NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Intrua Financial#1001 · 2,609 sh | 2,609 | $408.9K | 0.04% | -0.2% |
| 1002 | Meridian Wealth Advisors#1002 · 2,601 sh | 2,601 | $407.6K | 0.05% | 0.0% |
| 1003 | Stegent Equity Advisors#1003 · 2,599 sh | 2,599 | $407.3K | — | -40.2% |
| 1004 | Beverly Hills Private Wealth#1004 · 2,596 sh | 2,596 | $406.8K | 0.08% | -67.0% |
| 1005 | BSW Wealth Partners#1005 · 2,595 sh | 2,595 | $406.7K | 0.05% | -6.4% |
| 1006 | WIMMER ASSOCIATES 1#1006 · 2,594 sh | 2,594 | $406.5K | 0.18% | 0.0% |
| 1007 | Key FInancial#1007 · 2,592 sh | 2,592 | $406.2K | 0.07% | -2.5% |
| 1008 | Grey Ledge Advisors#1008 · 2,576 sh | 2,576 | $403.8K | 0.08% | 0.0% |
| 1009 | Delaney Dennis R#1009 · 2,575 sh | 2,575 | $403.6K | 0.13% | 0.0% |
| 1010 | Quantum Financial Advisors#1010 · 2,574 sh | 2,574 | $403.4K | 0.04% | +0.4% |
| 1011 | Rydar Equities#1011 · 2,630 sh | 2,630 | $403.4K | — | New |
| 1012 | Compass Ion Advisors#1012 · 2,560 sh | 2,560 | $401.2K | — | -1.2% |
| 1013 | Prairie Wealth Advisors#1013 · 0 sh | 0 | $399.6K | 0.10% | New |
| 1014 | GF FUND MANAGEMENT LTD.#1014 · 2,542 sh | 2,542 | $398.4K | — | 0.0% |
| 1015 | CFS Investment Advisory Services#1015 · 2,476 sh | 2,476 | $395.9K | — | +0.5% |
| 1016 | NORRIS PERNE & FRENCH LLP#1016 · 2,516 sh | 2,516 | $394.3K | — | +0.6% |
| 1017 | JACOBS#1017 · 2,520 sh | 2,520 | $394.0K | — | 0.0% |
| 1018 | JGP Wealth Management#1018 · 2,511 sh | 2,511 | $393.5K | — | -1.0% |
| 1019 | WATERSHED PRIVATE WEALTH#1019 · 2,509 sh | 2,509 | $393.2K | 0.11% | 0.0% |
| 1020 | Flatrock Wealth Partners#1020 · 2,503 sh | 2,503 | $392.3K | 0.15% | -0.9% |
| 1021 | Great Diamond Partners#1021 · 2,473 sh | 2,473 | $387.6K | — | -2.1% |
| 1022 | Laraway Financial Advisors#1022 · 2,467 sh | 2,467 | $386.6K | 0.23% | 0.0% |
| 1023 | SUMMITRY#1023 · 2,464 sh | 2,464 | $386.2K | 0.01% | +16.3% |
| 1024 | DRIVE WEALTH MANAGEMENT#1024 · 2,459 sh | 2,459 | $385.5K | 0.07% | -1.7% |
| 1025 | Busey Wealth Management#1025 · 2,452 sh | 2,452 | $384.3K | — | 0.0% |
| 1026 | SHEETS SMITH WEALTH MANAGEMENT#1026 · 2,450 sh | 2,450 | $384.0K | — | 0.0% |
| 1027 | VAN STRUM & TOWNE#1027 · 2,447 sh | 2,447 | $383.5K | 0.10% | +3.2% |
| 1028 | M. Kulyk & Associates#1028 · 2,439 sh | 2,439 | $382.2K | 0.06% | -2.0% |
| 1029 | Stonebrook Private#1029 · 2,438 sh | 2,438 | $382.1K | 0.07% | +20.7% |
| 1030 | Horizon Wealth Management#1030 · 2,428 sh | 2,428 | $380.6K | 0.05% | +1.2% |
| 1031 | NORDEN GROUP#1031 · 2,427 sh | 2,427 | $380.4K | — | -7.4% |
| 1032 | CARY STREET PARTNERS INVESTMENT ADVISORY#1032 · 2,406 sh | 2,406 | $377.0K | 0.08% | +4.2% |
| 1033 | Aspen Grove Capital#1033 · 2,397 sh | 2,397 | $375.8K | 0.05% | +10.6% |
| 1034 | Hopwood Financial Services#1034 · 2,395 sh | 2,395 | $375.3K | 0.22% | -0.4% |
