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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,499 managers (1,516 13F filers) reported a position in NVS shares at 2025-12-31, 133,260,942 shares in all. 130 filers opened a position and 68 filers sold out during the quarter.

Managers
1,499
13F filers
1,516
New
130
Added
496
Reduced
478
Sold out
68
Shares held by filers
133,260,942

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GREENLEAF TRUST14,424$1.99M0.02%+72813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV14,318$1.97M0.36%-1,83513F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,118$1.95M0.1%-23113F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…14,056$1.94M0.4%13F-HRTimeline
Sepio Capital, LP14,027$1.93M0.11%+47613F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC14,020$1.93M0.15%-10013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co13,925$1.92M0.41%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,767$1.9M0.1%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding13,733$1.89M+204Timeline
KAHN BROTHERS GROUP INC13,678$1.89M0.33%-64813F-HRTimeline
DENALI ADVISORS LLC13,598$1.87M0.21%+3913F-HRTimeline
Sivia Capital Partners, LLC13,595$1.87M0.38%+6,17513F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV13,549$1.87M1.04%13F-HRTimeline
Wilmington Savings Fund Society, FSB13,520$1.86M0.04%-1,00713F-HRTimeline
Sterling Capital Management LLC13,492$1.86M0.03%-77213F-HRTimeline
AIMZ Investment Advisors, LLC13,328$1.84M0.53%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,324$1.84M0.02%-4,34713F-HRTimeline
Solutions 4 Wealth, Ltd13,214$1.82M2.75%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,144$1.81M0.09%-1,41813F-HRTimeline
Boit C F David12,800$1.81M0.78%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,120$1.81M0.06%-513F-HRTimelineGroup
HM PAYSON & CO13,060$1.8M0.03%-20213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,025$1.8M0.01%+1,48613F-HRTimeline
PARK NATIONAL CORP /OH/12,980$1.79M0.06%-52313F-HRTimeline
Compass Wealth Management LLC12,947$1.79M0.45%-25013F-HRTimeline
CSM Advisors, LLC12,847$1.77M0.05%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/12,773$1.76M0.47%-37013F-HRTimeline
West Family Investments, Inc.12,722$1.75M0.41%-19813F-HRTimeline
Ativo Capital Management LLC12,644$1.74M1.53%-80113F-HRTimeline
Arnhold LLC12,636$1.74M0.13%013F-HRTimeline
Parallel Advisors, LLC12,624$1.74M0.03%+14813F-HRTimeline
V-Square Quantitative Management LLC12,480$1.72M0.18%+45913F-HRTimeline
Carnegie Investment Counsel12,434$1.71M0.03%+20013F-HRTimeline
Abel Hall, LLC12,416$1.71M0.4%+7,52313F-HRTimeline
Snowden Capital Advisors LLC12,356$1.7M0.04%+13713F-HRTimeline
Plancorp, LLC12,288$1.69M0.05%013F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.12,284$1.69M0.45%-15013F-HRTimeline
Dynasty Wealth Management, LLC12,209$1.68M0.02%+57913F-HRTimeline
Kentucky Trust Co12,137$1.67M0.89%-10013F-HRTimeline
GAMMA Investing LLC12,103$1.67M0.08%+1,48613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,097$1.67M0.02%-1013F-HRTimelineGroup
Florida Trust Wealth Management Co12,073$1.66M0.05%+99213F-HRTimeline
Generali Investments CEE, investicni sp…12,000$1.65M0.12%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,999$1.65M0.1%-33513F-HRTimelineGroup
HF Advisory Group, LLC11,901$1.64M0.57%+97413F-HR/ATimeline
