NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Lodestone Wealth Management#1401 · 641 sh | 641 | $100.5K | — | 0.0% |
| 1402 | ADKINS SEALE CAPITAL MANAGEMENT#1402 · 641 sh | 641 | $100.5K | 0.09% | 0.0% |
| 1403 | Provenance Wealth Advisors#1403 · 637 sh | 637 | $99.8K | <0.01% | +27.4% |
| 1404 | FIRST FINANCIAL#1404 · 599 sh | 599 | $93.9K | — | 0.0% |
| 1405 | Addison Advisors#1405 · 597 sh | 597 | $93.6K | 0.04% | -80.9% |
| 1406 | AMERIFLEX GROUP#1406 · 586 sh | 586 | $91.8K | 0.04% | +3.4% |
| 1407 | GW&K Investment Management#1407 · 581 sh | 581 | $91.0K | <0.01% | -0.3% |
| 1408 | TFC Financial Management#1408 · 576 sh | 576 | $90.3K | — | +255.6% |
| 1409 | Financial Management Professionals#1409 · 562 sh | 562 | $88.1K | — | +2.6% |
| 1410 | Limestone Investment Advisors#1410 · 562 sh | 562 | $88.1K | <0.01% | New |
| 1411 | Trust Co#1411 · 558 sh | 558 | $87.5K | — | +21.6% |
| 1412 | DUNCKER STREETT#1412 · 552 sh | 552 | $86.5K | 0.01% | 0.0% |
| 1413 | Clearstead#1413 · 550 sh | 550 | $86.2K | 0.01% | 0.0% |
| 1414 | Costello Asset Management#1414 · 538 sh | 538 | $84.3K | 0.03% | 0.0% |
| 1415 | Richardson Capital Management#1415 · 535 sh | 535 | $83.8K | — | 0.0% |
| 1416 | Parvin Asset Management#1416 · 525 sh | 525 | $82.3K | 0.06% | 0.0% |
| 1417 | Purpose Unlimited#1417 · 519 sh | 519 | $81.6K | <0.01% | -2.6% |
| 1418 | Marshall & Sterling Wealth Advisors#1418 · 518 sh | 518 | $81.1K | 0.05% | +0.6% |
| 1419 | Hickory Point Bank#1419 · 516 sh | 516 | $80.9K | — | 0.0% |
| 1420 | FINANCIAL CONSULATE#1420 · 515 sh | 515 | $80.7K | — | +6.8% |
| 1421 | Orion Capital Management#1421 · 500 sh | 500 | $78.4K | 0.02% | 0.0% |
| 1422 | Centennial Bank#1422 · 500 sh | 500 | $78.4K | 0.03% | 0.0% |
| 1423 | First PREMIER Bank#1423 · 500 sh | 500 | $78.0K | — | 0.0% |
| 1424 | Cornerstone Planning Group#1424 · 501 sh | 501 | $76.7K | — | -0.2% |
| 1425 | Beacon Financial Strategies#1425 · 489 sh | 489 | $76.6K | — | 0.0% |
| 1426 | True Wealth Design#1426 · 485 sh | 485 | $76.0K | — | -26.7% |
| 1427 | Westside Investment Management#1427 · 484 sh | 484 | $75.9K | 0.01% | 0.0% |
| 1428 | Silver Grove Financial Group#1428 · 474 sh | 474 | $74.3K | 0.04% | New |
| 1429 | AdvisorNet Financial#1429 · 469 sh | 469 | $73.5K | — | +73.1% |
| 1430 | Ares Financial Consulting#1430 · 457 sh | 457 | $71.6K | — | -16.5% |
| 1431 | Union Bancaire Privee, UBP SA#1431 · 600 sh | 600 | $71.4K | <0.01% | 0.0% |
| 1432 | PIN OAK INVESTMENT ADVISORS#1432 · 462 sh | 462 | $71.0K | 0.05% | 0.0% |
| 1433 | VALLEY WEALTH MANAGERS#1433 · 453 sh | 453 | $71.0K | — | 0.0% |
