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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,325 managers (1,344 13F filers) reported a position in NVS shares at 2024-12-31, 130,383,854 shares in all. 77 filers opened a position and 105 filers sold out during the quarter.

Managers
1,325
13F filers
1,344
New
77
Added
420
Reduced
469
Sold out
105
Shares held by filers
130,383,854

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BEACON INVESTMENT ADVISORY SERVICES, IN…7,197$700K0.03%-53713F-HRTimeline
Bradyco, Inc.7,191$700K0.43%13F-HRTimeline
BSW Wealth Partners7,169$698K0.1%-55813F-HRTimeline
St. Clair Advisors, LLC7,092$690K0.2%013F-HRTimeline
Belpointe Asset Management LLC5,707$690K0.04%+1,38713F-HRTimeline
Blue Trust, Inc.7,086$689K0.01%-4,04613F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC7,083$689K0.02%+4,26713F-HRTimeline
CENTRAL TRUST Co7,073$688K0.02%+513F-HRTimeline
Net Worth Advisory Group7,051$686K0.21%-9913F-HRTimeline
Marotta Asset Management7,003$680K0.14%-26713F-HRTimeline
Gladstone Institutional Advisory LLC6,977$679K0.03%-19013F-HRTimeline
OneDigital Investment Advisors LLC6,972$678K0.01%-3,17713F-HRTimeline
GeoWealth Management, LLC6,918$673K0.02%+4,60613F-HRTimeline
Mezzasalma Advisors, LLC6,901$672K0.22%+1,65713F-HRTimeline
Banco de Sabadell, S.A6,852$670K0.53%-26413F-HRTimeline
Hemenway Trust Co LLC6,854$667K0.05%-4,33513F-HRTimeline
Douglass Winthrop Advisors, LLC6,851$667K0.01%-15713F-HRTimeline
Kimelman & Baird, LLC6,850$667K0.05%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,848$666K0.05%+15713F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.6,830$665K0.3%+8013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP6,797$661K0.03%013F-HRTimeline
BURNS J W & CO INC/NY6,787$660K0.08%-1,22213F-HRTimeline
Jacobi Capital Management LLC6,779$660K0.05%-15613F-HRTimeline
Valeo Financial Advisors, LLC6,765$658K0.02%+6413F-HRTimeline
HB Wealth Management, LLC6,744$656K0.01%+53413F-HRTimeline
Ariadne Wealth Management, LP6,094$651K0.3%+72713F-HRTimeline
Keel Point, LLC6,691$651K0.05%-85613F-HRTimeline
CFO4Life Group, LLC6,619$644K0.11%+37913F-HRTimeline
Gilliland Jeter Wealth Management LLC6,619$644K0.22%+52113F-HRTimeline
Brucke Financial, Inc.6,121$641K0.55%13F-HRTimeline
Peoples Bank/KS6,538$636K0.44%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,484$631K0.01%+6913F-HRTimelineGroup
Lantz Financial LLC6,478$630K0.17%-38413F-HRTimeline
NEVILLE RODIE & SHAW INC6,460$629K0.05%013F-HRTimeline
Wedmont Private Capital6,348$629K0.03%+15813F-HRTimeline
MOTCO6,459$629K0.06%+31513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC6,448$627K0.07%-17313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,362$619K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dakota Wealth Management6,345$617K0.01%-16913F-HRTimeline
Applied Finance Capital Management, LLC6,298$613K0.03%-77513F-HRTimeline
CENTAURUS FINANCIAL, INC.6,265$610K0.04%+53713F-HRTimeline
NTV Asset Management LLC6,221$605K0.08%013F-HRTimeline
AE Wealth Management LLC6,221$605K0.01%+12613F-HRTimeline
SCHULHOFF & CO INC6,210$604K0.22%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,172$601K<0.01%+49213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,171$600K0.03%+67913F-HRTimelineGroup
BRIGHTON JONES LLC6,153$599K0.02%+2,66613F-HR/ATimeline
1832 Asset Management L.P.6,144$598K<0.01%-21213F-HRTimeline
Heritage Wealth Management, Inc.6,136$597K0.2%013F-HRTimeline
CNB Bank6,122$596K0.28%-97313F-HRTimeline
Heritage Family Offices, LLP6,107$594K0.3%+11213F-HRTimeline
Calydon Capital6,081$592K0.12%+113F-HRTimeline
Visionary Horizons, LLC6,080$592K0.39%-18013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,078$591K0.21%-27513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,074$591K0.01%+2,02013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC6,019$586K0.12%+4013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,013$585K<0.01%+10513F-HRTimelineGroup
American Trust Investment Advisors, LLC5,975$581K0.24%+80013F-HRTimeline
BAILARD, INC.5,963$580K0.01%+28313F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC5,894$574K0.28%+3,32413F-HRTimeline
Cascade Financial Partners, LLC5,880$572K0.07%-5013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC5,866$571K0.01%-1,51613F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,831$567K0.05%013F-HRTimeline
