NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | EAGLE GLOBAL ADVISORS#1301 · 1,395 sh | 1,395 | $218.6K | <0.01% | 0.0% |
| 1302 | Royal Capital Wealth Management#1302 · 1,394 sh | 1,394 | $218.5K | 0.12% | 0.0% |
| 1303 | NISA INVESTMENT ADVISORS#1303 · 1,394 sh | 1,394 | $218.5K | — | +3.0% |
| 1304 | FIRST NATIONAL#1304 · 1,393 sh | 1,393 | $218.3K | <0.01% | New |
| 1305 | Colonial Advisors#1305 · 1,390 sh | 1,390 | $217.9K | 0.02% | -3.2% |
| 1306 | LODESTAR PRIVATE ASSET MANAGEMENT#1306 · 1,390 sh | 1,390 | $217.8K | — | 0.0% |
| 1307 | Facet Wealth#1307 · 1,384 sh | 1,384 | $216.9K | <0.01% | New |
| 1308 | Fidelis Capital Partners#1308 · 1,383 sh | 1,383 | $216.7K | 0.01% | -0.9% |
| 1309 | O'ROURKE & COMPANY#1309 · 1,378 sh | 1,378 | $216.0K | 0.08% | 0.0% |
| 1310 | O'Keefe Stevens Advisory#1310 · 1,373 sh | 1,373 | $215.2K | — | 0.0% |
| 1311 | BOWEN HANES#1311 · 1,400 sh | 1,400 | $213.8K | <0.01% | 0.0% |
| 1312 | Cascades Capital Asset Management#1312 · 1,362 sh | 1,362 | $213.5K | 0.08% | -4.4% |
| 1313 | TrustBank#1313 · 1,362 sh | 1,362 | $213.5K | — | 0.0% |
| 1314 | Family Management#1314 · 1,359 sh | 1,359 | $213.0K | 0.02% | -9.0% |
| 1315 | SeaCrest Wealth Management#1315 · 1,357 sh | 1,357 | $212.7K | — | New |
| 1316 | Retirement Planning of New England#1316 · 1,356 sh | 1,356 | $212.5K | — | 0.0% |
| 1317 | TIAA Wealth Investment Management#1317 · 1,354 sh | 1,354 | $212.2K | <0.01% | +15.1% |
| 1318 | MUIRFIELD WEALTH ADVISORS#1318 · 1,353 sh | 1,353 | $212.1K | 0.14% | -1.3% |
| 1319 | GHP Investment Advisors#1319 · 1,343 sh | 1,343 | $210.5K | — | 0.0% |
| 1320 | Warren Street Wealth Advisors#1320 · 1,340 sh | 1,340 | $210.0K | 0.05% | +0.5% |
| 1321 | Owl Creek Wealth Partners#1321 · 1,335 sh | 1,335 | $209.2K | — | -11.9% |
| 1322 | KPP Advisory Services#1322 · 1,331 sh | 1,331 | $208.6K | — | 0.0% |
| 1323 | Symphony Financial, Ltd.#1323 · 1,325 sh | 1,325 | $208.6K | — | New |
| 1324 | Urban Wealth Management#1324 · 1,329 sh | 1,329 | $208.3K | — | 0.0% |
| 1325 | ACTION POINT FINANCIAL PLANNING#1325 · 1,331 sh | 1,331 | $208.0K | 0.02% | New |
| 1326 | Octavia Wealth Advisors#1326 · 1,326 sh | 1,326 | $207.8K | 0.02% | New |
| 1327 | Everhart Financial Group#1327 · 1,326 sh | 1,326 | $207.8K | — | +0.4% |
| 1328 | PlanVest Financial#1328 · 1,326 sh | 1,326 | $207.8K | 0.14% | 0.0% |
| 1329 | Scientech Research#1329 · 1,315 sh | 1,315 | $206.1K | 0.17% | New |
| 1330 | SFMG#1330 · 1,314 sh | 1,314 | $205.9K | 0.01% | New |
| 1331 | Private Wealth Partners#1331 · 1,312 sh | 1,312 | $205.6K | — | 0.0% |
| 1332 | Spectrum Planning & Advisory Services#1332 · 1,311 sh | 1,311 | $205.5K | 0.09% | New |
