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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
MARCO INVESTMENT MANAGEMENT LLC14,595$1.42M0.12%-30013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.14,489$1.41M0.26%-15813F-HRTimeline
First Horizon Advisors, Inc.14,445$1.41M0.04%+5613F-HRTimeline
Schechter Investment Advisors, LLC14,426$1.4M0.11%-1,81713F-HRTimeline
Parallel Advisors, LLC14,417$1.4M0.03%+49613F-HRTimeline
DELPHI MANAGEMENT INC /MA/14,309$1.39M1.35%+1,12813F-HRTimeline
OLD NATIONAL BANCORP /IN/14,257$1.39M0.03%+22013F-HRTimeline
ROBERTS GLORE & CO INC /IL/14,139$1.38M0.41%-19513F-HRTimeline
Aaron Wealth Advisors LLC14,117$1.37M0.16%+98613F-HRTimeline
FineMark National Bank & Trust13,875$1.35M0.05%-93013F-HRTimeline
Solutions 4 Wealth, Ltd13,817$1.34M2.43%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,738$1.34M0.07%-1,07813F-HRTimeline
Legacy Financial Advisors, Inc.13,721$1.34M0.22%+2,63513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,701$1.33M0.29%new13F-HRTimeline
Sepio Capital, LP13,668$1.33M0.11%-1913F-HRTimeline
AIMZ Investment Advisors, LLC13,288$1.29M0.45%-10013F-HRTimeline
ALBERT D MASON INC13,254$1.29M0.86%-22313F-HRTimeline
Arjuna Capital13,106$1.28M0.34%-19813F-HRTimeline
Snowden Capital Advisors LLC13,099$1.27M0.04%-73313F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.13,068$1.27M0.39%-25013F-HRTimeline
Semmax Financial Advisors Inc.11,739$1.26M0.34%+65513F-HRTimeline
Kathmere Capital Management, LLC12,954$1.26M0.11%-4,81613F-HRTimeline
BOSTON FAMILY OFFICE LLC12,935$1.26M0.09%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,884$1.25M0.07%+10013F-HR/ATimeline
Abundance Wealth Counselors12,841$1.25M0.27%+8913F-HRTimeline
Strategic Global Advisors, LLC12,811$1.25M0.23%+92013F-HRTimeline
Quadcap Wealth Management, LLC12,801$1.25M0.18%-1,18313F-HRTimeline
Boit C F David12,800$1.25M0.51%013F-HRTimeline
STOCK YARDS BANK & TRUST CO12,682$1.23M0.04%-6,60513F-HRTimeline
Arnhold LLC12,636$1.23M0.12%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC12,601$1.23M0.31%+1,91813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC12,580$1.22M0.03%+13413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC12,568$1.22M0.01%-1,70613F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC12,547$1.22M0.02%+40313F-HRTimeline
SYNOVUS FINANCIAL CORP12,453$1.21M0.02%-6,70413F-HRTimeline
Glass Wealth Management Co LLC12,460$1.21M0.66%013F-HRTimeline
Greenwich Wealth Management LLC12,378$1.21M0.08%+65313F-HRTimeline
Sandy Spring Bank12,274$1.19M0.05%-68413F-HRTimeline
Farther Finance Advisors, LLC12,239$1.19M0.04%-96113F-HRTimeline
Kentucky Trust Co12,237$1.19M0.7%13F-HRTimeline
Ativo Capital Management LLC12,192$1.19M1.18%-27913F-HRTimeline
Patriot Financial Group Insurance Agenc…12,131$1.18M0.16%+1,38913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,832$1.17M+944Timeline
Aberdeen Wealth Management LLC12,030$1.17M0.8%-70013F-HRTimeline
EP Wealth Advisors, LLC12,000$1.17M0.01%-1,63013F-HRTimeline
Generali Investments CEE, investicni sp…12,000$1.17M0.12%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,905$1.16M0.02%+13013F-HRTimelineGroup
TRUST CO OF OKLAHOMA11,898$1.16M0.37%+17713F-HRTimeline
Leo Wealth, LLC11,873$1.16M0.1%-2,06613F-HRTimeline
IEQ CAPITAL, LLC11,873$1.16M0.01%-1,37513F-HRTimeline
Sterling Capital Management LLC11,852$1.15M0.02%-1,35813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,845$1.15M0.03%+92613F-HRTimelineGroup
Florida Trust Wealth Management Co11,840$1.15M0.04%-40513F-HRTimeline
Carnegie Investment Counsel11,669$1.14M0.03%-20013F-HRTimeline
Venturi Wealth Management, LLC11,631$1.13M0.06%+5,98313F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC11,589$1.13M0.79%+1,08013F-HR/ATimeline
Bridgewater Advisors Inc.11,333$1.13M0.12%-9013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,570$1.13M0.03%+21513F-HRTimeline
Advisory Resource Group11,408$1.11M0.24%-96413F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,400$1.11M0.75%-25013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,382$1.11M0.01%+1113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,381$1.11M0.07%+9713F-HRTimelineGroup
Baker Ellis Asset Management LLC11,327$1.1M0.16%-55713F-HRTimeline
Callan Capital, LLC11,319$1.1M0.08%-95013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,295$1.1M0.44%+1,89613F-HRTimeline
