NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. 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 101–200 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Martin Investment Management#101 · 157,179 sh | 157,179 | $24.6M | 8.22% | -3.1% |
| 102 | OAK ASSOCIATES LTD#102 · 155,362 sh | 155,362 | $24.3M | 1.36% | -0.6% |
| 103 | Pathstone#103 · 153,797 sh | 153,797 | $24.1M | 0.07% | +12.3% |
| 104 | LMR Partners LLP#104 · 153,726 sh | 153,726 | $24.1M | 0.09% | +256.6% |
| 105 | Foresight Global Investors#105 · 153,693 sh | 153,693 | $24.1M | 14.60% | -10.7% |
| 106 | GRANDFIELD & DODD#106 · 153,436 sh | 153,436 | $24.0M | 1.26% | -2.2% |
| 107 | Capital Wealth Planning#107 · 151,974 sh | 151,974 | $23.8M | 0.12% | +21.2% |
| 108 | Fiera Capital#108 · 149,665 sh | 149,665 | $23.5M | 0.09% | +7.6% |
| 109 | COMMONWEALTH EQUITY SERVICES#109 · 148,691 sh | 148,691 | $23.3M | 0.03% | -5.1% |
| 110 | Savant Capital#110 · 150,968 sh | 150,968 | $23.2M | 0.07% | +578.6% |
| 111 | WILEY BROS.-AINTREE CAPITAL#111 · 147,424 sh | 147,424 | $23.1M | 0.09% | +3.2% |
| 112 | Invesco Ltd.#112 · 147,054 sh | 147,054 | $23.0M | <0.01% | +29.7% |
| 113 | Douglas Lane & Associates#113 · 140,152 sh | 140,152 | $22.0M | — | -3.4% |
| 114 | Neuberger Berman Group#114 · 136,197 sh | 136,197 | $21.3M | 0.01% | -3.1% |
| 115 | WEALTH ENHANCEMENT ADVISORY SERVICES#115 · 150,656 sh | 150,656 | $21.2M | — | +1.9% |
| 116 | INGALLS & SNYDER#116 · 134,587 sh | 134,587 | $21.1M | 0.58% | -1.0% |
| 117 | ProVise Management Group#117 · 134,100 sh | 134,100 | $21.0M | 1.41% | -5.0% |
| 118 | Coleford Investment Management Ltd.#118 · 133,970 sh | 133,970 | $21.0M | 4.58% | -1.2% |
| 119 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#119 · 126,866 sh | 126,866 | $19.9M | <0.01% | 0.0% |
| 120 | Vanguard Personalized Indexing Management#120 · 126,054 sh | 126,054 | $19.8M | 0.16% | +4.5% |
| 121 | BLAIR WILLIAM#121 · 125,266 sh | 125,266 | $19.6M | 0.05% | -0.9% |
| 122 | Nuveen#122 · 124,459 sh | 124,459 | $19.5M | <0.01% | New |
| 123 | GW HENSSLER & ASSOCIATES LTD#123 · 123,971 sh | 123,971 | $19.4M | — | -1.2% |
| 124 | Rockefeller Capital Management L.P.#124 · 123,788 sh | 123,788 | $19.4M | 0.03% | +4.6% |
| 125 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#125 · 116,598 sh | 116,598 | $18.3M | <0.01% | +7.4% |
| 126 | RMB Capital Management#126 · 114,209 sh | 114,209 | $17.9M | 0.28% | +151.3% |
| 127 | WILKINS INVESTMENT COUNSEL#127 · 111,067 sh | 111,067 | $17.4M | 2.35% | -1.4% |
| 128 | Ethic#128 · 108,784 sh | 108,784 | $17.0M | 0.21% | +5.1% |
| 129 | Callan Family Office#129 · 107,922 sh | 107,922 | $16.9M | 0.33% | +0.9% |
| 130 | Point72 Asset Management, L.P.#130 · 106,157 sh | 106,157 | $16.6M | 0.02% | -62.6% |
| 131 | RITHOLTZ WEALTH MANAGEMENT#131 · 105,819 sh | 105,819 | $16.6M | 0.25% | +1.6% |
