Skip to content
Disclosery

NVS NOVARTIS AG

Follow

ADR (ADR), issuer CIK 1114448

1,605 managers (1,626 13F filers) reported a position in NVS shares at 2026-06-30, 135,698,664 shares in all. 112 filers opened a position and 90 filers sold out during the quarter.

Managers
1,605
13F filers
1,626
New
112
Added
527
Reduced
581
Sold out
90
Shares held by filers
135,698,664

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ROCKLAND TRUST CO1,677$263K0.01%-15113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,674$262K0.06%-1313F-HRTimeline
Lexington Hill Partners, LLC1,670$262K0.13%-14613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,667$261K0.06%-213F-HRTimeline
Fortis Capital Management LLC1,665$261K0.03%new13F-HRTimeline
COURIER CAPITAL LLC1,648$258K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,646$258K0.02%013F-HRTimeline
S Harris Financial Group, LLC1,640$257K0.2%-6613F-HRTimeline
TOWNSQUARE CAPITAL LLC1,638$257K0.05%+8113F-HRTimeline
Adelphi Trust Co1,633$256K0.17%+23313F-HRTimeline
Mattern Wealth Management LLC1,633$256K0.04%+3313F-HRTimeline
Ellsworth Advisors, LLC1,695$256K0.04%013F-HRTimeline
Old Mission Investment Co LLC1,620$254K0.05%-113F-HRTimeline
LVW Advisors, LLC1,618$254K0.02%+25713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,618$254K0.02%new13F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC1,656$254K0.03%+15613F-HRTimeline
Fairfield Financial Advisors, LTD1,611$252K0.1%new13F-HRTimeline
Gateway Wealth Partners, LLC1,608$252K0.02%-3,00813F-HRTimeline
Physician Wealth Advisors, Inc.1,603$251K0.03%+1213F-HRTimeline
Parallax Volatility Advisers, L.P.1,602$251K0.01%new13F-HRTimeline
Azimuth Capital Investment Management L…1,598$250K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,585$248K0.01%-85013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,578$247K<0.01%new13F-HRTimelineGroup
V-Square Quantitative Management LLC1,573$247K0.02%-11,94713F-HRTimeline
Palumbo Wealth Management LLC1,567$246K0.05%+3013F-HRTimeline
Fragasso Financial Advisors Inc1,556$244K0.01%+1613F-HRTimeline
JBGlobal.com LLC1,550$243K0.21%013F-HRTimeline
Leisure Capital Management1,549$243K0.08%+15513F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,549$243K0.01%+2613F-HRTimeline
AssuredPartners Investment Advisors, LLC1,548$243K0.02%-12613F-HRTimeline
Meramec Financial Planners, LLC1,554$243K0.09%-5113F-HRTimeline
Westmount Partners, LLC1,548$243K0.05%+5013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,547$242K0.04%+1113F-HRTimeline
Tevis Investment Management1,546$242K0.13%013F-HRTimeline
RVW Wealth, LLC1,542$242K0.02%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,540$241K0.1%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,536$241K0.02%-74813F-HRTimeline
BCS Wealth Management1,533$240K0.04%013F-HRTimeline
Portfolio Design Labs, LLC1,531$240K0.04%013F-HRTimeline
Armor Investment Advisors, LLC1,531$240K0.08%-58813F-HRTimeline
Kelly Financial Services LLC1,529$240K0.05%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…1,549$240K0.13%013F-HRTimeline
CPC Advisors, LLC1,516$238K0.03%+6613F-HRTimeline
Balefire, LLC1,509$236K0.04%+12413F-HRTimeline
WealthSpring Partners, LLC1,505$236K0.2%013F-HRTimeline
Bristlecone Value Partners, LLC1,505$236K0.19%-28913F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC1,501$235K<0.01%+1413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,500$235K0.01%013F-HRTimelineGroup
REBALANCE, LLC1,500$235K0.01%013F-HRTimeline
Essex LLC1,500$235K0.04%-95013F-HRTimeline
Quadrant Private Wealth Management, LLC1,495$234K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,518$234K0.01%+1413F-HRTimeline
Saratoga Research & Investment Manageme…1,490$234K0.01%013F-HRTimeline
MFA Wealth Services1,484$233K0.14%013F-HRTimeline
FOCUSED ALPHA, LLC1,484$233K0.06%new13F-HRTimeline
Financial Planning Navigators CORP1,482$232K0.09%+4313F-HRTimeline
Liberty Capital Management, Inc.1,480$232K0.04%13F-HRTimeline
SIG BROKERAGE, LP1,476$231K0.04%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC1,465$230K0.04%+12413F-HRTimeline
PFW Advisors LLC1,465$230K0.07%+813F-HRTimeline
Fiduciary Wealth Partners, LLC1,464$229K0.13%013F-HRTimeline
Clarus Group, Inc.1,461$229K0.08%013F-HRTimeline
