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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,325 managers (1,344 13F filers) reported a position in NVS shares at 2024-12-31, 130,383,854 shares in all. 77 filers opened a position and 105 filers sold out during the quarter.

Managers
1,325
13F filers
1,344
New
77
Added
420
Reduced
469
Sold out
105
Shares held by filers
130,383,854

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Institute for Wealth Management, LLC.3,699$360K0.05%-3313F-HRTimeline
Newman Dignan & Sheerar, Inc.3,699$360K0.09%013F-HRTimeline
D'Orazio & Associates, Inc.3,687$359K0.05%-17513F-HRTimeline
WESBANCO BANK INC3,664$357K0.01%-40513F-HRTimeline
Sound View Wealth Advisors Group, LLC3,661$356K0.03%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,654$356K0.08%013F-HRTimeline
Aull & Monroe Investment Management Corp3,641$354K0.18%-20013F-HRTimeline
Financial Engines Advisors L.L.C.3,640$354K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A3,627$353K0.23%-6013F-HRTimeline
Beacon Bank & Trust3,626$353K0.08%-59613F-HRTimeline
Simplicity Wealth,LLC3,621$352K0.07%+1,24413F-HRTimeline
Belvedere Trading LLC3,615$352K0.03%-20213F-HRTimeline
Arete Wealth Advisors, LLC3,607$351K0.03%+8713F-HRTimeline
Crew Capital Management, Ltd3,599$350K0.29%013F-HRTimeline
Pointe Capital Management LLC3,598$350K0.2%+5613F-HR/ATimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …3,596$350K0.11%+27713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,039$350K0.03%013F-HRTimeline
SEVEN MILE ADVISORY3,587$349K0.22%-43613F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.3,582$349K0.3%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,550$345K0.1%-60013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC3,545$345K0.02%-13713F-HRTimeline
Optas, LLC3,542$345K0.07%-26513F-HRTimeline
Robertson Stephens Wealth Management, L…3,526$343K0.01%+21013F-HRTimeline
YHB Investment Advisors, Inc.3,523$343K0.03%-60013F-HRTimeline
Cherokee Insurance Co3,500$341K0.15%13F-HRTimeline
Main Street Financial Solutions, LLC3,499$340K0.03%-92113F-HRTimeline
Sachetta, LLC3,498$340K0.13%-513F-HRTimeline
LaFleur & Godfrey LLC3,497$340K0.05%013F-HR/ATimeline
MMBG INVESTMENT ADVISORS CO.3,492$340K0.04%-1,51013F-HRTimeline
Michels Family Financial, LLC3,482$339K0.31%13F-HRTimeline
Latitude Advisors, LLC3,479$339K0.19%-2213F-HRTimeline
Maia Wealth LLC3,264$337K0.07%+89613F-HRTimeline
DF DENT & CO INC3,465$337K<0.01%013F-HRTimeline
Verition Fund Management LLC3,464$337K<0.01%new13F-HRTimeline
GQG Partners LLC3,456$336K<0.01%-22213F-HRTimeline
King Wealth Management Group3,450$336K0.05%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,436$334K0.03%-66113F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC3,434$334K0.01%13F-HRTimeline
WEALTH ALLIANCE, LLC3,427$333K0.04%-9413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,425$333K0.16%-15513F-HRTimeline
Three Seasons Wealth, LLC3,400$331K0.16%013F-HRTimeline
Smith Salley Wealth Management3,392$330K0.02%-4413F-HRTimeline
Round Hill Asset Management3,392$330K0.23%013F-HRTimeline
Southland Equity Partners LLC3,380$329K0.08%+38113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,375$328K<0.01%+3713F-HRTimeline
ACORN CREEK CAPITAL LLC3,368$328K0.17%-2013F-HRTimeline
MITCHELL SINKLER & STARR/PA3,365$327K0.09%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,363$327K0.35%-1413F-HRTimeline
Graypoint LLC3,357$327K0.02%-38413F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,352$326K0.19%013F-HRTimeline
Prairie Sky Financial Group LLC3,350$326K0.2%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,340$325K0.03%013F-HRTimeline
Hendershot Investments Inc.3,331$324K0.04%013F-HRTimeline
Caldwell Trust Co3,330$324K0.03%013F-HRTimeline
Gitterman Wealth Management, LLC3,324$323K0.14%+24913F-HRTimeline
Traveka Wealth, LLC3,304$321K0.18%-22113F-HRTimeline
Northside Capital Management, LLC3,296$321K0.09%+75013F-HRTimeline
Summit Financial Wealth Advisors, LLC3,038$320K0.06%013F-HRTimeline
WOODSTOCK CORP3,292$320K0.03%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,285$320K0.28%13F-HRTimeline
Bayforest Capital Ltd3,275$319K0.4%13F-HRTimeline
Formidable Asset Management, LLC3,265$318K0.05%013F-HRTimeline
