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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,499 managers (1,516 13F filers) reported a position in NVS shares at 2025-12-31, 133,260,942 shares in all. 130 filers opened a position and 68 filers sold out during the quarter.

Managers
1,499
13F filers
1,516
New
130
Added
496
Reduced
478
Sold out
68
Shares held by filers
133,260,942

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
B. Riley Wealth Advisors, Inc.6,786$936K0.04%-1,18613F-HRTimeline
Gilliland Jeter Wealth Management LLC6,753$931K0.28%013F-HRTimeline
Anchor Investment Management, LLC6,726$927K0.08%013F-HRTimeline
UMB Bank, n.a.6,675$920K0.01%+1,01013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Engines Advisors L.L.C.6,674$920K<0.01%-1813F-HRTimeline
FIRST HORIZON CORP6,664$919K0.04%013F-HRTimeline
Bangor Savings Bank6,645$916K0.07%-25613F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC6,640$915K0.22%+5713F-HRTimeline
Financial & Tax Architects, LLC6,602$910K0.2%-35313F-HRTimeline
Fulton Bank, N.A.6,599$910K0.03%+1,21313F-HRTimeline
MEANS INVESTMENT CO., INC.6,587$908K0.08%013F-HRTimeline
Texas Bank & Trust Co6,583$908K0.33%-2013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,794$906K0.13%013F-HRTimeline
Lantz Financial LLC6,542$902K0.19%-21913F-HRTimeline
Marotta Asset Management6,494$895K0.17%-7813F-HRTimeline
Southeast Asset Advisors, LLC6,491$895K0.08%013F-HRTimeline
JNBA Financial Advisors6,474$893K0.08%-18313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,452$890K0.01%+39513F-HRTimelineGroup
Joel Isaacson & Co., LLC6,442$888K0.03%+78513F-HRTimeline
NEVILLE RODIE & SHAW INC6,410$884K0.06%013F-HRTimeline
SYKON CAPITAL LLC6,403$883K0.28%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,392$881K0.03%+20013F-HRTimelineGroup
Mezzasalma Advisors, LLC6,361$881K0.21%+32513F-HRTimeline
Gallacher Capital Management LLC6,377$879K0.34%013F-HRTimeline
Avior Wealth Management, LLC6,370$878K0.03%+813F-HRTimeline
CENTAURUS FINANCIAL, INC.6,321$872K0.04%-90113F-HRTimeline
JMN Financial LLC6,323$872K0.87%13F-HRTimeline
Mraz, Amerine & Associates, Inc.6,298$868K0.13%013F-HRTimeline
PRIVATE TRUST CO NA6,286$867K0.08%+20613F-HRTimeline
Wealthspire Advisors, LLC6,256$862K0.01%+2,72113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,221$858K0.03%+16913F-HRTimeline
MOTCO6,219$857K0.08%-16913F-HRTimeline
Ariadne Wealth Management, LP5,319$857K0.35%-37113F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…6,200$855K0.13%new13F-HRTimelineGroup
Investment Research Partners LLC6,195$854K0.37%+7613F-HRTimeline
SCHULHOFF & CO INC6,050$834K0.35%-713F-HRTimeline
Heritage Wealth Management, Inc.6,045$833K0.23%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,038$832K0.26%013F-HRTimeline
Peoples Bank/KS6,030$831K0.84%-23013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,978$824K0.31%013F-HRTimeline
SEEDS INVESTOR LLC5,970$823K0.16%+42313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,966$823K0.09%+21013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC5,906$814K0.05%+1313F-HRTimeline
Brucke Financial, Inc.5,871$809K0.44%+81913F-HRTimeline
Bradyco, Inc.5,841$805K1%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,815$803K<0.01%-42513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,821$803K0.01%+5313F-HRTimeline
Rehmann Capital Advisory Group5,784$797K0.04%+16713F-HRTimeline
NTV Asset Management LLC5,784$797K0.08%013F-HRTimeline
Steadtrust LLC5,742$792K0.49%013F-HRTimeline
Calydon Capital5,727$790K0.13%-59313F-HRTimeline
Radnor Capital Management, LLC5,725$789K0.12%013F-HRTimeline
Arvest Bank Trust Division5,722$789K0.04%-23513F-HRTimeline
CFO4Life Group, LLC5,709$787K0.11%+1213F-HRTimeline
Larry Mathis Financial Planning, LLC5,707$787K0.69%13F-HRTimeline
Banco de Sabadell, S.A5,670$781K0.51%-5013F-HRTimeline
DIVERSIFIED TRUST CO5,655$780K0.01%-2813F-HRTimeline
New Republic Capital, LLC5,629$776K0.21%+3,28913F-HRTimeline
Blue Trust, Inc.5,610$774K0.01%+84713F-HRTimeline
Penbrook Management LLC5,610$773K0.53%013F-HRTimeline
CVA Family Office, LLC5,542$764K0.09%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC5,516$760K0.36%+60013F-HRTimeline
Altus Wealth Group LLC5,498$758K0.3%+47413F-HRTimeline
TRUST POINT INC.5,496$758K0.06%013F-HRTimeline
