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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,392 managers (1,407 13F filers) reported a position in NVS shares at 2025-09-30, 133,997,434 shares in all. 104 filers opened a position and 73 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
104
Added
478
Reduced
480
Sold out
73
Shares held by filers
133,997,434

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ativo Capital Management LLC13,445$1.72M1.46%-28013F-HRTimeline
AIMZ Investment Advisors, LLC13,328$1.71M0.54%013F-HRTimeline
SOMERVILLE KURT F13,323$1.71M0.28%-1,00013F-HRTimeline
Leo Wealth, LLC13,280$1.7M0.22%-3,10013F-HRTimeline
HM PAYSON & CO13,262$1.7M0.02%+10,00013F-HRTimeline
Solutions 4 Wealth, Ltd13,214$1.69M2.63%-113F-HRTimeline
Compass Wealth Management LLC13,197$1.69M0.38%-12513F-HRTimeline
Strategic Global Advisors, LLC13,182$1.69M0.26%-1,06513F-HRTimeline
ROBERTS GLORE & CO INC /IL/13,143$1.69M0.46%-36513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,125$1.68M0.06%-99613F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT13,092$1.68M0.04%-11,79313F-HRTimeline
West Family Investments, Inc.12,920$1.66M0.37%+15413F-HRTimeline
Boit C F David12,800$1.64M0.74%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,726$1.63M0.11%-4,24313F-HRTimeline
Arnhold LLC12,636$1.62M0.14%013F-HRTimeline
Glass Wealth Management Co LLC12,615$1.62M0.72%+30513F-HRTimeline
BOSTON FAMILY OFFICE LLC12,635$1.61M0.1%-30013F-HRTimeline
GTS SECURITIES LLC12,512$1.6M0.06%+7,39013F-HRTimeline
Parallel Advisors, LLC12,476$1.6M0.03%+35113F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.12,434$1.59M0.44%-20013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.12,349$1.58M0.25%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,334$1.58M0.08%+57713F-HRTimelineGroup
Plancorp, LLC12,288$1.58M0.05%013F-HRTimeline
Kentucky Trust Co12,237$1.57M0.85%013F-HRTimeline
Carnegie Investment Counsel12,234$1.57M0.03%-1913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC12,232$1.57M0.01%+27813F-HRTimelineGroup
Snowden Capital Advisors LLC12,219$1.57M0.04%-25913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,199$1.56M0.02%-64213F-HRTimeline
BAILARD, INC.12,121$1.55M0.03%+1,41813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,107$1.55M0.02%+62013F-HRTimelineGroup
DELPHI MANAGEMENT INC /MA/12,064$1.55M1.44%-8313F-HRTimeline
V-Square Quantitative Management LLC12,021$1.54M0.26%+18413F-HRTimeline
Generali Investments CEE, investicni sp…12,000$1.54M0.12%013F-HRTimeline
TRUST CO OF OKLAHOMA11,818$1.52M0.45%+10713F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC11,797$1.51M0.02%-34713F-HRTimeline
Kiker Wealth Management, LLC11,749$1.51M0.76%new13F-HRTimeline
Global Retirement Partners, LLC11,698$1.5M0.03%+1,69213F-HRTimeline
Dynasty Wealth Management, LLC11,630$1.49M0.02%new13F-HRTimeline
Qtron Investments LLC11,569$1.48M0.18%-19013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC11,539$1.48M0.01%+10513F-HRTimeline
STOCK YARDS BANK & TRUST CO11,368$1.46M0.05%-27313F-HRTimeline
Advisory Resource Group11,342$1.45M0.26%+52013F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,325$1.45M0.94%013F-HRTimeline
Greenwich Wealth Management LLC11,312$1.45M0.07%013F-HRTimeline
Sigma Planning Corp11,168$1.43M0.04%+6,01113F-HRTimeline
