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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
HB Wealth Management, LLC13,357$1.62M0.01%+2,06413F-HRTimeline
AIMZ Investment Advisors, LLC13,328$1.61M0.54%-2413F-HRTimeline
Compass Wealth Management LLC13,322$1.61M0.38%-87813F-HRTimeline
GREENLEAF TRUST13,314$1.61M0.01%-4,31013F-HRTimeline
Solutions 4 Wealth, Ltd13,215$1.6M2.67%013F-HRTimeline
Sepio Capital, LP13,195$1.6M0.11%+1613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,106$1.59M0.03%+5,06513F-HRTimeline
Onex Canada Asset Management Inc.13,075$1.58M0.19%-8,67513F-HRTimeline
Trexquant Investment LP13,023$1.58M0.02%new13F-HRTimeline
Venturi Wealth Management, LLC12,957$1.57M0.08%+1,08113F-HRTimeline
BOSTON FAMILY OFFICE LLC12,935$1.56M0.1%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,841$1.55M0.03%+2,26213F-HRTimeline
Boit C F David12,800$1.55M0.75%013F-HRTimeline
West Family Investments, Inc.12,766$1.54M0.4%+2,75713F-HRTimeline
First Horizon Advisors, Inc.12,677$1.53M0.04%-2,26213F-HRTimeline
Arnhold LLC12,636$1.53M0.14%013F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.12,634$1.53M0.46%-20013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,572$1.52M<0.01%-23,38013F-HRTimelineGroup
EP Wealth Advisors, LLC12,550$1.52M0.01%+1,19113F-HRTimeline
FineMark National Bank & Trust12,526$1.52M0.05%-1,13813F-HRTimeline
Snowden Capital Advisors LLC12,478$1.51M0.04%+1,03213F-HRTimeline
Glass Wealth Management Co LLC12,310$1.49M0.79%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12,307$1.49M0.04%-12813F-HRTimeline
Plancorp, LLC12,288$1.49M0.05%+3,71913F-HRTimeline
Carnegie Investment Counsel12,253$1.48M0.03%+58413F-HRTimeline
Kentucky Trust Co12,237$1.48M0.85%013F-HRTimeline
Calydon Capital12,228$1.48M0.15%+6,14813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,192$1.48M+458Timeline
DELPHI MANAGEMENT INC /MA/12,147$1.47M1.42%-1,15213F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC12,144$1.47M0.02%-40313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC12,135$1.47M0.02%+4,22813F-HRTimelineGroup
Parallel Advisors, LLC12,125$1.47M0.03%-70613F-HRTimeline
Beutel, Goodman & Co Ltd.12,110$1.47M0.01%-1,61013F-HRTimeline
Generali Investments CEE, investicni sp…12,000$1.45M0.12%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC11,954$1.45M0.01%-1,76113F-HRTimelineGroup
Arjuna Capital11,892$1.44M0.38%-55513F-HRTimeline
V-Square Quantitative Management LLC11,837$1.43M0.19%+18013F-HRTimeline
Graham Capital Management, L.P.11,796$1.43M0.04%-31,68313F-HRTimeline
LANARK FINANCIAL, INC.11,797$1.43M0.12%+17913F-HRTimeline
Qtron Investments LLC11,759$1.42M0.18%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,757$1.42M0.09%+1,87313F-HRTimelineGroup
TRUST CO OF OKLAHOMA11,711$1.42M0.45%-3813F-HRTimeline
STOCK YARDS BANK & TRUST CO11,641$1.41M0.05%-6513F-HRTimeline
Smartleaf Asset Management LLC11,637$1.4M0.12%+9913F-HRTimeline
HOLDERNESS INVESTMENTS CO11,527$1.39M0.3%+14513F-HRTimeline
Sterling Capital Management LLC11,504$1.39M0.02%+1,11113F-HR/ATimeline
GARLAND CAPITAL MANAGEMENT INC11,500$1.39M4.42%-27,00513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,487$1.39M0.02%-64013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC11,434$1.38M0.01%-23713F-HRTimeline
