Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NOVO-NORDISK A S · ADR · quarter ended 2026-03-31 · 16 members disclosed NVO ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 901 holders are listed, largest first: 901
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $8.5B
holders whose share count rose or who opened the position (new + add), by shares: 441
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 231

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of NVO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$711M	19,333,750	+19,333,750	NEW
2	FRANKLIN RESOURCES INC	$591M	16,083,479	+1,380,971	ADD
3	Capital International Investors	$425M	11,795,850	+584,744	ADD
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$408M	11,106,111	+9,884,077	ADD
5	MORGAN STANLEY	$399M	10,869,200	−1,972,889	TRIM
6	BANK OF AMERICA CORP /DE/	$396M	10,769,699	−1,098,430	TRIM
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$288M	7,827,491	+7,827,491	NEW
8	TWO SIGMA INVESTMENTS, LP	$231M	6,286,501	+5,943,310	ADD
9	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$226M	6,142,778	0	NO CHANGE
10	STATE STREET CORP	$223M	5,837,193	−158,920	TRIM
11	Capital World Investors	$191M	5,209,427	+5,010,064	ADD
12	UBS Group AG	$168M	4,565,708	−346,183	TRIM
13	ROYAL BANK OF CANADA	$166M	4,527,779	+141,376	ADD
14	ENVESTNET ASSET MANAGEMENT INC	$146M	3,959,430	+1,185,996	ADD
15	NORTHERN TRUST CORP	$134M	3,654,856	−974,449	TRIM
16	WELLS FARGO & COMPANY/MN	$134M	3,642,599	−349,450	TRIM
17	RAYMOND JAMES FINANCIAL INC	$130M	3,531,005	+363,894	ADD
18	RENAISSANCE TECHNOLOGIES LLC	$125M	3,397,121	+213,443	ADD
19	BARCLAYS PLC	$121M	3,283,636	+2,333,364	ADD
20	BlackRock, Inc.	$108M	2,951,353	−283,549	TRIM
21	MARKEL GROUP INC.	$105M	2,869,774	0	NO CHANGE
22	CITADEL ADVISORS LLC	$101M	2,736,525	−4,674,398	TRIM
23	JPMORGAN CHASE & CO	$99.1M	2,808,818	−724,819	TRIM
24	MAVERICK CAPITAL LTD	$76.4M	2,080,121	+2,080,121	NEW
25	D. E. Shaw & Co., Inc.	$74.9M	2,039,106	+1,193,882	ADD
26	JANE STREET GROUP, LLC	$74.4M	2,024,007	−224,987	TRIM
27	NATIXIS	$73.7M	2,005,285	+1,159,987	ADD
28	Holocene Advisors, LP	$64.2M	1,745,580	+565,080	ADD
29	CITIGROUP INC	$56.9M	1,547,655	+141,931	ADD
30	Rockefeller Capital Management L.P.	$52.7M	1,433,073	+92,215	ADD
31	MILLENNIUM MANAGEMENT LLC	$51.8M	1,408,853	−207,412	TRIM
32	FMR LLC	$49.7M	1,352,620	−8,664,705	TRIM
33	LPL Financial LLC	$48.6M	1,322,929	+100,264	ADD
34	DIMENSIONAL FUND ADVISORS LP	$46.0M	1,250,848	−75,210	TRIM
35	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$45.1M	1,259,409	+913,823	ADD
36	AMERICAN CENTURY COMPANIES INC	$44.5M	1,211,319	+332,167	ADD
37	CAUSEWAY CAPITAL MANAGEMENT LLC	$43.2M	1,174,213	+180,363	ADD
38	STIFEL FINANCIAL CORP	$42.5M	1,156,481	−111,219	TRIM
39	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$38.7M	1,052,622	+1,052,622	NEW
40	Quadrature Capital Ltd	$37.8M	1,027,748	−149,185	TRIM
41	Trexquant Investment LP	$36.1M	982,773	+785,722	ADD
42	MENORA MIVTACHIM HOLDINGS LTD.	$34.0M	926,168	+650,000	ADD
43	HSBC HOLDINGS PLC	$32.7M	899,804	−18,662	TRIM
44	Invesco Ltd.	$32.6M	886,476	+254,787	ADD
45	OPPENHEIMER ASSET MANAGEMENT INC.	$30.7M	836,460	+205,055	ADD
46	TRUIST FINANCIAL CORP	$29.8M	811,072	+115,908	ADD
47	IMC-Chicago, LLC	$29.5M	802,198	+694,983	ADD
48	SMITH CHAS P & ASSOCIATES PA CPAS	$29.5M	801,586	+230,875	ADD
49	FARALLON CAPITAL MANAGEMENT, L.L.C.	$28.7M	782,000	—	NO PRIOR
50	WCM INVESTMENT MANAGEMENT, LLC	$28.6M	810,997	−1,697,295	TRIM
51	NATIONAL BANK OF CANADA /FI/	$26.1M	710,082	−1,438,959	TRIM
52	Marex Group Ltd	$25.9M	703,501	−302,212	TRIM
53	Corient Private Wealth LLC	$23.6M	672,999	−742,434	TRIM
54	BANK OF MONTREAL /CAN/	$21.6M	589,107	−1,936,720	TRIM
55	Walleye Capital LLC	$21.3M	578,309	+77,665	ADD
