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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
Ascent Group, LLCin group Ascent Group, LLC14,024$1.56M0.07%+7,17613F-HRTimelineGroup
STONEBRIDGE CAPITAL MANAGEMENT INC13,975$1.56M0.67%-65013F-HRTimeline
IEQ CAPITAL, LLC13,899$1.55M0.01%+2,02613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,860$1.55M0.08%+12213F-HRTimeline
PARK NATIONAL CORP /OH/13,845$1.54M0.06%-94313F-HRTimeline
Abundance Wealth Counselors13,728$1.53M0.32%+88713F-HRTimeline
Beutel, Goodman & Co Ltd.13,720$1.53M0.01%+11,04513F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,715$1.53M0.01%+1,14713F-HRTimelineGroup
FineMark National Bank & Trust13,664$1.52M0.06%-21113F-HRTimeline
Waverly Advisors, LLC13,605$1.52M0.02%+3,36213F-HRTimeline
Legacy Financial Advisors, Inc.13,509$1.51M0.25%-21213F-HRTimeline
AIMZ Investment Advisors, LLC13,352$1.49M0.52%+6413F-HRTimeline
DELPHI MANAGEMENT INC /MA/13,299$1.48M1.51%-1,01013F-HRTimeline
Solutions 4 Wealth, Ltd13,215$1.47M2.6%-60213F-HRTimeline
Sepio Capital, LP13,179$1.47M0.12%-48913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,121$1.46M0.11%-23,03313F-HRTimelineGroup
Schechter Investment Advisors, LLC13,071$1.46M0.12%-1,35513F-HRTimeline
BOSTON FAMILY OFFICE LLC12,935$1.44M0.1%013F-HRTimeline
IFG Advisory, LLC12,869$1.43M0.08%+10,43013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC12,845$1.43M0.03%-2,99513F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.12,834$1.43M0.46%-23413F-HR/ATimeline
Parallel Advisors, LLC12,831$1.43M0.03%-1,58613F-HRTimeline
Boit C F David12,800$1.43M0.72%013F-HRTimeline
Patriot Financial Group Insurance Agenc…12,786$1.43M0.19%+65513F-HRTimeline
Quantbot Technologies LP12,756$1.42M0.05%-62,11513F-HRTimeline
Quadcap Wealth Management, LLC12,704$1.42M0.21%-9713F-HRTimeline
Arnhold LLC12,636$1.41M0.14%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC12,547$1.4M0.02%013F-HRTimeline
Strategic Global Advisors, LLC12,515$1.4M0.28%-29613F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,486$1.39M0.08%-39813F-HRTimeline
Arjuna Capital12,447$1.39M0.38%-65913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12,435$1.39M0.04%-14513F-HRTimeline
Baker Ellis Asset Management LLC12,361$1.38M0.2%+1,03413F-HRTimeline
Glass Wealth Management Co LLC12,310$1.37M0.82%-15013F-HRTimeline
Kentucky Trust Co12,237$1.36M0.81%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,127$1.35M0.02%+22213F-HRTimelineGroup
Ativo Capital Management LLC12,100$1.35M1.15%-9213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,088$1.35M0.53%+79313F-HRTimeline
Aberdeen Wealth Management LLC12,030$1.34M0.93%013F-HRTimeline
Generali Investments CEE, investicni sp…12,000$1.34M0.12%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC11,971$1.33M0.69%+38213F-HRTimeline
Venturi Wealth Management, LLC11,876$1.32M0.07%+24513F-HRTimeline
Snowden Capital Advisors LLC11,446$1.32M0.04%-1,65313F-HRTimeline
Qtron Investments LLC11,759$1.31M0.2%+1,11413F-HRTimeline
TRUST CO OF OKLAHOMA11,749$1.31M0.45%-14913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,734$1.31M+762Timeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.11,722$1.31M0.01%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO11,706$1.3M0.05%-97613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC11,671$1.3M0.01%+1,52713F-HRTimeline
