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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,392 managers (1,407 13F filers) reported a position in NVS shares at 2025-09-30, 133,997,434 shares in all. 104 filers opened a position and 73 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
104
Added
478
Reduced
480
Sold out
73
Shares held by filers
133,997,434

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SVB WEALTH LLC3,510$450K0.02%-1,11513F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,508$450K0.15%13F-HRTimeline
Cherokee Insurance Co3,500$449K0.19%013F-HRTimeline
Newman Dignan & Sheerar, Inc.3,499$449K0.1%-20013F-HRTimeline
Crew Capital Management, Ltd3,499$449K0.3%013F-HRTimeline
Latitude Advisors, LLC3,498$449K0.2%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,492$448K0.04%013F-HRTimeline
HBK Sorce Advisory LLC3,438$447K0.01%+32913F-HR/ATimeline
NWAM LLC3,402$445K0.02%-13013F-HR/ATimeline
Cornerstone Wealth Management, LLC3,471$445K0.02%-21413F-HRTimeline
CoreFirst Bank & Trust3,460$444K0.24%+3013F-HRTimeline
Southland Equity Partners LLC3,416$438K0.09%+3613F-HRTimeline
Heck Capital Advisors, LLC3,406$437K0.03%+5613F-HRTimeline
Three Seasons Wealth, LLC3,400$436K0.04%013F-HRTimeline
Haven Private, LLC3,399$436K0.19%-2,16913F-HRTimeline
Smith Salley Wealth Management3,392$435K0.02%013F-HRTimeline
Round Hill Asset Management3,392$435K0.29%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,380$433K0.01%+6313F-HRTimeline
Pinnacle Bancorp, Inc.3,378$433K0.13%013F-HRTimeline
Michels Family Financial, LLC3,378$433K0.34%-10413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,374$433K0.03%-12013F-HRTimeline
Sachetta, LLC3,373$433K0.16%-2513F-HRTimeline
Canopy Partners, LLC3,353$430K0.14%+23013F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,352$430K0.24%013F-HRTimeline
MITCHELL SINKLER & STARR/PA3,343$429K0.19%013F-HRTimeline
Intergy Private Wealth, LLC3,341$428K0.13%+16913F-HRTimeline
Elmwood Wealth Management, Inc.3,340$428K0.15%+78713F-HRTimeline
LaFleur & Godfrey LLC3,337$428K0.05%-16013F-HRTimeline
Hendershot Investments Inc.3,331$427K0.05%013F-HRTimeline
Foster Group, Inc.3,315$425K0.01%+25513F-HRTimeline
Sageworth Trust Co3,310$424K0.02%new13F-HRTimeline
Traveka Wealth, LLC3,290$422K0.19%+3513F-HRTimeline
FLC Capital Advisors3,286$421K0.08%013F-HRTimeline
Sovran Advisors, LLC3,432$421K0.04%+46213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,272$420K0.29%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,272$420K0.07%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,271$419K0.03%-5,13413F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,263$418K0.01%-513F-HRTimelineGroup
Capital Investment Advisory Services, L…3,262$418K0.03%+1313F-HRTimeline
King Wealth Management Group3,258$418K0.05%013F-HRTimeline
LCM Capital Management Inc3,227$414K0.2%-7413F-HRTimeline
Summit Financial Wealth Advisors, LLC3,121$411K0.06%+3613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,201$410K0.02%+18013F-HRTimelineGroup
Ethos Financial Group, LLC3,196$410K0.03%013F-HRTimeline
Legacy Capital Group California, Inc.3,189$409K0.1%+23013F-HRTimeline
Gibbs Wealth Management3,181$408K0.09%-71313F-HRTimeline
XPONANCE LLC3,179$408K<0.01%+40813F-HRTimeline
MCDANIEL TERRY & CO3,177$407K0.03%-32313F-HRTimeline
Focus Financial Network, Inc.3,176$407K0.01%-713F-HRTimeline
Central Pacific Bank - Trust Division3,175$407K0.05%-42513F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC3,170$407K5.59%-8,33013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,170$407K0.07%+39713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,155$405K0.01%+7813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,138$402K0.01%-4213F-HRTimeline
Sound View Wealth Advisors Group, LLC3,124$401K0.03%-43213F-HRTimeline
Range Financial Group LLC3,122$400K0.14%+2513F-HRTimeline
Broderick Brian C3,121$400K0.08%-1,08213F-HRTimeline
Millstone Evans Group, LLC3,102$398K0.25%013F-HRTimeline
Lantern Wealth Advisors, LLC3,100$398K0.21%+20013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,089$396K0.27%-20113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,084$395K0.16%013F-HRTimeline
WOODSTOCK CORP3,077$395K0.03%013F-HRTimeline
