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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,344 managers (1,361 13F filers) reported a position in NVS shares at 2025-03-31, 139,181,945 shares in all. 107 filers opened a position and 80 filers sold out during the quarter.

Managers
1,344
13F filers
1,361
New
107
Added
430
Reduced
509
Sold out
80
Shares held by filers
139,181,945

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Security Advisor, Inc.2,259$252K0.06%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,278$251K0.02%+9713F-HRTimelineGroup
RVW Wealth, LLC2,248$251K0.02%new13F-HRTimeline
Farmers National Bank2,245$250K0.07%-17513F-HRTimeline
ASPIRIANT, LLC2,244$250K0.01%-52613F-HRTimeline
Tyche Wealth Partners LLC2,244$250K0.05%-313F-HRTimeline
Wealth Dimensions Group, Ltd.2,238$250K0.06%013F-HRTimeline
SeaCrest Wealth Management, LLC2,233$249K0.03%-3813F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,228$248K0.07%013F-HRTimeline
M. Kulyk & Associates, LLC2,226$248K0.06%-17213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC2,224$248K0.01%-8,05113F-HRTimelineGroup
Enterprise Financial Services Corpin group Enterprise Financial Services…2,222$248K0.15%-79413F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC2,211$246K0.03%013F-HRTimeline
EWA, LLC2,210$246K0.09%-8813F-HRTimeline
Delta Financial Group, Inc.2,219$246K0.06%013F-HRTimeline
Gimbal Financial2,203$246K0.22%013F-HRTimeline
One Wealth Advisors, LLC2,176$244K0.04%new13F-HRTimeline
Blue Barn Wealth, LLC2,186$244K0.13%+2613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,184$243K0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,166$242K0.01%-96113F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,158$241K0.02%013F-HRTimeline
Vanguard Capital Wealth Advisors2,157$240K0.29%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON INVESTMENT CO INC.2,150$240K0.01%013F-HRTimeline
F/m Investments LLC2,150$240K0.01%013F-HRTimeline
Apexium Financial, LP2,144$239K0.01%new13F-HRTimeline
Redwood Wealth Management Group, LLC2,143$239K0.12%-7513F-HRTimeline
Chicago Capital, LLC2,138$238K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.2,137$238K0.02%013F-HRTimeline
IFP Advisors, Inc2,137$238K0.01%+40713F-HRTimeline
Prospect Financial Group LLC2,132$238K0.3%+513F-HRTimeline
Elk River Wealth Management LLC2,060$238K0.04%013F-HRTimeline
DAVIS R M INC2,129$237K<0.01%-4513F-HRTimeline
Claro Advisors Inc.2,119$236K0.03%-1,83513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding2,118$236K-3,385Timeline
Guardian Partners Inc.2,140$236K0.02%-3513F-HRTimeline
Barry Investment Advisors, LLC2,103$234K0.06%-1613F-HRTimeline
New Republic Capital, LLC2,098$234K0.1%-24213F-HRTimeline
Warther Private Wealth, LLC2,092$233K0.08%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,091$233K0.03%013F-HRTimeline
Proficio Capital Partners LLC2,084$232K0.02%-22813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,084$232K0.11%013F-HRTimeline
PLIMOTH TRUST CO LLC2,067$230K0.06%-8113F-HRTimeline
CAPITAL ADVISORS INC/OK2,066$230K<0.01%new13F-HRTimeline
Narus Financial Partners, LLC2,064$230K0.08%-26513F-HRTimeline
First Nebraska Trust Co2,064$230K0.02%013F-HRTimeline
Blue Fin Capital, Inc.2,056$229K0.04%-14413F-HRTimeline
Connecticut Wealth Management, LLC2,052$229K0.01%-10013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,049$228K0.04%-50213F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.2,020$225K0.1%-3913F-HRTimeline
Clayton Financial Group LLC2,013$224K0.08%-15313F-HRTimeline
Greykasell Wealth Strategies, Inc.2,013$224K0.12%new13F-HRTimeline
Cornerstone Advisory, LLC2,018$223K0.03%new13F-HRTimeline
Stanley-Laman Group, Ltd.2,000$223K0.03%-22513F-HRTimeline
Peak Asset Management, LLC2,000$223K0.04%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,000$223K<0.01%+18813F-HR/ATimeline
ROCKLAND TRUST CO1,999$223K0.01%-29613F-HRTimeline
COURIER CAPITAL LLC1,998$223K0.01%new13F-HRTimeline
Pacifica Partners Inc.1,984$223K0.1%-45713F-HRTimeline
Wolf Group Capital Advisors1,995$222K0.07%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC1,991$222K0.09%new13F-HRTimeline
EQUITABLE TRUST CO1,991$222K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC1,984$221K0.04%new13F-HRTimeline