71 West Capital Partners1,454$228K0.01%new13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,450$227K0.05%+5013F-HRTimeline
BBR PARTNERS, LLC1,450$227K0.01%013F-HRTimeline
Marks Group Wealth Management, Inc1,450$227K0.02%-16813F-HRTimeline
HHM Wealth Advisors, LLC1,449$227K0.02%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,450$227K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hardy Reed LLC1,440$226K0.01%-3613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,428$224K0.01%+2313F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1,427$224K0.05%+18413F-HRTimeline
Ledyard National Bank1,423$223K0.02%+613F-HRTimeline
Bluebird Wealth Management LLC1,423$223K0.19%+8813F-HRTimeline
Gryphon Financial Partners LLC1,421$223K0.02%new13F-HRTimeline
Continuum Advisory, LLC1,421$223K0.02%new13F-HRTimeline
Rothschild Wealth LLC1,412$221K0.02%new13F-HRTimeline
Carter Financial Group, INC.1,406$220K0.11%-1,24313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,406$220K0.04%-6513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,405$220K0.01%013F-HRTimeline
Goepper Burkhardt LLC1,400$219K0.07%-35013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,395$219K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,394$218K<0.01%+4013F-HRTimeline
Royal Capital Wealth Management, LLC1,394$218K0.12%013F-HRTimeline
First National Trust Co1,393$218K0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,390$218K0.02%013F-HRTimeline
Facet Wealth, Inc.1,384$217K<0.01%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,383$217K0.01%-1213F-HRTimeline
O'ROURKE & COMPANY, Inc1,378$216K0.08%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,373$215K0.04%013F-HRTimeline
BOWEN HANES & CO INC1,400$214K0.01%013F-HRTimeline
Cascades Capital Asset Management, LLC1,362$213K0.08%-6313F-HRTimeline
TrustBankin group TrustBank1,362$213K0.07%013F-HRTimelineGroup
Family Manage LLC1,359$213K0.02%-13413F-HRTimeline
SeaCrest Wealth Management, LLC1,357$213K0.02%new13F-HRTimeline
Retirement Planning Co of New England, …1,356$213K0.08%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,353$212K0.14%-1813F-HRTimeline
GHP Investment Advisors, Inc.1,343$210K0.01%013F-HRTimeline
Warren Street Wealth Advisors, LLC1,340$210K0.05%+713F-HRTimeline
Owl Creek Wealth Partners LLC1,335$209K0.06%-18113F-HRTimeline
KPP Advisory Services LLC1,331$209K0.03%013F-HRTimeline
Symphony Financial, Ltd. Co.1,325$209K0.02%new13F-HRTimeline
Urban Wealth Management, LLC1,329$208K0.18%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,331$208K0.02%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,326$208K0.02%new13F-HRTimeline
Everhart Financial Group, Inc.1,326$208K0.01%+513F-HRTimeline
PlanVest Financial, Inc1,326$208K0.14%013F-HRTimeline
Scientech Research LLC1,315$206K0.17%new13F-HRTimeline
SFMG, LLC1,314$206K0.01%new13F-HRTimeline
Private Wealth Partners, LLC1,312$206K0.01%013F-HRTimeline
Spectrum Planning & Advisory Services I…1,311$205K0.09%new13F-HRTimeline
Prestige Wealth Management Group LLC1,305$205K0.04%013F-HRTimeline
Inlet Private Wealth, LLC1,304$204K0.05%new13F-HRTimeline
Dunhill Financial, LLC1,303$204K0.04%+31513F-HRTimeline
Headland Capital, LLC1,302$204K0.05%new13F-HRTimeline
CAMBIAR INVESTORS LLC1,301$204K0.01%-12513F-HRTimeline
Westover Capital Advisors, LLC1,300$204K0.03%new13F-HRTimeline
Aviance Capital Partners, LLC1,297$203K0.02%new13F-HRTimeline
American Trust Investment Advisors, LLC1,292$202K0.1%-5313F-HRTimeline
HOGE FINANCIAL SERVICES, LLC1,291$202K0.1%new13F-HRTimeline
CDKV HOLDINGS LLC1,291$202K0.16%013F-HRTimeline
Spectrum Advisors, Inc.1,288$202K0.14%new13F-HRTimeline
Madison Wealth Partners, Inc1,281$201K0.03%new13F-HRTimeline
Tanager Wealth Management LLP1,281$201K0.02%new13F-HRTimeline
Atwater Malick LLC1,278$200K0.04%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,267$199K0.07%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,264$198K0.02%new13F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC1,259$197K0.04%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,252$196K0.01%-16013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC1,253$196K0.14%+79113F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.1,181$185K0.02%-3,05113F-HR/ATimeline