56	CIBC WORLD MARKET INC.	$20.2M	550,628	−149,546	TRIM
57	SEI INVESTMENTS CO	$17.9M	486,550	+169,906	ADD
58	Pictet Asset Management Holding SA	$17.8M	484,350	+484,350	NEW
59	Aberdeen Group plc	$17.7M	481,520	−133,346	TRIM
60	NICHOLS & PRATT ADVISERS LLP /MA	$17.7M	480,319	−7,306	TRIM
61	Cerity Partners LLC	$17.4M	474,483	−4,122	TRIM
62	NOMURA HOLDINGS INC	$17.0M	462,909	+106,023	ADD
63	Creative Planning	$16.6M	451,021	+57,708	ADD
64	Private Advisory Group LLC	$16.5M	450,155	+217,141	ADD
65	TUDOR INVESTMENT CORP ET AL	$16.2M	440,617	+206,349	ADD
66	JIA INVESTMENT ALLIANCE PTE. LTD.	$15.7M	426,700	0	NO CHANGE
67	CORDA Investment Management, LLC.	$15.3M	416,924	+416,924	NEW
68	Ensign Peak Advisors, Inc	$14.7M	400,384	+400,384	NEW
69	Cetera Investment Advisers	$14.6M	396,557	+110,186	ADD
70	U.S. Capital Wealth Advisors, LLC	$14.2M	385,620	+191,868	ADD
71	BALYASNY ASSET MANAGEMENT L.P.	$14.1M	383,146	−124,963	TRIM
72	Traynor Capital Management, Inc.	$14.0M	397,175	−4,958	TRIM
73	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$14.0M	381,264	−20,734	TRIM
74	SCOTIA CAPITAL INC.	$14.0M	381,226	+61,064	ADD
75	Walleye Trading LLC	$13.9M	378,650	+36,143	ADD
76	CIM, LLC	$13.8M	374,817	+158,732	ADD
77	Engineers Gate Manager LP	$13.4M	364,111	+355,643	ADD
78	CREDIT AGRICOLE S A	$13.2M	358,137	−71,948	TRIM
79	Foresight Global Investors, Inc.	$13.1M	355,574	+25,323	ADD
80	Quantinno Capital Management LP	$12.9M	351,692	+33,006	ADD
81	OSAIC HOLDINGS, INC.	$12.6M	342,477	+43,148	ADD
82	Focus Partners Wealth	$12.5M	340,709	−503,525	TRIM
83	CAMBIAR INVESTORS LLC	$12.2M	333,293	+333,293	NEW
84	Modera Wealth Management, LLC	$12.2M	331,601	−10,881	TRIM
85	Mariner, LLC	$12.1M	330,742	+8,509	ADD
86	Simplify Asset Management Inc.	$12.0M	327,357	+327,357	NEW
87	Pathstone Holdings, LLC	$12.0M	325,687	−19,366	TRIM
88	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$11.9M	324,741	+5,680	ADD
89	Baird Financial Group, Inc.	$11.8M	320,799	+320,799	NEW
90	Prospera Financial Services Inc	$11.6M	315,270	−126,588	TRIM
91	Clear Street Group Inc.	$10.9M	297,061	−283,765	TRIM
92	EASTERN BANK	$10.7M	292,377	+210,000	ADD
93	Vontobel Holding Ltd.	$10.7M	290,222	+114,071	ADD
94	DIVIDEND ASSETS CAPITAL, LLC	$10.0M	272,379	+2,525	ADD
95	CANTOR FITZGERALD, L. P.	$9.6M	261,574	−314,653	TRIM
96	RPG Investment Advisory, LLC	$9.6M	260,620	+31,355	ADD
97	SALT Holding Corp.	$9.4M	256,134	+256,134	NEW
98	US BANCORP \DE\	$9.2M	251,687	+27,274	ADD
99	COMMONWEALTH EQUITY SERVICES, LLC	$9.2M	250,569	+19,109	ADD
100	OLD NATIONAL BANCORP /IN/	$8.9M	241,278	+190,493	ADD
101	Sanctuary Advisors, LLC	$8.8M	239,948	+29,581	ADD
102	Knuff & Co LLC	$8.6M	235,229	+63,479	ADD
103	HighTower Advisors, LLC	$8.6M	235,066	+51,865	ADD
104	Contrarius Group Holdings Ltd	$8.3M	226,951	−703,416	TRIM
105	ASSETMARK, INC	$8.3M	225,788	−11,608	TRIM
106	OPPENHEIMER & CO INC	$8.3M	225,210	−9,632	TRIM
107	CWM, LLC	$8.0M	218,589	+80,863	ADD
108	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.7M	208,837	+24,667	ADD
109	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	208,855	+114,729	ADD
110	PFM Health Sciences, LP	$7.2M	197,181	+197,181	NEW
111	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$7.2M	196,074	+2,017	ADD
112	HUTCHINSON CAPITAL MANAGEMENT/CA	$7.1M	194,428	−5,513	TRIM
113	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.9M	187,246	+50,039	ADD
114	EXCHANGE TRADED CONCEPTS, LLC	$6.8M	183,834	+12,166	ADD
115	AQR CAPITAL MANAGEMENT LLC	$6.7M	181,129	+39,719	ADD
116	Carnegie Investment Counsel	$6.5M	178,029	−67,020	TRIM
117	Stamos Capital Partners, L.P.	$6.5M	177,423	+39,825	ADD
118	Altrafin AG	$6.4M	174,413	−770	TRIM
119	MANNING & NAPIER ADVISORS LLC	$6.4M	173,167	+6,235	ADD
120	Y-Intercept (Hong Kong) Ltd	$6.1M	165,981	+134,095	ADD