PCM Encore, LLC11,873$1.64M0.35%13F-HRTimeline
DELPHI MANAGEMENT INC /MA/11,723$1.62M1.57%-34113F-HRTimeline
Bridgewater Advisors Inc.11,119$1.61M0.1%+10513F-HRTimeline
Glass Wealth Management Co LLC11,685$1.61M0.66%-93013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC11,666$1.61M0.01%-56613F-HRTimelineGroup
Savvy Advisors, Inc.11,567$1.59M0.05%+1,50013F-HRTimeline
TRUST CO OF OKLAHOMA11,480$1.58M0.46%-33813F-HRTimeline
Advisory Resource Group11,456$1.58M0.28%+11413F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC11,394$1.57M0.02%-40313F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,325$1.56M1.01%013F-HRTimeline
Greenwich Wealth Management LLC11,312$1.56M0.07%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.11,313$1.56M<0.01%-62,76913F-HRTimeline
Frank, Rimerman Advisors LLC11,268$1.55M0.1%+1,81713F-HRTimeline
STOCK YARDS BANK & TRUST CO11,243$1.55M0.05%-12513F-HRTimeline
Williams Jones Wealth Management, LLC.11,108$1.53M0.02%+3013F-HRTimeline
MAVERICK CAPITAL LTD11,073$1.53M0.02%+2,85113F-HRTimeline
Value Partners Investments Inc.11,010$1.52M0.12%+1,75113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,017$1.52M0.02%-1,18213F-HRTimeline
SOMERVILLE KURT F10,978$1.51M0.26%-2,34513F-HRTimeline
Basecamp Wealth Advisors LLC10,959$1.51M0.32%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,920$1.51M0.03%-14313F-HRTimeline
INTRUST BANK NA10,910$1.5M0.12%+35113F-HRTimeline
Valeo Financial Advisors, LLC10,848$1.5M0.03%+89913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,767$1.48M0.08%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP10,765$1.48M0.01%-13913F-HRTimeline
AR ASSET MANAGEMENT INC10,750$1.48M0.3%013F-HRTimeline
CRUX WEALTH ADVISORS10,729$1.48M0.55%-4613F-HRTimeline
Drexel Morgan & Co.10,720$1.48M0.23%013F-HRTimeline
Integrated Quantitative Investments LLC10,599$1.46M0.31%-2813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,579$1.46M<0.01%+60713F-HRTimelineGroup
GeoWealth Management, LLC10,504$1.45M0.05%+14613F-HRTimeline
HighPoint Advisor Group LLC10,503$1.45M0.03%+64913F-HRTimeline
NorthCoast Asset Management LLC10,469$1.44M0.03%-150,67813F-HRTimeline
HOLDERNESS INVESTMENTS CO10,458$1.44M0.29%-10513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,452$1.44M0.03%+24613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,451$1.44M0.02%-34013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,450$1.44M0.04%+63013F-HRTimeline
Unique Wealth Strategies, LLC10,446$1.44M0.57%-7013F-HRTimeline
Diameter Capital Partners LP10,400$1.43M0.15%new13F-HRTimeline
Mayflower Financial Advisors, LLC10,370$1.43M0.17%+11813F-HRTimeline
FRG Family Wealth Advisors LLC10,218$1.41M0.22%+77813F-HRTimeline
Integrated Wealth Concepts LLC10,206$1.41M0.02%-7,70813F-HRTimeline
Foyston, Gordon & Payne Inc10,196$1.41M0.31%-38413F-HRTimeline
RWA WEALTH PARTNERS, LLC10,155$1.4M0.02%+19913F-HRTimeline
MATHER GROUP, LLC.10,120$1.4M0.01%-11413F-HRTimeline
Walsky Investment Management, Inc.10,102$1.39M1.42%13F-HRTimeline
Modern Wealth Management, LLC10,041$1.38M0.03%+16313F-HRTimeline
BOSTON FAMILY OFFICE LLC10,035$1.38M0.09%-2,60013F-HRTimeline
Osprey Private Wealth LLC10,000$1.38M0.4%+2,85013F-HRTimeline
OPAL CAPITAL LLC9,961$1.38M0.34%13F-HRTimeline
Agate Pass Investment Management, LLC9,950$1.37M0.51%-1,10013F-HRTimeline
NOVEM GROUP9,925$1.37M0.16%+16113F-HRTimeline
