NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | WOODMONT INVESTMENT COUNSEL#301 · 27,118 sh | 27,118 | $4.2M | 0.23% | -0.3% |
| 302 | EQUITABLE#302 · 26,861 sh | 26,861 | $4.2M | — | +37.0% |
| 303 | Penobscot Investment Management Company#303 · 26,577 sh | 26,577 | $4.2M | — | -6.0% |
| 304 | Union Bankshares#304 · 26,575 sh | 26,575 | $4.2M | 0.07% | -1.9% |
| 305 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#305 · 26,308 sh | 26,308 | $4.1M | 0.20% | -90.1% |
| 306 | Pekin Hardy Strauss#306 · 26,136 sh | 26,136 | $4.1M | 0.36% | -4.9% |
| 307 | NAPLES GLOBAL ADVISORS#307 · 26,087 sh | 26,087 | $4.1M | 0.25% | -0.4% |
| 308 | ALBERT D MASON#308 · 25,727 sh | 25,727 | $4.0M | — | 0.0% |
| 309 | TRUSTMARK NATIONAL BANK DEPARTMENT#309 · 25,560 sh | 25,560 | $4.0M | 0.24% | -3.1% |
| 310 | MGO ONE SEVEN#310 · 25,560 sh | 25,560 | $4.0M | 0.07% | -9.2% |
| 311 | Telos Capital Management#311 · 25,483 sh | 25,483 | $4.0M | 0.35% | -0.9% |
| 312 | Clearstead Advisors#312 · 25,239 sh | 25,239 | $4.0M | 0.04% | -27.3% |
| 313 | apricus wealth#313 · 24,838 sh | 24,838 | $3.9M | — | +1.7% |
| 314 | DIAMOND HILL CAPITAL MANAGEMENT#314 · 24,822 sh | 24,822 | $3.9M | 0.03% | 0.0% |
| 315 | Integrated Wealth Concepts#315 · 24,818 sh | 24,818 | $3.9M | 0.02% | +9.6% |
| 316 | Aaron Wealth Advisors#316 · 24,810 sh | 24,810 | $3.9M | — | +3.0% |
| 317 | Advisors Asset Management#317 · 24,465 sh | 24,465 | $3.8M | 0.06% | +3.6% |
| 318 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#318 · 24,335 sh | 24,335 | $3.8M | 0.13% | -13.7% |
| 319 | PEAPACK GLADSTONE FINANCIAL#319 · 24,292 sh | 24,292 | $3.8M | 0.04% | 0.0% |
| 320 | BLUE SQUARE ASSET MANAGEMENT#320 · 24,082 sh | 24,082 | $3.8M | 1.53% | -0.2% |
| 321 | AMG National Bank#321 · 24,015 sh | 24,015 | $3.8M | 0.08% | -0.2% |
| 322 | OPPENHEIMER#322 · 23,885 sh | 23,885 | $3.7M | — | -0.1% |
| 323 | SHRIER WEALTH MANAGEMENT#323 · 23,884 sh | 23,884 | $3.7M | — | +0.8% |
| 324 | EagleClaw Capital Managment#324 · 23,712 sh | 23,712 | $3.7M | 0.50% | -11.6% |
| 325 | FCA#325 · 23,419 sh | 23,419 | $3.7M | 0.90% | +2.5% |
| 326 | PATTEN & PATTEN#326 · 23,369 sh | 23,369 | $3.7M | — | -0.1% |
| 327 | PARADIGM ASSET MANAGEMENT#327 · 23,314 sh | 23,314 | $3.7M | 0.78% | +0.7% |
| 328 | MITCHELL & PAHL PRIVATE WEALTH#328 · 23,278 sh | 23,278 | $3.6M | — | +1.5% |
| 329 | Kathmere Capital Management#329 · 22,990 sh | 22,990 | $3.6M | — | +6.5% |
| 330 | Third View Private Wealth#330 · 22,936 sh | 22,936 | $3.6M | 0.44% | -3.8% |
| 331 | HALL LAURIE J TRUSTEE#331 · 22,897 sh | 22,897 | $3.6M | — | -1.3% |
| 332 | Spectrum Asset Management, (NB/CA)#332 · 22,804 sh | 22,804 | $3.6M | — | -13.2% |
| 333 | Snowden Capital Advisors#333 · 22,603 sh | 22,603 | $3.5M | 0.08% | +12.4% |
| 334 | FIRST NATIONAL BANK OF OMAHA#334 · 22,319 sh | 22,319 | $3.5M | 0.10% | -31.7% |
