Novartis AG
NVSFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Novartis AG Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Dec 31, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Nolet Wealth Management, LLC | 2026-03-31 | 1,667 | Not shown | SEC filing |
| Fort Sheridan Advisors LLC | 2026-03-31 | 13,529 | Not shown | SEC filing |
| CLOVERFIELDS CAPITAL GROUP, LP | 2026-03-31 | 22,888 | Not shown | SEC filing |
| Wealthcare Advisory Partners LLC | 2026-03-31 | 3,168 | Not shown | SEC filing |
| Flywheel Private Wealth LLC | 2026-03-31 | 2,796 | Not shown | SEC filing |
| Coston, McIsaac & Partners | 2026-03-31 | 186 | Not shown | SEC filing |
| Cedar Mountain Advisors, LLC | 2026-03-31 | 86 | Not shown | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 13,308 | Not shown | SEC filing |
| Kentucky Trust Co | 2026-03-31 | 11,137 | Not shown | SEC filing |
| BENJAMIN EDWARDS INC | 2026-03-31 | 5,253 | Not shown | SEC filing |
| High Note Wealth, LLC | 2026-03-31 | 974 | Not shown | SEC filing |
| Stratos Wealth Advisors, LLC | 2026-03-31 | 8,428 | Not shown | SEC filing |
| Tweedy, Browne Co LLC | 2026-03-31 | 71,305 | Not shown | SEC filing |
| Wedmont Private Capital | 2026-03-31 | 6,692 | Not shown | SEC filing |
| Indiana Trust & Investment Management Co | 2026-03-31 | 50 | Not shown | SEC filing |
| Dogwood Wealth Management LLC | 2026-03-31 | 50 | Not shown | SEC filing |
| Valeo Financial Advisors, LLC | 2026-03-31 | 8,002 | Not shown | SEC filing |
| COZAD ASSET MANAGEMENT INC | 2026-03-31 | 1,967 | Not shown | SEC filing |
| Family Manage LLC | 2026-03-31 | 1,493 | Not shown | SEC filing |
| Quartz Partners, LLC | 2026-03-31 | 34,994 | Not shown | SEC filing |
- Each value is checked against Novartis AG's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.