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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,392 managers (1,407 13F filers) reported a position in NVS shares at 2025-09-30, 133,997,434 shares in all. 104 filers opened a position and 73 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
104
Added
478
Reduced
480
Sold out
73
Shares held by filers
133,997,434

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NEVILLE RODIE & SHAW INC6,410$822K0.06%013F-HRTimeline
SYKON CAPITAL LLC6,403$821K0.27%new13F-HRTimeline
MOTCO6,388$819K0.07%+13613F-HRTimeline
Gallacher Capital Management LLC6,377$818K0.32%+1,00613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,364$816K<0.01%+1,29013F-HRTimelineGroup
Avior Wealth Management, LLC6,362$816K0.03%+11113F-HRTimeline
Calydon Capital6,320$810K0.13%-5,90813F-HRTimeline
SBI Securities Co., Ltd.6,313$810K0.02%+5,76913F-HRTimeline
Mraz, Amerine & Associates, Inc.6,298$808K0.13%013F-HRTimeline
Peoples Bank/KS6,260$803K0.8%-42813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,240$802K<0.01%-30013F-HRTimeline
Belpointe Asset Management LLC6,238$800K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC6,238$800K0.13%new13F-HRTimeline
XML Financial, LLC6,211$797K0.06%-3,41813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,192$794K0.03%+2113F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,166$791K0.11%new13F-HRTimeline
Portside Wealth Group, LLC6,130$786K0.11%+94513F-HRTimeline
Federation des caisses Desjardins du Qu…6,104$783K<0.01%-13113F-HRTimeline
PRIVATE TRUST CO NA6,080$780K0.07%+18913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,057$777K0.01%-26013F-HRTimelineGroup
SCHULHOFF & CO INC6,057$777K0.33%-113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,052$776K0.03%013F-HRTimeline
Heritage Wealth Management, Inc.6,045$775K0.23%-10013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,038$774K0.25%-1013F-HRTimeline
Mezzasalma Advisors, LLC6,036$774K0.2%+4413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,978$767K0.3%-82513F-HRTimeline
Arvest Bank Trust Division5,957$764K0.04%-26013F-HRTimeline
StrongBox Wealth, LLC5,939$762K0.26%+20013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,916$759K0.02%+3313F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,893$756K0.05%+1513F-HRTimeline
Ariadne Wealth Management, LP5,690$751K0.34%+28213F-HRTimeline
Bradyco, Inc.5,841$749K0.85%-85013F-HRTimeline
Investment Research Partners LLC6,119$745K0.34%13F-HRTimeline
NTV Asset Management LLC5,784$742K0.08%-28713F-HRTimeline
Heritage Family Offices, LLP5,769$740K0.34%-10113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,768$740K0.01%+2,96713F-HRTimeline
Ignite Planners, LLC5,762$739K0.12%-20813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,756$738K0.09%-2013F-HRTimelineGroup
Steadtrust LLC5,742$736K0.5%+13113F-HR/ATimeline
Radnor Capital Management, LLC5,725$734K0.11%013F-HRTimeline
Mondrian Investment Partners LTD5,724$734K0.01%13F-HRTimeline
Banco de Sabadell, S.A5,720$732K0.48%-1,21613F-HRTimeline
CFO4Life Group, LLC5,697$731K0.11%+14613F-HRTimeline
DIVERSIFIED TRUST CO5,683$729K0.01%+46913F-HRTimeline
UMB Bank, n.a.5,665$726K0.01%-25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DF DENT & CO INC5,665$726K0.01%+2,16313F-HRTimeline
Joel Isaacson & Co., LLC5,657$725K0.03%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,627$722K0.04%-3,58613F-HRTimelineGroup
Rehmann Capital Advisory Group5,617$720K0.04%+9613F-HRTimeline
Penbrook Management LLC5,610$719K0.5%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,794$715K0.12%-22513F-HRTimeline
SEEDS INVESTOR LLC5,547$711K0.15%+12013F-HRTimeline
CVA Family Office, LLC5,542$711K0.09%013F-HRTimeline
ExodusPoint Capital Management, LP5,501$705K0.01%new13F-HRTimeline
TRUST POINT INC.5,496$705K0.06%013F-HRTimeline
Cordatus Wealth Management LLC5,490$704K0.17%+1413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,473$702K+859Timeline
Foundations Investment Advisors, LLC5,434$697K0.01%-2,30113F-HRTimeline
Circle Wealth Management, LLC5,420$695K0.01%+55413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$694K0.3%013F-HRTimeline
Fulton Bank, N.A.5,386$691K0.02%+89813F-HRTimeline
Independent Advisor Alliance5,383$690K0.02%+50313F-HRTimeline
