Who holds NVOticker 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 · 15 members disclosed NVO ↗

901

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$8.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

441

addsholders whose share count rose or who opened the position (new + add), by shares

231

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · 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
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-05-15	Tudor Investment Corp 13F	add	+206,349 sh
2026-05-15	Gotham Asset Management 13F	exit	−3,987 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed NVO — the congressional view ↗