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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,344 managers (1,361 13F filers) reported a position in NVS shares at 2025-03-31, 139,181,945 shares in all. 107 filers opened a position and 80 filers sold out during the quarter.

Managers
1,344
13F filers
1,361
New
107
Added
430
Reduced
509
Sold out
80
Shares held by filers
139,181,945

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AE Wealth Management LLC6,709$748K0.01%+48813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE6,700$747K<0.01%+1,10013F-HRTimelineGroup
Bradyco, Inc.6,691$746K0.57%-50013F-HRTimeline
Lantz Financial LLC6,610$737K0.2%+13213F-HRTimeline
Summit Trail Advisors, LLC6,360$734K0.02%+58013F-HRTimeline
Freedom Investment Management, Inc.6,582$734K0.06%-87913F-HRTimeline
Net Worth Advisory Group6,582$734K0.23%-46913F-HRTimeline
Osprey Private Wealth LLC6,575$733K0.43%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP6,547$730K0.03%-25013F-HRTimeline
Peoples Bank/KS6,538$729K0.49%013F-HRTimeline
GAMMA Investing LLC6,524$727K0.05%+1,50013F-HR/ATimeline
Sowell Financial Services LLC6,481$722K0.03%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,551$721K0.01%-34013F-HRTimeline
NEVILLE RODIE & SHAW INC6,460$720K0.06%013F-HRTimeline
Fulton Bank, N.A.6,435$717K0.03%-1,34213F-HRTimeline
MOTCO6,423$716K0.08%-3613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,381$711K0.01%-10313F-HRTimelineGroup
1832 Asset Management L.P.6,342$707K<0.01%+19813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC6,304$703K0.07%-14413F-HRTimeline
Twin Tree Management, LP6,299$702K0.02%-24,64113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,291$701K0.02%-1,17413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC6,275$700K0.18%new13F-HRTimelineGroup
Wedmont Private Capital6,501$699K0.04%+15313F-HRTimeline
NTV Asset Management LLC6,221$694K0.09%013F-HRTimeline
Heritage Wealth Management, Inc.6,186$690K0.23%+5013F-HRTimeline
Brucke Financial, Inc.6,052$687K0.6%-6913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,132$684K0.03%-3913F-HRTimelineGroup
Calydon Capital6,080$678K0.13%-113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,078$678K0.25%013F-HRTimeline
SCHULHOFF & CO INC6,054$675K0.3%-15613F-HRTimeline
Dakota Wealth Management6,052$675K0.02%-29313F-HRTimeline
Financial & Tax Architects, LLC6,030$672K0.17%+50813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,019$671K0.14%013F-HRTimeline
BRIGHTON JONES LLC6,007$670K0.02%-14613F-HRTimeline
CFO4Life Group, LLC5,989$668K0.11%-63013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,974$666K0.04%-29113F-HRTimeline
UMB Bank, n.a.5,968$665K0.01%-1,45113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GWN SECURITIES INC.6,058$662K0.04%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,868$654K+1,779Timeline
Heritage Family Offices, LLP5,866$654K0.33%-24113F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,831$650K0.05%013F-HRTimeline
BURNS J W & CO INC/NY5,800$647K0.08%-98713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,795$646K0.02%+1,65213F-HRTimelineGroup
Ignite Planners, LLC5,796$645K0.13%+7213F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC5,764$643K0.27%-13013F-HRTimeline
Penbrook Management LLC5,760$642K0.49%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,759$642K0.02%+2,32513F-HRTimeline
StrongBox Wealth, LLC5,739$640K0.27%+21013F-HRTimeline
SIMON QUICK ADVISORS, LLC5,732$639K0.04%+1,47513F-HRTimeline
O'Brien Greene & Co. Inc5,698$635K0.21%013F-HRTimeline
Kennebec Savings Bank5,694$635K0.67%+41213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,447$628K0.02%-91513F-HRTimeline
Cordatus Wealth Management LLC5,544$618K0.17%+35813F-HRTimeline
CVA Family Office, LLC5,542$618K0.09%-18013F-HRTimeline
E&G Advisors, LLC5,538$617K0.17%-10013F-HRTimeline
PRIVATE TRUST CO NA5,534$617K0.06%+35813F-HRTimeline
Rehmann Capital Advisory Group5,516$615K0.04%+2213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,507$614K<0.01%-50613F-HRTimelineGroup
Cable Hill Partners, LLC5,401$613K0.06%-2,78413F-HRTimeline
TRUST POINT INC.5,496$613K0.06%new13F-HRTimeline
Radnor Capital Management, LLC5,450$608K0.1%013F-HRTimeline
DIVERSIFIED TRUST CO5,451$608K0.02%+33313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$603K0.28%013F-HRTimeline
