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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,372 managers (1,388 13F filers) reported a position in NVS shares at 2025-06-30, 133,507,472 shares in all. 95 filers opened a position and 76 filers sold out during the quarter.

Managers
1,372
13F filers
1,388
New
95
Added
493
Reduced
479
Sold out
76
Shares held by filers
133,507,472

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tyche Wealth Partners LLC2,250$272K0.05%+613F-HRTimeline
CHILTON INVESTMENT CO INC.2,250$272K0.01%+10013F-HRTimeline
Wealth Dimensions Group, Ltd.2,240$271K0.06%+213F-HRTimeline
Capital Asset Advisory Services LLC2,192$270K0.01%-29213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,228$270K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,224$269K0.01%-1,86113F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC2,216$268K0.03%+513F-HRTimeline
Claro Advisors Inc.2,210$267K0.04%+9113F-HRTimeline
Gimbal Financial2,205$267K0.16%+213F-HRTimeline
Sonora Investment Management Group, LLC2,196$266K0.02%new13F-HRTimeline
Blue Barn Wealth, LLC2,185$264K0.12%-113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,156$264K0.02%-12213F-HRTimelineGroup
Guardian Partners Inc.2,140$263K0.02%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,158$261K0.02%013F-HR/ATimeline
Vanguard Capital Wealth Advisors2,157$261K0.26%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlantic Edge Private Wealth Management…2,155$261K0.07%-40013F-HRTimeline
RVW Wealth, LLC2,148$260K0.02%-10013F-HRTimeline
Farmers National Bank2,145$260K0.07%-10013F-HRTimeline
Prospect Financial Group LLC2,134$258K0.27%+213F-HRTimeline
Scott Marsh Financial, LLC2,133$258K0.1%13F-HRTimeline
Cypress Wealth Services, LLC2,122$257K0.05%+13813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,120$257K0.05%-90113F-HRTimeline
Chicago Capital, LLC2,113$256K0.01%-2513F-HRTimeline
Barry Investment Advisors, LLC2,110$255K0.06%+713F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,091$253K0.03%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC2,084$252K<0.01%-2,15213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,077$251K0.02%+70613F-HRTimelineGroup
PLIMOTH TRUST CO LLC2,067$250K0.06%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,062$250K0.01%+8713F-HRTimeline
Redwood Wealth Management Group, LLC2,063$250K0.11%-8013F-HRTimeline
Blue Fin Capital, Inc.2,061$249K0.04%+513F-HRTimeline
Elk River Wealth Management LLC2,060$249K0.04%013F-HRTimeline
F/m Investments LLC2,050$248K0.01%-10013F-HRTimeline
Hudson Capital Management LLC2,048$248K0.07%new13F-HRTimeline
ASPIRIANT, LLC2,043$247K0.01%-20113F-HRTimeline
Connecticut Wealth Management, LLC2,040$247K0.01%-1213F-HRTimeline
Apella Capital, LLC2,020$247K0.01%-51913F-HRTimeline
PUZO MICHAEL J2,035$246K0.07%-40013F-HRTimeline
SeaCrest Wealth Management, LLC2,027$245K0.03%-20613F-HRTimeline
Proficio Capital Partners LLC2,021$245K0.02%-6313F-HRTimeline
New Republic Capital, LLC2,020$244K0.09%-7813F-HRTimeline
Cornerstone Advisory, LLC2,013$244K0.03%-513F-HRTimeline
Greykasell Wealth Strategies, Inc.2,013$244K0.12%013F-HRTimeline
Stanley-Laman Group, Ltd.2,000$242K0.04%013F-HRTimeline
Peak Asset Management, LLC2,000$242K0.04%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,000$242K<0.01%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.2,000$242K0.1%-2013F-HRTimeline
COURIER CAPITAL LLC1,998$242K0.01%013F-HRTimeline
EQUITABLE TRUST CO1,991$241K0.01%013F-HRTimeline
Abacus Wealth Partners, LLC1,991$241K0.04%new13F-HRTimeline
Wealthstream Advisors, Inc.1,975$239K0.04%+6913F-HRTimeline
Pacifica Partners Inc.1,984$238K0.1%013F-HRTimeline
Koshinski Asset Management, Inc.1,966$238K0.02%-17113F-HRTimeline
Western Wealth Management, LLC1,965$238K0.01%+3013F-HRTimeline
SPINNAKER TRUST1,959$237K0.01%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,957$237K0.23%new13F-HRTimeline
DAVIS R M INC1,956$237K<0.01%-17313F-HRTimeline
SMITH, MOORE & CO.1,955$237K0.02%+813F-HRTimeline
IFP Advisors, Inc1,952$236K0.01%-18513F-HRTimeline
Inscription Capital, LLC1,948$236K0.03%new13F-HRTimeline
CAPITAL ADVISORS INC/OK1,944$235K<0.01%-12213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,849$234K0.04%-20013F-HRTimeline
