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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,372 managers (1,388 13F filers) reported a position in NVS shares at 2025-06-30, 133,507,472 shares in all. 95 filers opened a position and 76 filers sold out during the quarter.

Managers
1,372
13F filers
1,388
New
95
Added
493
Reduced
479
Sold out
76
Shares held by filers
133,507,472

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Steward Partners Investment Advisory, L…47,199$5.71M0.04%+3,61413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC46,660$5.65M0.26%+4,70113F-HRTimeline
TRUST CO OF VERMONT46,558$5.63M0.27%-33813F-HRTimeline
FIRST MANHATTAN CO. LLC.45,848$5.55M0.02%-3,61213F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co45,143$5.46M0.12%+38,75013F-HRTimelineGroup
SCOTIA CAPITAL INC.44,901$5.43M0.03%+1,49113F-HRTimeline
SIGNATUREFD, LLC44,718$5.41M0.09%+1,62713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …44,198$5.35M1.05%13F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp43,671$5.28M0.02%new13F-HRTimelineGroup
Henry James International Management In…43,599$5.28M1.73%-2,40013F-HRTimeline
Greenfield Seitz Capital Management, LLC43,367$5.25M1.85%-6013F-HRTimeline
World Investment Advisors42,757$5.17M0.12%+1,28613F-HRTimeline
Naviter Wealth, LLC42,083$5.09M0.63%+2,09013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC42,007$5.08M0.88%+90113F-HRTimeline
Perennial Advisors, LLC41,945$5.08M0.94%-7113F-HRTimeline
Wilmington Savings Fund Society, FSB41,243$4.99M0.09%-21613F-HRTimeline
Private Advisor Group, LLC41,140$4.98M0.03%+2,15013F-HRTimeline
HAMEL ASSOCIATES, INC.40,755$4.93M1.67%-30513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC40,081$4.85M0.52%+23613F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC39,512$4.78M0.02%+12,15513F-HRTimelineGroup
Orion Porfolio Solutions, LLC39,469$4.78M0.04%+4,79713F-HR/ATimeline
RHUMBLINE ADVISERS38,953$4.71M<0.01%+35313F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding38,910$4.71M-1,972Timeline
Argent Trust Co38,895$4.71M0.18%+2,03813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38,891$4.71M0.14%-1,65013F-HRTimelineGroup
Hayek Kallen Investment Management38,890$4.71M1.6%-59513F-HRTimeline
HRT FINANCIAL LP37,980$4.59M0.02%-8,71813F-HRTimeline
Sequoia Financial Advisors, LLC37,963$4.59M0.03%+5,18613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA37,644$4.56M0.31%-3,77613F-HRTimeline
Crossmark Global Holdings, Inc.37,363$4.52M0.07%-1,30613F-HRTimeline
Haverford Trust Co37,238$4.51M0.04%-2713F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.37,000$4.48M1.17%-13,00013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.35,883$4.34M0.02%+2,87813F-HRTimeline
DEARBORN PARTNERS LLC35,210$4.26M0.2%-26,96313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC34,768$4.21M0.28%-34413F-HRTimeline
Diamond Hill Capital Management, LLC (I…34,277$4.15M0.02%013F-HRTimeline
Timber Creek Capital Management LLC34,785$4.1M1.04%-1,94713F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV33,799$4.09M0.44%-1,36413F-HRTimeline
DAVENPORT & Co LLC33,683$4.08M0.02%+2,75813F-HRTimeline
Pekin Hardy Strauss, Inc.33,491$4.05M0.46%-1,75413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC33,307$4.03M0.15%+3,70913F-HRTimeline
Aquatic Capital Management LLC33,240$4.02M0.08%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC33,158$4.01M0.05%+29013F-HRTimelineGroup
WealthTrust Axiom LLC32,650$3.95M1.16%-2,23513F-HRTimeline
Cornerstone Wealth Group, LLC32,611$3.95M0.3%+1,17313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding31,939$3.86M+2,625Timeline
