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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,605 managers (1,626 13F filers) reported a position in NVS shares at 2026-06-30, 135,698,664 shares in all. 112 filers opened a position and 90 filers sold out during the quarter.

Managers
1,605
13F filers
1,626
New
112
Added
527
Reduced
581
Sold out
90
Shares held by filers
135,698,664

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Financial Engines Advisors L.L.C.6,697$1.05M<0.01%-7513F-HRTimeline
FIRST HORIZON CORP6,664$1.04M0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,628$1.04M0.01%+1413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,599$1.03M0.01%-3,20013F-HRTimeline
UMB Bank, n.a.6,571$1.03M0.01%-9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sowell Financial Services LLC6,566$1.03M0.03%-78713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,564$1.03M0.01%+20213F-HRTimeline
Curbstone Financial Management Corp6,532$1.02M0.17%+2,33813F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC6,498$1.02M0.22%+813F-HRTimeline
Joel Isaacson & Co., LLC6,486$1.02M0.03%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,446$1.01M<0.01%+21213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,438$1.01M0.1%+79813F-HRTimeline
SYKON CAPITAL LLC6,403$1M0.31%013F-HRTimeline
Gilliland Jeter Wealth Management LLC6,398$1M0.26%-30013F-HRTimeline
GC Wealth Management RIA, LLC6,349$995K0.06%+1,32713F-HRTimeline
TRUST POINT INC.6,344$994K0.08%+23213F-HRTimeline
LEE DANNER & BASS INC6,340$994K0.06%013F-HRTimeline
MEANS INVESTMENT CO., INC.6,330$992K0.07%-12513F-HRTimeline
PRIVATE TRUST CO NA6,324$991K0.08%-7013F-HRTimeline
JNBA Financial Advisors6,281$984K0.07%+3213F-HRTimeline
Bluespring Wealth Management, LLC6,278$984K0.02%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,278$984K+612Timeline
Applied Finance Capital Management, LLC6,260$981K0.07%-91113F-HRTimeline
Marotta Asset Management6,351$979K0.16%-14013F-HRTimeline
MOTCO6,233$977K0.08%+8813F-HRTimeline
Keel Point, LLC6,229$976K0.06%+21413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,217$974K0.04%+12413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,177$968K0.03%-21513F-HRTimelineGroup
SEEDS INVESTOR LLC6,174$968K0.1%-32913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,158$965K0.04%-6313F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,153$964K0.05%013F-HRTimeline
Sivia Capital Partners, LLC6,151$964K0.12%-2,57513F-HRTimeline
Meriwether Wealth & Planning, LLC6,134$961K0.48%+6113F-HRTimeline
Modera Wealth Management, LLC6,102$956K0.01%+1,17713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,089$954K<0.01%+45313F-HRTimelineGroup
SCHULHOFF & CO INC6,053$949K0.38%+313F-HRTimeline
Heritage Wealth Management, Inc.6,052$948K0.24%013F-HRTimeline
Aberdeen Wealth Management LLC6,045$947K0.45%new13F-HRTimeline
Resonant Capital Advisors, LLC6,007$941K0.04%-15713F-HRTimeline
Simplicity Wealth,LLC5,984$938K0.03%+54413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,979$937K0.01%+72613F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.5,972$936K0.32%-413F-HRTimeline
Anchor Investment Management, LLC5,952$933K0.07%-77413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,941$931K0.09%013F-HRTimelineGroup
West Family Investments, Inc.5,931$930K0.27%-27213F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,909$926K0.04%-9313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,897$924K<0.01%-80513F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC5,873$920K0.27%-16513F-HRTimeline
Arvest Bank Trust Division5,844$916K0.04%-33213F-HRTimeline
Bradyco, Inc.5,841$915K1.05%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,794$908K0.11%013F-HRTimeline
Wedmont Private Capital5,894$908K0.02%-79813F-HRTimeline
Peoples Bank/KS5,790$907K0.88%-20013F-HRTimeline
Steadtrust LLC5,769$904K0.46%+213F-HRTimeline
Dickmeyer Boyce Financial Management, I…5,762$903K0.47%-24513F-HRTimeline
Calydon Capital5,755$902K0.13%-5113F-HRTimeline
Bangor Savings Bank5,752$901K0.07%-41913F-HRTimeline
CENTAURUS FINANCIAL, INC.5,748$901K0.04%+15413F-HRTimeline
NTV Asset Management LLC5,744$900K0.09%-4013F-HRTimeline
Radnor Capital Management, LLC5,725$897K0.13%013F-HRTimeline
Fulton Bank, N.A.5,679$890K0.03%-15513F-HRTimeline