Commonwealth Retirement Investments LLC1,931$234K0.09%013F-HRTimeline
Berkeley Capital Partners, LLC1,927$233K0.06%-35013F-HRTimeline
SYON CAPITAL LLC1,913$231K0.02%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC1,906$231K0.11%-8513F-HRTimeline
First Nebraska Trust Co1,887$228K0.02%-17713F-HRTimeline
Advyzon Investment Management, LLC1,885$228K0.05%new13F-HRTimeline
CRA Financial Services, LLC1,877$227K0.03%013F-HRTimeline
Aspen Grove Capital, LLC1,857$225K0.04%new13F-HRTimeline
ROCKLAND TRUST CO1,850$224K0.01%-14913F-HRTimeline
180 WEALTH ADVISORS, LLC1,844$223K0.03%new13F-HRTimeline
Total Clarity Wealth Management, Inc.1,830$221K0.06%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,828$221K0.08%+813F-HRTimeline
CoreCap Advisors, LLC1,825$221K0.01%+47513F-HRTimeline
Trace Wealth Advisors, LLC1,825$221K0.18%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,818$220K0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,816$220K0.03%+10913F-HRTimeline
Oregon Pacific Wealth Management, LLC1,813$219K0.21%-3013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,810$219K0.02%-1,10013F-HRTimelineGroup
Narus Financial Partners, LLC1,808$219K0.07%-25613F-HRTimeline
MAIRS & POWER INC1,795$217K<0.01%new13F-HRTimeline
UNION SAVINGS BANK1,906$217K0.1%013F-HRTimeline
Pallas Capital Advisors LLC1,783$216K0.01%new13F-HRTimeline
Financial Perspectives, Inc1,774$215K0.06%013F-HRTimeline
Binnacle Investments Inc1,769$214K0.14%+13813F-HRTimeline
Gotham Asset Management, LLC1,765$214K<0.01%new13F-HRTimeline
Capital Advantage, Inc.1,757$213K0.03%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,755$212K0.1%-32913F-HRTimeline
Wayfinding Financial, LLC1,806$212K0.09%-8213F-HRTimeline
Founders Financial Alliance, LLC1,751$212K0.05%-70413F-HRTimeline
Goepper Burkhardt LLC1,750$212K0.08%-20013F-HRTimeline
Fulcrum Equity Management1,749$212K0.22%new13F-HRTimeline
Ledyard National Bank1,748$212K0.02%new13F-HRTimeline
Verdence Capital Advisors LLC1,743$211K0.01%new13F-HRTimeline
SAPIENT CAPITAL LLC1,734$210K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC1,726$209K0.02%new13F-HRTimeline
Delaney Dennis R1,725$209K0.11%new13F-HRTimeline
First County Bank /CT/1,719$208K0.11%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,718$208K0.01%new13F-HRTimeline
Mattern Wealth Management LLC1,709$207K0.04%new13F-HRTimeline
Ellsworth Advisors, LLC1,695$205K0.05%new13F-HRTimeline
CERTUITY, LLC1,692$205K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,692$205K0.02%-13713F-HRTimeline
JBGlobal.com LLC1,689$204K0.21%new13F-HRTimeline
Kovack Advisors, Inc.1,687$204K0.02%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,684$204K0.01%-20013F-HRTimeline
Keystone Financial Group1,700$204K0.02%new13F-HRTimeline
MIdWestOne Financial Group, Inc.1,675$203K0.03%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,674$203K0.02%new13F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC1,671$202K0.04%new13F-HRTimeline
FSM Wealth Advisors, LLC1,652$202K0.03%new13F-HRTimeline
Post Resch Tallon Group Inc.1,665$201K0.19%new13F-HRTimeline
Integrated Advisors Network LLC1,663$201K0.01%new13F-HRTimeline
Community Bank, N.A.1,628$197K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,596$193K0.03%+27013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,595$193K0.01%+1,51013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,581$191K<0.01%-28313F-HRTimelineGroup
Fairscale Capital, LLC1,681$191K0.14%+13013F-HRTimeline
Whipplewood Advisors, LLC1,579$191K0.1%-3813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,578$191K0.05%013F-HRTimeline
Heritage Wealth Advisors1,556$188K0.01%+5113F-HRTimeline
Physician Wealth Advisors, Inc.1,541$186K0.03%+8513F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,534$186K<0.01%-34013F-HRTimelineGroup
Cascades Capital Asset Management, LLC1,493$181K0.09%013F-HRTimeline
AllSquare Wealth Management LLC1,479$179K0.1%013F-HRTimeline
Piscataqua Savings Bank1,469$178K0.15%+4013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,465$177K0.01%-1,56713F-HRTimelineGroup
HHM Wealth Advisors, LLC1,450$175K0.02%-5213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,412$171K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,408$170K0.01%13F-HRTimeline