| 1035 | KORNITZER CAPITAL MANAGEMENT#1035 · 2,390 sh | 2,390 | $374.6K | <0.01% | -0.6% |
| 1036 | Diversified Enterprises#1036 · 2,381 sh | 2,381 | $373.1K | — | +0.2% |
| 1037 | NATIONS FINANCIAL GROUP , /IA#1037 · 2,380 sh | 2,380 | $373.0K | 0.02% | +0.4% |
| 1038 | Argyle Capital Management#1038 · 2,375 sh | 2,375 | $372.2K | 0.11% | 0.0% |
| 1039 | JM2 Capital#1039 · 2,374 sh | 2,374 | $372.1K | — | -8.0% |
| 1040 | Formidable Asset Management#1040 · 2,430 sh | 2,430 | $371.2K | 0.06% | -1.2% |
| 1041 | Wealthcare Advisory Partners#1041 · 2,368 sh | 2,368 | $371.1K | — | -25.3% |
| 1042 | Claro Advisors#1042 · 2,366 sh | 2,366 | $370.8K | 0.04% | +3.3% |
| 1043 | Bayesian Capital Management#1043 · 2,365 sh | 2,365 | $370.6K | 0.24% | New |
| 1044 | SAPIENT CAPITAL#1044 · 2,363 sh | 2,363 | $370.3K | — | 0.0% |
| 1045 | Soltis Investment Advisors#1045 · 2,361 sh | 2,361 | $370.1K | 0.02% | +32.0% |
| 1046 | Cornerstone Wealth Management#1046 · 2,360 sh | 2,360 | $369.9K | 0.02% | -29.8% |
| 1047 | CHAPMAN FINANCIAL GROUP#1047 · 2,355 sh | 2,355 | $369.1K | — | -10.7% |
| 1048 | Shoker Investment Counsel#1048 · 2,335 sh | 2,335 | $365.9K | 0.09% | 0.0% |
| 1049 | IFG Advisory#1049 · 2,334 sh | 2,334 | $365.8K | 0.01% | New |
| 1050 | Oakworth Capital#1050 · 2,335 sh | 2,335 | $365.7K | — | 0.0% |
| 1051 | Koshinski Asset Management#1051 · 2,330 sh | 2,330 | $365.2K | 0.02% | +0.6% |
| 1052 | Key Client Fiduciary Advisors#1052 · 2,326 sh | 2,326 | $364.5K | — | 0.0% |
| 1053 | EVERPAR ADVISORS#1053 · 2,326 sh | 2,326 | $364.5K | 0.10% | +9.6% |
| 1054 | Value Investment Professionals#1054 · 2,319 sh | 2,319 | $363.4K | — | 0.0% |
| 1055 | SCHMIDT P J INVESTMENT MANAGEMENT#1055 · 2,300 sh | 2,300 | $360.5K | 0.06% | 0.0% |
| 1056 | RiverGlades Family Offices#1056 · 2,300 sh | 2,300 | $360.5K | 0.17% | 0.0% |
| 1057 | Kendall Capital Management#1057 · 2,295 sh | 2,295 | $359.7K | — | 0.0% |
| 1058 | SUMMIT WEALTH GROUP#1058 · 2,287 sh | 2,287 | $358.5K | 0.03% | +36.9% |
| 1059 | VIAWEALTH#1059 · 2,276 sh | 2,276 | $356.7K | 0.18% | -1.1% |
| 1060 | Outlook Wealth Advisors#1060 · 2,271 sh | 2,271 | $356.0K | 0.08% | 0.0% |
| 1061 | Texas Capital Bank Wealth Management Services#1061 · 2,271 sh | 2,271 | $355.9K | 0.02% | +3.0% |
| 1062 | Atlantic Edge Private Wealth Management#1062 · 2,270 sh | 2,270 | $355.8K | — | +1.8% |
| 1063 | Financial Security Advisor#1063 · 2,264 sh | 2,264 | $354.8K | 0.06% | 0.0% |
| 1064 | VestGen Advisors#1064 · 2,257 sh | 2,257 | $353.8K | — | +20.6% |
| 1065 | Tyche Wealth Partners#1065 · 2,255 sh | 2,255 | $353.4K | 0.05% | 0.0% |
| 1066 | Cooper Financial Group#1066 · 2,253 sh | 2,253 | $353.1K | — | +63.9% |
| 1067 | VICUS CAPITAL#1067 · 2,251 sh | 2,251 | $352.8K | 0.02% | 0.0% |
