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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,605 managers (1,626 13F filers) reported a position in NVS shares at 2026-06-30, 135,698,664 shares in all. 112 filers opened a position and 90 filers sold out during the quarter.

Managers
1,605
13F filers
1,626
New
112
Added
527
Reduced
581
Sold out
90
Shares held by filers
135,698,664

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Qtron Investments LLC3,917$614K0.08%-5,78513F-HRTimeline
GTS SECURITIES LLC3,897$611K0.01%new13F-HRTimeline
Smith Salley Wealth Management3,892$610K0.03%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,883$609K0.08%+42513F-HRTimeline
Dakota Wealth Management3,867$606K0.01%-4013F-HRTimeline
Three Seasons Wealth, LLC3,857$604K0.06%+45713F-HRTimeline
Expressive Wealth LLC3,853$604K0.57%+37413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,847$603K0.15%-9713F-HRTimeline
Foster Group, Inc.3,834$601K0.02%+34713F-HRTimeline
MW ADVISORY, LLC3,834$601K0.24%13F-HRTimeline
Interchange Capital Partners, LLC3,832$601K0.11%+1,83713F-HRTimeline
Twin Lakes Capital Management, LLC3,830$600K0.23%013F-HRTimeline
Verity Asset Management, Inc.3,823$599K0.23%+1,83513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,812$597K0.04%+25513F-HRTimeline
Southland Equity Partners LLC3,807$597K0.1%+12213F-HRTimeline
CV Advisors LLC3,800$596K0.11%new13F-HRTimeline
Strategic Investment Advisors / MI3,798$595K0.04%-8713F-HRTimeline
Hollow Brook Wealth Management LLC3,788$594K0.12%013F-HRTimeline
Roxbury Financial LLC3,782$593K0.47%+5613F-HRTimeline
Aull & Monroe Investment Management Corp3,771$591K0.25%013F-HRTimeline
ClearAlpha Technologies LP3,757$589K1.01%+2213F-HRTimeline
Intergy Private Wealth, LLC3,740$586K0.14%+34313F-HRTimeline
Aspen Investment Management Inc3,736$586K0.16%013F-HRTimeline
New Republic Capital, LLC3,729$584K0.13%+23313F-HRTimeline
ACORN CREEK CAPITAL LLC3,727$584K0.2%-9313F-HRTimeline
Grove Bank & Trust3,722$583K0.06%-16113F-HRTimeline
Hemenway Trust Co LLC3,700$580K0.04%013F-HRTimeline
Patton Albertson Miller Group, LLC3,695$579K0.06%-8713F-HRTimeline
DAVIDSON TRUST CO3,685$578K0.23%013F-HRTimeline
Prosperity Consulting Group, LLC3,684$577K0.02%+85113F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,643$571K0.08%+4313F-HRTimeline
Perennial Investment Advisors, LLC3,638$570K0.04%+2013F-HRTimeline
Institute for Wealth Management, LLC.3,614$566K0.05%-2213F-HRTimeline
Avail Investment Partners, LLC3,614$566K0.44%+1,24013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,612$566K0.17%-43913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,608$566K0.04%+32913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,562$558K0.01%-1,46313F-HRTimeline
Cohen Investment Advisors LLC3,555$557K0.25%-8013F-HRTimeline
Pinnacle Bancorp, Inc.3,551$557K0.14%+30113F-HRTimeline
Harbour Capital Advisors, LLC3,599$554K0.1%-5513F-HRTimeline
CoreFirst Bank & Trust3,525$552K0.27%+3513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…3,517$551K0.43%-5113F-HRTimeline
Gallacher Capital Management LLC3,514$551K0.31%-2,75913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,504$549K0.03%-7713F-HRTimeline
YHB Investment Advisors, Inc.3,503$549K0.04%-5013F-HRTimeline
Cherokee Insurance Co3,500$549K0.21%013F-HRTimeline
Newman Dignan & Sheerar, Inc.3,499$548K0.1%013F-HRTimeline
Crew Capital Management, Ltd3,499$548K0.3%013F-HRTimeline
55 North Private Wealth, LLC3,497$548K0.11%+95813F-HRTimeline
Burns Matteson Capital Management, LLC3,477$545K0.17%+3113F-HRTimeline
NWAM LLC3,473$544K0.03%-4613F-HRTimeline
Canopy Partners, LLC3,458$542K0.16%-2113F-HRTimeline
INVESTED ADVISORS3,455$541K0.48%-39613F-HRTimeline
Verity & Verity, LLC3,453$541K0.04%-2513F-HRTimeline
Heck Capital Advisors, LLC3,415$535K0.03%+513F-HRTimeline
Inscription Capital, LLC3,412$535K0.05%+57713F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP3,400$533K0.18%013F-HRTimeline
Chicago Partners Investment Group LLC3,408$532K0.01%+18913F-HRTimeline
Round Hill Asset Management3,392$532K0.33%013F-HRTimeline
Revisor Wealth Management LLC3,364$527K0.13%-6213F-HRTimeline
Michels Family Financial, LLC3,342$524K0.34%013F-HRTimeline
LCM Capital Management Inc3,341$524K0.23%+6913F-HRTimeline