Florida Trust Wealth Management Co11,431$1.38M0.04%+53013F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,325$1.37M0.89%013F-HRTimeline
Greenwich Wealth Management LLC11,312$1.37M0.07%-8813F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,271$1.36M0.07%-1,21513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,179$1.35M0.03%-4613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC11,112$1.34M0.66%-85913F-HRTimeline
Engineers Gate Manager LP11,110$1.34M0.02%+1,35113F-HRTimeline
Semmax Financial Advisors Inc.11,480$1.34M0.35%-28113F-HRTimeline
Williams Jones Wealth Management, LLC.11,078$1.34M0.02%+14513F-HRTimeline
Agate Pass Investment Management, LLC11,050$1.34M0.55%013F-HRTimeline
Nicholas Hoffman & Company, LLC.11,033$1.34M0.03%+6713F-HRTimeline
Venture Visionary Partners LLC10,914$1.32M0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,855$1.31M0.03%+10413F-HRTimelineGroup
Advisory Resource Group10,822$1.31M0.25%+15013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,767$1.3M0.08%+31313F-HRTimeline
AR ASSET MANAGEMENT INC10,750$1.3M0.29%013F-HRTimeline
CWA Asset Management Group, LLC10,748$1.3M0.05%-26,89813F-HRTimeline
J.W. COLE ADVISORS, INC.10,744$1.3M0.03%+39513F-HRTimeline
Foyston, Gordon & Payne Inc10,732$1.3M0.3%-14013F-HRTimeline
Bridgewater Advisors Inc.11,076$1.3M0.1%+6713F-HRTimeline
Drexel Morgan & Co.10,720$1.3M0.23%+1,00013F-HRTimeline
BAILARD, INC.10,703$1.3M0.03%+58013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,663$1.29M0.03%+4,86813F-HRTimelineGroup
INTRUST BANK NA10,567$1.28M0.11%-7013F-HRTimeline
Ellevest, Inc.10,545$1.28M0.2%-59213F-HRTimeline
Integrated Quantitative Investments LLC10,544$1.28M0.37%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC10,537$1.28M0.03%-2,30813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,494$1.27M0.02%+82713F-HRTimelineGroup
CX Institutional10,365$1.25M0.04%013F-HR/ATimeline
Unique Wealth Strategies, LLC10,361$1.25M0.53%+6913F-HRTimeline
SYNOVUS FINANCIAL CORP10,339$1.25M0.02%-1,23613F-HRTimeline
HF Advisory Group, LLC10,254$1.24M0.49%-70113F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,249$1.24M0.04%+46313F-HRTimeline
First Affirmative Financial Network10,164$1.23M0.63%+1,10613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,153$1.23M0.1%-24913F-HRTimeline
CRUX WEALTH ADVISORS10,146$1.23M0.52%+3,21813F-HRTimeline
Mayflower Financial Advisors, LLC10,143$1.23M0.17%+2213F-HRTimeline
Atria Wealth Solutions, Inc.10,113$1.23M0.03%-14,24513F-HRTimeline
Pine Valley Investments Ltd Liability Co10,113$1.22M0.07%-4,32413F-HRTimeline
Global Retirement Partners, LLC10,006$1.21M0.03%13F-HRTimeline
RWA WEALTH PARTNERS, LLC9,859$1.19M0.01%+7713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9,830$1.19M0.04%-7213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…9,700$1.17M<0.01%-88,65413F-HRTimeline
Clarius Group, LLC9,631$1.17M0.07%013F-HRTimeline
XML Financial, LLC9,629$1.17M0.1%-86613F-HRTimeline
Mystic Asset Management, Inc.9,619$1.16M0.28%013F-HRTimeline
NOVEM GROUP9,581$1.16M0.15%new13F-HRTimeline
Smart Money Group LLC9,561$1.16M0.36%+1,16713F-HRTimeline
EASTERN BANK9,554$1.16M0.02%-1,81813F-HRTimeline
