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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,581 managers (1,605 13F filers) reported a position in NVS shares at 2026-03-31, 144,263,603 shares in all. 174 filers opened a position and 88 filers sold out during the quarter.

Managers
1,581
13F filers
1,605
New
174
Added
534
Reduced
551
Sold out
88
Shares held by filers
144,263,603

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Grove Bank & Trust3,883$593K0.07%+75913F-HRTimeline
INVESTED ADVISORS3,851$588K0.59%-12313F-HRTimeline
Optas, LLC3,849$588K0.09%+1013F-HRTimeline
Twin Lakes Capital Management, LLC3,830$585K0.27%-7513F-HRTimeline
ACORN CREEK CAPITAL LLC3,820$584K0.21%+9313F-HRTimeline
Hollow Brook Wealth Management LLC3,788$579K0.15%013F-HRTimeline
Hexagon Capital Partners LLC3,783$578K0.08%new13F-HRTimeline
Patton Albertson Miller Group, LLC3,782$578K0.07%-24113F-HRTimeline
ALTFEST L J & CO INC3,776$577K0.06%+1813F-HRTimeline
Mutual Advisors, LLC3,775$577K0.01%-36113F-HRTimeline
Aull & Monroe Investment Management Corp3,771$576K0.27%013F-HRTimeline
SPWM Advisors LLC3,869$573K0.5%-1,20613F-HRTimeline
Aspen Investment Management Inc3,736$571K0.17%-5413F-HRTimeline
ClearAlpha Technologies LP3,735$571K1.17%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,733$570K0.04%+1,14413F-HRTimeline
Roxbury Financial LLC3,726$569K0.51%+913F-HRTimeline
Traynor Capital Management, Inc.3,782$569K0.03%+1,96513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,714$567K0.01%-66713F-HRTimelineGroup
Hemenway Trust Co LLC3,700$565K0.05%-23013F-HRTimeline
Southland Equity Partners LLC3,685$563K0.11%+24913F-HRTimeline
DAVIDSON TRUST CO3,685$563K0.24%-5213F-HRTimeline
IFP Advisors, Inc3,679$562K0.01%+70813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,664$560K0.01%+19813F-HRTimeline
Haven Private, LLC3,654$558K0.24%+10513F-HRTimeline
Institute for Wealth Management, LLC.3,636$555K0.06%+513F-HRTimeline
Cohen Investment Advisors LLC3,635$555K0.26%-1913F-HRTimeline
Perennial Investment Advisors, LLC3,618$553K0.04%+39413F-HRTimeline
EVOKE WEALTH, LLC3,604$551K0.01%-18113F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,600$550K0.12%+13113F-HRTimeline
RFG Advisory, LLC3,592$549K0.01%+1,32913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,591$549K0.05%+1,34613F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…3,581$547K0.04%-13113F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…3,568$545K0.48%-10,48813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,557$543K0.06%+1,98913F-HRTimeline
YHB Investment Advisors, Inc.3,553$543K0.04%-33013F-HRTimeline
SYM FINANCIAL Corp3,534$540K0.05%+54413F-HRTimeline
Harbour Capital Advisors, LLC3,654$538K0.1%new13F-HRTimeline
NWAM LLC3,519$538K0.03%+29413F-HRTimeline
SG Americas Securities, LLC3,515$537K<0.01%new13F-HRTimeline
Cherokee Insurance Co3,500$535K0.2%013F-HRTimeline
Newman Dignan & Sheerar, Inc.3,499$534K0.11%013F-HRTimeline
Crew Capital Management, Ltd3,499$534K0.35%013F-HRTimeline
New Republic Capital, LLC3,496$534K0.18%-2,13313F-HRTimeline
CoreFirst Bank & Trust3,490$533K0.28%+4013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,492$533K0.03%+1,43013F-HRTimeline
Foster Group, Inc.3,487$533K0.02%+19113F-HRTimeline
Canopy Partners, LLC3,479$531K0.18%013F-HRTimeline
Verity & Verity, LLC3,478$531K0.04%-30013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,462$529K0.01%-3813F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC3,458$528K0.09%+8713F-HRTimeline
Burns Matteson Capital Management, LLC3,446$526K0.21%new13F-HRTimeline
KINTRA WEALTH, LLC3,441$526K0.04%+69013F-HRTimeline
Revisor Wealth Management LLC3,426$523K0.14%-1,03113F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,420$522K0.08%-90613F-HRTimeline
Sachetta, LLC3,414$521K0.28%+5913F-HRTimeline
Heck Capital Advisors, LLC3,410$521K0.04%-2613F-HRTimeline
44 WEALTH MANAGEMENT LLC3,405$520K0.18%+1,00413F-HRTimeline
Three Seasons Wealth, LLC3,400$519K0.2%013F-HRTimeline
Intergy Private Wealth, LLC3,397$519K0.15%-7913F-HRTimeline
Round Hill Asset Management3,392$518K0.34%013F-HRTimeline
ARVEST INVESTMENTS, INC.3,384$517K0.07%-7813F-HRTimeline
Expressive Wealth LLC3,479$516K0.49%new13F-HRTimeline
