Skip to content
Disclosery

NVS NOVARTIS AG

Follow

ADR (ADR), issuer CIK 1114448

1,325 managers (1,344 13F filers) reported a position in NVS shares at 2024-12-31, 130,383,854 shares in all. 77 filers opened a position and 105 filers sold out during the quarter.

Managers
1,325
13F filers
1,344
New
77
Added
420
Reduced
469
Sold out
105
Shares held by filers
130,383,854

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OAKWORTH CAPITAL, INC.2,319$226K0.02%013F-HRTimeline
Proficio Capital Partners LLC2,312$225K0.02%new13F-HR/ATimeline
CoreFirst Bank & Trust2,310$225K0.13%+12013F-HRTimeline
Crestwood Advisors Group, LLC2,309$225K<0.01%+20513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,300$224K0.04%013F-HRTimeline
EWA, LLC2,298$224K0.08%+4013F-HRTimeline
ROCKLAND TRUST CO2,295$223K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,290$223K0.05%-7113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,289$223K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,280$222K0.01%-4,49213F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,271$221K0.02%new13F-HRTimeline
Intrua Financial, LLC2,264$220K0.04%-2913F-HRTimeline
Financial Security Advisor, Inc.2,259$220K0.06%013F-HRTimeline
Gibbs Wealth Management2,248$219K0.06%new13F-HRTimeline
Tyche Wealth Partners LLC2,247$219K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,242$218K0.01%new13F-HR/ATimelineGroup
Dakota Community Bank & Trust NA2,242$218K1.04%013F-HRTimeline
Guardian Partners Inc.2,175$218K0.02%13F-HRTimeline
Wealth Dimensions Group, Ltd.2,238$218K0.05%+713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,228$217K0.06%-10013F-HRTimeline
Stanley-Laman Group, Ltd.2,225$217K0.03%013F-HRTimeline
SMITH, MOORE & CO.2,224$216K0.02%+27713F-HRTimeline
Braun-Bostich & Associates Inc.2,221$216K0.16%-13313F-HRTimeline
Delta Financial Group, Inc.2,219$216K0.05%013F-HRTimeline
Redwood Wealth Management Group, LLC2,218$216K0.11%-13013F-HRTimeline
Allred Capital Management, LLC2,213$215K0.08%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,211$215K0.03%013F-HRTimeline
Gimbal Financial2,203$214K0.18%013F-HRTimeline
Blue Fin Capital, Inc.2,200$214K0.04%-2013F-HRTimeline
Sound Income Strategies, LLC2,196$214K0.01%+2,16613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,181$212K0.02%-2613F-HRTimelineGroup
DAVIS R M INC2,174$212K<0.01%+6513F-HRTimeline
National Wealth Management Group, LLC2,172$211K0.14%new13F-HRTimeline
Clayton Financial Group LLC2,166$211K0.08%013F-HRTimeline
Blue Barn Wealth, LLC2,160$210K0.11%+5213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,158$210K0.02%-10613F-HRTimeline
Vanguard Capital Wealth Advisors2,157$210K0.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Connecticut Wealth Management, LLC2,152$209K0.01%+3613F-HRTimeline
CHILTON INVESTMENT CO INC.2,150$209K0.01%-15013F-HRTimeline
F/m Investments LLC2,150$209K0.01%013F-HRTimeline
PLIMOTH TRUST CO LLC2,148$209K0.05%013F-HRTimeline
Koshinski Asset Management, Inc.2,137$208K0.02%+13113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,135$208K<0.01%new13F-HRTimelineGroup
Prospect Financial Group LLC2,127$207K0.25%13F-HRTimeline
Foster Group, Inc.2,123$207K0.01%+28913F-HRTimeline
Barry Investment Advisors, LLC2,119$206K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,933$204K<0.01%new13F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.2,091$203K0.02%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,084$203K0.09%-27313F-HRTimeline
CoreCap Advisors, LLC2,079$202K0.01%+52313F-HRTimeline
Interchange Capital Partners, LLC2,074$202K0.07%-9313F-HRTimeline
Wealthstream Advisors, Inc.2,071$202K0.04%+5513F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,067$201K<0.01%+3213F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,059$201K0.09%013F-HRTimeline
First Nebraska Trust Co2,064$201K0.02%013F-HRTimeline
Elk River Wealth Management LLC2,060$200K0.04%013F-HRTimeline
R Squared Ltd2,010$196K0.19%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,812$195K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,981$194K0.01%+89613F-HRTimeline
UNION SAVINGS BANK1,906$185K0.09%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,829$178K0.02%013F-HRTimeline
