NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Ativo Capital Management#401 · 15,609 sh | 15,609 | $2.4M | — | -1.4% |
| 402 | REGIONS FINANCIAL#402 · 15,547 sh | 15,547 | $2.4M | 0.01% | +8.0% |
| 403 | HEADINVEST#403 · 15,391 sh | 15,391 | $2.4M | 0.45% | -2.1% |
| 404 | Gibbs Wealth Management#404 · 15,081 sh | 15,081 | $2.4M | — | +9.4% |
| 405 | MOSAIC FINANCIAL GROUP#405 · 14,973 sh | 14,973 | $2.3M | 1.50% | -0.1% |
| 406 | Baker Ellis Asset Management#406 · 14,950 sh | 14,950 | $2.3M | — | 0.0% |
| 407 | Quadcap Wealth Management#407 · 14,928 sh | 14,928 | $2.3M | 0.23% | -2.9% |
| 408 | Altman Advisors#408 · 14,896 sh | 14,896 | $2.3M | 0.84% | -0.5% |
| 409 | New Vernon Capital II#409 · 14,733 sh | 14,733 | $2.3M | 1.27% | 0.0% |
| 410 | BOOTHBAY FUND MANAGEMENT#410 · 14,644 sh | 14,644 | $2.3M | 0.03% | New |
| 411 | Abel Hall#411 · 14,598 sh | 14,598 | $2.3M | — | +0.7% |
| 412 | GREENLEAF#412 · 14,361 sh | 14,361 | $2.3M | 0.02% | -0.8% |
| 413 | Clark Capital Management Group#413 · 14,258 sh | 14,258 | $2.2M | 0.01% | -94.3% |
| 414 | PARK NATIONAL#414 · 14,119 sh | 14,119 | $2.2M | — | -0.3% |
| 415 | GAMMA Investing#415 · 14,066 sh | 14,066 | $2.2M | — | +5.7% |
| 416 | TWO SIGMA INVESTMENTS#416 · 13,992 sh | 13,992 | $2.2M | <0.01% | -49.2% |
| 417 | Fort Sheridan Advisors#417 · 13,967 sh | 13,967 | $2.2M | 0.24% | +3.2% |
| 418 | PERSONAL CFO SOLUTIONS#418 · 13,900 sh | 13,900 | $2.2M | 0.31% | +17.5% |
| 419 | MARCO INVESTMENT MANAGEMENT#419 · 13,875 sh | 13,875 | $2.2M | 0.14% | 0.0% |
| 420 | BAILARD#420 · 13,869 sh | 13,869 | $2.2M | — | +4.4% |
| 421 | HIGHLAND CAPITAL MANAGEMENT#421 · 13,845 sh | 13,845 | $2.2M | — | -7.4% |
| 422 | Sepio Capital#422 · 13,731 sh | 13,731 | $2.2M | — | +5.7% |
| 423 | NORTHSTAR ASSET MANAGEMENT#423 · 13,875 sh | 13,875 | $2.2M | — | 0.0% |
| 424 | LOWE BROCKENBROUGH#424 · 13,636 sh | 13,636 | $2.1M | 0.10% | -0.9% |
| 425 | FSB PREMIER WEALTH MANAGEMENT#425 · 13,534 sh | 13,534 | $2.1M | 0.60% | -20.2% |
| 426 | Savvy Advisors#426 · 13,331 sh | 13,331 | $2.1M | 0.04% | +16.6% |
| 427 | DENALI ADVISORS#427 · 13,287 sh | 13,287 | $2.1M | 0.21% | -2.3% |
| 428 | AIMZ Investment Advisors#428 · 13,284 sh | 13,284 | $2.1M | 0.57% | -0.4% |
| 429 | Kingsview Wealth Management#429 · 13,243 sh | 13,243 | $2.1M | 0.03% | +12.5% |
| 430 | OpenArc Corporate Advisory#430 · 13,228 sh | 13,228 | $2.1M | — | +3.5% |
| 431 | Sanibel Captiva Company#431 · 13,186 sh | 13,186 | $2.1M | 0.05% | +7.9% |
| 432 | KAHN BROTHERS GROUP#432 · 13,386 sh | 13,386 | $2.0M | 0.36% | 0.0% |
| 433 | CAPITAL FINANCIAL GROUP \\#433 · 13,034 sh | 13,034 | $2.0M | 1.07% | -3.5% |
| 434 | JOHNSON INVESTMENT COUNSEL#434 · 12,976 sh | 12,976 | $2.0M | 0.01% | +0.7% |
