Skip to content
Disclosery

NVS NOVARTIS AG

Follow

ADR (ADR), issuer CIK 1114448

1,581 managers (1,605 13F filers) reported a position in NVS shares at 2026-03-31, 144,263,603 shares in all. 174 filers opened a position and 88 filers sold out during the quarter.

Managers
1,581
13F filers
1,605
New
174
Added
534
Reduced
551
Sold out
88
Shares held by filers
144,263,603

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Endowment Wealth Management, Inc.1,594$243K0.11%-12813F-HRTimeline
Physician Wealth Advisors, Inc.1,591$243K0.03%+2513F-HRTimeline
NIXON PEABODY TRUST CO1,587$242K0.02%-31513F-HRTimeline
Meramec Financial Planners, LLC1,605$242K0.1%013F-HRTimeline
Quotient Wealth Partners, LLC1,583$242K0.01%new13F-HRTimeline
Granite Group Advisors, LLC1,580$239K0.14%new13F-HRTimeline
Argentarii, LLC1,561$238K0.08%+1913F-HRTimeline
Genus Capital Management Inc.1,557$238K0.03%-59513F-HRTimeline
TOWNSQUARE CAPITAL LLC1,557$238K0.05%new13F-HRTimeline
JBGlobal.com LLC1,550$237K0.23%013F-HRTimeline
Tevis Investment Management1,546$236K0.13%new13F-HRTimeline
RVW Wealth, LLC1,542$236K0.02%-60613F-HRTimeline
Fragasso Financial Advisors Inc1,540$235K0.01%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,540$235K0.11%new13F-HRTimeline
Palumbo Wealth Management LLC1,537$235K0.06%+6013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,536$235K0.04%-113F-HRTimeline
BCS Wealth Management1,533$234K0.05%-1,53313F-HRTimeline
Interchange Capital Partners, LLC1,995$234K0.07%-1,95513F-HRTimeline
Portfolio Design Labs, LLC1,531$234K0.04%013F-HRTimeline
Kelly Financial Services LLC1,529$233K0.06%+3013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,504$233K0.02%+1613F-HRTimeline
Claris Financial LLC1,526$233K0.13%013F-HRTimeline
Epoch Investment Partners, Inc.1,525$233K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,525$233K0.04%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,523$233K0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC1,516$232K0.08%13F-HRTimeline
WealthSpring Partners, LLC1,505$230K0.21%+513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,500$229K0.01%new13F-HRTimelineGroup
Avalon Trust Co1,500$229K0.02%+13313F-HRTimeline
REBALANCE, LLC1,500$229K0.01%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,500$229K0.04%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO1,498$229K0.04%013F-HRTimeline
First National Bank of Hutchinson1,498$229K0.15%013F-HRTimeline
Westmount Partners, LLC1,498$229K0.06%new13F-HRTimeline
Family Manage LLC1,493$228K0.03%-18,84513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,492$228K0.02%013F-HRTimeline
Saratoga Research & Investment Manageme…1,490$228K0.01%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC1,487$227K<0.01%-44813F-HRTimeline
Pallas Capital Advisors LLC1,484$227K0.01%-31713F-HRTimeline
MFA Wealth Services1,484$227K0.15%+2813F-HRTimeline
Proficio Capital Partners LLC1,484$227K0.01%new13F-HRTimeline
Red Door Wealth Management, LLC1,478$226K0.02%new13F-HRTimeline
Hardy Reed LLC1,476$225K0.02%new13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…1,549$225K0.17%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,471$225K0.05%new13F-HRTimeline
Fiduciary Wealth Partners, LLC1,464$224K0.15%-1213F-HRTimeline
Clarus Group, Inc.1,461$223K0.08%013F-HRTimeline
Chicago Capital, LLC1,460$223K0.01%013F-HRTimeline
Integris Wealth Management, LLC1,459$223K0.05%013F-HRTimeline
PFW Advisors LLC1,457$223K0.07%013F-HRTimeline
TrueWealth Financial Partners1,452$222K0.09%new13F-HRTimeline
CPC Advisors, LLC1,450$222K0.04%-513F-HRTimeline
BBR PARTNERS, LLC1,450$221K0.01%-89313F-HRTimeline
North Star Investment Management Corp.1,449$221K0.01%+2313F-HRTimeline
HHM Wealth Advisors, LLC1,449$221K0.03%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,450$221K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leith Wheeler Investment Counsel Ltd.1,445$221K0.02%new13F-HRTimeline
Financial Planning Navigators CORP1,439$220K0.1%new13F-HRTimeline
Piscataqua Savings Bank1,429$218K0.15%013F-HRTimeline
CAMBIAR INVESTORS LLC1,426$218K0.01%-68813F-HRTimeline
Cascades Capital Asset Management, LLC1,425$218K0.09%013F-HRTimeline
Ledyard National Bank1,417$216K0.02%-11113F-HRTimeline