E&G Advisors, LLC5,381$690K0.16%+413F-HRTimeline
Forza Wealth Management, LLC5,349$686K0.26%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,337$684K0.02%-2513F-HRTimeline
Modera Wealth Management, LLC5,257$674K0.01%+213F-HRTimeline
Alhambra Investment Management LLC5,252$674K0.32%+10613F-HRTimeline
BURNS J W & CO INC/NY5,218$669K0.08%-26413F-HRTimeline
BXM Wealth LLC5,178$664K0.63%+25313F-HRTimeline
Moloney Securities Asset Management, LLC5,153$661K0.08%013F-HRTimeline
CHILTON INVESTMENT CO INC.5,147$660K0.01%+2,89713F-HRTimeline
Cadence Bank5,111$655K0.04%013F-HRTimeline
Kennebec Savings Bank5,098$654K0.6%-34713F-HRTimeline
O'Brien Greene & Co. Inc5,081$652K0.2%-61713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,070$650K0.05%+69013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,063$650K0.02%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…5,035$646K0.03%-3213F-HRTimeline
Altus Wealth Group LLC5,024$644K0.26%+213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,192$643K0.02%-2,18413F-HRTimelineGroup
Drucker Wealth 3.0, LLC5,006$642K0.11%-59313F-HRTimeline
Payne Capital LLC5,000$641K0.65%13F-HRTimeline
REXFORD CAPITAL INC4,994$640K0.5%+6813F-HRTimeline
Simplicity Wealth,LLC4,992$640K0.04%-3,59413F-HRTimeline
Aspen Wealth Management LLC4,975$638K0.14%+75313F-HRTimeline
Nilsine Partners, LLC4,964$637K0.06%-3013F-HRTimeline
Valley Brook Capital Group, Inc.4,959$636K0.43%013F-HRTimeline
GC Wealth Management RIA, LLC4,955$635K0.02%new13F-HRTimeline
Cascade Financial Partners, LLC4,933$633K0.07%-27213F-HRTimeline
JFS WEALTH ADVISORS, LLC4,922$631K0.04%-13213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC4,916$630K0.3%-5713F-HRTimeline
Abel Hall, LLC4,893$628K0.25%+71013F-HRTimeline
One Wealth Advisors, LLC4,892$627K0.08%+2,51613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,890$627K0.01%+59013F-HRTimelineGroup
THORNBURG INVESTMENT MANAGEMENT INC4,889$627K0.01%013F-HRTimeline
Brucke Financial, Inc.5,052$625K0.37%-1,00013F-HRTimeline
WEDBUSH SECURITIES INC4,874$625K0.02%+1,17913F-HRTimeline
FIRST AMERICAN TRUST, FSB4,856$623K0.05%+113F-HRTimeline
Visionary Horizons, LLC4,830$619K0.35%-29013F-HRTimeline
Principle Wealth Partners LLC4,822$618K0.04%-2513F-HRTimeline
Aprio Wealth Management, LLC4,792$614K0.06%+1,69613F-HRTimeline
OARSMAN CAPITAL, INC.4,779$613K0.09%-29513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,766$611K0.12%+23813F-HRTimeline
Blue Trust, Inc.4,763$611K0.01%+7813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,727$606K<0.01%013F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.4,559$604K0.08%-37713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,706$603K<0.01%-7,86613F-HRTimelineGroup
SEVEN MILE ADVISORY4,703$603K0.1%+34613F-HRTimeline
CULLINAN ASSOCIATES INC4,700$603K0.04%013F-HRTimeline
Bedel Financial Consulting, Inc.4,695$602K0.08%+25013F-HRTimeline
Mesirow Financial Investment Management…4,630$594K0.01%013F-HRTimeline
Rossmore Private Capital4,627$593K0.06%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,622$593K0.02%+2,05413F-HRTimelineGroup
Parkside Financial Bank & Trust4,587$588K0.05%-3613F-HRTimeline
Resonant Capital Advisors, LLC4,586$588K0.03%+67513F-HRTimeline
WASHINGTON TRUST Co4,581$587K0.02%013F-HRTimeline
Stablepoint Partners, LLC4,572$586K0.09%-1513F-HRTimeline
Intellectus Partners, LLC4,538$582K0.11%013F-HRTimeline
Summit Financial, LLC4,534$581K0.01%-2913F-HRTimeline
Hartford Funds Management Co LLC4,493$576K0.05%-3,17413F-HRTimeline
IHT Wealth Management, LLC4,492$576K0.01%+56113F-HRTimeline
Cyndeo Wealth Partners, LLC4,481$575K0.03%-11213F-HRTimeline
Dakota Wealth Management4,476$574K0.01%-1,57313F-HR/ATimeline
BEDDOW CAPITAL MANAGEMENT INC4,450$571K0.21%-1513F-HRTimeline
Icon Wealth Advisors, LLC4,446$570K0.04%+98113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,436$569K0.03%+31013F-HRTimeline
Clear Harbor Asset Management, LLC4,428$568K0.04%-31013F-HR/ATimeline
First City Capital Management, Inc.4,420$567K0.31%-19413F-HRTimeline
DAVIDSON TRUST CO4,410$566K0.23%-12213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,401$564K0.1%-9113F-HRTimeline
Mill Capital Management, LLC4,388$563K0.04%-5013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,385$562K0.09%-12313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,379$562K0.01%-4013F-HRTimelineGroup
