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Disclosery

NVS NOVARTIS AG

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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
Cornerstone Planning Group LLC501$76.7K0.01%-113F-HRTimeline
Beacon Financial Strategies CORP489$76.6K0.04%013F-HRTimeline
True Wealth Design, LLC485$76K0.02%-17713F-HRTimeline
Westside Investment Management, Inc.484$75.9K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.474$74.3K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc469$73.5K<0.01%+19813F-HRTimeline
Ares Financial Consulting, LLC457$71.6K0.05%-9013F-HRTimeline
Union Bancaire Privee, UBP SA600$71.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.453$71K<0.01%013F-HRTimelineGroup
United Financial Planning Group LLC450$70.5K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV446$70K<0.01%-5713F-HRTimeline
Harbor Asset Planning, Inc.441$69.1K0.05%013F-HRTimeline
Accent Capital Management, LLC438$68.6K0.03%-1613F-HRTimeline
Heritage Wealth Advisors436$68.3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.14,750$66.8K0.01%+14,41613F-HRTimeline
ENTRUST FINANCIAL LLC418$65.5K0.04%013F-HRTimeline
Bogart Wealth, LLC406$63.6K<0.01%+1413F-HRTimeline
Timbuktu Capital Management, LLC400$62.7K0.09%13F-HRTimeline
Fourth Dimension Wealth, LLC400$62.7K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.381$59.7K0.01%-29813F-HR/ATimeline
BROADWATER CAPITAL MANAGEMENT LLC370$58K0.04%013F-HRTimeline
Vermillion Wealth Management, Inc.365$57.2K0.01%013F-HRTimeline
Midway Capital Research & Management363$56.9K0.05%013F-HRTimeline
First Bancorp, Inc /ME/362$56.7K0.02%new13F-HRTimeline
Aventura Private Wealth, LLC359$56.3K0.02%+3513F-HRTimeline
Quaker Wealth Management, LLC352$55.2K0.02%013F-HRTimeline
Markowski Investments339$53.2K0.01%13F-HRTimeline
COUNTRY TRUST BANK339$53.1K<0.01%-313F-HRTimeline
Dynamic Wealth Strategies, LLC338$53K0.03%013F-HRTimeline
Financial Network Wealth Advisors LLC334$52.3K0.05%+7413F-HRTimeline
Strategic Wealth Advisors LLC382$52K0.04%013F-HRTimeline
Cassaday & Co Wealth Management LLC322$50.4K<0.01%-8413F-HRTimeline
Essential Partners LLC320$50.1K0.02%-5413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC319$50K0.01%+2013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…318$49.8K<0.01%013F-HRTimeline
Solstein Capital, LLC300$47K0.02%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management300$47K0.01%new13F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.296$46.4K0.02%013F-HRTimeline
Legacy Bridge, LLC292$45.8K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC292$45.8K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT281$44K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA281$44K<0.01%013F-HRTimeline
Lavaca Capital LLC278$43.6K<0.01%+15913F-HRTimeline
Whipplewood Advisors, LLC278$43.6K0.03%-81013F-HRTimeline
MASECO LLP275$43.1K<0.01%-14813F-HRTimeline
Medallion Wealth Advisors, LLC265$41.5K0.01%-5813F-HRTimeline
Bell Investment Advisors, Inc259$40.6K0.01%-413F-HRTimeline
Measured Wealth Private Client Group, L…259$40.6K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC256$40.1K0.02%013F-HRTimeline
Bank of New Hampshire255$40K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC253$39.6K0.01%-1013F-HRTimeline
Nalls Sherbakoff Group, LLC250$39.2K0.03%013F-HRTimeline
Signature Equity Partners, LLC240$37.6K0.02%+1213F-HRTimeline
TSFG, LLC233$37K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC235$36.8K<0.01%+2813F-HRTimeline
NBH Bank231$36.2K0.02%13F-HRTimeline
BAYBAN229$35.9K0.03%013F-HRTimeline
Pflug Koory, LLC225$35.3K0.01%013F-HRTimeline
Nexus Investment Management ULC220$34.5K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.221$33.8K0.02%013F-HRTimeline
CrossGen Wealth, LLC210$33K0.03%013F-HRTimeline
Center for Financial Planning, Inc.210$32.9K<0.01%013F-HRTimeline
Kilter Group LLC209$32.8K0.01%+19613F-HRTimeline
Crewe Advisors LLC206$32.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…200$31.3K0.01%013F-HRTimeline