Chesley Taft & Associates LLC31,197$3.78M0.17%-95013F-HRTimeline
Moors & Cabot, Inc.31,062$3.76M0.17%+1,81513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT30,970$3.75M0.16%-6613F-HRTimeline
Merit Financial Group, LLC30,520$3.69M0.04%+10,54213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…30,175$3.65M0.02%-1,05013F-HRTimeline
Advisory Services Network, LLC32,102$3.65M0.06%+74713F-HRTimeline
Providence Capital Advisors, LLC30,129$3.65M0.67%+84013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,001$3.63M0.02%+13,88113F-HRTimelineGroup
PRENTISS SMITH & CO INC29,334$3.55M2.11%-18,55813F-HRTimeline
Northside Capital Management, LLC29,290$3.54M0.27%+25,99413F-HRTimeline
TD Waterhouse Canada Inc.28,735$3.53M0.03%+7513F-HRTimeline
GREAT LAKES ADVISORS, LLC29,189$3.53M0.03%+2,23513F-HRTimeline
CHOREO, LLC29,078$3.52M0.05%+79513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC28,954$3.5M0.04%+1,42913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.28,719$3.48M0.24%-51913F-HRTimelineGroup
Oxbow Advisors, LLC28,619$3.46M0.38%+96313F-HRTimeline
DRW Securities, LLC28,619$3.46M0.24%+25,51513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp28,557$3.46M0.08%+10,96913F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC28,439$3.44M0.6%-2,39313F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…28,405$3.44M2.43%-5013F-HRTimeline
Connor, Clark & Lunn Investment Managem…28,364$3.43M0.01%-64,63213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC28,300$3.42M0.01%-6813F-HRTimelineGroup
Fayez Sarofim & Coin group Fayez Sarofim & Co28,136$3.4M0.01%-80013F-HRTimelineGroup
Vise Technologies, Inc.27,627$3.34M0.14%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC27,533$3.33M0.01%+12,58213F-HR/ATimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT27,206$3.29M0.23%-13113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC26,947$3.26M0.07%+2,52913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,835$3.25M0.28%-39913F-HRTimeline
Ballentine Partners, LLC26,751$3.24M0.05%+1,12613F-HRTimeline
Telos Capital Management, Inc.26,690$3.23M0.33%-74813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.26,638$3.22M0.05%+11,33613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIH Partners, LLLPin group SIH Partners, LLLP26,579$3.22M0.31%-1,72413F-HRTimelineGroup
Americana Partners, LLC26,547$3.21M0.11%+79213F-HRTimeline
Prospera Financial Services Inc26,483$3.21M0.06%+4,59813F-HRTimeline
Glenmede Investment Management, LP26,337$3.19M0.02%13F-HRTimeline
Wambolt & Associates, LLC25,647$3.16M1.06%-1,37413F-HRTimeline
First Pacific Financial26,055$3.15M0.46%new13F-HRTimeline
Penobscot Investment Management Company…25,767$3.12M0.27%013F-HRTimeline
Arkadios Wealth Advisors25,629$3.1M0.09%-88613F-HRTimeline
HALL LAURIE J TRUSTEE25,142$3.04M1.01%-1,00013F-HRTimeline
Quartz Partners, LLC25,082$3.04M1.39%-13713F-HRTimeline
EagleClaw Capital Managment, LLC24,908$3.01M0.45%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT24,885$3.01M0.07%+17,04513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)24,655$2.98M1.3%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP24,607$2.98M0.05%+8813F-HRTimelineGroup
MAI Capital Management24,493$2.96M0.02%+2,02513F-HRTimeline
PATTEN & PATTEN INC/TN24,385$2.95M0.19%-2,85213F-HRTimeline
ALBERT D MASON INC24,364$2.95M2.13%-1,66413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC24,283$2.94M1.38%+3,08913F-HRTimeline
FAIRFIELD, BUSH & CO.24,224$2.93M1.66%-82813F-HRTimeline