121	Alpine Fox Capital LLC	$6.1M	165,000	+15,000	ADD
122	Kestra Advisory Services, LLC	$6.0M	164,361	+17,511	ADD
123	Eldred Rock Partners, LLC	$6.0M	163,850	−1,440	TRIM
124	MML INVESTORS SERVICES, LLC	$5.9M	160,654	−28,356	TRIM
125	Atria Investments, Inc	$5.9M	159,507	+6,778	ADD
126	TRILLIUM ASSET MANAGEMENT, LLC	$5.9M	145,602	−21,732	TRIM
127	Vestmark Advisory Solutions, Inc.	$5.8M	156,945	+28,548	ADD
128	PEAK6 LLC	$5.8M	156,695	−160,229	TRIM
129	Capital International, Inc./CA/	$5.7M	155,415	+67,480	ADD
130	Leonteq Securities AG	$5.6M	153,243	+153,243	NEW
131	M. Kulyk & Associates, LLC	$5.6M	152,311	+71	ADD
132	BEACON INVESTMENT ADVISORY SERVICES, INC.	$5.6M	151,689	−9,072	TRIM
133	MERCER GLOBAL ADVISORS INC /ADV	$5.5M	149,847	−14,643	TRIM
134	ARS Investment Partners, LLC	$5.5M	149,056	−19,504	TRIM
135	Boston Partners	$5.3M	145,020	−5,231,804	TRIM
136	QRG CAPITAL MANAGEMENT, INC.	$5.2M	142,431	+32,145	ADD
137	Centiva Capital, LP	$5.1M	139,189	+134,189	ADD
138	AVAII WEALTH MANAGEMENT, LLC	$5.0M	136,348	+122,911	ADD
139	Banco Santander, S.A.	$4.9M	134,137	+43,573	ADD
140	Squarepoint Ops LLC	$4.8M	131,865	−802,779	TRIM
141	GLENMEDE TRUST CO NA	$4.8M	131,387	−29,374	TRIM
142	Hudson Bay Capital Management LP	$4.6M	125,038	−404,165	TRIM
143	MONEY CONCEPTS CAPITAL CORP	$4.5M	123,261	+8,260	ADD
144	Round Hill Asset Management	$4.5M	121,875	+24,215	ADD
145	SPHERA FUNDS MANAGEMENT LTD.	$4.4M	120,677	+5,000	ADD
146	Federation des caisses Desjardins du Quebec	$4.4M	120,471	−60,079	TRIM
147	Callan Family Office, LLC	$4.4M	120,410	+11,506	ADD
148	Greenfield Seitz Capital Management, LLC	$4.4M	120,379	+20,001	ADD
149	SFMG, LLC	$4.4M	119,774	+3,757	ADD
150	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.4M	119,596	−54,812	TRIM
151	&PARTNERS	$4.4M	117,724	+31,552	ADD
152	CIBC Bancorp USA Inc.	$4.3M	116,884	—	NO PRIOR
153	BROWN ADVISORY INC	$4.3M	116,058	+2,757	ADD
154	PALISADE CAPITAL MANAGEMENT, LP	$4.2M	115,043	−12,055	TRIM
155	DEUTSCHE BANK AG\	$4.2M	113,321	−388,518	TRIM
156	Vanguard Personalized Indexing Management, LLC	$4.1M	112,176	−18,534	TRIM
157	CHOREO, LLC	$4.1M	106,820	−10,208	TRIM
158	Intesa Sanpaolo Wealth Management	$4.0M	108,800	+33,200	ADD
159	Lynch Asset Management, Inc.	$4.0M	108,050	−300	TRIM
160	GRIMES & Co WEALTH MANAGEMENT, LLC	$3.9M	105,108	+5,488	ADD
161	GROUP ONE TRADING LLC	$3.8M	104,451	+54,177	ADD
162	Schonfeld Strategic Advisors LLC	$3.7M	102,040	+102,040	NEW
163	TD ASSET MANAGEMENT INC	$3.7M	100,578	−297,830	TRIM
164	Phoenix Financial Ltd.	$3.7M	102,762	−19,392	TRIM
165	Teamwork Financial Advisors, LLC	$3.7M	100,124	+1,458	ADD
166	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$3.6M	98,990	−100,198	TRIM
167	CAPSTONE INVESTMENT ADVISORS, LLC	$3.6M	98,546	+88,827	ADD
168	Calamos Advisors LLC	$3.6M	98,472	−12,760	TRIM
169	AZZAD ASSET MANAGEMENT INC /ADV	$3.6M	98,290	+32,644	ADD
170	Concurrent Investment Advisors, LLC	$3.6M	96,636	−4,049	TRIM
171	Creek Drive Management Group LLC	$3.5M	96,000	+96,000	NEW
172	Capital Research Global Investors	$3.5M	98,913	+52,590	ADD
173	Harvest Portfolios Group Inc.	$3.5M	94,889	+94,889	NEW
174	Brooklyn Investment Group	$3.4M	93,638	−3,194	TRIM
175	HEADINVEST, LLC	$3.4M	93,068	−12,680	TRIM
176	LAZARD ASSET MANAGEMENT LLC	$3.4M	92,516	−767,290	TRIM
177	Rock Springs Capital Management LP	$3.3M	90,000	+90,000	NEW
178	FIDUCIARY TRUST CO	$3.3M	89,955	−14,520	TRIM
179	Laird Norton Wetherby Trust Company, LLC	$3.3M	86,951	−13,204	TRIM
180	Bulltick Wealth Management, LLC	$3.3M	86,030	−19,712	TRIM
181	BANQUE PICTET & CIE SA	$3.2M	86,770	+122	ADD
182	Americana Partners, LLC	$3.1M	85,237	+14,430	ADD
183	DAVENPORT & Co LLC	$3.1M	84,784	−2,122,035	TRIM
184	Philip James Wealth Mangement, LLC	$3.1M	84,135	+84,135	NEW
