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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,372 managers (1,388 13F filers) reported a position in NVS shares at 2025-06-30, 133,507,472 shares in all. 95 filers opened a position and 76 filers sold out during the quarter.

Managers
1,372
13F filers
1,388
New
95
Added
493
Reduced
479
Sold out
76
Shares held by filers
133,507,472

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
KLINGENSTEIN FIELDS & CO LP6,547$792K0.03%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,540$792K<0.01%-46,10813F-HRTimeline
1832 Asset Management L.P.6,502$787K<0.01%+16013F-HRTimeline
Bridgefront Capital, LLC6,488$785K0.21%-2,66513F-HRTimeline
NIXON PEABODY TRUST CO6,449$780K0.06%-1,39313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,419$777K0.01%+1,04313F-HRTimelineGroup
NEVILLE RODIE & SHAW INC6,410$776K0.06%-5013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,317$764K0.01%-6413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE6,300$762K<0.01%-40013F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.6,298$762K0.12%+1,70613F-HRTimeline
Goldstone Financial Group, LLC6,251$762K0.1%+1,37813F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC6,279$760K0.19%new13F-HRTimeline
May Hill Capital, LLC6,274$759K0.25%+2,08413F-HRTimeline
Avior Wealth Management, LLC6,251$756K0.03%+1,30513F-HRTimeline
Federation des caisses Desjardins du Qu…6,235$754K<0.01%-1,68813F-HRTimeline
Arvest Bank Trust Division6,217$752K0.04%-15,42513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,171$747K0.03%+3913F-HRTimelineGroup
Heritage Wealth Management, Inc.6,145$744K0.24%-4113F-HRTimeline
Financial & Tax Architects, LLC6,078$735K0.18%+4813F-HRTimeline
NTV Asset Management LLC6,071$735K0.09%-15013F-HRTimeline
SCHULHOFF & CO INC6,058$733K0.33%+413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,052$732K0.03%+1,27613F-HRTimeline
Brucke Financial, Inc.6,052$732K0.51%013F-HRTimeline
Dakota Wealth Management6,049$732K0.02%-313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,048$732K0.25%-3013F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,025$729K0.02%+76213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,019$728K0.14%013F-HRTimeline
BRIGHTON JONES LLC6,002$726K0.02%-513F-HRTimeline
Mezzasalma Advisors, LLC5,992$725K0.22%-82513F-HRTimeline
CENTAURUS FINANCIAL, INC.5,985$724K0.04%+1113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC5,965$722K0.07%-33913F-HRTimeline
Freedom Investment Management, Inc.5,960$721K0.06%-62213F-HRTimeline
UMB Bank, n.a.5,919$716K0.01%-4913F-HR/ATimeline
PRIVATE TRUST CO NA5,891$713K0.07%+35713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,883$712K0.02%-40813F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,878$711K0.05%+4713F-HRTimeline
MOTCO6,252$711K0.07%-17113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,866$710K0.04%-7,25513F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC5,860$709K0.07%-84,99213F-HRTimeline
Bradyco, Inc.6,691$707K0.53%013F-HR/ATimeline
HUTNER CAPITAL MANAGEMENT INC5,787$700K0.32%+2313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,776$699K0.09%+2,63813F-HRTimelineGroup
Guerra Advisors Inc5,742$695K0.33%+1,04013F-HRTimeline
StrongBox Wealth, LLC5,739$694K0.26%013F-HRTimeline
Radnor Capital Management, LLC5,725$693K0.11%+27513F-HRTimeline
Southeast Asset Advisors, LLC5,720$692K0.08%+3,10013F-HRTimeline
O'Brien Greene & Co. Inc5,698$690K0.23%013F-HRTimeline
Drucker Wealth 3.0, LLC5,599$688K0.13%-1,35513F-HRTimeline
Joel Isaacson & Co., LLC5,657$685K0.03%-1,60413F-HRTimeline
Ignite Planners, LLC5,970$682K0.12%+17413F-HR/ATimeline
JACKSON SQUARE CAPITAL, LLC5,621$680K0.15%new13F-HRTimeline
Frank, Rimerman Advisors LLC5,621$680K0.05%+2,91013F-HRTimeline
Steadtrust LLC5,611$679K0.53%13F-HR/ATimeline
Penbrook Management LLC5,610$679K0.51%-15013F-HR/ATimeline
Haven Private, LLC5,568$674K0.3%+2,48013F-HRTimeline
CFO4Life Group, LLC5,551$672K0.11%-43813F-HRTimeline
CVA Family Office, LLC5,542$671K0.09%013F-HRTimeline
Rehmann Capital Advisory Group5,521$668K0.04%+513F-HRTimeline
TRUST POINT INC.5,496$665K0.06%013F-HRTimeline
BURNS J W & CO INC/NY5,482$663K0.08%-31813F-HRTimeline
Cordatus Wealth Management LLC5,476$663K0.16%-6813F-HRTimeline
Heritage Family Offices, LLP5,870$661K0.33%+413F-HRTimeline
