NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Apollon Wealth Management#501 · 10,037 sh | 10,037 | $1.6M | — | -7.0% |
| 502 | Solutions 4 Wealth, Ltd#502 · 10,026 sh | 10,026 | $1.6M | 2.03% | -6.6% |
| 503 | Occidental Asset Management#503 · 10,018 sh | 10,018 | $1.6M | 0.16% | +214.1% |
| 504 | Verition Fund Management#504 · 10,000 sh | 10,000 | $1.6M | <0.01% | +249.7% |
| 505 | Osprey Private Wealth#505 · 10,000 sh | 10,000 | $1.6M | 0.40% | 0.0% |
| 506 | TCG Advisory Services#506 · 9,958 sh | 9,958 | $1.6M | 0.03% | +49.6% |
| 507 | Agate Pass Investment Management#507 · 9,950 sh | 9,950 | $1.6M | — | 0.0% |
| 508 | Pine Valley Investments Ltd Liability#508 · 9,863 sh | 9,863 | $1.5M | 0.06% | 0.0% |
| 509 | OLD NATIONAL BANCORP#509 · 9,844 sh | 9,844 | $1.5M | — | -0.2% |
| 510 | Advisory Resource Group#510 · 9,787 sh | 9,787 | $1.5M | — | -9.6% |
| 511 | Nicholas Hoffman & Company#511 · 9,771 sh | 9,771 | $1.5M | 0.03% | +0.6% |
| 512 | IMC-Chicago#512 · 9,740 sh | 9,740 | $1.5M | <0.01% | New |
| 513 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#513 · 9,700 sh | 9,700 | $1.5M | <0.01% | -6.8% |
| 514 | Ronald Blue#514 · 9,700 sh | 9,700 | $1.5M | — | -2.5% |
| 515 | STOCK YARDS BANK#515 · 9,690 sh | 9,690 | $1.5M | 0.04% | -3.4% |
| 516 | AlphaCore Capital#516 · 9,658 sh | 9,658 | $1.5M | 0.03% | +42.7% |
| 517 | PDS Planning#517 · 9,632 sh | 9,632 | $1.5M | 0.09% | +1.1% |
| 518 | WealthPlan Investment Management#518 · 9,630 sh | 9,630 | $1.5M | — | +0.4% |
| 519 | MATHER GROUP#519 · 9,570 sh | 9,570 | $1.5M | — | -5.7% |
| 520 | RETIREMENT GUYS FORMULA#520 · 9,489 sh | 9,489 | $1.5M | — | +10.1% |
| 521 | CULLEN/FROST BANKERS#521 · 9,463 sh | 9,463 | $1.5M | 0.01% | 0.0% |
| 522 | Venture Visionary Partners#522 · 9,396 sh | 9,396 | $1.5M | — | -1.0% |
| 523 | AE Wealth Management#523 · 9,392 sh | 9,392 | $1.5M | <0.01% | -8.4% |
| 524 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#524 · 9,361 sh | 9,361 | $1.5M | — | -1.6% |
| 525 | Foyston, Gordon, & Payne#525 · 9,044 sh | 9,044 | $1.5M | 0.31% | -12.5% |
| 526 | Valeo Financial Advisors#526 · 9,310 sh | 9,310 | $1.5M | — | +16.3% |
| 527 | Stratos Wealth Partners, LTD.#527 · 9,205 sh | 9,205 | $1.4M | 0.01% | -5.3% |
| 528 | 1620 INVESTMENT ADVISORS#528 · 9,183 sh | 9,183 | $1.4M | 0.89% | +1.0% |
| 529 | Modern Wealth Management#529 · 9,144 sh | 9,144 | $1.4M | 0.02% | -2.5% |
| 530 | May Hill Capital#530 · 9,081 sh | 9,081 | $1.4M | 0.30% | +0.7% |
| 531 | KCM INVESTMENT ADVISORS#531 · 9,075 sh | 9,075 | $1.4M | — | -0.3% |
| 532 | Mystic Asset Management#532 · 9,069 sh | 9,069 | $1.4M | — | -1.1% |
| 533 | Elser Financial Planning#533 · 8,978 sh | 8,978 | $1.4M | — | 0.0% |
