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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,605 managers (1,626 13F filers) reported a position in NVS shares at 2026-06-30, 135,698,664 shares in all. 112 filers opened a position and 90 filers sold out during the quarter.

Managers
1,605
13F filers
1,626
New
112
Added
527
Reduced
581
Sold out
90
Shares held by filers
135,698,664

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Flatrock Wealth Partners LLC2,503$392K0.15%-2413F-HRTimeline
Great Diamond Partners, LLC2,473$388K0.07%-5213F-HRTimeline
Laraway Financial Advisors Inc2,467$387K0.23%013F-HRTimeline
SUMMITRY LLC2,464$386K0.01%+34613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,459$385K0.07%-4213F-HRTimeline
Busey Bank2,452$384K0.01%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,450$384K0.04%013F-HRTimeline
VAN STRUM & TOWNE INC.2,447$383K0.1%+7513F-HRTimeline
M. Kulyk & Associates, LLC2,439$382K0.06%-4913F-HRTimeline
Stonebrook Private Inc.2,438$382K0.07%+41813F-HRTimeline
Horizon Wealth Management, LLC2,428$381K0.05%+2913F-HRTimeline
NORDEN GROUP LLC2,427$380K0.03%-19513F-HRTimeline
Aspen Grove Capital, LLC2,397$376K0.05%+23013F-HRTimeline
Hopwood Financial Services, Inc.2,395$375K0.22%-1013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS2,390$375K0.01%-1513F-HRTimeline
Diversified Enterprises, LLC2,381$373K0.02%+513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,380$373K0.02%+1013F-HRTimeline
Argyle Capital Management, LLC2,375$372K0.11%013F-HRTimeline
JM2 Capital Inc.2,374$372K0.26%-20713F-HRTimeline
Formidable Asset Management, LLC2,430$371K0.06%-3013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,368$371K0.01%-80013F-HRTimelineGroup
Claro Advisors Inc.2,366$371K0.04%+7513F-HRTimeline
Bayesian Capital Management, LP2,365$371K0.24%new13F-HRTimeline
SAPIENT CAPITAL LLC2,363$370K<0.01%013F-HR/ATimeline
Soltis Investment Advisors LLC2,361$370K0.02%+57313F-HRTimeline
Cornerstone Wealth Management, LLC2,360$370K0.02%-1,00113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,355$369K0.25%-28213F-HRTimeline
Shoker Investment Counsel, Inc.2,335$366K0.09%013F-HRTimeline
IFG Advisory, LLC2,334$366K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.2,335$366K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.2,330$365K0.02%+1513F-HRTimeline
Key Client Fiduciary Advisors, LLC2,326$365K0.11%013F-HRTimeline
EVERPAR ADVISORS LLC2,326$365K0.1%+20313F-HRTimeline
Value Investment Professionals, LLC2,319$363K0.31%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,300$360K0.06%013F-HRTimeline
RiverGlades Family Offices LLC2,300$360K0.17%013F-HRTimeline
Kendall Capital Management2,295$360K0.06%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,293$359K-815Timeline
SUMMIT WEALTH GROUP LLC / CO2,287$358K0.03%+61713F-HRTimeline
VIAWEALTH, LLC2,276$357K0.18%-2513F-HRTimeline
Outlook Wealth Advisors, LLC2,271$356K0.08%-113F-HRTimeline
Texas Capital Bank Wealth Management Se…2,271$356K0.02%+6613F-HRTimeline
Atlantic Edge Private Wealth Management…2,270$356K0.07%+4013F-HRTimeline
Financial Security Advisor, Inc.2,264$355K0.06%013F-HRTimeline
VestGen Advisors, LLC2,257$354K0.01%+38613F-HRTimeline
Tyche Wealth Partners LLC2,255$353K0.05%013F-HRTimeline
Cooper Financial Group2,253$353K0.03%+87813F-HRTimeline
VICUS CAPITAL2,251$353K0.02%+113F-HRTimeline
CHILTON INVESTMENT CO INC.2,250$353K0.01%013F-HRTimeline
Aigen Investment Management, LP2,243$352K0.1%new13F-HRTimeline
Keystone Financial Group2,238$351K0.02%-4213F-HRTimeline
Vann Equity Management LLC2,238$351K0.21%+713F-HRTimeline
CNB Bank2,220$348K0.14%-35513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,211$347K0.04%013F-HRTimeline
Trek Financial, LLC2,210$346K0.02%-28613F-HRTimeline
Bruce G. Allen Investments, LLC2,208$346K0.22%+23813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,206$346K0.03%+5513F-HRTimeline
Wealth Dimensions Group, Ltd.2,204$345K0.06%013F-HRTimeline
Gerald Baker Financial Group LLC2,194$344K0.1%013F-HRTimeline
Tower Wealth Partners, Inc.2,192$344K0.17%+213F-HRTimeline
Crestmont Private Wealth LLC2,188$343K0.1%+23113F-HRTimeline
Granite Group Advisors, LLC2,187$343K0.2%+60713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,183$342K-2,414Timeline
