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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,392 managers (1,407 13F filers) reported a position in NVS shares at 2025-09-30, 133,997,434 shares in all. 104 filers opened a position and 73 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
104
Added
478
Reduced
480
Sold out
73
Shares held by filers
133,997,434

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MATTERN CAPITAL MANAGEMENT, LLC2,211$284K0.03%-513F-HRTimeline
IFG Advisory, LLC2,209$283K0.01%-9313F-HRTimeline
Gimbal Financial2,205$283K0.17%013F-HRTimeline
Merrion Investment Management Co, LLC2,200$282K0.16%-17013F-HRTimeline
Guardian Partners Inc.2,140$282K0.02%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,198$282K0.02%+4013F-HRTimeline
Narus Financial Partners, LLC2,189$281K0.08%+38113F-HR/ATimeline
Cannon Advisors, Inc.2,130$280K0.19%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2,157$277K0.24%+20013F-HRTimeline
Atlantic Edge Private Wealth Management…2,155$276K0.07%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,150$276K0.1%+15013F-HRTimeline
Vanguard Capital Wealth Advisors2,150$276K0.22%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RVW Wealth, LLC2,148$275K0.02%013F-HRTimeline
Farmers National Bank2,145$275K0.07%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,140$274K0.03%+4913F-HRTimeline
Claro Advisors Inc.2,136$274K0.04%-7413F-HRTimeline
Prospect Financial Group LLC2,134$274K0.27%013F-HRTimeline
Braun-Bostich & Associates Inc.2,127$273K0.17%-15713F-HRTimeline
Cypress Wealth Services, LLC2,126$273K0.04%+413F-HRTimeline
CAMBIAR INVESTORS LLC2,114$271K0.01%-18913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,101$269K0.01%-52713F-HRTimeline
Dakota Community Bank & Trust NA2,080$267K1.05%-17713F-HRTimeline
Koshinski Asset Management, Inc.2,070$265K0.02%+10413F-HRTimeline
Berkeley Capital Partners, LLC2,067$265K0.06%+14013F-HRTimeline
Elk River Wealth Management LLC2,060$264K0.04%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,062$264K0.01%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC2,054$263K<0.01%-3013F-HRTimeline
F/m Investments LLC2,050$263K0.01%013F-HRTimeline
Hudson Capital Management LLC2,048$263K0.07%013F-HRTimeline
NORDEN GROUP LLC2,045$262K0.03%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,042$262K0.01%-13,47413F-HR/ATimelineGroup
Connecticut Wealth Management, LLC2,040$262K0.01%013F-HRTimeline
Pacifica Partners Inc.1,984$261K0.09%013F-HRTimeline
CAPITAL ADVISORS INC/OK2,027$260K<0.01%+8313F-HRTimeline
Cornerstone Advisory, LLC2,025$260K0.03%+1213F-HRTimeline
Western Wealth Management, LLC2,017$259K0.01%+5213F-HRTimeline
Greykasell Wealth Strategies, Inc.2,013$258K0.11%013F-HRTimeline
GROUP ONE TRADING LLC2,006$257K0.01%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC2,000$256K0.03%new13F-HRTimeline
Stanley-Laman Group, Ltd.2,000$256K0.04%013F-HRTimeline
Peak Asset Management, LLC2,000$256K0.04%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,000$256K<0.01%013F-HRTimeline
COURIER CAPITAL LLC1,998$256K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.1,991$255K0.01%new13F-HRTimeline
EQUITABLE TRUST CO1,991$255K0.01%013F-HRTimeline
SMITH, MOORE & CO.1,989$255K0.02%+3413F-HRTimeline
CURA WEALTH ADVISORS, LLC1,988$255K0.1%+8213F-HRTimeline
M. Kulyk & Associates, LLC1,980$254K0.05%-39013F-HRTimeline
Capital Asset Advisory Services LLC1,970$253K0.01%-22213F-HRTimeline
PLIMOTH TRUST CO LLC1,967$252K0.06%-10013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,963$252K0.07%-1,00613F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,960$251K0.1%-39513F-HRTimeline
SPINNAKER TRUST1,959$251K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,956$251K0.01%-69713F-HRTimelineGroup
Gotham Asset Management, LLC1,956$251K<0.01%+19113F-HRTimeline
Sonora Investment Management Group, LLC1,946$250K0.02%-25013F-HRTimeline
Barry Investment Advisors, LLC1,940$249K0.06%-17013F-HRTimeline
Commonwealth Retirement Investments LLC1,931$248K0.08%013F-HRTimeline
Binnacle Investments Inc1,931$248K0.15%+16213F-HRTimeline
Allred Capital Management, LLC1,929$247K0.09%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,924$247K0.02%new13F-HRTimeline
