NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 10)
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 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NVS 13F holders ranked 901–1,000 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | J. M. Brown & Associates#901 · 3,213 sh | 3,213 | $503.5K | 0.29% | — |
| 902 | MITCHELL SINKLER & STARR#902 · 3,193 sh | 3,193 | $500.4K | — | -4.5% |
| 903 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#903 · 3,192 sh | 3,192 | $500.0K | — | -8.6% |
| 904 | Stokes Family Office#904 · 3,189 sh | 3,189 | $499.8K | 0.06% | -0.3% |
| 905 | WEALTH ALLIANCE#905 · 3,181 sh | 3,181 | $498.5K | 0.04% | -2.1% |
| 906 | Summit Financial Wealth Advisors#906 · 3,173 sh | 3,173 | $497.3K | — | +0.2% |
| 907 | ALLEN WEALTH MANAGEMENT#907 · 3,170 sh | 3,170 | $496.8K | 0.24% | -27.5% |
| 908 | Traveka Wealth#908 · 3,165 sh | 3,165 | $496.0K | — | -0.6% |
| 909 | 44 WEALTH MANAGEMENT#909 · 3,161 sh | 3,161 | $495.4K | 0.16% | -7.2% |
| 910 | SVB WEALTH#910 · 3,152 sh | 3,152 | $494.0K | 0.03% | -1.4% |
| 911 | Tranquilli Financial Advisor#911 · 3,151 sh | 3,151 | $493.8K | 0.27% | +1.8% |
| 912 | Capital Investment Advisors#912 · 3,148 sh | 3,148 | $493.3K | — | +0.9% |
| 913 | THOROUGHBRED FINANCIAL SERVICES#913 · 3,134 sh | 3,134 | $491.0K | 0.02% | +1.3% |
| 914 | Advyzon Investment Management#914 · 3,105 sh | 3,105 | $486.5K | 0.04% | +15.6% |
| 915 | Millstone Evans Group#915 · 3,102 sh | 3,102 | $486.1K | 0.26% | 0.0% |
| 916 | Lantern Wealth Advisors#916 · 3,100 sh | 3,100 | $485.8K | — | 0.0% |
| 917 | Transamerica Financial Advisors#917 · 3,092 sh | 3,092 | $484.7K | 0.04% | -13.9% |
| 918 | Berkshire Bank#918 · 3,076 sh | 3,076 | $482.1K | 0.09% | +0.6% |
| 919 | Western Wealth Management#919 · 3,074 sh | 3,074 | $481.8K | 0.02% | +2.8% |
| 920 | FLC Capital Advisors#920 · 3,066 sh | 3,066 | $480.5K | 0.08% | 0.0% |
| 921 | Bridgefront Capital#921 · 3,062 sh | 3,062 | $479.9K | 0.13% | -58.6% |
| 922 | Meridian Wealth Management#922 · 3,060 sh | 3,060 | $479.6K | 0.01% | -65.7% |
| 923 | LaFleur & Godfrey#923 · 3,058 sh | 3,058 | $479.3K | — | -8.4% |
| 924 | KLINGENSTEIN FIELDS#924 · 3,047 sh | 3,047 | $477.5K | 0.02% | 0.0% |
| 925 | BAR HARBOR WEALTH MANAGEMENT#925 · 3,042 sh | 3,042 | $476.7K | — | +1.7% |
| 926 | TigerOak Management, L.L.C.#926 · 3,041 sh | 3,041 | $476.6K | — | -0.1% |
| 927 | Capital Investment Advisory Services#927 · 3,041 sh | 3,041 | $476.5K | 0.03% | -0.3% |
| 928 | FLAGSHIP HARBOR ADVISORS#928 · 3,040 sh | 3,040 | $476.4K | — | +1.8% |
| 929 | Sound Income Strategies#929 · 3,034 sh | 3,034 | $475.5K | — | +428.6% |
| 930 | Heritage Family Offices, LLP#930 · 3,012 sh | 3,012 | $472.0K | 0.18% | -25.0% |
| 931 | Pacific Excel Wealth Advisors#931 · 3,012 sh | 3,012 | $472.0K | 0.18% | New |
