NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Dakota Community Bank & NA#1101 · 2,081 sh | 2,081 | $326.1K | — | -0.4% |
| 1102 | ENTERPRISE FINANCIAL SERVICES#1102 · 2,081 sh | 2,081 | $326.1K | 0.13% | -1.3% |
| 1103 | Merrion Investment Management#1103 · 2,080 sh | 2,080 | $326.0K | — | 0.0% |
| 1104 | Paradigm Capital Management#1104 · 2,072 sh | 2,072 | $325.0K | 0.28% | -4.8% |
| 1105 | Dorato Capital Management#1105 · 2,104 sh | 2,104 | $324.1K | — | 0.0% |
| 1106 | Forvis Mazars Wealth Advisors#1106 · 2,065 sh | 2,065 | $323.6K | — | +7.3% |
| 1107 | 180 WEALTH ADVISORS#1107 · 2,061 sh | 2,061 | $323.1K | 0.03% | +1.6% |
| 1108 | Alliance Wealth Advisors#1108 · 2,061 sh | 2,061 | $323.0K | 0.06% | -28.8% |
| 1109 | Elk River Wealth Management#1109 · 2,060 sh | 2,060 | $322.8K | 0.05% | 0.0% |
| 1110 | Proficio Capital Partners#1110 · 2,058 sh | 2,058 | $322.5K | 0.01% | +38.7% |
| 1111 | Keudell/Morrison Wealth Management#1111 · 2,058 sh | 2,058 | $322.5K | — | 0.0% |
| 1112 | WHALEROCK POINT PARTNERS#1112 · 2,050 sh | 2,050 | $321.3K | 0.05% | 0.0% |
| 1113 | Vanguard Capital Wealth Advisors#1113 · 2,050 sh | 2,050 | $321.3K | — | 0.0% |
| 1114 | F/m Investments#1114 · 2,050 sh | 2,050 | $321.3K | 0.02% | 0.0% |
| 1115 | KG&L Capital Management#1115 · 2,046 sh | 2,046 | $320.6K | — | New |
| 1116 | Legacy Wealth Advisors#1116 · 2,043 sh | 2,043 | $320.2K | 0.14% | +15.5% |
| 1117 | Hudson Capital Management#1117 · 2,040 sh | 2,040 | $319.8K | — | 0.0% |
| 1118 | Kestra Investment Management#1118 · 2,037 sh | 2,037 | $319.2K | <0.01% | +20.5% |
| 1119 | DILLON & ASSOCIATES#1119 · 2,031 sh | 2,031 | $319.0K | — | 0.0% |
| 1120 | Focus Financial Network#1120 · 2,032 sh | 2,032 | $318.5K | — | -22.7% |
| 1121 | Pacifica Partners#1121 · 1,984 sh | 1,984 | $317.2K | — | 0.0% |
| 1122 | CLEAR WAVE WEALTH MANAGEMENT#1122 · 2,023 sh | 2,023 | $317.0K | 0.06% | -35.0% |
| 1123 | First County Bank#1123 · 2,022 sh | 2,022 | $316.9K | — | +0.4% |
| 1124 | PARNASSUS INVESTMENTS#1124 · 2,016 sh | 2,016 | $315.9K | — | +0.9% |
| 1125 | Greykasell Wealth Strategies#1125 · 2,013 sh | 2,013 | $315.5K | 0.11% | 0.0% |
| 1126 | COZAD ASSET MANAGEMENT#1126 · 2,007 sh | 2,007 | $314.5K | 0.02% | +2.0% |
| 1127 | Gimbal Financial#1127 · 2,002 sh | 2,002 | $313.7K | — | — |
| 1128 | Stanley-Laman Group, Ltd.#1128 · 2,000 sh | 2,000 | $313.4K | — | 0.0% |
| 1129 | Peak Asset Management#1129 · 2,000 sh | 2,000 | $313.4K | 0.05% | 0.0% |
| 1130 | JUNCTURE WEALTH STRATEGIES#1130 · 1,998 sh | 1,998 | $313.1K | — | -12.5% |
| 1131 | PALLADIEM#1131 · 1,996 sh | 1,996 | $312.8K | 0.30% | -8.5% |
| 1132 | GREENUP STREET WEALTH MANAGEMENT#1132 · 1,993 sh | 1,993 | $312.3K | 0.04% | -16.1% |
| 1133 | HALL CAPITAL MANAGEMENT#1133 · 1,985 sh | 1,985 | $311.1K | 0.10% | 0.0% |