North Star Investment Management Corp.1,360$165K0.01%+213F-HRTimeline
United Community Bankin group United Community Bank1,346$163K0.06%-9513F-HRTimelineGroup
Ridgewood Investments LLC1,308$158K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton1,307$158K0.04%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,259$152K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.1,249$151K0.01%013F-HRTimeline
Avalon Trust Co1,233$149K0.01%-26713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,222$148K<0.01%013F-HRTimeline
Tacita Capital Inc1,200$145K0.09%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,164$141K0.02%013F-HRTimeline
North Capital, Inc.1,105$134K0.12%-5813F-HRTimeline
State of Wyoming1,102$133K0.02%-1813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,094$132K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,061$128K<0.01%-17,21213F-HR/ATimelineGroup
Larson Financial Group LLC1,057$128K0.01%-25513F-HRTimeline
Dunhill Financial, LLC1,055$128K0.04%+59513F-HRTimeline
Grove Bank & Trust1,018$123K0.02%+1313F-HRTimeline
Kozak & Associates, Inc.1,000$123K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC1,009$122K0.02%-913F-HRTimeline
Smithfield Trust Co1,024$122K0.01%+4413F-HRTimeline
GPS Wealth Strategies Group, LLC982$119K0.01%+1813F-HRTimeline
High Note Wealth, LLC978$118K0.03%013F-HRTimeline
Pandora Wealth, Inc.977$118K0.07%013F-HRTimeline
Citizens National Bank Trust Department925$112K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.901$109K0.04%+9413F-HRTimeline
Ramirez Asset Management, Inc.900$109K0.02%-20013F-HRTimeline
CGC Financial Services, LLC872$106K0.04%013F-HRTimeline
City State Bank855$103K0.03%013F-HRTimeline
Hoese & Co LLP825$99.8K0.08%013F-HRTimeline
Clearstead Trust, LLC820$99.2K0.02%+10013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$96.8K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.800$96.8K0.12%13F-HRTimeline
Crewe Advisors LLC775$93.8K0.01%013F-HRTimeline
Crews Bank & Trust745$90.2K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.742$89.8K0.01%+39613F-HRTimeline
Golden State Wealth Management, LLC710$85.9K0.01%013F-HRTimeline
Bullock Wealth Management Group693$85.3K0.05%-3513F-HRTimeline
MeadowBrook Investment Advisors LLC700$84.9K0.08%new13F-HRTimeline
10Elms LLP700$84.7K0.08%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd700$84.7K<0.01%013F-HR/ATimelineGroup
BFSG, LLC686$83K0.01%+313F-HRTimeline
SIERRA OCEAN, LLC676$81.8K0.06%+7413F-HRTimeline
MorganRosel Wealth Management, LLC675$81.7K0.02%013F-HRTimeline
MTM Investment Management, LLC657$79.4K0.03%new13F-HRTimeline
Costello Asset Management, INC641$77.6K0.03%-5513F-HRTimeline
IMA Advisory Services, Inc.640$77.4K0.01%013F-HRTimeline
WealthCollab, LLC637$77.1K0.04%+5013F-HRTimeline
Hanson & Doremus Investment Management625$76K0.01%-3,90313F-HRTimeline
Murphy & Mullick Capital Management Corp650$73.9K0.06%013F-HRTimeline
FIRST FINANCIAL CORP /IN/599$72.5K0.03%-913F-HRTimeline
Bogart Wealth, LLC598$72.4K<0.01%+20613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC579$69.1K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC552$66.8K0.01%013F-HRTimeline
Accredited Wealth Management, LLC550$66.6K0.05%-7513F-HRTimeline
SBI Securities Co., Ltd.544$65.8K<0.01%-60313F-HRTimeline
Hilltop National Bank538$65.1K0.02%13F-HRTimeline
Orion Capital Management LLC533$64.5K0.02%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC532$64.4K0.02%+33213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS530$64.1K0.03%013F-HRTimeline
NewSquare Capital LLC530$64.1K<0.01%+39913F-HRTimeline
Pflug Koory, LLC525$63.5K0.03%013F-HRTimeline
Parvin Asset Management, LLC525$63.5K0.07%013F-HRTimeline
Sunbelt Securities, Inc.648$63.1K0.01%+6313F-HRTimeline
Financial Management Professionals, Inc.513$62.1K0.01%+4913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.505$61K0.04%+1513F-HRTimeline
First PREMIER Bank500$61K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$60.5K0.03%-2013F-HR/ATimelineGroup
Provenance Wealth Advisors, LLC500$60.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV487$59K<0.01%+3713F-HRTimeline