| 1434 | United Financial Planning Group#1434 · 450 sh | 450 | $70.5K | 0.04% | New |
| 1435 | CREATIVE FINANCIAL DESIGNS#1435 · 446 sh | 446 | $70.0K | <0.01% | -11.3% |
| 1436 | Harbor Asset Planning#1436 · 441 sh | 441 | $69.1K | — | 0.0% |
| 1437 | Accent Capital Management#1437 · 438 sh | 438 | $68.6K | 0.03% | -87.4% |
| 1438 | Heritage Wealth Advisors#1438 · 436 sh | 436 | $68.3K | <0.01% | 0.0% |
| 1439 | SOA Wealth Advisors#1439 · 14,750 sh | 14,750 | $66.8K | 0.01% | +4316.2% |
| 1440 | ENTRUST FINANCIAL#1440 · 418 sh | 418 | $65.5K | 0.04% | 0.0% |
| 1441 | Bogart Wealth#1441 · 406 sh | 406 | $63.6K | <0.01% | +3.6% |
| 1442 | Timbuktu Capital Management#1442 · 400 sh | 400 | $62.7K | 0.09% | — |
| 1443 | Fourth Dimension Wealth#1443 · 400 sh | 400 | $62.7K | 0.02% | 0.0% |
| 1444 | Wealth Enhancement Services#1444 · 381 sh | 381 | $59.7K | — | -43.9% |
| 1445 | BROADWATER CAPITAL MANAGEMENT#1445 · 370 sh | 370 | $58.0K | 0.04% | 0.0% |
| 1446 | Vermillion Wealth Management#1446 · 365 sh | 365 | $57.2K | — | 0.0% |
| 1447 | Midway Capital Research & Management#1447 · 363 sh | 363 | $56.9K | — | 0.0% |
| 1448 | First Bancorp#1448 · 362 sh | 362 | $56.7K | — | New |
| 1449 | Aventura Private Wealth#1449 · 359 sh | 359 | $56.3K | 0.02% | +10.8% |
| 1450 | Quaker Wealth Management#1450 · 352 sh | 352 | $55.2K | — | 0.0% |
| 1451 | Markowski Investments#1451 · 339 sh | 339 | $53.2K | 0.01% | — |
| 1452 | COUNTRY BANK#1452 · 339 sh | 339 | $53.1K | <0.01% | -0.9% |
| 1453 | Dynamic Wealth Strategies#1453 · 338 sh | 338 | $53.0K | — | 0.0% |
| 1454 | Financial Network Wealth Advisors#1454 · 334 sh | 334 | $52.3K | 0.05% | +28.5% |
| 1455 | Strategic Wealth Advisors#1455 · 382 sh | 382 | $52.0K | 0.04% | 0.0% |
| 1456 | Golden State Equity Partners#1456 · 330 sh | 330 | $51.7K | 0.14% | -88.0% |
| 1457 | Cassaday & Wealth Management#1457 · 322 sh | 322 | $50.4K | — | -20.7% |
| 1458 | Essential Partners#1458 · 320 sh | 320 | $50.1K | — | -14.4% |
| 1459 | RAFFA WEALTH MANAGEMENT#1459 · 319 sh | 319 | $50.0K | <0.01% | +6.7% |
| 1460 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1460 · 318 sh | 318 | $49.8K | <0.01% | 0.0% |
| 1461 | Wellington Grp#1461 · 309 sh | 309 | $47.2K | 0.01% | 0.0% |
| 1462 | Solstein Capital#1462 · 300 sh | 300 | $47.0K | 0.02% | 0.0% |
| 1463 | Alpine Bank Wealth Management#1463 · 300 sh | 300 | $47.0K | — | New |
| 1464 | SOUTH PLAINS FINANCIAL#1464 · 296 sh | 296 | $46.4K | 0.02% | 0.0% |
| 1465 | Legacy Bridge#1465 · 292 sh | 292 | $45.8K | 0.01% | 0.0% |
| 1466 | Bullseye Investment Management#1466 · 292 sh | 292 | $45.8K | 0.01% | +100.0% |
