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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,581 managers (1,605 13F filers) reported a position in NVS shares at 2026-03-31, 144,263,603 shares in all. 174 filers opened a position and 88 filers sold out during the quarter.

Managers
1,581
13F filers
1,605
New
174
Added
534
Reduced
551
Sold out
88
Shares held by filers
144,263,603

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,002$7.64M2.24%+37013F-HRTimeline
Geneos Wealth Management Inc.49,989$7.64M0.18%-14,85213F-HRTimeline
Cardinal Capital Management49,684$7.59M0.98%+1913F-HRTimeline
PITTENGER & ANDERSON INC49,020$7.49M0.3%013F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO49,000$7.48M0.27%-8,30013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,906$7.47M0.06%+32713F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE48,780$7.45M1.11%-49,03213F-HRTimeline
SIGNATUREFD, LLC48,040$7.34M0.11%+1,41113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/47,991$7.33M0.01%+3,58013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …47,971$7.33M1.3%-46613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC47,699$7.29M0.16%+45413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC47,517$7.26M0.17%+37,87613F-HRTimeline
IEQ CAPITAL, LLC46,575$7.11M0.03%-7,69313F-HRTimeline
Y-Intercept (Hong Kong) Ltd46,436$7.09M0.13%new13F-HRTimeline
Curi Capital, LLC45,441$6.94M0.12%-20,87213F-HRTimeline
Steward Partners Investment Advisory, L…45,438$6.94M0.04%-8,82313F-HRTimeline
FACTORY MUTUAL INSURANCE CO45,066$6.88M0.08%+9,27013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding44,412$6.78M+4,748Timeline
World Investment Advisors44,219$6.75M0.11%-5,99513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding44,553$6.75M+2,986Timeline
Bleakley Financial Group, LLC44,137$6.74M0.11%-4,80613F-HRTimeline
TD Asset Management Inc44,021$6.72M0.01%+11,58613F-HRTimeline
Rathbones Group PLC43,818$6.69M0.03%-2,18813F-HR/ATimeline
Private Advisor Group, LLC43,765$6.69M0.03%+2,68713F-HRTimeline
Monte Financial Group, LLC43,398$6.63M2.35%-62513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP43,105$6.58M0.06%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC42,951$6.56M0.04%+1,31613F-HRTimeline
Catalyst Capital Advisors LLC42,817$6.54M0.12%-4,82513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/42,531$6.5M<0.01%+36,71613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC41,816$6.39M0.05%+4,79413F-HRTimelineGroup
DAVENPORT & Co LLC41,281$6.31M0.03%+3,91713F-HRTimeline
Perennial Advisors, LLC40,888$6.25M1.06%-1,45613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40,680$6.21M0.03%+21,24613F-HRTimelineGroup
HAMEL ASSOCIATES, INC.40,555$6.19M1.77%-3013F-HRTimeline
Henry James International Management In…40,396$6.17M2.23%-3,20013F-HRTimeline
First Pacific Financial39,922$6.1M0.79%-15013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC39,708$6.07M0.59%-10713F-HRTimeline
Campbell & CO Investment Adviser LLC39,646$6.06M0.34%+15,02713F-HRTimeline
Patriot Financial Group Insurance Agenc…39,496$6.03M0.34%+20,81813F-HRTimeline
Caprock Group, LLC39,296$6M0.15%+1,54913F-HRTimeline
WCG Wealth Advisors LLC38,960$5.95M0.17%+1,25513F-HRTimeline
Naviter Wealth, LLC38,815$5.93M0.74%+1,15713F-HRTimeline
Advisory Services Network, LLC38,689$5.91M0.08%+6,79613F-HRTimeline
CHOREO, LLC38,611$5.9M0.07%+5,38813F-HRTimeline
MAI Capital Management38,371$5.86M0.03%+18613F-HRTimeline
Argent Trust Co38,288$5.85M0.2%-2,04513F-HRTimeline
