NOVARTIS AG (NVS) — Institutional Holders, Q2 2026
1,634 institutional investment managers reported a NVS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $21.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NVS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Fisher Asset ManagementAdded · +1,637,629 sh+$256.6M
- Holocene AdvisorsNew · +1,037,332 sh+$162.6M
- MILLENNIUM MANAGEMENTNew · +758,029 sh+$118.8M
- JPMORGAN CHASEAdded · +459,771 sh+$72.1M
- WCM INVESTMENT MANAGEMENTAdded · +441,169 sh+$69.1M
Biggest sellers
- DODGE & COXTrimmed · -6,208,010 sh-$972.9M
- GOLDMAN SACHS GROUPTrimmed · -3,545,603 sh-$555.7M
- STATE STREETTrimmed · -1,335,231 sh-$209.3M
- PRIMECAP MANAGEMENTTrimmed · -975,230 sh-$152.8M
- UBS Group AGTrimmed · -608,731 sh-$95.4M
NVS 13F holders ranked 1–100 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Fisher Asset Management#1 · 15,523,378 sh | 15,523,378 | $2.4B | 0.72% | +11.8% |
| 2 | MORGAN STANLEY#2 · 8,726,827 sh | 8,726,827 | $1.4B | 0.07% | +2.3% |
| 3 | DIMENSIONAL FUND ADVISORS#3 · 8,117,586 sh | 8,117,586 | $1.3B | 0.23% | +0.1% |
| 4 | PRIMECAP MANAGEMENT#4 · 6,592,124 sh | 6,592,124 | $1.0B | 0.61% | -12.9% |
| 5 | LOOMIS SAYLES & L P#5 · 5,239,309 sh | 5,239,309 | $821.1M | 1.03% | -3.4% |
| 6 | BANK OF AMERICA#6 · 4,909,938 sh | 4,909,938 | $769.5M | 0.05% | -1.1% |
| 7 | FRANKLIN RESOURCES#7 · 3,251,281 sh | 3,251,281 | $509.5M | 0.11% | -4.7% |
| 8 | BlackRock#8 · 3,047,988 sh | 3,047,988 | $477.7M | <0.01% | +3.3% |
| 9 | GOLDMAN SACHS GROUP#9 · 2,980,168 sh | 2,980,168 | $467.1M | 0.04% | -54.3% |
| 10 | NORTHERN#10 · 2,792,745 sh | 2,792,745 | $437.7M | 0.05% | +0.2% |
| 11 | NATIXIS ADVISORS#11 · 2,386,527 sh | 2,386,527 | $374.0M | 0.42% | +6.7% |
| 12 | ENVESTNET ASSET MANAGEMENT#12 · 2,330,979 sh | 2,330,979 | $365.3M | 0.09% | +0.8% |
| 13 | JPMORGAN CHASE#13 · 2,264,447 sh | 2,264,447 | $356.9M | 0.02% | +25.5% |
| 14 | Jupiter Topco#14 · 2,221,362 sh | 2,221,362 | $348.1M | 0.14% | — |
| 15 | GQG Partners#15 · 2,151,131 sh | 2,151,131 | $337.1M | 0.63% | -12.1% |
| 16 | FMR#16 · 2,057,404 sh | 2,057,404 | $322.4M | 0.01% | +21.5% |
| 17 | Cullen Capital Management#17 · 2,033,040 sh | 2,033,040 | $318.6M | 3.13% | -0.2% |
| 18 | JONES FINANCIAL COMPANIES LLLP#18 · 1,974,043 sh | 1,974,043 | $306.8M | 0.12% | +8.4% |
| 19 | WCM INVESTMENT MANAGEMENT#19 · 1,904,349 sh | 1,904,349 | $300.1M | 0.54% | +30.2% |
| 20 | WELLS FARGO & COMPANY#20 · 1,828,817 sh | 1,828,817 | $286.6M | 0.05% | -3.5% |
| 21 | RAYMOND JAMES FINANCIAL#21 · 1,801,337 sh | 1,801,337 | $282.3M | 0.08% | -6.8% |
| 22 | PRINCIPAL FINANCIAL GROUP#22 · 1,565,796 sh | 1,565,796 | $245.4M | 0.12% | +2.2% |
| 23 | UBS Group AG#23 · 1,184,422 sh | 1,184,422 | $185.6M | 0.02% | -33.9% |
| 24 | Holocene Advisors#24 · 1,037,332 sh | 1,037,332 | $162.6M | 0.37% | New |
| 25 | Chevy Chase#25 · 1,033,709 sh | 1,033,709 | $162.0M | 0.42% | -1.5% |
| 26 | LORD, ABBETT#26 · 1,002,335 sh | 1,002,335 | $157.1M | 0.45% | +20.7% |
| 27 | TRUIST FINANCIAL#27 · 968,701 sh | 968,701 | $151.8M | 0.18% | +2.9% |