Redwood Wealth Management Group, LLC1,913$245K0.1%-15013F-HRTimeline
NorthRock Partners, LLC1,913$245K<0.01%new13F-HRTimeline
Centiva Capital, LP1,910$245K0.02%new13F-HRTimeline
Community Bank, N.A.1,906$244K0.03%+27813F-HRTimeline
ASPIRIANT, LLC1,903$244K0.01%-14013F-HRTimeline
South Street Advisors LLC1,900$244K0.03%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC1,894$243K0.04%-3,96613F-HRTimeline
First Nebraska Trust Co1,887$242K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,880$241K<0.01%new13F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC1,877$241K0.03%+2813F-HRTimeline
Tower Wealth Partners, Inc.1,872$240K0.13%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,851$237K0.01%new13F-HRTimeline
JGP Wealth Management, LLC1,812$237K0.03%new13F-HRTimeline
ROCKLAND TRUST CO1,850$237K0.01%013F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,828$234K0.09%013F-HRTimeline
Trace Wealth Advisors, LLC1,825$234K0.17%013F-HRTimeline
Traynor Capital Management, Inc.1,817$233K0.01%new13F-HRTimeline
Wayfinding Financial, LLC1,822$233K0.1%+1613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,816$233K0.05%new13F-HRTimelineGroup
Private Wealth Partners, LLC1,812$232K0.02%-50013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,747$231K0.02%new13F-HRTimeline
von Borstel & Associates, Inc.1,822$231K0.04%new13F-HRTimeline
First County Bank /CT/1,794$230K0.12%+7513F-HRTimeline
Employees Retirement System of Texas1,794$230K<0.01%new13F-HRTimeline
Lion Street Advisors, LLC2,772$229K0.08%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,786$229K0.02%-2,21613F-HRTimeline
Pallas Capital Advisors LLC1,783$229K0.01%013F-HRTimeline
Financial Perspectives, Inc1,774$227K0.06%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,768$227K0.05%-5013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,768$227K0.2%-4513F-HRTimeline
Abacus Wealth Partners, LLC1,766$226K0.03%-22513F-HRTimeline
Blue Fin Capital, Inc.1,763$226K0.04%-29813F-HRTimeline
Capital Advantage, Inc.1,757$225K0.03%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,755$225K0.1%013F-HRTimeline
Marietta Wealth Management, LLC1,753$225K0.03%new13F-HRTimeline
FSM Wealth Advisors, LLC1,751$225K0.03%+9913F-HRTimeline
Goepper Burkhardt LLC1,750$224K0.08%013F-HRTimeline
Round Rock Advisors LLC1,750$224K0.04%-3,50013F-HRTimeline
Fulcrum Equity Management1,749$224K0.23%013F-HRTimeline
Verdence Capital Advisors LLC1,730$223K0.01%-1313F-HRTimeline
SUMMITRY LLC1,730$222K0.01%new13F-HRTimeline
Bristlecone Advisors, LLC1,726$221K0.02%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,718$220K0.01%013F-HRTimeline
Ellsworth Advisors, LLC1,695$220K0.05%013F-HRTimeline
Mattern Wealth Management LLC1,709$219K0.04%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,695$217K<0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,690$217K0.02%+1613F-HRTimelineGroup
PFG Advisors1,685$216K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,684$216K0.01%013F-HRTimeline
Fairscale Capital, LLC1,681$216K0.15%013F-HRTimeline
SAPIENT CAPITAL LLC1,734$215K<0.01%013F-HRTimeline
MIdWestOne Financial Group, Inc.1,675$215K0.03%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,671$214K0.04%13F-HRTimeline
GM Advisory Group, LLC1,668$214K0.01%-82513F-HRTimeline
Post Resch Tallon Group Inc.1,665$214K0.19%013F-HRTimeline
Kovack Advisors, Inc.1,650$212K0.02%-3713F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,645$211K0.03%new13F-HRTimeline
Ledyard National Bank1,641$210K0.02%-10713F-HRTimeline
Total Clarity Wealth Management, Inc.1,638$210K0.06%-19213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,637$210K0.06%new13F-HRTimeline
Marks Group Wealth Management, Inc1,636$210K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,635$210K0.02%-5713F-HRTimeline
Old Mission Investment Co LLC1,631$209K0.05%new13F-HRTimeline
Westfuller Advisors, LLC1,628$209K0.09%new13F-HRTimeline
Soltis Investment Advisors LLC1,620$208K0.01%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,619$208K<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC1,616$207K0.03%-26113F-HRTimeline
Centurion Wealth Management LLC1,600$205K0.05%new13F-HRTimeline
Avalon Trust Co1,590$204K0.01%+35713F-HRTimeline
Berman McAleer LLC1,581$203K0.03%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,578$202K0.05%013F-HRTimeline