Aspen Wealth Management LLC5,661$887K0.15%+1,72013F-HRTimeline
Davis Investment Partners, LLC5,658$887K0.27%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC5,647$885K0.62%+11413F-HRTimeline
NEVILLE RODIE & SHAW INC5,610$879K0.06%013F-HRTimeline
Aureus Asset Management, LLC5,586$875K0.05%+9113F-HRTimeline
CVA Family Office, LLC5,542$869K0.08%013F-HRTimeline
Penbrook Management LLC5,540$868K0.55%013F-HRTimeline
Larry Mathis Financial Planning, LLC5,510$864K0.66%-6513F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO5,507$863K0.01%-27313F-HRTimeline
Altus Wealth Group LLC5,463$856K0.31%+513F-HRTimeline
Wealthspire Advisors, LLC5,454$855K<0.01%-58113F-HRTimeline
IHT Wealth Management, LLC5,450$854K0.02%+10813F-HRTimeline
Diesslin Group, Inc.5,434$852K0.33%013F-HRTimeline
Goldstone Financial Group, LLC5,430$851K0.08%-40813F-HRTimeline
Texas Bank & Trust Co5,429$851K0.28%+5113F-HRTimeline
Crestwood Advisors Group, LLC5,428$851K0.01%+53613F-HRTimeline
R Squared Ltd5,411$848K0.45%+1,31413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$848K0.31%013F-HRTimeline
Summit Financial, LLC5,394$845K0.01%+4113F-HRTimeline
XML Financial, LLC5,376$843K0.06%013F-HRTimeline
Regal Investment Advisors LLC5,361$840K0.04%+3913F-HRTimeline
FDx Advisors, Inc.5,362$840K0.25%+1,20613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,345$838K0.11%-3813F-HR/ATimeline
Alhambra Investment Management LLC5,321$834K0.36%+8913F-HRTimeline
Ariadne Wealth Management, LP5,319$834K0.37%013F-HRTimeline
Forza Wealth Management, LLC5,274$827K0.25%013F-HRTimeline
Banco de Sabadell, S.A5,251$824K0.48%-3013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,238$821K0.23%+2,68313F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC5,335$819K0.1%13F-HRTimeline
Circle Wealth Management, LLC5,196$814K0.01%013F-HRTimeline
Kennebec Savings Bank5,163$809K0.65%-9013F-HRTimeline
FIRST AMERICAN TRUST, FSB5,156$808K0.05%+3313F-HRTimeline
Parkside Financial Bank & Trust5,146$806K0.06%-43013F-HRTimeline
Traynor Capital Management, Inc.5,144$806K0.04%+1,36213F-HRTimeline
E&G Advisors, LLC5,127$804K0.16%-5013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC5,120$802K0.43%013F-HRTimeline
DF DENT & CO INC5,115$802K0.02%013F-HRTimeline
NATURAL INVESTMENTS, LLC5,116$801K0.18%+10913F-HRTimeline
JMN Financial LLC5,089$798K0.62%-29713F-HRTimeline
O'Brien Greene & Co. Inc5,081$796K0.22%013F-HRTimeline
Monument Capital Management5,076$796K0.16%013F-HRTimeline
REXFORD CAPITAL INC5,059$793K0.49%+5713F-HRTimeline
One Wealth Advisors, LLC5,053$792K0.09%+9813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,046$791K0.01%+1,14413F-HRTimeline
HighPoint Advisor Group LLC5,024$787K0.03%+3,42813F-HRTimeline
Payne Capital LLC5,000$784K0.65%013F-HRTimeline
KINTRA WEALTH, LLC5,118$776K0.04%+1,67713F-HRTimeline
Foundations Investment Advisors, LLC4,936$774K0.01%+43213F-HRTimeline
Sovran Advisors, LLC4,829$772K0.06%+57013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,919$771K0.09%-16,42213F-HRTimeline
CFO4Life Group, LLC4,916$770K0.1%-9413F-HRTimeline
BURNS J W & CO INC/NY4,915$770K0.08%-313F-HRTimeline
B. Riley Wealth Advisors, Inc.4,886$770K0.04%+4413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,898$768K-3,248Timeline
JFS WEALTH ADVISORS, LLC4,893$767K0.04%+1813F-HRTimeline
XPONANCE LLC4,891$767K<0.01%+38413F-HRTimeline
RFG Advisory, LLC4,861$762K0.01%+1,26913F-HRTimeline
RATIONAL ADVISORS, INC.4,853$761K0.07%-2,74113F-HRTimeline
BXM Wealth LLC4,840$758K0.41%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC4,811$754K0.01%-15,12313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC4,810$754K0.08%-13113F-HRTimeline
Nilsine Partners, LLC4,809$754K0.05%+4713F-HRTimeline
Principle Wealth Partners LLC4,772$748K0.04%013F-HRTimeline
Drucker Wealth 3.0, LLC4,763$746K0.12%-24913F-HRTimeline
Veracity Capital LLC4,760$746K0.2%+413F-HRTimeline
Jain Global LLC4,742$743K0.01%new13F-HRTimeline
Sigma Planning Corp4,740$743K0.02%+2413F-HRTimeline
Cascade Financial Partners, LLC4,733$742K0.06%013F-HRTimeline
Valley Brook Capital Group, Inc.4,717$739K0.42%-5013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,716$739K0.02%-4213F-HRTimeline
Almanack Investment Partners, LLC.4,703$737K0.09%+1,81113F-HRTimeline
