NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | North Star Investment Management#1201 · 1,730 sh | 1,730 | $271.2K | — | +19.4% |
| 1202 | Stiles Financial Services#1202 · 1,729 sh | 1,729 | $270.9K | 0.07% | 0.0% |
| 1203 | Montecito Bank#1203 · 1,728 sh | 1,728 | $270.8K | — | New |
| 1204 | Founders Financial Alliance#1204 · 1,726 sh | 1,726 | $270.5K | 0.04% | -31.7% |
| 1205 | Retirement Planning Group#1205 · 1,723 sh | 1,723 | $270.0K | — | +0.8% |
| 1206 | BANK OF HAWAII#1206 · 1,720 sh | 1,720 | $269.6K | 0.01% | New |
| 1207 | ANCHOR CAPITAL ADVISORS#1207 · 1,718 sh | 1,718 | $269.2K | <0.01% | 0.0% |
| 1208 | Larson Financial Group#1208 · 1,715 sh | 1,715 | $268.8K | <0.01% | +6.3% |
| 1209 | Bravera Wealth#1209 · 1,710 sh | 1,710 | $268.0K | 0.10% | 0.0% |
| 1210 | Lynx Investment Advisory#1210 · 1,709 sh | 1,709 | $267.8K | 0.09% | New |
| 1211 | Argent Advisors#1211 · 1,705 sh | 1,705 | $267.2K | 0.07% | 0.0% |
| 1212 | PEOPLES FINANCIAL SERVICES#1212 · 1,703 sh | 1,703 | $266.9K | — | -1.9% |
| 1213 | Houlihan Financial Resource Group, Ltd.#1213 · 1,700 sh | 1,700 | $266.4K | 0.10% | 0.0% |
| 1214 | Walter Public Investments#1214 · 1,700 sh | 1,700 | $266.4K | 0.06% | New |
| 1215 | UNION SAVINGS BANK#1215 · 1,691 sh | 1,691 | $265.0K | — | 0.0% |
| 1216 | Capital Asset Advisory Services#1216 · 1,689 sh | 1,689 | $264.7K | <0.01% | -0.5% |
| 1217 | Fairscale Capital#1217 · 1,681 sh | 1,681 | $263.4K | 0.16% | 0.0% |
| 1218 | Post Resch Tallon Group#1218 · 1,681 sh | 1,681 | $263.4K | — | 0.0% |
| 1219 | ROCKLAND#1219 · 1,677 sh | 1,677 | $262.8K | — | -8.3% |
| 1220 | BROWN, LISLE/CUMMINGS#1220 · 1,674 sh | 1,674 | $262.3K | — | -0.8% |
| 1221 | Lexington Hill Partners#1221 · 1,670 sh | 1,670 | $261.7K | — | -8.0% |
| 1222 | Benchmark Financial Wealth Advisors#1222 · 1,667 sh | 1,667 | $261.2K | — | -0.1% |
| 1223 | Fortis Capital Management#1223 · 1,665 sh | 1,665 | $260.9K | 0.03% | New |
| 1224 | COURIER CAPITAL#1224 · 1,648 sh | 1,648 | $258.3K | — | 0.0% |
| 1225 | HARBOR INVESTMENT ADVISORY#1225 · 1,646 sh | 1,646 | $258.0K | — | 0.0% |
| 1226 | S Harris Financial Group#1226 · 1,640 sh | 1,640 | $257.1K | 0.20% | -3.9% |
| 1227 | TOWNSQUARE CAPITAL#1227 · 1,638 sh | 1,638 | $256.7K | 0.05% | +5.2% |
| 1228 | Adelphi#1228 · 1,633 sh | 1,633 | $255.9K | — | +16.6% |
| 1229 | Mattern Wealth Management#1229 · 1,633 sh | 1,633 | $255.9K | 0.04% | +2.1% |
| 1230 | Ellsworth Advisors#1230 · 1,695 sh | 1,695 | $255.6K | — | 0.0% |
| 1231 | Old Mission Investment#1231 · 1,620 sh | 1,620 | $253.8K | — | -0.1% |
| 1232 | LVW Advisors#1232 · 1,618 sh | 1,618 | $253.6K | — | +18.9% |
| 1233 | TRITONPOINT WEALTH#1233 · 1,618 sh | 1,618 | $253.6K | — | New |
| 1234 | ARQ WEALTH ADVISORS#1234 · 1,656 sh | 1,656 | $253.5K | 0.03% | +10.4% |
