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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,344 managers (1,361 13F filers) reported a position in NVS shares at 2025-03-31, 139,181,945 shares in all. 107 filers opened a position and 80 filers sold out during the quarter.

Managers
1,344
13F filers
1,361
New
107
Added
430
Reduced
509
Sold out
80
Shares held by filers
139,181,945

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INVESTMENT MANAGEMENT CORP /VA/ /ADV313$34.9K0.03%+19813F-HRTimeline
Trust Co300$33.4K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management300$33.4K0.01%13F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK300$33K<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC292$32.6K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC292$32.6K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA281$31.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC272$30.3K0.01%013F-HRTimeline
Park Square Financial Group, LLC268$29.9K0.02%-4513F-HRTimeline
New Millennium Group LLC267$29.8K0.02%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.259$28.9K0.01%new13F-HRTimeline
Silicon Valley Capital Partners256$28.9K<0.01%013F-HRTimeline
Bank of New Hampshire255$28.4K0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…255$28.1K<0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV250$28K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT251$28K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC250$27.9K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…245$27.3K0.02%013F-HRTimelineGroup
Frazier Financial Advisors, LLC244$27.2K0.02%+4413F-HRTimeline
McClarren Financial Advisors, Inc.117$27K0.02%-12513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH237$26.4K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC235$26.2K0.02%+613F-HRTimeline
TSFG, LLC233$26K0.01%+18313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT232$25.9K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC229$25.5K0.03%013F-HRTimeline
ADIRONDACK TRUST CO228$25.4K0.01%013F-HRTimeline
WPG Advisers, LLC228$25.4K0.02%-14413F-HRTimeline
TFC Financial Management, Inc.225$25.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC228$25K0.01%013F-HRTimeline
Cedar Wealth Management, LLC217$24.2K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC214$23.9K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.210$23.4K<0.01%013F-HRTimeline
MAR VISTA INVESTMENT PARTNERS LLC207$23.1K<0.01%-9313F-HRTimeline
Red Tortoise LLC207$23.1K0.01%013F-HRTimeline
ORG Partners LLC210$23K0.01%-3413F-HRTimeline
WFA Asset Management Corp233$22.5K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC202$22.5K<0.01%+413F-HRTimeline
FIRST UNITED BANK & TRUST200$22.3K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC200$22.3K0.02%new13F-HRTimeline
Smallwood Wealth Investment Management,…200$22.3K0.01%new13F-HRTimeline
TrinityBridge Ltd200$22K<0.01%013F-HRTimeline
COUNTRY TRUST BANK194$21.6K<0.01%013F-HR/ATimeline
West Oak Capital, LLC18,913$21.1K0.82%+13513F-HRTimeline
Quintet Private Bank (Europe) S.A.181$20.2K<0.01%013F-HRTimeline
S&T Bank/PA180$20.1K0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.180$20.1K0.07%013F-HRTimeline
Bell Investment Advisors, Inc173$19.3K<0.01%-1913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.172$19.2K0.01%013F-HRTimeline
Darwin Wealth Management, LLC197$19.2K0.01%013F-HRTimeline
Archer Investment Corp171$19.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC171$19.1K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…165$18.4K0.02%13F-HRTimeline
Transce3nd, LLC165$18.4K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC162$18.1K0.01%new13F-HRTimeline
Coston, McIsaac & Partners170$18K0.01%+2013F-HRTimeline
MCF Advisors LLC159$17.9K<0.01%+4413F-HRTimeline
Stonebridge Financial Group, LLC160$17.8K<0.01%+1413F-HRTimeline
Copia Wealth Management160$17.8K0.02%-4013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC159$17.7K0.01%+9313F-HRTimeline
SSA SWISS ADVISORS AG158$17.6K0.01%13F-HRTimeline
Park Place Capital Corp152$16.9K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC150$16.7K0.01%new13F-HRTimeline
Ninety One UK Ltd147$16.4K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…148$15.8K0.01%new13F-HRTimeline
West Branch Capital LLC140$15.6K0.01%013F-HRTimeline
CITY HOLDING CO135$15K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc152$14.8K<0.01%013F-HRTimeline
NewSquare Capital LLC131$14.6K<0.01%+7813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.128$14.3K<0.01%013F-HRTimeline