Hayek Kallen Investment Management38,070$5.82M1.89%new13F-HRTimeline
Euro Pacific Asset Management, LLC41,588$5.75M0.57%-64313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …37,202$5.68M<0.01%-24,21613F-HRTimelineGroup
EP Wealth Advisors, LLC37,111$5.67M0.03%+20,13413F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.37,000$5.65M0.97%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36,665$5.6M0.15%-1,19313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management36,565$5.59M0.19%-2,41813F-HRTimelineGroup
Arkadios Wealth Advisors36,200$5.53M0.09%+1,35713F-HRTimeline
RHUMBLINE ADVISERS36,106$5.52M<0.01%-3413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC35,432$5.41M<0.01%-15,60013F-HRTimeline
DEARBORN PARTNERS LLC35,208$5.38M0.29%-1713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC35,153$5.37M0.08%+20,49213F-HRTimelineGroup
Transmarket Holdings LP35,075$5.36M2.86%+32,84713F-HRTimeline
Farther Finance Advisors, LLC34,514$5.35M0.05%+13613F-HRTimeline
Quartz Partners, LLC34,994$5.35M2.07%-38813F-HRTimeline
Clearstead Advisors, LLC34,728$5.3M0.05%+15,59813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,678$5.3M0.02%-9,06113F-HRTimelineGroup
Greenfield Seitz Capital Management, LLC34,550$5.28M1.59%-32513F-HRTimeline
Timber Creek Capital Management LLC34,274$5.24M1.27%-27113F-HRTimeline
Merit Financial Group, LLC33,708$5.15M0.04%+1,20913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co33,570$5.13M0.11%013F-HRTimelineGroup
Providence Capital Advisors, LLC32,977$5.04M0.82%+89513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,801$5.01M0.16%+7813F-HRTimeline
Vise Technologies, Inc.36,277$5M0.1%013F-HRTimeline
WealthTrust Axiom LLC32,741$5M1.23%-14413F-HRTimeline
Chesley Taft & Associates LLC32,730$5M0.21%+25013F-HRTimeline
Crossmark Global Holdings, Inc.32,492$4.96M0.07%-2,99113F-HRTimeline
GREAT LAKES ADVISORS, LLC32,458$4.96M0.04%+1,29813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA32,671$4.91M0.15%-18,86013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK32,030$4.89M0.02%+9,42613F-HRTimelineGroup
Compound Planning, Inc.30,578$4.67M0.14%+3,54413F-HRTimeline
Choate Investment Advisors30,492$4.66M0.09%-65513F-HRTimeline
Cornerstone Wealth Group, LLC31,186$4.61M0.3%-2,06713F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC30,142$4.6M0.02%-2213F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA29,995$4.58M0.33%-2,29313F-HRTimeline
Moors & Cabot, Inc.29,981$4.58M0.2%+36913F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV29,882$4.56M0.46%-4,71113F-HRTimeline
South Shore Capital Advisors29,803$4.49M3.29%+25,23813F-HRTimeline
PRENTISS SMITH & CO INC29,124$4.45M2.58%-3013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…29,042$4.44M0.02%-29513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT28,892$4.41M0.18%-2,00613F-HRTimeline
Oxbow Advisors, LLC28,545$4.36M0.37%+3713F-HRTimeline
Haverford Trust Co28,382$4.34M0.04%013F-HRTimeline
Penobscot Investment Management Company…28,286$4.32M0.34%-3013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC28,283$4.32M0.24%-1,03713F-HRTimeline
MGO ONE SEVEN LLC28,149$4.3M0.09%-4,10513F-HRTimeline
Ballentine Partners, LLC28,079$4.29M0.06%+1,09813F-HRTimeline
Prospera Financial Services Inc28,041$4.29M0.07%+2,16213F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co27,862$4.26M0.01%-39013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.27,823$4.25M0.28%-36013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,528$4.2M<0.01%-2,40013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.27,486$4.2M0.44%-3,22513F-HRTimeline