Interchange Capital Partners, LLC1,979$221K0.06%-9513F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,975$220K0.01%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC2,000$219K0.03%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,960$219K0.02%new13F-HRTimeline
Goepper Burkhardt LLC1,950$217K0.09%new13F-HRTimeline
SMITH, MOORE & CO.1,947$217K0.02%-27713F-HRTimeline
Western Wealth Management, LLC1,935$216K0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC1,931$215K0.09%new13F-HRTimeline
UNION SAVINGS BANK1,906$212K0.1%013F-HRTimeline
Wealthstream Advisors, Inc.1,906$212K0.04%-16513F-HRTimeline
EVOKE WEALTH, LLC1,839$212K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,884$210K0.01%new13F-HRTimeline
Wayfinding Financial, LLC1,888$210K0.09%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC1,818$210K0.06%new13F-HRTimeline
CRA Financial Services, LLC1,877$209K0.04%new13F-HRTimeline
Intrua Financial, LLC1,876$209K0.03%-38813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,874$209K<0.01%+15713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,864$208K<0.01%-96,11413F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC1,852$206K0.01%new13F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.1,850$206K0.09%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC1,843$205K0.21%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,933$204K<0.01%013F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,829$204K0.02%013F-HRTimeline
Trace Wealth Advisors, LLC1,825$203K0.18%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,820$203K0.08%new13F-HRTimeline
Kazazian Asset Management, LLC1,819$203K0.17%new13F-HRTimeline
Great Diamond Partners, LLC1,819$203K0.06%new13F-HRTimeline
Private Wealth Partners, LLC1,812$202K0.02%new13F-HRTimeline
Financial Perspectives, Inc1,774$198K0.07%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,707$190K0.03%+1913F-HRTimeline
Binnacle Investments Inc1,631$182K0.13%13F-HRTimeline
Community Bank, N.A.1,628$181K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,578$176K0.05%+513F-HRTimeline
Whipplewood Advisors, LLC1,617$175K0.13%+12013F-HRTimeline
Fairscale Capital, LLC1,551$173K0.16%013F-HRTimeline
Heritage Wealth Advisors1,505$168K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,502$167K0.02%013F-HRTimeline
Avalon Trust Co1,500$167K0.01%-3813F-HRTimeline
Cascades Capital Asset Management, LLC1,493$166K0.09%new13F-HRTimeline
Caitong International Asset Management …1,482$165K0.12%new13F-HRTimeline
AllSquare Wealth Management LLC1,479$165K0.1%013F-HRTimeline
Physician Wealth Advisors, Inc.1,456$162K0.03%+1513F-HRTimeline
United Community Bankin group United Community Bank1,441$161K0.06%013F-HRTimelineGroup
Piscataqua Savings Bank1,429$159K0.14%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,412$157K0.01%-3913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,371$153K0.02%-7313F-HRTimelineGroup
North Star Investment Management Corp.1,358$151K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,350$150K0.01%-72913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,326$148K0.02%-7213F-HRTimelineGroup
Larson Financial Group LLC1,312$146K0.01%+11813F-HRTimeline
Ridgewood Investments LLC1,308$146K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton1,307$146K0.04%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,259$140K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.1,249$139K0.01%-25213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,222$136K<0.01%+20013F-HRTimeline
Tacita Capital Inc1,200$134K0.1%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,164$130K0.02%013F-HRTimeline
North Capital, Inc.1,163$130K0.12%13F-HRTimeline
SBI Securities Co., Ltd.1,147$128K<0.01%+15413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,094$126K0.01%-6913F-HRTimeline
State of Wyoming1,120$125K0.02%-1013F-HRTimeline
Ramirez Asset Management, Inc.1,100$123K0.03%-20013F-HRTimeline
Belvedere Trading LLC1,051$117K0.01%-2,56413F-HRTimeline
Glen Eagle Advisors, LLC1,018$113K0.02%-2213F-HRTimeline
Continuum Advisory, LLC1,010$113K0.01%-1113F-HRTimeline
Grove Bank & Trust1,005$112K0.01%-4113F-HRTimeline
VIKING FUND MANAGEMENT LLC1,000$111K0.02%new13F-HRTimeline
