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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,499 managers (1,516 13F filers) reported a position in NVS shares at 2025-12-31, 133,260,942 shares in all. 130 filers opened a position and 68 filers sold out during the quarter.

Managers
1,499
13F filers
1,516
New
130
Added
496
Reduced
478
Sold out
68
Shares held by filers
133,260,942

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Key Client Fiduciary Advisors, LLC2,329$321K0.11%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,323$320K0.16%-4413F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,310$318K<0.01%+43013F-HRTimelineGroup
Caldwell Trust Co2,310$318K0.03%-61813F-HRTimeline
VIAWEALTH, LLC2,301$317K0.18%-39513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,300$317K0.05%013F-HRTimeline
National Philanthropic Trust2,299$317K<0.01%-5013F-HRTimeline
Kendall Capital Management2,295$316K0.07%013F-HRTimeline
Inscription Capital, LLC2,291$316K0.03%+1913F-HRTimeline
Outlook Wealth Advisors, LLC2,270$313K0.07%+3413F-HRTimeline
Financial Security Advisor, Inc.2,264$312K0.06%+513F-HRTimeline
RFG Advisory, LLC2,263$312K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,261$312K0.01%+30513F-HRTimelineGroup
Cannon Advisors, Inc.2,130$311K0.22%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,257$311K0.12%-48313F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,250$311K0.1%+10013F-HRTimeline
Tyche Wealth Partners LLC2,250$310K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,245$310K0.03%-24513F-HRTimelineGroup
Paradigm Capital Management, LLC/NV2,242$309K0.29%-3313F-HRTimeline
Apella Capital, LLC2,240$309K0.01%-5013F-HRTimeline
Diversified Enterprises, LLC2,238$309K0.02%new13F-HRTimeline
Braun-Bostich & Associates Inc.2,233$308K0.19%+10613F-HRTimeline
Dorato Capital Management2,104$308K0.23%13F-HRTimeline
Atlantic Edge Private Wealth Management…2,230$307K0.08%+7513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,228$307K0.07%013F-HRTimeline
Transmarket Holdings LP2,228$307K0.22%13F-HRTimeline
Keystone Financial Group2,225$307K0.02%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,211$305K0.04%013F-HRTimeline
DILLON & ASSOCIATES INC2,202$304K0.04%-2513F-HRTimeline
Wealth Dimensions Group, Ltd.2,202$304K0.06%-3813F-HRTimeline
COZAD ASSET MANAGEMENT INC2,198$303K0.02%013F-HRTimeline
Wealth Group, Ltd.2,200$303K0.3%13F-HRTimeline
Global Trust Asset Management, LLC2,194$303K0.12%-49813F-HRTimeline
EQUITABLE TRUST CO2,191$302K0.01%+20013F-HRTimeline
Narus Financial Partners, LLC2,189$302K0.08%013F-HRTimeline
Farmers National Bank2,186$301K0.07%+4113F-HRTimeline
PALLADIEM, LLC2,170$301K0.29%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,182$301K0.04%+30513F-HRTimeline
BIP Wealth, LLC2,180$301K0.01%-3413F-HRTimeline
MQS Management LLC2,171$299K0.18%new13F-HRTimeline
180 WEALTH ADVISORS, LLC2,157$297K0.03%-8513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2,157$297K0.25%013F-HRTimeline
Genus Capital Management Inc.2,152$297K0.03%-1,37013F-HRTimeline
Vanguard Capital Wealth Advisors2,150$296K0.24%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RVW Wealth, LLC2,148$296K0.02%013F-HRTimeline
NORDEN GROUP LLC2,148$296K0.03%+10313F-HRTimeline
Dakota Community Bank & Trust NA2,143$295K1.01%+6313F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS2,140$295K0.01%new13F-HRTimeline
Stiles Financial Services Inc2,137$295K0.09%-57613F-HRTimeline
Prospect Financial Group LLC2,134$294K0.27%013F-HRTimeline
55 North Private Wealth, LLC2,129$294K0.08%13F-HRTimeline
Kovack Advisors, Inc.2,121$292K0.01%+47113F-HR/ATimeline
Capital Asset Advisory Services LLC2,055$292K0.01%+8513F-HRTimeline
Armor Investment Advisors, LLC2,119$292K0.11%-20013F-HRTimeline
CAMBIAR INVESTORS LLC2,114$291K0.01%013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,100$290K0.05%-24013F-HRTimeline
Claro Advisors Inc.2,095$289K0.04%-4113F-HRTimeline
Koshinski Asset Management, Inc.2,095$289K0.02%+2513F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,091$288K0.03%-4913F-HRTimeline
Cauble & Harre Wealth Management, Inc.2,085$287K0.24%13F-HRTimeline
Merrion Investment Management Co, LLC2,080$287K0.15%-12013F-HRTimeline