PFG Advisors1,415$216K0.01%-5413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,412$216K0.01%013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,405$215K0.01%new13F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP1,405$215K0.02%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…1,402$214K0.06%new13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,400$214K0.05%new13F-HRTimeline
BOWEN HANES & CO INC1,400$214K0.01%-1,40013F-HRTimeline
Adelphi Trust Co1,400$214K0.17%-11513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,395$213K0.01%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,395$213K0.02%new13F-HRTimeline
Leisure Capital Management1,394$213K0.07%-21113F-HRTimeline
Royal Capital Wealth Management, LLC1,394$213K0.13%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,390$212K0.02%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,389$212K0.08%-86813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,386$212K<0.01%-1,80913F-HRTimelineGroup
Balefire, LLC1,385$212K0.04%new13F-HRTimeline
O'ROURKE & COMPANY, Inc1,378$211K0.08%new13F-HRTimeline
Cooper Financial Group1,375$210K0.02%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,373$210K0.05%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,371$209K0.15%new13F-HRTimeline
Moment Partners, LLC1,365$209K0.04%new13F-HRTimeline
TrustBankin group TrustBank1,362$208K0.08%013F-HRTimelineGroup
LVW Advisors, LLC1,361$208K0.02%new13F-HRTimeline
Charter Oak Capital Management, LLC1,360$208K0.02%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,360$208K0.03%new13F-HRTimeline
Retirement Planning Co of New England, …1,356$207K0.08%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,354$207K<0.01%+5413F-HRTimeline
Willis Johnson & Associates, Inc.1,353$207K0.01%new13F-HRTimeline
American Trust Investment Advisors, LLC1,345$205K0.11%new13F-HRTimeline
GHP Investment Advisors, Inc.1,343$205K0.01%+3513F-HRTimeline
Rosenberg Matthew Hamilton1,342$205K0.04%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,341$205K0.04%new13F-HRTimeline
Bluebird Wealth Management LLC1,335$204K0.21%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,334$204K<0.01%-3313F-HRTimelineGroup
Warren Street Wealth Advisors, LLC1,333$204K0.05%new13F-HRTimeline
KPP Advisory Services LLC1,331$203K0.03%new13F-HRTimeline
Urban Wealth Management, LLC1,329$203K0.21%new13F-HRTimeline
Pathfinder Wealth Consulting, Inc.1,327$203K0.13%new13F-HRTimeline
PlanVest Financial, Inc1,326$203K0.15%13F-HRTimeline
PATRON PARTNERS, LLC1,325$202K0.09%new13F-HRTimeline
American Trust1,322$202K0.02%new13F-HRTimeline
Everhart Financial Group, Inc.1,321$202K0.02%new13F-HRTimeline
Private Wealth Partners, LLC1,312$200K0.02%-50013F-HRTimeline
Prestige Wealth Management Group LLC1,305$199K0.04%013F-HRTimeline
CDKV HOLDINGS LLC1,291$197K0.17%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,267$194K0.07%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,259$192K0.05%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,258$192K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,243$190K0.05%new13F-HRTimeline
SHP Wealth Management1,200$183K0.01%-28913F-HRTimeline
Tacita Capital Inc1,200$183K0.11%013F-HRTimeline
SBI Securities Co., Ltd.1,181$180K<0.01%-5413F-HRTimeline
MCF Advisors LLC1,157$177K0.01%+32813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,094$167K0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,088$166K0.09%+1,02213F-HRTimeline
Barnes Dennig Private Wealth Management…1,086$166K0.16%013F-HRTimeline
McMillan Office, Inc.1,068$163K0.02%013F-HRTimeline
First Command Advisory Services, Inc.1,067$163K<0.01%+93713F-HRTimeline
Glen Eagle Advisors, LLC1,001$153K0.02%013F-HRTimeline
Dunhill Financial, LLC988$151K0.04%+113F-HRTimeline
High Note Wealth, LLC974$149K0.03%013F-HRTimeline
State of Wyoming942$144K0.02%-6013F-HRTimeline
Citizens National Bank Trust Department925$141K0.02%013F-HRTimeline
WPG Advisers, LLC903$138K0.1%+48213F-HRTimeline
Smithfield Trust Co892$135K0.01%+2913F-HRTimeline
Cornerstone Financial Management LLC875$134K0.12%+2013F-HR/ATimeline
CGC Financial Services, LLC872$133K0.04%013F-HRTimeline
City State Bank856$131K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP831$127K0.01%+27113F-HRTimelineGroup
