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Disclosery

NVS NOVARTIS AG

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ADR (ADR), issuer CIK 1114448

Filings received so far for Q3 2026: 83 13F filers report a position in NVS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC185,430$26.4M0.32%+3,17013F-HRTimeline
Douglas Lane & Associates, LLC132,255$18.9M0.25%-7,89713F-HRTimeline
Farther Finance Advisors, LLC41,229$5.88M0.04%+3,88913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC37,780$5.39M0.08%+48613F-HRTimelineGroup
Coastline Trust Co20,095$2.86M0.27%-50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HALL LAURIE J TRUSTEE19,686$2.81M0.89%-3,21113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC16,800$2.4M0.48%-25513F-HRTimeline
GAMMA Investing LLC14,019$2M0.07%-4713F-HRTimeline
PARK NATIONAL CORP /OH/13,274$1.89M0.05%-84513F-HRTimeline
Versant Capital Management, Inc10,719$1.53M0.13%-5213F-HRTimeline
Valeo Financial Advisors, LLC9,475$1.35M0.03%+16513F-HRTimeline
Venture Visionary Partners LLC9,250$1.32M0.03%-14613F-HRTimeline
Avidian Wealth Enterprises, LLC9,152$1.3M0.04%+45313F-HRTimeline
Wedmont Private Capital8,890$1.27M0.03%+2,99613F-HRTimeline
HF Advisory Group, LLC8,897$1.27M0.38%+34613F-HRTimeline
Kennon-Green & Company, LLC7,412$1.06M0.81%-4013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,603$941K0.19%-15713F-HRTimeline
EASTERN BANK6,392$911K0.01%-35213F-HRTimeline
Marotta Asset Management6,318$901K0.15%-3313F-HRTimeline
Bangor Savings Bank5,896$841K0.06%+14413F-HRTimeline
Peoples Bank/KS5,790$825K0.8%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…5,762$821K0.42%013F-HRTimeline
NEVILLE RODIE & SHAW INC5,560$793K0.05%-5013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,836$689K0.14%+73913F-HRTimeline
Veracity Capital LLC4,726$674K0.18%-3413F-HRTimeline
Monument Capital Management4,448$634K0.13%-62813F-HRTimeline
Violich Capital Management, Inc.3,847$548K0.06%-10013F-HRTimeline
Roxbury Financial LLC3,782$539K0.41%013F-HRTimeline
YHB Investment Advisors, Inc.3,503$499K0.03%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,386$483K0.06%-49713F-HRTimeline
DAVIDSON TRUST CO3,370$480K0.19%-31513F-HRTimeline
Apella Capital, LLC3,205$459K0.01%+24513F-HRTimeline
Grove Bank & Trust2,920$416K0.04%-80213F-HRTimeline
Sound Income Strategies, LLC2,874$411K0.02%-16013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…2,698$385K0.28%-81913F-HRTimeline
SAPIENT CAPITAL LLC2,663$380K0.01%+30013F-HRTimeline
JACOBS & CO/CA2,520$359K0.03%013F-HRTimeline
Montecito Bank & Trust2,396$342K0.05%+66813F-HRTimeline
Cooper Financial Group2,335$333K0.03%+8213F-HRTimeline
Vann Equity Management LLC2,238$319K0.19%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,198$313K0.08%+20013F-HRTimeline
Gerald Baker Financial Group LLC2,194$313K0.09%013F-HRTimeline
Dorato Capital Management2,104$301K0.2%013F-HRTimeline
Mirador Capital Partners LP2,103$300K0.03%+1313F-HRTimeline
Dakota Community Bank & Trust NA2,081$297K0.85%013F-HRTimeline
CoreCap Advisors, LLC1,987$283K0.01%-68413F-HRTimeline
Pacifica Partners Inc.1,984$280K0.08%013F-HRTimeline
Hummer Financial Advisory Services Inc1,926$275K0.18%013F-HRTimeline
Rosenberg Matthew Hamilton1,855$264K0.05%+5213F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,810$258K0.05%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,802$257K0.02%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,776$253K0.02%-1013F-HRTimeline
Adelphi Trust Co1,749$249K0.16%+11613F-HRTimeline
ROCKLAND TRUST CO1,682$240K0.01%+513F-HRTimeline
Byrne Asset Management LLC1,675$236K0.13%new13F-HRTimeline
RVW Wealth, LLC1,542$220K0.01%013F-HRTimeline
Post Resch Tallon Group Inc.1,501$214K0.15%-18013F-HRTimeline
Balefire, LLC1,473$210K0.03%-3613F-HRTimeline
Boltwood Capital Management1,473$210K0.05%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,460$208K0.04%+8713F-HRTimeline
PFW Advisors LLC1,457$208K0.06%-813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,450$207K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Heartland Consultants, Inc.1,441$205K0.01%new13F-HRTimeline
GK Wealth Management LLC1,021$146K0.08%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP884$126K0.01%013F-HRTimelineGroup
CX Institutional778$111K<0.01%-6613F-HRTimeline
Bullock Wealth Management Group673$94.9K0.04%013F-HRTimeline
Trust Co554$79K0.01%-413F-HRTimeline
Hickory Point Bank & Trust516$73.6K0.04%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.453$64.6K<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC255$36.4K0.02%-113F-HRTimeline
Bank of New Hampshire255$36.4K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.181$25.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC160$22.8K0.01%+4013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC116$16.5K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…103$14.7K0.01%-4513F-HRTimeline
Horrell Capital Management, Inc.100$14.3K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA98$14K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.90$12.8K0.01%013F-HRTimeline
Planning Strategies Inc.73$10.4K0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC51$7.27K<0.01%new13F-HRTimeline
Paladin Partners, LLC31$4.42K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP17$2.42K<0.01%new13F-HRTimeline