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Disclosery

NVS NOVARTIS AG

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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
Bogart Wealth, LLC392$59.9K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC382$58K0.05%013F-HRTimeline
McIlrath & Eck, LLC375$57.3K<0.01%013F-HRTimeline
Essential Partners LLC374$57.1K0.02%+5413F-HRTimeline
Vermillion Wealth Management, Inc.365$55.8K0.02%013F-HRTimeline
Midway Capital Research & Management363$55.4K0.05%new13F-HRTimeline
Quaker Wealth Management, LLC352$53.8K0.02%-2913F-HRTimeline
COUNTRY TRUST BANK342$52.2K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC338$51.6K0.03%new13F-HRTimeline
SOA Wealth Advisors, LLC.334$51K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC370$51K0.04%013F-HRTimeline
Asset Dedication, LLC328$50.1K<0.01%-10013F-HRTimeline
Aventura Private Wealth, LLC324$49.5K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC323$49.3K0.02%+5813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…318$48.6K<0.01%-2113F-HRTimeline
Wellington Grp LLC309$47.2K0.01%-26213F-HRTimeline
Solstein Capital, LLC300$45.8K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC299$45.7K0.01%-1513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.296$45.2K0.03%+2513F-HRTimeline
Global Assets Advisory, LLC295$45.1K0.01%new13F-HRTimeline
Legacy Bridge, LLC292$44.6K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC292$44.6K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…284$43.4K0.01%new13F-HRTimelineGroup
ALERUS FINANCIAL NA281$42.9K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT281$42.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc271$41.4K<0.01%-5513F-HRTimeline
Bell Investment Advisors, Inc263$40.2K0.01%+5013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC263$40.2K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC260$39.7K0.04%+12113F-HRTimeline
Measured Wealth Private Client Group, L…259$39.6K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC256$39.1K0.02%-2113F-HRTimeline
Bank of New Hampshire255$39K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC250$38.2K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.240$36.7K0.02%-18213F-HRTimeline
TSFG, LLC233$36K0.01%013F-HRTimeline
2UniFi Bank231$35.3K0.02%013F-HRTimeline
United Community Bankin group United Community Bank230$35.1K0.01%-1,06613F-HRTimelineGroup
BAYBAN229$35K0.03%+5413F-HRTimeline
Signature Equity Partners, LLC228$34.8K0.02%-4513F-HRTimeline
WELLINGTON-ALTUS USA INC.221$34.6K0.02%-14613F-HRTimeline
Pflug Koory, LLC225$34.4K0.02%013F-HRTimeline
Nexus Investment Management ULC220$33.6K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO220$33.6K0.01%013F-HRTimeline
CrossGen Wealth, LLC210$32.1K0.03%+413F-HRTimeline
Center for Financial Planning, Inc.210$32.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC207$31.6K0.02%-3513F-HRTimeline
N.E.W. Advisory Services LLC207$31.6K<0.01%013F-HRTimeline
Red Tortoise LLC207$31.6K0.01%013F-HRTimeline
Crewe Advisors LLC206$31.5K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…200$30.6K0.02%013F-HRTimeline
Trask Adam Roland200$30.6K0.03%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH193$29.5K0.01%013F-HRTimeline
Park Place Capital Corp187$28.6K0.01%013F-HRTimeline
Coston, McIsaac & Partners186$28K0.01%-2013F-HRTimeline
Quintet Private Bank (Europe) S.A.181$27.6K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST175$26.7K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC167$25.5K<0.01%013F-HRTimeline
Archer Investment Corp166$25.4K0.01%+8013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.163$24.9K<0.01%+7513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…163$24.9K0.01%-1313F-HRTimeline
TFC Financial Management, Inc.162$24.7K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC162$24.7K0.01%013F-HRTimeline
Copia Wealth Management160$24.4K0.02%013F-HRTimeline
JPL Wealth Management, LLC158$24.2K0.01%new13F-HR/ATimeline
Westfuller Advisors, LLC156$23.8K0.01%-1,47213F-HRTimeline
PROTECTIVE LIFE CORP153$23.4K0.08%new13F-HRTimeline
Imprint Wealth LLC150$22.9K0.1%013F-HRTimeline
Towne Trust Company, N.A149$22.8K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…148$22.6K0.02%013F-HRTimeline
Bullseye Investment Management, LLC146$22.3K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC145$22.1K0.02%13F-HRTimeline
Principia Wealth Advisory, LLC143$21.8K0.01%+3313F-HRTimeline
Canton Hathaway, LLC142$21.7K<0.01%new13F-HRTimeline
CITY HOLDING CO135$20.6K<0.01%-1713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT132$20.2K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…128$19.6K0.01%013F-HRTimeline
Pacific Center for Financial Services123$18.8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC123$18.8K<0.01%013F-HRTimeline
High Point Wealth Management, LLC123$18.8K0.02%013F-HRTimeline
Lavaca Capital LLC119$18.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC116$17.7K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC114$17.5K0.01%+213F-HRTimeline
Asset Planning,Inc107$16.3K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…104$15.9K0.01%013F-HRTimelineGroup
Abound Wealth Management103$15.7K<0.01%-1413F-HRTimeline
Mosley Wealth Management120$15.4K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.100$15.3K<0.01%-12513F-HRTimeline
Westend Capital Management, LLC100$15.3K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$15.3K0.01%013F-HRTimeline