LCM Capital Management Inc3,260$317K0.18%+513F-HRTimeline
Stiles Financial Services Inc3,249$316K0.11%013F-HRTimeline
ALTFEST L J & CO INC3,248$316K0.04%-42913F-HRTimeline
Hexagon Capital Partners LLC3,240$315K0.06%-25513F-HRTimeline
Cornerstone Wealth Management, LLC3,239$315K0.02%+58013F-HRTimeline
Canal Capital Management, LLC3,230$314K0.05%-2,01013F-HRTimeline
WEDBUSH SECURITIES INC3,223$314K0.01%-43313F-HRTimeline
Ashton Thomas Private Wealth, LLC3,178$309K0.01%+21113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,158$307K0.04%-30013F-HRTimelineGroup
Edge Capital Group, LLC3,156$307K0.02%+8913F-HRTimeline
Canopy Partners, LLC3,138$305K0.12%+2513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,133$305K0.02%-53613F-HRTimelineGroup
Capital Investment Advisory Services, L…3,132$305K0.03%-813F-HRTimeline
Millstone Evans Group, LLC3,132$305K0.21%13F-HRTimeline
VIAWEALTH, LLC3,129$304K0.18%-7413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,127$304K0.02%+42013F-HRTimelineGroup
DILLON & ASSOCIATES INC3,134$304K0.04%-10013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,124$304K0.07%013F-HRTimeline
Mosley Wealth Management2,948$303K0.19%+42013F-HRTimeline
Range Financial Group LLC3,117$303K0.14%new13F-HRTimeline
Key Financial Inc3,116$303K0.07%013F-HRTimeline
Heck Capital Advisors, LLC3,102$302K0.03%-413F-HR/ATimeline
TigerOak Management, L.L.C.3,096$301K0.11%13F-HRTimeline
PUZO MICHAEL J3,085$300K0.08%-4,24013F-HRTimeline
West Coast Financial LLC3,084$300K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,076$299K0.01%013F-HRTimelineGroup
Belmont Capital, LLC3,058$298K0.05%013F-HRTimeline
Focus Financial Network, Inc.3,055$297K0.01%-3013F-HRTimeline
PFG Investments, LLC3,054$297K0.02%-4413F-HRTimeline
Almanack Investment Partners, LLC.3,047$297K0.05%+3713F-HRTimeline
Icon Wealth Advisors, LLC3,025$294K0.02%-1213F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,016$293K0.16%+16013F-HRTimelineGroup
HUB Investment Partners, LLC3,013$293K0.01%-12513F-HRTimeline
Sentry LLC3,010$293K0.06%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,000$292K0.14%013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,969$289K0.09%013F-HRTimeline
Paradigm Capital Management, LLC/NV2,945$287K0.27%013F-HRTimeline
WULFF, HANSEN & CO.2,945$287K0.27%-10013F-HRTimeline
Thomasville National Bank2,944$286K0.02%-38013F-HRTimeline
Haven Private, LLC2,939$286K0.16%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,910$283K0.03%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,893$281K0.01%+11813F-HRTimeline
Armor Investment Advisors, LLC2,878$280K0.12%013F-HRTimeline
High Net Worth Advisory Group LLC2,870$279K0.08%013F-HRTimeline
VICUS CAPITAL2,866$279K0.02%013F-HRTimeline
one8zero8, LLC2,864$279K0.06%13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,858$278K0.02%013F-HRTimeline
Kapstone Financial Advisors LLC2,695$277K0.15%013F-HRTimeline
Busey Bank2,850$277K0.01%-613F-HRTimeline
Portfolio Design Labs, LLC2,842$277K0.06%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC2,831$275K0.08%-42913F-HRTimeline
Global Trust Asset Management, LLC2,822$275K0.1%-3013F-HRTimeline
Sage Mountain Advisors LLC2,815$274K0.02%-78313F-HRTimeline
Wealthspire Advisors, LLC2,810$273K<0.01%-44013F-HRTimeline
Roundview Capital LLC2,807$273K0.02%+14913F-HRTimeline
RiverGlades Family Offices LLC2,800$272K0.19%013F-HRTimeline
Flywheel Private Wealth LLC2,797$272K0.25%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,789$271K0.01%-18513F-HRTimelineGroup
Addison Advisors LLC2,788$271K0.08%+513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,781$271K0.01%013F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC2,775$270K0.05%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,770$270K0.02%-5013F-HRTimeline
ASPIRIANT, LLC2,770$270K0.01%-3713F-HRTimeline
Legacy Capital Group California, Inc.2,762$269K0.08%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,686$269K0.02%new13F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC2,748$267K0.15%13F-HRTimeline
JACOBS & CO/CA2,750$267K0.03%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,736$266K0.01%-4213F-HRTimeline
