
Palisade Asset Management, LLC16,624$1.85M0.19%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,533$1.84M0.12%-14913F-HRTimeline
Dynamic Advisor Solutions LLC16,516$1.84M0.06%-2013F-HRTimeline
Aptus Capital Advisors, LLC16,398$1.83M0.02%+37213F-HRTimeline
CIBC Asset Management Inc16,386$1.8M0.01%-2,72313F-HRTimeline
Ascent Wealth Partners, LLC16,141$1.8M0.24%-6213F-HRTimeline
SOMERVILLE KURT F16,093$1.79M0.31%-1,03513F-HRTimeline
Dorsey & Whitney Trust CO LLC16,048$1.79M0.1%-9013F-HRTimeline
Empowered Funds, LLC15,825$1.76M0.03%new13F-HRTimeline
Empire Financial Management Company, LLC15,695$1.75M0.54%+42213F-HRTimeline
ARVEST INVESTMENTS, INC.15,555$1.73M0.27%-82113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.15,383$1.71M0.16%+47313F-HRTimelineGroup
Farther Finance Advisors, LLC15,628$1.71M0.04%+3,38913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.15,302$1.71M0.03%-56213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IAM Advisory, LLC15,196$1.69M0.44%+3613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC15,072$1.68M0.44%+2,47113F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC14,522$1.68M0.11%-22113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC14,986$1.67M1.36%-9313F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,975$1.67M0.05%+31413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC14,951$1.67M<0.01%+11,20513F-HR/ATimelineGroup
Campbell & CO Investment Adviser LLC14,940$1.67M0.13%-84,67413F-HRTimeline
First Horizon Advisors, Inc.14,939$1.67M0.05%+49413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,862$1.66M0.1%-1,25013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,593$1.63M0.04%-28,46213F-HRTimelineGroup
Aaron Wealth Advisors LLC14,574$1.62M0.19%+45713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co14,475$1.61M0.39%-40013F-HRTimeline
Pine Valley Investments Ltd Liability Co14,437$1.61M0.1%-60013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC14,420$1.61M0.15%-17513F-HRTimeline
Compass Wealth Management LLC14,200$1.58M0.4%-80013F-HRTimeline
Leo Wealth, LLC14,170$1.58M0.23%+2,29713F-HRTimeline
ROBERTS GLORE & CO INC /IL/14,139$1.58M0.48%013F-HRTimeline