Avior Wealth Management, LLC11,259$1.1M0.04%-1013F-HRTimeline
V-Square Quantitative Management LLC11,173$1.09M0.15%+2,53813F-HRTimeline
China Universal Asset Management Co., L…11,220$1.09M0.1%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,197$1.09M0.02%+11,09513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,129$1.08M<0.01%-5,47613F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …11,052$1.08M<0.01%-888,86813F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO11,006$1.07M0.24%+39213F-HRTimeline
Foyston, Gordon & Payne Inc10,984$1.07M0.28%+13313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,972$1.07M+89Timeline
Venture Visionary Partners LLC10,936$1.06M0.05%+2613F-HR/ATimeline
Williams Jones Wealth Management, LLC.10,933$1.06M0.01%-20013F-HRTimeline
INTRUST BANK NA10,913$1.06M0.11%+26513F-HRTimeline
DAVIDSON TRUST CO10,908$1.06M0.55%+70713F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…10,837$1.05M0.73%-2,52713F-HRTimelineGroup
Merit Financial Group, LLC10,791$1.05M0.02%+1,01013F-HRTimeline
AR ASSET MANAGEMENT INC10,750$1.05M0.24%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,691$1.04M0.02%-61613F-HRTimeline
Qtron Investments LLC10,645$1.04M0.15%-94013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,554$1.03M0.06%-10113F-HRTimeline
CX Institutional10,539$1.03M0.04%-14013F-HRTimeline
XML Financial, LLC10,455$1.02M0.09%+65613F-HRTimeline
Unique Wealth Strategies, LLC10,407$1.01M0.44%-35113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,388$1.01M0.07%-4513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,379$1.01M0.08%-20,14013F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP10,375$1.01M<0.01%-6713F-HRTimeline
SG Americas Securities, LLC10,348$1.01M<0.01%-10,94813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC10,287$1M0.04%-41313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,275$1M0.05%+6,56113F-HRTimelineGroup
Waverly Advisors, LLC10,243$997K0.02%+2,25613F-HRTimeline
OMERS ADMINISTRATION Corp10,200$993K0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC10,185$991K0.91%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,184$991K<0.01%-1,19013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO10,161$989K0.06%+86613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,158$988K0.03%-28013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC10,144$987K0.01%+55813F-HRTimeline
Smartleaf Asset Management LLC10,117$985K0.1%+4,66313F-HRTimeline
Cambridge Advisors Inc.10,075$980K0.22%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,070$980K<0.01%+64513F-HRTimelineGroup
Court Place Advisors, LLC10,020$975K0.32%-1,55013F-HRTimeline
West Family Investments, Inc.10,009$974K0.34%+27013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…10,000$973K0.01%new13F-HRTimelineGroup
Mayflower Financial Advisors, LLC9,981$971K0.15%-28013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,966$970K0.06%-42913F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.9,958$969K0.04%-3113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Entropy Technologies, LP9,938$967K0.1%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,931$966K0.04%-4813F-HRTimelineGroup
FRG Family Wealth Advisors LLC9,925$966K0.18%013F-HRTimeline
Mystic Asset Management, Inc.9,819$955K0.26%013F-HRTimeline
Beverly Hills Private Wealth, LLC9,769$951K0.19%-89913F-HRTimeline
Drexel Morgan & Co.9,720$946K0.2%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…9,700$944K<0.01%-173,55613F-HRTimeline
GTS SECURITIES LLC9,650$939K0.05%+1,46013F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,645$939K0.03%-10213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,604$935K0.01%-77013F-HRTimelineGroup
HighPoint Advisor Group LLC8,671$933K0.05%-42313F-HRTimeline
LCNB CORP9,574$932K0.34%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,565$931K0.01%+16013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,510$925K<0.01%-39013F-HR/ATimeline
WealthPlan Investment Management, LLC9,494$924K0.09%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,477$922K0.03%-2513F-HRTimeline
Kensington Investment Counsel, LLC9,460$921K0.38%013F-HRTimeline
Welch Group, LLC9,458$921K0.04%-38413F-HRTimeline
Independence Bank of Kentucky9,382$913K0.14%+6,43813F-HRTimeline
Harbour Trust & Investment Management Co9,221$897K0.1%-4813F-HRTimeline
