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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,581 managers (1,605 13F filers) reported a position in NVS shares at 2026-03-31, 144,263,603 shares in all. 174 filers opened a position and 88 filers sold out during the quarter.

Managers
1,581
13F filers
1,605
New
174
Added
534
Reduced
551
Sold out
88
Shares held by filers
144,263,603

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
StrongBox Wealth, LLC6,789$1.04M0.33%013F-HRTimeline
Financial Engines Advisors L.L.C.6,772$1.03M<0.01%+9813F-HRTimeline
AlphaCore Capital LLC6,770$1.03M0.02%-15,06513F-HRTimeline
Wedmont Private Capital6,692$1.03M0.03%-72413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,760$1.03M0.24%-7513F-HRTimeline
Anchor Investment Management, LLC6,726$1.03M0.09%013F-HRTimeline
Southeast Asset Advisors, LLC6,716$1.03M0.11%+22513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,702$1.02M<0.01%-46413F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC6,698$1.02M0.3%-5513F-HRTimeline
Rehmann Capital Advisory Group6,697$1.02M0.05%+91313F-HRTimeline
FIRST HORIZON CORP6,664$1.02M0.04%013F-HRTimeline
UMB Bank, n.a.6,664$1.02M0.01%-1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUB Investment Partners, LLC6,658$1.02M0.02%+2,01713F-HRTimeline
Mezzasalma Advisors, LLC6,658$1.02M0.26%+29713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,614$1.01M0.01%+16213F-HRTimelineGroup
Marotta Asset Management6,491$1.01M0.19%-313F-HRTimeline
Madson Wealth Advisors Inc6,559$1M0.83%13F-HRTimeline
SEEDS INVESTOR LLC6,503$997K0.14%+53313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,504$994K0.03%+2,68113F-HR/ATimelineGroup
HARRELL INVESTMENT PARTNERS, LLC6,490$991K0.24%-15013F-HRTimeline
Joel Isaacson & Co., LLC6,486$991K0.03%+4413F-HRTimeline
MEANS INVESTMENT CO., INC.6,455$986K0.09%-13213F-HRTimeline
SYKON CAPITAL LLC6,403$978K0.33%013F-HRTimeline
CONNABLE OFFICE INC6,401$978K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA6,394$977K0.09%+10813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,392$976K0.04%013F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC6,362$972K0.01%+54113F-HRTimeline
LEE DANNER & BASS INC6,340$968K0.06%-61913F-HRTimeline
Gallacher Capital Management LLC6,273$958K0.37%-10413F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.6,262$957K0.16%+1,45513F-HRTimelineGroup
JNBA Financial Advisors6,249$954K0.08%-22513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,234$952K<0.01%-4,53113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,221$950K0.04%013F-HRTimeline
West Family Investments, Inc.6,203$948K0.33%-6,51913F-HRTimeline
Arvest Bank Trust Division6,176$943K0.05%+45413F-HRTimeline
Bangor Savings Bank6,171$943K0.08%-47413F-HRTimeline
Resonant Capital Advisors, LLC6,164$942K0.05%+1,52413F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,153$940K0.06%+24713F-HRTimeline
MOTCO6,145$939K0.09%-7413F-HRTimeline
Investment Research Partners LLC6,123$935K0.38%-7213F-HRTimeline
TRUST POINT INC.6,112$934K0.08%+61613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,093$931K0.07%+86013F-HRTimeline
Meriwether Wealth & Planning, LLC6,073$928K0.51%-3,43613F-HRTimeline
Heritage Wealth Management, Inc.6,052$924K0.46%+713F-HRTimeline
SCHULHOFF & CO INC6,050$924K0.38%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,038$922K0.29%013F-HRTimeline
Wealthspire Advisors, LLC6,035$922K0.01%-22113F-HRTimeline
Keel Point, LLC6,015$919K0.06%-2,06613F-HRTimeline
Dickmeyer Boyce Financial Management, I…6,007$918K0.54%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,002$917K0.04%-3,42313F-HRTimeline
Peoples Bank/KS5,990$915K0.92%-4013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,976$913K0.36%-213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,941$907K0.1%-2513F-HRTimelineGroup
Bradyco, Inc.5,841$892K0.69%013F-HRTimeline
Goldstone Financial Group, LLC5,838$892K0.1%-1,04113F-HRTimeline
Fulton Bank, N.A.5,834$891K0.03%-76513F-HRTimeline
Calydon Capital5,806$887K0.14%+7913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,794$885K0.13%013F-HRTimeline
NTV Asset Management LLC5,784$884K0.1%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,780$883K0.02%+41413F-HRTimeline
Steadtrust LLC5,767$881K0.5%+2513F-HRTimeline