| 932 | Blake Schutter Theil Wealth Advisors#932 · 3,011 sh | 3,011 | $471.9K | 0.32% | 0.0% |
| 933 | Sentry#933 · 3,010 sh | 3,010 | $471.7K | 0.13% | 0.0% |
| 934 | J HAGAN CAPITAL#934 · 3,010 sh | 3,010 | $471.7K | 0.22% | 0.0% |
| 935 | BEACON INVESTMENT ADVISORS#935 · 3,000 sh | 3,000 | $470.2K | 0.15% | 0.0% |
| 936 | Brucke Financial#936 · 2,999 sh | 2,999 | $470.0K | — | -34.0% |
| 937 | ABNER HERRMAN & BROCK#937 · 3,000 sh | 3,000 | $470.0K | — | 0.0% |
| 938 | Sanchez Gaunt Capital Management#938 · 2,997 sh | 2,997 | $469.7K | 0.26% | +0.6% |
| 939 | XXI WEALTH#939 · 2,982 sh | 2,982 | $467.3K | — | +20.8% |
| 940 | Pointe Capital Management#940 · 2,977 sh | 2,977 | $466.6K | 0.21% | 0.0% |
| 941 | Apella Capital#941 · 2,960 sh | 2,960 | $464.8K | — | +1.8% |
| 942 | Robertson Stephens Wealth Management#942 · 2,962 sh | 2,962 | $464.2K | — | -0.9% |
| 943 | Platform Technology Partners#943 · 2,960 sh | 2,960 | $463.9K | 0.08% | -0.8% |
| 944 | Broderick Brian C#944 · 2,946 sh | 2,946 | $461.7K | 0.07% | -5.6% |
| 945 | LRI Investments#945 · 2,933 sh | 2,933 | $459.7K | 0.04% | 0.0% |
| 946 | Ethos Financial Group#946 · 2,892 sh | 2,892 | $459.3K | 0.03% | -3.1% |
| 947 | BIP Wealth#947 · 2,929 sh | 2,929 | $459.0K | — | +45.4% |
| 948 | Range Advisory#948 · 2,911 sh | 2,911 | $456.2K | 0.05% | New |
| 949 | Canal Capital Management#949 · 2,906 sh | 2,906 | $455.4K | 0.06% | 0.0% |
| 950 | SIH Partners, LLLP#950 · 2,903 sh | 2,903 | $455.0K | <0.01% | 0.0% |
| 951 | Harvest Fund Management , Ltd#951 · 2,900 sh | 2,900 | $454.0K | 0.01% | 0.0% |
| 952 | National Philanthropic#952 · 2,896 sh | 2,896 | $453.9K | <0.01% | 0.0% |
| 953 | SPWM Advisors#953 · 2,948 sh | 2,948 | $453.3K | 0.42% | -23.8% |
| 954 | PACES FERRY WEALTH ADVISORS#954 · 2,881 sh | 2,881 | $451.5K | 0.17% | -4.8% |
| 955 | South Shore Capital Advisors#955 · 2,870 sh | 2,870 | $449.9K | — | -90.4% |
| 956 | Cove Private Wealth#956 · 2,867 sh | 2,867 | $449.3K | 0.09% | +76.3% |
| 957 | NBC SECURITIES#957 · 2,866 sh | 2,866 | $449.2K | — | -1.5% |
| 958 | Community Bank & , Waco, Texas#958 · 2,851 sh | 2,851 | $447.0K | — | 0.0% |
| 959 | one8zero8#959 · 2,852 sh | 2,852 | $447.0K | 0.09% | 0.0% |
| 960 | WULFF, HANSEN#960 · 2,850 sh | 2,850 | $446.7K | 0.34% | -0.5% |
| 961 | Symmetry Partners#961 · 2,848 sh | 2,848 | $446.4K | — | New |
| 962 | HAZLETT, BURT & WATSON#962 · 2,835 sh | 2,835 | $445.0K | 0.12% | +28.9% |
| 963 | Legacy Advisors#963 · 2,837 sh | 2,837 | $444.6K | — | +13.2% |
| 964 | Sound View Wealth Advisors Group#964 · 2,828 sh | 2,828 | $443.2K | 0.03% | 0.0% |
| 965 | Ritter Daniher Financial Advisory / DE#965 · 2,821 sh | 2,821 | $442.0K | 0.07% | -9.2% |
| 966 | Rossby Financial, LCC#966 · 2,816 sh | 2,816 | $441.3K | 0.08% | -2.9% |