| 1235 | Fairfield Financial Advisors, LTD#1235 · 1,611 sh | 1,611 | $252.5K | — | New |
| 1236 | Gateway Wealth Partners#1236 · 1,608 sh | 1,608 | $252.0K | 0.02% | -65.2% |
| 1237 | Physician Wealth Advisors#1237 · 1,603 sh | 1,603 | $251.2K | — | +0.8% |
| 1238 | Parallax Volatility Advisers, L.P.#1238 · 1,602 sh | 1,602 | $251.1K | <0.01% | New |
| 1239 | Azimuth Capital Investment Management#1239 · 1,598 sh | 1,598 | $250.4K | <0.01% | 0.0% |
| 1240 | Glenview#1240 · 1,629 sh | 1,629 | $248.8K | <0.01% | 0.0% |
| 1241 | Knights of Columbus Asset Advisors#1241 · 1,585 sh | 1,585 | $248.4K | 0.01% | -34.9% |
| 1242 | Arlington Partners#1242 · 1,579 sh | 1,579 | $247.5K | — | 0.0% |
| 1243 | LEUCADIA NATIONAL#1243 · 1,578 sh | 1,578 | $247.3K | <0.01% | New |
| 1244 | V-Square Quantitative Management#1244 · 1,573 sh | 1,573 | $246.5K | — | -88.4% |
| 1245 | Palumbo Wealth Management#1245 · 1,567 sh | 1,567 | $245.5K | 0.05% | +2.0% |
| 1246 | Fragasso Group#1246 · 1,556 sh | 1,556 | $243.9K | — | +1.0% |
| 1247 | JBGlobal.com#1247 · 1,550 sh | 1,550 | $242.9K | — | 0.0% |
| 1248 | Leisure Capital Management#1248 · 1,549 sh | 1,549 | $242.8K | 0.08% | +11.1% |
| 1249 | Hennion & Walsh Asset Management#1249 · 1,549 sh | 1,549 | $242.8K | — | +1.7% |
| 1250 | AssuredPartners Investment Advisors#1250 · 1,548 sh | 1,548 | $242.6K | 0.02% | -7.5% |
| 1251 | Meramec Financial Planners#1251 · 1,554 sh | 1,554 | $242.6K | 0.09% | -3.2% |
| 1252 | Westmount Partners#1252 · 1,548 sh | 1,548 | $242.6K | 0.05% | +3.3% |
| 1253 | CHILDRESS CAPITAL ADVISORS#1253 · 1,547 sh | 1,547 | $242.4K | 0.04% | +0.7% |
| 1254 | Tevis Investment Management#1254 · 1,546 sh | 1,546 | $242.3K | 0.13% | 0.0% |
| 1255 | RVW Wealth#1255 · 1,542 sh | 1,542 | $241.7K | — | 0.0% |
| 1256 | Murphy, Middleton, Hinkle & Parker#1256 · 1,540 sh | 1,540 | $241.3K | — | 0.0% |
| 1257 | EARNED WEALTH ADVISORS#1257 · 1,536 sh | 1,536 | $240.8K | 0.02% | -32.7% |
| 1258 | BCS Wealth Management#1258 · 1,533 sh | 1,533 | $240.3K | 0.04% | 0.0% |
| 1259 | Portfolio Design Labs#1259 · 1,531 sh | 1,531 | $239.9K | 0.04% | 0.0% |
| 1260 | Armor Investment Advisors#1260 · 1,531 sh | 1,531 | $239.9K | — | -27.7% |
| 1261 | Kelly Financial Services#1261 · 1,529 sh | 1,529 | $239.6K | — | 0.0% |
| 1262 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#1262 · 1,549 sh | 1,549 | $239.5K | 0.13% | 0.0% |
| 1263 | Consolidated Planning#1263 · 1,516 sh | 1,516 | $237.6K | — | +4.6% |
| 1264 | VisionPoint Advisory Group#1264 · 1,509 sh | 1,509 | $236.5K | — | +9.0% |
| 1265 | WealthSpring Partners#1265 · 1,505 sh | 1,505 | $235.9K | — | 0.0% |
| 1266 | Bristlecone Value Partners#1266 · 1,505 sh | 1,505 | $235.9K | 0.19% | -16.1% |
| 1267 | CAUSEWAY CAPITAL MANAGEMENT#1267 · 1,501 sh | 1,501 | $235.2K | <0.01% | +0.9% |