| 335 | TEALWOOD ASSET MANAGEMENT#335 · 22,271 sh | 22,271 | $3.5M | — | -0.4% |
| 336 | EVOLVE PRIVATE WEALTH#336 · 21,893 sh | 21,893 | $3.4M | 0.21% | -3.0% |
| 337 | GREAT VALLEY ADVISOR GROUP#337 · 21,792 sh | 21,792 | $3.4M | 0.05% | +5.9% |
| 338 | FOSTER & MOTLEY#338 · 21,447 sh | 21,447 | $3.4M | 0.15% | -3.0% |
| 339 | Old Port Advisors#339 · 21,266 sh | 21,266 | $3.3M | — | +0.8% |
| 340 | VOYA INVESTMENT MANAGEMENT#340 · 21,245 sh | 21,245 | $3.3M | <0.01% | -33.1% |
| 341 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS#341 · 21,020 sh | 21,020 | $3.3M | 1.98% | -21.6% |
| 342 | CLOVERFIELDS CAPITAL GROUP#342 · 20,881 sh | 20,881 | $3.3M | 0.99% | -8.8% |
| 343 | Concurrent Investment Advisors#343 · 20,676 sh | 20,676 | $3.2M | — | +39.4% |
| 344 | Coastline#344 · 20,595 sh | 20,595 | $3.2M | — | +1.2% |
| 345 | Perigon Wealth Management#345 · 20,563 sh | 20,563 | $3.2M | — | -0.5% |
| 346 | Summit Trail Advisors#346 · 20,407 sh | 20,407 | $3.2M | 0.04% | -2.1% |
| 347 | BEACON FINANCIAL GROUP#347 · 20,231 sh | 20,231 | $3.2M | — | -1.3% |
| 348 | Cascade Investment Advisors#348 · 20,060 sh | 20,060 | $3.1M | 1.72% | -2.2% |
| 349 | MARIETTA INVESTMENT PARTNERS#349 · 20,019 sh | 20,019 | $3.1M | 0.54% | 0.0% |
| 350 | Diversify Advisory Services#350 · 20,054 sh | 20,054 | $3.1M | — | New |
| 351 | DIVERSIFY WEALTH MANAGEMENT#351 · 20,054 sh | 20,054 | $3.1M | — | +155.3% |
| 352 | Pinnacle Financial Partners#352 · 19,742 sh | 19,742 | $3.1M | 0.02% | -4.9% |
| 353 | Perennial Advisors#353 · 19,702 sh | 19,702 | $3.1M | — | -51.8% |
| 354 | MISSION WEALTH MANAGEMENT#354 · 19,690 sh | 19,690 | $3.1M | — | +85.7% |
| 355 | HB Wealth Management#355 · 19,549 sh | 19,549 | $3.1M | — | +6.8% |
| 356 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#356 · 19,482 sh | 19,482 | $3.1M | <0.01% | -67.7% |
| 357 | FAIRFIELD, BUSH#357 · 19,239 sh | 19,239 | $3.0M | 1.48% | -0.5% |
| 358 | OF TOLEDO NA#358 · 19,068 sh | 19,068 | $3.0M | — | -0.1% |
| 359 | KESTRA PRIVATE WEALTH SERVICES#359 · 19,054 sh | 19,054 | $3.0M | 0.03% | -24.6% |
| 360 | Envestnet Portfolio Solutions#360 · 19,022 sh | 19,022 | $3.0M | 0.01% | +3.9% |
| 361 | ACADIAN ASSET MANAGEMENT#361 · 18,743 sh | 18,743 | $2.9M | <0.01% | +0.2% |
| 362 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#362 · 18,651 sh | 18,651 | $2.9M | 0.35% | -15.1% |
| 363 | Beutel, Goodman & Ltd.#363 · 18,599 sh | 18,599 | $2.9M | 0.02% | -1.2% |
| 364 | Dynamic Advisor Solutions#364 · 17,912 sh | 17,912 | $2.8M | — | +7.8% |
| 365 | INDEPENDENT INVESTORS#365 · 17,900 sh | 17,900 | $2.8M | 0.54% | 0.0% |
| 366 | Virtu Financial#366 · 17,757 sh | 17,757 | $2.8M | 0.09% | New |
| 367 | Lester Murray Antman dba SimplyRich#367 · 17,763 sh | 17,763 | $2.8M | 0.65% | 0.0% |