| 1134 | Stirlingshire Investments#1134 · 1,979 sh | 1,979 | $310.1K | 0.23% | +19.7% |
| 1135 | SPINNAKER#1135 · 1,974 sh | 1,974 | $309.4K | 0.01% | +0.8% |
| 1136 | Cornerstone Advisory#1136 · 1,974 sh | 1,974 | $309.4K | 0.03% | -2.8% |
| 1137 | Syverson Strege#1137 · 1,964 sh | 1,964 | $307.8K | 0.07% | -0.5% |
| 1138 | Intellectus Partners#1138 · 1,962 sh | 1,962 | $307.5K | 0.05% | -32.3% |
| 1139 | Barry Investment Advisors#1139 · 1,962 sh | 1,962 | $307.5K | — | 0.0% |
| 1140 | Hilltop National Bank#1140 · 1,960 sh | 1,960 | $307.2K | — | 0.0% |
| 1141 | CAPITAL ADVISORS#1141 · 1,953 sh | 1,953 | $306.0K | <0.01% | +19.3% |
| 1142 | Cypress Wealth Services#1142 · 1,948 sh | 1,948 | $305.3K | — | -7.2% |
| 1143 | EJMK Ventures#1143 · 1,948 sh | 1,948 | $305.3K | — | New |
| 1144 | MEYER HANDELMAN#1144 · 1,948 sh | 1,948 | $305.3K | <0.01% | -16.0% |
| 1145 | Livet Wealth#1145 · 1,946 sh | 1,946 | $305.0K | — | -5.2% |
| 1146 | EntryPoint Capital#1146 · 1,936 sh | 1,936 | $303.4K | 0.07% | New |
| 1147 | South Street Advisors#1147 · 1,934 sh | 1,934 | $303.1K | 0.04% | 0.0% |
| 1148 | Commonwealth Retirement Investments#1148 · 1,931 sh | 1,931 | $302.6K | — | 0.0% |
| 1149 | Avestar Capital#1149 · 1,929 sh | 1,929 | $302.3K | 0.02% | New |
| 1150 | August Group Capital Ltd#1150 · 1,929 sh | 1,929 | $302.2K | — | -2.1% |
| 1151 | Hummer Financial Advisory Services#1151 · 1,926 sh | 1,926 | $301.8K | — | 0.0% |
| 1152 | Confluence Wealth Services#1152 · 1,925 sh | 1,925 | $301.7K | <0.01% | New |
| 1153 | Clearbridge Investments#1153 · 1,917 sh | 1,917 | $300.4K | <0.01% | +19.2% |
| 1154 | Triad Wealth Partners#1154 · 1,949 sh | 1,949 | $299.5K | — | +8.9% |
| 1155 | Manchester Capital Management#1155 · 1,910 sh | 1,910 | $299.3K | — | 0.0% |
| 1156 | Community Bank, N.A.#1156 · 1,906 sh | 1,906 | $298.7K | 0.03% | 0.0% |
| 1157 | EAGLE HARBOR ASSET MANAGEMENT#1157 · 1,905 sh | 1,905 | $298.6K | — | -4.8% |
| 1158 | Quotient Wealth Partners#1158 · 1,901 sh | 1,901 | $297.9K | <0.01% | +20.1% |
| 1159 | SteelPeak Wealth#1159 · 1,901 sh | 1,901 | $297.9K | — | +5.3% |
| 1160 | Avalon#1160 · 1,900 sh | 1,900 | $297.8K | 0.02% | +26.7% |
| 1161 | SageView Advisory Group#1161 · 1,894 sh | 1,894 | $296.9K | <0.01% | -5.5% |
| 1162 | Mattson Financial Services#1162 · 1,941 sh | 1,941 | $296.4K | 0.06% | +2.4% |
| 1163 | Narus Financial Partners#1163 · 1,889 sh | 1,889 | $296.0K | — | +2.7% |
| 1164 | Nolet Wealth Management#1164 · 1,880 sh | 1,880 | $294.6K | — | +12.8% |
| 1165 | ESSEX INVESTMENT MANAGEMENT#1165 · 1,875 sh | 1,875 | $293.9K | — | 0.0% |
| 1166 | SMITH, MOORE#1166 · 1,870 sh | 1,870 | $293.1K | 0.02% | 0.0% |
| 1167 | Badgley Phelps Wealth Managers#1167 · 1,866 sh | 1,866 | $292.4K | — | +8.9% |