FCA CORP /TX24,069$2.91M0.87%+51913F-HRTimeline
MGO ONE SEVEN LLC23,951$2.9M0.09%+64413F-HRTimeline
apricus wealth, LLC23,768$2.88M1.67%+46013F-HRTimeline
SIMPLEX TRADING, LLC23,703$2.87M0.08%new13F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC23,581$2.85M1.27%-73113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …23,434$2.84M0.39%-45113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,296$2.82M0.08%+5,57813F-HRTimeline
Choate Investment Advisors23,111$2.8M0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…22,893$2.77M<0.01%+5,84613F-HRTimelineGroup
AMG National Trust Bank22,756$2.75M0.07%-10013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC22,544$2.73M1.21%+31913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP22,497$2.72M0.04%+2,18813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK22,229$2.69M0.02%-23013F-HRTimelineGroup
Brooklyn Investment Group22,090$2.67M0.35%+15,06413F-HR/ATimeline
Advisors Asset Management, Inc.21,886$2.65M0.05%-2,45013F-HR/ATimeline
DENALI ADVISORS LLC21,813$2.64M0.27%-12313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,785$2.64M0.02%-2,02813F-HRTimelineGroup
Cascade Investment Advisors, Inc.21,755$2.63M1.69%-48013F-HRTimeline
Family Manage LLC21,007$2.54M0.39%+7413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT20,955$2.54M0.04%-6,00313F-HRTimeline
TD Asset Management Inc20,700$2.5M<0.01%+3,27113F-HRTimeline
Compound Planning, Inc.20,640$2.5M0.09%-1,12113F-HRTimeline
Coastline Trust Co20,621$2.5M0.29%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BEACON FINANCIAL GROUP20,564$2.49M0.26%-8413F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP20,495$2.48M0.74%+1,20013F-HRTimeline
Old Port Advisors20,406$2.47M0.67%+1,14413F-HRTimeline
Dynamic Advisor Solutions LLC20,377$2.47M0.08%+3,86113F-HRTimeline
Pinpoint Asset Management (Singapore) P…20,000$2.42M0.42%13F-HRTimeline
FOSTER & MOTLEY INC19,969$2.42M0.14%+1,03013F-HRTimeline
IEQ CAPITAL, LLC19,392$2.35M0.01%+5,49313F-HRTimeline
EVERETT HARRIS & CO /CA/19,363$2.34M0.03%-1,45013F-HRTimeline
Optimist Retirement Group LLC19,272$2.33M1.12%+6913F-HRTimeline
Clearstead Advisors, LLC19,044$2.3M0.03%+12813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/18,956$2.29M0.25%-18913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,706$2.26M0.02%-40013F-HRTimeline
WCG Wealth Advisors LLC18,607$2.25M0.15%+17413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC18,580$2.25M0.46%+3,50813F-HRTimelineGroup
KAHN BROTHERS GROUP INC18,471$2.24M0.45%-3,43813F-HRTimeline
NorthCrest Asset Manangement, LLC18,280$2.23M0.06%-27513F-HRTimeline
Abbot Financial Management, Inc.18,342$2.22M1.02%-8713F-HRTimeline
Ipswich Investment Management Co., Inc.18,127$2.19M0.53%-1,33513F-HRTimeline
INDEPENDENT INVESTORS INC17,900$2.17M0.47%013F-HRTimeline
Prime Capital Investment Advisors, LLC17,897$2.17M0.03%-1,66213F-HRTimeline
Lester Murray Antman dba SimplyRich17,776$2.15M0.6%013F-HRTimeline
Csenge Advisory Group18,408$2.13M0.11%+43213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC17,588$2.13M0.48%+16113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,568$2.13M0.31%-11013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,549$2.12M-913Timeline
Checchi Capital Advisers, LLC17,475$2.11M0.15%-74013F-HRTimeline
Triasima Portfolio Management inc.17,465$2.11M0.39%013F-HRTimeline
Kathmere Capital Management, LLC17,363$2.1M0.16%-1,37913F-HRTimeline
Farther Finance Advisors, LLC17,328$2.1M0.04%+1,70013F-HRTimeline
Altman Advisors, Inc.17,000$2.09M0.85%+54713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …17,237$2.09M0.14%-18513F-HRTimelineGroup
