NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | BROWN BROTHERS HARRIMAN#201 · 50,794 sh | 50,794 | $8.0M | 0.03% | -14.4% |
| 202 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#202 · 50,139 sh | 50,139 | $7.9M | 1.98% | +0.3% |
| 203 | FIRST MANHATTAN#203 · 50,123 sh | 50,123 | $7.9M | 0.02% | -0.9% |
| 204 | SPHERA FUNDS MANAGEMENT LTD.#204 · 50,000 sh | 50,000 | $7.8M | 1.02% | +35.1% |
| 205 | Archford Capital Strategies#205 · 49,908 sh | 49,908 | $7.8M | — | -1.4% |
| 206 | Cardinal Capital Management#206 · 49,670 sh | 49,670 | $7.8M | — | 0.0% |
| 207 | SMITHBRIDGE ASSET MANAGEMENT#207 · 49,133 sh | 49,133 | $7.7M | — | +0.7% |
| 208 | PITTENGER & ANDERSON#208 · 49,020 sh | 49,020 | $7.7M | 0.28% | 0.0% |
| 209 | China Universal Asset Management , Ltd.#209 · 49,000 sh | 49,000 | $7.7M | 0.46% | -7.8% |
| 210 | LOCKHEED MARTIN INVESTMENT MANAGEMENT#210 · 48,400 sh | 48,400 | $7.6M | 0.30% | -1.2% |
| 211 | Financial Gravity Companies, (FGCO)#211 · 48,030 sh | 48,030 | $7.5M | 1.22% | — |
| 212 | Naviter Wealth#212 · 47,793 sh | 47,793 | $7.5M | 0.68% | +23.1% |
| 213 | Mount Yale Investment Advisors#213 · 47,580 sh | 47,580 | $7.5M | 0.14% | +0.1% |
| 214 | Glassy Mountain Advisors#214 · 47,531 sh | 47,531 | $7.4M | 2.04% | -6.1% |
| 215 | FIDUCIARY#215 · 47,417 sh | 47,417 | $7.4M | 0.08% | -8.0% |
| 216 | OF VERMONT#216 · 46,466 sh | 46,466 | $7.3M | — | — |
| 217 | EVERGREEN CAPITAL MANAGEMENT#217 · 45,908 sh | 45,908 | $7.2M | — | -3.8% |
| 218 | FACTORY MUTUAL INSURANCE#218 · 45,066 sh | 45,066 | $7.1M | 0.07% | 0.0% |
| 219 | Bleakley Financial Group#219 · 44,930 sh | 44,930 | $7.0M | 0.09% | +1.8% |
| 220 | Triasima Portfolio Management#220 · 44,755 sh | 44,755 | $7.0M | — | -14.7% |
| 221 | Steward Partners Investment Advisory#221 · 44,418 sh | 44,418 | $7.0M | 0.04% | -2.2% |
| 222 | Monte Financial Group#222 · 44,535 sh | 44,535 | $7.0M | 2.23% | +2.6% |
| 223 | Vise Technologies#223 · 44,366 sh | 44,366 | $7.0M | 0.08% | +22.3% |
| 224 | PARK AVENUE SECURITIES#224 · 43,915 sh | 43,915 | $6.9M | — | -10.2% |
| 225 | DAYMARK WEALTH PARTNERS#225 · 43,852 sh | 43,852 | $6.9M | 0.17% | +33.7% |
| 226 | WCG Wealth Advisors#226 · 43,776 sh | 43,776 | $6.9M | 0.16% | +12.4% |
| 227 | Qube Research & Technologies Ltd#227 · 43,740 sh | 43,740 | $6.9M | <0.01% | -74.7% |
| 228 | Rathbones Group PLC#228 · 43,692 sh | 43,692 | $6.8M | 0.03% | -0.3% |
| 229 | World Investment Advisors#229 · 44,423 sh | 44,423 | $6.8M | 0.11% | +0.5% |
| 230 | IEQ CAPITAL#230 · 43,358 sh | 43,358 | $6.8M | 0.03% | -6.9% |
| 231 | MAI Capital Management#231 · 43,150 sh | 43,150 | $6.8M | 0.03% | +12.5% |
| 232 | Vident Advisory#232 · 42,672 sh | 42,672 | $6.7M | 0.05% | +2.0% |