V-Square Quantitative Management LLC11,657$1.3M0.19%+48413F-HRTimeline
Smartleaf Asset Management LLC11,538$1.3M0.13%+1,42113F-HRTimeline
LANARK FINANCIAL, INC.11,618$1.29M0.11%+11,60813F-HRTimeline
Sandy Spring Bank11,593$1.29M0.05%-68113F-HRTimeline
SYNOVUS FINANCIAL CORP11,575$1.29M0.02%-87813F-HRTimeline
China Universal Asset Management Co., L…11,220$1.28M0.12%013F-HRTimeline
Semmax Financial Advisors Inc.11,761$1.28M0.35%+2213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,405$1.27M0.01%+2313F-HR/ATimelineGroup
Greenwich Wealth Management LLC11,400$1.27M0.1%-97813F-HRTimeline
HOLDERNESS INVESTMENTS CO11,382$1.27M0.3%+37613F-HRTimeline
EASTERN BANK11,372$1.27M0.02%-81,19413F-HRTimeline
EP Wealth Advisors, LLC11,359$1.27M0.01%-64113F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,325$1.26M0.84%-7513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,296$1.26M0.05%+1,36513F-HRTimelineGroup
HB Wealth Management, LLC11,293$1.26M0.01%+4,54913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,289$1.26M<0.01%+1,10513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP11,225$1.25M0.03%-34513F-HRTimeline
Bridgewater Advisors Inc.11,009$1.25M0.11%-32413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.11,177$1.25M0.02%new13F-HRTimeline
Ellevest, Inc.11,137$1.24M0.08%-4,83313F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP11,068$1.23M0.01%+69313F-HRTimeline
Agate Pass Investment Management, LLC11,050$1.23M0.53%+3,83513F-HRTimeline
Nicholas Hoffman & Company, LLC.10,966$1.22M0.05%+1,00813F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
HF Advisory Group, LLC10,955$1.22M0.53%+1,91013F-HRTimeline
Williams Jones Wealth Management, LLC.10,933$1.22M0.02%013F-HRTimeline
Venture Visionary Partners LLC10,914$1.22M0.05%-2213F-HRTimeline
Florida Trust Wealth Management Co10,901$1.22M0.04%-93913F-HRTimeline
Foyston, Gordon & Payne Inc10,872$1.21M0.3%-11213F-HRTimeline
Carnegie Investment Counsel11,669$1.2M0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,751$1.2M0.03%-1,09413F-HRTimelineGroup
AR ASSET MANAGEMENT INC10,750$1.2M0.27%013F-HRTimeline
Advisory Resource Group10,672$1.19M0.24%-73613F-HRTimeline
INTRUST BANK NA10,637$1.19M0.12%-27613F-HRTimeline
PITCAIRN COin group PITCAIRN CO10,590$1.18M0.07%+42913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,579$1.18M0.02%-11213F-HRTimeline
XML Financial, LLC10,495$1.17M0.11%+4013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,454$1.17M0.08%-10013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,443$1.16M0.03%-3,81413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,402$1.16M0.08%+1413F-HRTimeline
Sterling Capital Management LLC10,393$1.16M0.02%-1,45913F-HRTimeline
CX Institutional10,365$1.16M0.04%-17413F-HRTimeline
J.W. COLE ADVISORS, INC.10,349$1.15M0.04%+4,96913F-HRTimeline
Unique Wealth Strategies, LLC10,292$1.15M0.52%-11513F-HRTimeline
SevenBridge Financial Group, LLC10,528$1.15M0.23%-2,80513F-HRTimeline
BAILARD, INC.10,123$1.13M0.03%+4,16013F-HRTimeline
Mayflower Financial Advisors, LLC10,121$1.13M0.17%+14013F-HRTimeline
West Family Investments, Inc.10,009$1.12M0.42%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9,902$1.1M0.05%-38513F-HRTimeline