CPWA, LLC3,337$523K0.61%013F-HRTimeline
Range Financial Group LLC3,335$523K0.14%+2913F-HRTimeline
Severin Investments, LLC3,333$522K0.39%+23613F-HRTimeline
Hendershot Investments Inc.3,331$522K0.07%013F-HRTimeline
Axiom Investment Management LLC3,326$521K0.35%013F-HRTimeline
MCDANIEL TERRY & CO3,325$521K0.04%013F-HRTimeline
Latitude Advisors, LLC3,315$520K0.21%-5513F-HRTimeline
ARVEST INVESTMENTS, INC.3,314$519K0.06%-7013F-HRTimeline
MQS Management LLC3,314$519K0.63%new13F-HRTimeline
Family Capital Management, Inc.3,309$519K0.2%+36413F-HRTimeline
Haven Private, LLC3,296$517K0.2%-35813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,280$514K0.01%-43413F-HRTimelineGroup
Elmwood Wealth Management, Inc.3,278$514K0.13%+3813F-HRTimeline
Mondrian Investment Partners LTD3,273$513K0.01%+92013F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,273$513K0.07%-14713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,260$511K0.02%-4913F-HRTimeline
Cetera Trust Company, N.A3,252$510K0.26%-10013F-HRTimeline
King Wealth Management Group3,251$509K0.06%+5113F-HRTimeline
TWO SIGMA SECURITIES, LLC3,246$509K0.04%new13F-HRTimeline
J. M. Brown & Associates Inc.3,213$504K0.29%13F-HRTimeline
Quantum Portfolio Management LLC3,206$502K0.18%+32913F-HRTimeline
MITCHELL SINKLER & STARR/PA3,193$500K0.21%-15013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,192$500K0.02%-30013F-HRTimeline
Stokes Family Office, LLC3,189$500K0.06%-913F-HRTimeline
WEALTH ALLIANCE, LLC3,181$499K0.04%-6713F-HRTimeline
Summit Financial Wealth Advisors, LLC3,173$497K0.06%+613F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC3,170$497K0.24%-1,20013F-HRTimeline
Traveka Wealth, LLC3,165$496K0.16%-2013F-HRTimeline
44 WEALTH MANAGEMENT LLC3,161$495K0.16%-24413F-HRTimeline
SVB WEALTH LLC3,152$494K0.03%-4413F-HRTimeline
Tranquilli Financial Advisor LLC3,151$494K0.27%+5713F-HRTimeline
Capital Investment Advisors, LLC3,148$493K0.01%+2713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,134$491K0.02%+4013F-HRTimeline
Advyzon Investment Management, LLC3,105$487K0.04%+41813F-HRTimeline
Millstone Evans Group, LLC3,102$486K0.26%013F-HRTimeline
Lantern Wealth Advisors, LLC3,100$486K0.22%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,092$485K0.04%-49913F-HRTimelineGroup
Beacon Bank & Trust3,076$482K0.09%+1713F-HR/ATimeline
Western Wealth Management, LLC3,074$482K0.02%+8513F-HRTimeline
FLC Capital Advisors3,066$481K0.08%013F-HRTimeline
Bridgefront Capital, LLC3,062$480K0.13%-4,34213F-HRTimeline
Meridian Wealth Management, LLC3,060$480K0.01%-5,86913F-HRTimeline
LaFleur & Godfrey LLC3,058$479K0.06%-27913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,047$478K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,042$477K0.03%+5013F-HRTimelineGroup
TigerOak Management, L.L.C.3,041$477K0.13%-313F-HRTimeline
Capital Investment Advisory Services, L…3,041$477K0.03%-913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,040$476K0.02%+5313F-HRTimeline
Sound Income Strategies, LLC3,034$475K0.02%+2,46013F-HRTimeline
Heritage Family Offices, LLP3,012$472K0.18%-1,00613F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,012$472K0.18%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,011$472K0.32%013F-HRTimeline
Sentry LLC3,010$472K0.13%013F-HRTimeline
J HAGAN CAPITAL, INC.3,010$472K0.22%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,000$470K0.15%013F-HRTimeline
Brucke Financial, Inc.2,999$470K0.21%-1,54513F-HRTimeline
ABNER HERRMAN & BROCK LLC3,000$470K0.04%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC2,997$470K0.26%+1913F-HRTimeline
XXI WEALTH, LLC2,982$467K0.21%+51413F-HRTimeline
Pointe Capital Management LLC2,977$467K0.21%013F-HRTimeline
Apella Capital, LLC2,960$465K0.01%+5213F-HRTimeline
Robertson Stephens Wealth Management, L…2,962$464K0.01%-2613F-HRTimeline
Platform Technology Partners2,960$464K0.08%-2413F-HRTimeline
Broderick Brian C2,946$462K0.07%-17513F-HRTimeline
LRI Investments, LLC2,933$460K0.04%013F-HRTimeline
Ethos Financial Group, LLC2,892$459K0.03%-9413F-HRTimeline
BIP Wealth, LLC2,929$459K0.01%+91513F-HRTimeline
Range Advisory, LLC2,911$456K0.05%new13F-HRTimeline