| 435 | TD PRIVATE CLIENT WEALTH#435 · 12,892 sh | 12,892 | $2.0M | 0.04% | -6.2% |
| 436 | RWA WEALTH PARTNERS#436 · 12,844 sh | 12,844 | $2.0M | 0.02% | +0.6% |
| 437 | Cornerstone Planning#437 · 12,843 sh | 12,843 | $2.0M | — | +1.5% |
| 438 | HM PAYSON#438 · 12,837 sh | 12,837 | $2.0M | 0.03% | 0.0% |
| 439 | NorthCrest Asset Manangement#439 · 12,983 sh | 12,983 | $2.0M | — | -2.4% |
| 440 | Ascent Group#440 · 12,806 sh | 12,806 | $2.0M | 0.06% | -3.7% |
| 441 | Boit C F David#441 · 12,800 sh | 12,800 | $2.0M | 0.84% | 0.0% |
| 442 | TrueMark Investments#442 · 12,800 sh | 12,800 | $2.0M | 0.25% | +14.5% |
| 443 | OPAL CAPITAL#443 · 12,800 sh | 12,800 | $2.0M | 0.36% | +14.5% |
| 444 | Compass Wealth Management#444 · 12,747 sh | 12,747 | $2.0M | — | -0.8% |
| 445 | Sterling Capital Management#445 · 12,692 sh | 12,692 | $2.0M | — | -5.9% |
| 446 | Arnhold#446 · 12,636 sh | 12,636 | $2.0M | — | 0.0% |
| 447 | PCM Encore#447 · 12,510 sh | 12,510 | $2.0M | 0.34% | -0.8% |
| 448 | ROBERTS GLORE#448 · 12,498 sh | 12,498 | $2.0M | 0.48% | -0.6% |
| 449 | Value Partners Investments#449 · 12,450 sh | 12,450 | $1.9M | — | +2.7% |
| 450 | Portside Wealth Group#450 · 12,409 sh | 12,409 | $1.9M | — | +17.6% |
| 451 | Ellevest#451 · 12,495 sh | 12,495 | $1.9M | 0.23% | +4.9% |
| 452 | Henshaw Capital#452 · 12,295 sh | 12,295 | $1.9M | 0.06% | 0.0% |
| 453 | GeoWealth Management#453 · 12,284 sh | 12,284 | $1.9M | 0.06% | +15.4% |
| 454 | PHYSICIANS FINANCIAL SERVICES#454 · 12,234 sh | 12,234 | $1.9M | 0.48% | -0.4% |
| 455 | Wealth Group, Ltd.#455 · 12,234 sh | 12,234 | $1.9M | 0.48% | +456.1% |
| 456 | Plancorp#456 · 12,291 sh | 12,291 | $1.9M | 0.05% | 0.0% |
| 457 | Integrated Quantitative Investments#457 · 11,975 sh | 11,975 | $1.9M | 0.31% | New |
| 458 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#458 · 11,917 sh | 11,917 | $1.9M | — | +70.3% |
| 459 | Carnegie Investment Counsel#459 · 11,834 sh | 11,834 | $1.9M | — | -0.2% |
| 460 | PARSONS CAPITAL MANAGEMENT#460 · 11,795 sh | 11,795 | $1.8M | 0.08% | 0.0% |
| 461 | Equitable#461 · 11,702 sh | 11,702 | $1.8M | <0.01% | -56.0% |
| 462 | Dynasty Wealth Management#462 · 11,695 sh | 11,695 | $1.8M | 0.01% | -3.5% |
| 463 | Glass Wealth Management#463 · 11,690 sh | 11,690 | $1.8M | 0.61% | -0.3% |
| 464 | Harel Insurance Investments & Financial Services Ltd.#464 · 11,662 sh | 11,662 | $1.8M | <0.01% | +28.5% |
| 465 | Ashton Thomas Private Wealth#465 · 11,663 sh | 11,663 | $1.8M | 0.04% | +2.2% |
| 466 | Dorsey Wright & Associates#466 · 11,585 sh | 11,585 | $1.8M | 0.31% | -28.8% |
| 467 | Frank, Rimerman Advisors#467 · 11,569 sh | 11,569 | $1.8M | — | +1.1% |