Florida Trust Wealth Management Co11,081$1.42M0.04%-35013F-HRTimeline
Williams Jones Wealth Management, LLC.11,078$1.42M0.02%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,063$1.42M0.03%-11613F-HRTimeline
Agate Pass Investment Management, LLC11,050$1.42M0.54%013F-HRTimeline
FineMark National Bank & Trust11,044$1.42M0.05%-1,48213F-HRTimeline
First Affirmative Financial Network10,962$1.41M0.66%+79813F-HRTimeline
HF Advisory Group, LLC10,927$1.4M0.51%+67313F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP10,904$1.4M0.01%-3,20213F-HRTimeline
Bridgewater Advisors Inc.11,014$1.39M0.1%-6213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,848$1.39M0.02%+18513F-HRTimelineGroup
CWA Asset Management Group, LLC10,804$1.39M0.05%+5613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,791$1.38M0.02%-6413F-HRTimelineGroup
CRUX WEALTH ADVISORS10,775$1.38M0.55%+62913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,767$1.38M0.08%013F-HRTimeline
AR ASSET MANAGEMENT INC10,750$1.38M0.29%013F-HRTimeline
Drexel Morgan & Co.10,720$1.37M0.22%013F-HRTimeline
Integrated Quantitative Investments LLC10,627$1.36M0.39%+8313F-HRTimeline
GAMMA Investing LLC10,617$1.36M0.08%+2,53113F-HRTimeline
Foyston, Gordon & Payne Inc10,580$1.36M0.3%-15213F-HRTimeline
HOLDERNESS INVESTMENTS CO10,563$1.35M0.28%-96413F-HRTimeline
INTRUST BANK NA10,559$1.35M0.11%-813F-HRTimeline
Venture Visionary Partners LLC10,550$1.35M0.05%-36413F-HRTimeline
Unique Wealth Strategies, LLC10,516$1.35M0.53%+15513F-HRTimeline
J.W. COLE ADVISORS, INC.10,513$1.35M0.03%-23113F-HRTimeline
Graham Capital Management, L.P.10,455$1.34M0.05%-1,34113F-HRTimeline
GeoWealth Management, LLC10,358$1.33M0.05%+7,13713F-HRTimeline
Engineers Gate Manager LP10,354$1.33M0.02%-75613F-HRTimeline
CX Institutional10,296$1.32M0.04%-6913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC10,271$1.32M0.02%+3,85213F-HRTimelineGroup
Mayflower Financial Advisors, LLC10,252$1.31M0.17%+10913F-HRTimeline
MATHER GROUP, LLC.10,234$1.31M0.01%+2,42313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,206$1.31M0.03%+2,09613F-HRTimeline
New Hampshire Trust10,188$1.31M0.25%+70513F-HRTimeline
Pine Valley Investments Ltd Liability Co10,113$1.3M0.07%013F-HRTimeline
Savvy Advisors, Inc.10,067$1.29M0.06%+73913F-HRTimeline
Ellevest, Inc.10,032$1.29M0.18%-51313F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,982$1.28M0.03%+3,95713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,972$1.28M<0.01%-830,79913F-HRTimelineGroup
Smart Money Group LLC9,963$1.28M0.38%+40213F-HRTimeline
RWA WEALTH PARTNERS, LLC9,956$1.28M0.01%+9713F-HRTimeline
Valeo Financial Advisors, LLC9,949$1.28M0.03%+68313F-HRTimeline
Modern Wealth Management, LLC9,878$1.27M0.03%+34213F-HRTimeline
HighPoint Advisor Group LLC9,854$1.26M0.06%+57413F-HRTimeline
Meriwether Wealth & Planning, LLC9,821$1.26M0.73%+32913F-HRTimeline
Ashton Thomas Private Wealth, LLC9,820$1.26M0.03%+2,25513F-HRTimeline
NOVEM GROUP9,764$1.25M0.15%+18313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…9,700$1.24M<0.01%013F-HRTimeline
Nicholas Hoffman & Company, LLC.9,682$1.24M0.03%-1,35113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,663$1.24M0.09%-49013F-HRTimeline
Hutchinson Financial Advisors, INC9,656$1.24M1.22%+23413F-HRTimeline