United Community Bankin group United Community Bank200$31.3K0.01%-3013F-HRTimelineGroup
Frazier Financial Advisors, LLC200$31.3K0.02%-713F-HRTimeline
Burnham & Co LLC200$31.3K0.03%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH193$30.2K0.01%013F-HRTimeline
Silicon Valley Capital Partners192$30K<0.01%+16113F-HRTimeline
CITY HOLDING CO190$29.8K<0.01%+5513F-HRTimeline
Park Place Capital Corp187$29.3K<0.01%013F-HRTimeline
Coston, McIsaac & Partners186$29K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.183$28.7K<0.01%+17913F-HRTimeline
Quintet Private Bank (Europe) S.A.181$28.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…180$28.2K0.01%+1713F-HRTimeline
Asset Dedication, LLC177$27.7K<0.01%-15113F-HRTimeline
FIRST UNITED BANK & TRUST175$27.4K0.01%013F-HRTimeline
ADIRONDACK TRUST CO173$27.1K0.01%-4713F-HRTimeline
Towne Trust Company, N.A166$26K0.01%+1713F-HRTimeline
Archer Investment Corp166$26K<0.01%013F-HR/ATimeline
Atlatl Advisers LLC164$25.7K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.163$25.5K0.02%+13813F-HRTimeline
CBIZ Investment Advisory Services, LLC167$25.5K<0.01%013F-HRTimeline
JPL Wealth Management, LLC162$25.5K0.01%+413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC162$25.4K0.01%013F-HRTimeline
Highland Investment Advisors LLC161$25.2K0.01%13F-HRTimeline
Copia Wealth Management160$25.1K0.02%013F-HRTimeline
Westfuller Advisors, LLC156$24.4K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC154$24.1K0.01%+1113F-HRTimeline
Imprint Wealth LLC150$23.5K0.1%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.149$23.4K<0.01%-1413F-HR/ATimeline
MJT & Associates Financial Advisory Gro…148$23.2K0.02%013F-HRTimeline
Bullseye Investment Management, LLC146$22.9K0.01%013F-HRTimeline
Canton Hathaway, LLC142$22.3K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.138$21.6K0.01%+4813F-HRTimeline
Pacific Center for Financial Services123$19.3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC123$19.3K<0.01%013F-HRTimeline
High Point Wealth Management, LLC123$19.2K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC120$18.8K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.120$18.8K<0.01%new13F-HRTimeline
Mosley Wealth Management119$18.6K0.01%-113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC116$18.2K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC114$18K<0.01%013F-HRTimeline
Asset Planning,Inc107$16.7K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC105$16.5K<0.01%+1913F-HRTimeline
Abound Wealth Management102$16K<0.01%-113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…102$16K0.01%-2613F-HRTimeline
WEBSTER BANK, N. A.100$15.7K<0.01%013F-HRTimeline
Westend Capital Management, LLC100$15.7K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$15.7K0.01%013F-HRTimeline
West Branch Capital LLC100$15.7K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC100$15.7K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc100$15.7K0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC100$15.7K0.01%013F-HRTimeline
Strengthening Families & Communities, L…100$15.7K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA98$15.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC94$14.7K<0.01%+8213F-HRTimeline
Access Investment Management LLC93$14.6K<0.01%013F-HRTimeline
New England Capital Financial Advisors …91$14.3K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC90$14.1K<0.01%-113F-HRTimeline
Aventus Investment Advisors, Inc.90$14.1K0.01%013F-HRTimeline
Nova Wealth Management, Inc.88$13.8K0.01%+5013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC87$13.6K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc83$13K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.82$12.9K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL80$12.5K<0.01%013F-HRTimeline
Nemes Rush Group LLC80$12.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC78$12.2K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK75$12K<0.01%013F-HRTimelineGroup