| 368 | Abbot Financial Management#368 · 17,701 sh | 17,701 | $2.8M | 0.95% | -1.1% |
| 369 | BRADLEY FOSTER & SARGENT#369 · 17,635 sh | 17,635 | $2.8M | 0.04% | 0.0% |
| 370 | Marshall Financial Group#370 · 17,632 sh | 17,632 | $2.8M | 0.40% | +3.8% |
| 371 | Smartleaf Asset Management#371 · 17,483 sh | 17,483 | $2.8M | 0.09% | 0.0% |
| 372 | COLDSTREAM CAPITAL MANAGEMENT#372 · 17,467 sh | 17,467 | $2.7M | 0.03% | -7.6% |
| 373 | Patriot Financial Group Insurance Agency#373 · 17,411 sh | 17,411 | $2.7M | — | -55.9% |
| 374 | EVERETT HARRIS#374 · 17,363 sh | 17,363 | $2.7M | 0.03% | 0.0% |
| 375 | NICHOLS & PRATT ADVISERS LLP#375 · 17,297 sh | 17,297 | $2.7M | — | +0.3% |
| 376 | Strategic Global Advisors#376 · 17,342 sh | 17,342 | $2.7M | 0.39% | +4.5% |
| 377 | Waverly Advisors#377 · 17,249 sh | 17,249 | $2.7M | 0.02% | -0.3% |
| 378 | Aptus Capital Advisors#378 · 17,200 sh | 17,200 | $2.7M | 0.02% | +7.9% |
| 379 | Venturi Wealth Management#379 · 17,084 sh | 17,084 | $2.7M | 0.10% | +3.5% |
| 380 | BENEDICT FINANCIAL ADVISORS#380 · 17,055 sh | 17,055 | $2.7M | — | -1.8% |
| 381 | Checchi Capital Advisers#381 · 16,953 sh | 16,953 | $2.7M | 0.12% | -2.3% |
| 382 | BTC Capital Management#382 · 16,933 sh | 16,933 | $2.7M | 0.16% | +2.4% |
| 383 | JAMISON PRIVATE WEALTH MANAGEMENT#383 · 16,888 sh | 16,888 | $2.6M | — | +0.1% |
| 384 | LEVEL FOUR ADVISORY SERVICES#384 · 16,882 sh | 16,882 | $2.6M | 0.07% | -2.6% |
| 385 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#385 · 16,800 sh | 16,800 | $2.6M | 0.11% | -16.0% |
| 386 | Optimist Retirement Group#386 · 16,777 sh | 16,777 | $2.6M | 1.01% | -0.1% |
| 387 | Northside Capital Management#387 · 16,724 sh | 16,724 | $2.6M | — | -0.9% |
| 388 | Patten Group#388 · 16,667 sh | 16,667 | $2.6M | — | -2.1% |
| 389 | IAM Advisory#389 · 16,635 sh | 16,635 | $2.6M | 0.51% | +0.4% |
| 390 | Ipswich Investment Management#390 · 16,585 sh | 16,585 | $2.6M | — | +19.9% |
| 391 | ROTHSCHILD INVESTMENT#391 · 16,578 sh | 16,578 | $2.6M | 0.10% | -1.8% |
| 392 | Prime Capital Investment Advisors#392 · 16,577 sh | 16,577 | $2.6M | — | +2.7% |
| 393 | Ascent Wealth Partners#393 · 16,473 sh | 16,473 | $2.6M | — | +3.6% |
| 394 | Schonfeld Strategic Advisors#394 · 16,468 sh | 16,468 | $2.6M | <0.01% | +73.0% |
| 395 | Dorsey & Whitney#395 · 16,322 sh | 16,322 | $2.6M | 0.12% | -0.7% |
| 396 | Csenge Advisory Group#396 · 16,110 sh | 16,110 | $2.5M | 0.10% | +14.0% |
| 397 | Empire Financial Management Company#397 · 16,106 sh | 16,106 | $2.5M | 1.00% | +0.7% |
| 398 | Abundance Wealth Counselors#398 · 15,874 sh | 15,874 | $2.5M | — | -5.5% |
| 399 | Parallel Advisors#399 · 15,640 sh | 15,640 | $2.5M | 0.04% | -4.4% |
| 400 | Palisade Asset Management#400 · 15,639 sh | 15,639 | $2.5M | 0.23% | -4.7% |
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.