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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
Dodge & Cox10,647,629$1.29B0.72%-1,170,47313F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/10,401,434$1.26B1%+18,55513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP9,060,895$1.1B0.25%+454,17113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,559,488$915M0.06%+503,57713F-HRTimelineGroup
Fisher Asset Management, LLC7,121,414$862M0.34%+358,28213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P5,581,576$675M0.85%+78,48313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,527,488$548M0.04%-186,85413F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding4,241,777$513M-713,897Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,541,872$308M0.05%-1,118,61313F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,502,395$303M0.05%-488,93113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,328,564$282M-93,325Timeline
BlackRock, Inc.in group BlackRock, Inc.2,321,155$281M0.01%+153,26513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC2,298,151$278M0.37%+10,90013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,202,816$267M0.04%+22,53513F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson2,178,822$264M0.13%-57,07913F-HRTimelineGroup
Cullen Capital Management, LLC2,096,852$254M2.89%-11,83213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,863,268$225M0.05%-32,69313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,756,485$213M+124,613Timeline
STATE STREET CORPin group STATE STREET CORP1,597,830$196M0.01%+12,34513F-HRTimelineGroup
FMR LLCin group FMR LLC1,540,963$186M0.01%+73,94713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,431,814$173M0.21%-96113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,356,826$164M0.03%-346,87613F-HRTimelineGroup
Scharf Investments, LLC1,262,444$153M4.4%+3,80513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,135,326$137M0.4%+33,95413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC927,314$112M0.04%+30,95013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management876,956$106M0.24%+303,55313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers860,998$104M0.17%-10,97213F-HRTimelineGroup
EARNEST PARTNERS LLC850,207$103M0.46%+25,83613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC840,771$102M0.09%+417,08813F-HRTimelineGroup
Clark Capital Management Group, Inc.830,970$101M0.7%+238,72513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP798,467$96.6M0.14%+28,72613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.746,706$90.4M0.21%-335,66913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC631,131$76.4M0.02%+244,03713F-HRTimelineGroup
BRISTOL JOHN W & CO INC /NY/592,281$71.7M1.16%-1,44513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC588,361$71.2M0.04%+231,91413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/564,990$68.4M0.03%+469,08013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.515,173$62.3M1.68%+473,50813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO511,747$61.9M0.07%-58,28813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA503,799$61M0.01%-39,43313F-HR/ATimelineGroup
Harvest Portfolios Group Inc.492,568$59.6M1.39%-11,07013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.477,344$57.8M0.1%+9,85913F-HRTimelineGroup
LPL Financial LLC460,093$55.7M0.02%-5,90213F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding457,823$55.4M-10,257Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO455,317$55.1M<0.01%-88,02113F-HRTimelineGroup
NewEdge Wealth, LLC465,916$54M0.85%+34,07813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP419,034$50.7M0.04%-35,42913F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC415,901$50.3M1.08%+19,39113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…402,360$48.7M0.17%-25,55813F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP399,485$48.3M0.05%+76,10613F-HRTimelineGroup
Creative Planningin group Creative Planning398,258$48.2M0.04%+11,26713F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC391,636$47.4M1.52%-13113F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC352,695$42.7M0.13%-39,45613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…340,919$41.3M1.94%+2,66213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC338,755$41M0.07%+1,38213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding338,699$41M+258,589Timeline
D.A. DAVIDSON & CO.330,621$40M0.28%-68,71013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC319,908$38.7M0.09%+50,96813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp316,360$38.3M0.01%-225,93713F-HRTimelineGroup
SATURNA CAPITAL CORP315,876$38.2M0.52%-4,29013F-HRTimeline
Harding Loevner LP313,527$37.9M0.26%new13F-HRTimeline
Janney Montgomery Scott LLC310,389$37.6M0.1%+86,35113F-HRTimeline
COOKSON PEIRCE & CO INC267,535$32.4M1.42%+45,40813F-HRTimeline
