NVS NOVARTIS AG

ADR (ADR), issuer CIK 1114448

1,344 managers (1,361 13F filers) reported a position in NVS shares at 2025-03-31, 139,181,945 shares in all. 107 filers opened a position and 80 filers sold out during the quarter.

Managers: 1,344
13F filers: 1,361
New: 107
Added: 430
Reduced: 509
Sold out: 80
Shares held by filers: 139,181,945

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Crew Capital Management, Ltd	3,599	$401K	0.33%	0	13F-HR Timeline
Pointe Capital Management LLC	3,598	$401K	0.23%	0	13F-HR Timeline
WEALTH ALLIANCE, LLC	3,576	$399K	0.05%	+149	13F-HR Timeline
Simplicity Wealth,LLC	3,570	$398K	0.03%	-51	13F-HR Timeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…	3,550	$396K	0.12%	0	13F-HR Timeline
Formidable Asset Management, LLC	3,550	$396K	0.07%	+285	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	3,548	$396K	0.01%	+173	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	3,434	$393K	0.01%	-329	13F-HR Timeline Group
ALTFEST L J & CO INC	3,518	$392K	0.05%	+270	13F-HR Timeline
ACORN CREEK CAPITAL LLC	3,511	$391K	0.2%	+143	13F-HR Timeline
DF DENT & CO INC	3,502	$390K	0.01%	+37	13F-HR Timeline
Cherokee Insurance Co	3,500	$390K	0.17%	0	13F-HR Timeline
LaFleur & Godfrey LLC	3,497	$390K	0.05%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	3,494	$390K	0.03%	+154	13F-HR Timeline
MMBG INVESTMENT ADVISORS CO.	3,492	$389K	0.04%	0	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	3,484	$388K	0.01%	-266	13F-HR Timeline Group
Michels Family Financial, LLC	3,482	$388K	0.35%	0	13F-HR Timeline
Latitude Advisors, LLC	3,479	$388K	0.23%	0	13F-HR Timeline
Optas, LLC	3,474	$387K	0.07%	-68	13F-HR Timeline
HICKORY ASSET MANAGEMENT, INC.	3,465	$386K	0.34%	-117	13F-HR Timeline
Beacon Bank & Trust	3,462	$386K	0.09%	-164	13F-HR Timeline
GQG Partners LLC	3,456	$385K	<0.01%	0	13F-HR Timeline
Southland Equity Partners LLC	3,434	$383K	0.09%	+54	13F-HR Timeline
Smith Salley Wealth Management	3,417	$381K	0.02%	+25	13F-HR Timeline
Sachetta, LLC	3,412	$381K	0.16%	-86	13F-HR Timeline
Three Seasons Wealth, LLC	3,400	$379K	0.19%	0	13F-HR Timeline
Round Hill Asset Management	3,392	$378K	0.27%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	3,436	$377K	0.03%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	3,362	$375K	0.01%	+139	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	3,363	$375K	0.02%	+230	13F-HR Timeline Group
Gitterman Wealth Management, LLC	3,359	$374K	0.1%	+35	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	3,357	$374K	<0.01%	-401	13F-HR Timeline Group
King Wealth Management Group	3,358	$374K	0.06%	-92	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	3,352	$374K	0.23%	0	13F-HR Timeline
Prairie Sky Financial Group LLC	3,350	$373K	0.22%	0	13F-HR Timeline
CERTIOR FINANCIAL GROUP, LLC	3,345	$373K	0.31%	+60	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	3,595	$372K	0.08%	-384	13F-HR Timeline
Hendershot Investments Inc.	3,331	$371K	0.05%	0	13F-HR Timeline
Arete Wealth Advisors, LLC	3,330	$371K	0.03%	-277	13F-HR Timeline
LCM Capital Management Inc	3,318	$370K	0.22%	+58	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,304	$368K	0.01%	+411	13F-HR Timeline
Northside Capital Management, LLC	3,296	$367K	0.06%	0	13F-HR Timeline
Caldwell Trust Co	3,267	$364K	0.04%	-63	13F-HR Timeline
HUB Investment Partners, LLC	3,254	$363K	0.01%	+241	13F-HR Timeline
Capital Investment Advisory Services, L…	3,248	$362K	0.03%	+116	13F-HR Timeline
SIG BROKERAGE, LP	3,239	$361K	0.11%	new	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	3,239	$361K	0.18%	-186	13F-HR Timeline