| 1333 | Prestige Wealth Management Group#1333 · 1,305 sh | 1,305 | $204.5K | 0.04% | 0.0% |
| 1334 | Inlet Private Wealth#1334 · 1,304 sh | 1,304 | $204.4K | — | New |
| 1335 | Dunhill Financial#1335 · 1,303 sh | 1,303 | $204.3K | 0.04% | +31.9% |
| 1336 | Headland Capital#1336 · 1,302 sh | 1,302 | $204.0K | 0.05% | New |
| 1337 | CAMBIAR INVESTORS#1337 · 1,301 sh | 1,301 | $203.9K | <0.01% | -8.8% |
| 1338 | Westover Capital Advisors#1338 · 1,300 sh | 1,300 | $203.7K | — | New |
| 1339 | Aviance Capital Partners#1339 · 1,297 sh | 1,297 | $203.3K | 0.02% | New |
| 1340 | American Investment Advisors#1340 · 1,292 sh | 1,292 | $202.5K | 0.10% | -3.9% |
| 1341 | HOGE FINANCIAL SERVICES#1341 · 1,291 sh | 1,291 | $202.4K | 0.10% | New |
| 1342 | CDKV#1342 · 1,291 sh | 1,291 | $202.3K | 0.16% | 0.0% |
| 1343 | Spectrum Advisors#1343 · 1,288 sh | 1,288 | $201.9K | 0.14% | New |
| 1344 | Madison Wealth Partners#1344 · 1,281 sh | 1,281 | $200.8K | 0.03% | New |
| 1345 | Tanager Wealth Management LLP#1345 · 1,281 sh | 1,281 | $200.8K | — | New |
| 1346 | Atwater Malick#1346 · 1,278 sh | 1,278 | $200.3K | — | New |
| 1347 | SOUTHERN MICHIGAN BANK &#1347 · 1,267 sh | 1,267 | $198.6K | — | 0.0% |
| 1348 | Concord Wealth Partners#1348 · 1,264 sh | 1,264 | $198.1K | 0.02% | New |
| 1349 | MONETARY MANAGEMENT GROUP#1349 · 1,259 sh | 1,259 | $197.3K | 0.04% | 0.0% |
| 1350 | Hills Bank#1350 · 1,252 sh | 1,252 | $196.2K | <0.01% | -11.3% |
| 1351 | ATLAS CAPITAL ADVISORS#1351 · 1,181 sh | 1,181 | $185.1K | 0.02% | -72.1% |
| 1352 | MCF Advisors#1352 · 1,157 sh | 1,157 | $181.3K | <0.01% | 0.0% |
| 1353 | SHP Wealth Management#1353 · 1,144 sh | 1,144 | $179.3K | 0.01% | -4.7% |
| 1354 | Strategic Wealth Partners, Ltd.#1354 · 1,133 sh | 1,133 | $177.5K | 0.01% | -9.9% |
| 1355 | SBI Securities , Ltd.#1355 · 1,101 sh | 1,101 | $172.5K | — | -6.8% |
| 1356 | FOSTER DYKEMA CABOT & PARTNERS#1356 · 1,094 sh | 1,094 | $171.5K | 0.01% | 0.0% |
| 1357 | Mitsubishi UFJ Asset Management , Ltd.#1357 · 1,088 sh | 1,088 | $170.5K | <0.01% | -18.4% |
| 1358 | Piscataqua Savings Bank#1358 · 1,079 sh | 1,079 | $169.1K | — | -24.5% |
| 1359 | McMillan Office#1359 · 1,068 sh | 1,068 | $167.4K | 0.02% | 0.0% |
| 1360 | Barnes Dennig Private Wealth Management#1360 · 1,060 sh | 1,060 | $166.1K | 0.13% | -2.4% |
| 1361 | WPG Advisers#1361 · 1,053 sh | 1,053 | $165.0K | — | +16.6% |
| 1362 | Corient IA#1362 · 1,030 sh | 1,030 | $161.4K | 0.15% | -66.0% |
| 1363 | Salomon & Ludwin#1363 · 1,040 sh | 1,040 | $160.3K | 0.01% | +29.0% |
| 1364 | Glen Eagle Advisors#1364 · 1,001 sh | 1,001 | $156.9K | 0.02% | 0.0% |
| 1365 | Cornerstone Financial Management#1365 · 980 sh | 980 | $153.6K | 0.12% | +12.0% |
| 1366 | Twin Tree Management#1366 · 974 sh | 974 | $152.6K | <0.01% | +23.8% |