185	NewEdge Wealth, LLC	$3.1M	83,615	+13,849	ADD
186	Eastover Investment Advisors LLC	$3.0M	82,082	+19,629	ADD
187	MARATHON CAPITAL MANAGEMENT	$3.0M	81,564	−1,141	TRIM
188	Third View Private Wealth, LLC	$3.0M	80,438	+10,363	ADD
189	NewEdge Advisors, LLC	$2.9M	80,236	+80,236	NEW
190	Steward Partners Investment Advisory, LLC	$2.8M	77,526	−97,048	TRIM
191	Tidal Investments LLC	$2.8M	76,545	+50,958	ADD
192	Tevis Investment Management	$2.8M	74,090	+29,390	ADD
193	Ashton Thomas Private Wealth, LLC	$2.8M	76,210	+76,210	NEW
194	Bleakley Financial Group, LLC	$2.8M	75,618	+13,075	ADD
195	KMG FIDUCIARY PARTNERS, LLC	$2.7M	74,733	+5,796	ADD
196	Portside Wealth Group, LLC	$2.7M	74,273	+28,036	ADD
197	Stratos Wealth Partners, LTD.	$2.7M	73,502	+31,911	ADD
198	Lafayette Investments, Inc.	$2.7M	72,455	+3,317	ADD
199	TD Waterhouse Canada Inc.	$2.6M	71,457	+8,011	ADD
200	Ted Buchan & Co	$2.6M	70,833	+32,294	ADD
201	Aperture Investors, LLC	$2.6M	70,439	−28,682	TRIM
202	Private Advisor Group, LLC	$2.6M	70,000	−17,770	TRIM
203	Allworth Financial LP	$2.6M	69,990	−61,751	TRIM
204	Mutual Advisors, LLC	$2.6M	69,457	+20,934	ADD
205	Gunderson Capital Management LLC	$2.5M	69,211	+69,211	NEW
206	NORTHSTAR ASSET MANAGEMENT INC	$2.5M	68,246	−121,912	TRIM
207	FFG Partners, LLC	$2.5M	67,501	+67,501	NEW
208	Guardian Partners Inc.	$2.4M	65,512	−9,028	TRIM
209	EFG International AG	$2.4M	64,884	−85,579	TRIM
210	Auxano Advisors, LLC	$2.4M	64,308	+14,404	ADD
211	EagleClaw Capital Managment, LLC	$2.4M	64,200	−450	TRIM
212	LMR Partners LLP	$2.3M	63,871	−36,129	TRIM
213	WealthTrust Axiom LLC	$2.3M	63,660	+17,597	ADD
214	Atwater Malick LLC	$2.3M	62,369	−2,517	TRIM
215	MERIDIAN INVESTMENT COUNSEL INC.	$2.3M	62,192	−60	TRIM
216	LHM, INC.	$2.3M	59,930	−81,557	TRIM
217	Caption Management, LLC	$2.2M	60,600	−19,571	TRIM
218	QUADRANT CAPITAL GROUP LLC	$2.2M	60,354	−34,329	TRIM
219	DKRT Investments Corp.	$2.2M	60,000	+35,000	ADD
220	Three Bridge Wealth Advisors, LLC	$2.2M	57,590	+21,719	ADD
221	BROWN, LISLE/CUMMINGS, INC.	$2.2M	59,204	+109	ADD
222	Annis Gardner Whiting Capital Advisors, LLC	$2.1M	58,161	+50,681	ADD
223	OBSIDIAN CIO, LLC	$2.1M	57,768	+57,768	NEW
224	BLKBRD Asset Management, LP	$2.1M	57,664	−9,880	TRIM
225	Equitable Holdings, Inc.	$2.1M	43,172	−1,117	TRIM
226	Limestone Investment Advisors LP	$2.1M	56,510	+30,733	ADD
227	JCIC Asset Management Inc.	$2.1M	56,139	+21,125	ADD
228	Apollon Wealth Management, LLC	$2.1M	56,015	−4,815	TRIM
229	D.A. DAVIDSON & CO.	$2.0M	55,236	+9,605	ADD
230	FACTORY MUTUAL INSURANCE CO	$2.0M	55,023	−4,591	TRIM
231	Torrey Growth & Income Advisors	$2.0M	55,783	+17,890	ADD
232	VICTORY CAPITAL MANAGEMENT INC	$2.0M	54,657	−129,272	TRIM
233	BANK OF NOVA SCOTIA	$2.0M	54,407	+4,440	ADD
234	Empowered Funds, LLC	$2.0M	54,188	+54,188	NEW
235	KEYBANK NATIONAL ASSOCIATION/OH	$2.0M	53,982	+3,771	ADD
236	UMB Bank, n.a.	$2.0M	53,807	−1,745	TRIM
237	Crossmark Global Holdings, Inc.	$2.0M	53,742	—	NO PRIOR
238	SIGNATUREFD, LLC	$2.0M	53,683	−7,558	TRIM
239	RITHOLTZ WEALTH MANAGEMENT	$1.9M	52,477	−6,262	TRIM
240	RKL Wealth Management LLC	$1.9M	52,347	−1,964	TRIM
241	SALEM INVESTMENT COUNSELORS INC	$1.9M	51,205	+41,513	ADD
242	Optimist Retirement Group LLC	$1.9M	51,561	+51,561	NEW
243	Beverly Hills Private Wealth, LLC	$1.9M	50,343	+7,362	ADD
244	BENJAMIN EDWARDS INC	$1.8M	49,864	+15,963	ADD
245	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8M	49,637	+41,712	ADD
246	CWA Asset Management Group, LLC	$1.8M	49,505	−27,488	TRIM
247	HARBOUR INVESTMENT MANAGEMENT LLC	$1.8M	47,720	−8,760	TRIM
248	BFSG, LLC	$1.8M	49,179	−111	TRIM
249	Vise Technologies, Inc.	$1.8M	35,214	0	NO CHANGE
250	Cardinal Capital Management	$1.8M	46,693	+1,383	ADD
251	PINNACLE ASSOCIATES LTD	$1.8M	47,880	−22,611	TRIM