| 1168 | CURA WEALTH ADVISORS#1168 · 1,863 sh | 1,863 | $292.0K | 0.12% | 0.0% |
| 1169 | Ponta Wealth Partners#1169 · 1,861 sh | 1,861 | $291.7K | 0.16% | 0.0% |
| 1170 | ORG Wealth Partners#1170 · 1,853 sh | 1,853 | $290.4K | 0.04% | +0.2% |
| 1171 | Empower Advisory Group#1171 · 1,842 sh | 1,842 | $288.7K | <0.01% | -3.1% |
| 1172 | SJS Investment Consulting#1172 · 1,839 sh | 1,839 | $288.2K | — | +8.7% |
| 1173 | Van Diest Capital#1173 · 1,832 sh | 1,832 | $287.2K | 0.26% | -16.0% |
| 1174 | Astoria Portfolio Advisors#1174 · 1,831 sh | 1,831 | $286.9K | 0.05% | New |
| 1175 | Endowment Wealth Management#1175 · 1,830 sh | 1,830 | $286.9K | 0.11% | +14.8% |
| 1176 | EXCALIBUR MANAGEMENT#1176 · 1,828 sh | 1,828 | $286.5K | 0.09% | 0.0% |
| 1177 | Global Asset Management#1177 · 1,827 sh | 1,827 | $286.3K | — | -6.9% |
| 1178 | Trace Wealth Advisors#1178 · 1,825 sh | 1,825 | $286.0K | 0.19% | 0.0% |
| 1179 | Welch Financial Planning#1179 · 1,825 sh | 1,825 | $286.0K | 0.17% | 0.0% |
| 1180 | FSM Wealth Advisors#1180 · 1,824 sh | 1,824 | $285.9K | — | +8.0% |
| 1181 | Brown Financial Advisors#1181 · 1,821 sh | 1,821 | $285.4K | 0.10% | -0.4% |
| 1182 | Fire Capital Management#1182 · 1,819 sh | 1,819 | $285.1K | — | New |
| 1183 | CAPE COD FIVE CENTS SAVINGS BANK#1183 · 1,819 sh | 1,819 | $285.1K | 0.02% | — |
| 1184 | First Nebraska#1184 · 1,812 sh | 1,812 | $284.0K | 0.02% | 0.0% |
| 1185 | Pallas Capital Advisors#1185 · 1,811 sh | 1,811 | $283.8K | <0.01% | +22.0% |
| 1186 | Entelevest#1186 · 1,810 sh | 1,810 | $283.7K | 0.24% | New |
| 1187 | Red Door Wealth Management#1187 · 1,807 sh | 1,807 | $283.2K | 0.03% | +22.3% |
| 1188 | Fulcrum Equity Management#1188 · 1,805 sh | 1,805 | $282.9K | — | 0.0% |
| 1189 | Rosenberg Matthew Hamilton#1189 · 1,803 sh | 1,803 | $282.6K | — | +34.4% |
| 1190 | MOODY NATIONAL BANK DIVISION#1190 · 1,802 sh | 1,802 | $282.4K | — | +4.2% |
| 1191 | Caitong International Asset Management , Ltd#1191 · 1,799 sh | 1,799 | $281.9K | 0.04% | New |
| 1192 | AMERICAN NATIONAL BANK#1192 · 1,786 sh | 1,786 | $279.9K | — | 0.0% |
| 1193 | Financial Perspectives#1193 · 1,774 sh | 1,774 | $278.0K | 0.07% | 0.0% |
| 1194 | Atlas Legacy Advisors#1194 · 1,788 sh | 1,788 | $276.3K | 0.04% | New |
| 1195 | PLIMOTH#1195 · 1,762 sh | 1,762 | $276.1K | — | -2.2% |
| 1196 | Marietta Wealth Management#1196 · 1,753 sh | 1,753 | $274.7K | — | -1.8% |
| 1197 | Leith Wheeler Investment Counsel Ltd.#1197 · 1,745 sh | 1,745 | $273.5K | 0.02% | +20.8% |
| 1198 | American#1198 · 1,745 sh | 1,745 | $273.5K | 0.02% | +32.0% |
| 1199 | Journey Advisory Group#1199 · 1,737 sh | 1,737 | $272.2K | 0.02% | 0.0% |
| 1200 | Hurlow Wealth Management Group#1200 · 1,735 sh | 1,735 | $271.9K | 0.06% | 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.