CIBC Asset Management Inc17,307$2.07M0.01%+92113F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC17,104$2.07M0.45%-60013F-HRTimeline
Integrated Wealth Concepts LLC17,029$2.06M0.02%-4,12613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,969$2.05M0.16%-4,24413F-HR/ATimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…16,911$2.05M0.98%-1,366,33313F-HRTimelineGroup
HEADINVEST, LLC16,884$2.04M0.44%-80713F-HRTimeline
Abundance Wealth Counselors16,886$2.04M0.38%+3,15813F-HRTimeline
Patten Group, Inc.16,853$2.04M0.43%-11713F-HRTimeline
Perigon Wealth Management, LLC16,772$2.03M0.05%-12413F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,581$2.01M0.13%+4813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV16,513$2M0.38%-21513F-HRTimeline
Palisade Asset Management, LLC16,449$1.99M0.2%-17513F-HRTimeline
Quadcap Wealth Management, LLC16,426$1.99M0.25%+3,72213F-HRTimeline
Leo Wealth, LLC16,380$1.98M0.15%+2,21013F-HRTimeline
Aptus Capital Advisors, LLC16,156$1.96M0.02%-24213F-HRTimeline
Ascent Wealth Partners, LLC16,005$1.94M0.24%-13613F-HRTimeline
Empire Financial Management Company, LLC15,939$1.93M0.56%+24413F-HRTimeline
IAM Advisory, LLC15,901$1.92M0.46%+70513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,892$1.92M0.07%+4,59613F-HRTimelineGroup
Marshall Financial Group, LLC15,634$1.91M0.37%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.15,751$1.91M0.16%+36813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…15,617$1.89M0.22%+2,83113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,573$1.88M<0.01%+4,28413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC15,518$1.88M0.05%+54313F-HRTimeline
PEAK6 LLCin group PEAK6 LLC15,516$1.88M0.06%new13F-HR/ATimelineGroup
Aaron Wealth Advisors LLC15,228$1.84M0.19%+65413F-HRTimeline
Dorsey & Whitney Trust CO LLC15,185$1.84M0.1%-86313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,119$1.83M0.01%+3,71413F-HR/ATimelineGroup
China Universal Asset Management Co., L…15,000$1.82M0.17%+3,78013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC14,986$1.81M1.39%013F-HRTimeline
Baker Ellis Asset Management LLC14,561$1.76M0.24%+2,20013F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,534$1.76M0.1%+1213F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…14,481$1.75M<0.01%new13F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC14,462$1.75M0.09%-40013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,324$1.73M0.62%+2,23613F-HRTimeline
SOMERVILLE KURT F14,323$1.73M0.29%-1,77013F-HRTimeline
Strategic Global Advisors, LLC14,247$1.72M0.28%+1,73213F-HRTimeline
Wellington Capital Management, Inc.14,141$1.71M2.56%13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co14,125$1.71M0.39%-35013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,121$1.71M0.07%+9713F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC14,120$1.71M0.14%-30013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP14,106$1.71M0.01%+3,03813F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…14,000$1.69M0.07%new13F-HRTimelineGroup
STONEBRIDGE CAPITAL MANAGEMENT INC13,975$1.69M0.66%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,833$1.67M0.1%-2713F-HRTimeline
Waverly Advisors, LLC13,778$1.67M0.02%+17313F-HRTimeline
PARK NATIONAL CORP /OH/13,755$1.66M0.05%-9013F-HRTimeline
Ativo Capital Management LLC13,725$1.66M1.48%+1,62513F-HRTimeline
Vestmark Advisory Solutions, Inc.13,631$1.65M0.02%+5,21713F-HRTimeline
ROBERTS GLORE & CO INC /IL/13,508$1.63M0.48%-63113F-HRTimeline