Sage Mountain Advisors LLC4,378$561K0.03%+1,36713F-HRTimeline
Pinnacle West Asset Management, Inc.4,370$560K0.36%+14013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,351$558K0.01%-17713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,350$558K0.07%+56213F-HRTimeline
Violich Capital Management, Inc.4,347$557K0.07%-5013F-HRTimeline
SYON CAPITAL LLC4,346$557K0.03%+2,43313F-HRTimeline
Curbstone Financial Management Corp4,344$557K0.11%-10013F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,331$555K0.13%+82013F-HRTimeline
Tranquilli Financial Advisor LLC4,301$552K0.33%-9213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE4,300$551K<0.01%-2,00013F-HRTimelineGroup
WOLVERINE TRADING, LLC4,415$548K0.01%-5,06113F-HRTimeline
Patton Albertson Miller Group, LLC4,259$546K0.07%-53913F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC4,170$535K0.36%-37513F-HRTimeline
SteelPeak Wealth, LLC4,133$530K0.02%new13F-HRTimeline
Private Wealth Asset Management, LLC4,127$529K0.06%+513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,119$528K0.12%-4713F-HRTimeline
Cromwell Holdings LLC4,117$528K0.28%013F-HRTimeline
Hemenway Trust Co LLC4,110$527K0.04%-2513F-HRTimeline
LANARK FINANCIAL, INC.4,107$527K0.04%-7,69013F-HRTimeline
RATIONAL ADVISORS, INC.4,106$527K0.05%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,105$526K0.09%-14513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …4,095$525K0.15%+12613F-HRTimeline
Mutual Advisors, LLC3,968$522K0.01%+9413F-HRTimeline
Argyle Capital Partners, LLC4,061$521K0.37%013F-HRTimeline
Interchange Capital Partners, LLC4,054$520K0.1%+53313F-HRTimeline
S.A. Mason LLC4,040$518K0.23%013F-HRTimeline
Strategic Investment Advisors / MI4,021$515K0.06%-30213F-HR/ATimeline
NATURAL INVESTMENTS, LLC4,010$514K0.13%-3213F-HRTimeline
Klingman & Associates, LLC3,990$512K0.03%+70613F-HRTimeline
D'Orazio & Associates, Inc.3,978$510K0.07%+6013F-HRTimeline
YHB Investment Advisors, Inc.3,943$506K0.04%013F-HRTimeline
Twin Lakes Capital Management, LLC3,905$501K0.23%013F-HRTimeline
Community Financial Services Group, LLC3,896$500K0.09%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,849$494K0.08%+20713F-HRTimeline
Optas, LLC3,842$493K0.08%+46313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,829$491K<0.01%+21213F-HRTimelineGroup
Aureus Asset Management, LLC3,813$489K0.03%+19013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,812$489K0.04%-5013F-HRTimeline
RiverFront Investment Group, LLC3,798$487K0.01%-17213F-HRTimeline
Hollow Brook Wealth Management LLC3,788$486K0.11%013F-HRTimeline
Verity & Verity, LLC3,778$484K0.04%013F-HRTimeline
Monument Capital Management3,778$484K0.12%new13F-HRTimeline
Aull & Monroe Investment Management Corp3,771$484K0.25%+15013F-HRTimeline
Veracity Capital LLC3,766$483K0.16%+5913F-HRTimeline
HUB Investment Partners, LLC3,766$483K0.02%+31113F-HRTimeline
ALTFEST L J & CO INC3,758$482K0.05%-6313F-HRTimeline
ARVEST INVESTMENTS, INC.3,751$481K0.07%-4213F-HRTimeline
Opal Wealth Advisors, LLC3,731$478K0.13%+1,29313F-HRTimeline
Roxbury Financial LLC3,717$477K0.44%-113F-HRTimeline
Cohen Investment Advisors LLC3,712$476K0.23%+10913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,705$475K<0.01%+20413F-HRTimeline
Institute for Wealth Management, LLC.3,698$474K0.05%013F-HRTimeline
ACORN CREEK CAPITAL LLC3,682$472K0.18%+4713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,654$469K0.1%013F-HRTimeline
WEALTH ALLIANCE, LLC3,623$465K0.05%+5613F-HRTimeline
Pointe Capital Management LLC3,622$464K0.23%013F-HRTimeline
Composition Wealth, LLC3,619$464K0.01%+32813F-HRTimeline
Arete Wealth Advisors, LLC3,614$463K0.03%+1613F-HRTimeline
Cannell & Spears LLC3,608$463K0.01%+82213F-HRTimeline
Gitterman Wealth Management, LLC3,607$463K0.11%+31613F-HRTimeline
Glenview Trust Co3,554$456K0.01%-24613F-HRTimeline
Cetera Trust Company, N.A3,552$456K0.26%-17513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,544$454K0.03%+1713F-HRTimeline
Capital Investment Advisors, LLC3,539$454K0.01%-35513F-HRTimeline
Wealthspire Advisors, LLC3,535$453K<0.01%-1,01713F-HRTimeline
WESBANCO BANK INC3,524$452K0.01%-14013F-HRTimeline
Genus Capital Management Inc.3,522$452K0.05%+43313F-HRTimeline
Texas Yale Capital Corp.3,512$450K0.01%-44013F-HRTimeline