Financial Perspectives, Inc1,774$173K0.06%013F-HRTimeline
IFP Advisors, Inc1,730$168K0.01%+35413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,717$168K<0.01%-16713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,688$164K0.03%+1,07713F-HRTimeline
Community Bank, N.A.1,628$158K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,573$153K0.05%-40013F-HRTimeline
Fairscale Capital, LLC1,551$151K0.13%013F-HRTimeline
Avalon Trust Co1,538$150K0.01%+3813F-HRTimeline
Heritage Wealth Advisors1,505$146K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,502$146K0.02%+1,00013F-HRTimeline
GHP Investment Advisors, Inc.1,501$146K0.01%-14913F-HRTimeline
Whipplewood Advisors, LLC1,497$146K0.08%13F-HRTimeline
AllSquare Wealth Management LLC1,479$144K0.08%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,451$141K0.01%+9113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,444$141K0.01%-11813F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,441$140K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank1,441$140K0.05%013F-HRTimelineGroup
Piscataqua Savings Bank1,429$139K0.12%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,398$136K0.02%-30713F-HRTimelineGroup
North Star Investment Management Corp.1,358$132K0.01%-3313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,314$128K<0.01%-26,33813F-HR/ATimelineGroup
Ridgewood Investments LLC1,308$127K0.06%013F-HRTimeline
Rosenberg Matthew Hamilton1,307$127K0.03%-713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,305$127K0.02%new13F-HRTimelineGroup
Ramirez Asset Management, Inc.1,300$127K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,259$123K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,232$120K0.02%013F-HRTimeline
Tacita Capital Inc1,200$117K0.08%013F-HRTimeline
Larson Financial Group LLC1,194$116K0.01%-3513F-HRTimeline
First PREMIER Bank1,175$114K0.03%-23513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,164$113K0.02%-1213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,163$113K0.01%-10313F-HRTimeline
State of Wyoming1,130$110K0.01%013F-HRTimeline
Grove Bank & Trust1,046$102K0.01%-17713F-HRTimeline
Glen Eagle Advisors, LLC1,040$101K0.02%013F-HRTimeline
Arax Advisory Partners1,037$101K0.01%+5413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,022$99.5K<0.01%+50013F-HRTimeline
Continuum Advisory, LLC1,021$99.4K0.01%+9513F-HRTimeline
SBI Securities Co., Ltd.993$96.6K<0.01%13F-HRTimeline
High Note Wealth, LLC978$95.2K0.02%new13F-HRTimeline
Laurel Wealth Advisors LLC974$94.8K0.01%013F-HRTimeline
Bullock Wealth Management Group969$94.3K0.06%-1713F-HRTimeline
Citizens National Bank Trust Department925$90K0.02%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.832$88.9K0.06%013F-HRTimeline
CGC Financial Services, LLC872$84.9K0.03%013F-HRTimeline
City State Bank855$83.2K0.03%013F-HRTimeline
Hoese & Co LLP825$80.3K0.07%013F-HRTimeline
Smithfield Trust Co817$79K<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.803$78.1K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$77.8K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc785$76.4K0.02%+69613F-HRTimeline
Crewe Advisors LLC775$75.4K0.01%013F-HRTimeline
Crews Bank & Trust745$72.5K0.01%13F-HRTimeline
Golden State Wealth Management, LLC710$69.1K0.01%13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd700$68.1K<0.01%13F-HRTimelineGroup
AlphaMark Advisors, LLC700$68K0.03%013F-HRTimeline
CKW FINANCIAL GROUP700$68K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC684$66.6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.683$66.5K0.03%+6613F-HRTimeline
BFSG, LLC670$65.2K0.01%-33013F-HRTimeline
Dunhill Financial, LLC664$64.6K0.03%+15713F-HRTimeline
Murphy & Mullick Capital Management Corp650$63.3K0.06%13F-HRTimeline
Sunbelt Securities, Inc.648$63.1K0.01%-313F-HRTimeline
Hanson & Doremus Investment Management625$61K0.01%013F-HRTimeline
Accredited Wealth Management, LLC625$60.8K0.05%13F-HRTimeline
SIERRA OCEAN, LLC624$60.7K0.05%13F-HRTimeline
FIRST FINANCIAL CORP /IN/608$59.2K0.03%+113F-HRTimeline
Pathway Financial Advisers, LLC594$57.8K0.02%013F-HRTimeline
Global Financial Private Client, LLC582$56.6K0.02%013F-HRTimeline
WealthCollab, LLC567$55.2K0.04%+1813F-HRTimeline