MCF Advisors LLC1,157$181K0.01%013F-HRTimeline
SHP Wealth Management1,144$179K0.01%-5613F-HRTimeline
Strategic Wealth Partners, Ltd.1,133$178K0.01%-12513F-HRTimeline
SBI Securities Co., Ltd.1,101$173K<0.01%-8013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,094$171K0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,088$171K<0.01%-24613F-HRTimelineGroup
Piscataqua Savings Bank1,079$169K0.11%-35013F-HRTimeline
McMillan Office, Inc.1,068$167K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,060$166K0.13%-2613F-HRTimeline
WPG Advisers, LLC1,053$165K0.1%+15013F-HRTimeline
Salomon & Ludwin, LLC1,040$160K0.01%+23413F-HRTimeline
Glen Eagle Advisors, LLC1,001$157K0.02%013F-HRTimeline
Cornerstone Financial Management LLC980$154K0.12%+10513F-HR/ATimeline
Twin Tree Management, LP974$153K0.02%+18713F-HRTimeline
Allied Private Wealth LLC947$147K0.09%13F-HRTimeline
Citizens National Bank Trust Department925$145K0.02%013F-HRTimeline
Smithfield Trust Co892$139K0.01%013F-HRTimeline
Tacita Capital Inc885$139K0.08%-31513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC884$139K0.01%+25813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP884$139K0.01%+5313F-HRTimelineGroup
City State Bank856$134K0.03%013F-HRTimeline
CX Institutional844$132K<0.01%-3,35913F-HRTimeline
CGC Financial Services, LLC816$128K0.03%-5613F-HRTimeline
Tripletail Wealth Management, LLC790$126K0.15%+20013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$125K<0.01%013F-HRTimelineGroup
State of Wyoming792$124K0.01%-15013F-HRTimeline
Crews Bank & Trust786$123K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC771$121K0.05%-1613F-HRTimeline
KELLEHER FINANCIAL ADVISORS767$120K0.02%+18313F-HRTimeline
Triumph Capital Management752$118K0.02%+1013F-HRTimeline
Cape Investment Advisory, Inc.747$117K0.03%new13F-HRTimeline
IMA Advisory Services, Inc.743$116K0.01%+3613F-HRTimeline
BFSG, LLC739$116K0.01%+3913F-HRTimeline
Washington Trust Advisors, Inc.736$115K0.01%-113F-HRTimeline
Golden State Wealth Management, LLC733$115K0.01%+1613F-HRTimeline
High Note Wealth, LLC721$113K0.02%-25313F-HRTimeline
LOM Asset Management Ltd720$113K0.03%+24513F-HRTimeline
10Elms LLP700$110K0.05%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd700$110K<0.01%13F-HRTimelineGroup
MeadowBrook Investment Advisors LLC700$110K0.09%013F-HRTimeline
WealthCollab, LLC692$108K0.04%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC664$106K0.02%-1,98113F-HRTimelineGroup
MTM Investment Management, LLC662$104K0.03%013F-HRTimeline
Bullock Wealth Management Group673$104K0.05%-2013F-HRTimeline
Community Financial Services Group, LLC663$102K0.01%-1,63413F-HRTimeline
Murphy & Mullick Capital Management Corp650$102K0.06%013F-HRTimeline
EFG International AGin group EFG International AG648$102K<0.01%+113F-HRTimelineGroup
Lodestone Wealth Management LLC641$100K0.04%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC641$100K0.09%013F-HRTimeline
Provenance Wealth Advisors, LLC637$99.8K0.01%+13713F-HRTimeline
FIRST FINANCIAL CORP /IN/599$93.9K0.03%013F-HRTimeline
Addison Advisors LLC597$93.6K0.04%-2,53513F-HRTimeline
AMERIFLEX GROUP, INC.586$91.8K0.04%+1913F-HRTimeline
GW&K Investment Management, LLC581$91K<0.01%-213F-HRTimeline
TFC Financial Management, Inc.576$90.3K0.01%+41413F-HRTimeline
Financial Management Professionals, Inc.562$88.1K0.01%+1413F-HRTimeline
Limestone Investment Advisors LP562$88.1K0.04%new13F-HRTimeline
Trust Co558$87.5K0.01%+9913F-HRTimeline
DUNCKER STREETT & CO INC552$86.5K0.01%013F-HRTimeline
Clearstead Trust, LLC550$86.2K0.01%013F-HRTimeline
Costello Asset Management, INC538$84.3K0.03%013F-HRTimeline
Richardson Capital Management LLC535$83.8K0.04%013F-HRTimeline
Parvin Asset Management, LLC525$82.3K0.07%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.519$81.6K<0.01%-1413F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.518$81.1K0.05%+313F-HRTimeline
Hickory Point Bank & Trust516$80.9K0.05%013F-HRTimeline
FINANCIAL CONSULATE, INC515$80.7K0.01%+3313F-HRTimeline
Orion Capital Management LLC500$78.4K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$78.4K0.03%013F-HRTimelineGroup
First PREMIER Bank500$78K0.01%013F-HRTimeline