LRI Investments, LLC2,734$266K0.03%-2,00013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,733$266K0.02%013F-HRTimeline
Northstar Group, Inc.2,729$266K0.04%013F-HRTimeline
Keudell/Morrison Wealth Management2,724$265K0.07%+713F-HRTimeline
May Hill Capital, LLC2,724$265K0.1%13F-HRTimeline
PHILADELPHIA TRUST CO2,714$264K0.02%013F-HRTimeline
Klingman & Associates, LLC2,708$264K0.02%+7013F-HRTimeline
Quad-Cities Investment Group, LLC2,705$263K0.13%013F-HRTimeline
Elmwood Wealth Management, Inc.2,702$263K0.11%+4313F-HRTimeline
Wealth Alliance Advisory Group, LLC2,700$263K0.06%-10013F-HRTimeline
Capital Market Strategies LLC2,700$263K0.15%013F-HRTimeline
Notis-McConarty Edward2,700$263K0.13%-1,01513F-HRTimeline
Occidental Asset Management, LLC2,690$262K0.04%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,684$261K<0.01%+70613F-HRTimeline
Catalina Capital Group, LLC2,682$261K0.09%+69713F-HRTimeline
Resonant Capital Advisors, LLC2,676$260K0.02%+16213F-HRTimeline
Argent Advisors, Inc.2,673$260K0.1%013F-HRTimeline
Alaska Permanent Fund Corp2,673$260K<0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.2,675$260K<0.01%-25013F-HRTimeline
Intergy Private Wealth, LLC2,653$258K0.1%+15413F-HRTimeline
Community Bank & Trust, Waco, Texas2,651$258K0.06%-113F-HRTimeline
Magnus Financial Group LLC2,645$257K0.02%013F-HRTimeline
Platform Technology Partners2,628$256K0.08%-113F-HRTimeline
Southeast Asset Advisors, LLC2,620$255K0.03%013F-HRTimeline
Meridian Wealth Advisors, LLC2,601$253K0.04%013F-HRTimeline
XPONANCE LLC2,600$253K<0.01%+13113F-HRTimeline
Consolidated Portfolio Review Corp2,598$253K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,586$252K0.01%+1313F-HRTimelineGroup
FLC Capital Advisors2,586$252K0.06%+22013F-HRTimeline
Compass Ion Advisors, LLC2,575$251K0.03%-8213F-HRTimeline
Eagle Strategies LLC2,570$250K0.04%013F-HRTimeline
Grey Ledge Advisors, LLC2,567$250K0.06%-113F-HRTimeline
Adero Partners, LLC2,567$250K0.02%-24013F-HRTimeline
BBR PARTNERS, LLC2,565$250K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,555$249K0.08%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,551$248K0.04%+29613F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,536$247K0.06%new13F-HRTimeline
Merrion Investment Management Co, LLC2,535$247K0.17%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,524$246K0.12%-54013F-HRTimeline
Founders Financial Alliance, LLC2,482$242K0.07%-9413F-HRTimeline
Laraway Financial Advisors Inc2,467$240K0.18%013F-HRTimeline
Chicago Partners Investment Group LLC2,388$239K0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC2,460$239K0.02%+4913F-HRTimeline
Bruce G. Allen Investments, LLC2,454$239K0.19%-24013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,450$238K0.03%013F-HRTimeline
Essex LLC2,450$238K0.05%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,442$238K0.04%013F-HRTimeline
IFG Advisory, LLC2,439$237K0.01%new13F-HRTimeline
Pacifica Partners Inc.2,441$237K0.1%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,432$237K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.2,425$236K0.18%13F-HRTimeline
Farmers National Bank2,420$235K0.07%13F-HRTimeline
Berkeley Capital Partners, LLC2,408$234K0.07%-3,60813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,405$234K0.02%+2,38413F-HRTimeline
Opal Wealth Advisors, LLC2,403$234K0.07%-4613F-HRTimeline
IHT Wealth Management, LLC2,403$234K0.01%-81313F-HRTimeline
M. Kulyk & Associates, LLC2,398$233K0.05%+4013F-HRTimeline
FLOW TRADERS U.S. LLC2,394$233K0.01%new13F-HRTimeline
Aigen Investment Management, LP2,394$233K0.04%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,248$232K0.07%new13F-HRTimeline
Argyle Capital Management, LLC2,375$231K0.09%013F-HRTimeline
VAN STRUM & TOWNE INC.2,372$231K0.08%+40013F-HRTimeline
Kendall Capital Management2,345$228K0.07%013F-HRTimeline
HBK Sorce Advisory LLC2,341$228K0.01%+4213F-HRTimeline
New Republic Capital, LLC2,340$228K0.15%+32613F-HRTimeline
Good Life Advisors, LLC2,340$228K0.02%-4313F-HRTimeline
Shoker Investment Counsel, Inc.2,335$227K0.08%013F-HRTimeline
Narus Financial Partners, LLC2,329$227K0.08%+3313F-HRTimeline
Key Client Fiduciary Advisors, LLC2,329$227K0.1%013F-HRTimeline
Horizon Wealth Management, LLC2,321$226K0.04%+3313F-HRTimeline