| 1367 | Allied Private Wealth#1367 · 947 sh | 947 | $146.9K | 0.09% | — |
| 1368 | Citizens National Bank Department#1368 · 925 sh | 925 | $145.0K | 0.02% | 0.0% |
| 1369 | Colonial / SC#1369 · 903 sh | 903 | $141.6K | 0.02% | -46.0% |
| 1370 | Smithfield#1370 · 892 sh | 892 | $139.0K | <0.01% | 0.0% |
| 1371 | Tacita Capital#1371 · 885 sh | 885 | $138.7K | 0.08% | -26.2% |
| 1372 | EVERMAY WEALTH MANAGEMENT#1372 · 884 sh | 884 | $138.5K | 0.01% | +41.2% |
| 1373 | TOMPKINS FINANCIAL#1373 · 884 sh | 884 | $138.5K | — | +6.4% |
| 1374 | City State Bank#1374 · 856 sh | 856 | $134.2K | — | 0.0% |
| 1375 | CX Institutional#1375 · 844 sh | 844 | $132.0K | — | -79.9% |
| 1376 | CGC Financial Services#1376 · 816 sh | 816 | $127.9K | — | -6.4% |
| 1377 | Tripletail Wealth Management#1377 · 790 sh | 790 | $126.3K | 0.15% | +33.9% |
| 1378 | EDMOND DE ROTHSCHILD HOLDING S.A.#1378 · 800 sh | 800 | $125.4K | <0.01% | 0.0% |
| 1379 | State of Wyoming#1379 · 792 sh | 792 | $124.1K | 0.01% | -15.9% |
| 1380 | Crews Bank#1380 · 786 sh | 786 | $123.2K | 0.02% | 0.0% |
| 1381 | ABOUND FINANCIAL#1381 · 771 sh | 771 | $120.8K | 0.05% | -2.0% |
| 1382 | KELLEHER FINANCIAL ADVISORS#1382 · 767 sh | 767 | $120.2K | 0.02% | +31.3% |
| 1383 | Triumph Capital Management#1383 · 752 sh | 752 | $117.9K | — | +1.3% |
| 1384 | Cape Investment Advisory#1384 · 747 sh | 747 | $117.1K | — | New |
| 1385 | TrueNorth#1385 · 743 sh | 743 | $116.4K | <0.01% | +5.1% |
| 1386 | BFSG#1386 · 739 sh | 739 | $115.8K | 0.01% | +5.6% |
| 1387 | Washington Advisors#1387 · 736 sh | 736 | $115.3K | — | -0.1% |
| 1388 | Golden State Wealth Management#1388 · 733 sh | 733 | $114.9K | 0.01% | +2.2% |
| 1389 | High Note Wealth#1389 · 721 sh | 721 | $113.0K | 0.02% | -26.0% |
| 1390 | LOM Asset Management Ltd#1390 · 720 sh | 720 | $112.8K | 0.03% | +51.6% |
| 1391 | 10Elms LLP#1391 · 700 sh | 700 | $109.7K | 0.05% | 0.0% |
| 1392 | Evelyn Partners Group Ltd#1392 · 700 sh | 700 | $109.7K | <0.01% | — |
| 1393 | MeadowBrook Investment Advisors#1393 · 700 sh | 700 | $109.6K | 0.09% | 0.0% |
| 1394 | WealthCollab#1394 · 692 sh | 692 | $108.5K | 0.04% | 0.0% |
| 1395 | Advisors Preferred#1395 · 664 sh | 664 | $106.2K | 0.02% | -74.9% |
| 1396 | MTM Investment Management#1396 · 662 sh | 662 | $103.8K | 0.03% | 0.0% |
| 1397 | Bullock Wealth Management Group#1397 · 673 sh | 673 | $103.7K | — | -2.9% |
| 1398 | Community Financial Services Group#1398 · 663 sh | 663 | $102.2K | — | -71.1% |
| 1399 | Murphy & Mullick Capital Management#1399 · 650 sh | 650 | $101.9K | 0.06% | 0.0% |
| 1400 | EFG International AG#1400 · 648 sh | 648 | $101.6K | <0.01% | +0.2% |
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.