| 28 | EARNEST PARTNERS#28 · 886,634 sh | 886,634 | $139.0M | 0.50% | +0.2% |
| 29 | RENAISSANCE TECHNOLOGIES#29 · 788,033 sh | 788,033 | $123.5M | 0.17% | -29.1% |
| 30 | DODGE & COX#30 · 759,373 sh | 759,373 | $119.0M | 0.06% | -89.1% |
| 31 | MILLENNIUM MANAGEMENT#31 · 758,029 sh | 758,029 | $118.8M | 0.04% | New |
| 32 | Connor, Clark & Lunn Investment Management Ltd.#32 · 740,532 sh | 740,532 | $116.1M | 0.22% | +46.5% |
| 33 | AMERICAN CENTURY COMPANIES#33 · 707,061 sh | 707,061 | $110.8M | 0.05% | +0.6% |
| 34 | LPL Financial#34 · 666,272 sh | 666,272 | $104.4M | 0.02% | +7.4% |
| 35 | ROYAL BANK OF CANADA#35 · 638,682 sh | 638,682 | $100.1M | 0.01% | +3.2% |
| 36 | VAN ECK ASSOCIATES#36 · 633,523 sh | 633,523 | $99.3M | 0.06% | -29.0% |
| 37 | SEI INVESTMENTS#37 · 591,566 sh | 591,566 | $92.7M | 0.08% | -4.5% |
| 38 | NewEdge Wealth#38 · 579,486 sh | 579,486 | $90.8M | 0.91% | +6.0% |
| 39 | HARDING LOEVNER#39 · 578,234 sh | 578,234 | $90.5M | 0.85% | -1.0% |
| 40 | BRISTOL JOHN W#40 · 557,777 sh | 557,777 | $87.4M | 1.29% | -0.7% |
| 41 | Creative Planning#41 · 546,659 sh | 546,659 | $85.7M | 0.05% | +3.4% |
| 42 | CIBC Bancorp USA#42 · 524,073 sh | 524,073 | $82.1M | 0.10% | -2.6% |
| 43 | AMERIPRISE FINANCIAL#43 · 508,398 sh | 508,398 | $79.7M | 0.02% | -4.5% |
| 44 | Pacer Advisors#44 · 482,153 sh | 482,153 | $75.5M | 0.19% | -62.5% |
| 45 | Harvest Portfolios Group#45 · 457,045 sh | 457,045 | $71.6M | 1.01% | +0.5% |
| 46 | ASSETMARK#46 · 442,978 sh | 442,978 | $69.4M | — | +9.7% |
| 47 | Corient Private Wealth#47 · 437,208 sh | 437,208 | $68.5M | 0.09% | -0.8% |
| 48 | TCTC#48 · 393,932 sh | 393,932 | $61.7M | 1.62% | 0.0% |
| 49 | Quantinno Capital Management#49 · 386,332 sh | 386,332 | $60.5M | 0.07% | +13.4% |
| 50 | CHARLES SCHWAB INVESTMENT MANAGEMENT#50 · 384,386 sh | 384,386 | $60.2M | <0.01% | +11.3% |
| 51 | BNP PARIBAS FINANCIAL MARKETS#51 · 379,597 sh | 379,597 | $59.5M | 0.02% | +213.6% |
| 52 | FARALLON CAPITAL MANAGEMENT#52 · 363,000 sh | 363,000 | $56.9M | 0.26% | New |
| 53 | AGF MANAGEMENT LTD#53 · 360,354 sh | 360,354 | $56.5M | 0.22% | New |
| 54 | FIRST ADVISORS#54 · 353,224 sh | 353,224 | $55.4M | 0.03% | -3.6% |
| 55 | O'SHAUGHNESSY ASSET MANAGEMENT#55 · 335,528 sh | 335,528 | $52.6M | 0.24% | +4.8% |
| 56 | Cerity Partners#56 · 334,595 sh | 334,595 | $52.4M | 0.06% | +1.4% |
| 57 | STIFEL FINANCIAL#57 · 330,309 sh | 330,309 | $51.8M | 0.04% | +4.0% |
| 58 | MARSHALL WACE, LLP#58 · 330,061 sh | 330,061 | $51.7M | 0.04% | +2.5% |
| 59 | Bank of New York Mellon#59 · 328,948 sh | 328,948 | $51.6M | <0.01% | +0.3% |
| 60 | CITADEL ADVISORS#60 · 320,808 sh | 320,808 | $50.3M | <0.01% | New |
| 61 | TODD ASSET MANAGEMENT#61 · 317,429 sh | 317,429 | $49.7M | — | -26.5% |
| 62 | Saturna Capital#62 · 311,392 sh | 311,392 | $48.8M | 0.60% | +0.1% |
| 63 | SCHARF INVESTMENTS#63 · 310,818 sh | 310,818 | $48.7M | 1.61% | -47.3% |
| 64 | MASSACHUSETTS FINANCIAL SERVICES#64 · 293,443 sh | 293,443 | $46.0M | 0.01% | +19.0% |
