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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

1,372 managers (1,388 13F filers) reported a position in NVS shares at 2025-06-30, 133,507,472 shares in all. 95 filers opened a position and 76 filers sold out during the quarter.

Managers
1,372
13F filers
1,388
New
95
Added
493
Reduced
479
Sold out
76
Shares held by filers
133,507,472

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Caitong International Asset Management …479$58K0.04%-1,00313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…476$57.6K0.02%+11613F-HRTimeline
GW&K Investment Management, LLC470$57K<0.01%-11413F-HRTimeline
Traub Capital Management LLC469$56.8K0.05%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.464$56.1K0.05%013F-HRTimeline
Missouri Trust & Investment Co459$55.5K0.02%-9513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.447$55K0.04%+12813F-HRTimeline
Harbor Asset Planning, Inc.441$53.4K0.05%13F-HRTimeline
Manchester Capital Management LLC438$53K0.01%+2313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…432$52.3K<0.01%-7713F-HRTimeline
Prestige Wealth Management Group LLC425$51.4K0.01%013F-HR/ATimeline
Garde Capital, Inc.405$49K<0.01%013F-HRTimeline
Perkins Coie Trust Co400$48.4K0.01%-513F-HRTimeline
Fourth Dimension Wealth, LLC400$48.4K0.02%013F-HRTimeline
Bellwether Advisors, LLC389$47.1K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC383$46.3K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.375$45.4K<0.01%013F-HRTimeline
McIlrath & Eck, LLC375$45.4K0.01%013F-HRTimeline
Park Square Financial Group, LLC373$45.1K0.03%+10513F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC44,774$44.8K0.06%+44,40413F-HR/ATimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV367$44.4K0.04%+5413F-HRTimeline
Vermillion Wealth Management, Inc.365$44.2K0.02%-10013F-HRTimeline
Belvedere Trading LLC364$44K<0.01%-68713F-HRTimeline
Quaker Wealth Management, LLC352$42.6K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC350$42.4K0.02%013F-HRTimeline
AdvisorNet Financial, Inc346$41.9K<0.01%-3513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC369$41K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.334$40.4K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC324$39.2K0.02%013F-HRTimeline
Asset Dedication, LLC323$39.1K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK320$39K<0.01%+2013F-HRTimelineGroup
Trust Co300$36.3K<0.01%013F-HRTimeline
Solstein Capital, LLC300$36.3K0.02%-7213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management300$36.3K0.01%013F-HRTimelineGroup
MASECO LLP298$36.1K<0.01%13F-HRTimeline
Legacy Bridge, LLC292$35.3K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC292$35.3K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC290$35.1K0.01%+13113F-HRTimeline
ALERUS FINANCIAL NA281$34K<0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA281$33.7K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC272$32.9K0.01%013F-HRTimeline
New Millennium Group LLC267$32.3K0.02%013F-HRTimeline
MCF Advisors LLC264$31.9K<0.01%+10513F-HRTimeline
BARRETT & COMPANY, INC.260$31.5K0.01%new13F-HRTimeline
Bank of New Hampshire255$30.9K0.01%013F-HRTimeline
Bayforest Capital Ltd255$30.9K0.01%-49813F-HRTimeline
ALBION FINANCIAL GROUP /UT251$30.4K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC250$30.3K0.02%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…255$30K<0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV250$30K<0.01%013F-HRTimeline
Westside Investment Management, Inc.242$29.8K0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC245$29.6K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…245$29.6K0.02%013F-HRTimelineGroup
Beacon Capital Management, LLC245$29.6K<0.01%-9013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH237$28.7K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC235$28.4K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT232$28.1K<0.01%013F-HRTimeline
COUNTRY TRUST BANK232$28.1K<0.01%+3813F-HRTimeline
Medallion Wealth Advisors, LLC228$28.1K0.01%013F-HRTimeline
TSFG, LLC233$28K0.01%013F-HRTimeline
ADIRONDACK TRUST CO228$27.6K0.01%013F-HRTimeline
Nexus Investment Management ULC220$26.6K<0.01%013F-HRTimeline
GFG Capital, LLC218$26.4K0.01%new13F-HRTimeline
Cedar Wealth Management, LLC217$26.3K0.01%013F-HRTimeline
WPG Advisers, LLC215$26K0.02%-1313F-HRTimeline
West Oak Capital, LLC21,413$25.9K1.01%+2,50013F-HRTimeline
ORG Partners LLC210$25.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.210$25.4K<0.01%013F-HRTimeline
MAR VISTA INVESTMENT PARTNERS LLC207$25K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC207$25K<0.01%-713F-HRTimeline
Red Tortoise LLC207$25K0.01%013F-HRTimeline
WFA Asset Management Corp233$24.8K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST200$24.2K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…200$24.2K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC200$24.2K0.02%-4413F-HRTimeline
TrinityBridge Ltd200$24K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.195$23.6K0.02%+14313F-HRTimeline
Bell Investment Advisors, Inc189$22.9K<0.01%+1613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP200$22.3K0.01%13F-HRTimeline
Quintet Private Bank (Europe) S.A.181$21.9K<0.01%013F-HRTimeline
S&T Bank/PA180$21.8K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.180$21.8K0.07%013F-HRTimeline