| 233 | Catalyst Capital Advisors#233 · 41,842 sh | 41,842 | $6.6M | 0.11% | -2.3% |
| 234 | DAVENPORT#234 · 40,542 sh | 40,542 | $6.4M | — | -1.8% |
| 235 | Henry James International Management#235 · 40,427 sh | 40,427 | $6.3M | — | +0.1% |
| 236 | HAMEL ASSOCIATES#236 · 40,423 sh | 40,423 | $6.3M | 1.75% | -0.3% |
| 237 | Advisory Services Network#237 · 39,996 sh | 39,996 | $6.3M | 0.07% | +3.4% |
| 238 | Argent#238 · 39,948 sh | 39,948 | $6.3M | 0.18% | +4.3% |
| 239 | First Pacific Financial#239 · 39,871 sh | 39,871 | $6.2M | — | -0.1% |
| 240 | Arkadios Wealth Advisors#240 · 39,601 sh | 39,601 | $6.2M | 0.09% | +9.4% |
| 241 | Caprock Group#241 · 39,351 sh | 39,351 | $6.2M | 0.12% | +0.1% |
| 242 | CARRET ASSET MANAGEMENT#242 · 39,278 sh | 39,278 | $6.2M | 0.54% | -1.1% |
| 243 | CHOREO#243 · 39,193 sh | 39,193 | $6.1M | 0.07% | +1.5% |
| 244 | Sequoia Financial Advisors#244 · 38,971 sh | 38,971 | $6.1M | 0.03% | -9.3% |
| 245 | NATIONAL BANK OF CANADA#245 · 38,779 sh | 38,779 | $6.1M | <0.01% | -19.2% |
| 246 | EP Wealth Advisors#246 · 38,592 sh | 38,592 | $6.0M | 0.02% | +4.0% |
| 247 | Hayek Kallen Investment Management#247 · 37,538 sh | 37,538 | $5.9M | 1.78% | -1.4% |
| 248 | Farther Finance Advisors#248 · 37,340 sh | 37,340 | $5.9M | — | +8.2% |
| 249 | Gradient Investments#249 · 37,294 sh | 37,294 | $5.8M | — | +6.1% |
| 250 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#250 · 37,227 sh | 37,227 | $5.8M | <0.01% | +0.1% |
| 251 | Lido Advisors#251 · 36,804 sh | 36,804 | $5.8M | 0.02% | +6.1% |
| 252 | Entropy Technologies#252 · 36,558 sh | 36,558 | $5.7M | 0.23% | +195.8% |
| 253 | FARMERS & MERCHANTS INVESTMENTS#253 · 36,502 sh | 36,502 | $5.7M | — | -0.4% |
| 254 | Spire Wealth Management#254 · 35,965 sh | 35,965 | $5.6M | 0.17% | -1.6% |
| 255 | RHUMBLINE ADVISERS#255 · 35,943 sh | 35,943 | $5.6M | <0.01% | -0.5% |
| 256 | Timber Creek Capital Management#256 · 35,388 sh | 35,388 | $5.5M | 1.13% | +3.3% |
| 257 | PRICE T ROWE ASSOCIATES#257 · 35,052 sh | 35,052 | $5.5M | <0.01% | -17.6% |
| 258 | Quartz Partners#258 · 34,861 sh | 34,861 | $5.5M | 1.79% | -0.4% |
| 259 | Merit Financial Group#259 · 34,804 sh | 34,804 | $5.5M | 0.03% | +3.3% |
| 260 | DEARBORN PARTNERS#260 · 35,208 sh | 35,208 | $5.4M | 0.29% | 0.0% |
| 261 | GREAT LAKES ADVISORS#261 · 34,195 sh | 34,195 | $5.4M | 0.04% | +5.4% |
| 262 | Greenfield Seitz Capital Management#262 · 33,624 sh | 33,624 | $5.3M | 1.57% | -2.7% |
| 263 | Auto-Owners Insurance#263 · 33,570 sh | 33,570 | $5.3M | — | 0.0% |
| 264 | Providence Capital Advisors#264 · 32,898 sh | 32,898 | $5.2M | 0.78% | -0.2% |
| 265 | WealthTrust Axiom#265 · 32,676 sh | 32,676 | $5.1M | 1.14% | -0.2% |
| 266 | Chesley Taft & Associates#266 · 32,410 sh | 32,410 | $5.1M | — | -1.0% |