CULLINAN ASSOCIATES INC4,700$737K0.06%013F-HRTimeline
SmartHarvest Portfolios, LLC4,670$732K0.24%+26313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,647$728K0.01%+2,25613F-HRTimelineGroup
Visionary Horizons, LLC4,636$727K0.3%-4413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,626$725K0.11%+2413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC4,603$721K0.11%-213F-HRTimeline
Cordatus Wealth Management LLC4,593$720K0.16%+5213F-HRTimeline
Rossmore Private Capital4,581$718K0.06%013F-HRTimeline
Net Worth Advisory Group4,571$716K0.18%-18513F-HRTimeline
Mraz, Amerine & Associates, Inc.4,552$713K0.1%013F-HRTimeline
Texas Yale Capital Corp.4,542$712K0.02%+15013F-HRTimeline
Hanson & Doremus Investment Management4,528$710K0.07%013F-HRTimeline
Stablepoint Partners, LLC4,530$710K0.1%013F-HRTimeline
Klingman & Associates, LLC4,523$709K0.03%+23013F-HRTimeline
Pure Financial Advisors, LLC4,515$708K0.01%+50513F-HRTimeline
Ausdal Financial Partners, Inc.4,509$707K0.03%+46713F-HRTimeline
Cyndeo Wealth Partners, LLC4,490$704K0.03%-15613F-HRTimeline
WASHINGTON TRUST Co4,467$700K0.02%013F-HRTimeline
Indivisible Partners4,463$699K0.04%+1,70813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,448$697K0.03%+16213F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,448$697K0.02%-98813F-HRTimelineGroup
Composition Wealth, LLC4,439$696K0.01%+35013F-HRTimeline
Federation des caisses Desjardins du Qu…4,431$694K<0.01%-36813F-HRTimeline
HBK Sorce Advisory LLC4,494$694K0.01%-6313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,413$692K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC4,405$690K0.02%+8213F-HRTimeline
Opal Wealth Advisors, LLC4,383$687K0.15%-25113F-HRTimeline
D'Orazio & Associates, Inc.4,370$685K0.08%+18313F-HRTimeline
Shah Wealth Advisors, LLC4,346$681K0.16%13F-HRTimeline
Mesirow Financial Investment Management…4,341$680K0.01%-4,31913F-HRTimeline
Bedel Financial Consulting, Inc.4,326$678K0.07%-35613F-HRTimeline
First City Capital Management, Inc.4,298$674K0.33%-2313F-HRTimeline
ASPIRIANT, LLC4,290$672K0.02%+1,39213F-HRTimeline
Clear Harbor Asset Management, LLC4,273$670K0.04%-8913F-HRTimeline
ANCHYRA PARTNERS LLC4,265$668K0.16%+9513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC4,264$668K0.08%013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,261$668K0.03%-23613F-HRTimeline
Mill Capital Management, LLC4,205$659K0.04%-18313F-HRTimeline
ALTFEST L J & CO INC4,193$657K0.06%+41713F-HRTimeline
WESBANCO BANK INC4,191$657K0.02%-7413F-HRTimeline
Greenspring Advisors, LLC4,173$654K0.04%-56013F-HRTimeline
PFG Investments, LLC4,173$654K0.03%+7213F-HRTimeline
Mutual Advisors, LLC4,166$653K0.01%+39113F-HRTimeline
Convergence Financial, LLC4,154$651K0.05%-51613F-HRTimeline
Pinnacle West Asset Management, Inc.4,155$651K0.45%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,131$647K0.01%+66913F-HRTimelineGroup
Cromwell Holdings LLC4,117$645K0.29%013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC4,114$645K0.01%013F-HRTimeline
First Command Advisory Services, Inc.4,108$644K<0.01%+3,04113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,102$643K0.04%-20813F-HRTimelineGroup
Optas, LLC4,098$642K0.09%+24913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,097$642K0.14%-13013F-HRTimeline
Argyle Capital Partners, LLC4,094$642K0.4%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,070$638K0.01%013F-HRTimelineGroup
IFP Advisors, Inc4,068$638K0.01%+38913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,064$637K0.02%-2,44013F-HRTimelineGroup
Cannell & Spears LLC4,047$634K0.01%013F-HRTimeline
S.A. Mason LLC4,040$633K0.19%013F-HRTimeline
OARSMAN CAPITAL, INC.4,006$628K0.07%-31413F-HRTimeline
Verdence Capital Advisors LLC4,005$628K0.03%+2,17613F-HRTimeline
SEVEN MILE ADVISORY3,996$626K0.42%-2713F-HRTimeline
Hexagon Capital Partners LLC3,990$625K0.09%+20713F-HRTimeline
SYM FINANCIAL Corp3,984$624K0.05%+45013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,959$620K0.03%+1,28413F-HRTimeline
Keebeck Wealth Management3,950$619K0.06%+1,23213F-HRTimeline
Violich Capital Management, Inc.3,947$619K0.07%-10013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,929$616K0.07%+3713F-HRTimeline
Private Wealth Asset Management, LLC3,927$615K0.06%-20013F-HRTimeline