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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,325 managers (1,344 13F filers) reported a position in NVS shares at 2024-12-31, 130,383,854 shares in all. 77 filers opened a position and 105 filers sold out during the quarter.

Managers
1,325
13F filers
1,344
New
77
Added
420
Reduced
469
Sold out
105
Shares held by filers
130,383,854

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital A Wealth Management, LLC229$22.3K0.04%13F-HRTimeline
Medallion Wealth Advisors, LLC228$22.2K0.01%13F-HRTimeline
ADIRONDACK TRUST CO228$22.2K0.01%-6113F-HRTimeline
TFC Financial Management, Inc.225$21.9K<0.01%-3913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.223$21.7K0.02%13F-HRTimeline
Cedar Wealth Management, LLC217$21.1K0.01%013F-HRTimeline
Center for Financial Planning, Inc.210$20.4K<0.01%013F-HRTimeline
Red Tortoise LLC207$20.1K0.01%013F-HRTimeline
Centricity Wealth Management, LLC202$19.7K0.02%13F-HRTimeline
Frazier Financial Advisors, LLC200$19.5K0.02%-7113F-HRTimeline
FIRST UNITED BANK & TRUST200$19.5K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP200$19.5K<0.01%013F-HRTimeline
MilWealth Group LLC200$19.5K0.01%new13F-HRTimeline
Copia Wealth Management200$19.5K0.02%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC198$19.3K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC197$19.2K0.01%+2813F-HR/ATimeline
TrinityBridge Ltd200$19K<0.01%013F-HRTimeline
COUNTRY TRUST BANK194$18.9K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc192$18.7K<0.01%+2013F-HRTimeline
Fortitude Family Office, LLC192$18.7K0.01%-12813F-HRTimeline
West Oak Capital, LLC18,778$18.3K0.65%+12513F-HR/ATimeline
Eagle Bay Advisors LLC184$17.9K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.181$17.6K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.180$17.5K0.09%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.172$16.7K0.01%13F-HRTimeline
Archer Investment Corp171$16.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC171$16.6K0.01%13F-HRTimeline
Transce3nd, LLC165$16.1K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc152$14.8K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Place Capital Corp152$14.8K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC148$14.4K<0.01%-55613F-HRTimeline
Ninety One UK Ltd147$14.3K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC146$14.2K<0.01%13F-HRTimeline
Standard Family Office LLC144$14K0.02%-19213F-HRTimeline
Coston, McIsaac & Partners150$14K<0.01%013F-HRTimeline
West Branch Capital LLC140$13.6K<0.01%-6013F-HRTimeline
CITY HOLDING CO135$13.1K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC130$12.7K<0.01%new13F-HRTimeline
True Wealth Design, LLC129$12.6K<0.01%+2713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.128$12.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC127$12.4K0.01%13F-HRTimeline
Quent Capital, LLC126$12.3K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…128$12K0.01%-35313F-HRTimeline
Centerpoint Advisors, LLC125$12K<0.01%013F-HRTimeline
Pacific Center for Financial Services123$12K<0.01%013F-HRTimeline
PSI Advisors, LLC121$11.8K<0.01%013F-HRTimeline
Lavaca Capital LLC119$11.6K0.01%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV115$11.2K0.01%13F-HRTimeline
MCF Advisors LLC115$11.2K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…115$11.2K0.01%13F-HRTimeline
Stephens Consulting, LLC109$10.6K<0.01%013F-HRTimeline
Asset Planning,Inc107$10.4K0.01%13F-HRTimeline
Horrell Capital Management, Inc.100$10K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.100$9.73K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.100$9.73K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC100$9.73K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.100$9.73K<0.01%013F-HRTimeline
Main Street Group, LTD98$9.54K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA98$9.54K0.01%013F-HRTimeline
Atala Financial Inc98$9.54K0.01%13F-HRTimeline
FSA Wealth Management LLC90$8.76K<0.01%-3313F-HRTimeline
Reyes Financial Architecture, Inc.85$8.27K0.01%13F-HRTimeline
Aspetuck Financial Management LLC85$8.27K0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.84$8.18K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC79$8.17K<0.01%-3613F-HRTimeline
Strategic Investment Solutions, Inc. /IL80$7.79K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co75$7.3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC73$7.1K<0.01%new13F-HRTimeline
Slocum, Gordon & Co LLP73$7.1K0.01%013F-HRTimeline
Hemington Wealth Management79$7K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC67$6.52K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC66$6.42K<0.01%-7313F-HRTimeline
Robinswood Financial LLC66$6.42K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC65$6.33K<0.01%013F-HRTimeline
Creative Capital Management Investments…59$5.74K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.56$5.45K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC55$5.35K<0.01%013F-HRTimeline
Caitlin John, LLC54$5.27K<0.01%013F-HRTimeline
WR Wealth Planners, LLC54$5.25K<0.01%+313F-HRTimeline
NewSquare Capital LLC53$5.16K<0.01%new13F-HRTimeline
Mendota Financial Group, LLC53$5.14K<0.01%-1213F-HRTimeline
Friedenthal Financial52$5.06K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.52$5.03K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC59$5K<0.01%13F-HRTimeline
TSFG, LLC50$5K<0.01%013F-HRTimeline
JDM Financial Group LLC50$4.87K<0.01%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC45$4.79K<0.01%013F-HRTimeline
Signature Resources Capital Management,…45$4.38K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.45$4.38K<0.01%13F-HRTimeline
2UniFi Bank44$4.28K<0.01%13F-HRTimeline
Mainstream Capital Management LLC44$4.28K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC44$4.28K<0.01%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC40$3.89K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.39$3.8K<0.01%-413F-HRTimeline
Financial Network Wealth Advisors LLC39$3.79K0.01%-1813F-HRTimeline
Princeton Global Asset Management LLC38$3.7K<0.01%013F-HRTimeline
Horizon Investments, LLC37$3.6K<0.01%-113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.36$3.5K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC36$3.5K<0.01%013F-HRTimeline
Advantage Trust Co36$3.5K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding33$3.21K-344Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.31$3.02K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC30$2.92K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC29$2.82K<0.01%013F-HRTimeline
NFSG Corp26$2.53K<0.01%013F-HRTimeline
Abound Wealth Management23$2.24K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC23$2.24K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22$2K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.20$1.95K<0.01%-18113F-HRTimeline
TD Capital Management LLC20$1.95K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.19$1.85K<0.01%013F-HRTimeline
Marquette Asset Management, LLC17$1.66K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.16$1.56K<0.01%013F-HRTimeline
Rakuten Securities, Inc.15$1.46K<0.01%+1013F-HRTimeline
Granite FO LLC14$1.36K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC12$1.17K<0.01%-2513F-HRTimeline
Winch Advisory Services, LLC11$1.07K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.10$1.06K0.1%-10,65213F-HRTimeline
Gold Investment Management Ltd.10$973<0.01%013F-HRTimeline
SWAN Capital LLC9$876<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC9$876<0.01%new13F-HRTimeline
Creekmur Asset Management LLC7$681<0.01%013F-HRTimeline
Financial Freedom, LLC3$310<0.01%013F-HRTimeline
REAP Financial Group, LLC0$17<0.01%-2113F-HRTimelineAmount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.