NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,634. 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 1,601–1,634 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | VIRTUS ADVISERS#1601 · 25 sh | 25 | $3.9K | <0.01% | +257.1% |
| 1602 | DecisionPoint Financial#1602 · 25 sh | 25 | $3.9K | — | 0.0% |
| 1603 | Kozak & Associates#1603 · 21 sh | 21 | $3.2K | <0.01% | 0.0% |
| 1604 | HOLLENCREST SECURITIES#1604 · 20 sh | 20 | $3.1K | <0.01% | -84.8% |
| 1605 | NVWM#1605 · 20 sh | 20 | $3.1K | — | 0.0% |
| 1606 | Farmers & Merchants of Chambersburg PA#1606 · 22 sh | 22 | $3.0K | — | 0.0% |
| 1607 | Navigoe#1607 · 23 sh | 23 | $3.0K | <0.01% | 0.0% |
| 1608 | Hartford Financial Management#1608 · 19 sh | 19 | $3.0K | — | 0.0% |
| 1609 | GILL CAPITAL PARTNERS#1609 · 18 sh | 18 | $2.8K | — | -80.4% |
| 1610 | Park Square Financial Group#1610 · 17 sh | 17 | $2.7K | 0.02% | -29.2% |
| 1611 | Virginia Estate & Retirement Planning Advisors#1611 · 17 sh | 17 | $2.7K | — | 0.0% |
| 1612 | Corsicana#1612 · 16 sh | 16 | $2.5K | <0.01% | 0.0% |
| 1613 | Lummis Asset Management#1613 · 16 sh | 16 | $2.5K | <0.01% | 0.0% |
| 1614 | Monetary Solutions, Ltd#1614 · 16 sh | 16 | $2.5K | — | New |
| 1615 | Security National Bank#1615 · 15 sh | 15 | $2.4K | — | New |
| 1616 | Advocate Investing Services#1616 · 15 sh | 15 | $2.4K | — | 0.0% |
| 1617 | Halbert, Hargrove/Russell#1617 · 15 sh | 15 | $2.3K | — | New |
| 1618 | Breakwater Investment Management#1618 · 14 sh | 14 | $2.2K | — | New |
| 1619 | Granite FO#1619 · 14 sh | 14 | $2.2K | — | 0.0% |
| 1620 | Keating Financial Advisory Services#1620 · 14 sh | 14 | $2.2K | <0.01% | -68.9% |
| 1621 | Luminist Capital#1621 · 13 sh | 13 | $2.0K | <0.01% | New |
| 1622 | Key Capital Management#1622 · 12 sh | 12 | $1.9K | <0.01% | New |
| 1623 | Downshift Financial#1623 · 12 sh | 12 | $1.9K | — | New |
| 1624 | Winch Advisory Services#1624 · 12 sh | 12 | $1.8K | <0.01% | 0.0% |
| 1625 | Private Wealth Management Group#1625 · 10 sh | 10 | $1.6K | — | 0.0% |
| 1626 | Operose Advisors#1626 · 10 sh | 10 | $1.6K | <0.01% | -85.9% |
| 1627 | Gold Investment Management Ltd.#1627 · 10 sh | 10 | $1.6K | — | 0.0% |
| 1628 | Stone House Investment Management#1628 · 9 sh | 9 | $1.4K | — | -66.7% |
| 1629 | Noble Wealth Management PBC#1629 · 8 sh | 8 | $1.3K | — | New |
| 1630 | Trifecta Capital Advisors#1630 · 3 sh | 3 | $471.00 | — | New |
| 1631 | Tower Research Capital (TRC)#1631 · 2 sh | 2 | $313.00 | 0.00% | New |
| 1632 | Kingdom Financial Group#1632 · 1 sh | 1 | $220.00 | <0.01% | -98.2% |
| 1633 | Euro Pacific Asset Management#1633 · 41,457 sh | 41,457 | — | — | -0.3% |
| 1634 | Quantum Portfolio Management#1634 · 3,206 sh | 3,206 | — | — | +11.4% |
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.