Minot DeBlois Advisors LLC9,900$1.1M1.1%-28513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,884$1.1M0.07%-1,49713F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,786$1.09M0.04%+14113F-HRTimeline
RWA WEALTH PARTNERS, LLC9,782$1.09M0.01%+21713F-HRTimeline
Engineers Gate Manager LP9,759$1.09M0.02%-20,15113F-HRTimeline
Meriwether Wealth & Planning, LLC9,727$1.08M0.71%+1,29513F-HRTimeline
Drexel Morgan & Co.9,720$1.08M0.23%013F-HRTimeline
Cambridge Advisors Inc.9,675$1.08M0.24%-40013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,667$1.08M0.02%+6313F-HRTimelineGroup
Clarius Group, LLC9,631$1.07M0.07%+1,70013F-HRTimeline
Mystic Asset Management, Inc.9,619$1.07M0.28%-20013F-HRTimeline
Welch Group, LLC9,446$1.06M0.05%-1213F-HRTimeline
WealthPlan Investment Management, LLC9,494$1.06M0.1%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,477$1.06M0.03%013F-HRTimeline
FRG Family Wealth Advisors LLC9,440$1.05M0.2%-48513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,840$1.05M0.04%-31813F-HRTimelineGroup
LCNB CORP9,396$1.05M0.39%-17813F-HRTimeline
HighPoint Advisor Group LLC9,157$1.04M0.06%+48613F-HRTimeline
Independence Bank of Kentucky9,207$1.03M0.16%-17513F-HRTimeline
Simmons Bankin group Simmons Bank9,174$1.02M0.08%-3813F-HRTimelineGroup
Bridgefront Capital, LLC9,153$1.02M0.29%+49813F-HRTimeline
Court Place Advisors, LLC9,120$1.02M0.34%-90013F-HRTimeline
Kensington Investment Counsel, LLC9,091$1.01M0.45%-36913F-HRTimeline
First Affirmative Financial Network9,058$1.01M0.62%+44713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,025$1.01M<0.01%-48513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,018$1.01M0.05%-94813F-HRTimelineGroup
YANKCOM Partnership8,960$999K0.55%+69913F-HRTimeline
Mutual Advisors, LLC8,903$998K0.03%+1413F-HRTimeline
PDS Planning, Inc8,897$992K0.08%+90713F-HRTimeline
Beaton Management Co. Inc.8,873$989K0.51%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,832$985K0.75%+2213F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,842$984K0.18%-31013F-HRTimeline
Valmark Advisers, Inc.8,794$980K0.01%-1213F-HRTimeline
New Hampshire Trust8,734$974K0.22%+36013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,711$971K0.01%+6,57613F-HR/ATimelineGroup
Beverly Hills Private Wealth, LLC8,687$968K0.19%-1,08213F-HRTimeline
Plancorp, LLC8,569$955K0.04%+3,75213F-HRTimeline
SITTNER & NELSON, LLC8,529$951K0.41%013F-HRTimeline
Valeo Financial Advisors, LLC8,520$950K0.03%+1,75513F-HRTimeline
TIAAgroup of 2 filers holding8,474$945K+499Timeline
Applied Finance Capital Management, LLC8,446$942K0.07%+2,14813F-HRTimeline
Vestmark Advisory Solutions, Inc.8,414$938K0.02%-15013F-HRTimeline
RETIREMENT GUYS FORMULA LLC8,407$937K0.47%new13F-HRTimeline
Smart Money Group LLC8,394$936K0.32%-75013F-HR/ATimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,370$933K0.3%-20013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,325$928K0.03%-16513F-HRTimelineGroup
Harbour Trust & Investment Management Co8,163$910K0.11%-1,05813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,137$907K0.01%+1,96513F-HRTimelineGroup
Kennon-Green & Company, LLC8,116$905K0.74%-7513F-HRTimeline