Summit Trail Advisors, LLC5,780$562K0.02%+60313F-HRTimeline
Modera Wealth Management, LLC5,776$562K0.01%+34113F-HRTimeline
Penbrook Management LLC5,760$561K0.38%013F-HRTimeline
Ignite Planners, LLC5,724$559K0.12%+23513F-HRTimeline
CVA Family Office, LLC5,722$557K0.09%013F-HRTimeline
O'Brien Greene & Co. Inc5,698$554K0.18%+12413F-HRTimeline
E&G Advisors, LLC5,638$549K0.15%013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.5,611$546K0.08%-24413F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,611$546K0.01%+2,49613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE5,600$545K<0.01%-2,20013F-HRTimelineGroup
OARSMAN CAPITAL, INC.5,599$545K0.1%-22813F-HRTimeline
Cannell & Spears LLC5,545$540K0.01%-33313F-HRTimeline
StrongBox Wealth, LLC5,529$538K0.23%-20113F-HRTimeline
Financial & Tax Architects, LLC5,522$537K0.14%+68313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding5,503$535K-95Timeline
Rehmann Capital Advisory Group5,494$535K0.03%-82013F-HRTimeline
TD Waterhouse Canada Inc.5,456$531K<0.01%-9413F-HRTimeline
Radnor Capital Management, LLC5,450$530K0.09%-1,07513F-HRTimeline
Patton Albertson Miller Group, LLC5,429$528K0.07%-3013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$526K0.26%013F-HRTimeline
Kennebec Savings Bank5,282$524K0.53%-10013F-HRTimeline
J.W. COLE ADVISORS, INC.5,380$523K0.02%-93013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC5,374$523K0.37%-41413F-HRTimeline
Nilsine Partners, LLC5,364$522K0.06%-2013F-HRTimeline
Forza Wealth Management, LLC5,349$521K0.24%013F-HRTimeline
Sivia Capital Partners, LLC5,303$516K0.26%-60113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,285$514K0.01%+7113F-HRTimelineGroup
Carr Financial Group Corp5,280$514K0.16%013F-HRTimeline
Five Oceans Advisors5,256$511K0.23%-5,03713F-HRTimeline
SEEDS INVESTOR LLC5,220$508K0.14%+26113F-HRTimeline
Cadence Bank5,213$507K0.03%-32113F-HRTimeline
Cordatus Wealth Management LLC5,186$505K0.13%+2113F-HRTimeline
PRIVATE TRUST CO NA5,176$504K0.05%+35513F-HRTimeline
Goldstone Financial Group, LLC5,146$501K0.08%+83213F-HRTimeline
Alhambra Investment Management LLC5,122$498K0.26%+8813F-HRTimeline
Circle Wealth Management, LLC5,119$498K0.01%+29413F-HRTimeline
Centiva Capital, LP5,119$498K0.02%+2,85613F-HRTimeline
DIVERSIFIED TRUST CO5,118$498K0.01%+1913F-HRTimeline
Portside Wealth Group, LLC5,117$498K0.08%+74213F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,083$495K0.02%013F-HRTimelineGroup
Gallacher Capital Management LLC5,060$492K0.24%+12413F-HRTimeline
GAMMA Investing LLC5,024$489K0.04%-41313F-HRTimeline
Bedel Financial Consulting, Inc.4,445$488K0.07%013F-HRTimeline
BXM Wealth LLC5,005$487K0.68%13F-HRTimeline
Northwest Capital Management Inc5,000$487K0.21%013F-HRTimeline
Valley Brook Capital Group, Inc.4,959$483K0.36%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC4,916$478K0.26%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,909$478K0.03%-10413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,908$478K0.09%-9213F-HRTimeline
FIRST AMERICAN TRUST, FSB4,907$478K0.05%-20513F-HRTimeline
Pinnacle Financial Partners Inc4,823$476K0.01%+19813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC4,876$474K0.02%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,857$473K0.22%13F-HRTimeline
Mill Capital Management, LLC4,851$472K0.04%-2,48313F-HRTimeline
Plancorp, LLC4,817$469K0.02%+2113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,786$465K<0.01%-50613F-HRTimelineGroup
Mesirow Financial Investment Management…4,773$464K0.01%+20013F-HRTimeline
Cyndeo Wealth Partners, LLC4,725$460K0.03%+12313F-HRTimeline
CULLINAN ASSOCIATES INC4,700$457K0.03%013F-HRTimeline
Value Partners Investments Inc.4,693$456K0.26%+3313F-HR/ATimeline
Strategic Investment Advisors / MI4,679$455K0.05%+14813F-HRTimeline
Joel Isaacson & Co., LLC4,677$455K0.02%-16013F-HRTimeline
WASHINGTON TRUST Co4,665$454K0.02%+20013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,642$452K0.1%+20013F-HRTimeline
Rossmore Private Capital4,627$450K0.06%013F-HRTimeline
First City Capital Management, Inc.4,626$450K0.24%-73513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,622$450K0.05%+6713F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC4,590$447K0.18%+1,35013F-HRTimeline