Latitude Advisors, LLC3,370$515K0.24%-12813F-HRTimeline
Cornerstone Wealth Management, LLC3,361$513K0.03%+1113F-HRTimeline
Cetera Trust Company, N.A3,352$512K0.29%-10013F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,352$512K0.31%013F-HRTimeline
MITCHELL SINKLER & STARR/PA3,343$511K0.24%-5013F-HRTimeline
Michels Family Financial, LLC3,342$510K0.37%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,342$510K0.33%+2113F-HRTimeline
LaFleur & Godfrey LLC3,337$510K0.06%013F-HRTimeline
Hendershot Investments Inc.3,331$509K0.07%013F-HRTimeline
Axiom Investment Management LLC3,326$508K0.39%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,325$508K0.03%+1913F-HRTimeline
MCDANIEL TERRY & CO3,325$508K0.04%+15613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,309$505K0.02%-1,64113F-HRTimeline
Range Financial Group LLC3,306$505K0.17%-713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,279$501K0.04%-1513F-HRTimeline
LCM Capital Management Inc3,272$500K0.25%+5713F-HRTimeline
Pinnacle Bancorp, Inc.3,250$496K0.15%-4313F-HRTimeline
WEALTH ALLIANCE, LLC3,248$496K0.05%-31413F-HRTimeline
Elmwood Wealth Management, Inc.3,240$495K0.14%-10013F-HRTimeline
King Wealth Management Group3,200$489K0.06%013F-HRTimeline
Stokes Family Office, LLC3,198$488K0.05%-1,60713F-HRTimeline
SVB WEALTH LLC3,196$488K0.03%-21413F-HRTimeline
Occidental Asset Management, LLC3,189$487K0.06%+19713F-HRTimeline
Traveka Wealth, LLC3,185$487K0.19%-8313F-HRTimeline
CPWA, LLC3,337$485K0.58%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,168$484K0.01%-7613F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC3,167$484K0.07%+4613F-HRTimeline
Addison Advisors LLC3,132$478K0.11%-2113F-HRTimeline
Broderick Brian C3,121$477K0.09%013F-HRTimeline
Capital Investment Advisors, LLC3,121$477K0.01%-7813F-HR/ATimeline
CLEAR WAVE WEALTH MANAGEMENT LLC3,114$476K0.12%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,108$475K-190Timeline
Ritter Daniher Financial Advisory LLC /…3,107$475K0.08%-16513F-HRTimeline
Chicago Partners Investment Group LLC3,219$474K0.01%+31913F-HRTimeline
Millstone Evans Group, LLC3,102$474K0.28%013F-HRTimeline
Lantern Wealth Advisors, LLC3,100$474K0.24%013F-HRTimeline
Severin Investments, LLC3,097$473K0.41%-35313F-HRTimeline
Tranquilli Financial Advisor LLC3,094$473K0.28%-1,13713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,094$472K0.03%+1413F-HRTimeline
FLC Capital Advisors3,066$468K0.08%013F-HRTimeline
Beacon Bank & Trust3,059$467K0.1%+38513F-HRTimeline
Capital Investment Advisory Services, L…3,050$466K0.03%-17613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,047$465K0.02%013F-HRTimeline
TigerOak Management, L.L.C.3,044$465K0.15%-613F-HRTimeline
WOODSTOCK CORP3,029$463K0.04%-4813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,027$462K0.19%-113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,011$460K0.37%013F-HRTimeline
J HAGAN CAPITAL, INC.3,010$460K0.25%013F-HRTimeline
Sentry LLC3,010$460K0.15%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,000$458K0.17%013F-HRTimeline
ABNER HERRMAN & BROCK LLC3,000$458K0.05%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,992$457K0.03%+7913F-HRTimelineGroup
Western Wealth Management, LLC2,989$457K0.02%+10513F-HR/ATimeline
Robertson Stephens Wealth Management, L…2,988$456K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,987$456K0.02%+31913F-HRTimeline
Ethos Financial Group, LLC2,986$456K0.03%+63613F-HRTimeline
Platform Technology Partners2,984$456K0.09%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC2,978$455K0.28%13F-HRTimeline
Pointe Capital Management LLC2,977$455K0.23%-16113F-HRTimeline
Clear Creek Financial Management, LLC2,960$452K0.03%+19313F-HRTimeline
Rossby Financial, LCC2,901$450K0.09%+18113F-HRTimeline
Family Capital Management, Inc.2,945$450K0.2%+1,25513F-HRTimeline
LRI Investments, LLC2,933$448K0.04%+15513F-HRTimeline
LANARK FINANCIAL, INC.2,910$445K0.03%-1,44913F-HRTimeline
Canal Capital Management, LLC2,906$444K0.06%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,903$443K0.01%-23,67613F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,900$443K0.02%new13F-HRTimelineGroup
Intellectus Partners, LLC2,899$443K0.09%-96013F-HRTimeline
ASPIRIANT, LLC2,898$443K0.01%+26713F-HRTimeline