| 468 | CMH Wealth Management#468 · 11,433 sh | 11,433 | $1.8M | — | +3.4% |
| 469 | Wilmington Savings Fund Society, FSB#469 · 11,307 sh | 11,307 | $1.8M | — | -7.4% |
| 470 | Greenwich Wealth Management#470 · 11,294 sh | 11,294 | $1.8M | 0.06% | 0.0% |
| 471 | XTX Topco Ltd#471 · 11,248 sh | 11,248 | $1.8M | 0.02% | -81.4% |
| 472 | GUGGENHEIM CAPITAL#472 · 11,163 sh | 11,163 | $1.7M | 0.01% | -1.5% |
| 473 | CSM Advisors#473 · 11,160 sh | 11,160 | $1.7M | 0.04% | -10.5% |
| 474 | Williams Jones Wealth Management#474 · 11,157 sh | 11,157 | $1.7M | 0.02% | -0.6% |
| 475 | INTRUST BANK NA#475 · 11,153 sh | 11,153 | $1.7M | 0.13% | -1.7% |
| 476 | Geneos Wealth Management#476 · 11,132 sh | 11,132 | $1.7M | 0.04% | -77.7% |
| 477 | Brookstone Capital Management#477 · 11,103 sh | 11,103 | $1.7M | — | -1.7% |
| 478 | Smart Money Group#478 · 11,067 sh | 11,067 | $1.7M | 0.45% | +4.5% |
| 479 | WELLINGTON MANAGEMENT GROUP LLP#479 · 11,045 sh | 11,045 | $1.7M | <0.01% | New |
| 480 | Basecamp Wealth Advisors#480 · 10,959 sh | 10,959 | $1.7M | 0.32% | 0.0% |
| 481 | J.W. COLE ADVISORS#481 · 10,929 sh | 10,929 | $1.7M | 0.03% | +1.4% |
| 482 | Versant Capital Management#482 · 10,771 sh | 10,771 | $1.7M | — | +4.9% |
| 483 | GUYASUTA INVESTMENT ADVISORS#483 · 10,767 sh | 10,767 | $1.7M | — | 0.0% |
| 484 | AR ASSET MANAGEMENT#484 · 10,750 sh | 10,750 | $1.7M | 0.31% | 0.0% |
| 485 | AXXCESS WEALTH MANAGEMENT#485 · 10,748 sh | 10,748 | $1.7M | — | +15.4% |
| 486 | SILVERCREST ASSET MANAGEMENT GROUP#486 · 10,746 sh | 10,746 | $1.7M | 0.01% | -11.4% |
| 487 | OF OKLAHOMA#487 · 10,723 sh | 10,723 | $1.7M | — | -5.3% |
| 488 | Drexel Morgan#488 · 10,720 sh | 10,720 | $1.7M | 0.23% | 0.0% |
| 489 | BOSTON FAMILY OFFICE#489 · 10,627 sh | 10,627 | $1.7M | 0.10% | 0.0% |
| 490 | SAGESPRING WEALTH PARTNERS#490 · 10,590 sh | 10,590 | $1.7M | — | -5.1% |
| 491 | HORIZON KINETICS ASSET MANAGEMENT#491 · 10,588 sh | 10,588 | $1.7M | 0.02% | -3.7% |
| 492 | Walsky Investment Management#492 · 10,507 sh | 10,507 | $1.6M | 1.53% | -0.6% |
| 493 | SOMERVILLE KURT F#493 · 10,438 sh | 10,438 | $1.6M | 0.39% | 0.0% |
| 494 | HOLDERNESS INVESTMENTS#494 · 10,410 sh | 10,410 | $1.6M | 0.27% | -0.5% |
| 495 | Kentucky#495 · 10,312 sh | 10,312 | $1.6M | — | -7.4% |
| 496 | Parkside Financial Bank#496 · 10,292 sh | 10,292 | $1.6M | — | +84.6% |
| 497 | JANE STREET GROUP#497 · 10,207 sh | 10,207 | $1.6M | <0.01% | -97.2% |
| 498 | Bridgewater Advisors#498 · 10,369 sh | 10,369 | $1.6M | 0.09% | +1.2% |
| 499 | Voya Financial Advisors#499 · 10,020 sh | 10,020 | $1.6M | 0.14% | -21.8% |
| 500 | Berkeley Capital Partners#500 · 10,041 sh | 10,041 | $1.6M | 0.32% | +1.4% |
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.