| 132 | BANK OF MONTREAL#132 · 104,932 sh | 104,932 | $16.4M | <0.01% | -59.5% |
| 133 | Cresset Asset Management#133 · 104,792 sh | 104,792 | $16.4M | 0.06% | -2.5% |
| 134 | First Fiduciary Investment Counsel#134 · 99,224 sh | 99,224 | $15.6M | 2.94% | +0.4% |
| 135 | NOMURA#135 · 94,009 sh | 94,009 | $14.7M | 0.02% | -5.1% |
| 136 | American Assets Investment Management#136 · 93,610 sh | 93,610 | $14.7M | 0.89% | 0.0% |
| 137 | Allworth Financial#137 · 92,390 sh | 92,390 | $14.5M | 0.06% | -4.2% |
| 138 | Toroso Investments#138 · 91,944 sh | 91,944 | $14.4M | 0.02% | -52.4% |
| 139 | Boston Common Asset Management#139 · 91,740 sh | 91,740 | $14.4M | — | -15.1% |
| 140 | UNITED CAPITAL FINANCIAL ADVISORS#140 · 89,770 sh | 89,770 | $14.1M | 0.08% | -2.5% |
| 141 | HRT FINANCIAL#141 · 89,587 sh | 89,587 | $14.0M | 0.04% | +260.0% |
| 142 | Sanctuary Advisors#142 · 89,153 sh | 89,153 | $14.0M | 0.06% | -1.3% |
| 143 | GLENVIEW CAPITAL MANAGEMENT#143 · 86,909 sh | 86,909 | $13.6M | 0.25% | New |
| 144 | CIBC WORLD MARKET#144 · 86,061 sh | 86,061 | $13.5M | 0.02% | +2.1% |
| 145 | TD Waterhouse Canada#145 · 86,457 sh | 86,457 | $13.3M | — | +15.8% |
| 146 | Beacon Pointe Advisors#146 · 84,234 sh | 84,234 | $13.2M | 0.06% | -0.3% |
| 147 | BAHL & GAYNOR#147 · 83,396 sh | 83,396 | $13.1M | 0.06% | -2.7% |
| 148 | BARTLETT & WEALTH MANAGEMENT#148 · 83,188 sh | 83,188 | $13.0M | 0.16% | -0.1% |
| 149 | Matthew Goff Investment Advisor#149 · 82,971 sh | 82,971 | $13.0M | — | -1.9% |
| 150 | OSTERWEIS CAPITAL MANAGEMENT#150 · 82,396 sh | 82,396 | $12.9M | 0.61% | -1.7% |
| 151 | Vestmark Advisory Solutions#151 · 81,258 sh | 81,258 | $12.7M | 0.12% | +2.1% |
| 152 | Eldred Rock Partners#152 · 80,627 sh | 80,627 | $12.6M | — | -0.2% |
| 153 | INVESTMENT HOUSE#153 · 80,147 sh | 80,147 | $12.6M | — | -2.0% |
| 154 | TOCQUEVILLE ASSET MANAGEMENT L.P.#154 · 79,360 sh | 79,360 | $12.4M | 0.16% | -13.6% |
| 155 | Allspring Global Investments#155 · 80,613 sh | 80,613 | $12.4M | 0.02% | -21.4% |
| 156 | NewEdge Advisors#156 · 76,213 sh | 76,213 | $11.9M | 0.04% | New |
| 157 | GABELLI FUNDS#157 · 75,500 sh | 75,500 | $11.8M | 0.08% | 0.0% |
| 158 | Cohen Capital Management#158 · 74,849 sh | 74,849 | $11.7M | — | -2.6% |
| 159 | MANNING & NAPIER ADVISORS#159 · 73,973 sh | 73,973 | $11.7M | 0.15% | -12.9% |
| 160 | ZEVIN ASSET MANAGEMENT#160 · 74,291 sh | 74,291 | $11.6M | 1.63% | -6.1% |
| 161 | LOGAN CAPITAL MANAGEMENT#161 · 73,584 sh | 73,584 | $11.5M | 0.43% | New |
| 162 | Altrius Capital Management#162 · 72,584 sh | 72,584 | $11.4M | 2.16% | +2.8% |
| 163 | Live Oak Private Wealth#163 · 72,426 sh | 72,426 | $11.4M | 1.42% | -3.9% |
| 164 | KEYBANK NATIONAL ASSOCIATION#164 · 71,724 sh | 71,724 | $11.2M | 0.04% | +12.6% |
| 165 | HUNTINGTON NATIONAL BANK#165 · 71,723 sh | 71,723 | $11.2M | 0.05% | +76.3% |
| 166 | Reynders McVeigh Capital Management#166 · 71,575 sh | 71,575 | $11.2M | 0.50% | -2.5% |