Kennebec Savings Bank5,445$659K0.65%-24913F-HRTimeline
SEEDS INVESTOR LLC5,427$657K0.15%+42813F-HRTimeline
Ariadne Wealth Management, LP5,408$655K0.31%-10413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$655K0.29%013F-HRTimeline
E&G Advisors, LLC5,377$651K0.17%-16113F-HRTimeline
Gallacher Capital Management LLC5,371$650K0.3%+9213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,362$649K0.02%-8513F-HR/ATimeline
Forza Wealth Management, LLC5,349$647K0.27%013F-HRTimeline
Jain Global LLC5,300$641K0.01%new13F-HRTimeline
Modera Wealth Management, LLC5,255$636K0.01%-14613F-HRTimeline
Round Rock Advisors LLC5,250$635K0.11%+1,50013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,233$633K<0.01%-27413F-HRTimelineGroup
DIVERSIFIED TRUST CO5,214$631K0.01%-23713F-HRTimeline
Cascade Financial Partners, LLC5,205$630K0.08%+12513F-HRTimeline
Portside Wealth Group, LLC5,185$627K0.09%+56313F-HRTimeline
Sigma Planning Corp5,157$624K0.02%+28213F-HRTimeline
Moloney Securities Asset Management, LLC5,153$624K0.08%+1,22013F-HRTimeline
Alhambra Investment Management LLC5,146$623K0.31%+1613F-HRTimeline
GTS SECURITIES LLC5,122$620K0.03%+91313F-HRTimeline
Visionary Horizons, LLC5,120$620K0.39%-24013F-HRTimeline
Cadence Bank5,111$618K0.04%-8013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,074$614K<0.01%-282,61213F-HRTimelineGroup
OARSMAN CAPITAL, INC.5,074$614K0.1%-28513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…5,067$613K0.03%-3613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,063$613K0.02%-2013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,054$612K0.04%-3313F-HRTimeline
Altus Wealth Group LLC5,022$608K0.27%+58313F-HRTimeline
Northwest Capital Management Inc5,000$605K0.33%013F-HRTimeline
Nilsine Partners, LLC4,994$604K0.06%-2413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC4,973$602K0.32%+5713F-HRTimeline
Valley Brook Capital Group, Inc.4,959$600K0.45%013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.4,936$597K0.08%-46513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,929$596K0.01%-27913F-HRTimeline
REXFORD CAPITAL INC4,926$596K0.49%13F-HRTimeline
BXM Wealth LLC4,925$596K0.71%-5013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC4,889$592K0.01%013F-HRTimeline
Independent Advisor Alliance4,880$591K0.02%+34613F-HRTimeline
Circle Wealth Management, LLC4,866$589K0.01%-25313F-HRTimeline
FIRST AMERICAN TRUST, FSB4,855$588K0.05%-5213F-HRTimeline
Principle Wealth Partners LLC4,847$587K0.04%+60013F-HRTimeline
Patton Albertson Miller Group, LLC4,798$581K0.08%-16613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…4,797$580K0.01%+1,36313F-HRTimelineGroup
SCS Capital Management LLC4,751$575K0.01%-45913F-HRTimeline
Clear Harbor Asset Management, LLC4,738$573K0.04%+24513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,727$572K<0.01%013F-HRTimelineGroup
CULLINAN ASSOCIATES INC4,700$569K0.04%013F-HRTimeline
Blue Trust, Inc.4,685$567K0.01%-2,15413F-HRTimeline
Mesirow Financial Investment Management…4,630$560K0.01%-4313F-HRTimeline
Rossmore Private Capital4,627$560K0.07%013F-HRTimeline
SVB WEALTH LLC4,625$560K0.03%-2,79313F-HRTimeline
Parkside Financial Bank & Trust4,623$559K0.06%+16613F-HRTimeline
First City Capital Management, Inc.4,614$558K0.32%-7513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,614$558K-1,254Timeline
Cyndeo Wealth Partners, LLC4,593$556K0.03%-2713F-HRTimeline
Stablepoint Partners, LLC4,587$555K0.09%+3813F-HRTimeline
WASHINGTON TRUST Co4,581$554K0.02%+11613F-HRTimeline
Scientech Research LLC4,568$553K0.14%new13F-HRTimeline
Summit Financial, LLC4,563$552K0.01%+24313F-HRTimeline
Wealthspire Advisors, LLC4,552$551K<0.01%+42313F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC4,545$550K0.38%-82913F-HRTimeline
Intellectus Partners, LLC4,538$549K0.12%013F-HRTimeline
DAVIDSON TRUST CO4,532$548K0.25%-60513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,532$548K0.07%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,528$548K0.01%-9413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,528$548K0.11%+7513F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,508$545K0.09%+11713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,492$544K0.11%-4513F-HRTimeline
Fulton Bank, N.A.4,488$543K0.02%-1,94713F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC4,465$540K0.21%013F-HRTimeline
