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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,499 managers (1,516 13F filers) reported a position in NVS shares at 2025-12-31, 133,260,942 shares in all. 130 filers opened a position and 68 filers sold out during the quarter.

Managers
1,499
13F filers
1,516
New
130
Added
496
Reduced
478
Sold out
68
Shares held by filers
133,260,942

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WALLED LAKE PLANNING & WEALTH MANAGEMEN…49,632$6.84M2.16%-16413F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding49,400$6.82M-7,283Timeline
PITTENGER & ANDERSON INC49,020$6.76M0.26%013F-HRTimeline
Bleakley Financial Group, LLC48,943$6.75M0.12%-3,19013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,579$6.7M0.06%-4,31313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …48,437$6.68M1.29%+2,95613F-HRTimelineGroup
Catalyst Capital Advisors LLC47,642$6.57M0.13%-2,25013F-HRTimeline
SCOTIA CAPITAL INC.47,469$6.54M0.03%+41613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC47,245$6.51M0.15%+19,15513F-HRTimeline
SIMPLEX TRADING, LLC46,821$6.46M0.18%+1013F-HRTimeline
Archford Capital Strategies, LLC46,672$6.43M0.75%+20,31913F-HRTimeline
SIGNATUREFD, LLC46,629$6.43M0.1%+52213F-HRTimeline
Rathbones Group PLC46,006$6.34M0.02%-24313F-HR/ATimeline
FIRST MANHATTAN CO. LLC.45,906$6.33M0.02%+98313F-HRTimeline
TRUST CO OF VERMONT45,745$6.31M0.26%+613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd45,069$6.21M0.06%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/44,411$6.12M0.01%+5,04213F-HRTimelineGroup
Monte Financial Group, LLC44,023$6.07M2.26%-2,56013F-HRTimeline
Henry James International Management In…43,596$6.01M1.89%-313F-HRTimeline
Perennial Advisors, LLC42,344$5.84M0.98%+40713F-HRTimeline
Orion Porfolio Solutions, LLC42,323$5.84M0.04%-46713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding41,567$5.75M-5,836Timeline
Lido Advisors, LLCin group Lido Advisors, LLC43,739$5.75M0.02%+64313F-HRTimelineGroup
Sequoia Financial Advisors, LLC41,635$5.74M0.03%-16013F-HRTimeline
Private Advisor Group, LLC41,078$5.66M0.03%-32213F-HRTimeline
HAMEL ASSOCIATES, INC.40,585$5.6M1.69%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40,412$5.57M0.01%+24,43613F-HRTimelineGroup
Argent Trust Co40,333$5.56M0.19%+29113F-HRTimeline
First Pacific Financial40,072$5.52M0.72%+5,75913F-HRTimeline
Euro Pacific Asset Management, LLC42,231$5.49M0.61%-49,53613F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC39,815$5.49M0.52%-44513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding39,664$5.47M-1,416Timeline
Spire Wealth Managementin group Spire Wealth Management38,983$5.37M0.18%+37,51813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,951$5.37M0.1%-8,31913F-HRTimelineGroup
MAI Capital Management38,185$5.26M0.03%+8,39713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37,858$5.22M0.14%-56713F-HRTimelineGroup
Caprock Group, LLC37,747$5.2M0.11%+3,25113F-HRTimeline
WCG Wealth Advisors LLC37,705$5.2M0.15%+21,20213F-HRTimeline
Naviter Wealth, LLC37,658$5.19M0.68%-5,87313F-HRTimeline
DAVENPORT & Co LLC37,364$5.15M0.03%-4,67213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC37,022$5.1M0.05%-45213F-HRTimelineGroup
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.37,000$5.1M1.07%013F-HRTimelineGroup
Vise Technologies, Inc.36,277$5M0.1%+16,91313F-HRTimeline
RHUMBLINE ADVISERS36,140$4.98M<0.01%-1,02413F-HRTimeline
China Universal Asset Management Co., L…36,000$4.96M0.38%+16,00013F-HRTimeline