| 1268 | NICOLET BANKSHARES#1268 · 1,500 sh | 1,500 | $235.1K | <0.01% | 0.0% |
| 1269 | REBALANCE#1269 · 1,500 sh | 1,500 | $235.1K | — | 0.0% |
| 1270 | Essex#1270 · 1,500 sh | 1,500 | $235.1K | — | -38.8% |
| 1271 | Quadrant Private Wealth Management#1271 · 1,495 sh | 1,495 | $234.3K | 0.05% | New |
| 1272 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1272 · 1,518 sh | 1,518 | $233.9K | 0.01% | +0.9% |
| 1273 | Saratoga Research & Investment Management#1273 · 1,490 sh | 1,490 | $233.5K | — | 0.0% |
| 1274 | MFA Wealth Services#1274 · 1,484 sh | 1,484 | $232.6K | — | 0.0% |
| 1275 | FOCUSED ALPHA#1275 · 1,484 sh | 1,484 | $232.5K | — | New |
| 1276 | Financial Planning Navigators#1276 · 1,482 sh | 1,482 | $232.3K | — | +3.0% |
| 1277 | Liberty Capital Management#1277 · 1,480 sh | 1,480 | $231.9K | 0.04% | — |
| 1278 | SIG BROKERAGE#1278 · 1,476 sh | 1,476 | $231.3K | <0.01% | New |
| 1279 | Legacy Capital Wealth Partners#1279 · 1,465 sh | 1,465 | $229.6K | — | +9.2% |
| 1280 | PFW Advisors#1280 · 1,465 sh | 1,465 | $229.6K | — | +0.5% |
| 1281 | Fiduciary Wealth Partners#1281 · 1,464 sh | 1,464 | $229.4K | 0.13% | 0.0% |
| 1282 | Clarus Group#1282 · 1,461 sh | 1,461 | $229.0K | — | 0.0% |
| 1283 | 71 West Capital Partners#1283 · 1,454 sh | 1,454 | $227.9K | <0.01% | New |
| 1284 | BBR PARTNERS#1284 · 1,450 sh | 1,450 | $227.2K | 0.01% | 0.0% |
| 1285 | Marks Group Wealth Management#1285 · 1,450 sh | 1,450 | $227.2K | 0.02% | -10.4% |
| 1286 | MONARCH CAPITAL MANAGEMENT#1286 · 1,450 sh | 1,450 | $227.2K | — | +3.6% |
| 1287 | HHM Wealth Advisors#1287 · 1,449 sh | 1,449 | $227.1K | 0.02% | 0.0% |
| 1288 | PROFESSIONAL ADVISORY SERVICES#1288 · 1,450 sh | 1,450 | $227.0K | — | 0.0% |
| 1289 | Hardy Reed#1289 · 1,440 sh | 1,440 | $225.7K | 0.01% | -2.4% |
| 1290 | Meeder Advisory Services#1290 · 1,428 sh | 1,428 | $223.8K | <0.01% | +1.6% |
| 1291 | TWIN PEAKS WEALTH ADVISORS#1291 · 1,427 sh | 1,427 | $223.6K | 0.05% | +14.8% |
| 1292 | Ledyard National Bank#1292 · 1,423 sh | 1,423 | $223.0K | — | +0.4% |
| 1293 | Bluebird Wealth Management#1293 · 1,423 sh | 1,423 | $223.0K | 0.19% | +6.6% |
| 1294 | Gryphon Financial Partners#1294 · 1,421 sh | 1,421 | $222.7K | 0.02% | New |
| 1295 | Continuum Advisory#1295 · 1,421 sh | 1,421 | $222.7K | 0.02% | New |
| 1296 | Sentinus#1296 · 1,412 sh | 1,412 | $221.2K | 0.02% | New |
| 1297 | Carter Financial Group#1297 · 1,406 sh | 1,406 | $220.4K | — | -46.9% |
| 1298 | FOUNDERS GROVE WEALTH PARTNERS#1298 · 1,406 sh | 1,406 | $220.3K | — | -4.4% |
| 1299 | LYELL WEALTH MANAGEMENT#1299 · 1,405 sh | 1,405 | $220.2K | 0.01% | 0.0% |
| 1300 | Goepper Burkhardt#1300 · 1,400 sh | 1,400 | $219.4K | 0.07% | -20.0% |
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.