| 967 | Summit Global Investments#967 · 2,815 sh | 2,815 | $441.0K | 0.02% | +3.6% |
| 968 | Integrated Advisors Network#968 · 2,809 sh | 2,809 | $440.2K | — | -0.4% |
| 969 | WOODSTOCK#969 · 2,807 sh | 2,807 | $439.9K | — | -7.3% |
| 970 | FLYWHEEL PRIVATE WEALTH#970 · 2,796 sh | 2,796 | $438.2K | 0.22% | 0.0% |
| 971 | EWA#971 · 2,790 sh | 2,790 | $437.2K | 0.08% | +0.1% |
| 972 | SHELTON CAPITAL MANAGEMENT#972 · 2,788 sh | 2,788 | $436.9K | <0.01% | -68.6% |
| 973 | Magnus Financial Group#973 · 2,782 sh | 2,782 | $436.0K | — | 0.0% |
| 974 | High Net Worth Advisory Group#974 · 2,779 sh | 2,779 | $435.5K | — | 0.0% |
| 975 | OneAscent Financial Services#975 · 2,770 sh | 2,770 | $434.1K | 0.02% | +7.8% |
| 976 | GSA CAPITAL PARTNERS LLP#976 · 2,762 sh | 2,762 | $433.0K | 0.03% | New |
| 977 | Mission Financial Group#977 · 2,762 sh | 2,762 | $432.9K | — | — |
| 978 | StoneX Group#978 · 2,818 sh | 2,818 | $429.8K | 0.02% | New |
| 979 | GUARDIAN WEALTH ADVISORS, / NC#979 · 2,733 sh | 2,733 | $428.3K | 0.02% | 0.0% |
| 980 | Northstar Group#980 · 2,729 sh | 2,729 | $427.7K | 0.06% | 0.0% |
| 981 | BEESE FULMER INVESTMENT MANAGEMENT#981 · 2,716 sh | 2,716 | $425.7K | — | +9.1% |
| 982 | Roundview Capital#982 · 2,707 sh | 2,707 | $424.2K | 0.02% | 0.0% |
| 983 | Walkner Condon Financial Advisors#983 · 2,701 sh | 2,701 | $423.3K | 0.05% | +6.8% |
| 984 | PHILADELPHIA#984 · 2,700 sh | 2,700 | $423.0K | 0.03% | 0.0% |
| 985 | Kapstone Financial Advisors#985 · 2,695 sh | 2,695 | $422.4K | 0.18% | 0.0% |
| 986 | NorthRock Partners#986 · 2,692 sh | 2,692 | $421.9K | <0.01% | +19.6% |
| 987 | Gotham Asset Management#987 · 2,683 sh | 2,683 | $420.5K | <0.01% | 0.0% |
| 988 | Independence Wealth Advisors#988 · 2,679 sh | 2,679 | $419.9K | 0.21% | +10.6% |
| 989 | Squarepoint Ops#989 · 2,676 sh | 2,676 | $419.4K | <0.01% | -80.8% |
| 990 | CoreCap Advisors#990 · 2,671 sh | 2,671 | $418.6K | — | +67.3% |
| 991 | WALTER & KEENAN WEALTH MANAGEMENT /IN#991 · 2,670 sh | 2,670 | $418.4K | 0.10% | -0.3% |
| 992 | Hilton Head Capital Partners#992 · 2,656 sh | 2,656 | $416.2K | — | +0.2% |
| 993 | Quad-Cities Investment Group#993 · 2,643 sh | 2,643 | $414.2K | — | -1.2% |
| 994 | Icon Wealth Advisors#994 · 2,643 sh | 2,643 | $414.2K | 0.02% | -41.0% |
| 995 | PEDDOCK CAPITAL ADVISORS#995 · 2,632 sh | 2,632 | $412.5K | — | 0.0% |
| 996 | FOUNDERS FINANCIAL SECURITIES#996 · 2,628 sh | 2,628 | $411.9K | 0.02% | 0.0% |
| 997 | OLD MISSION CAPITAL#997 · 2,626 sh | 2,626 | $411.5K | <0.01% | New |
| 998 | WEATHERLY ASSET MANAGEMENT L. P.#998 · 2,621 sh | 2,621 | $410.8K | — | 0.0% |
| 999 | Eagle Strategies#999 · 2,616 sh | 2,616 | $409.9K | — | -0.5% |
| 1000 | MONECO Advisors#1000 · 2,613 sh | 2,613 | $409.5K | 0.03% | +1.7% |
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.