FACTORY MUTUAL INSURANCE CO35,796$4.94M0.05%013F-HRTimeline
Crossmark Global Holdings, Inc.35,483$4.89M0.07%-1,58713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC35,457$4.89M0.01%+26,61613F-HRTimelineGroup
Quartz Partners, LLC35,382$4.88M1.82%+2,97013F-HRTimeline
DEARBORN PARTNERS LLC35,225$4.86M0.24%+6513F-HRTimeline
Greenfield Seitz Capital Management, LLC34,875$4.81M1.58%-57813F-HRTimeline
Arkadios Wealth Advisors34,843$4.8M0.1%+3,18913F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV34,593$4.77M0.47%+30013F-HRTimeline
Timber Creek Capital Management LLC34,545$4.76M1.11%-8213F-HRTimeline
Farther Finance Advisors, LLC34,378$4.74M0.05%+16,06913F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.32,897$4.66M0.6%+28,33813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co33,570$4.63M0.1%013F-HR/ATimelineGroup
CHOREO, LLC33,223$4.61M0.06%-1,34813F-HRTimeline
Cornerstone Wealth Group, LLC33,253$4.58M0.31%+45713F-HRTimeline
WealthTrust Axiom LLC32,885$4.53M1.17%-27413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,723$4.51M0.14%-33713F-HRTimeline
Merit Financial Group, LLC32,499$4.48M0.04%+1,35413F-HRTimeline
Chesley Taft & Associates LLC32,480$4.48M0.18%+1,65013F-HRTimeline
TD Asset Management Inc32,435$4.47M<0.01%+7,62013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA32,288$4.45M0.28%-1,56213F-HRTimeline
MGO ONE SEVEN LLC32,254$4.45M0.09%+5,93913F-HRTimeline
Providence Capital Advisors, LLC32,082$4.42M0.74%+1,10813F-HRTimeline
Advisory Services Network, LLC31,893$4.4M0.06%+4113F-HRTimeline
GREAT LAKES ADVISORS, LLC31,160$4.3M0.04%+62713F-HRTimeline
Choate Investment Advisors31,147$4.29M0.08%+8,90913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT30,898$4.26M0.17%-7213F-HRTimeline
Pekin Hardy Strauss, Inc.30,711$4.23M0.39%-1,85513F-HRTimeline
Csenge Advisory Group30,264$4.17M0.19%+1,01813F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC30,164$4.16M0.02%-15,42613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,928$4.13M0.01%-1,80013F-HRTimelineGroup
Global Retirement Partners, LLC29,730$4.1M0.07%+18,03213F-HRTimeline
Moors & Cabot, Inc.29,612$4.08M0.17%+32013F-HRTimeline
Northside Capital Management, LLC29,543$4.07M0.35%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…29,337$4.04M0.02%-19113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC29,320$4.04M0.21%+10,27913F-HRTimeline
PRENTISS SMITH & CO INC29,154$4.02M2.4%-11013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,138$4.02M0.1%+27,85313F-HRTimelineGroup
TD Waterhouse Canada Inc.29,022$4M0.02%+70613F-HRTimeline
Oxbow Advisors, LLC28,508$3.93M0.35%-33213F-HRTimeline
Haverford Trust Co28,382$3.91M0.03%-49213F-HRTimeline
Penobscot Investment Management Company…28,316$3.9M0.29%-113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co28,252$3.9M0.01%+30013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp28,243$3.89M0.07%-87013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.28,183$3.87M0.26%-50613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC27,843$3.84M0.24%-36613F-HRTimeline
EagleClaw Capital Managment, LLC27,682$3.82M0.55%-40013F-HRTimeline
CWA Asset Management Group, LLC27,213$3.75M0.14%+16,40913F-HRTimeline
Compound Planning, Inc.27,034$3.73M0.11%+3,69513F-HRTimeline
Ballentine Partners, LLC26,981$3.72M0.05%+86213F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…26,895$3.71M2.33%-11013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,836$3.7M0.23%-5213F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP26,579$3.66M0.21%013F-HRTimelineGroup