252	Connor, Clark & Lunn Investment Management Ltd.	$1.7M	46,923	+14,002	ADD
253	KENNEDY INVESTMENT GROUP, INC.	$1.7M	46,776	+27,104	ADD
254	Waverly Advisors, LLC	$1.7M	46,510	+37,143	ADD
255	MATTERN CAPITAL MANAGEMENT, LLC	$1.7M	46,324	+16,524	ADD
256	1832 Asset Management L.P.	$1.7M	46,089	−2,286	TRIM
257	Advisors Asset Management, Inc.	$1.7M	46,071	+11,816	ADD
258	Aurora Investment Counsel	$1.7M	45,881	+1,496	ADD
259	Rodgers Brothers Inc.	$1.7M	45,550	−1,800	TRIM
260	EVERGREEN CAPITAL MANAGEMENT LLC	$1.7M	43,786	−130,740	TRIM
261	Sawyer & Company, Inc	$1.7M	45,062	−2,511	TRIM
262	ICW Investment Advisors LLC	$1.6M	44,741	+401	ADD
263	Orion Porfolio Solutions, LLC	$1.6M	44,709	−42,515	TRIM
264	MAI Capital Management	$1.6M	44,633	+1,937	ADD
265	RFG Advisory, LLC	$1.6M	44,173	+6,185	ADD
266	Merit Financial Group, LLC	$1.6M	44,034	+995	ADD
267	BLAIR WILLIAM & CO/IL	$1.6M	44,012	−2,258	TRIM
268	Ipswich Investment Management Co., Inc.	$1.6M	43,541	−30,357	TRIM
269	AE Wealth Management LLC	$1.6M	43,352	+29,605	ADD
270	COLDSTREAM CAPITAL MANAGEMENT INC	$1.6M	43,342	+645	ADD
271	Caprock Group, LLC	$1.6M	41,837	−2,260	TRIM
272	Manhattan West Asset Management, LLC	$1.6M	42,665	+10,854	ADD
273	NORDEN GROUP LLC	$1.6M	42,652	+19,651	ADD
274	Snowden Capital Advisors LLC	$1.5M	40,693	−19,862	TRIM
275	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.5M	42,003	+11,661	ADD
276	Longitude (Cayman) Ltd.	$1.5M	42,000	+9,000	ADD
277	Burkett Asset Management Ltd	$1.5M	41,995	+6,160	ADD
278	Destination Wealth Management	$1.5M	41,068	+885	ADD
279	Greenline Partners, LLC	$1.5M	39,476	+39,476	NEW
280	Gibbs Wealth Management	$1.4M	39,273	+21,065	ADD
281	FIFTH THIRD BANCORP	$1.4M	38,838	−3,322	TRIM
282	Allspring Global Investments Holdings, LLC	$1.4M	38,209	+7,465	ADD
283	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$1.4M	36,975	−5,125	TRIM
284	VOYA INVESTMENT MANAGEMENT LLC	$1.4M	36,940	+2,000	ADD
285	Vident Advisory, LLC	$1.4M	36,912	−4,751	TRIM
286	PATTEN & PATTEN INC/TN	$1.4M	36,815	−738	TRIM
287	Ballentine Partners, LLC	$1.4M	36,786	+8,894	ADD
288	RWA WEALTH PARTNERS, LLC	$1.3M	36,659	−51	TRIM
289	Clearstead Advisors, LLC	$1.3M	36,595	+22,443	ADD
290	ROBERTS GLORE & CO INC /IL/	$1.3M	36,518	+10,370	ADD
291	Evelyn Partners Asset Management Ltd	$1.3M	36,443	−82,136	TRIM
292	Beacon Pointe Advisors, LLC	$1.3M	36,324	+285	ADD
293	EXENCIAL WEALTH ADVISORS, LLC	$1.3M	36,257	+5,631	ADD
294	Sequoia Financial Advisors, LLC	$1.3M	35,838	−3,570	TRIM
295	BENNETT SELBY INVESTMENTS LP	$1.3M	35,726	−22,701	TRIM
296	Taproot Management LP	$1.3M	35,558	+35,558	NEW
297	Sepio Capital, LP	$1.3M	35,426	+2,918	ADD
298	Naviter Wealth, LLC	$1.3M	34,012	+1,881	ADD
299	GUGGENHEIM CAPITAL LLC	$1.3M	35,120	+2,835	ADD
300	Pinnacle Financial Partners, Inc.	$1.3M	35,073	+4,190	ADD
301	Marshall Financial Group, LLC	$1.3M	34,961	+3,272	ADD
302	Roundview Capital LLC	$1.3M	34,871	−1,533	TRIM
303	Independent Advisor Alliance	$1.3M	34,808	−3,981	TRIM
304	Savvy Advisors, Inc.	$1.3M	34,795	+1,468	ADD
305	Fortis Group Advisors, LLC	$1.3M	29,703	−45,501	TRIM
306	Global X Japan Co., Ltd.	$1.2M	33,802	+2,909	ADD
307	GARRISON POINT ADVISORS, LLC	$1.2M	33,268	−3,000	TRIM
308	ADAR1 Capital Management, LLC	$1.2M	33,000	+33,000	NEW
309	Convergence Financial, LLC	$1.2M	32,878	+17,332	ADD
310	IEQ CAPITAL, LLC	$1.2M	32,788	−17,202	TRIM
311	Cresset Asset Management, LLC	$1.2M	31,821	−2,115	TRIM
312	PRINCIPAL SECURITIES, INC.	$1.2M	32,637	−628	TRIM
313	Dorsey & Whitney Trust CO LLC	$1.2M	32,618	−1,751	TRIM
314	Tower Research Capital LLC (TRC)	$1.2M	32,014	+32,014	NEW
315	SouthState Bank Corp	$1.2M	31,511	−5,302	TRIM
316	M&T BANK CORP	$1.1M	31,262	−45,057	TRIM
317	Venture Visionary Partners LLC	$1.1M	31,247	+15,651	ADD