Simmons Bankin group Simmons Bank9,212$896K0.07%-7513F-HRTimelineGroup
Smart Money Group LLC9,144$890K0.31%+60613F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,152$889K0.16%-68513F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC9,072$883K0.03%+1,02713F-HRTimeline
HF Advisory Group, LLC9,045$880K0.4%+63613F-HRTimeline
Elser Financial Planning, Inc8,978$874K0.06%new13F-HRTimeline
Mutual Advisors, LLC8,889$870K0.03%+6213F-HRTimeline
SVB WEALTH LLC8,931$869K0.02%new13F-HRTimeline
Beaton Management Co. Inc.8,873$863K0.44%013F-HRTimeline
Financial Advocates Investment Manageme…8,823$859K0.05%-28013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,810$857K0.65%+2713F-HRTimeline
Valmark Advisers, Inc.8,806$857K0.01%+44713F-HRTimeline
HAMEL ASSOCIATES, INC.8,680$845K0.27%013F-HRTimeline
Bridgefront Capital, LLC8,655$842K0.28%new13F-HRTimeline
RFG Advisory, LLC8,617$839K0.02%-3,35013F-HRTimeline
First Affirmative Financial Network8,611$838K0.48%+89713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,570$834K0.27%013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,564$833K0.03%+6513F-HRTimeline
SITTNER & NELSON, LLC8,529$830K0.36%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,490$826K0.02%-32213F-HRTimelineGroup
Arkadios Wealth Advisors8,487$826K0.05%+2,33613F-HRTimeline
Bangor Savings Bank8,478$825K0.08%-2013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,439$821K-484Timeline
Connor, Clark & Lunn Investment Managem…8,433$821K<0.01%-182,88413F-HRTimeline
Meriwether Wealth & Planning, LLC8,432$821K0.58%13F-HRTimeline
Drucker Wealth 3.0, LLC8,425$820K0.19%-57813F-HR/ATimeline
RD Lewis Holdings, Inc.7,676$816K0.9%13F-HRTimeline
New Hampshire Trust8,374$815K0.17%-13713F-HRTimeline
YANKCOM Partnership8,261$804K0.43%13F-HRTimeline
Kennon-Green & Company, LLC8,191$797K0.69%-19713F-HRTimeline
Cable Hill Partners, LLC8,185$796K0.08%-3,74813F-HRTimeline
Broderick Brian C8,073$786K0.15%-3,96013F-HRTimeline
Fort Sheridan Advisors LLC8,023$781K0.11%013F-HRTimeline
PDS Planning, Inc7,990$778K0.07%-12213F-HRTimeline
TIAAgroup of 2 filers holding7,975$776K+669Timeline
Clarius Group, LLC7,931$772K0.05%+1,61213F-HRTimeline
MANGROVE PARTNERS IM, LLC7,923$771K0.09%new13F-HRTimeline
Federation des caisses Desjardins du Qu…7,881$767K<0.01%-62213F-HRTimeline
GROUP ONE TRADING LLC7,868$766K0.03%+77713F-HR/ATimeline
SAGE RHINO CAPITAL LLC7,847$764K0.17%-31913F-HRTimeline
LEE DANNER & BASS INC7,805$760K0.06%013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC7,800$759K0.01%013F-HRTimeline
Texas Bank & Trust Co7,798$759K0.31%13F-HRTimeline
Fulton Bank, N.A.7,777$757K0.03%+1,28113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,764$756K0.02%-18313F-HRTimeline
Global Retirement Partners, LLC7,713$751K0.02%+84913F-HRTimeline
JNBA Financial Advisors7,702$749K0.08%-2513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC7,645$744K0.03%-9,47413F-HRTimeline
MATHER GROUP, LLC.7,589$738K0.01%+5113F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,584$738K0.65%+40013F-HRTimeline
MONTAG A & ASSOCIATES INC7,575$737K0.03%013F-HRTimeline
Covenant Partners, LLC7,542$734K0.23%-6613F-HRTimeline
Henshaw Capital LLC7,536$733K0.03%-70713F-HRTimeline
Anchor Investment Management, LLC7,526$732K0.07%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,474$727K0.02%-36913F-HRTimeline
HARBOUR INVESTMENTS, INC.7,465$726K0.02%-2913F-HRTimeline
Freedom Investment Management, Inc.7,461$726K0.06%+34513F-HRTimeline
Avidian Wealth Enterprises, LLC7,459$726K0.03%-45413F-HRTimeline
Kingsview Wealth Management, LLC7,450$725K0.01%-22413F-HRTimeline
UMB Bank, n.a.7,419$722K0.01%-2,82313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Oxford Wealth Group, LLC7,407$721K0.47%+18413F-HRTimeline
Keystone Financial Services7,374$718K0.27%+23713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,891$713K0.01%-60513F-HRTimeline
ROMANO BROTHERS AND COMPANY7,312$712K0.09%013F-HRTimeline
MEANS INVESTMENT CO., INC.7,306$711K0.07%-20013F-HRTimeline
Ruggaard & Associates LLC7,286$709K0.31%-13513F-HRTimeline
Hartford Funds Management Co LLC7,245$705K0.06%+63313F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX7,082$704K0.17%-87413F-HRTimeline
Agate Pass Investment Management, LLC7,215$702K0.32%new13F-HRTimeline
Savvy Advisors, Inc.7,201$701K0.08%new13F-HRTimeline
Lantern Wealth Advisors, LLC7,200$701K0.45%013F-HRTimeline