Modern Wealth Management, LLC9,536$1.15M0.03%+1,78113F-HR/ATimeline
OLD NATIONAL BANCORP /IN/9,526$1.15M0.02%-91713F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,501$1.15M0.08%-1,08913F-HR/ATimelineGroup
Meriwether Wealth & Planning, LLC9,492$1.15M0.72%-23513F-HRTimeline
New Hampshire Trust9,483$1.15M0.24%+74913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,477$1.15M0.04%013F-HRTimeline
Welch Group, LLC9,466$1.15M0.05%+2013F-HRTimeline
FRG Family Wealth Advisors LLC9,440$1.14M0.2%013F-HRTimeline
Hutchinson Financial Advisors, INC9,422$1.14M1.28%13F-HR/ATimeline
WOLVERINE TRADING, LLC9,476$1.14M0.03%+1,52213F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,361$1.13M0.43%+95413F-HRTimeline
Savvy Advisors, Inc.9,328$1.13M0.08%+1,54713F-HRTimeline
LCNB CORP9,321$1.13M0.4%-7513F-HRTimeline
WealthPlan Investment Management, LLC9,314$1.13M0.08%-18013F-HRTimeline
HighPoint Advisor Group LLC9,280$1.12M0.06%+12313F-HRTimeline
Valeo Financial Advisors, LLC9,266$1.12M0.03%+74613F-HR/ATimeline
B. Riley Wealth Advisors, Inc.9,220$1.12M0.05%-13,23313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,213$1.11M0.05%+6,93213F-HRTimelineGroup
Independence Bank of Kentucky9,207$1.11M0.16%013F-HRTimeline
SevenBridge Financial Group, LLC9,261$1.1M0.19%-1,26713F-HRTimeline
Court Place Advisors, LLC9,120$1.1M0.35%013F-HRTimeline
Kensington Investment Counsel, LLC9,100$1.1M0.47%+913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,080$1.1M<0.01%+5513F-HRTimeline
PDS Planning, Inc9,069$1.1M0.08%+17213F-HRTimeline
YANKCOM Partnership9,004$1.09M0.53%+4413F-HRTimeline
Cambridge Advisors Inc.8,975$1.09M0.23%-70013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,958$1.08M0.77%+12613F-HRTimeline
Minot DeBlois Advisors LLC8,905$1.08M1.02%-99513F-HRTimeline
Beaton Management Co. Inc.8,873$1.07M0.52%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,841$1.07M0.01%+70413F-HRTimelineGroup
Valmark Advisers, Inc.8,813$1.07M0.01%+1913F-HRTimeline
Simmons Bankin group Simmons Bank8,729$1.06M0.08%-44513F-HRTimelineGroup
Simplicity Wealth,LLC8,586$1.04M0.04%+5,01613F-HRTimeline
Beverly Hills Private Wealth, LLC8,562$1.04M0.19%-12513F-HRTimeline
Meridian Wealth Management, LLC8,446$1.02M0.04%+4,07613F-HRTimeline
SITTNER & NELSON, LLC8,417$1.02M0.41%-11213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,405$1.02M0.05%-1,43513F-HRTimelineGroup
Value Partners Investments Inc.8,391$1.01M0.08%+1,29713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,370$1.01M0.31%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,292$1M0.04%-72613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,282$1M<0.01%-19213F-HRTimelineGroup
Harbour Trust & Investment Management Co8,163$988K0.11%013F-HRTimeline
SAGE RHINO CAPITAL LLC8,120$983K0.21%+9913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,110$981K0.02%+2,35113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,101$980K0.03%-22413F-HRTimelineGroup
GAMMA Investing LLC8,086$978K0.06%+1,56213F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,033$972K0.16%-80913F-HRTimeline
Fort Sheridan Advisors LLC8,027$971K0.14%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,015$970K+111Timeline