CIBC Asset Management Inc27,556$4.17M0.01%+1,29213F-HRTimeline
Pegasus Asset Management, Inc.27,320$4.17M1.33%new13F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC27,201$4.15M0.26%-64213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp27,090$4.14M0.08%-1,15313F-HRTimelineGroup
CWA Asset Management Group, LLC27,044$4.13M0.14%-16913F-HRTimeline
Arjuna Capital27,009$4.13M1.05%+2,30413F-HRTimeline
EagleClaw Capital Managment, LLC26,836$4.1M0.57%-84613F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…26,795$4.09M2.32%-10013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,388$4.03M0.26%-44813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)26,275$4.01M1.28%-1313F-HRTimeline
Americana Partners, LLC26,190$4M0.1%+1,22613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,187$4M0.29%+5713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,574$3.97M0.03%+23,07113F-HRTimelineGroup
ALBERT D MASON INC25,727$3.93M2.54%+14013F-HRTimeline
Telos Capital Management, Inc.25,703$3.93M0.38%-59013F-HRTimeline
HRT FINANCIAL LP24,886$3.8M0.01%-132,77513F-HRTimeline
Diamond Hill Capital Management, LLC (I…24,822$3.79M0.02%013F-HRTimeline
apricus wealth, LLC24,423$3.73M1.82%-25013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP24,302$3.71M0.05%+2313F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC24,128$3.69M1.75%+31513F-HRTimeline
Aaron Wealth Advisors LLC24,095$3.68M0.21%+4,37613F-HRTimeline
AMG National Trust Bank24,066$3.68M0.08%+1,17613F-HRTimeline
Third View Private Wealth, LLC23,830$3.64M0.5%+1,44613F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC23,701$3.62M1.32%-37613F-HRTimeline
Advisors Asset Management, Inc.23,610$3.61M0.06%+2,82713F-HRTimeline
PATTEN & PATTEN INC/TN23,394$3.57M0.22%-30013F-HRTimeline
HALL LAURIE J TRUSTEE23,197$3.54M1.25%-92513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC22,962$3.51M0.44%new13F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC22,931$3.5M1.42%+58213F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP22,888$3.5M1.13%-84313F-HRTimeline
FCA CORP /TX22,851$3.49M0.99%+23913F-HRTimeline
Integrated Wealth Concepts LLC22,643$3.46M0.03%+12,43713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC22,574$3.45M0.18%+2,06913F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC22,362$3.42M1.55%-45313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,246$3.4M0.02%+2,26413F-HRTimelineGroup
FOSTER & MOTLEY INC22,113$3.38M0.17%+5813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …21,970$3.36M0.44%-78413F-HRTimeline
Kathmere Capital Management, LLC21,586$3.3M0.2%+1,66113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…21,341$3.26M0.47%+17,47013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC21,135$3.23M0.53%+27613F-HRTimelineGroup
Old Port Advisors21,101$3.22M0.74%+10913F-HRTimeline
Summit Trail Advisors, LLC20,845$3.18M0.05%+16,95713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,754$3.17M0.02%-48313F-HRTimelineGroup
Perigon Wealth Management, LLC20,665$3.16M0.06%+16513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,582$3.14M0.06%-18,36913F-HRTimelineGroup
Cascade Investment Advisors, Inc.20,510$3.13M1.85%-54513F-HRTimeline
BEACON FINANCIAL GROUP20,498$3.13M0.31%+24513F-HRTimeline