Midwest Trust Co266,893$32.3M0.45%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC264,985$32.1M0.22%+9,38813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…253,850$30.7M0.25%+7,60013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding247,517$30M-1,634Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP243,345$29.4M0.03%+11,48813F-HRTimelineGroup
HighTower Advisors, LLC242,660$29.4M0.04%+4,81913F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …239,282$29M0.26%+14,27513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC227,371$27.5M0.04%+11,37513F-HRTimelineGroup
Parkwood LLC227,300$27.5M2.53%+120,92313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\223,060$27M0.03%-22,67013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co222,630$26.9M<0.01%+37,02713F-HRTimelineGroup
First Financial Bankshares Inc221,898$26.9M0.6%+4,47913F-HRTimeline
Martin Investment Management, LLC219,258$26.5M6.8%-13,49513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC214,021$25.9M0.02%-23,33813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…208,817$25.3M0.02%-11,36213F-HRTimelineGroup
ABC ARBITRAGE SAin group ABC ARBITRAGE SA208,708$25.3M2.88%new13F-HRTimelineGroup
Integral Health Asset Management, LLC200,000$24.2M2.26%-50,00013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.199,958$24.2M<0.01%+7,40913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC199,413$24.1M0.03%-15,18313F-HRTimeline
Quantinno Capital Management LP198,749$24.1M0.1%+39,10213F-HRTimeline
Promethos Capital, LLC197,585$23.9M8.07%+9,94013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC197,040$23.8M3.1%+2,29013F-HRTimeline
GODSEY & GIBB, INC196,287$23.8M2.22%+83013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.191,635$23.2M0.2%+5,76713F-HRTimeline
MML INVESTORS SERVICES, LLC191,161$23.1M0.07%+21,31213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC190,121$23M0.03%-4,04613F-HRTimelineGroup
Point72 Europe (London) LLP186,051$22.5M1.16%+83,79213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,477$21.4M0.04%+79,50713F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP173,116$20.8M0.02%+17,67113F-HRTimelineGroup
Douglas Lane & Associates, LLC165,271$20M0.29%-4,20413F-HRTimeline
Foresight Global Investors, Inc.164,924$20M14.17%-22,90113F-HRTimeline
GRANDFIELD & DODD, LLC162,307$19.6M1.15%-91813F-HRTimeline
CIBC WORLD MARKET INC.158,998$19.2M0.04%-1,704,00013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp158,678$19.2M0.07%-54713F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/157,880$19.1M1.25%+5,48113F-HRTimeline
NorthCoast Asset Management LLC152,066$18.4M0.08%+97,90413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS151,265$18.3M0.04%+11,67413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,533$17.9M0.03%+5,78013F-HRTimeline
Cetera Investment Advisers147,261$17.8M0.03%+20,73313F-HRTimeline
WILKINS INVESTMENT COUNSEL INC139,420$16.9M2.39%-9,89513F-HRTimeline
Coleford Investment Management Ltd.138,750$16.8M4.34%-75013F-HRTimeline
Boston Common Asset Management, LLC138,583$16.8M0.47%-11,87713F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC137,407$16.6M2.47%-71613F-HRTimeline
First Fiduciary Investment Counsel, Inc.136,823$16.6M3.28%+45513F-HRTimeline
ProVise Management Group, LLC136,467$16.5M1.3%+3,64413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD135,406$16.4M0.88%-1,01213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV134,906$16.3M0.04%-7,10113F-HRTimeline
INGALLS & SNYDER LLC132,017$16M0.57%+5,76913F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC125,612$15.2M0.17%+16,06313F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …116,314$14.1M0.21%-1,17913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC115,299$14M0.01%+6,16913F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …110,120$13.6M0.02%-2,34913F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.110,739$13.4M1.16%-1,59513F-HRTimeline
&PARTNERS106,636$12.9M0.1%+9,58813F-HRTimeline
Cresset Asset Management, LLC104,952$12.7M0.06%-8,88113F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,024$12.5M0.05%-26,45913F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND102,545$12.4M0.02%+1,02013F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT100,665$12.2M0.27%+9,35513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.99,603$12.1M0.02%-1,47313F-HRTimelineGroup
ZEVIN ASSET MANAGEMENT LLC99,336$12M1.73%-2,17313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC98,416$11.9M0.42%-19,60313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,743$11.8M0.03%-3,92013F-HR/ATimelineGroup
MANNING & NAPIER ADVISORS LLC95,915$11.6M0.14%-37,39313F-HRTimeline
Allworth Financial LP95,858$11.6M0.06%+97113F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…93,610$11.3M0.91%013F-HRTimelineGroup
Euro Pacific Asset Management, LLC93,058$11.3M1.82%-90313F-HR/ATimeline
Bahl & Gaynor LLC91,639$11.1M0.06%-1,91513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …90,592$11M0.01%+1113F-HRTimelineGroup