Bedel Financial Consulting, Inc.4,445$538K0.07%013F-HRTimeline
Curbstone Financial Management Corp4,444$538K0.11%+18813F-HRTimeline
Mill Capital Management, LLC4,438$537K0.04%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,419$535K0.01%new13F-HRTimelineGroup
Violich Capital Management, Inc.4,397$532K0.07%013F-HRTimeline
Tranquilli Financial Advisor LLC4,393$532K0.33%-4513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,380$530K0.05%-9813F-HRTimeline
SEVEN MILE ADVISORY4,357$527K0.32%+11513F-HRTimeline
Strategic Investment Advisors / MI4,323$523K0.05%-3813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,300$520K0.01%+20613F-HRTimelineGroup
Verity Asset Management, Inc.4,280$518K0.25%-713F-HRTimeline
Financial Advocates Investment Manageme…4,278$518K0.04%+1,95613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,250$514K0.11%+57613F-HRTimeline
Pinnacle West Asset Management, Inc.4,230$512K0.35%013F-HRTimeline
Aspen Wealth Management LLC4,222$511K0.13%013F-HRTimeline
Broderick Brian C4,203$509K0.1%-7013F-HRTimeline
Abel Hall, LLC4,183$506K0.23%-53113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,166$504K0.18%-15313F-HRTimeline
Hemenway Trust Co LLC4,135$500K0.04%-1,26813F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,126$499K0.02%+45013F-HRTimeline
Private Wealth Asset Management, LLC4,122$499K0.07%013F-HRTimeline
Cromwell Holdings LLC4,117$498K0.3%013F-HRTimeline
Argyle Capital Partners, LLC4,061$491K0.4%013F-HRTimeline
NATURAL INVESTMENTS, LLC4,042$489K0.13%+20313F-HRTimeline
S.A. Mason LLC4,040$489K0.24%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,002$484K0.05%-513F-HRTimeline
RiverFront Investment Group, LLC3,970$480K0.01%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …3,969$480K0.15%-8013F-HRTimeline
Texas Yale Capital Corp.3,952$478K0.02%013F-HRTimeline
YHB Investment Advisors, Inc.3,943$477K0.04%-15013F-HRTimeline
IHT Wealth Management, LLC3,931$476K0.01%+1,17313F-HRTimeline
D'Orazio & Associates, Inc.3,918$474K0.07%+12313F-HRTimeline
Resonant Capital Advisors, LLC3,911$473K0.03%+32213F-HRTimeline
Twin Lakes Capital Management, LLC3,905$473K0.29%013F-HRTimeline
Community Financial Services Group, LLC3,896$471K0.09%-27113F-HRTimeline
Gibbs Wealth Management3,894$471K0.09%+99513F-HRTimeline
Capital Investment Advisors, LLC3,894$471K0.01%-12013F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…3,862$467K0.04%-25013F-HRTimeline
ALTFEST L J & CO INC3,821$462K0.05%+30313F-HRTimeline
BECK MACK & OLIVER LLC3,800$460K0.01%013F-HRTimeline
Glenview Trust Co3,800$460K0.01%+8413F-HRTimeline
ARVEST INVESTMENTS, INC.3,793$459K0.07%-11,76213F-HRTimeline
Hollow Brook Wealth Management LLC3,788$458K0.13%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,788$458K0.06%+1,60413F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding3,788$458K-19,396Timeline
Verity & Verity, LLC3,778$457K0.04%new13F-HRTimeline
Mutual Advisors, LLC3,874$456K0.01%-5,02913F-HRTimeline
Cetera Trust Company, N.A3,727$451K0.27%+10013F-HRTimeline
Roxbury Financial LLC3,718$450K0.44%-2013F-HRTimeline
Veracity Capital LLC3,707$449K0.16%+6113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,642$448K0.08%+4713F-HRTimeline
Newman Dignan & Sheerar, Inc.3,699$448K0.1%013F-HRTimeline
Institute for Wealth Management, LLC.3,698$447K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC3,695$447K0.02%+33313F-HRTimeline
Cornerstone Wealth Management, LLC3,685$446K0.03%-5213F-HRTimeline
Almanack Investment Partners, LLC.3,678$445K0.07%+73513F-HRTimeline
WESBANCO BANK INC3,664$443K0.01%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,654$442K0.1%013F-HRTimeline
ACORN CREEK CAPITAL LLC3,635$440K0.18%+12413F-HRTimeline
Aureus Asset Management, LLC3,623$438K0.03%-29513F-HRTimeline
Pointe Capital Management LLC3,622$438K0.23%+2413F-HRTimeline
Aull & Monroe Investment Management Corp3,621$438K0.24%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,617$438K<0.01%+26013F-HRTimelineGroup
Cohen Investment Advisors LLC3,603$436K0.23%-25513F-HRTimeline
Central Pacific Bank - Trust Division3,600$436K0.06%-20013F-HRTimeline
Safe Harbor Fiduciary, LLC3,597$435K0.41%new13F-HRTimeline
Arete Wealth Advisors, LLC3,598$435K0.03%+26813F-HRTimeline
WEALTH ALLIANCE, LLC3,567$432K0.05%-913F-HRTimeline
Sound View Wealth Advisors Group, LLC3,556$430K0.03%-10513F-HRTimeline