| 267 | SRS Capital Advisors#267 · 32,315 sh | 32,315 | $5.1M | 0.03% | +543.6% |
| 268 | FIFTH THIRD BANCORP#268 · 32,186 sh | 32,186 | $5.0M | <0.01% | -9.6% |
| 269 | COMMERCE BANK#269 · 31,461 sh | 31,461 | $4.9M | 0.02% | -1.8% |
| 270 | Americana Partners#270 · 31,396 sh | 31,396 | $4.9M | 0.11% | +19.9% |
| 271 | Crossmark Global#271 · 31,082 sh | 31,082 | $4.9M | — | -4.3% |
| 272 | Compound Planning#272 · 30,759 sh | 30,759 | $4.8M | 0.13% | +0.6% |
| 273 | AZZAD ASSET MANAGEMENT#273 · 30,427 sh | 30,427 | $4.8M | 0.42% | +1.8% |
| 274 | FRED ALGER MANAGEMENT#274 · 30,125 sh | 30,125 | $4.7M | 0.02% | -0.1% |
| 275 | Cornerstone Wealth Group#275 · 29,903 sh | 29,903 | $4.7M | 0.28% | -4.1% |
| 276 | VICTORY CAPITAL MANAGEMENT#276 · 29,560 sh | 29,560 | $4.6M | <0.01% | -16.6% |
| 277 | Ballentine Partners#277 · 29,508 sh | 29,508 | $4.6M | 0.06% | +5.1% |
| 278 | Choate Investment Advisors#278 · 29,237 sh | 29,237 | $4.6M | 0.08% | -4.1% |
| 279 | CWA Asset Management Group#279 · 29,083 sh | 29,083 | $4.6M | — | +7.5% |
| 280 | PRENTISS SMITH#280 · 29,004 sh | 29,004 | $4.5M | — | -0.4% |
| 281 | Arjuna Capital#281 · 28,989 sh | 28,989 | $4.5M | 1.02% | +7.3% |
| 282 | MOODY LYNN & LIEBERSON#282 · 28,965 sh | 28,965 | $4.5M | — | +2.4% |
| 283 | Private Advisor Group#283 · 28,916 sh | 28,916 | $4.5M | 0.02% | -33.9% |
| 284 | Engineers Gate Manager#284 · 28,899 sh | 28,899 | $4.5M | 0.06% | New |
| 285 | FORT WASHINGTON INVESTMENT ADVISORS#285 · 28,866 sh | 28,866 | $4.5M | — | -0.6% |
| 286 | Moors & Cabot#286 · 28,770 sh | 28,770 | $4.5M | 0.18% | -4.0% |
| 287 | Oxbow Advisors#287 · 28,452 sh | 28,452 | $4.5M | 0.36% | -0.3% |
| 288 | Pegasus Asset Management#288 · 28,387 sh | 28,387 | $4.4M | 1.27% | +3.9% |
| 289 | Haverford#289 · 28,222 sh | 28,222 | $4.4M | 0.04% | -0.6% |
| 290 | FAYEZ SAROFIM#290 · 28,162 sh | 28,162 | $4.4M | 0.01% | +1.1% |
| 291 | Prospera Financial Services#291 · 28,070 sh | 28,070 | $4.4M | 0.06% | +0.1% |
| 292 | CIBC Asset Management#292 · 28,084 sh | 28,084 | $4.4M | <0.01% | +1.9% |
| 293 | NORTHEAST INVESTMENT MANAGEMENT#293 · 27,819 sh | 27,819 | $4.4M | 0.16% | -3.7% |
| 294 | MAVERICK CAPITAL LTD#294 · 27,789 sh | 27,789 | $4.4M | 0.04% | +82.3% |
| 295 | PRINCIPAL SECURITIES#295 · 27,727 sh | 27,727 | $4.3M | 0.05% | -11.9% |
| 296 | Generali Investments CEE, investicni spolecnost, a.s.#296 · 27,729 sh | 27,729 | $4.3M | — | -4.6% |
| 297 | BALDWIN WEALTH PARTNERS#297 · 27,679 sh | 27,679 | $4.3M | — | -7.7% |
| 298 | ALLIANCEBERNSTEIN L.P.#298 · 28,213 sh | 28,213 | $4.3M | <0.01% | -51.8% |
| 299 | Global Retirement Partners#299 · 27,477 sh | 27,477 | $4.3M | 0.07% | — |
| 300 | NBT BANK N A#300 · 27,417 sh | 27,417 | $4.3M | — | -1.5% |
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.