Heritage Wealth Advisors1,556$200K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,542$198K0.03%+113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,537$197K<0.01%+313F-HRTimelineGroup
AllSquare Wealth Management LLC1,479$190K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,465$188K0.01%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,454$186K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC1,450$186K0.02%013F-HRTimeline
Piscataqua Savings Bank1,429$183K0.14%-4013F-HRTimeline
Cascades Capital Asset Management, LLC1,425$183K0.08%-6813F-HRTimeline
Larson Financial Group LLC1,420$182K0.01%+36313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,412$181K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,404$180K0.01%-42113F-HRTimeline
North Star Investment Management Corp.1,376$176K0.01%+1613F-HRTimeline
Rosenberg Matthew Hamilton1,342$172K0.04%+3513F-HRTimeline
United Community Bankin group United Community Bank1,296$166K0.05%-5013F-HRTimelineGroup
SJS Investment Consulting Inc.1,288$165K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,287$165K0.02%-30913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,285$165K<0.01%-31013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC1,259$161K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.1,249$160K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,212$155K<0.01%-1013F-HRTimeline
Tacita Capital Inc1,200$154K0.09%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,164$149K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,155$148K0.01%-25313F-HRTimeline
North Capital, Inc.1,106$142K0.11%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,094$140K0.01%013F-HRTimeline
State of Wyoming1,052$135K0.02%-5013F-HRTimeline
Glen Eagle Advisors, LLC1,009$129K0.02%013F-HRTimeline
Dunhill Financial, LLC995$128K0.03%-6013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.990$127K0.05%+98413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC982$126K0.01%013F-HRTimeline
Pandora Wealth, Inc.977$125K0.08%013F-HRTimeline
High Note Wealth, LLC974$125K0.03%-413F-HRTimeline
Citizens National Bank Trust Department925$119K0.02%013F-HRTimeline
Ramirez Asset Management, Inc.900$115K0.02%013F-HRTimeline
Root Financial Partners, LLC899$115K0.01%new13F-HRTimeline
CGC Financial Services, LLC872$112K0.03%013F-HRTimeline
City State Bank855$110K0.03%013F-HRTimeline
Crewe Advisors LLC822$105K0.01%+4713F-HRTimeline
Cape Investment Advisory, Inc.821$105K0.1%-8013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$103K<0.01%013F-HRTimelineGroup
Crews Bank & Trust786$101K0.01%+4113F-HRTimeline
Smithfield Trust Co774$99K<0.01%-25013F-HRTimeline
Grove Bank & Trust752$96.4K0.01%-26613F-HRTimeline
Washington Trust Advisors, Inc.739$94.7K0.01%-313F-HRTimeline
Bullock Wealth Management Group693$91.3K0.05%013F-HRTimeline
Golden State Wealth Management, LLC710$91K0.01%013F-HRTimeline
10Elms LLP700$89.8K0.08%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd700$89.8K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC696$89.3K0.02%-12413F-HRTimeline
BFSG, LLC695$89.1K0.01%+913F-HRTimeline
MeadowBrook Investment Advisors LLC700$88K0.08%013F-HRTimeline
Hanson & Doremus Investment Management674$86K0.01%+4913F-HRTimeline
WealthCollab, LLC667$85.5K0.04%+3013F-HRTimeline
Costello Asset Management, INC660$84.6K0.03%+1913F-HRTimeline
MTM Investment Management, LLC657$84.2K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp650$83.4K0.06%013F-HRTimeline
IMA Advisory Services, Inc.640$82.1K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA612$78.5K<0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC590$78K0.09%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.607$77.8K0.05%+16013F-HRTimeline
Pathway Financial Advisers, LLC603$77.2K0.02%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/599$76.8K0.03%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS584$74.9K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC563$72.2K<0.01%-49813F-HR/ATimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP560$71.8K0.01%-1,25013F-HRTimelineGroup
DUNCKER STREETT & CO INC552$70.8K0.01%013F-HRTimeline
Accredited Wealth Management, LLC50$70.5K0.05%-50013F-HRTimeline