Kennon-Green & Company, LLC7,846$966K0.77%-27013F-HRTimeline
Sivia Capital Partners, LLC7,959$963K0.33%+2,58113F-HR/ATimeline
Five Oceans Advisors7,908$957K0.41%+56513F-HRTimeline
CHICAGO TRUST Co NA7,871$952K0.13%+2,87713F-HRTimeline
MATHER GROUP, LLC.7,811$945K0.01%-10013F-HRTimeline
Avidian Wealth Enterprises, LLC7,749$938K0.04%+9013F-HRTimeline
Keel Point, LLC7,746$937K0.06%+87213F-HRTimeline
Foundations Investment Advisors, LLC7,735$936K0.01%-27813F-HRTimeline
AlphaCore Capital LLC7,729$935K0.04%+3,02913F-HRTimeline
Versant Capital Management, Inc7,713$933K0.14%+20613F-HRTimeline
Hartford Funds Management Co LLC7,667$928K0.08%+26713F-HR/ATimeline
RD Lewis Holdings, Inc.7,991$926K0.94%+9013F-HRTimeline
Bangor Savings Bank7,578$917K0.08%+19713F-HRTimeline
MONTAG A & ASSOCIATES INC7,575$917K0.04%013F-HRTimeline
Keystone Financial Services7,569$916K0.31%+7713F-HRTimeline
Ashton Thomas Private Wealth, LLC7,565$915K0.03%+4,58813F-HRTimeline
Covenant Partners, LLC7,542$913K0.27%013F-HRTimeline
Applied Finance Capital Management, LLC7,503$908K0.06%-94313F-HRTimeline
Jacobi Capital Management LLC7,493$907K0.06%+40413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC7,425$898K0.19%+1,15013F-HRTimelineGroup
Kingsview Wealth Management, LLC7,422$898K0.02%+15013F-HRTimeline
Ruggaard & Associates LLC7,399$895K0.36%013F-HRTimeline
Point72 Hong Kong Ltd7,392$894K0.06%+3,55013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,382$893K0.73%+28113F-HRTimeline
CENTRAL TRUST Co7,329$887K0.02%013F-HRTimeline
LEE DANNER & BASS INC7,323$886K0.07%-32413F-HRTimeline
AE Wealth Management LLC7,289$882K0.01%+58013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,376$880K0.03%+4,33313F-HRTimelineGroup
Texas Bank & Trust Co7,203$872K0.35%-50413F-HRTimeline
MEANS INVESTMENT CO., INC.7,112$861K0.08%+4613F-HRTimeline
St. Clair Advisors, LLC7,092$858K0.22%013F-HRTimeline
JNBA Financial Advisors7,074$856K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC7,057$854K0.04%-513F-HRTimeline
ROMANO BROTHERS AND COMPANY7,043$852K0.11%+613F-HRTimeline
Net Worth Advisory Group7,013$849K0.19%+43113F-HRTimeline
Banco de Sabadell, S.A6,936$839K0.58%+3313F-HRTimeline
Anchor Investment Management, LLC6,926$838K0.07%-10013F-HRTimeline
Gilliland Jeter Wealth Management LLC6,880$833K0.27%-10113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,875$832K0.2%013F-HRTimeline
Kimelman & Baird, LLC6,850$829K0.07%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,803$823K0.35%+413F-HRTimeline
Douglass Winthrop Advisors, LLC6,781$821K0.01%013F-HRTimeline
Osprey Private Wealth LLC6,675$814K0.44%+10013F-HRTimeline
Henshaw Capital LLC6,724$814K0.03%013F-HRTimeline
Financial Engines Advisors L.L.C.6,701$811K<0.01%+3,01913F-HRTimeline
Peoples Bank/KS6,688$809K0.54%+15013F-HRTimeline
Sowell Financial Services LLC6,687$809K0.03%+20613F-HRTimeline
Wedmont Private Capital6,533$803K0.03%+3213F-HRTimeline
Lantz Financial LLC6,627$802K0.2%+1713F-HRTimeline
Marotta Asset Management6,623$801K0.16%-64713F-HRTimeline
Summit Trail Advisors, LLC6,557$793K0.01%+19713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,551$793K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC6,549$793K0.01%-26213F-HRTimeline