| 1068 | CHILTON INVESTMENT#1068 · 2,250 sh | 2,250 | $352.6K | <0.01% | 0.0% |
| 1069 | AIGEN INVESTMENT MANAGEMENT#1069 · 2,243 sh | 2,243 | $351.5K | 0.10% | New |
| 1070 | Keystone Financial Group#1070 · 2,238 sh | 2,238 | $350.8K | 0.02% | -1.8% |
| 1071 | Vann Equity Management#1071 · 2,238 sh | 2,238 | $350.7K | — | +0.3% |
| 1072 | CNB Bank#1072 · 2,220 sh | 2,220 | $347.9K | 0.14% | -13.8% |
| 1073 | MATTERN CAPITAL MANAGEMENT#1073 · 2,211 sh | 2,211 | $346.5K | 0.04% | 0.0% |
| 1074 | Trek Financial#1074 · 2,210 sh | 2,210 | $346.4K | 0.02% | -11.5% |
| 1075 | Bruce G. Allen Investments#1075 · 2,208 sh | 2,208 | $346.0K | 0.22% | +12.1% |
| 1076 | JACKSON THORNTON WEALTH MANAGEMENT#1076 · 2,206 sh | 2,206 | $345.7K | 0.03% | +2.6% |
| 1077 | Wealth Dimensions Group, Ltd.#1077 · 2,204 sh | 2,204 | $345.4K | 0.06% | 0.0% |
| 1078 | Gerald Baker Financial Group#1078 · 2,194 sh | 2,194 | $343.8K | — | 0.0% |
| 1079 | Tower Wealth Partners#1079 · 2,192 sh | 2,192 | $343.5K | 0.17% | +0.1% |
| 1080 | Crestmont Private Wealth#1080 · 2,188 sh | 2,188 | $342.9K | 0.10% | +11.8% |
| 1081 | Granite Group Advisors#1081 · 2,187 sh | 2,187 | $342.7K | — | +38.4% |
| 1082 | Prospect Financial Group#1082 · 2,175 sh | 2,175 | $340.9K | 0.27% | +1.9% |
| 1083 | Caldwell#1083 · 2,167 sh | 2,167 | $339.6K | 0.03% | -6.2% |
| 1084 | ADVISORS MANAGEMENT GROUP#1084 · 2,167 sh | 2,167 | $339.0K | 0.06% | -82.8% |
| 1085 | Wayfinding Financial#1085 · 2,153 sh | 2,153 | $337.0K | 0.13% | +6.3% |
| 1086 | Hudock#1086 · 2,149 sh | 2,149 | $336.9K | — | New |
| 1087 | LIBERTY WEALTH MANAGEMENT#1087 · 2,205 sh | 2,205 | $336.7K | 0.04% | 0.0% |
| 1088 | Farmers National Bank#1088 · 2,145 sh | 2,145 | $336.2K | 0.07% | 0.0% |
| 1089 | NIXON PEABODY#1089 · 2,136 sh | 2,136 | $334.8K | — | +34.6% |
| 1090 | Kovack Advisors#1090 · 2,160 sh | 2,160 | $334.3K | 0.02% | -1.1% |
| 1091 | Braun-Bostich & Associates#1091 · 2,130 sh | 2,130 | $333.8K | — | -3.0% |
| 1092 | Permanens Capital L.P.#1092 · 2,125 sh | 2,125 | $333.0K | 0.03% | New |
| 1093 | SCHNIEDERS CAPITAL MANAGEMENT#1093 · 2,116 sh | 2,116 | $331.6K | 0.04% | +20.3% |
| 1094 | HOWE & RUSLING#1094 · 2,112 sh | 2,112 | $330.9K | 0.02% | +23.9% |
| 1095 | Wealth Alliance Advisory Group#1095 · 2,100 sh | 2,100 | $329.1K | — | 0.0% |
| 1096 | Maia Wealth#1096 · 2,096 sh | 2,096 | $328.4K | — | -11.3% |
| 1097 | Steigerwald, Gordon & Koch#1097 · 2,091 sh | 2,091 | $327.7K | 0.03% | 0.0% |
| 1098 | Mirador Capital Partners#1098 · 2,090 sh | 2,090 | $327.5K | — | +11.5% |
| 1099 | Ancora Advisors#1099 · 2,086 sh | 2,086 | $327.0K | <0.01% | -9.7% |
| 1100 | Cauble & Harre Wealth Management#1100 · 2,085 sh | 2,085 | $326.8K | 0.26% | 0.0% |
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.