Capital Wealth Planning, LLC90,385$10.9M0.09%+38,92513F-HRTimeline
Matthew Goff Investment Advisor, LLC88,759$10.7M1.99%-60213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC87,048$10.5M0.33%+60,94913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC85,823$10.4M0.14%+63613F-HRTimeline
CWM, LLCin group CWM, LLC82,659$10M0.04%+13,68713F-HRTimelineGroup
INVESTMENT HOUSE LLC81,817$9.9M0.5%-38713F-HRTimeline
Eldred Rock Partners, LLC80,882$9.79M2.97%+4713F-HRTimeline
Ethic Inc.81,348$9.76M0.17%-4,57313F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)79,400$9.61M0.07%-50013F-HRTimelineGroup
Altrius Capital Management Inc78,909$9.55M2.23%-70313F-HRTimeline
Sanctuary Advisors, LLC78,568$9.51M0.06%+1,60413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC78,104$9.45M0.01%-44,92613F-HRTimeline
Tweedy, Browne Co LLC77,269$9.35M0.87%-3,75613F-HRTimeline
Cohen Capital Management, Inc.77,263$9.35M1.52%-1,64013F-HRTimeline
Live Oak Private Wealth LLC76,615$9.27M1.38%-6913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,452$9.25M0.07%-42613F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC76,420$9.25M0.33%-2,10913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…75,841$9.18M2.4%+22113F-HRTimeline
CW Advisors, LLC75,340$9.12M0.09%+26,00913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…74,488$9.01M<0.01%+34,53713F-HRTimelineGroup
TOWER BRIDGE ADVISORS74,344$9M0.97%-3,59113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO73,700$8.92M0.33%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC73,657$8.91M0.44%-2,70113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC73,512$8.9M0.01%+50,93913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.71,972$8.71M<0.01%-36,75313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/71,204$8.69M0.01%+23,73313F-HR/ATimelineGroup
CAMDEN NATIONAL BANK71,057$8.6M1.24%-1,25113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.69,062$8.36M0.01%-16,06913F-HRTimelineGroup
NewEdge Advisors, LLC68,283$8.26M0.04%-8,80513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,544$8.05M0.01%-5313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL66,107$8M0.02%-10,41513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc65,156$7.88M<0.01%+14,07313F-HRTimelineGroup
Empowered Funds, LLC64,835$7.85M0.09%+49,01013F-HRTimeline
Mengis Capital Management, Inc.64,483$7.8M1.66%-15,63013F-HRTimeline
GQG Partners LLC62,535$7.57M0.01%+59,07913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.62,361$7.55M0.07%-6313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Welch & Forbes LLC61,809$7.48M0.09%+51513F-HRTimeline
Beacon Pointe Advisors, LLC61,105$7.39M0.08%+2,63813F-HRTimeline
Curi Capital, LLC60,222$7.29M0.14%+4,37213F-HRTimeline
COUNTRY CLUB BANK60,099$7.21M0.45%-84813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding58,392$7.07M+4,162Timeline
PINNACLE ASSOCIATES LTD58,075$7.03M0.1%-62613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co57,995$7.02M0.09%-1,42813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding57,564$6.95M+4,011Timeline
QUADRANT CAPITAL GROUP LLC57,432$6.95M0.25%-7,54513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding56,289$6.81M+4,491Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,319$6.69M0.06%+8,81113F-HRTimelineGroup
WHITTIER TRUST CO55,038$6.66M0.08%+1,84913F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding54,870$6.63M+11,247Timeline
JARISLOWSKY, FRASER Ltd53,447$6.47M0.04%-70013F-HRTimeline
Atria Investments, Inc53,286$6.45M0.08%+6,79313F-HRTimeline
Cambridge Investment Research Advisors,…52,862$6.4M0.02%-5,60313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…52,701$6.38M2.08%+76213F-HRTimeline
Monte Financial Group, LLC52,462$6.35M2.47%-49213F-HRTimeline
Bleakley Financial Group, LLC52,167$6.31M0.16%-75613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,022$6.3M0.14%+37,42913F-HRTimelineGroup
Glassy Mountain Advisors, Inc.51,437$6.22M2%+1,07113F-HRTimeline
Narwhal Capital Management50,760$6.14M0.49%-1,22213F-HRTimeline
Geneos Wealth Management Inc.50,728$6.14M0.15%-36,34413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\50,667$6.13M<0.01%-37513F-HRTimelineGroup
Advisors Capital Management, LLC50,350$6.09M0.08%+4,73313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO50,177$6.07M0.04%-11,36213F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…49,964$6.05M0.27%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…49,377$5.98M0.02%+5,74213F-HRTimelineGroup
PITTENGER & ANDERSON INC49,020$5.93M0.22%+75013F-HRTimeline
Cardinal Capital Management49,013$5.93M0.87%+1,06213F-HRTimeline
Rathbones Group PLC48,599$5.88M0.03%-34713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE48,524$5.87M1.03%+53513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,065$5.82M0.01%-53,39313F-HRTimelineGroup
Catalyst Capital Advisors LLC47,592$5.76M0.12%+4,50013F-HRTimeline