CNB Bank3,074$394K0.16%-26113F-HRTimeline
PFG Investments, LLC3,068$393K0.02%+1813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,063$393K0.02%013F-HRTimelineGroup
Argent Advisors, Inc.3,058$392K0.12%+38813F-HRTimeline
Perennial Investment Advisors, LLC3,052$391K0.03%-1513F-HRTimeline
TigerOak Management, L.L.C.3,050$391K0.12%-1513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,047$391K0.01%-3,50013F-HRTimeline
Addison Advisors LLC3,028$388K0.09%+5613F-HRTimeline
SCS Capital Management LLC3,026$388K<0.01%-1,72513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,019$387K0.02%+17013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,011$386K0.38%013F-HRTimeline
Sentry LLC3,010$386K0.1%013F-HRTimeline
J HAGAN CAPITAL, INC.3,010$386K0.23%013F-HRTimeline
BSW Wealth Partners3,008$386K0.05%-47813F-HRTimeline
INVESTED ADVISORS3,846$385K0.56%13F-HRTimeline
ABNER HERRMAN & BROCK LLC3,000$385K0.04%new13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,000$385K0.16%013F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC2,980$382K0.05%-134,42713F-HRTimeline
Almanack Investment Partners, LLC.2,952$379K0.06%-72613F-HRTimeline
Crestwood Advisors Group, LLC2,939$377K0.01%+18913F-HRTimeline
VICUS CAPITAL2,936$376K0.03%013F-HRTimeline
Caldwell Trust Co2,928$375K0.04%-19913F-HRTimeline
WULFF, HANSEN & CO.2,925$375K0.32%013F-HRTimeline
Carr Financial Group Corp2,923$375K0.1%013F-HRTimeline
Canal Capital Management, LLC2,906$373K0.06%-53913F-HRTimeline
LRI Investments, LLC2,894$371K0.03%+11613F-HRTimeline
Platform Technology Partners2,873$368K0.09%-49113F-HRTimeline
Community Bank & Trust, Waco, Texas2,851$366K0.08%+14413F-HRTimeline
one8zero8, LLC2,852$366K0.08%+58813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,849$365K0.02%+5513F-HRTimeline
SYM FINANCIAL Corp2,841$364K0.04%-55613F-HRTimeline
Convergence Financial, LLC2,818$361K0.05%-19713F-HRTimeline
Magnus Financial Group LLC2,817$361K0.03%+2913F-HRTimeline
Thomasville National Bank2,814$361K0.02%013F-HRTimeline
Quad-Cities Investment Group, LLC2,809$360K0.15%013F-HRTimeline
RiverGlades Family Offices LLC2,800$359K0.22%013F-HRTimeline
Flywheel Private Wealth LLC2,797$359K0.28%013F-HRTimeline
Rossby Financial, LCC2,723$359K0.12%+5913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,781$357K0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC2,783$357K0.01%+10913F-HRTimeline
Busey Bank2,780$357K0.01%-10913F-HRTimeline
High Net Worth Advisory Group LLC2,779$356K0.09%-9113F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,775$356K0.05%013F-HRTimeline
Occidental Asset Management, LLC2,763$354K0.04%+2913F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,740$351K0.15%-15313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,733$350K0.02%013F-HRTimeline
Northstar Group, Inc.2,729$350K0.05%013F-HRTimeline
Severin Investments, LLC2,729$350K0.31%-33413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,039$350K0.03%013F-HRTimeline
Compass Ion Advisors, LLC2,724$349K0.03%+14913F-HRTimeline
R Squared Ltd2,714$348K0.15%-40313F-HRTimeline
Stiles Financial Services Inc2,713$348K0.11%-53413F-HRTimeline
PHILADELPHIA TRUST CO2,700$346K0.02%013F-HRTimeline
VIAWEALTH, LLC2,696$346K0.19%-26713F-HRTimeline
Kapstone Financial Advisors LLC2,695$346K0.16%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,693$345K0.03%-16513F-HRTimeline
Global Trust Asset Management, LLC2,692$345K0.16%-1013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,675$343K0.01%-1013F-HRTimelineGroup
Beacon Bank & Trust2,674$343K0.07%-43913F-HRTimeline
Integrated Advisors Network LLC2,672$343K0.01%+1,00913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,665$342K0.11%013F-HRTimeline
Key Financial Inc2,592$341K0.06%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,655$340K0.02%-3013F-HRTimelineGroup
NIXON PEABODY TRUST CO2,652$340K0.02%-3,79713F-HRTimeline
Pure Financial Advisors, LLC2,645$339K0.01%-86613F-HRTimeline
Roundview Capital LLC2,645$339K0.02%013F-HRTimeline
Apexium Financial, LP2,634$338K0.02%+2113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,632$338K0.07%013F-HRTimeline
Great Diamond Partners, LLC2,632$338K0.07%+1313F-HRTimeline