RD Lewis Holdings, Inc.7,901$903K1.02%+22513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,041$896K0.02%+27713F-HRTimeline
WOLVERINE TRADING, LLC7,954$895K0.03%-15,98213F-HRTimeline
Fort Sheridan Advisors LLC8,027$895K0.14%+413F-HRTimeline
SAGE RHINO CAPITAL LLC8,021$894K0.21%+17413F-HRTimeline
Foundations Investment Advisors, LLC8,013$893K0.02%-81,06113F-HRTimeline
Federation des caisses Desjardins du Qu…7,923$883K<0.01%+4213F-HRTimeline
MATHER GROUP, LLC.7,911$882K0.01%+32213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,907$881K0.02%+1,83313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,904$881K-535Timeline
NIXON PEABODY TRUST CO7,842$874K0.07%-34,65913F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,840$874K0.02%+36613F-HRTimeline
MONTAG A & ASSOCIATES INC7,575$874K0.04%013F-HRTimeline
Savvy Advisors, Inc.7,781$867K0.09%+58013F-HRTimeline
Modern Wealth Management, LLC7,755$864K0.03%new13F-HR/ATimeline
Texas Bank & Trust Co7,707$859K0.36%-9113F-HRTimeline
Avidian Wealth Enterprises, LLC7,659$854K0.04%+20013F-HRTimeline
LEE DANNER & BASS INC7,647$852K0.07%-15813F-HRTimeline
Covenant Partners, LLC7,542$841K0.27%013F-HRTimeline
Versant Capital Management, Inc7,507$837K0.14%+6,72213F-HRTimeline
Marotta Asset Management7,270$836K0.16%+26713F-HRTimeline
Keystone Financial Services7,492$835K0.32%+11813F-HRTimeline
SVB WEALTH LLC7,418$827K0.03%-1,51313F-HRTimeline
Hartford Funds Management Co LLC7,400$825K0.07%+15513F-HRTimeline
Ruggaard & Associates LLC7,399$825K0.36%+11313F-HRTimeline
Bangor Savings Bank7,381$823K0.08%-1,09713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,101$820K0.72%-48313F-HRTimeline
Five Oceans Advisors7,343$819K0.39%+2,08713F-HRTimeline
CENTRAL TRUST Co7,329$817K0.02%+25613F-HRTimeline
Kingsview Wealth Management, LLC7,272$811K0.02%-17813F-HRTimeline
Joel Isaacson & Co., LLC7,261$809K0.04%+2,58413F-HRTimeline
Value Partners Investments Inc.7,094$791K0.07%+2,40113F-HRTimeline
St. Clair Advisors, LLC7,092$791K0.22%013F-HRTimeline
Jacobi Capital Management LLC7,089$790K0.06%+31013F-HRTimeline
JNBA Financial Advisors7,074$789K0.08%-62813F-HRTimeline
MEANS INVESTMENT CO., INC.7,066$788K0.08%-24013F-HRTimeline
Gladstone Institutional Advisory LLC7,062$787K0.04%+8513F-HRTimeline
ROMANO BROTHERS AND COMPANY7,037$784K0.1%-27513F-HRTimeline
Brooklyn Investment Group7,026$783K0.17%+6,46313F-HRTimeline
Anchor Investment Management, LLC7,026$783K0.07%-50013F-HRTimeline
Gilliland Jeter Wealth Management LLC6,981$778K0.28%+36213F-HRTimeline
Drucker Wealth 3.0, LLC6,954$775K0.17%-1,47113F-HRTimeline
CRUX WEALTH ADVISORS6,928$772K0.4%+2,79613F-HRTimeline
Banco de Sabadell, S.A6,903$772K0.59%+5113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,875$766K0.21%-20713F-HRTimeline
Keel Point, LLC6,874$766K0.06%+18313F-HRTimeline
Kimelman & Baird, LLC6,850$764K0.06%013F-HRTimeline
Blue Trust, Inc.6,839$762K0.01%-24713F-HRTimeline
Mezzasalma Advisors, LLC6,817$760K0.26%-8413F-HRTimeline
OneDigital Investment Advisors LLC6,811$759K0.01%-16113F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,799$758K0.35%-3113F-HRTimeline
Douglass Winthrop Advisors, LLC6,781$756K0.01%-7013F-HRTimeline
Henshaw Capital LLC6,724$750K0.03%-81213F-HRTimeline
American Trust Investment Advisors, LLC6,715$749K0.31%+74013F-HRTimeline