Ellevest, Inc.9,917$1.37M0.19%-11513F-HRTimeline
Fort Sheridan Advisors LLC9,905$1.37M0.17%+1,45913F-HRTimeline
Pine Valley Investments Ltd Liability Co9,863$1.36M0.07%-25013F-HRTimeline
FineMark National Bank & Trust9,844$1.36M0.04%-1,20013F-HRTimeline
Douglass Winthrop Advisors, LLC9,838$1.36M0.02%+20013F-HRTimeline
OLD NATIONAL BANCORP /IN/9,813$1.35M0.02%+73813F-HRTimeline
Smart Money Group LLC9,811$1.35M0.39%-15213F-HRTimeline
Venture Visionary Partners LLC9,803$1.35M0.04%-74713F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC9,800$1.35M0.26%+1,27513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,577$1.35M0.03%+6413F-HRTimeline
Nicholas Hoffman & Company, LLC.9,702$1.34M0.03%+2013F-HRTimeline
Qtron Investments LLC9,697$1.34M0.17%-1,87213F-HRTimeline
Welch Group, LLC9,656$1.33M0.05%+19013F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,655$1.33M0.61%+10813F-HRTimeline
AE Wealth Management LLC9,644$1.33M0.01%+61413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,641$1.33M0.06%-3,08513F-HRTimeline
SITTNER & NELSON, LLC8,466$1.32M0.47%+4913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,557$1.32M0.02%+1,62613F-HR/ATimeline
FLOW TRADERS U.S. LLC9,556$1.32M0.04%new13F-HRTimeline
PDS Planning, Inc9,525$1.31M0.09%+6613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,522$1.31M0.01%-9613F-HRTimelineGroup
Meriwether Wealth & Planning, LLC9,509$1.31M0.74%-31213F-HRTimeline
OpenArc Corporate Advisory, LLC9,488$1.31M0.02%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,441$1.3M0.04%-3613F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,425$1.3M0.06%+2413F-HRTimeline
SHELTON CAPITAL MANAGEMENT9,347$1.29M0.03%-3,74513F-HRTimeline
Mystic Asset Management, Inc.9,269$1.28M0.29%-30013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,227$1.27M0.1%-43613F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,224$1.27M0.01%-25,77613F-HRTimeline
LCNB CORP9,206$1.27M0.43%-2513F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,159$1.26M0.04%-44013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9,034$1.25M0.83%-3013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP8,140$1.24M0.1%+6,00013F-HRTimelineGroup
Cambridge Advisors Inc.8,975$1.24M0.24%013F-HRTimeline
Beaton Management Co. Inc.8,873$1.22M0.54%013F-HRTimeline
Valmark Advisers, Inc.8,802$1.21M0.01%+7713F-HRTimeline
Gladstone Institutional Advisory LLC8,799$1.21M0.05%+1,26613F-HRTimeline
Meridian Wealth Management, LLC8,797$1.21M0.04%+10913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,774$1.21M<0.01%-27813F-HRTimeline
Kensington Investment Counsel, LLC8,747$1.21M0.49%013F-HRTimeline
RD Lewis Holdings, Inc.7,991$1.2M1.02%013F-HRTimeline
EASTERN BANK8,654$1.19M0.02%+7813F-HRTimeline
Clarius Group, LLC8,652$1.19M0.07%013F-HRTimeline
SevenBridge Financial Group, LLC7,879$1.17M0.19%013F-HRTimeline
Belvedere Trading LLC8,516$1.17M0.22%+8,15313F-HRTimeline
Versant Capital Management, Inc8,514$1.17M0.15%+82813F-HRTimeline
YANKCOM Partnership8,499$1.17M0.5%+9013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,441$1.16M<0.01%-26913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…8,376$1.15M0.02%-1,60613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,370$1.15M0.33%013F-HRTimeline
Simmons Bankin group Simmons Bank8,313$1.15M0.08%-40013F-HRTimelineGroup