Sound Income Strategies, LLC179$21.7K<0.01%+11713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC175$21.2K0.01%+1313F-HRTimeline
Archer Investment Corp173$20.9K<0.01%+213F-HRTimeline
Coston, McIsaac & Partners170$20K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…165$20K0.02%013F-HR/ATimeline
Innovative Advisory Group, LLC165$20K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC168$19.8K<0.01%+4913F-HRTimeline
TFC Financial Management, Inc.162$19.6K<0.01%-6313F-HRTimeline
Copia Wealth Management160$19.4K0.02%013F-HRTimeline
Park Place Capital Corp152$18.7K<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG158$18.5K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC150$18.2K0.01%013F-HRTimeline
True Wealth Design, LLC136$16.5K0.01%+913F-HRTimeline
CITY HOLDING CO135$16.3K<0.01%013F-HRTimeline
Silicon Valley Capital Partners124$15K<0.01%-13213F-HRTimeline
Pacific Center for Financial Services123$14.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC123$14.9K<0.01%+8513F-HRTimeline
Clean Yield Group120$14.5K<0.01%013F-HRTimeline
Lavaca Capital LLC119$14.4K0.01%013F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…115$13.9K0.01%013F-HRTimeline
Darwin Wealth Management, LLC112$13.6K<0.01%-8513F-HRTimeline
Asset Planning,Inc107$12.9K0.01%013F-HRTimeline
Bare Financial Services, Inc103$12.5K<0.01%+7713F-HRTimeline
Westend Capital Management, LLC100$12.1K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$12.1K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.100$12.1K<0.01%013F-HRTimeline
West Branch Capital LLC100$12.1K<0.01%-4013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC100$12.1K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA98$11.9K0.01%013F-HRTimeline
Centricity Wealth Management, LLC98$11.9K0.01%013F-HRTimeline
Access Investment Management LLC93$11.3K<0.01%13F-HRTimeline
New England Capital Financial Advisors …91$11K0.01%new13F-HRTimeline
FSA Wealth Management LLC90$10.9K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.90$10.9K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc83$10K<0.01%-6913F-HRTimeline
Strategic Investment Solutions, Inc. /IL80$9.68K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co75$9.08K<0.01%013F-HRTimeline
Hemington Wealth Management79$9K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC73$8.83K0.01%013F-HRTimeline
Stephens Consulting, LLC69$8.35K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.68$8.23K<0.01%-6013F-HRTimeline
NFSG Corp68$8.18K<0.01%+4213F-HRTimeline
Prudent Man Investment Management, Inc.84$8.18K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC67$8.11K<0.01%013F-HRTimeline
Robinswood Financial LLC66$7.99K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC66$7.98K<0.01%+2513F-HRTimeline
Creative Capital Management Investments…59$7.14K<0.01%013F-HRTimeline
Team Financial Group, LLC58$7.02K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC58$7K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC57$6.9K0.01%+1113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.56$6.78K<0.01%013F-HRTimeline
Fortitude Family Office, LLC53$6.41K<0.01%013F-HRTimeline
Ninety One UK Ltd52$6.29K<0.01%-9513F-HRTimeline
Friedenthal Financial52$6.29K<0.01%013F-HRTimeline
Morse Asset Management, Inc49$5.93K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC48$5.81K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC47$5.69K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…45$5.45K<0.01%013F-HRTimeline
2UniFi Bank44$5.32K<0.01%013F-HRTimeline
Accent Capital Management, LLC40$4.84K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.39$4.72K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.39$4.72K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC39$4.43K<0.01%013F-HRTimeline
Main Street Group, LTD36$4.36K<0.01%-6213F-HRTimeline
Principia Wealth Advisory, LLC36$4.36K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.31$3.75K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC30$3.63K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC29$3.51K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22$3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC24$2.97K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC21$2.5K<0.01%013F-HRTimeline
TD Capital Management LLC21$2.49K<0.01%+113F-HRTimeline
NVWM, LLC20$2.42K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.19$2.3K<0.01%013F-HRTimeline
Marquette Asset Management, LLC17$2.06K<0.01%013F-HRTimeline
Kilter Group LLC17$2.06K<0.01%new13F-HRTimeline
Perritt Capital Management Inc17$2.06K<0.01%013F-HR/ATimeline
Abound Wealth Management15$1.82K<0.01%-113F-HRTimeline
Granite FO LLC14$1.69K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC12$1.45K<0.01%013F-HRTimeline
Winch Advisory Services, LLC11$1.37K<0.01%013F-HRTimeline
Gold Investment Management Ltd.10$1.23K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.8$968<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.6$726<0.01%-1013F-HR/ATimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$606<0.01%013F-HRTimeline
Financial Freedom, LLC3$397<0.01%013F-HRTimeline
Blume Capital Management, Inc.1$122<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1$121<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding0$0-27,440Timeline