Skip to content
Disclosery

NVS NOVARTIS AG

Follow

ADR (ADR), issuer CIK 1114448

1,372 managers (1,388 13F filers) reported a position in NVS shares at 2025-06-30, 133,507,472 shares in all. 95 filers opened a position and 76 filers sold out during the quarter.

Managers
1,372
13F filers
1,388
New
95
Added
493
Reduced
479
Sold out
76
Shares held by filers
133,507,472

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Pinnacle Financial Partners Inc3,546$429K0.01%-19413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,527$427K0.03%+9113F-HR/ATimeline
Interchange Capital Partners, LLC3,521$426K0.1%+1,54213F-HR/ATimeline
Pure Financial Advisors, LLC3,511$425K0.01%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,511$425K0.1%+81413F-HRTimeline
DF DENT & CO INC3,502$424K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,501$424K0.01%-4713F-HRTimeline
MCDANIEL TERRY & CO3,500$424K0.03%-39513F-HRTimeline
Cherokee Insurance Co3,500$424K0.18%013F-HRTimeline
Crew Capital Management, Ltd3,499$423K0.3%-10013F-HRTimeline
Latitude Advisors, LLC3,498$423K0.21%+1913F-HRTimeline
LaFleur & Godfrey LLC3,497$423K0.05%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,494$423K0.03%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,492$423K0.04%013F-HRTimeline
BSW Wealth Partners3,486$422K0.06%-11413F-HRTimeline
Michels Family Financial, LLC3,482$421K0.36%013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.3,465$419K0.35%013F-HRTimeline
Icon Wealth Advisors, LLC3,465$419K0.03%+27613F-HRTimeline
HUB Investment Partners, LLC3,455$418K0.01%+20113F-HRTimeline
Canal Capital Management, LLC3,445$417K0.07%+21513F-HRTimeline
CoreFirst Bank & Trust3,430$415K0.23%+42013F-HRTimeline
Three Seasons Wealth, LLC3,400$411K0.05%013F-HRTimeline
Sachetta, LLC3,398$411K0.16%-1413F-HRTimeline
SYM FINANCIAL Corp3,397$411K0.05%new13F-HRTimeline
Smith Salley Wealth Management3,392$410K0.02%-2513F-HRTimeline
Round Hill Asset Management3,392$410K0.28%013F-HRTimeline
Southland Equity Partners LLC3,380$409K0.09%-5413F-HRTimeline
Optas, LLC3,379$409K0.08%-9513F-HRTimeline
Pinnacle Bancorp, Inc.3,378$409K0.13%-23713F-HRTimeline
NWAM LLC3,532$408K0.02%new13F-HR/ATimeline
Platform Technology Partners3,364$407K0.11%+83613F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,352$406K0.23%013F-HRTimeline
Prairie Sky Financial Group LLC3,350$405K0.22%013F-HRTimeline
Heck Capital Advisors, LLC3,350$405K0.03%+24413F-HRTimeline
MITCHELL SINKLER & STARR/PA3,343$405K0.19%+16013F-HRTimeline
CNB Bank3,335$404K0.19%-1,02613F-HRTimeline
Hendershot Investments Inc.3,331$403K0.05%013F-HRTimeline
Arax Advisory Partners3,327$403K0.02%-63013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,317$401K0.01%+1313F-HRTimeline
LCM Capital Management Inc3,301$399K0.21%-1713F-HRTimeline
Gitterman Wealth Management, LLC3,291$398K0.09%-6813F-HRTimeline
Composition Wealth, LLC3,291$398K0.01%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,290$398K0.31%-5513F-HRTimeline
FLC Capital Advisors3,286$398K0.08%+70013F-HRTimeline
Klingman & Associates, LLC3,284$397K0.02%+25113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,272$396K0.34%13F-HRTimeline
Formidable Asset Management, LLC3,550$396K0.07%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,268$395K0.01%-21613F-HRTimelineGroup
HM PAYSON & CO3,262$395K0.01%-85013F-HRTimeline
Twin Tree Management, LP3,257$394K0.01%-3,04213F-HRTimeline
King Wealth Management Group3,258$394K0.05%-10013F-HRTimeline
Traveka Wealth, LLC3,255$394K0.21%-61613F-HRTimeline
Capital Investment Advisory Services, L…3,249$393K0.03%+113F-HRTimeline
Stiles Financial Services Inc3,247$393K0.14%+5113F-HRTimeline
GeoWealth Management, LLC3,221$390K0.02%-64013F-HRTimeline
Ethos Financial Group, LLC3,196$387K0.03%new13F-HRTimeline
Focus Financial Network, Inc.3,183$385K0.02%+18213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,180$385K0.01%+15113F-HRTimeline
Intergy Private Wealth, LLC3,172$384K0.13%+41513F-HRTimeline
Caldwell Trust Co3,127$378K0.04%-14013F-HRTimeline
Canopy Partners, LLC3,123$378K0.14%+6013F-HRTimeline
R Squared Ltd3,117$377K0.21%new13F-HRTimeline
Beacon Bank & Trust3,113$377K0.09%-34913F-HRTimeline
