NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 16)

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 1,501 to 1,600. 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 1,501–1,600 of 1,634

Institutional investors reporting a position in NOVARTIS AG on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Coston, McIsaac & Partners#1501 · 186 sh$29.0K0.0%
BOK Financial Private Wealth#1502 · 183 sh$28.7K+4475.0%
Quintet Private Bank (Europe) S.A.#1503 · 181 sh$28.4K0.0%
THURSTON, SPRINGER, MILLER, HERD & TITAK#1504 · 180 sh$28.2K+10.4%
Asset Dedication#1505 · 177 sh$27.7K-46.0%
FIRST UNITED BANK#1506 · 175 sh$27.4K0.0%
ADIRONDACK#1507 · 173 sh$27.1K-21.4%
OLD POINT & FINANCIAL SERVICES N A#1508 · 166 sh$26.0K+11.4%
Archer Investment#1509 · 166 sh$26.0K0.0%
Fedenia Advisers#1510 · 164 sh$25.7KNew
EVOLUTION WEALTH MANAGEMENT#1511 · 163 sh$25.5K+552.0%
CBIZ Investment Advisory Services#1512 · 167 sh$25.5K0.0%
JPL Wealth Management#1513 · 162 sh$25.5K+2.5%
PROATHLETE WEALTH MANAGEMENT#1514 · 162 sh$25.4K0.0%
Highland Investment Advisors#1515 · 161 sh$25.2K—
Copia Wealth Management#1516 · 160 sh$25.1K0.0%
Westfuller Advisors#1517 · 156 sh$24.4K0.0%
Principia Wealth Advisory#1518 · 154 sh$24.1K+7.7%
Imprint Wealth#1519 · 150 sh$23.5K0.0%
MV CAPITAL MANAGEMENT#1520 · 149 sh$23.4K-8.6%
MJT & Associates Financial Advisory Group#1521 · 148 sh$23.2K0.0%
Canton Hathaway#1522 · 142 sh$22.3K0.0%
E Fund Management (Hong Kong) , Ltd.#1523 · 138 sh$21.6K+53.3%
Pacific Center for Financial Services#1524 · 123 sh$19.3K0.0%
Princeton Global Asset Management#1525 · 123 sh$19.3K0.0%
High Point Wealth Management#1526 · 123 sh$19.2K0.0%
ZRC WEALTH MANAGEMENT#1527 · 120 sh$18.8KNew
WEST PACES ADVISORS#1528 · 120 sh$18.8KNew
Mosley Wealth Management#1529 · 119 sh$18.6K-0.8%
ARMSTRONG ADVISORY GROUP#1530 · 116 sh$18.2K0.0%
Darwin Wealth Management#1531 · 114 sh$18.0K0.0%
Asset Planning#1532 · 107 sh$16.7K0.0%
Cedar Mountain Advisors#1533 · 105 sh$16.5K+22.1%
Abound Wealth Management#1534 · 102 sh$16.0K-1.0%
HAGER INVESTMENT MANAGEMENT SERVICES#1535 · 102 sh$16.0K-20.3%
WEBSTER BANK, N. A.#1536 · 100 sh$15.7K0.0%
Westend Capital Management#1537 · 100 sh$15.7K0.0%
Horrell Capital Management#1538 · 100 sh$15.7K0.0%
West Branch Capital#1539 · 100 sh$15.7K0.0%
Midwest Capital Advisors#1540 · 100 sh$15.7K0.0%
Hamrick Investment Counsel#1541 · 100 sh$15.7K0.0%
3 FACTOR INDEXING#1542 · 100 sh$15.7K0.0%
Strengthening Families & Communities#1543 · 100 sh$15.7K0.0%
FIRST COMMUNITY NA#1544 · 98 sh$15.4K0.0%
Plante Moran Financial Advisors#1545 · 94 sh$14.7K+683.3%
Access Investment Management#1546 · 93 sh$14.6K0.0%