Douglass Winthrop Advisors, LLC9,638$1.24M0.02%+2,85713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,618$1.23M0.01%-87613F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,599$1.23M0.04%-65013F-HRTimeline
Mystic Asset Management, Inc.9,569$1.23M0.28%-5013F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,547$1.22M0.43%+18613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,477$1.22M0.04%013F-HRTimeline
Welch Group, LLC9,466$1.21M0.05%013F-HRTimeline
PDS Planning, Inc9,459$1.21M0.08%+39013F-HRTimeline
Frank, Rimerman Advisors LLC9,451$1.21M0.08%+3,83013F-HRTimeline
FRG Family Wealth Advisors LLC9,440$1.21M0.19%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,401$1.21M0.06%-1,87013F-HRTimeline
WealthPlan Investment Management, LLC9,394$1.2M0.08%+8013F-HRTimeline
Vestmark Advisory Solutions, Inc.9,338$1.2M0.02%-4,29313F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,291$1.19M0.09%-21013F-HRTimelineGroup
Value Partners Investments Inc.9,259$1.19M0.1%+86813F-HRTimeline
LCNB CORP9,231$1.18M0.41%-9013F-HRTimeline
Court Place Advisors, LLC9,120$1.17M0.35%013F-HRTimeline
OLD NATIONAL BANCORP /IN/9,075$1.16M0.02%-45113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9,064$1.16M0.79%+10613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,052$1.16M<0.01%-2813F-HRTimeline
AE Wealth Management LLC9,030$1.16M0.01%+1,74113F-HRTimeline
Cambridge Advisors Inc.8,975$1.15M0.22%013F-HRTimeline
Beaton Management Co. Inc.8,873$1.14M0.52%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,841$1.13M<0.01%-18,69213F-HRTimelineGroup
Kensington Investment Counsel, LLC8,747$1.12M0.46%-35313F-HRTimeline
Valmark Advisers, Inc.8,725$1.12M0.01%-8813F-HRTimeline
Simmons Bankin group Simmons Bank8,713$1.12M0.07%-1613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,710$1.12M<0.01%+42813F-HRTimelineGroup
Meridian Wealth Management, LLC8,688$1.11M0.04%+24213F-HRTimeline
Clarius Group, LLC8,652$1.11M0.07%-97913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC8,620$1.11M0.04%-1,21013F-HRTimeline
CHICAGO TRUST Co NA8,580$1.1M0.15%+70913F-HRTimeline
EASTERN BANK8,576$1.1M0.02%-97813F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC8,525$1.09M0.19%+1,10013F-HRTimelineGroup
Fort Sheridan Advisors LLC8,446$1.08M0.14%+41913F-HRTimeline
SITTNER & NELSON, LLC8,417$1.08M0.39%013F-HRTimeline
YANKCOM Partnership8,409$1.08M0.49%-59513F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,370$1.07M0.31%013F-HRTimeline
Minot DeBlois Advisors LLC8,363$1.07M0.97%-54213F-HRTimeline
RD Lewis Holdings, Inc.7,991$1.06M0.99%013F-HRTimeline
MAVERICK CAPITAL LTD8,222$1.05M0.01%new13F-HRTimeline
Independence Bank of Kentucky8,157$1.05M0.13%-1,05013F-HRTimeline
Beverly Hills Private Wealth, LLC8,141$1.04M0.18%-42113F-HRTimeline
SevenBridge Financial Group, LLC7,879$1.04M0.17%-1,38213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,084$1.04M+69Timeline
Keel Point, LLC8,079$1.04M0.06%+33313F-HRTimeline
Harbour Trust & Investment Management Co8,063$1.03M0.11%-10013F-HRTimeline
Keystone Financial Services8,051$1.03M0.32%+48213F-HRTimeline
Guerra Advisors Inc8,033$1.03M0.38%+2,29113F-HRTimeline
SAGE RHINO CAPITAL LLC8,019$1.03M0.2%-10113F-HRTimeline
B. Riley Wealth Advisors, Inc.7,972$1.02M0.05%-1,24813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,931$1.02M0.02%+3,00213F-HRTimeline