HBK Sorce Advisory LLC3,109$376K0.01%+49613F-HRTimeline
Millstone Evans Group, LLC3,102$375K0.26%-3013F-HRTimeline
Range Financial Group LLC3,097$375K0.15%+7813F-HRTimeline
Aprio Wealth Management, LLC3,096$375K0.04%+33413F-HRTimeline
Genus Capital Management Inc.3,089$374K0.05%+19413F-HRTimeline
Summit Financial Wealth Advisors, LLC3,085$373K0.07%+12513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,084$373K0.17%-15513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,077$372K0.01%+52913F-HRTimeline
WOODSTOCK CORP3,077$372K0.03%-6513F-HRTimeline
Perennial Investment Advisors, LLC3,067$371K0.04%+3813F-HRTimeline
TigerOak Management, L.L.C.3,065$371K0.13%-1913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,063$371K0.02%-30013F-HRTimelineGroup
Severin Investments, LLC3,063$371K0.35%new13F-HRTimeline
Foster Group, Inc.3,060$370K0.01%+2113F-HRTimeline
Belmont Capital, LLC3,058$370K0.06%013F-HRTimeline
PFG Investments, LLC3,050$369K0.02%+11213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,021$366K0.02%+85513F-HRTimelineGroup
Convergence Financial, LLC3,015$365K0.06%+1813F-HRTimeline
Sage Mountain Advisors LLC3,011$364K0.02%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,011$364K0.41%013F-HRTimeline
Sentry LLC3,010$364K0.07%013F-HRTimeline
Sovran Advisors, LLC2,970$361K0.04%new13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,000$360K0.16%-113F-HRTimeline
CFS Investment Advisory Services, LLC2,971$360K0.03%+51613F-HRTimeline
Addison Advisors LLC2,972$360K0.09%+23613F-HRTimeline
Hurlow Wealth Management Group, Inc.2,969$359K0.1%013F-HRTimeline
VIAWEALTH, LLC2,963$359K0.21%-16613F-HRTimeline
Legacy Capital Group California, Inc.2,959$358K0.1%+27513F-HRTimeline
VICUS CAPITAL2,936$355K0.03%+7013F-HRTimeline
WULFF, HANSEN & CO.2,925$354K0.3%-513F-HRTimeline
Carr Financial Group Corp2,923$354K0.1%013F-HRTimeline
Lantern Wealth Advisors, LLC2,900$351K0.21%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,893$350K0.18%013F-HRTimeline
Busey Bank2,889$350K0.01%-19413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,039$350K0.03%013F-HRTimeline
High Net Worth Advisory Group LLC2,870$347K0.09%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,858$346K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,849$344K0.02%-25713F-HRTimeline
J HAGAN CAPITAL, INC.3,010$344K0.23%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,832$343K0.03%-2513F-HRTimeline
BRADY FAMILY WEALTH, LLC2,831$343K0.11%013F-HRTimeline
Keudell/Morrison Wealth Management2,828$342K0.08%013F-HRTimeline
Thomasville National Bank2,814$341K0.02%-13013F-HRTimeline
Quad-Cities Investment Group, LLC2,809$340K0.15%-16113F-HRTimeline
TWO SIGMA SECURITIES, LLC2,808$340K0.04%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,801$339K<0.01%+15913F-HRTimeline
RiverGlades Family Offices LLC2,800$339K0.22%013F-HRTimeline
Flywheel Private Wealth LLC2,797$338K0.27%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,794$338K0.02%-35213F-HRTimeline
Magnus Financial Group LLC2,788$337K0.03%+13913F-HRTimeline
Cannell & Spears LLC2,786$337K0.01%+813F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,781$337K0.01%013F-HRTimelineGroup
LRI Investments, LLC2,778$336K0.03%+4413F-HRTimeline
Paradigm Capital Management, LLC/NV2,775$336K0.33%+7513F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,775$336K0.06%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,773$336K0.07%+40613F-HRTimeline
XPONANCE LLC2,771$335K<0.01%+4613F-HRTimeline
Crestwood Advisors Group, LLC2,750$333K0.01%-22013F-HRTimeline
Occidental Asset Management, LLC2,734$331K0.05%-3413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,733$331K0.02%013F-HRTimeline
Northstar Group, Inc.2,729$330K0.05%013F-HRTimeline
American Trust Investment Advisors, LLC2,725$330K0.17%-3,99013F-HRTimeline
Community Bank & Trust, Waco, Texas2,707$328K0.07%+5613F-HRTimeline
PHILADELPHIA TRUST CO2,700$327K0.03%013F-HRTimeline
Global Trust Asset Management, LLC2,702$327K0.17%-12013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,700$327K0.06%013F-HRTimeline
Kapstone Financial Advisors LLC2,695$326K0.16%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,685$325K0.02%+56713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,685$325K0.01%-35613F-HRTimelineGroup