Trek Financial, LLC2,078$286K0.02%new13F-HRTimeline
Livet Wealth, LLC2,075$286K0.18%13F-HRTimeline
Elk River Wealth Management LLC2,060$284K0.05%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,062$284K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,056$284K0.01%+13213F-HRTimeline
F/m Investments LLC2,050$283K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,050$283K0.05%-24013F-HRTimeline
Hudson Capital Management LLC2,040$281K0.07%-813F-HRTimeline
Connecticut Wealth Management, LLC2,040$281K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.2,039$281K0.01%+4813F-HRTimeline
Integrated Advisors Network LLC2,038$281K0.01%-63413F-HRTimeline
Journey Advisory Group, LLC2,037$281K0.02%new13F-HRTimeline
M. Kulyk & Associates, LLC2,036$281K0.05%+5613F-HRTimeline
Cornerstone Advisory, LLC2,025$279K0.03%013F-HRTimeline
GTS SECURITIES LLC2,018$278K0.01%-10,49413F-HRTimeline
Tower Wealth Partners, Inc.2,018$278K0.15%+14613F-HRTimeline
Greykasell Wealth Strategies, Inc.2,013$278K0.11%013F-HRTimeline
SUMMITRY LLC2,009$277K0.01%+27913F-HRTimeline
Verity Asset Management, Inc.2,009$277K0.12%-51213F-HRTimeline
Keudell/Morrison Wealth Management2,008$277K0.06%13F-HRTimeline
Stanley-Laman Group, Ltd.2,000$276K0.04%013F-HRTimeline
Peak Asset Management, LLC2,000$276K0.05%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,000$276K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.1,984$275K0.12%013F-HRTimeline
SMITH, MOORE & CO.1,989$274K0.02%013F-HRTimeline
EVERPAR ADVISORS LLC1,986$274K0.1%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,985$274K0.11%+2513F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,973$272K0.02%+32813F-HR/ATimeline
Van Diest Capital, LLC1,963$271K0.4%13F-HRTimeline
SPINNAKER TRUST1,959$270K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1,953$269K0.18%-51613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,947$268K0.09%new13F-HRTimeline
Barry Investment Advisors, LLC1,940$267K0.06%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC1,935$267K<0.01%-11913F-HRTimeline
South Street Advisors LLC1,934$267K0.04%+3413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,932$266K0.01%-16913F-HRTimeline
Commonwealth Retirement Investments LLC1,931$266K0.09%013F-HRTimeline
ROCKLAND TRUST CO1,929$266K0.01%+7913F-HRTimeline
Hummer Financial Advisory Services Inc1,926$266K0.19%new13F-HRTimeline
Manchester Capital Management LLC1,910$263K0.04%+1,46313F-HRTimeline
SAPIENT CAPITAL LLC1,898$263K<0.01%+16413F-HRTimeline
August Group Capital Ltd1,910$263K0.29%13F-HRTimeline
Community Bank, N.A.1,906$263K0.03%013F-HRTimeline
UNION SAVINGS BANK1,906$263K0.11%13F-HRTimeline
NIXON PEABODY TRUST CO1,902$262K0.02%-75013F-HRTimeline
HOWE & RUSLING INC1,896$261K0.02%new13F-HRTimeline
Syverson Strege & Co1,895$261K0.06%new13F-HRTimeline
First Nebraska Trust Co1,887$260K0.02%013F-HRTimeline
CURA WEALTH ADVISORS, LLC1,867$257K0.1%-12113F-HRTimeline
Ponta Wealth Partners, LLC1,861$257K0.24%13F-HRTimeline
PLIMOTH TRUST CO LLC1,847$255K0.06%-12013F-HRTimeline
Capital Advantage, Inc.1,846$255K0.03%+8913F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,828$252K0.09%013F-HRTimeline
Trace Wealth Advisors, LLC1,825$252K0.18%013F-HRTimeline
Welch Financial Planning, LLC1,825$252K0.18%13F-HRTimeline
Meramec Financial Planners, LLC1,605$251K0.1%13F-HRTimeline
Wayfinding Financial, LLC1,826$251K0.11%+413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,819$251K0.02%new13F-HRTimelineGroup
Traynor Capital Management, Inc.1,817$251K0.01%013F-HRTimeline
Redwood Wealth Management Group, LLC1,815$250K0.1%-9813F-HRTimeline
Private Wealth Partners, LLC1,812$250K0.02%013F-HRTimeline
Fulcrum Equity Management1,805$249K0.24%+5613F-HRTimeline
Pallas Capital Advisors LLC1,801$248K0.01%+1813F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,700$248K0.09%new13F-HRTimeline
Marks Group Wealth Management, Inc1,796$248K0.02%+16013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,786$246K0.02%013F-HRTimeline
Financial Perspectives, Inc1,774$245K0.07%013F-HRTimeline
Walkner Condon Financial Advisors LLC1,764$243K0.03%new13F-HRTimeline
Ellsworth Advisors, LLC1,695$243K0.05%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,759$243K0.04%+8813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,755$242K0.11%013F-HRTimeline