Brooklyn Investment Group563$54.8K0.02%new13F-HRTimeline
Missouri Trust & Investment Co554$53.9K0.02%-2413F-HRTimeline
DUNCKER STREETT & CO INC552$53.7K0.01%-44013F-HRTimeline
Coppell Advisory Solutions LLC551$53.6K0.01%-5313F-HRTimeline
Zions Bancorporation, N.A.549$53.4K<0.01%-16013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/545$53K0.02%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC544$52.9K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.539$52.4K0.04%13F-HRTimeline
Orion Capital Management LLC533$51.9K0.02%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS530$51.6K0.02%013F-HRTimeline
Pflug Koory, LLC525$51.1K0.03%013F-HRTimeline
Parvin Asset Management, LLC525$51.1K0.06%13F-HRTimeline
Clearstead Trust, LLC520$50.6K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC500$48.7K0.01%013F-HRTimeline
Roble, Belko & Company, Inc470$46K0.01%013F-HRTimeline
Bray Capital Advisors467$45.4K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.465$45.2K0.02%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.464$45.2K0.04%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV450$43.7K<0.01%-1913F-HRTimeline
Cassady Schiller Wealth Management, LLC444$43.2K0.02%013F-HRTimeline
Perkins Coie Trust Co432$42K0.01%-9713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC369$42K0.04%013F-HRTimeline
Prestige Wealth Management Group LLC425$41.4K0.01%013F-HR/ATimeline
Manchester Capital Management LLC415$40.4K<0.01%013F-HRTimeline
Hilltop National Bank400$38.9K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC400$38.9K0.02%13F-HRTimeline
Bogart Wealth, LLC392$38.1K<0.01%+2113F-HRTimeline
Bellwether Advisors, LLC389$37.9K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…379$36.9K0.01%013F-HRTimeline
WEBSTER BANK, N. A.375$36.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC375$36.5K<0.01%013F-HRTimeline
Clean Yield Group374$36.4K0.01%013F-HRTimeline
Solstein Capital, LLC372$36.2K0.02%013F-HRTimeline
WPG Advisers, LLC372$36.2K0.03%13F-HRTimeline
Fairfield Financial Advisors, LTD371$36.1K0.01%-11513F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC370$36K0.03%013F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC350$34.1K0.01%013F-HRTimeline
Financial Management Professionals, Inc.349$34K<0.01%-8013F-HRTimeline
AdvisorNet Financial, Inc347$33.8K<0.01%+2013F-HRTimeline
Washington Trust Advisors, Inc.346$33.7K<0.01%-35313F-HRTimeline
Beacon Capital Management, LLC335$32.6K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC324$31.5K0.02%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.314$30.6K0.02%+3113F-HRTimeline
Park Square Financial Group, LLC313$30.5K0.02%13F-HRTimeline
Asset Dedication, LLC303$29.5K<0.01%013F-HRTimeline
MAR VISTA INVESTMENT PARTNERS LLC300$29.2K<0.01%013F-HRTimeline
Trust Co300$29.2K<0.01%+10013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK300$29K<0.01%013F-HR/ATimelineGroup
Legacy Bridge, LLC292$28.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC292$28.4K0.01%13F-HRTimeline
Union Bancaire Privee, UBP SA281$27.4K<0.01%13F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC272$26.5K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC245$26K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…245$26K0.02%013F-HRTimelineGroup
GW&K Investment Management, LLC267$26K<0.01%013F-HRTimeline
New Millennium Group LLC267$26K0.02%013F-HRTimeline
Human Investing LLC262$25.5K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners256$24.9K<0.01%013F-HRTimeline
Bank of New Hampshire255$24.8K0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…255$24.6K<0.01%13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT251$24.4K<0.01%+16013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV250$24K<0.01%013F-HRTimeline
ORG Partners LLC244$23.7K<0.01%-75313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A243$23.6K<0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH237$23.1K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.242$23K0.06%+12113F-HRTimeline
Retirement Wealth Solutions LLC229$22.7K0.02%13F-HRTimeline
WFA Asset Management Corp233$22.7K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT232$22.6K<0.01%013F-HRTimeline