Radnor Capital Management, LLC5,725$874K0.13%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,666$865K+3,250Timeline
Davis Investment Partners, LLC5,658$864K0.31%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,640$862K0.09%+1,34413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,636$861K<0.01%new13F-HRTimelineGroup
NEVILLE RODIE & SHAW INC5,610$857K0.06%-80013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,594$854K0.04%-72713F-HRTimeline
Parkside Financial Bank & Trust5,576$852K0.07%+19313F-HRTimeline
Larry Mathis Financial Planning, LLC5,575$852K0.76%-13213F-HRTimeline
DIVERSIFIED TRUST CO5,554$848K0.02%-10113F-HRTimeline
CVA Family Office, LLC5,542$847K0.09%013F-HRTimeline
Penbrook Management LLC5,540$846K0.64%-7013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC5,533$845K0.64%-1,67013F-HRTimeline
Aureus Asset Management, LLC5,495$839K0.06%+1,18313F-HRTimeline
Altus Wealth Group LLC5,458$834K0.34%-4013F-HRTimeline
Simplicity Wealth,LLC5,440$831K0.05%+30313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,436$830K0.03%+33913F-HRTimelineGroup
Diesslin Group, Inc.5,434$830K0.37%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,416$827K0.25%+54513F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC5,410$826K0.34%013F-HRTimeline
JMN Financial LLC5,386$823K0.81%-93713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,383$822K0.11%+1,05913F-HRTimeline
Texas Bank & Trust Co5,378$821K0.31%-1,20513F-HRTimeline
XML Financial, LLC5,376$821K0.07%-11013F-HRTimeline
Summit Financial, LLC5,353$818K0.01%+84613F-HRTimeline
IHT Wealth Management, LLC5,342$816K0.02%+60513F-HRTimeline
Regal Investment Advisors LLC5,322$813K0.05%+27213F-HRTimeline
Ariadne Wealth Management, LP5,319$812K0.36%013F-HRTimeline
Forza Wealth Management, LLC5,274$806K0.28%013F-HRTimeline
Kennebec Savings Bank5,253$802K0.72%-6313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,253$802K0.01%+31713F-HRTimelineGroup
Alhambra Investment Management LLC5,232$799K0.37%-2613F-HRTimeline
Banco de Sabadell, S.A5,281$796K0.53%-38913F-HRTimeline
Circle Wealth Management, LLC5,196$794K0.01%-13413F-HRTimeline
E&G Advisors, LLC5,177$791K0.18%-10413F-HRTimeline
FIRST AMERICAN TRUST, FSB5,123$782K0.05%+26513F-HRTimeline
DF DENT & CO INC5,115$781K0.01%+1,78413F-HRTimeline
O'Brien Greene & Co. Inc5,081$776K0.22%013F-HRTimeline
Monument Capital Management5,076$775K0.19%+69013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,025$768K0.02%+1,16313F-HR/ATimeline
GC Wealth Management RIA, LLC5,022$767K0.03%+1,30713F-HRTimeline
Drucker Wealth 3.0, LLC5,012$766K0.13%+3513F-HRTimeline
CFO4Life Group, LLC5,010$765K0.12%-69913F-HRTimeline
REXFORD CAPITAL INC5,002$764K0.55%+813F-HRTimeline
NATURAL INVESTMENTS, LLC5,007$764K0.19%+30513F-HRTimeline
Payne Capital LLC5,000$764K0.7%013F-HRTimeline
One Wealth Advisors, LLC4,955$757K0.09%+5913F-HRTimeline
Arax Advisory Partners5,021$757K0.02%-2,19213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC4,941$755K0.08%+45013F-HRTimeline
Colter Lewis Investment Partners LLC4,933$754K0.71%new13F-HRTimeline
Modera Wealth Management, LLC4,925$752K0.01%-47313F-HRTimeline
BURNS J W & CO INC/NY4,918$751K0.09%013F-HRTimeline
Crestwood Advisors Group, LLC4,892$747K0.01%+91313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC5,120$745K0.39%-39613F-HRTimeline
JFS WEALTH ADVISORS, LLC4,875$745K0.04%-4713F-HRTimeline
BXM Wealth LLC4,840$739K0.57%-37,97713F-HRTimeline
Federation des caisses Desjardins du Qu…4,799$733K<0.01%+24413F-HRTimeline
Principle Wealth Partners LLC4,772$729K0.04%-2813F-HRTimeline
Valley Brook Capital Group, Inc.4,767$728K0.49%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,842$728K0.05%-1,94413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,758$727K0.02%+12013F-HRTimeline
Veracity Capital LLC4,756$727K0.26%+99013F-HRTimeline
Net Worth Advisory Group4,756$726K0.15%-28313F-HRTimeline
Cascade Financial Partners, LLC4,733$723K0.07%-10013F-HRTimeline
Greenspring Advisors, LLC4,733$723K0.04%+43713F-HRTimeline
Sigma Planning Corp4,716$720K0.02%-38113F-HRTimeline
CULLINAN ASSOCIATES INC4,700$718K0.06%013F-HRTimeline
Bedel Financial Consulting, Inc.4,682$715K0.08%-1313F-HRTimeline
Visionary Horizons, LLC4,680$715K0.35%+1013F-HRTimeline
Convergence Financial, LLC4,670$713K0.08%+2,22413F-HRTimeline