| 1467 | VSM Wealth Advisory#1467 · 292 sh | 292 | $45.8K | 0.01% | 0.0% |
| 1468 | Arlington#1468 · 288 sh | 288 | $45.1K | — | 0.0% |
| 1469 | ALBION FINANCIAL GROUP#1469 · 281 sh | 281 | $44.0K | — | 0.0% |
| 1470 | ALERUS FINANCIAL NA#1470 · 281 sh | 281 | $44.0K | <0.01% | 0.0% |
| 1471 | Lavaca Capital#1471 · 278 sh | 278 | $43.6K | <0.01% | +133.6% |
| 1472 | Whipplewood Advisors#1472 · 278 sh | 278 | $43.6K | — | -74.4% |
| 1473 | MASECO LLP#1473 · 275 sh | 275 | $43.1K | — | -35.0% |
| 1474 | Medallion Wealth Advisors#1474 · 265 sh | 265 | $41.5K | 0.01% | -18.0% |
| 1475 | Bell Investment Advisors#1475 · 259 sh | 259 | $40.6K | <0.01% | -1.5% |
| 1476 | Measured Wealth Private Client Group#1476 · 259 sh | 259 | $40.6K | <0.01% | 0.0% |
| 1477 | Retirement Wealth Solutions#1477 · 256 sh | 256 | $40.1K | — | 0.0% |
| 1478 | Bank of New Hampshire#1478 · 255 sh | 255 | $40.0K | — | 0.0% |
| 1479 | HIGHLINE WEALTH PARTNERS#1479 · 253 sh | 253 | $39.6K | — | -3.8% |
| 1480 | Nalls Sherbakoff Group#1480 · 250 sh | 250 | $39.2K | 0.03% | 0.0% |
| 1481 | Signature Equity Partners#1481 · 240 sh | 240 | $37.6K | 0.02% | +5.3% |
| 1482 | TSFG#1482 · 233 sh | 233 | $37.0K | — | 0.0% |
| 1483 | N.E.W. Advisory Services#1483 · 235 sh | 235 | $36.8K | <0.01% | +13.5% |
| 1484 | NBH Bank#1484 · 231 sh | 231 | $36.2K | 0.02% | — |
| 1485 | BAYBAN#1485 · 229 sh | 229 | $35.9K | 0.03% | 0.0% |
| 1486 | Pflug Koory#1486 · 225 sh | 225 | $35.3K | — | 0.0% |
| 1487 | Nexus Investment Management ULC#1487 · 220 sh | 220 | $34.5K | — | 0.0% |
| 1488 | WELLINGTON-ALTUS USA#1488 · 221 sh | 221 | $33.8K | 0.02% | 0.0% |
| 1489 | CrossGen Wealth#1489 · 210 sh | 210 | $33.0K | 0.03% | 0.0% |
| 1490 | Center for Financial Planning#1490 · 210 sh | 210 | $32.9K | — | 0.0% |
| 1491 | Kilter Group#1491 · 209 sh | 209 | $32.8K | 0.01% | +1507.7% |
| 1492 | Crewe Advisors#1492 · 206 sh | 206 | $32.3K | <0.01% | 0.0% |
| 1493 | Smallwood Wealth Investment Management#1493 · 200 sh | 200 | $31.3K | 0.01% | 0.0% |
| 1494 | United Community Bank#1494 · 200 sh | 200 | $31.3K | <0.01% | -13.0% |
| 1495 | Frazier Financial Advisors#1495 · 200 sh | 200 | $31.3K | 0.02% | -3.4% |
| 1496 | Burnham#1496 · 200 sh | 200 | $31.3K | 0.03% | — |
| 1497 | BOYD WATTERSON ASSET MANAGEMENT#1497 · 193 sh | 193 | $30.2K | <0.01% | 0.0% |
| 1498 | Silicon Valley Capital Partners#1498 · 192 sh | 192 | $30.0K | <0.01% | +519.4% |
| 1499 | CITY HOLDING#1499 · 190 sh | 190 | $29.8K | — | +40.7% |
| 1500 | Park Place Capital#1500 · 187 sh | 187 | $29.3K | <0.01% | 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.