| 534 | Essex Financial Services#534 · 8,976 sh | 8,976 | $1.4M | 0.07% | -1.1% |
| 535 | CRUX WEALTH ADVISORS#535 · 8,973 sh | 8,973 | $1.4M | 0.49% | -5.7% |
| 536 | CONNABLE OFFICE#536 · 8,946 sh | 8,946 | $1.4M | 0.12% | +39.8% |
| 537 | Gladstone Institutional Advisory#537 · 8,936 sh | 8,936 | $1.4M | 0.04% | +19.4% |
| 538 | Beaton Management#538 · 8,873 sh | 8,873 | $1.4M | 0.57% | 0.0% |
| 539 | BECKER CAPITAL MANAGEMENT#539 · 8,857 sh | 8,857 | $1.4M | 0.04% | -5.3% |
| 540 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#540 · 8,830 sh | 8,830 | $1.4M | <0.01% | +2.4% |
| 541 | Douglass Winthrop Advisors#541 · 8,755 sh | 8,755 | $1.4M | 0.02% | -11.0% |
| 542 | Fifth Third Wealth Advisors#542 · 8,738 sh | 8,738 | $1.4M | — | -0.7% |
| 543 | NOVEM GROUP#543 · 8,727 sh | 8,727 | $1.4M | — | -6.6% |
| 544 | THRIVENT FINANCIAL FOR LUTHERANS#544 · 8,694 sh | 8,694 | $1.4M | <0.01% | +22.5% |
| 545 | BRIGHTON JONES#545 · 8,709 sh | 8,709 | $1.4M | 0.03% | +14.9% |
| 546 | Avidian Wealth Solutions#546 · 8,699 sh | 8,699 | $1.4M | — | -4.9% |
| 547 | LCNB#547 · 8,673 sh | 8,673 | $1.4M | 0.42% | -6.2% |
| 548 | BARCLAYS PLC#548 · 8,627 sh | 8,627 | $1.4M | <0.01% | +15.4% |
| 549 | Diversified#549 · 8,626 sh | 8,626 | $1.4M | 0.02% | +55.3% |
| 550 | Abacus Wealth Partners#550 · 8,613 sh | 8,613 | $1.3M | 0.14% | -53.1% |
| 551 | Mayflower Financial Advisors#551 · 8,591 sh | 8,591 | $1.3M | 0.12% | -1.5% |
| 552 | Stratos Wealth Advisors#552 · 8,587 sh | 8,587 | $1.3M | 0.07% | +1.9% |
| 553 | OneDigital Investment Advisors#553 · 8,585 sh | 8,585 | $1.3M | 0.01% | -0.1% |
| 554 | HF Advisory Group#554 · 8,551 sh | 8,551 | $1.3M | — | -28.8% |
| 555 | Aprio Wealth Management#555 · 8,513 sh | 8,513 | $1.3M | 0.07% | +3.0% |
| 556 | Cambridge Advisors#556 · 8,475 sh | 8,475 | $1.3M | — | -5.6% |
| 557 | Kensington Investment Counsel#557 · 8,456 sh | 8,456 | $1.3M | 0.58% | -0.2% |
| 558 | Simmons Bank#558 · 8,408 sh | 8,408 | $1.3M | 0.08% | +2.1% |
| 559 | Hilltop#559 · 8,383 sh | 8,383 | $1.3M | 0.10% | -6.7% |
| 560 | TRANSCEND WEALTH COLLECTIVE#560 · 8,348 sh | 8,348 | $1.3M | 0.09% | -8.2% |
| 561 | YANKCOM Partnership#561 · 8,346 sh | 8,346 | $1.3M | — | +0.4% |
| 562 | SITTNER & NELSON#562 · 8,339 sh | 8,339 | $1.3M | 0.41% | +0.3% |
| 563 | Nelson, Van Denburg & Campbell Wealth Management Group#563 · 8,335 sh | 8,335 | $1.3M | — | +22.6% |
| 564 | CHICAGO NA#564 · 8,320 sh | 8,320 | $1.3M | 0.19% | -1.1% |
| 565 | NORTHCAPE WEALTH MANAGEMENT#565 · 8,271 sh | 8,271 | $1.3M | 0.34% | -1.2% |
| 566 | Quantbot Technologies#566 · 8,263 sh | 8,263 | $1.3M | 0.05% | New |
| 567 | Clear Creek Financial Management#567 · 8,250 sh | 8,250 | $1.3M | 0.08% | +178.7% |