Root Financial Partners, LLC817$125K0.01%-9913F-HRTimeline
Salomon & Ludwin, LLC806$124K0.01%+5613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$122K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…790$121K0.02%+6013F-HRTimeline
ABOUND FINANCIAL, LLC787$120K0.05%-6113F-HRTimeline
Twin Tree Management, LP787$120K0.03%new13F-HRTimeline
Crews Bank & Trust786$120K0.02%013F-HRTimeline
Triumph Capital Management742$113K0.02%+6613F-HRTimeline
Washington Trust Advisors, Inc.737$113K0.01%-213F-HRTimeline
Golden State Wealth Management, LLC717$110K0.01%+713F-HRTimeline
IMA Advisory Services, Inc.707$108K0.01%-313F-HRTimeline
Bullock Wealth Management Group693$107K0.05%013F-HRTimeline
BFSG, LLC700$107K0.01%-5013F-HRTimeline
10Elms LLP700$107K0.07%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd700$107K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC700$106K0.05%new13F-HRTimeline
MeadowBrook Investment Advisors LLC700$106K0.09%013F-HRTimeline
WealthCollab, LLC692$106K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.679$104K0.01%-7513F-HRTimeline
MTM Investment Management, LLC662$101K0.03%+513F-HRTimeline
True Wealth Design, LLC662$101K0.03%+16613F-HRTimeline
Murphy & Mullick Capital Management Corp650$99.3K0.07%013F-HRTimeline
Destiny Wealth Partners, LLC648$99K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG647$98.8K<0.01%-3,92613F-HRTimelineGroup
Lodestone Wealth Management LLC641$97.9K0.04%013F-HR/ATimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC641$97.9K0.1%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC626$95.6K0.01%-49013F-HRTimeline
SUMMIT SECURITIES GROUP LLC600$91.7K0.04%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/599$91.5K0.04%013F-HRTimeline
Tripletail Wealth Management, LLC590$90.9K0.12%013F-HRTimeline
GW&K Investment Management, LLC583$89K<0.01%+8813F-HRTimeline
Sound Income Strategies, LLC574$89K<0.01%+4513F-HRTimeline
Innovative Asset Advisors Group, LLC573$87.5K0.05%13F-HRTimeline
AMERIFLEX GROUP, INC.567$86.6K0.04%+1113F-HRTimeline
Ares Financial Consulting, LLC547$84.8K0.07%new13F-HRTimeline
DUNCKER STREETT & CO INC552$84.3K0.02%013F-HRTimeline
Clearstead Trust, LLC550$84K0.01%-14613F-HRTimeline
Financial Management Professionals, Inc.548$83.7K0.01%013F-HRTimeline
Costello Asset Management, INC538$82.2K0.03%-10013F-HRTimeline
Richardson Capital Management LLC535$81.7K0.04%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.533$81.4K<0.01%-6113F-HRTimelineGroup
Parvin Asset Management, LLC525$80.2K0.06%013F-HRTimeline
Sunbelt Securities, Inc.523$79.8K0.01%+213F-HRTimeline
Hickory Point Bank & Trust516$78.8K0.05%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.515$78.6K0.05%+1113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV503$76.9K<0.01%+5913F-HRTimeline
KELLEHER FINANCIAL ADVISORS584$76.5K0.02%013F-HRTimeline
Orion Capital Management LLC500$76.4K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$76.4K0.03%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC500$76.4K0.01%013F-HRTimeline
First PREMIER Bank500$76K0.02%013F-HRTimeline
Beacon Financial Strategies CORP489$74.7K0.04%013F-HRTimeline
Westside Investment Management, Inc.484$74.5K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC482$73.6K0.01%+32813F-HRTimeline
Cornerstone Planning Group LLC502$73K0.01%+18113F-HRTimeline
LOM Asset Management Ltd475$72.6K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC462$71K0.05%013F-HRTimeline
Trust Co459$70.1K0.01%013F-HRTimeline
Missouri Trust & Investment Co459$70.1K0.02%013F-HRTimeline
Accent Capital Management, LLC454$69.3K0.03%new13F-HR/ATimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.453$69.2K<0.01%+20813F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV450$69K0.01%+20013F-HRTimeline
Union Bancaire Privee, UBP SA600$68.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.441$67.4K0.06%013F-HRTimeline
Heritage Wealth Advisors436$66.6K<0.01%-1,12013F-HRTimeline
MASECO LLP423$64.6K<0.01%-9713F-HRTimeline
ENTRUST FINANCIAL LLC418$63.9K0.04%+33313F-HRTimeline
Cassaday & Co Wealth Management LLC406$62K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC400$61.1K0.02%013F-HRTimeline