| 167 | Tweedy, Browne#167 · 71,125 sh | 71,125 | $11.1M | 0.84% | -0.3% |
| 168 | SALEM INVESTMENT COUNSELORS#168 · 71,102 sh | 71,102 | $11.1M | — | +3.5% |
| 169 | CAMDEN NATIONAL BANK#169 · 70,745 sh | 70,745 | $11.1M | 1.44% | +0.8% |
| 170 | Mengis Capital Management#170 · 70,348 sh | 70,348 | $11.0M | — | -0.4% |
| 171 | TOWER BRIDGE ADVISORS#171 · 69,416 sh | 69,416 | $10.9M | 0.98% | -3.0% |
| 172 | HANTZ FINANCIAL SERVICES#172 · 68,779 sh | 68,779 | $10.8M | 0.15% | +3.7% |
| 173 | Baird Financial Group#173 · 68,487 sh | 68,487 | $10.7M | 0.01% | +1.9% |
| 174 | Laird Norton Wetherby Company#174 · 67,193 sh | 67,193 | $10.5M | 0.20% | -3.2% |
| 175 | SALT Holding#175 · 66,844 sh | 66,844 | $10.5M | 5.55% | 0.0% |
| 176 | Dixon Mitchell Investment Counsel#176 · 66,500 sh | 66,500 | $10.4M | 0.34% | New |
| 177 | SCOTIA CAPITAL#177 · 66,091 sh | 66,091 | $10.4M | 0.04% | -8.9% |
| 178 | BESSEMER GROUP#178 · 64,977 sh | 64,977 | $10.2M | 0.01% | +10.0% |
| 179 | Empowered Funds#179 · 64,224 sh | 64,224 | $10.1M | 0.05% | -6.7% |
| 180 | Franklin, Parlapiano, Turner & Welch#180 · 63,414 sh | 63,414 | $9.9M | 2.25% | -2.6% |
| 181 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#181 · 62,887 sh | 62,887 | $9.9M | <0.01% | +0.6% |
| 182 | QUADRANT CAPITAL GROUP#182 · 61,000 sh | 61,000 | $9.6M | — | -50.0% |
| 183 | Atria Investments#183 · 60,245 sh | 60,245 | $9.4M | — | -3.5% |
| 184 | CLIFFORD SWAN INVESTMENT COUNSEL#184 · 60,118 sh | 60,118 | $9.4M | 0.30% | -17.1% |
| 185 | Cambridge Investment Research Advisors#185 · 59,271 sh | 59,271 | $9.3M | 0.02% | +8.2% |
| 186 | GLENMEDE NA#186 · 59,156 sh | 59,156 | $9.3M | 0.04% | -6.2% |
| 187 | Orion Porfolio Solutions#187 · 58,960 sh | 58,960 | $9.2M | 0.07% | +3.6% |
| 188 | WELCH & FORBES#188 · 57,984 sh | 57,984 | $9.1M | 0.11% | +0.6% |
| 189 | Advisors Capital Management#189 · 57,958 sh | 57,958 | $9.1M | 0.10% | +4.9% |
| 190 | FEDERATED HERMES#190 · 56,351 sh | 56,351 | $8.8M | 0.01% | -0.1% |
| 191 | PINNACLE ASSOCIATES LTD#191 · 55,762 sh | 55,762 | $8.7M | — | -0.4% |
| 192 | CULLEN INVESTMENT GROUP, LTD.#192 · 55,534 sh | 55,534 | $8.7M | — | +10.4% |
| 193 | Russell Investments Group, Ltd.#193 · 55,033 sh | 55,033 | $8.6M | <0.01% | -51.4% |
| 194 | DEUTSCHE BANK AG\#194 · 54,336 sh | 54,336 | $8.5M | <0.01% | +4.0% |
| 195 | Boston Partners#195 · 53,689 sh | 53,689 | $8.4M | <0.01% | -2.7% |
| 196 | Edgemoor Investment Advisors#196 · 52,824 sh | 52,824 | $8.3M | 0.56% | -51.4% |
| 197 | Narwhal Capital Management#197 · 52,702 sh | 52,702 | $8.3M | 0.57% | +0.1% |
| 198 | STATE STREET#198 · 50,661 sh | 50,661 | $8.0M | <0.01% | -96.3% |
| 199 | 1832 Asset Management L.P.#199 · 51,084 sh | 51,084 | $8.0M | <0.01% | -10.3% |
| 200 | SIGNATUREFD#200 · 51,066 sh | 51,066 | $8.0M | — | +6.3% |
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.