West Branch Capital LLC100$15.3K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC100$15.3K0.01%new13F-HRTimeline
TopTier Wealth Management, LLC100$15.3K0.01%new13F-HRTimeline
Hamrick Investment Counsel, llc100$15.3K0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC100$15.3K0.01%13F-HRTimeline
Strengthening Families & Communities, L…100$15.3K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA98$15K0.01%013F-HRTimeline
American Capital Advisory, LLC96$14.7K0.01%+7013F-HRTimeline
Access Investment Management LLC93$14.2K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC92$14.1K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …91$13.9K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC91$13.9K<0.01%+5713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.90$13.7K0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.90$13.7K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC86$13.1K<0.01%-5313F-HRTimeline
Glass Jacobson Investment Advisors llc83$12.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL80$12.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC80$12.2K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC78$11.9K<0.01%013F-HRTimeline
Ninety One UK Ltd76$11.6K<0.01%+2413F-HRTimeline
Prudent Man Investment Management, Inc.84$11.6K<0.01%013F-HRTimeline
Napier Financial, LLC74$11.3K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK75$11K<0.01%-30013F-HRTimelineGroup
Horizon Investments, LLC72$11K<0.01%+5613F-HRTimeline
Caitlin John, LLC71$10.9K0.01%+913F-HRTimeline
Operose Advisors LLC71$10.8K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC67$10.2K<0.01%013F-HRTimeline
Robinswood Financial LLC66$10.1K<0.01%013F-HR/ATimeline
Boreal Capital Management LLC65$9.93K0.01%013F-HRTimeline
Burk Holdings LLC64$9.78K<0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC63$9.62K<0.01%+2813F-HRTimeline
Creative Capital Management Investments…59$9.01K<0.01%013F-HRTimeline
Team Financial Group, LLC58$8.86K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.56$8.63K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.56$8.63K<0.01%+5513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.56$8.55K<0.01%013F-HRTimeline
Fortitude Family Office, LLC53$8.1K<0.01%013F-HRTimeline
Strive Financial Group ,LLC55$8K<0.01%013F-HRTimeline
JDM Financial Group LLC51$7.79K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co50$7.64K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC50$7.64K<0.01%+2813F-HRTimeline
Basepoint Wealth LLC49$7.49K<0.01%-3513F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.47$7.18K<0.01%-22213F-HRTimelineGroup
Morse Asset Management, Inc45$6.87K<0.01%-413F-HRTimeline
Bradley & Co. Private Wealth Management…45$6.87K<0.01%013F-HRTimeline
Signature Resources Capital Management,…45$6.87K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.45$6.87K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…45$6.87K<0.01%-12613F-HRTimeline
Ankerstar Wealth, LLC44$6.72K0.01%013F-HRTimeline
Hughes Financial Services, LLC39$5.96K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.38$5.8K<0.01%+3013F-HRTimeline
Quent Capital, LLC36$5.5K<0.01%013F-HRTimeline
Main Street Group, LTD36$5.5K<0.01%new13F-HRTimeline
TD Capital Management LLC33$5.04K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.33$5.04K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.31$4.74K<0.01%013F-HRTimeline
Paladin Partners, LLC31$4.74K<0.01%013F-HRTimeline
Silicon Valley Capital Partners31$4.67K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN30$4.58K<0.01%new13F-HRTimeline
MidFirst Bank30$4.58K<0.01%-26013F-HRTimeline
Truvestments Capital LLC29$4.43K<0.01%new13F-HRTimeline
NFSG Corp27$4.14K<0.01%013F-HRTimeline
Stone House Investment Management, LLC27$4.07K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC25$3.82K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.25$3.82K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.24$3.67K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC24$3.67K0.03%-12613F-HRTimeline
Kozak & Associates, Inc.21$3.24K<0.01%013F-HRTimeline
NVWM, LLC20$3.06K<0.01%013F-HRTimeline
Navigoe, LLC23$3K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22$3K<0.01%013F-HR/ATimeline
Hartford Financial Management Inc.19$2.9K<0.01%013F-HRTimeline
Marquette Asset Management, LLC17$2.6K<0.01%013F-HRTimeline
Synergy Investment Management, LLC17$2.6K<0.01%new13F-HRTimeline
Virginia Estate & Retirement Planning A…17$2.6K<0.01%13F-HRTimeline
True Link Financial Advisors, LLC16$2.44K<0.01%new13F-HR/ATimeline
Lummis Asset Management, LP16$2.44K<0.01%013F-HRTimeline
Advocate Investing Services LLC15$2.29K<0.01%013F-HRTimeline
GoalVest Advisory LLC14$2.14K<0.01%new13F-HRTimeline
Granite FO LLC14$2.14K<0.01%013F-HR/ATimeline
Kilter Group LLC13$1.99K<0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC12$1.83K<0.01%013F-HRTimeline
Corsicana & Co.16$1.78K<0.01%013F-HRTimeline
Winch Advisory Services, LLC12$1.77K<0.01%+113F-HRTimeline
Gold Investment Management Ltd.10$1.53K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC10$1.53K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC9$1.38K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…7$1.07K<0.01%013F-HRTimelineGroup
Nvest Wealth Strategies, Inc.5$764<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.4$611<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC4$611<0.01%013F-HRTimeline
Financial Freedom, LLC3$511<0.01%013F-HRTimeline