Independence Bank of Kentucky8,235$1.14M0.14%+7813F-HRTimeline
New Hampshire Trust8,222$1.13M0.22%-1,96613F-HRTimeline
CHICAGO TRUST Co NA8,214$1.13M0.18%-36613F-HRTimeline
Keel Point, LLC8,081$1.11M0.07%+213F-HRTimeline
Belpointe Asset Management LLC8,064$1.11M0.04%+1,82613F-HRTimeline
Fortis Capital Advisors, LLC8,064$1.11M0.16%+1,82613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…8,042$1.11M0.01%+1,49813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,000$1.1M<0.01%+3,29413F-HRTimelineGroup
Kingsview Wealth Management, LLC7,981$1.1M0.02%+33613F-HRTimeline
Minot DeBlois Advisors LLC7,965$1.1M0.99%-39813F-HRTimeline
Keystone Financial Services7,908$1.09M0.33%-14313F-HRTimeline
Five Oceans Advisors7,908$1.09M0.39%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,889$1.09M0.04%-73113F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,889$1.09M0.15%+513F-HRTimeline
Jacobi Capital Management LLC7,859$1.08M0.06%-2413F-HRTimeline
Independent Advisor Alliance7,846$1.08M0.03%+2,46313F-HRTimeline
OneDigital Investment Advisors LLC7,840$1.08M0.01%+76013F-HRTimeline
Avidian Wealth Enterprises, LLC7,812$1.08M0.04%-11513F-HRTimeline
Harbour Trust & Investment Management Co7,719$1.06M0.11%-34413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,976$1.06M0.01%+42513F-HRTimeline
MONTAG A & ASSOCIATES INC7,646$1.05M0.05%-413F-HRTimeline
Wedmont Private Capital7,416$1.05M0.04%+94913F-HRTimeline
Ruggaard & Associates LLC7,635$1.05M0.41%+23613F-HRTimeline
SAGE RHINO CAPITAL LLC7,620$1.05M0.2%-39913F-HRTimeline
May Hill Capital, LLC7,615$1.05M0.28%+11013F-HR/ATimeline
Portside Wealth Group, LLC7,606$1.05M0.14%+1,47613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC7,574$1.04M0.47%-34913F-HRTimeline
Covenant Partners, LLC7,542$1.04M0.3%013F-HRTimeline
Kennon-Green & Company, LLC7,507$1.03M0.82%-33913F-HRTimeline
Verition Fund Management LLC7,506$1.03M0.01%new13F-HRTimeline
Beverly Hills Private Wealth, LLC7,461$1.03M0.18%-68013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.7,397$1.02M0.02%+1,48113F-HRTimeline
Applied Finance Capital Management, LLC7,352$1.01M0.07%-21113F-HRTimeline
Aprio Wealth Management, LLC7,301$1.01M0.06%+2,50913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,286$1M0.03%-7013F-HRTimelineGroup
Sowell Financial Services LLC7,216$995K0.04%+64513F-HRTimeline
Arax Advisory Partners7,213$994K0.03%-71613F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,203$993K0.75%-13313F-HRTimeline
RATIONAL ADVISORS, INC.7,186$991K0.1%+3,08013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,179$990K-905Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,166$988K<0.01%+2,43913F-HRTimelineGroup
St. Clair Advisors, LLC7,092$978K0.25%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,022$968K0.04%-21913F-HRTimelineGroup
CENTRAL TRUST Co6,990$964K0.02%-26013F-HRTimeline
LEE DANNER & BASS INC6,959$959K0.07%013F-HRTimeline
Goldstone Financial Group, LLC6,879$948K0.11%+24213F-HRTimeline
Kimelman & Baird, LLC6,850$944K0.07%013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,843$943K0.11%-20013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,835$942K0.21%-4013F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC6,832$942K0.39%+39913F-HRTimeline
Farringdon Capital, Ltd.6,791$936K0.23%new13F-HRTimeline
StrongBox Wealth, LLC6,789$936K0.31%+85013F-HRTimeline