Canal Capital Management, LLC2,906$455K0.06%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,903$455K0.02%013F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,900$454K0.02%013F-HRTimelineGroup
National Philanthropic Trust2,896$454K0.01%013F-HRTimeline
SPWM Advisors LLC2,948$453K0.42%-92113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,881$452K0.17%-14613F-HRTimeline
South Shore Capital Advisors2,870$450K0.3%-26,93313F-HRTimeline
Cove Private Wealth, LLC2,867$449K0.09%+1,24113F-HRTimeline
LANARK FINANCIAL, INC.2,866$449K0.03%-4413F-HRTimeline
Community Bank & Trust, Waco, Texas2,851$447K0.08%013F-HRTimeline
one8zero8, LLC2,852$447K0.09%013F-HRTimeline
WULFF, HANSEN & CO.2,850$447K0.34%-1513F-HRTimeline
Symmetry Partners, LLC2,848$446K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,835$445K0.12%+63513F-HRTimeline
Legacy Advisors, LLC2,837$445K0.04%+33013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,828$443K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,821$442K0.07%-28613F-HRTimeline
Rossby Financial, LCC2,816$441K0.08%-8513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,815$441K0.02%+9913F-HRTimelineGroup
Integrated Advisors Network LLC2,809$440K0.02%-1113F-HRTimeline
WOODSTOCK CORP2,807$440K0.04%-22213F-HRTimeline
Flywheel Private Wealth LLC2,796$438K0.22%013F-HRTimeline
EWA, LLC2,790$437K0.08%+413F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,788$437K0.01%-6,08013F-HRTimeline
Magnus Financial Group LLC2,782$436K0.03%013F-HRTimeline
High Net Worth Advisory Group LLC2,779$436K0.09%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,762$433K0.03%new13F-HRTimeline
Mission Financial Group, LLC2,762$433K0.36%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,818$430K0.02%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,733$428K0.02%013F-HRTimeline
Northstar Group, Inc.2,729$428K0.06%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,716$426K0.02%+22613F-HRTimeline
Roundview Capital LLC2,707$424K0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,701$423K0.05%+17313F-HRTimeline
PHILADELPHIA TRUST CO2,700$423K0.03%013F-HRTimeline
Kapstone Financial Advisors LLC2,695$422K0.18%013F-HRTimeline
NorthRock Partners, LLC2,692$422K0.01%+44213F-HRTimeline
Gotham Asset Management, LLC2,683$420K<0.01%013F-HRTimeline
Independence Wealth Advisors, LLC2,679$420K0.21%+25613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,676$419K<0.01%-11,28713F-HRTimelineGroup
CoreCap Advisors, LLC2,671$419K0.01%+1,07413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,670$418K0.1%-713F-HRTimeline
Hilton Head Capital Partners, LLC2,656$416K0.21%+513F-HRTimeline
Quad-Cities Investment Group, LLC2,643$414K0.15%-3213F-HRTimeline
Icon Wealth Advisors, LLC2,643$414K0.02%-1,83613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,632$412K0.08%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,628$412K0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC2,626$412K0.01%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,621$411K0.03%013F-HRTimeline
Eagle Strategies LLC2,616$410K0.04%-1413F-HRTimeline
MONECO ADVISORS, LLC2,613$409K0.03%+4413F-HRTimeline
Intrua Financial, LLC2,609$409K0.04%-513F-HRTimeline
Meridian Wealth Advisors, LLC2,601$408K0.05%013F-HRTimeline
Stegent Equity Advisors, Inc.2,599$407K0.29%-1,74413F-HRTimeline
Beverly Hills Private Wealth, LLC2,596$407K0.08%-5,27513F-HRTimeline
BSW Wealth Partners2,595$407K0.05%-17713F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,594$407K0.18%013F-HRTimeline
Key Financial Inc2,592$406K0.07%-6713F-HRTimeline
Grey Ledge Advisors, LLC2,576$404K0.08%013F-HRTimeline
Delaney Dennis R2,575$404K0.13%013F-HRTimeline
Quantum Financial Advisors, LLC2,574$403K0.04%+1013F-HRTimeline
Rydar Equities, Inc.2,630$403K0.23%new13F-HRTimeline
Compass Ion Advisors, LLC2,560$401K0.03%-3113F-HRTimeline
Prairie Wealth Advisors, Inc.0$400K0.1%new13F-HRTimelineAmount filed as zero, left out of ratios.
GF FUND MANAGEMENT CO. LTD.2,542$398K<0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC2,476$396K0.03%+1313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,516$394K0.02%+1613F-HRTimeline
JACOBS & CO/CA2,520$394K0.03%013F-HRTimeline
JGP Wealth Management, LLC2,511$394K0.04%-2513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,509$393K0.11%013F-HRTimeline