Prospect Financial Group LLC2,175$341K0.27%+4113F-HRTimeline
Caldwell Trust Co2,167$340K0.03%-14313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,167$339K0.06%-10,44613F-HRTimeline
Wayfinding Financial, LLC2,153$337K0.13%+12813F-HRTimeline
Hudock, Inc.2,149$337K0.04%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,205$337K0.04%013F-HRTimeline
Farmers National Bank2,145$336K0.07%013F-HRTimeline
NIXON PEABODY TRUST CO2,136$335K0.02%+54913F-HRTimeline
Kovack Advisors, Inc.2,160$334K0.02%-2513F-HRTimeline
Braun-Bostich & Associates Inc.2,130$334K0.19%-6613F-HRTimeline
Permanens Capital L.P.2,125$333K0.03%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,116$332K0.04%+35713F-HRTimeline
HOWE & RUSLING INC2,112$331K0.02%+40713F-HRTimeline
Wealth Alliance Advisory Group, LLC2,100$329K0.05%013F-HRTimeline
Maia Wealth LLC2,096$328K0.05%-26713F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,091$328K0.03%013F-HRTimeline
Mirador Capital Partners LP2,090$328K0.04%+21613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,086$327K0.01%-22413F-HRTimelineGroup
Cauble & Harre Wealth Management, Inc.2,085$327K0.26%013F-HRTimeline
Dakota Community Bank & Trust NA2,081$326K1.01%-913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,081$326K0.13%-2813F-HRTimelineGroup
Merrion Investment Management Co, LLC2,080$326K0.15%013F-HRTimeline
Paradigm Capital Management, LLC/NV2,072$325K0.28%-10513F-HRTimeline
Dorato Capital Management2,104$324K0.22%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,065$324K0.01%+14113F-HRTimeline
180 WEALTH ADVISORS, LLC2,061$323K0.03%+3313F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,061$323K0.06%-83413F-HRTimeline
Elk River Wealth Management LLC2,060$323K0.05%013F-HRTimeline
Proficio Capital Partners LLC2,058$323K0.01%+57413F-HRTimeline
Keudell/Morrison Wealth Management2,058$323K0.06%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,050$321K0.05%013F-HRTimeline
Vanguard Capital Wealth Advisors2,050$321K0.22%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
F/m Investments LLC2,050$321K0.02%013F-HRTimeline
KG Capital Management2,046$321K0.19%new13F-HRTimeline
Legacy Wealth Advisors, LLC2,043$320K0.14%+27413F-HRTimeline
Hudson Capital Management LLC2,040$320K0.08%013F-HRTimeline
DILLON & ASSOCIATES INC2,031$319K0.04%013F-HRTimeline
Focus Financial Network, Inc.2,032$318K0.01%-59813F-HRTimeline
Pacifica Partners Inc.1,984$317K0.1%013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC2,023$317K0.07%-1,09113F-HRTimeline
First County Bank /CT/2,022$317K0.15%+813F-HRTimeline
PARNASSUS INVESTMENTS, LLC2,016$316K<0.01%+1713F-HRTimeline
Greykasell Wealth Strategies, Inc.2,013$315K0.11%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,007$315K0.02%+4013F-HRTimeline
Gimbal Financial2,002$314K0.2%13F-HRTimeline
Stanley-Laman Group, Ltd.2,000$313K0.03%013F-HRTimeline
Peak Asset Management, LLC2,000$313K0.05%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,998$313K0.08%-28513F-HRTimeline
PALLADIEM, LLC1,996$313K0.3%-18513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,993$312K0.04%-38313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,985$311K0.1%013F-HRTimeline
Stirlingshire Investments, Inc.1,979$310K0.23%+32613F-HRTimeline
SPINNAKER TRUST1,974$309K0.02%+1513F-HRTimeline
Cornerstone Advisory, LLC1,974$309K0.03%-5613F-HRTimeline
Syverson Strege & Co1,964$308K0.07%-913F-HRTimeline
Intellectus Partners, LLC1,962$307K0.05%-93713F-HRTimeline
Barry Investment Advisors, LLC1,962$307K0.06%013F-HRTimeline
Hilltop National Bank1,960$307K0.07%013F-HRTimeline
CAPITAL ADVISORS INC/OK1,953$306K<0.01%+31613F-HRTimeline
MEYER HANDELMAN CO1,948$305K0.01%-37213F-HRTimeline
Cypress Wealth Services, LLC1,948$305K0.04%-15113F-HRTimeline
EJMK Ventures LLC1,948$305K0.14%new13F-HRTimeline
Livet Wealth, LLC1,946$305K0.18%-10613F-HRTimeline
EntryPoint Capital, LLC1,936$303K0.07%new13F-HRTimeline
South Street Advisors LLC1,934$303K0.04%013F-HRTimeline
Commonwealth Retirement Investments LLC1,931$303K0.08%013F-HRTimeline
Avestar Capital, LLC1,929$302K0.02%new13F-HRTimeline
August Group Capital Ltd1,929$302K0.33%-4113F-HRTimeline