Mraz, Amerine & Associates, Inc.4,592$447K0.08%013F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc4,586$446K<0.01%+33913F-HRTimelineGroup
Stablepoint Partners, LLC4,549$443K0.08%+6213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,532$441K0.06%+3,80013F-HRTimeline
Summit Financial, LLC4,515$439K0.02%+72513F-HRTimeline
Clear Harbor Asset Management, LLC4,493$437K0.04%+7013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,487$437K0.01%-8413F-HRTimeline
Stokes Family Office, LLC4,484$436K0.05%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,411$429K0.08%-6913F-HRTimeline
Violich Capital Management, Inc.4,397$428K0.06%-1513F-HRTimeline
Independent Advisor Alliance4,362$424K0.01%+82613F-HRTimeline
AdvisorShares Investments LLC4,360$424K0.08%new13F-HRTimeline
Tranquilli Financial Advisor LLC4,335$422K0.27%-1913F-HRTimeline
Wealth Group, Ltd.4,329$421K0.27%-17813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,309$419K0.01%+1,65713F-HRTimeline
Verity Asset Management, Inc.4,287$417K0.24%+54313F-HRTimeline
CHICAGO TRUST Co NA4,287$417K0.07%-1713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,282$417K0.1%+7713F-HRTimeline
SIMON QUICK ADVISORS, LLC4,257$414K0.02%+6713F-HRTimeline
Curbstone Financial Management Corp4,256$414K0.09%+21213F-HRTimeline
NWAM LLC4,255$414K0.03%+18613F-HRTimeline
Principle Wealth Partners LLC4,247$413K0.03%013F-HRTimeline
Aspen Wealth Management LLC4,222$411K0.12%013F-HRTimeline
Sigma Planning Corp4,218$410K0.01%-1,01213F-HRTimeline
Capital Investment Advisors, LLC4,203$409K0.01%-2213F-HRTimeline
Intellectus Partners, LLC4,161$405K0.09%-10013F-HRTimeline
Meridian Wealth Management, LLC4,161$405K0.02%+10613F-HRTimeline
Pinnacle West Asset Management, Inc.4,155$404K0.29%+2513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,143$403K0.01%+40913F-HRTimelineGroup
CRUX WEALTH ADVISORS4,132$402K0.22%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,123$401K0.02%+13313F-HRTimeline
Central Pacific Bank - Trust Division4,100$399K0.05%-5013F-HRTimeline
Roxbury Financial LLC3,769$399K0.38%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,096$399K0.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,089$398K+615Timeline
Pinnacle Wealth Management Advisory Gro…4,063$395K0.04%013F-HRTimeline
HM PAYSON & CO4,062$395K0.01%+89913F-HRTimeline
Argyle Capital Partners, LLC4,061$395K0.34%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,979$394K0.09%+8113F-HRTimeline
S.A. Mason LLC4,040$393K0.21%013F-HRTimeline
Claro Advisors Inc.3,954$385K0.05%-68413F-HRTimeline
Texas Yale Capital Corp.3,952$385K0.02%+29013F-HRTimeline
MCDANIEL TERRY & CO3,940$383K0.03%-2,25013F-HRTimeline
Aureus Asset Management, LLC3,918$381K0.02%+1,98913F-HRTimeline
Cromwell Holdings LLC3,918$381K0.22%+70513F-HRTimeline
Twin Lakes Capital Management, LLC3,905$380K0.24%013F-HRTimeline
Moloney Securities Asset Management, LLC3,861$376K0.05%+37513F-HRTimeline
Convergence Financial, LLC3,852$375K0.07%+5813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,851$375K0.09%+45713F-HRTimeline
NATURAL INVESTMENTS, LLC3,851$374K0.1%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,842$374K0.02%+26213F-HRTimeline
Veracity Capital LLC3,828$373K0.14%-13213F-HRTimeline
Lindbrook Capital, LLC3,816$371K0.03%-11313F-HRTimeline
Cohen Investment Advisors LLC3,814$371K0.22%+11613F-HRTimeline
GREENWOOD GEARHART LLC3,810$371K0.03%+25813F-HRTimeline
BECK MACK & OLIVER LLC3,800$370K0.01%013F-HRTimeline
Abel Hall, LLC3,792$369K0.24%+8213F-HRTimeline
Hollow Brook Wealth Management LLC3,788$369K0.11%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,784$368K0.14%-7713F-HRTimeline
Riverview Trust Co3,763$366K0.33%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,763$366K0.01%+34313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,758$366K<0.01%+23913F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,750$365K0.01%-21013F-HRTimelineGroup
Round Rock Advisors LLC3,750$365K0.07%+25013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,746$365K<0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC3,733$363K0.29%13F-HRTimeline
Glenview Trust Co3,715$362K0.01%+813F-HRTimeline
Parkside Financial Bank & Trust3,715$361K0.05%+2213F-HRTimeline
Pinnacle Bancorp, Inc.3,712$361K0.12%-2513F-HRTimeline