Coastline Trust Co20,341$3.11M0.31%-7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Snowden Capital Advisors LLC20,107$3.07M0.08%+7,75113F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC20,019$3.06M0.61%+1,78213F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…20,000$3.06M0.67%new13F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC19,934$3.04M0.04%-2,78013F-HRTimeline
EQUITABLE TRUST CO19,608$3M0.14%+17,41713F-HRTimeline
FAIRFIELD, BUSH & CO.19,344$2.95M1.64%-2,26913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19,091$2.92M0.28%+13513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,910$2.89M0.04%+5,58613F-HRTimeline
Beutel, Goodman & Co Ltd.18,824$2.88M0.02%+16913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC18,704$2.86M<0.01%+2513F-HRTimelineGroup
Abacus Wealth Partners, LLC18,370$2.81M0.26%+27613F-HRTimeline
HB Wealth Management, LLC18,312$2.8M0.02%+95013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,147$2.77M+140Timeline
Abbot Financial Management, Inc.17,906$2.74M1.16%-25113F-HRTimeline
INDEPENDENT INVESTORS INC17,900$2.73M0.54%013F-HRTimeline
Lester Murray Antman dba SimplyRich17,763$2.71M0.69%-713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT17,635$2.69M0.04%-45113F-HR/ATimeline
BENEDICT FINANCIAL ADVISORS INC17,366$2.65M0.55%-11213F-HRTimeline
EVERETT HARRIS & CO /CA/17,363$2.65M0.03%-2,00013F-HRTimeline
Checchi Capital Advisers, LLC17,348$2.65M0.18%-40913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,332$2.65M0.09%-88713F-HRTimelineGroup
Waverly Advisors, LLC17,301$2.64M0.02%+1,65413F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …17,247$2.63M0.17%-10013F-HRTimelineGroup
Smartleaf Asset Management LLC17,483$2.63M0.09%+1,16813F-HRTimeline
Patten Group, Inc.17,026$2.6M0.45%-10813F-HRTimeline
Marshall Financial Group, LLC16,986$2.59M0.42%+12713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,970$2.59M0.81%-24913F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,889$2.58M0.13%+10613F-HRTimeline
Northside Capital Management, LLC16,884$2.58M0.23%-12,65913F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,871$2.58M0.31%013F-HRTimeline
Optimist Retirement Group LLC16,798$2.57M1.13%-2,18113F-HRTimeline
Abundance Wealth Counselors16,796$2.57M0.37%-13113F-HRTimeline
Dynamic Advisor Solutions LLC16,614$2.54M0.08%+5913F-HRTimeline
Strategic Global Advisors, LLC16,592$2.53M0.41%+1,71913F-HRTimeline
IAM Advisory, LLC16,567$2.53M0.57%+36613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.16,540$2.53M0.17%-83813F-HRTimelineGroup
Venturi Wealth Management, LLC16,503$2.52M0.11%+1,42513F-HRTimeline
Dorsey & Whitney Trust CO LLC16,432$2.51M0.14%+9613F-HRTimeline
Palisade Asset Management, LLC16,409$2.51M0.25%013F-HRTimeline
Parallel Advisors, LLC16,366$2.5M0.05%+3,74213F-HR/ATimeline
Dorsey Wright & Associates16,264$2.48M0.31%new13F-HRTimeline
Prime Capital Investment Advisors, LLC16,147$2.47M0.03%-68213F-HRTimeline
Empire Financial Management Company, LLC15,997$2.44M0.55%-48713F-HRTimeline
Aptus Capital Advisors, LLC15,944$2.44M0.02%+813F-HRTimeline
Ascent Wealth Partners, LLC15,898$2.43M0.28%+24213F-HRTimeline
Leo Wealth, LLC15,866$2.42M0.18%-56213F-HRTimeline
Ativo Capital Management LLC15,831$2.42M2.1%+3,18713F-HRTimeline
HEADINVEST, LLC15,725$2.4M0.49%-60713F-HRTimeline
Quadcap Wealth Management, LLC15,367$2.35M0.27%-88813F-HRTimeline
MAVERICK CAPITAL LTD15,247$2.33M0.03%+4,17413F-HRTimeline
Quantitative Investment Management, LLC15,083$2.3M0.24%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC14,986$2.29M1.62%013F-HRTimeline
Altman Advisors, Inc.14,971$2.29M0.95%-2,14113F-HRTimeline
Baker Ellis Asset Management LLC14,950$2.28M0.27%-30013F-HRTimeline