318	SHARIAPORTFOLIO, INC.	$1.1M	31,191	+31,191	NEW
319	CHANNING GLOBAL ADVISORS, LLC	$1.1M	31,185	−341	TRIM
320	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$1.1M	30,900	+2,950	ADD
321	Clear Creek Financial Management, LLC	$1.1M	30,581	+14,443	ADD
322	Harrington Investments, INC	$1.1M	30,319	+3,400	ADD
323	Perigon Wealth Management, LLC	$1.1M	29,481	−37,727	TRIM
324	Banque Cantonale Vaudoise	$1.1M	29,164	+7,209	ADD
325	LFG Wealth Partners, LLC	$1.1M	29,136	+29,136	NEW
326	Private Wealth Partners, LLC	$1.1M	28,835	+3,885	ADD
327	SAX WEALTH ADVISORS, LLC	$1.1M	20,751	−1,000	TRIM
328	Cravens & Co Advisors, LLC	$1.1M	28,674	+19,588	ADD
329	GC Wealth Management RIA, LLC	$1.1M	28,640	+3,107	ADD
330	Aaron Wealth Advisors LLC	$1.1M	28,636	+6,298	ADD
331	Bayesian Capital Management, LP	$1.1M	28,600	+28,600	NEW
332	MCCARTER PRIVATE WEALTH SERVICES LLC	$1.1M	28,592	−34,167	TRIM
333	Lido Advisors, LLC	$1.0M	27,574	−203,129	TRIM
334	Rakuten Securities, Inc.	$1.0M	28,428	+16,176	ADD
335	DRW Securities, LLC	$1.0M	28,275	+28,275	NEW
336	VISTA INVESTMENT MANAGEMENT	$1.0M	28,224	+10,458	ADD
337	BOOTHBAY FUND MANAGEMENT, LLC	$1.0M	28,120	+8,077	ADD
338	BURNEY CO/	$1.0M	28,085	+1,075	ADD
339	Grantham, Mayo, Van Otterloo & Co. LLC	$1.0M	27,971	−157,000	TRIM
340	FIRST TRUST ADVISORS LP	$1.0M	27,466	−476,069	TRIM
341	WOODMONT INVESTMENT COUNSEL LLC	$1.0M	27,438	−7,626	TRIM
342	HOHIMER WEALTH MANAGEMENT, LLC	$1.0M	27,417	−36,346	TRIM
343	HB Wealth Management, LLC	$1.0M	27,386	−2,573	TRIM
344	Avidian Wealth Enterprises, LLC	$990K	26,926	+13,585	ADD
345	LOWE BROCKENBROUGH & CO INC	$988K	26,886	−2,130	TRIM
346	Choate Investment Advisors	$982K	26,725	−9,496	TRIM
347	GeoWealth Management, LLC	$975K	26,536	+3,562	ADD
348	First Growth Capital LLC	$974K	26,686	+3,101	ADD
349	Alliance Wealth Advisors, LLC /UT	$972K	26,446	+1,168	ADD
350	Qtron Investments LLC	$956K	26,006	0	NO CHANGE
351	W.G. Shaheen & Associates DBA Whitney & Co	$930K	25,305	−237,478	TRIM
352	Stablepoint Partners, LLC	$928K	25,250	+4,699	ADD
353	Performance Wealth Partners, LLC	$922K	25,090	−319	TRIM
354	NAPLES GLOBAL ADVISORS, LLC	$919K	24,245	−8,427	TRIM
355	Intellectus Partners, LLC	$918K	24,189	+2,281	ADD
356	Bangor Savings Bank	$916K	24,917	−599	TRIM
357	Freestone Capital Holdings, LLC	$906K	24,651	−273	TRIM
358	Ridgewood Investments LLC	$906K	24,649	—	NO PRIOR
359	STEPHENS INC /AR/	$898K	24,425	−5,521	TRIM
360	CAPITAL ADVISORS INC/OK	$896K	24,379	+4,068	ADD
361	Roehl & Yi Investment Advisors, LLC	$881K	23,960	+8,627	ADD
362	Rossmore Private Capital	$873K	23,000	−700	TRIM
363	MSH Capital Advisors LLC	$861K	23,422	+7,272	ADD
364	Acumen Wealth Advisors, LLC	$859K	22,619	−8,982	TRIM
365	Polymer Capital Management (HK) LTD	$857K	23,328	+23,328	NEW
366	CIBC Asset Management Inc	$856K	23,293	−1,194	TRIM
367	Claro Advisors Inc.	$853K	23,201	+2,282	ADD
368	Demars Financial Group, LLC	$849K	23,099	+3,830	ADD
369	EP Wealth Advisors, LLC	$845K	23,003	−14,245	TRIM
370	PCM Encore, LLC	$827K	22,509	+801	ADD
371	Frank, Rimerman Advisors LLC	$826K	22,463	−7,606	TRIM
372	Texas Yale Capital Corp.	$820K	22,324	+675	ADD
373	Summit Trail Advisors, LLC	$818K	22,251	+15,846	ADD
374	WINTON GROUP Ltd	$816K	22,200	+22,200	NEW
375	SWMG, LLC	$813K	22,122	0	NO CHANGE
376	Avior Wealth Management, LLC	$811K	22,063	−1,738	TRIM
377	180 WEALTH ADVISORS, LLC	$809K	22,025	+4,713	ADD
378	OneDigital Investment Advisors LLC	$803K	21,858	−3,126	TRIM
379	OAK ASSOCIATES LTD /OH/	$795K	21,642	0	NO CHANGE
380	Signet Investment Advisory Group, Inc.	$794K	21,600	0	NO CHANGE
381	Chicago Partners Investment Group LLC	$792K	20,229	−1,843	TRIM
382	REGIONS FINANCIAL CORP	$791K	21,537	−7,466	TRIM
383	COMMERCE BANK	$790K	21,501	+1,971	ADD
384	WELCH & FORBES LLC	$783K	21,297	−215	TRIM