Arax Advisory Partners7,929$1.02M0.01%+4,60213F-HRTimeline
Avidian Wealth Enterprises, LLC7,927$1.02M0.04%+17813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC7,923$1.02M0.48%-3,18913F-HRTimeline
Five Oceans Advisors7,908$1.01M0.37%013F-HRTimeline
Jacobi Capital Management LLC7,883$1.01M0.06%+39013F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,884$1.01M0.16%-14913F-HRTimeline
Kennon-Green & Company, LLC7,846$1.01M0.78%013F-HRTimeline
Versant Capital Management, Inc7,686$986K0.13%-2713F-HRTimeline
MONTAG A & ASSOCIATES INC7,650$981K0.05%+7513F-HRTimeline
Kingsview Wealth Management, LLC7,645$980K0.01%+22313F-HRTimeline
Applied Finance Capital Management, LLC7,563$970K0.07%+6013F-HRTimeline
Covenant Partners, LLC7,542$967K0.27%013F-HRTimeline
Gladstone Institutional Advisory LLC7,533$966K0.04%+47613F-HRTimeline
May Hill Capital, LLC7,505$962K0.28%+1,23113F-HRTimeline
Sivia Capital Partners, LLC7,420$952K0.27%-53913F-HRTimeline
Ruggaard & Associates LLC7,399$949K0.36%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,356$943K0.02%-74513F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC7,336$941K0.73%-4613F-HRTimeline
CENTRAL TRUST Co7,250$930K0.02%-7913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,241$929K0.04%-1,05113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,222$926K0.04%+1,23713F-HRTimeline
1832 Asset Management L.P.7,200$923K<0.01%+69813F-HRTimeline
Osprey Private Wealth LLC7,150$917K0.33%+47513F-HRTimeline
St. Clair Advisors, LLC7,092$909K0.24%013F-HRTimeline
OneDigital Investment Advisors LLC7,080$908K0.01%+53113F-HRTimeline
Summit Trail Advisors, LLC7,057$905K0.01%+50013F-HRTimeline
ROMANO BROTHERS AND COMPANY7,043$903K0.1%013F-HRTimeline
LEE DANNER & BASS INC6,959$892K0.06%-36413F-HRTimeline
Financial & Tax Architects, LLC6,955$892K0.2%+87713F-HRTimeline
Bangor Savings Bank6,901$885K0.07%-67713F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,875$882K0.2%013F-HRTimeline
Kimelman & Baird, LLC6,850$878K0.07%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC6,822$875K0.05%+85713F-HRTimeline
Lantz Financial LLC6,761$867K0.19%+13413F-HRTimeline
Gilliland Jeter Wealth Management LLC6,753$866K0.27%-12713F-HRTimeline
Marotta Asset Management6,572$866K0.16%-5113F-HRTimeline
Anchor Investment Management, LLC6,726$863K0.07%-20013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,551$862K0.01%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC6,724$862K0.19%+1,10313F-HRTimeline
Financial Engines Advisors L.L.C.6,692$858K<0.01%-913F-HRTimeline
BRIGHTON JONES LLC6,679$857K0.02%+67713F-HRTimeline
FIRST HORIZON CORP6,664$855K0.04%13F-HRTimeline
JNBA Financial Advisors6,657$854K0.08%-41713F-HRTimeline
Goldstone Financial Group, LLC6,637$851K0.1%+38613F-HRTimeline
Wedmont Private Capital6,467$851K0.03%-6613F-HRTimeline
Net Worth Advisory Group6,609$848K0.25%-40413F-HRTimeline
Texas Bank & Trust Co6,603$847K0.32%-60013F-HRTimeline
MEANS INVESTMENT CO., INC.6,587$845K0.07%-52513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC6,583$844K0.2%+30413F-HRTimeline
Sowell Financial Services LLC6,571$843K0.03%-11613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,544$839K0.01%+1,74713F-HRTimelineGroup
Southeast Asset Advisors, LLC6,491$832K0.09%+77113F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC6,433$825K0.35%+64613F-HRTimeline