| 568 | Jacobi Capital Management#568 · 8,245 sh | 8,245 | $1.3M | 0.06% | +1.0% |
| 569 | FLPUTNAM INVESTMENT MANAGEMENT#569 · 8,090 sh | 8,090 | $1.3M | 0.02% | -18.6% |
| 570 | Valmark Advisers#570 · 8,050 sh | 8,050 | $1.3M | 0.01% | +0.9% |
| 571 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#571 · 8,039 sh | 8,039 | $1.3M | <0.01% | -9.6% |
| 572 | STONEBRIDGE CAPITAL MANAGEMENT#572 · 8,032 sh | 8,032 | $1.3M | 0.61% | -23.7% |
| 573 | Independent Advisor Alliance#573 · 8,003 sh | 8,003 | $1.3M | 0.03% | -1.8% |
| 574 | RD Lewis#574 · 8,071 sh | 8,071 | $1.3M | 0.93% | +2.0% |
| 575 | Unique Wealth Strategies#575 · 7,992 sh | 7,992 | $1.3M | — | 0.0% |
| 576 | DELPHI MANAGEMENT#576 · 7,982 sh | 7,982 | $1.3M | 1.22% | -0.1% |
| 577 | Guardian Partners#577 · 7,965 sh | 7,965 | $1.2M | — | -1.6% |
| 578 | SAGE RHINO CAPITAL#578 · 7,947 sh | 7,947 | $1.2M | 0.20% | +3.9% |
| 579 | Five Oceans Advisors#579 · 7,908 sh | 7,908 | $1.2M | — | 0.0% |
| 580 | Allianz Asset Management GmbH#580 · 8,100 sh | 8,100 | $1.2M | <0.01% | 0.0% |
| 581 | Independence Bank of Kentucky#581 · 7,882 sh | 7,882 | $1.2M | — | -2.5% |
| 582 | MONTAG A & ASSOCIATES#582 · 7,847 sh | 7,847 | $1.2M | 0.05% | -0.2% |
| 583 | VALLEY NATIONAL ADVISERS#583 · 7,794 sh | 7,794 | $1.2M | — | -0.8% |
| 584 | Harbour & Investment Management#584 · 7,649 sh | 7,649 | $1.2M | 0.12% | -0.3% |
| 585 | Ruggaard & Associates#585 · 7,643 sh | 7,643 | $1.2M | 0.43% | +1.3% |
| 586 | Lantz Financial#586 · 7,596 sh | 7,596 | $1.2M | — | -3.8% |
| 587 | CENTRAL#587 · 7,518 sh | 7,518 | $1.2M | 0.02% | +8.5% |
| 588 | Focus Partners Advisor Solutions#588 · 7,504 sh | 7,504 | $1.2M | 0.01% | +5.4% |
| 589 | Rehmann Capital Advisory Group#589 · 7,503 sh | 7,503 | $1.2M | 0.05% | +12.0% |
| 590 | Kennon-Green & Company#590 · 7,452 sh | 7,452 | $1.2M | — | -0.1% |
| 591 | Coppell Advisory Solutions#591 · 237 sh | 237 | $1.2M | 0.09% | New |
| 592 | Madson Wealth Advisors#592 · 7,299 sh | 7,299 | $1.1M | — | +11.3% |
| 593 | CHILTON CAPITAL MANAGEMENT#593 · 7,290 sh | 7,290 | $1.1M | 0.04% | 0.0% |
| 594 | Welch Group#594 · 7,262 sh | 7,262 | $1.1M | 0.04% | -23.3% |
| 595 | SevenBridge Financial Group#595 · 7,267 sh | 7,267 | $1.1M | — | -5.9% |
| 596 | SYON CAPITAL#596 · 7,220 sh | 7,220 | $1.1M | 0.05% | +55.3% |
| 597 | AdvisorShares Investments#597 · 7,171 sh | 7,171 | $1.1M | 0.14% | -8.2% |
| 598 | New Hampshire#598 · 7,170 sh | 7,170 | $1.1M | — | -0.1% |
| 599 | Keystone Financial Services#599 · 7,155 sh | 7,155 | $1.1M | 0.29% | +1.4% |
| 600 | Headlands Technologies#600 · 7,145 sh | 7,145 | $1.1M | 0.12% | +262.1% |
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.