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LPL Financial LLC

Position in NVS — Novartis AG

CIK 1403438 FORT MILL, SC

Position in NVS

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$94,770,224
+$10,980,008 QoQ
Shares Held
620,427
+2.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 11.166503069660088.ToString("F0")% Shared 0.ToString("F0")% None 88.8334969303399.ToString("F0")%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

LPL Financial LLC holds $5,177,354,777 across 17 Drug Manufacturers - General names. NVS ranks #11 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $94,770,224 620,427
2025-12-31 $83,790,216 607,748
2025-09-30 $70,728,848 551,535
2025-06-30 $55,675,853 460,093
2025-03-31 $51,949,122 465,995
2024-12-31 $43,810,810 450,219
2024-09-30 $49,641,366 431,589
2024-06-30 $42,806,927 402,094
2024-03-31 $34,924,173 361,048
2023-12-31 $34,937,841 346,022
2023-09-30 $33,618,078 330,042
2023-06-30 $32,849,434 325,532
2023-03-31 $27,539,924 299,347
2022-12-31 $29,154,958 321,373
2022-09-30 $23,617,371 310,714
2022-06-30 $27,457,034 324,820
2022-03-31 $24,496,465 279,162
2021-12-31 $21,912,634 250,516
2021-09-30 $21,765,747 266,150
2021-06-30 $24,098,582 264,123
2021-03-31 $22,869,917 267,547
2020-12-31 $25,727,075 272,446
2020-09-30 $18,731,444 215,403
2020-06-30 $19,202,310 219,857
2020-03-31 $17,065,418 206,979