High Note Wealth, LLC978$109K0.03%013F-HRTimeline
Smithfield Trust Co980$109K0.01%+16313F-HRTimeline
Pandora Wealth, Inc.977$109K0.07%13F-HRTimeline
Laurel Wealth Advisors LLC974$109K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC964$107K0.01%-26813F-HRTimeline
ABOUND FINANCIAL, LLC932$104K0.05%new13F-HRTimeline
Citizens National Bank Trust Department925$103K0.02%013F-HRTimeline
CGC Financial Services, LLC872$97.2K0.04%013F-HRTimeline
City State Bank855$95.3K0.03%013F-HRTimeline
Hoese & Co LLP825$92K0.08%013F-HRTimeline
Cape Investment Advisory, Inc.807$90K0.04%+12413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$89.2K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC775$86.4K0.01%013F-HRTimeline
Bayforest Capital Ltd753$83.9K0.04%-2,52213F-HR/ATimeline
Crews Bank & Trust745$83.1K0.01%013F-HRTimeline
Clearstead Trust, LLC720$80.3K0.02%+20013F-HRTimeline
Bullock Wealth Management Group728$79.8K0.04%-24113F-HRTimeline
Golden State Wealth Management, LLC710$79.2K0.01%013F-HR/ATimeline
10Elms LLP700$78K0.08%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd700$78K<0.01%013F-HR/ATimelineGroup
Costello Asset Management, INC696$77.6K0.03%new13F-HRTimeline
BFSG, LLC683$76.1K0.01%+1313F-HRTimeline
MorganRosel Wealth Management, LLC675$75.2K0.02%new13F-HRTimeline
IMA Advisory Services, Inc.640$73.8K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp650$72.5K0.07%013F-HRTimeline
Accredited Wealth Management, LLC625$72.1K0.06%013F-HRTimeline
FIRST FINANCIAL CORP /IN/608$67.8K0.03%013F-HRTimeline
SIERRA OCEAN, LLC602$67.1K0.05%-2213F-HRTimeline
WealthCollab, LLC587$65.4K0.04%+2013F-HRTimeline
Sunbelt Securities, Inc.585$65.2K0.01%-6313F-HRTimeline
GW&K Investment Management, LLC584$65K<0.01%+31713F-HRTimeline
Global Financial Private Client, LLC582$64.9K0.02%013F-HRTimeline
Missouri Trust & Investment Co554$61.8K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC552$61.5K0.01%013F-HRTimeline
Orion Capital Management LLC533$59.4K0.03%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS530$59.1K0.03%013F-HRTimeline
Pflug Koory, LLC525$58.5K0.03%013F-HRTimeline
Parvin Asset Management, LLC525$58.5K0.07%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/520$58K0.03%-2513F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…509$56.7K<0.01%13F-HRTimeline
First PREMIER Bank500$56K0.01%-67513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.500$55.7K<0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC500$55.7K0.01%013F-HRTimeline
POM Investment Strategies, LLC495$55.2K0.06%+45913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.490$54.6K0.04%-4913F-HRTimeline
Vermillion Wealth Management, Inc.465$51.8K0.02%013F-HRTimeline
Financial Management Professionals, Inc.464$51.7K0.01%+11513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.464$51.7K0.05%013F-HRTimeline
Dunhill Financial, LLC460$51.3K0.02%-20413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV450$50.1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC425$49K0.01%013F-HR/ATimeline
Manchester Capital Management LLC415$46.3K0.01%013F-HRTimeline
Garde Capital, Inc.405$45.1K<0.01%new13F-HRTimeline
Perkins Coie Trust Co405$45.1K0.01%-2713F-HRTimeline
Fourth Dimension Wealth, LLC400$44.6K0.02%013F-HRTimeline
Bogart Wealth, LLC392$43.7K<0.01%013F-HRTimeline
Bellwether Advisors, LLC389$43.4K0.01%013F-HRTimeline
AdvisorNet Financial, Inc381$42.5K<0.01%+3413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC369$42K0.03%013F-HRTimeline
WEBSTER BANK, N. A.375$41.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC375$41.8K0.01%013F-HRTimeline
Solstein Capital, LLC372$41.5K0.02%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC370$41.2K0.03%013F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…360$40.5K0.02%-1913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC350$39K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.346$38.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC335$37.3K0.01%013F-HRTimeline
Aventura Private Wealth, LLC324$36.1K0.02%013F-HRTimeline
Asset Dedication, LLC323$36K<0.01%+2013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.319$35.6K0.03%+513F-HRTimeline
Nexus Investment Management ULC220$35.3K<0.01%new13F-HRTimeline