XML Financial, LLC5,486$756K0.06%-72513F-HRTimeline
Diesslin Group, Inc.5,434$749K0.3%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$746K0.31%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,404$745K<0.01%-858,22913F-HRTimelineGroup
Modera Wealth Management, LLC5,398$744K0.01%+14113F-HRTimeline
Mondrian Investment Partners LTD5,390$743K0.01%-33413F-HRTimeline
Parkside Financial Bank & Trust5,383$742K0.06%+79613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,366$740K0.02%+2,22813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,337$736K0.02%013F-HRTimeline
Circle Wealth Management, LLC5,330$735K0.01%-9013F-HRTimeline
Kennebec Savings Bank5,316$733K0.63%+21813F-HRTimeline
E&G Advisors, LLC5,281$728K0.16%-10013F-HRTimeline
Forza Wealth Management, LLC5,274$727K0.26%-7513F-HRTimeline
Cordatus Wealth Management LLC5,274$727K0.17%-21613F-HRTimeline
Alhambra Investment Management LLC5,258$725K0.34%+613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,233$721K0.05%+16313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE5,200$717K<0.01%+90013F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…5,173$713K0.13%+40713F-HRTimeline
Heritage Family Offices, LLP5,152$710K0.32%-61713F-HRTimeline
CHILTON INVESTMENT CO INC.5,147$710K0.01%013F-HRTimeline
Simplicity Wealth,LLC5,137$708K0.04%+14513F-HRTimeline
WEDBUSH SECURITIES INC5,134$708K0.02%+26013F-HRTimeline
Cannell & Spears LLC5,108$704K0.01%+1,50013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,097$703K0.02%+1,83413F-HRTimelineGroup
Sigma Planning Corp5,097$703K0.02%-6,07113F-HRTimeline
O'Brien Greene & Co. Inc5,081$701K0.21%013F-HRTimeline
SPWM Advisors LLC5,075$700K0.67%13F-HRTimeline
Nilsine Partners, LLC5,071$699K0.06%+10713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,063$698K0.02%013F-HR/ATimelineGroup
Regal Investment Advisors LLC5,050$696K0.04%new13F-HRTimeline
Net Worth Advisory Group5,039$695K0.14%-1,57013F-HRTimeline
Payne Capital LLC5,000$689K0.7%013F-HRTimeline
REXFORD CAPITAL INC4,994$689K0.52%013F-HRTimeline
Drucker Wealth 3.0, LLC4,977$686K0.12%-2913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,950$682K0.03%-8513F-HR/ATimeline
HBK Sorce Advisory LLC4,362$682K0.02%+92413F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC4,940$681K0.26%+49013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,936$681K0.01%+4613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,922$679K0.04%013F-HRTimeline
BURNS J W & CO INC/NY4,918$678K0.08%-30013F-HRTimeline
BXM Wealth LLC42,817$676K0.52%+37,63913F-HRTimeline
One Wealth Advisors, LLC4,896$675K0.08%+413F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC4,889$674K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,875$672K0.03%+1,60413F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …4,871$672K0.2%+77613F-HRTimeline
Henshaw Capital LLC4,865$671K0.02%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB4,858$670K0.05%+213F-HRTimeline
Cascade Financial Partners, LLC4,833$666K0.07%-10013F-HRTimeline
CX Institutional4,812$663K0.02%-5,48413F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.4,807$663K0.19%13F-HRTimelineGroup
Stokes Family Office, LLC4,805$662K0.06%new13F-HRTimeline
Principle Wealth Partners LLC4,800$662K0.04%-2213F-HRTimeline
Valley Brook Capital Group, Inc.4,767$657K0.43%-19213F-HRTimeline
Cadence Bank4,749$655K0.04%-36213F-HRTimeline
IHT Wealth Management, LLC4,737$653K0.02%+24513F-HRTimeline
Rossmore Private Capital4,727$652K0.06%+10013F-HRTimeline
NATURAL INVESTMENTS, LLC4,702$648K0.16%+69213F-HRTimeline
CULLINAN ASSOCIATES INC4,700$648K0.04%013F-HRTimeline
Bedel Financial Consulting, Inc.4,695$647K0.07%013F-HRTimeline
Dakota Wealth Management4,690$647K0.01%+21413F-HR/ATimeline
Visionary Horizons, LLC4,670$644K0.33%-16013F-HRTimeline
Icon Wealth Advisors, LLC4,668$644K0.04%+22213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,646$641K0.02%+2413F-HRTimelineGroup
HUB Investment Partners, LLC4,641$640K0.02%+87513F-HRTimeline
Resonant Capital Advisors, LLC4,640$640K0.04%+5413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,638$639K0.02%+28713F-HRTimeline
SYON CAPITAL LLC4,631$638K0.03%+28513F-HRTimeline
Mesirow Financial Investment Management…4,619$637K0.01%-1113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,606$635K0.01%new13F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC4,598$634K0.03%+16213F-HRTimeline