Hummer Financial Advisory Services Inc1,926$302K0.2%013F-HRTimeline
Confluence Wealth Services, Inc.1,925$302K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC1,949$300K0.02%+16013F-HRTimeline
Manchester Capital Management LLC1,910$299K0.04%013F-HRTimeline
Community Bank, N.A.1,906$299K0.03%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,905$299K0.23%-9713F-HRTimeline
Quotient Wealth Partners, LLC1,901$298K0.01%+31813F-HRTimeline
SteelPeak Wealth, LLC1,901$298K0.01%+9513F-HRTimeline
Avalon Trust Co1,900$298K0.02%+40013F-HRTimeline
SageView Advisory Group, LLC1,894$297K0.01%-11013F-HRTimeline
Mattson Financial Services, LLC1,941$296K0.06%+4613F-HRTimeline
Narus Financial Partners, LLC1,889$296K0.08%+5013F-HRTimeline
Nolet Wealth Management, LLC1,880$295K0.16%+21313F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,875$294K0.04%013F-HRTimeline
SMITH, MOORE & CO.1,870$293K0.02%013F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding1,867$293K0Timeline
Badgley Phelps Wealth Managers, LLC1,866$292K0.01%+15313F-HRTimeline
CURA WEALTH ADVISORS, LLC1,863$292K0.12%013F-HRTimeline
Ponta Wealth Partners, LLC1,861$292K0.16%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,842$289K<0.01%-5813F-HRTimelineGroup
SJS Investment Consulting Inc.1,839$288K0.03%+14713F-HRTimeline
Van Diest Capital, LLC1,832$287K0.26%-34913F-HRTimeline
Astoria Portfolio Advisors LLC.1,831$287K0.05%new13F-HRTimeline
Endowment Wealth Management, Inc.1,830$287K0.11%+23613F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,828$286K0.09%013F-HRTimeline
Global Trust Asset Management, LLC1,827$286K0.09%-13513F-HRTimeline
Trace Wealth Advisors, LLC1,825$286K0.19%013F-HRTimeline
Welch Financial Planning, LLC1,825$286K0.17%013F-HRTimeline
FSM Wealth Advisors, LLC1,824$286K0.03%+13513F-HRTimeline
Brown Financial Advisors1,821$285K0.1%-713F-HRTimeline
Fire Capital Management LLC1,819$285K0.12%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,819$285K0.02%13F-HRTimeline
First Nebraska Trust Co1,812$284K0.02%013F-HRTimeline
Pallas Capital Advisors LLC1,811$284K0.01%+32713F-HRTimeline
Entelevest, LLC1,810$284K0.25%new13F-HRTimeline
Red Door Wealth Management, LLC1,807$283K0.03%+32913F-HRTimeline
Fulcrum Equity Management1,805$283K0.23%013F-HRTimeline
Rosenberg Matthew Hamilton1,803$283K0.05%+46113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,802$282K0.02%+7213F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC1,800$282K0.06%+17213F-HRTimeline
Caitong International Asset Management …1,799$282K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,786$280K0.02%013F-HRTimeline
Financial Perspectives, Inc1,774$278K0.07%013F-HRTimeline
Atlas Legacy Advisors, LLC1,788$276K0.04%new13F-HRTimeline
PLIMOTH TRUST CO LLC1,762$276K0.06%-4013F-HRTimeline
Marietta Wealth Management, LLC1,753$275K0.03%-3313F-HRTimeline
Leith Wheeler Investment Counsel Ltd.1,745$273K0.02%+30013F-HRTimeline
American Trust1,745$273K0.02%+42313F-HRTimeline
Journey Advisory Group, LLC1,737$272K0.02%013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,735$272K0.06%013F-HRTimeline
North Star Investment Management Corp.1,730$271K0.01%+28113F-HRTimeline
Stiles Financial Services Inc1,729$271K0.07%013F-HRTimeline
Montecito Bank & Trust1,728$271K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC1,726$270K0.04%-80013F-HRTimeline
Retirement Planning Group, LLC1,723$270K0.01%+1313F-HRTimeline
BANK OF HAWAII1,720$270K0.01%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,718$269K0.01%013F-HR/ATimeline
Larson Financial Group LLC1,715$269K0.01%+10213F-HRTimeline
Bravera Wealth1,710$268K0.1%013F-HRTimeline
Lynx Investment Advisory1,709$268K0.09%new13F-HRTimeline
Argent Advisors, Inc.1,705$267K0.07%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,703$267K0.12%-3313F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,700$266K0.09%013F-HRTimeline
Walter Public Investments Inc.1,700$266K0.06%new13F-HRTimeline
Glenview Trust Co1,691$265K<0.01%+6213F-HR/ATimeline
UNION SAVINGS BANK1,691$265K0.11%013F-HRTimeline
Capital Asset Advisory Services LLC1,689$265K0.01%-813F-HRTimeline
Fairscale Capital, LLC1,681$263K0.16%013F-HRTimeline
Post Resch Tallon Group Inc.1,681$263K0.18%013F-HRTimeline