Canal Capital Management, LLC	3,230	$360K	0.06%	0	13F-HR Timeline
Maia Wealth LLC	3,286	$360K	0.08%	+22	13F-HR Timeline
Stiles Financial Services Inc	3,196	$357K	0.14%	-53	13F-HR Timeline
Icon Wealth Advisors, LLC	3,189	$355K	0.03%	+164	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	3,183	$355K	0.1%	-182	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	3,182	$355K	0.09%	+58	13F-HR Timeline
Hexagon Capital Partners LLC	3,163	$353K	0.07%	-77	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	3,146	$351K	0.02%	-696	13F-HR Timeline
WOODSTOCK CORP	3,142	$350K	0.03%	-150	13F-HR Timeline
Portfolio Design Labs, LLC	3,139	$350K	0.07%	+297	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	3,138	$350K	0.05%	-20	13F-HR Timeline Group
CAPE COD FIVE CENTS SAVINGS BANK	3,039	$350K	0.03%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,134	$349K	0.01%	-392	13F-HR Timeline
Millstone Evans Group, LLC	3,132	$349K	0.24%	0	13F-HR Timeline
VIAWEALTH, LLC	3,129	$349K	0.22%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	3,124	$348K	0.01%	new	13F-HR Timeline
Heck Capital Advisors, LLC	3,106	$346K	0.04%	+4	13F-HR Timeline
DRW Securities, LLC	3,104	$346K	0.03%	new	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	3,106	$346K	0.02%	-1,017	13F-HR Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	3,043	$345K		-8,789	Timeline Diversify Advisory Services, LLC: 3,043 (0.02%) 13F-HR DIVERSIFY WEALTH MANAGEMENT, LLC: sold out, -7,240 13F-HR
Haven Private, LLC	3,088	$344K	0.19%	+149	13F-HR Timeline
West Coast Financial LLC	3,084	$344K	0.04%	0	13F-HR Timeline
TigerOak Management, L.L.C.	3,084	$344K	0.13%	-12	13F-HR Timeline
Busey Bank	3,083	$344K	0.01%	+233	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	2,977	$344K	0.01%	-201	13F-HR Timeline
Canopy Partners, LLC	3,063	$341K	0.13%	-75	13F-HR Timeline
Belmont Capital, LLC	3,058	$341K	0.06%	0	13F-HR Timeline
DILLON & ASSOCIATES INC	3,061	$340K	0.05%	-73	13F-HR Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …	3,041	$339K	0.01%	+252	13F-HR Timeline Group
Foster Group, Inc.	3,039	$339K	0.01%	+916	13F-HR Timeline
Klingman & Associates, LLC	3,033	$338K	0.02%	+325	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	3,032	$338K	0.01%	+446	13F-HR Timeline Group
FIRST CITIZENS BANK & TRUST CO	3,029	$338K	0.01%	+345	13F-HR Timeline
Perennial Investment Advisors, LLC	3,029	$338K	0.04%	new	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	3,021	$337K	0.07%	-1,887	13F-HR Timeline
Range Financial Group LLC	3,019	$337K	0.15%	-98	13F-HR Timeline
Sage Mountain Advisors LLC	3,011	$336K	0.02%	+196	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	3,011	$336K	0.38%	-352	13F-HR Timeline
CoreFirst Bank & Trust	3,010	$336K	0.22%	+700	13F-HR Timeline
Sentry LLC	3,010	$336K	0.07%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORS LLC	3,001	$335K	0.16%	+1	13F-HR Timeline
Focus Financial Network, Inc.	3,001	$335K	0.01%	-54	13F-HR Timeline
Convergence Financial, LLC	2,997	$334K	0.07%	-855	13F-HR Timeline
Crestwood Advisors Group, LLC	2,970	$331K	0.01%	+661	13F-HR Timeline
Quad-Cities Investment Group, LLC	2,970	$331K	0.16%	+265	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	2,969	$331K	0.1%	0	13F-HR Timeline
Graypoint LLC	2,968	$331K	0.02%	-389	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	2,960	$330K	0.07%	-78	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	2,858	$330K	0.03%	0	13F-HR Timeline