National Philanthropic Trust2,896$442K<0.01%+59713F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,895$442K0.1%-44913F-HRTimeline
Apella Capital, LLC2,908$442K0.01%+66813F-HRTimeline
Almanack Investment Partners, LLC.2,892$442K0.07%-2713F-HRTimeline
Quantum Portfolio Management LLC2,877$439K0.19%new13F-HR/ATimeline
WULFF, HANSEN & CO.2,865$438K0.45%013F-HRTimeline
Verition Fund Management LLC2,860$437K<0.01%-4,64613F-HRTimeline
one8zero8, LLC2,852$436K0.1%013F-HRTimeline
Community Bank & Trust, Waco, Texas2,851$435K0.09%013F-HRTimeline
Inscription Capital, LLC2,835$433K0.05%+54413F-HRTimeline
Prosperity Consulting Group, LLC2,833$433K0.02%+1,11813F-HRTimeline
Sound View Wealth Advisors Group, LLC2,828$432K0.03%013F-HRTimeline
Integrated Advisors Network LLC2,820$431K0.02%+78213F-HRTimeline
Flywheel Private Wealth LLC2,796$427K0.24%013F-HRTimeline
EWA, LLC2,786$426K0.1%+8013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,781$425K0.01%013F-HRTimelineGroup
Magnus Financial Group LLC2,782$425K0.03%-3513F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,779$424K0.01%+1,64313F-HRTimelineGroup
High Net Worth Advisory Group LLC2,779$424K0.1%013F-HRTimeline
BSW Wealth Partners2,772$423K0.05%-37113F-HRTimeline
Indivisible Partners2,755$421K0.04%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,733$417K0.03%013F-HRTimeline
Northstar Group, Inc.2,729$417K0.06%013F-HRTimeline
Keebeck Wealth Management2,718$415K0.05%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,716$415K0.02%+3313F-HRTimelineGroup
PUREfi Wealth, LLC2,715$415K0.27%new13F-HRTimeline
Roundview Capital LLC2,707$413K0.03%-413F-HRTimeline
PHILADELPHIA TRUST CO2,700$412K0.03%013F-HRTimeline
Kapstone Financial Advisors LLC2,695$412K0.2%013F-HRTimeline
Advyzon Investment Management, LLC2,687$410K0.04%new13F-HRTimeline
Gotham Asset Management, LLC2,683$410K<0.01%-7213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,677$409K0.12%+3013F-HRTimeline
Quad-Cities Investment Group, LLC2,675$409K0.16%-9813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,675$409K0.02%+28613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,628$407K0.02%-11213F-HR/ATimeline
Key Financial Inc2,659$406K0.07%+6713F-HRTimeline
Hilton Head Capital Partners, LLC2,651$405K0.23%+1613F-HRTimeline
Carter Financial Group, INC.2,649$405K0.25%-23713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,645$404K0.06%+2,07513F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,637$403K0.29%-61213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,632$402K0.09%013F-HRTimeline
Focus Financial Network, Inc.2,630$402K0.01%-33013F-HRTimeline
Eagle Strategies LLC2,630$402K0.05%+2713F-HRTimeline
NORDEN GROUP LLC2,622$401K0.04%+47413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,621$400K0.03%+413F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…2,618$400K0.03%013F-HRTimelineGroup
Intrua Financial, LLC2,614$399K0.04%-35213F-HRTimeline
Meridian Wealth Advisors, LLC2,601$397K0.05%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,594$396K0.19%+7013F-HRTimeline
Compass Ion Advisors, LLC2,591$396K0.04%+3113F-HRTimeline
JM2 Capital Inc.2,581$394K0.33%+3413F-HRTimeline
Grey Ledge Advisors, LLC2,576$394K0.09%+313F-HRTimeline
Delaney Dennis R2,575$393K0.14%new13F-HRTimeline
CNB Bank2,575$393K0.17%013F-HRTimeline
MONECO ADVISORS, LLC2,569$392K0.03%-4513F-HRTimeline
Quantum Financial Advisors, LLC2,564$392K0.04%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,542$388K0.01%-1,73013F-HRTimeline
55 North Private Wealth, LLC2,539$388K0.1%+41013F-HRTimeline
JGP Wealth Management, LLC2,536$387K0.04%+10613F-HRTimeline
Walkner Condon Financial Advisors LLC2,528$386K0.05%+76413F-HRTimeline
Flatrock Wealth Partners LLC2,527$386K0.17%+6613F-HRTimeline
Founders Financial Alliance, LLC2,526$386K0.07%+77513F-HRTimeline
Great Diamond Partners, LLC2,525$386K0.07%-2813F-HRTimeline
JACOBS & CO/CA2,520$384K0.04%-8013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,509$383K0.12%-15613F-HRTimeline
Legacy Advisors, LLC2,507$383K0.05%-1713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,501$382K0.08%+2013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,500$382K0.02%-2113F-HRTimeline
Trek Financial, LLC2,496$381K0.02%+41813F-HRTimeline