Hemenway Trust Co LLC5,403$602K0.05%-1,45113F-HRTimeline
Modera Wealth Management, LLC5,401$602K0.01%-37513F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.5,401$602K0.09%-21013F-HRTimeline
Sivia Capital Partners, LLC5,378$600K0.28%+7513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,376$599K0.01%+9113F-HRTimelineGroup
Ariadne Wealth Management, LP5,512$599K0.31%-58213F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC5,374$599K0.41%013F-HRTimeline
Visionary Horizons, LLC5,360$598K0.42%-72013F-HRTimeline
OARSMAN CAPITAL, INC.5,359$597K0.11%-24013F-HRTimeline
Forza Wealth Management, LLC5,349$596K0.27%013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co6,393$592K0.02%-38,75013F-HRTimelineGroup
Gallacher Capital Management LLC5,279$588K0.29%+21913F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,263$587K0.02%-34813F-HRTimeline
SCS Capital Management LLC5,210$586K0.01%new13F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC5,208$581K0.02%-1,87513F-HRTimeline
Cadence Bank5,191$579K0.04%-2213F-HRTimeline
DAVIDSON TRUST CO5,137$573K0.27%-5,77113F-HRTimeline
Alhambra Investment Management LLC5,130$572K0.29%+813F-HRTimeline
Circle Wealth Management, LLC5,119$571K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…5,103$569K0.03%-2,09413F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co5,102$569K0.11%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,087$567K0.04%+17813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,083$567K0.02%013F-HRTimelineGroup
Cascade Financial Partners, LLC5,080$566K0.07%-80013F-HRTimeline
SG Americas Securities, LLC5,050$563K<0.01%-5,29813F-HRTimeline
Nilsine Partners, LLC5,018$559K0.06%-34613F-HRTimeline
Northwest Capital Management Inc5,000$557K0.23%013F-HRTimeline
SEEDS INVESTOR LLC4,999$557K0.16%-22113F-HRTimeline
CHICAGO TRUST Co NA4,994$557K0.1%+70713F-HRTimeline
BXM Wealth LLC4,975$555K0.67%-3013F-HRTimeline
Patton Albertson Miller Group, LLC4,964$553K0.08%-46513F-HR/ATimeline
Valley Brook Capital Group, Inc.4,959$553K0.43%013F-HRTimeline
Avior Wealth Management, LLC4,946$551K0.02%-6,31313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC4,916$548K0.3%013F-HRTimeline
Sigma Planning Corp4,875$547K0.02%+65713F-HRTimeline
FIRST AMERICAN TRUST, FSB4,907$547K0.05%013F-HRTimeline
Goldstone Financial Group, LLC4,873$543K0.08%-27313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC4,776$532K0.02%-10013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,727$526K<0.01%-5913F-HRTimelineGroup
Abel Hall, LLC4,714$526K0.32%+92213F-HRTimeline
Guerra Advisors Inc4,702$524K0.29%new13F-HRTimeline
AlphaCore Capital LLC4,700$524K0.04%new13F-HRTimeline
CULLINAN ASSOCIATES INC4,700$524K0.04%013F-HRTimeline
First City Capital Management, Inc.4,689$523K0.31%+6313F-HRTimeline
Mesirow Financial Investment Management…4,673$521K0.01%-10013F-HRTimeline
Mraz, Amerine & Associates, Inc.4,592$517K0.09%013F-HR/ATimeline
Rossmore Private Capital4,627$516K0.06%013F-HRTimeline
Portside Wealth Group, LLC4,622$515K0.08%-49513F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,622$515K0.02%+13513F-HRTimeline
Cyndeo Wealth Partners, LLC4,620$515K0.03%-10513F-HRTimeline
Stablepoint Partners, LLC4,549$507K0.09%013F-HRTimeline
Intellectus Partners, LLC4,538$506K0.12%+37713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,537$506K0.11%-10513F-HRTimeline
Independent Advisor Alliance4,534$505K0.02%+17213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,532$505K0.06%013F-HRTimeline
Hanson & Doremus Investment Management4,528$505K0.07%+3,90313F-HRTimeline
Clear Harbor Asset Management, LLC4,493$501K0.04%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,478$499K0.05%-14413F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC4,465$498K0.19%-12513F-HRTimeline
WASHINGTON TRUST Co4,465$498K0.02%-20013F-HRTimeline
Parkside Financial Bank & Trust4,457$497K0.06%+74213F-HRTimeline
Altus Wealth Group LLC4,439$495K0.23%new13F-HRTimeline
Mill Capital Management, LLC4,438$495K0.04%-41313F-HRTimeline
Tranquilli Financial Advisor LLC4,438$495K0.31%+10313F-HRTimeline
Bedel Financial Consulting, Inc.4,445$491K0.07%013F-HRTimeline
Violich Capital Management, Inc.4,397$490K0.07%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,391$490K0.09%-2013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,453$487K0.11%+17113F-HRTimeline