| 65 | COOKSON PEIRCE#65 · 283,840 sh | 283,840 | $44.5M | 1.47% | +0.1% |
| 66 | AQR CAPITAL MANAGEMENT#66 · 281,210 sh | 281,210 | $44.1M | 0.02% | +20.2% |
| 67 | HighTower Advisors#67 · 267,821 sh | 267,821 | $42.0M | 0.04% | +1.2% |
| 68 | CITIGROUP#68 · 265,626 sh | 265,626 | $41.6M | 0.01% | -23.8% |
| 69 | US BANCORP \DE\#69 · 262,178 sh | 262,178 | $41.1M | 0.04% | -2.5% |
| 70 | MML INVESTORS SERVICES#70 · 255,770 sh | 255,770 | $40.1M | 0.08% | +11.4% |
| 71 | Grantham, Mayo, Van Otterloo#71 · 245,957 sh | 245,957 | $38.5M | 0.09% | -10.8% |
| 72 | ADAGE CAPITAL PARTNERS GP, L.L.C.#72 · 245,557 sh | 245,557 | $38.5M | 0.05% | -4.8% |
| 73 | Janney Montgomery Scott#73 · 241,904 sh | 241,904 | $37.9M | 0.07% | -22.4% |
| 74 | Quadrature Capital Ltd#74 · 240,579 sh | 240,579 | $37.7M | 0.32% | +110.5% |
| 75 | Midwest#75 · 239,181 sh | 239,181 | $37.5M | — | -1.3% |
| 76 | Focus Partners Wealth#76 · 235,657 sh | 235,657 | $36.9M | 0.04% | -16.0% |
| 77 | FIRST FINANCIAL BANKSHARES#77 · 234,315 sh | 234,315 | $36.7M | 0.69% | +1.5% |
| 78 | Promethos Capital#78 · 233,303 sh | 233,303 | $36.6M | 9.94% | +14.9% |
| 79 | Mariner#79 · 231,391 sh | 231,391 | $36.3M | 0.04% | -4.2% |
| 80 | TriCert Investment Counsel#80 · 226,301 sh | 226,301 | $35.5M | 3.30% | — |
| 81 | PNC FINANCIAL SERVICES GROUP#81 · 222,881 sh | 222,881 | $34.9M | 0.02% | +1.2% |
| 82 | OPPENHEIMER ASSET MANAGEMENT#82 · 217,234 sh | 217,234 | $34.0M | — | +0.1% |
| 83 | Cetera Investment Advisers#83 · 206,722 sh | 206,722 | $32.4M | 0.03% | +1.8% |
| 84 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#84 · 201,250 sh | 201,250 | $31.5M | 0.21% | -24.9% |
| 85 | Integral Health Asset Management#85 · 200,000 sh | 200,000 | $31.3M | 1.24% | -20.0% |
| 86 | BRANDES INVESTMENT PARTNERS#86 · 197,593 sh | 197,593 | $31.0M | 0.22% | +4.2% |
| 87 | Mirae Asset Global Investments , Ltd.#87 · 195,986 sh | 195,986 | $30.7M | 0.05% | +40.4% |
| 88 | BROWN ADVISORY#88 · 186,086 sh | 186,086 | $29.2M | 0.05% | -1.6% |
| 89 | Kestra Advisory Services#89 · 185,906 sh | 185,906 | $29.1M | 0.09% | +250.3% |
| 90 | M&T BANK#90 · 183,359 sh | 183,359 | $28.7M | 0.08% | +6.7% |
| 91 | NEW YORK STATE COMMON RETIREMENT FUND#91 · 183,246 sh | 183,246 | $28.7M | 0.04% | +3.3% |
| 92 | GODSEY & GIBB#92 · 183,015 sh | 183,015 | $28.7M | — | -1.4% |
| 93 | Parkwood#93 · 182,462 sh | 182,462 | $28.6M | 2.05% | +11.7% |
| 94 | FERGUSON WELLMAN CAPITAL MANAGEMENT#94 · 182,260 sh | 182,260 | $28.6M | — | -0.1% |
| 95 | CAPTRUST FINANCIAL ADVISORS#95 · 173,384 sh | 173,384 | $27.2M | 0.04% | +7.7% |
| 96 | OSAIC#96 · 172,539 sh | 172,539 | $27.1M | 0.03% | +2.1% |
| 97 | MANAGED ASSET PORTFOLIOS#97 · 165,519 sh | 165,519 | $25.9M | 2.96% | +0.7% |
| 98 | QRG CAPITAL MANAGEMENT#98 · 164,478 sh | 164,478 | $25.8M | 0.21% | +9.0% |
| 99 | D.A. DAVIDSON#99 · 163,017 sh | 163,017 | $25.5M | 0.14% | -23.4% |
| 100 | MERCER GLOBAL ADVISORS#100 · 161,839 sh | 161,839 | $25.4M | 0.03% | +0.7% |
Funds that sold out of NVS in Q2 2026 (86)
Held NVS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.