Thomasville National Bank	2,944	$328K	0.02%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	2,943	$328K	0.07%	-104	13F-HR Timeline
PFG Investments, LLC	2,938	$328K	0.02%	-116	13F-HR Timeline
WULFF, HANSEN & CO.	2,930	$327K	0.3%	-15	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	2,930	$327K	0.13%	new	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	2,926	$326K	0.01%	+190	13F-HR Timeline
Carr Financial Group Corp	2,923	$326K	0.11%	-2,357	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	2,910	$324K	0.03%	0	13F-HR Timeline Group
Gibbs Wealth Management	2,899	$323K	0.08%	+651	13F-HR Timeline
Genus Capital Management Inc.	2,895	$323K	0.05%	new	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	2,893	$323K	0.18%	+145	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	2,857	$322K	0.03%	+87	13F-HR Timeline
Armor Investment Advisors, LLC	2,878	$321K	0.13%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	2,870	$320K	0.09%	0	13F-HR Timeline
VICUS CAPITAL	2,866	$320K	0.03%	0	13F-HR Timeline
one8zero8, LLC	2,864	$319K	0.08%	0	13F-HR Timeline
Argent Advisors, Inc.	2,863	$319K	0.11%	+190	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	2,831	$316K	0.1%	0	13F-HR Timeline
Keudell/Morrison Wealth Management	2,828	$315K	0.07%	+104	13F-HR Timeline
Global Trust Asset Management, LLC	2,822	$315K	0.19%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	2,807	$313K	0.01%	-269	13F-HR Timeline Group
RiverGlades Family Offices LLC	2,800	$312K	0.22%	0	13F-HR Timeline
Flywheel Private Wealth LLC	2,797	$312K	0.28%	0	13F-HR Timeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…	2,781	$310K	0.01%	0	13F-HR Timeline Group
Cannell & Spears LLC	2,778	$310K	0.01%	-2,767	13F-HR Timeline
ESSEX INVESTMENT MANAGEMENT CO LLC	2,775	$309K	0.06%	0	13F-HR Timeline
Occidental Asset Management, LLC	2,768	$309K	0.05%	+78	13F-HR Timeline
Aprio Wealth Management, LLC	2,762	$308K	0.04%	new	13F-HR Timeline
IHT Wealth Management, LLC	2,758	$307K	0.01%	+355	13F-HR Timeline
Intergy Private Wealth, LLC	2,757	$307K	0.12%	+104	13F-HR Timeline
Addison Advisors LLC	2,736	$305K	0.08%	-52	13F-HR Timeline
LRI Investments, LLC	2,734	$305K	0.03%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	2,733	$305K	0.02%	0	13F-HR Timeline
Northstar Group, Inc.	2,729	$304K	0.05%	0	13F-HR Timeline
XPONANCE LLC	2,725	$304K	<0.01%	+125	13F-HR Timeline
Alaska Permanent Fund Corp	2,673	$303K	<0.01%	0	13F-HR Timeline
Frank, Rimerman Advisors LLC	2,711	$302K	0.02%	new	13F-HR Timeline
PHILADELPHIA TRUST CO	2,700	$301K	0.03%	-14	13F-HR Timeline
Paradigm Capital Management, LLC/NV	2,700	$301K	0.31%	-245	13F-HR Timeline
Wealth Alliance Advisory Group, LLC	2,700	$301K	0.06%	0	13F-HR Timeline
Capital Market Strategies LLC	2,700	$301K	0.2%	0	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	2,697	$301K	0.08%	+161	13F-HR Timeline
Kapstone Financial Advisors LLC	2,695	$300K	0.17%	0	13F-HR Timeline
Legacy Capital Group California, Inc.	2,684	$299K	0.1%	-78	13F-HR Timeline
Roundview Capital LLC	2,658	$296K	0.02%	-149	13F-HR Timeline
Community Bank & Trust, Waco, Texas	2,651	$296K	0.07%	0	13F-HR Timeline
Elmwood Wealth Management, Inc.	2,651	$296K	0.12%	-51	13F-HR Timeline
Magnus Financial Group LLC	2,649	$295K	0.03%	+4	13F-HR Timeline
GATEWAY INVESTMENT ADVISERS LLC	2,642	$295K	<0.01%	new	13F-HR Timeline
J HAGAN CAPITAL, INC.	3,010	$293K	0.24%		13F-HR Timeline
Southeast Asset Advisors, LLC	2,620	$292K	0.04%	0	13F-HR Timeline
HBK Sorce Advisory LLC	2,613	$291K	0.01%	+272	13F-HR Timeline
MONECO ADVISORS, LLC	2,603	$290K	0.03%	new	13F-HR/A Timeline