Marietta Wealth Management, LLC1,753$242K0.03%013F-HRTimeline
Founders Financial Alliance, LLC1,751$241K0.05%-73813F-HRTimeline
Goepper Burkhardt LLC1,750$241K0.08%013F-HRTimeline
Round Rock Advisors LLC1,750$241K0.04%013F-HR/ATimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,749$241K<0.01%+29513F-HRTimelineGroup
FSM Wealth Advisors, LLC1,746$241K0.03%-513F-HRTimeline
Soltis Investment Advisors LLC1,743$240K0.02%+12313F-HR/ATimeline
Verdence Capital Advisors LLC1,743$240K0.01%+1313F-HRTimeline
Independence Wealth Advisors, LLC1,738$240K0.13%13F-HRTimeline
Hurlow Wealth Management Group, Inc.1,735$239K0.06%-22813F-HRTimeline
Bravera Wealth1,734$239K0.12%13F-HRTimeline
Endowment Wealth Management, Inc.1,722$237K0.11%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/1,719$237K0.11%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,718$237K0.01%013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,717$237K0.24%-5113F-HRTimeline
Prosperity Consulting Group, LLC1,715$236K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1,703$235K0.03%+41513F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,695$234K<0.01%013F-HRTimeline
Family Capital Management, Inc.1,690$233K0.1%new13F-HRTimeline
Post Resch Tallon Group Inc.1,689$233K0.2%+2413F-HRTimeline
Fairscale Capital, LLC1,681$232K0.15%013F-HRTimeline
MIdWestOne Financial Group, Inc.1,675$231K0.03%013F-HRTimeline
Retirement Planning Group, LLC1,668$230K0.01%new13F-HRTimeline
Crestmont Private Wealth LLC1,652$228K0.07%new13F-HRTimeline
COURIER CAPITAL LLC1,648$227K0.01%-35013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,646$227K0.02%+1113F-HRTimeline
SIMON QUICK ADVISORS, LLC1,642$226K0.01%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,637$226K0.06%013F-HRTimeline
Old Mission Investment Co LLC1,629$225K0.05%-213F-HRTimeline
Westfuller Advisors, LLC1,628$224K0.09%013F-HRTimeline
CSS LLC/IL1,620$223K0.01%new13F-HRTimeline
Mattern Wealth Management LLC1,616$223K0.04%-9313F-HRTimeline
Blue Fin Capital, Inc.1,605$221K0.03%-15813F-HRTimeline
Leisure Capital Management1,605$221K0.07%new13F-HRTimeline
Azimuth Capital Investment Management L…1,598$220K0.01%new13F-HRTimeline
Berman McAleer LLC1,581$218K0.03%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,578$218K0.05%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,568$216K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,566$216K0.03%+2413F-HRTimeline
Fiduciary Alliance LLC1,559$215K0.01%new13F-HRTimeline
Heritage Wealth Advisors1,556$215K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,556$215K0.01%+15213F-HRTimeline
Glenview Trust Co1,554$214K<0.01%-2,00013F-HRTimeline
JBGlobal.com LLC1,550$214K0.27%new13F-HRTimeline
Argentarii, LLC1,542$213K0.07%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,537$212K0.03%new13F-HRTimeline
Portfolio Design Labs, LLC1,531$211K0.03%new13F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC1,530$211K0.03%-1,45013F-HRTimeline
Ledyard National Bank1,528$211K0.02%-11313F-HRTimeline
Claris Financial LLC1,526$210K0.11%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,525$210K0.04%new13F-HRTimeline
Adelphi Trust Co1,515$209K0.17%13F-HRTimeline
Clarkston Capital Partners, LLC1,500$207K<0.01%new13F-HRTimeline
REBALANCE, LLC1,500$207K0.01%new13F-HRTimeline
WealthSpring Partners, LLC1,500$207K0.21%13F-HRTimeline
Kelly Financial Services LLC1,499$207K0.05%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO1,498$207K0.04%new13F-HRTimeline
First National Bank of Hutchinson1,498$207K0.12%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,497$206K0.01%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,492$206K0.02%-2,00013F-HRTimeline
Saratoga Research & Investment Manageme…1,490$205K0.01%new13F-HRTimeline
SHP Wealth Management1,489$205K0.02%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,488$205K0.01%new13F-HRTimeline
MAIRS & POWER INC1,485$205K<0.01%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC1,485$205K0.04%new13F-HRTimeline
Liberty Capital Management, Inc.1,480$204K0.04%new13F-HRTimeline
Palumbo Wealth Management LLC1,477$204K0.05%new13F-HRTimeline
Fiduciary Wealth Partners, LLC1,476$203K0.08%new13F-HRTimeline