Meridian Wealth Management, LLC4,370$487K0.02%+20913F-HRTimeline
CNB Bank4,361$486K0.25%-1,76113F-HRTimeline
Strategic Investment Advisors / MI4,361$486K0.05%-31813F-HRTimeline
Summit Financial, LLC4,320$482K0.01%-19513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,319$481K0.19%+53513F-HRTimeline
Verity Asset Management, Inc.4,287$478K0.19%013F-HRTimeline
Broderick Brian C4,273$476K0.1%-3,80013F-HRTimeline
Wealth Group, Ltd.4,270$476K0.31%-5913F-HRTimeline
Cromwell Holdings LLC4,117$475K0.31%+19913F-HRTimeline
Curbstone Financial Management Corp4,256$474K0.1%013F-HRTimeline
Principle Wealth Partners LLC4,247$473K0.03%013F-HRTimeline
SEVEN MILE ADVISORY4,242$473K0.32%+65513F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC4,236$472K0.01%-1,63013F-HRTimeline
Pinnacle West Asset Management, Inc.4,230$472K0.34%+7513F-HRTimeline
Aspen Wealth Management LLC4,222$471K0.13%013F-HRTimeline
GTS SECURITIES LLC4,209$469K0.02%-5,44113F-HRTimeline
May Hill Capital, LLC4,190$467K0.18%+1,46613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,085$466K0.03%+1,84313F-HR/ATimelineGroup
Community Financial Services Group, LLC4,167$465K0.1%-49,78513F-HRTimeline
Wealthspire Advisors, LLC4,129$460K<0.01%+1,31913F-HRTimeline
Private Wealth Asset Management, LLC4,122$460K0.07%13F-HRTimeline
CAMBIAR INVESTORS LLC4,113$459K0.02%-117,86213F-HRTimeline
HM PAYSON & CO4,112$458K0.01%+5013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,112$458K0.04%+4913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,094$456K0.01%-32,83913F-HRTimelineGroup
YHB Investment Advisors, Inc.4,093$456K0.04%+57013F-HRTimeline
Argyle Capital Partners, LLC4,061$453K0.39%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …4,049$451K0.16%+45313F-HRTimeline
S.A. Mason LLC4,040$450K0.24%013F-HRTimeline
Capital Investment Advisors, LLC4,014$447K0.01%-18913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,007$447K0.05%-8913F-HRTimeline
RiverFront Investment Group, LLC3,970$443K0.01%new13F-HRTimeline
Arax Advisory Partners3,957$441K0.03%+2,92013F-HRTimeline
Texas Yale Capital Corp.3,952$441K0.02%013F-HRTimeline
Moloney Securities Asset Management, LLC3,933$438K0.06%+7213F-HRTimeline
Mission Financial Group, LLC2,862$437K0.4%13F-HRTimeline
Aureus Asset Management, LLC3,918$437K0.03%013F-HRTimeline
Twin Lakes Capital Management, LLC3,905$435K0.29%013F-HRTimeline
MCDANIEL TERRY & CO3,895$434K0.04%-4513F-HRTimeline
Traveka Wealth, LLC3,871$432K0.24%+56713F-HRTimeline
Lindbrook Capital, LLC3,864$431K0.04%+4813F-HRTimeline
GeoWealth Management, LLC3,861$430K0.02%-3,05713F-HRTimeline
Cohen Investment Advisors LLC3,858$430K0.25%+4413F-HR/ATimeline
Point72 Hong Kong Ltd3,842$428K0.03%new13F-HRTimeline
NATURAL INVESTMENTS, LLC3,839$427K0.12%-1213F-HRTimeline
BECK MACK & OLIVER LLC3,800$424K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division3,800$424K0.06%-30013F-HRTimeline
D'Orazio & Associates, Inc.3,795$423K0.06%+10813F-HRTimeline
Hollow Brook Wealth Management LLC3,788$422K0.12%013F-HRTimeline
Round Rock Advisors LLC3,750$418K0.08%013F-HRTimeline
Cornerstone Wealth Management, LLC3,737$417K0.03%+49813F-HRTimeline
Glenview Trust Co3,716$414K0.01%+113F-HR/ATimeline
Resonant Capital Advisors, LLC3,589$414K0.03%+91313F-HRTimeline
Newman Dignan & Sheerar, Inc.3,699$412K0.11%013F-HR/ATimeline
Institute for Wealth Management, LLC.3,698$412K0.05%-113F-HRTimeline
Pinnacle Financial Partners Inc3,740$411K0.01%-1,08313F-HRTimeline
Financial Engines Advisors L.L.C.3,682$411K<0.01%+4213F-HRTimeline
RNC CAPITAL MANAGEMENT LLC3,676$410K0.02%+13113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,674$410K0.11%-17713F-HR/ATimeline
WESBANCO BANK INC3,664$408K0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,661$408K0.03%013F-HRTimeline
Roxbury Financial LLC3,738$408K0.4%-3113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,654$407K0.1%013F-HRTimeline
Veracity Capital LLC3,646$406K0.16%-18213F-HRTimeline
Cetera Trust Company, N.A3,627$404K0.26%013F-HRTimeline
Aull & Monroe Investment Management Corp3,621$404K0.2%-2013F-HRTimeline
Adero Partners, LLC3,620$404K0.03%+1,05313F-HRTimeline
Pinnacle Bancorp, Inc.3,615$403K0.13%-9713F-HRTimeline
BSW Wealth Partners3,600$401K0.06%-3,56913F-HRTimeline