Meridian Wealth Advisors, LLC	2,601	$290K	0.05%	0	13F-HR Timeline
Consolidated Portfolio Review Corp	2,598	$290K	0.05%	0	13F-HR Timeline
JACOBS & CO/CA	2,600	$289K	0.03%	-150	13F-HR Timeline
Key Financial Inc	2,592	$289K	0.06%	-524	13F-HR Timeline
FLC Capital Advisors	2,586	$288K	0.06%	0	13F-HR Timeline
Rossby Financial, LCC	2,565	$288K	0.12%	new	13F-HR Timeline
Compass Ion Advisors, LLC	2,575	$287K	0.03%	0	13F-HR Timeline
Eagle Strategies LLC	2,570	$286K	0.05%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	2,568	$286K	0.08%	+1	13F-HR Timeline
BBR PARTNERS, LLC	2,565	$286K	0.02%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	2,555	$285K	0.09%	0	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	2,548	$284K	0.01%	-1,761	13F-HR Timeline
Platform Technology Partners	2,528	$282K	0.08%	-100	13F-HR Timeline
Opal Wealth Advisors, LLC	2,515	$280K	0.09%	+112	13F-HR Timeline
Chicago Partners Investment Group LLC	2,495	$279K	0.01%	+107	13F-HR Timeline
Stonegate Investment Group, LLC	2,488	$277K	0.01%	new	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	2,477	$276K	0.01%	+197	13F-HR Timeline Group
Capital Asset Advisory Services LLC	2,484	$275K	0.01%	new	13F-HR Timeline
Laraway Financial Advisors Inc	2,467	$275K	0.22%	0	13F-HR Timeline
Bruce G. Allen Investments, LLC	2,458	$274K	0.22%	+4	13F-HR Timeline
CFS Investment Advisory Services, LLC	2,455	$274K	0.02%	-5	13F-HR Timeline
Founders Financial Alliance, LLC	2,455	$274K	0.07%	-27	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	2,450	$273K	0.03%	0	13F-HR Timeline
Essex LLC	2,450	$273K	0.06%	0	13F-HR Timeline
PUZO MICHAEL J	2,435	$271K	0.08%	-650	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	2,432	$271K	0.02%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	2,425	$270K	0.21%	0	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	2,524	$270K	0.14%	0	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	2,402	$268K	0.05%	-40	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	2,391	$267K	0.12%	-2,466	13F-HR Timeline
Good Life Advisors, LLC	2,380	$265K	0.02%	+40	13F-HR Timeline
Argyle Capital Management, LLC	2,375	$265K	0.1%	0	13F-HR Timeline
VAN STRUM & TOWNE INC.	2,372	$264K	0.09%	0	13F-HR Timeline
Merrion Investment Management Co, LLC	2,370	$264K	0.19%	-165	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	2,367	$264K	0.06%	new	13F-HR Timeline
Apella Capital, LLC	2,539	$264K	0.01%	new	13F-HR Timeline
Dakota Community Bank & Trust NA	2,361	$263K	1.27%	+119	13F-HR Timeline
Kendall Capital Management	2,345	$261K	0.08%	0	13F-HR Timeline
Shoker Investment Counsel, Inc.	2,335	$260K	0.09%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	2,329	$260K	0.12%	0	13F-HR Timeline
Financial Advocates Investment Manageme…	2,322	$259K	0.02%	-6,501	13F-HR Timeline
OAKWORTH CAPITAL, INC.	2,319	$259K	0.02%	0	13F-HR Timeline
Empower Advisory Group, LLC	2,306	$257K	<0.01%	new	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	2,300	$256K	0.05%	0	13F-HR Timeline
Riverview Trust Co	2,296	$256K	0.25%	-1,467	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	2,290	$255K	0.06%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	2,289	$255K	0.02%	0	13F-HR Timeline
Horizon Wealth Management, LLC	2,288	$255K	0.04%	-33	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	2,281	$254K	0.01%	-8,098	13F-HR Timeline Group
Braun-Bostich & Associates Inc.	2,280	$254K	0.19%	+59	13F-HR Timeline
Berkeley Capital Partners, LLC	2,277	$254K	0.07%	-131	13F-HR Timeline