Telos Capital Management, Inc.26,293$3.62M0.34%-37913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)26,288$3.62M1.21%+12013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,130$3.6M0.27%-17013F-HRTimeline
CIBC Asset Management Inc26,264$3.59M0.01%+27513F-HRTimeline
Prospera Financial Services Inc25,879$3.57M0.06%-6713F-HRTimeline
ALBERT D MASON INC25,587$3.53M2.32%+8813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP25,365$3.5M0.05%+75813F-HRTimelineGroup
Americana Partners, LLC24,964$3.44M0.09%-1,32013F-HRTimeline
Diamond Hill Capital Management, LLC (I…24,822$3.42M0.02%-3,00513F-HRTimeline
Arjuna Capital24,705$3.41M0.83%-14613F-HRTimeline
apricus wealth, LLC24,673$3.4M1.74%+94013F-HRTimeline
Campbell & CO Investment Adviser LLC24,619$3.39M0.16%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP24,279$3.35M0.04%+6213F-HRTimeline
HALL LAURIE J TRUSTEE24,122$3.33M1.11%-1,21013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC24,077$3.32M1.31%13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC23,985$3.31M0.7%-4,36313F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC23,813$3.28M1.46%-42713F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP23,731$3.27M1.01%+5,11913F-HRTimeline
PATTEN & PATTEN INC/TN23,694$3.27M0.19%-23313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC22,714$3.26M0.04%-3,09513F-HRTimeline
SageView Advisory Group, LLC23,339$3.22M0.11%-1,12413F-HRTimeline
AMG National Trust Bank22,890$3.16M0.07%+13413F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC22,815$3.15M1.41%+1013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …22,754$3.14M0.41%-46413F-HRTimeline
FCA CORP /TX22,612$3.12M0.88%-1,82013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,604$3.12M0.02%+46113F-HRTimelineGroup
Third View Private Wealth, LLC22,384$3.09M0.42%13F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC22,349$3.08M1.28%-7213F-HRTimeline
FOSTER & MOTLEY INC22,055$3.04M0.16%+2,27913F-HRTimeline
AlphaCore Capital LLC21,835$3.01M0.07%-1,12913F-HRTimeline
FAIRFIELD, BUSH & CO.21,613$2.98M1.57%-1,24113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …21,237$2.93M0.02%13F-HR/ATimelineGroup
Cascade Investment Advisors, Inc.21,055$2.9M1.71%-15013F-HRTimeline
Old Port Advisors20,992$2.89M0.71%+29113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC20,859$2.88M0.49%+1,13313F-HRTimelineGroup
Advisors Asset Management, Inc.20,783$2.87M0.05%+72613F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC20,505$2.83M0.17%13F-HRTimeline
Perigon Wealth Management, LLC20,500$2.83M0.05%+3,54313F-HRTimeline
Coastline Trust Co20,411$2.81M0.26%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Family Manage LLC20,338$2.8M0.35%+23413F-HRTimeline
BEACON FINANCIAL GROUP20,253$2.79M0.28%-19613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,982$2.75M0.02%+3,67813F-HRTimelineGroup
Kathmere Capital Management, LLC19,925$2.75M0.19%-93913F-HRTimeline
Aaron Wealth Advisors LLC19,719$2.72M0.15%+4,08013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK19,434$2.68M0.02%-2,69713F-HRTimelineGroup
EVERETT HARRIS & CO /CA/19,363$2.67M0.03%013F-HRTimeline
Clearstead Advisors, LLC19,130$2.64M0.03%+11213F-HRTimeline
NorthCrest Asset Manangement, LLC19,122$2.64M0.06%-89213F-HRTimeline
Optimist Retirement Group LLC18,979$2.62M1.2%-34013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/18,956$2.61M0.26%013F-HRTimeline
Patriot Financial Group Insurance Agenc…18,678$2.58M0.31%+1,79813F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC18,679$2.57M<0.01%-9,85413F-HRTimelineGroup