385	Ameritas Advisory Services, LLC	$779K	21,185	+6,594	ADD
386	Joel Isaacson & Co., LLC	$773K	21,026	−458	TRIM
387	Carnegie Lake Advisors LLC	$768K	20,900	−275	TRIM
388	NOVEM GROUP	$767K	20,869	+931	ADD
389	Compagnie Lombard Odier SCmA	$764K	20,780	−24,380	TRIM
390	Sava Infond d.o.o.	$762K	20,725	0	NO CHANGE
391	NWAM LLC	$759K	20,662	+15,872	ADD
392	HBK Sorce Advisory LLC	$759K	16,481	+2,154	ADD
393	CHILTON CAPITAL MANAGEMENT LLC	$758K	20,621	−466	TRIM
394	Patriot Financial Group Insurance Agency, LLC	$752K	20,474	+20,474	NEW
395	Disciplined Investors, L.L.C.	$744K	20,233	0	NO CHANGE
396	Directional Asset Management	$742K	20,185	+10,740	ADD
397	PROFUND ADVISORS LLC	$738K	20,084	−3,126	TRIM
398	Capital International Sarl	$736K	20,015	+11,452	ADD
399	Gordian Capital Singapore Pte Ltd	$735K	20,000	+20,000	NEW
400	INTEGRITY ALLIANCE, LLC.	$734K	19,983	+1,053	ADD
401	Checchi Capital Advisers, LLC	$731K	19,897	−1,491	TRIM
402	SCHRODER INVESTMENT MANAGEMENT GROUP	$721K	20,444	−3,604	TRIM
403	Penobscot Investment Management Company, Inc.	$718K	19,540	−4,465	TRIM
404	Brookstone Capital Management	$716K	19,480	+3,925	ADD
405	Dynamic Advisor Solutions LLC	$703K	19,136	−33,720	TRIM
406	Moors & Cabot, Inc.	$698K	18,982	+888	ADD
407	PERSONAL CFO SOLUTIONS, LLC	$679K	17,891	−3,979	TRIM
408	Investors Research Corp	$679K	18,475	+18,475	NEW
409	ROMANO BROTHERS AND COMPANY	$671K	18,246	−15,990	TRIM
410	MMBG INVESTMENT ADVISORS CO.	$667K	17,570	−12,185	TRIM
411	Compound Planning, Inc.	$667K	18,137	−12,200	TRIM
412	OUTFITTERS FINANCIAL LLC	$666K	18,120	+1,110	ADD
413	Wealth Quarterback LLC	$665K	18,107	+2,298	ADD
414	ALLIANCEBERNSTEIN L.P.	$658K	12,937	−7,293	TRIM
415	Jain Global LLC	$657K	17,890	−201,039	TRIM
416	National Philanthropic Trust	$639K	17,381	—	NO PRIOR
417	Pinnacle Wealth Planning Services, Inc.	$633K	17,222	+3,261	ADD
418	Financial Solutions Advisory Group, Inc.	$631K	17,177	—	NO PRIOR
419	Manske Wealth Management	$631K	17,173	+12,293	ADD
420	WESTFIELD CAPITAL MANAGEMENT CO LP	$629K	17,108	+17,108	NEW
421	MITCHELL & PAHL PRIVATE WEALTH, LLC	$629K	17,103	+2,374	ADD
422	MISSION WEALTH MANAGEMENT, LP	$623K	16,944	−3,816	TRIM
423	PFG Investments, LLC	$618K	16,807	−4,859	TRIM
424	CenterStar Asset Management, LLC	$617K	16,807	+16,807	NEW
425	Global Trust Asset Management, LLC	$616K	16,775	−1,570	TRIM
426	Jefferies Financial Group Inc.	$607K	16,524	+14,412	ADD
427	Human Investing LLC	$603K	16,402	−1,389	TRIM
428	LOM Asset Management Ltd	$601K	16,350	−100	TRIM
429	Western Wealth Management, LLC	$598K	16,271	+16,271	NEW
430	Rehmann Capital Advisory Group	$595K	16,188	−2,364	TRIM
431	DE BURLO GROUP INC	$592K	16,100	−358,560	TRIM
432	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$591K	16,070	0	NO CHANGE
433	Lakeside Advisors, INC.	$586K	15,950	−1,350	TRIM
434	Bond & Devick Financial Network, Inc.	$567K	15,422	0	NO CHANGE
435	DONALDSON CAPITAL MANAGEMENT, LLC	$567K	15,418	−376	TRIM
436	DIVERSIFY WEALTH MANAGEMENT, LLC	$564K	14,002	−6,129	TRIM
437	HORIZON KINETICS ASSET MANAGEMENT LLC	$564K	15,350	0	NO CHANGE
438	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$559K	15,211	—	NO PRIOR
439	VestGen Advisors, LLC	$557K	11,853	+7,114	ADD
440	Summit Financial Wealth Advisors, LLC	$554K	15,066	−1,326	TRIM
441	Atlantic Union Bankshares Corp	$552K	15,027	+235	ADD
442	World Investment Advisors	$552K	15,010	+1,607	ADD
443	Red Door Wealth Management, LLC	$551K	14,985	+392	ADD
444	INDEPENDENT FINANCIAL GROUP, LLC	$550K	14,971	—	NO PRIOR
445	HARRELL INVESTMENT PARTNERS, LLC	$548K	14,923	+2,047	ADD
446	Great Diamond Partners, LLC	$545K	14,827	−28	TRIM
447	Envestnet Portfolio Solutions, Inc.	$542K	14,761	−25,668	TRIM
448	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$539K	14,665	+2,004	ADD