SYON CAPITAL LLC4,649$710K0.04%+1813F-HRTimeline
Cyndeo Wealth Partners, LLC4,646$710K0.04%+15513F-HRTimeline
Opal Wealth Advisors, LLC4,634$708K0.16%+52213F-HRTimeline
Gateway Wealth Partners, LLC4,616$705K0.03%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC4,605$703K0.12%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,602$703K0.12%-57113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,597$702K+1,283Timeline
Rossmore Private Capital4,581$700K0.06%-14613F-HRTimeline
Mraz, Amerine & Associates, Inc.4,552$695K0.1%-1,74613F-HRTimeline
Brucke Financial, Inc.4,544$694K0.35%-1,32713F-HRTimeline
Cordatus Wealth Management LLC4,541$694K0.17%-73313F-HRTimeline
Hanson & Doremus Investment Management4,528$692K0.08%+3,90313F-HRTimeline
Stablepoint Partners, LLC4,530$692K0.1%+3913F-HRTimeline
XPONANCE LLC4,507$688K<0.01%+96113F-HRTimeline
Foundations Investment Advisors, LLC4,504$688K0.01%+27513F-HRTimeline
RNC CAPITAL MANAGEMENT LLC4,497$687K0.03%-10113F-HRTimeline
Nilsine Partners, LLC4,762$687K0.05%-30913F-HRTimeline
WASHINGTON TRUST Co4,467$682K0.02%-7613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,413$674K0.12%+3013F-HRTimeline
SmartHarvest Portfolios, LLC4,407$673K0.28%+1,56513F-HRTimeline
Texas Yale Capital Corp.4,392$671K0.02%+30013F-HRTimeline
Mill Capital Management, LLC4,388$670K0.05%013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC4,370$668K0.33%-20013F-HRTimeline
Clear Harbor Asset Management, LLC4,362$666K0.05%-6613F-HRTimeline
HBK Sorce Advisory LLC4,557$665K0.01%+19513F-HRTimeline
Stegent Equity Advisors, Inc.4,343$663K0.57%+1,68713F-HRTimeline
WEDBUSH SECURITIES INC4,323$660K0.02%-81113F-HRTimeline
First City Capital Management, Inc.4,321$660K0.35%+113F-HRTimeline
OARSMAN CAPITAL, INC.4,320$660K0.08%-11013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,310$658K0.05%new13F-HRTimelineGroup
Klingman & Associates, LLC4,293$656K0.03%+15413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,286$655K0.04%+1,08613F-HRTimelineGroup
WESBANCO BANK INC4,265$651K0.02%+91513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC4,264$651K0.09%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,232$646K0.07%-30013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,227$646K0.16%+14613F-HRTimeline
CX Institutional4,203$642K0.02%-60913F-HRTimeline
Curbstone Financial Management Corp4,194$641K0.12%-15013F-HRTimeline
Icon Wealth Advisors, LLC4,479$640K0.04%-18913F-HRTimeline
D'Orazio & Associates, Inc.4,187$640K0.08%+5913F-HRTimeline
ANCHYRA PARTNERS LLC4,170$637K0.19%+79213F-HRTimeline
FDx Advisors, Inc.4,156$635K0.2%new13F-HRTimeline
Pinnacle West Asset Management, Inc.4,155$635K0.43%-11513F-HRTimeline
Financial & Tax Architects, LLC4,135$632K0.14%-2,46713F-HRTimeline
Private Wealth Asset Management, LLC4,127$630K0.07%013F-HRTimeline
Sovran Advisors, LLC4,259$630K0.05%+89713F-HRTimeline
Cromwell Holdings LLC4,117$629K0.35%013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC4,114$628K0.01%-77513F-HRTimeline
PFG Investments, LLC4,101$626K0.03%-9813F-HRTimeline
R Squared Ltd4,097$626K0.34%+1,76413F-HRTimeline
Argyle Capital Partners, LLC4,094$625K0.45%+3313F-HRTimeline
Composition Wealth, LLC4,089$625K0.01%+43813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,070$622K0.02%-99313F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC4,051$619K0.21%-13713F-HRTimeline
Violich Capital Management, Inc.4,047$618K0.07%-30013F-HRTimeline
Cannell & Spears LLC4,047$618K0.01%-1,06113F-HR/ATimeline
Ausdal Financial Partners, Inc.4,042$617K0.03%+2,00313F-HRTimeline
S.A. Mason LLC4,040$617K0.23%013F-HRTimeline
SEVEN MILE ADVISORY4,023$615K0.44%+6113F-HRTimeline
Heritage Family Offices, LLP4,018$614K0.27%-1,13413F-HRTimeline
Pure Financial Advisors, LLC4,010$613K0.01%+66713F-HRTimeline
RiverFront Investment Group, LLC3,981$608K0.01%+16513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,944$602K0.17%013F-HRTimeline
Aspen Wealth Management LLC3,941$602K0.12%013F-HRTimeline
Dakota Wealth Management3,907$597K0.01%-78313F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,902$596K<0.01%+31313F-HRTimeline
Smith Salley Wealth Management3,892$595K0.03%+50013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,892$595K0.08%+21513F-HRTimeline
Strategic Investment Advisors / MI3,885$593K0.04%-5513F-HRTimeline