Consolidated Portfolio Review Corp2,629$337K0.04%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,628$337K0.02%-20413F-HRTimeline
Formidable Asset Management, LLC2,775$336K0.05%-77513F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…2,618$336K0.03%new13F-HRTimelineGroup
MONECO ADVISORS, LLC2,614$335K0.03%-2113F-HRTimeline
Maia Wealth LLC2,633$335K0.06%+4713F-HRTimeline
Eagle Strategies LLC2,603$334K0.04%013F-HRTimeline
Meridian Wealth Advisors, LLC2,601$334K0.05%013F-HRTimeline
JACOBS & CO/CA2,600$333K0.03%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,595$333K0.09%+4513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,590$332K0.02%013F-HRTimeline
Grey Ledge Advisors, LLC2,573$330K0.07%013F-HRTimeline
Elyxium Wealth, LLC2,562$329K0.11%new13F-HRTimeline
Clear Creek Financial Management, LLC2,561$328K0.03%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,560$328K0.06%+44013F-HRTimeline
Chicago Partners Investment Group LLC2,654$328K0.01%+11713F-HRTimeline
EWA, LLC2,554$328K0.09%+18313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,545$326K0.01%+8813F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,542$326K0.01%013F-HRTimeline
KINTRA WEALTH, LLC2,528$324K0.18%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,524$324K0.16%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,521$323K0.02%-1013F-HRTimeline
Verity Asset Management, Inc.2,521$323K0.11%-1,75913F-HRTimeline
CFS Investment Advisory Services, LLC2,455$320K0.02%-51613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,490$319K0.03%+41313F-HRTimelineGroup
Stonegate Investment Group, LLC2,488$319K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,489$319K0.06%+73813F-HRTimeline
Bruce G. Allen Investments, LLC2,469$317K0.23%+2113F-HRTimeline
Laraway Financial Advisors Inc2,467$316K0.22%013F-HRTimeline
Intrua Financial, LLC2,461$316K0.04%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,450$314K0.04%013F-HRTimeline
Essex LLC2,450$314K0.06%013F-HRTimeline
Hopwood Financial Services, Inc.2,425$311K0.21%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,402$308K0.06%013F-HRTimeline
Wealthstream Advisors, Inc.2,402$308K0.05%+42713F-HRTimeline
Revisor Wealth Management LLC2,339$307K0.11%+3513F-HRTimeline
Argyle Capital Management, LLC2,375$305K0.11%013F-HRTimeline
VAN STRUM & TOWNE INC.2,372$304K0.09%013F-HRTimeline
IFP Advisors, Inc2,371$304K0.01%+41913F-HR/ATimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,367$304K0.16%-6213F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC2,365$303K0.1%+1,83313F-HRTimeline
Horizon Wealth Management, LLC2,354$302K0.04%013F-HRTimeline
National Philanthropic Trust2,349$301K<0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC2,345$301K0.02%new13F-HRTimeline
BBR PARTNERS, LLC2,343$300K0.02%-22213F-HRTimeline
Wealth Alliance Advisory Group, LLC2,340$300K0.05%-36013F-HRTimeline
New Republic Capital, LLC2,340$300K0.09%+32013F-HRTimeline
Apella Capital, LLC2,290$299K0.01%+27013F-HRTimeline
Shoker Investment Counsel, Inc.2,335$299K0.09%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,329$299K0.1%013F-HRTimeline
Armor Investment Advisors, LLC2,319$297K0.09%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,300$295K0.05%013F-HRTimeline
Kendall Capital Management2,295$294K0.07%-5013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,290$294K0.06%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,282$293K<0.01%new13F-HRTimelineGroup
Blue Barn Wealth, LLC2,277$292K0.13%+9213F-HRTimeline
Paradigm Capital Management, LLC/NV2,275$292K0.29%-50013F-HRTimeline
Inscription Capital, LLC2,272$291K0.03%+32413F-HRTimeline
Financial Security Advisor, Inc.2,259$290K0.06%013F-HRTimeline
Tyche Wealth Partners LLC2,250$289K0.05%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,242$288K0.04%+39813F-HRTimeline
Wealth Dimensions Group, Ltd.2,240$287K0.06%013F-HRTimeline
Outlook Wealth Advisors, LLC2,236$287K0.07%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,231$286K0.01%+713F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC2,228$286K0.07%013F-HRTimeline
Pinnacle Financial Partners Inc2,227$286K0.01%-1,31913F-HRTimeline
OAKWORTH CAPITAL, INC.2,227$286K0.02%-9213F-HRTimeline
DILLON & ASSOCIATES INC2,227$285K0.04%-5013F-HRTimeline
BIP Wealth, LLC2,214$284K0.01%new13F-HRTimeline