449	Seed Wealth Management, Inc.	$538K	14,644	+3,700	ADD
450	1834 INVESTMENT ADVISORS CO	$537K	14,603	+14,603	NEW
451	Mirabaud & Cie SA	$537K	14,600	+4,600	ADD
452	Invst, LLC	$536K	14,596	+6,900	ADD
453	MONARCH CAPITAL MANAGEMENT INC	$536K	14,285	+4,381	ADD
454	ALKEME WEALTH, LLC	$536K	14,577	+9,682	ADD
455	HIGHLAND CAPITAL MANAGEMENT, LLC	$535K	14,568	+68	ADD
456	Brown Miller Wealth Management, LLC	$534K	14,520	+14,520	NEW
457	SeaCrest Wealth Management, LLC	$532K	14,486	−6,217	TRIM
458	GREENWOOD CAPITAL ASSOCIATES LLC	$531K	14,451	+14,451	NEW
459	JOHNSON INVESTMENT COUNSEL INC	$526K	14,301	−1,891	TRIM
460	DIADEMA PARTNERS LP	$521K	14,577	+14,577	NEW
461	FIRST CITIZENS BANK & TRUST CO	$520K	14,152	−269	TRIM
462	Bridgewater Advisors Inc.	$518K	11,007	−749	TRIM
463	PAX Financial Group, LLC	$512K	13,940	+6,487	ADD
464	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$512K	13,919	−1,037	TRIM
465	Wealthfront Advisers LLC	$507K	13,805	+5,348	ADD
466	Hardworking Capital Advisors, LLC	$505K	13,728	+3,141	ADD
467	Summit Financial, LLC	$504K	13,280	+1,414	ADD
468	Retirement Planning Co of New England, Inc.	$503K	13,686	+1,993	ADD
469	Balboa Wealth Partners	$490K	13,333	+1,432	ADD
470	DOLIVER ADVISORS, LP	$490K	13,326	+1,342	ADD
471	Sovran Advisors, LLC	$485K	11,487	+1,527	ADD
472	SAPIENT CAPITAL LLC	$481K	12,651	−6,535	TRIM
473	SILVER OAK SECURITIES, INCORPORATED	$477K	12,976	+2,120	ADD
474	Smartleaf Asset Management LLC	$475K	13,470	−3,665	TRIM
475	Union Bancaire Privee, UBP SA	$472K	14,930	−13,660	TRIM
476	Procyon Advisors, LLC	$471K	12,816	+805	ADD
477	Parallax Volatility Advisers, L.P.	$471K	11,936	−33,490	TRIM
478	Intesa Sanpaolo S.p.A.	$464K	12,625	−800	TRIM
479	Wealthspire Advisors, LLC	$460K	12,505	−2,947	TRIM
480	WJ Financial Advisors LLC	$458K	12,475	+417	ADD
481	SAGESPRING WEALTH PARTNERS, LLC	$458K	12,473	−2,693	TRIM
482	White Knight Strategic Wealth Advisors, LLC	$458K	12,453	−1,938	TRIM
483	Mystic Asset Management, Inc.	$457K	12,425	−375	TRIM
484	Giverny Capital Inc.	$456K	12,400	0	NO CHANGE
485	Principle Wealth Partners LLC	$454K	12,365	+644	ADD
486	Institute for Wealth Management, LLC.	$454K	12,344	0	NO CHANGE
487	Carson Advisory Inc.	$453K	12,316	+268	ADD
488	Quintet Private Bank (Europe) S.A.	$447K	12,165	0	NO CHANGE
489	ALEXANDER LABRUNERIE & CO., INC.	$444K	12,077	+1,019	ADD
490	Capital Group Private Client Services, Inc.	$439K	11,956	−11,281	TRIM
491	Keudell/Morrison Wealth Management	$438K	11,928	+3,779	ADD
492	Mirae Asset Global Investments Co., Ltd.	$435K	11,847	−491,231	TRIM
493	Wilmington Savings Fund Society, FSB	$433K	11,779	0	NO CHANGE
494	Aptus Capital Advisors, LLC	$430K	11,710	+920	ADD
495	Manchester Capital Management LLC	$427K	11,611	+6,697	ADD
496	Tempus Wealth Planning, LLC	$427K	11,609	−977	TRIM
497	Farringdon Capital, Ltd.	$426K	11,598	+2,064	ADD
498	HOLDERNESS INVESTMENTS CO	$419K	11,388	+488	ADD
499	CHIRON CAPITAL MANAGEMENT, LLC	$417K	11,342	—	NO PRIOR
500	J. Goldman & Co LP	$417K	11,335	−8,464	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · NVO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Scott Franklin R–FL-18 $16K–$65K
Sellers: 1 Kevin Hern R–OK-1 $2K–$30K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $16.2M held
Trimming: 1 Gotham Asset Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NOVO-NORDISK A S

Merged timeline of congressional filings and notable-manager moves on NVO
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-17	Scott Franklin Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-05-15	Tudor Investment Corp 13F	ADD	+206,349 sh
2026-05-15	Gotham Asset Management 13F	EXIT	−3,987 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed NVO — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).