New England Capital Financial Advisors#1547 · 91 sh$14.3K0.0%
FWL INVESTMENT MANAGEMENT#1548 · 90 sh$14.1K-1.1%
Aventus Investment Advisors#1549 · 90 sh$14.1K0.0%
Nova Wealth Management#1550 · 88 sh$13.8K+131.6%
TOUNJIAN ADVISORY PARTNERS#1551 · 87 sh$13.6KNew
Glass Jacobson Investment Advisors#1552 · 83 sh$13.0K0.0%
LifeSteps Financial#1553 · 82 sh$12.9KNew
Strategic Investment Solutions#1554 · 80 sh$12.5K0.0%
Nemes Rush Group#1555 · 80 sh$12.5K0.0%
Beaird Harris Wealth Management#1556 · 78 sh$12.2K0.0%
TORONTO DOMINION BANK#1557 · 75 sh$12.0K0.0%
Ninety One UK Ltd#1558 · 76 sh$11.9K0.0%
HOEY INVESTMENTS#1559 · 76 sh$11.9KNew
Advantage#1560 · 75 sh$11.8KNew
American Capital Advisory#1561 · 75 sh$11.8K-21.9%
Napier Financial#1562 · 74 sh$11.6K0.0%
Prudent Man Investment Management#1563 · 84 sh$11.6K0.0%
Dogwood Wealth Management#1564 · 72 sh$11.3K+44.0%
Caitlin John#1565 · 71 sh$11.1K0.0%
Mascoma Wealth Management#1566 · 67 sh$10.5K0.0%
Robinswood Financial#1567 · 66 sh$10.3K0.0%
Rakuten Securities#1568 · 65 sh$10.2K+38.3%
Boreal Capital Management#1569 · 65 sh$10.2K0.0%
Burk#1570 · 64 sh$10.0K0.0%
Acumen Wealth Advisors#1571 · 63 sh$9.9K0.0%
Gleason Group#1572 · 62 sh$9.7KNew
Buck Wealth Strategies#1573 · 60 sh$9.4KNew
Creative Capital Management Investments#1574 · 59 sh$9.2K0.0%
Jackson, Grant Investment Advisers#1575 · 56 sh$8.8K0.0%
Strive Financial Group#1576 · 55 sh$8.6K0.0%
Fortitude Family Office#1577 · 53 sh$8.3K0.0%
JDM Financial Group#1578 · 51 sh$8.0K0.0%
MARSHALL INVESTMENT MANAGEMENT#1579 · 51 sh$8.0KNew
Indiana & Investment Management#1580 · 50 sh$7.8K0.0%
Blume Capital Management#1581 · 50 sh$7.8KNew
HORIZON FINANCIAL SERVICES#1582 · 49 sh$7.7KNew
Bradley & Private Wealth Management#1583 · 45 sh$7.1K0.0%
Signature Resources Capital Management#1584 · 45 sh$7.1K0.0%
Quent Capital#1585 · 44 sh$6.9K+22.2%
Ankerstar Wealth#1586 · 44 sh$6.9K0.0%
Godfrey Financial Associates#1587 · 41 sh$6.4K-8.9%
Synergy Investment Management#1588 · 40 sh$6.3K+135.3%
MCDONALD PARTNERS#1589 · 40 sh$6.3KNew
MARYLAND CAPITAL ADVISORS#1590 · 39 sh$6.1K—
Horizon Investments#1591 · 39 sh$6.1K-45.8%
Hughes Financial Services#1592 · 39 sh$6.1K0.0%
Main Street Group, LTD#1593 · 36 sh$5.6K0.0%
TD Capital Management#1594 · 33 sh$5.2K0.0%
Johnson Financial Group#1595 · 33 sh$5.2K0.0%
THOMPSON INVESTMENT MANAGEMENT#1596 · 31 sh$4.9K0.0%
Paladin Partners#1597 · 31 sh$4.9K0.0%
MidFirst Bank#1598 · 30 sh$4.7K0.0%
DELTA ASSET MANAGEMENT#1599 · 30 sh$4.7K0.0%
Newbridge Financial Services Group#1600 · 27 sh$4.3K0.0%

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.