True Wealth Design, LLC127$14.2K0.01%-213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC127$14.2K0.01%013F-HR/ATimeline
Pacific Center for Financial Services123$13.7K<0.01%013F-HRTimeline
PSI Advisors, LLC121$13.5K<0.01%013F-HRTimeline
Clean Yield Group120$13.4K<0.01%-25413F-HRTimeline
Lavaca Capital LLC119$13.3K0.01%013F-HRTimeline
Cornerstone Planning Group LLC119$13.1K<0.01%+4013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…115$12.8K0.01%013F-HRTimeline
Asset Planning,Inc107$11.9K0.01%013F-HRTimeline
Westend Capital Management, LLC100$11.1K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.100$11.1K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.100$11.1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.100$11.1K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.100$11.1K<0.01%013F-HRTimeline
Main Street Group, LTD98$10.9K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA98$10.9K0.01%013F-HRTimeline
Atala Financial Inc98$10.9K0.01%013F-HRTimeline
Centricity Wealth Management, LLC98$10.9K0.01%-10413F-HRTimeline
FSA Wealth Management LLC90$10K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC100$9.73K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…85$9.41K<0.01%-11,11213F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL80$8.92K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co75$8.36K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.84$8.18K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC73$8.14K0.01%013F-HRTimeline
Slocum, Gordon & Co LLP73$8.14K0.01%013F-HRTimeline
Hemington Wealth Management79$8K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC69$7.69K<0.01%+6013F-HRTimeline
Mascoma Wealth Management LLC67$7.47K<0.01%013F-HRTimeline
Robinswood Financial LLC66$7.36K<0.01%013F-HRTimeline
Sound Income Strategies, LLC62$6.92K<0.01%-2,13413F-HRTimeline
Creative Capital Management Investments…59$6.58K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC58$6.47K<0.01%-113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.56$6.24K<0.01%013F-HRTimeline
Fortitude Family Office, LLC53$5.91K<0.01%-13913F-HRTimeline
Friedenthal Financial52$5.8K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.52$5.8K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC48$5.35K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC46$5.13K0.01%+713F-HRTimeline
Signature Resources Capital Management,…45$5.02K<0.01%013F-HRTimeline
2UniFi Bank44$4.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department43$4.79K<0.01%new13F-HRTimelineGroup
Accent Capital Management, LLC40$4.62K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC40$4.61K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC41$4.57K<0.01%-10713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.39$4.35K<0.01%013F-HRTimeline
Hughes Financial Services, LLC39$4.28K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC38$4.24K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.36$4.01K<0.01%013F-HRTimelineGroup
Quent Capital, LLC36$4.01K<0.01%-9013F-HRTimeline
Horizon Investments, LLC32$3.57K<0.01%-513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.31$3.46K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC30$3.34K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC29$3.23K<0.01%013F-HRTimeline
NFSG Corp26$2.9K<0.01%013F-HRTimeline
Bare Financial Services, Inc26$2.9K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC21$2.3K<0.01%new13F-HRTimeline
TD Capital Management LLC20$2.23K<0.01%013F-HRTimeline
Hartford Financial Management Inc.19$2.12K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22$2K<0.01%013F-HRTimeline
Marquette Asset Management, LLC17$1.9K<0.01%013F-HRTimeline
Perritt Capital Management Inc17$1.9K<0.01%new13F-HRTimeline
Abound Wealth Management16$1.78K<0.01%-713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.16$1.78K<0.01%+113F-HRTimelineGroup
Global Wealth Strategies & Associates14$1.56K<0.01%new13F-HRTimeline
Granite FO LLC14$1.56K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC12$1.34K<0.01%013F-HRTimeline
Mattson Financial Services, LLC12$1.34K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC11$1.23K<0.01%013F-HRTimeline
Gold Investment Management Ltd.10$1.11K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.8$892<0.01%new13F-HR/ATimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$558<0.01%new13F-HRTimeline
Financial Freedom, LLC3$355<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$335<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,98113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.