Revisor Wealth Management LLC4,457$631K0.17%+2,11813F-HRTimeline
EFG International AGin group EFG International AG4,573$630K0.01%13F-HRTimelineGroup
ALLEN WEALTH MANAGEMENT, LLC4,570$630K0.38%+40013F-HRTimeline
South Shore Capital Advisors4,565$629K0.46%13F-HRTimeline
Federation des caisses Desjardins du Qu…4,555$628K<0.01%-1,54913F-HRTimeline
WASHINGTON TRUST Co4,543$626K0.02%-3813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,532$625K0.07%13F-HRTimeline
Summit Financial, LLC4,507$621K0.01%-2713F-HRTimeline
Stablepoint Partners, LLC4,491$619K0.1%-8113F-HRTimeline
Cyndeo Wealth Partners, LLC4,491$619K0.03%+1013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC4,491$619K0.08%-2,33113F-HRTimeline
OARSMAN CAPITAL, INC.4,430$611K0.08%-34913F-HRTimeline
Clear Harbor Asset Management, LLC4,428$610K0.04%013F-HRTimeline
Mill Capital Management, LLC4,388$605K0.04%013F-HRTimeline
Sage Mountain Advisors LLC4,386$605K0.03%+813F-HRTimeline
Monument Capital Management4,386$605K0.15%+60813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,383$604K0.11%-1813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,381$604K0.01%+213F-HRTimelineGroup
LANARK FINANCIAL, INC.4,359$601K0.05%+25213F-HRTimeline
Violich Capital Management, Inc.4,347$599K0.07%013F-HRTimeline
Curbstone Financial Management Corp4,344$599K0.11%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,326$596K0.09%-5913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,324$596K0.1%+21913F-HRTimeline
First City Capital Management, Inc.4,320$596K0.31%-10013F-HRTimeline
Aureus Asset Management, LLC4,312$595K0.04%+49913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,296$592K0.06%-5413F-HRTimeline
Greenspring Advisors, LLC4,296$592K0.04%new13F-HRTimeline
Pinnacle West Asset Management, Inc.4,270$589K0.38%-10013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.4,272$589K0.01%+1,73013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC4,264$588K0.08%13F-HRTimeline
Tranquilli Financial Advisor LLC4,231$583K0.34%-7013F-HRTimeline
Foundations Investment Advisors, LLC4,229$583K0.01%-1,20513F-HRTimeline
PFG Investments, LLC4,199$579K0.03%+1,13113F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,188$577K0.19%+68013F-HRTimeline
Klingman & Associates, LLC4,139$571K0.03%+14913F-HRTimeline
Mutual Advisors, LLC4,136$570K0.01%+16813F-HRTimeline
D'Orazio & Associates, Inc.4,128$569K0.07%+15013F-HRTimeline
Private Wealth Asset Management, LLC4,127$569K0.06%013F-HRTimeline
Cromwell Holdings LLC4,117$568K0.31%013F-HRTimeline
Opal Wealth Advisors, LLC4,112$567K0.15%+38113F-HRTimeline
Texas Yale Capital Corp.4,092$564K0.02%+58013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,081$563K0.14%-3813F-HRTimeline
Argyle Capital Partners, LLC4,061$560K0.41%013F-HRTimeline
S.A. Mason LLC4,040$557K0.22%013F-HRTimeline
Patton Albertson Miller Group, LLC4,023$555K0.07%-23613F-HRTimeline
Crestwood Advisors Group, LLC3,979$549K0.01%+1,04013F-HRTimeline
INVESTED ADVISORS3,974$548K0.57%+12813F-HRTimeline
SEVEN MILE ADVISORY3,962$546K0.09%-74113F-HRTimeline
Interchange Capital Partners, LLC3,950$545K0.1%-10413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,944$544K0.15%+29013F-HRTimeline
Aspen Wealth Management LLC3,941$543K0.11%-1,03413F-HRTimeline
Strategic Investment Advisors / MI3,940$543K0.05%-8113F-HRTimeline
Hemenway Trust Co LLC3,930$542K0.04%-18013F-HRTimeline
Twin Lakes Capital Management, LLC3,905$538K0.24%013F-HRTimeline
Summit Trail Advisors, LLC3,888$536K0.01%-3,16913F-HRTimeline
YHB Investment Advisors, Inc.3,883$535K0.04%-6013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,871$534K0.08%-2,29513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,862$532K0.01%+70713F-HRTimeline
Intellectus Partners, LLC3,859$532K0.1%-67913F-HRTimeline
Optas, LLC3,839$529K0.08%-313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,823$527K0.02%+62213F-HRTimelineGroup
RiverFront Investment Group, LLC3,816$526K0.01%+1813F-HRTimeline
Aspen Investment Management Inc3,790$523K0.16%new13F-HRTimeline
Hollow Brook Wealth Management LLC3,788$522K0.14%013F-HRTimeline
EVOKE WEALTH, LLC3,785$522K0.01%+1,00213F-HRTimeline
Verity & Verity, LLC3,778$521K0.04%013F-HRTimeline