Beutel, Goodman & Co Ltd.18,655$2.57M0.02%+21513F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC18,237$2.51M0.5%+48813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,219$2.51M0.08%+17513F-HRTimelineGroup
Abbot Financial Management, Inc.18,157$2.5M1.04%-5013F-HRTimeline
Abacus Wealth Partners, LLC18,094$2.49M0.24%+16,32813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT18,086$2.49M0.04%-22613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,007$2.48M-696Timeline
INDEPENDENT INVESTORS INC17,900$2.47M0.46%013F-HRTimeline
Lester Murray Antman dba SimplyRich17,770$2.45M0.64%013F-HRTimeline
Checchi Capital Advisers, LLC17,757$2.45M0.17%-11913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC17,478$2.41M0.51%-4113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.17,378$2.4M0.17%+9913F-HRTimelineGroup
HB Wealth Management, LLC17,362$2.39M0.02%+42313F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …17,347$2.39M0.15%+11013F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.17,219$2.37M0.75%+1,12113F-HRTimeline
Patten Group, Inc.17,134$2.36M0.44%+32113F-HRTimeline
Altman Advisors, Inc.17,112$2.36M0.89%-2413F-HRTimeline
Ipswich Investment Management Co., Inc.17,107$2.36M0.55%-10513F-HRTimeline
EP Wealth Advisors, LLC16,977$2.34M0.01%13F-HRTimeline
Abundance Wealth Counselors16,927$2.33M0.39%+7313F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…16,911$2.33M1.11%013F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,871$2.33M0.28%-35613F-HRTimeline
Marshall Financial Group, LLC16,859$2.32M0.45%+48413F-HRTimeline
Prime Capital Investment Advisors, LLC16,829$2.32M0.03%-50813F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,783$2.31M0.13%+613F-HRTimeline
Dynamic Advisor Solutions LLC16,555$2.28M0.07%-3,31113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,489$2.27M0.06%+10,86213F-HRTimelineGroup
Empire Financial Management Company, LLC16,484$2.27M0.49%+14613F-HRTimeline
Leo Wealth, LLC16,428$2.26M0.16%+3,14813F-HRTimeline
Smartleaf Asset Management LLC16,315$2.26M0.09%+1,98713F-HRTimeline
Palisade Asset Management, LLC16,409$2.26M0.22%-5013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,376$2.26M0.01%-43713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC16,336$2.25M0.12%+1,14513F-HRTimeline
HEADINVEST, LLC16,332$2.25M0.45%-18413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,296$2.25M0.05%+1,89813F-HRTimeline
Quadcap Wealth Management, LLC16,255$2.24M0.26%-12913F-HRTimeline
WealthPlan Investment Management, LLC16,230$2.24M0.14%+6,83613F-HRTimeline
IAM Advisory, LLC16,201$2.23M0.5%+6613F-HRTimeline
Aptus Capital Advisors, LLC15,936$2.2M0.02%+64613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…15,828$2.18M<0.01%-1,388,26013F-HRTimelineGroup
Ascent Wealth Partners, LLC15,656$2.16M0.25%+1913F-HRTimeline
Waverly Advisors, LLC15,647$2.16M0.02%+1,63713F-HRTimeline
Baker Ellis Asset Management LLC15,250$2.1M0.25%+53913F-HRTimeline
Venturi Wealth Management, LLC15,078$2.08M0.09%+1,51013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,059$2.08M0.05%-56713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC14,986$2.07M1.41%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,966$2.06M0.02%013F-HRTimeline
Strategic Global Advisors, LLC14,873$2.05M0.32%+1,69113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,815$2.04M0.02%+3,96713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC14,661$2.02M0.03%+4,39013F-HRTimelineGroup
BAILARD, INC.14,426$1.99M0.04%+2,30513F-HRTimeline