Ninety One UK Ltd76$11.9K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC76$11.9K<0.01%new13F-HRTimeline
Advantage Trust Co75$11.8K<0.01%new13F-HRTimeline
American Capital Advisory, LLC75$11.8K<0.01%-2113F-HRTimeline
Napier Financial, LLC74$11.6K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.84$11.6K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC72$11.3K<0.01%+2213F-HRTimeline
Caitlin John, LLC71$11.1K0.01%013F-HRTimeline
Mascoma Wealth Management LLC67$10.5K<0.01%013F-HRTimeline
Robinswood Financial LLC66$10.3K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.65$10.2K<0.01%+1813F-HRTimelineGroup
Boreal Capital Management LLC65$10.2K0.01%013F-HRTimeline
Burk Holdings LLC64$10K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC63$9.87K<0.01%013F-HRTimeline
Gleason Group, Inc.62$9.72K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC60$9.43K<0.01%new13F-HRTimeline
Creative Capital Management Investments…59$9.25K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.56$8.78K<0.01%013F-HRTimeline
Strive Financial Group ,LLC55$8.62K<0.01%013F-HR/ATimeline
Fortitude Family Office, LLC53$8.31K<0.01%013F-HRTimeline
JDM Financial Group LLC51$7.99K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC51$7.99K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co50$7.84K<0.01%013F-HRTimeline
Blume Capital Management, Inc.50$7.84K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC49$7.68K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…45$7.05K<0.01%013F-HRTimeline
Signature Resources Capital Management,…45$7.05K<0.01%013F-HRTimeline
Quent Capital, LLC44$6.9K<0.01%+813F-HRTimeline
Ankerstar Wealth, LLC44$6.9K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.41$6.43K<0.01%-413F-HRTimeline
Synergy Investment Management, LLC40$6.32K<0.01%+2313F-HRTimeline
MCDONALD PARTNERS LLC40$6.27K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.39$6.11K<0.01%13F-HRTimeline
Horizon Investments, LLC39$6.11K<0.01%-3313F-HRTimeline
Hughes Financial Services, LLC39$6.11K<0.01%013F-HRTimeline
Main Street Group, LTD36$5.64K<0.01%013F-HRTimeline
TD Capital Management LLC33$5.17K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.33$5.17K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.31$4.86K<0.01%013F-HRTimeline
Paladin Partners, LLC31$4.86K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN30$4.7K<0.01%013F-HRTimeline
MidFirst Bank30$4.7K<0.01%013F-HRTimeline
NFSG Corp27$4.25K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…25$3.92K<0.01%+1813F-HRTimelineGroup
DecisionPoint Financial, LLC25$3.85K<0.01%013F-HRTimeline
Kozak & Associates, Inc.21$3.24K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$3.13K<0.01%-11213F-HRTimeline
NVWM, LLC20$3.13K<0.01%013F-HRTimeline
Navigoe, LLC23$3K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22$3K<0.01%013F-HRTimeline
Hartford Financial Management Inc.19$2.98K<0.01%013F-HRTimeline
Park Square Financial Group, LLC17$2.66K0.02%-713F-HRTimeline
Virginia Estate & Retirement Planning A…17$2.66K<0.01%013F-HRTimeline
Corsicana & Co.16$2.51K<0.01%013F-HRTimeline
Lummis Asset Management, LP16$2.51K<0.01%013F-HRTimeline
Monetary Solutions, Ltd16$2.51K<0.01%new13F-HRTimeline
Security National Bank15$2.35K<0.01%new13F-HRTimeline
Advocate Investing Services LLC15$2.35K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC15$2.34K<0.01%new13F-HRTimeline
Breakwater Investment Management14$2.19K<0.01%new13F-HRTimeline
Granite FO LLC14$2.19K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…14$2.19K<0.01%-3113F-HRTimeline
Luminist Capital LLC13$2.04K<0.01%new13F-HRTimeline
Key Capital Management, INC12$1.88K<0.01%new13F-HRTimeline
Downshift Financial, LLC12$1.88K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC12$1.82K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC10$1.57K<0.01%013F-HRTimeline
Operose Advisors LLC10$1.57K<0.01%-6113F-HRTimeline
Gold Investment Management Ltd.10$1.57K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC9$1.41K<0.01%-8313F-HRTimeline