EVOKE WEALTH, LLC2,674$324K0.01%+83513F-HRTimeline
Argent Advisors, Inc.2,670$323K0.1%-19313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,665$322K0.12%-26513F-HRTimeline
Rossby Financial, LCC2,664$322K0.12%+9913F-HRTimeline
Graypoint LLC2,662$322K0.02%-30613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,653$321K0.01%-15413F-HRTimelineGroup
Roundview Capital LLC2,645$320K0.02%-1313F-HRTimeline
MONECO ADVISORS, LLC2,635$319K0.03%+3213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,632$318K0.07%-55013F-HRTimeline
Rydar Equities, Inc.2,630$318K0.25%13F-HRTimeline
Consolidated Portfolio Review Corp2,629$318K0.04%+3113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,628$318K0.01%-29813F-HRTimeline
Great Diamond Partners, LLC2,619$317K0.07%+80013F-HRTimeline
Apexium Financial, LP2,613$316K0.02%+46913F-HRTimeline
Eagle Strategies LLC2,603$315K0.05%+3313F-HRTimeline
Meridian Wealth Advisors, LLC2,601$315K0.05%013F-HRTimeline
JACOBS & CO/CA2,600$314K0.03%013F-HRTimeline
Key Financial Inc2,592$314K0.06%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,590$313K0.02%+63013F-HRTimeline
Wealth Group, Ltd.2,586$313K0.31%-1,68413F-HRTimeline
Maia Wealth LLC2,586$313K0.06%-70013F-HRTimeline
Compass Ion Advisors, LLC2,575$312K0.03%013F-HRTimeline
Grey Ledge Advisors, LLC2,573$311K0.08%+513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,568$311K0.01%+71613F-HRTimelineGroup
BBR PARTNERS, LLC2,565$310K0.02%013F-HRTimeline
Elmwood Wealth Management, Inc.2,553$309K0.12%-9813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,550$309K0.09%-1,00013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,542$308K0.01%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,531$306K0.02%+9913F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,524$305K0.16%013F-HRTimeline
Portfolio Design Labs, LLC2,502$303K0.06%-63713F-HRTimeline
GM Advisory Group, LLC2,493$302K0.01%new13F-HRTimeline
Stonegate Investment Group, LLC2,488$301K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC2,537$299K0.01%+4213F-HRTimeline
Laraway Financial Advisors Inc2,467$299K0.23%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,457$297K0.01%-2013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT2,450$296K0.03%013F-HRTimeline
Essex LLC2,450$296K0.06%013F-HRTimeline
Bruce G. Allen Investments, LLC2,448$296K0.22%-1013F-HRTimeline
Opal Wealth Advisors, LLC2,438$295K0.08%-7713F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,429$294K0.16%+20713F-HRTimelineGroup
Hopwood Financial Services, Inc.2,425$293K0.23%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,402$291K0.05%013F-HRTimeline
One Wealth Advisors, LLC2,376$288K0.04%+20013F-HRTimeline
Argyle Capital Management, LLC2,375$287K0.1%013F-HRTimeline
VAN STRUM & TOWNE INC.2,372$287K0.09%013F-HRTimeline
EWA, LLC2,371$287K0.09%+16113F-HRTimeline
M. Kulyk & Associates, LLC2,370$287K0.06%+14413F-HRTimeline
Merrion Investment Management Co, LLC2,370$287K0.19%013F-HRTimeline
Revisor Wealth Management LLC2,304$285K0.1%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC2,355$285K0.12%-3613F-HRTimeline
Horizon Wealth Management, LLC2,354$285K0.05%+6613F-HRTimeline
Kendall Capital Management2,345$284K0.08%013F-HRTimeline
Shoker Investment Counsel, Inc.2,335$283K0.09%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,329$282K0.12%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,319$281K0.02%013F-HRTimeline
Armor Investment Advisors, LLC2,319$281K0.11%-55913F-HRTimeline
Private Wealth Partners, LLC2,312$280K0.02%+50013F-HRTimeline
CAMBIAR INVESTORS LLC2,303$279K0.01%-1,81013F-HRTimeline
IFG Advisory, LLC2,302$279K0.01%-10,56713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,300$278K0.05%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,290$277K0.06%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,289$277K0.02%013F-HRTimeline
Braun-Bostich & Associates Inc.2,284$276K0.19%+413F-HRTimeline
DILLON & ASSOCIATES INC2,277$276K0.04%-78413F-HRTimeline
one8zero8, LLC2,264$274K0.06%-60013F-HRTimeline
Financial Security Advisor, Inc.2,259$273K0.06%013F-HRTimeline
Dakota Community Bank & Trust NA2,257$273K1.23%-10413F-HRTimeline