NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Frec Markets#601 · 7,133 sh | 7,133 | $1.1M | 0.10% | +13.9% |
| 602 | St. Clair Advisors#602 · 7,092 sh | 7,092 | $1.1M | — | 0.0% |
| 603 | Minot DeBlois Advisors#603 · 7,091 sh | 7,091 | $1.1M | 0.95% | -6.2% |
| 604 | ASSOCIATED BANC#604 · 7,039 sh | 7,039 | $1.1M | 0.03% | -3.2% |
| 605 | SouthState Bank#605 · 7,021 sh | 7,021 | $1.1M | 0.05% | 0.0% |
| 606 | Y-Intercept (Hong Kong) Ltd#606 · 6,978 sh | 6,978 | $1.1M | — | -85.0% |
| 607 | Mezzasalma Advisors#607 · 6,965 sh | 6,965 | $1.1M | — | +4.6% |
| 608 | Investment Research Partners#608 · 6,950 sh | 6,950 | $1.1M | — | +13.5% |
| 609 | HUTNER CAPITAL MANAGEMENT#609 · 6,891 sh | 6,891 | $1.1M | 0.43% | +0.8% |
| 610 | Kimelman & Baird#610 · 6,850 sh | 6,850 | $1.1M | 0.08% | 0.0% |
| 611 | ROMANO BROTHERS AND COMPANY#611 · 6,797 sh | 6,797 | $1.1M | — | -0.7% |
| 612 | CASTLEKEEP INVESTMENT ADVISORS#612 · 6,792 sh | 6,792 | $1.1M | 0.53% | -6.9% |
| 613 | StrongBox Wealth#613 · 6,789 sh | 6,789 | $1.1M | 0.30% | 0.0% |
| 614 | CYPRESS ASSET MANAGEMENT#614 · 6,760 sh | 6,760 | $1.1M | — | 0.0% |
| 615 | EASTERN BANK#615 · 6,744 sh | 6,744 | $1.1M | — | -19.3% |
| 616 | Southeast Asset Advisors#616 · 6,716 sh | 6,716 | $1.1M | 0.11% | 0.0% |
| 617 | Financial Engines Advisors L.L.C.#617 · 6,697 sh | 6,697 | $1.0M | <0.01% | -1.1% |
| 618 | FIRST HORIZON NATIONAL#618 · 6,664 sh | 6,664 | $1.0M | — | 0.0% |
| 619 | STEPHENS#619 · 6,628 sh | 6,628 | $1.0M | 0.01% | +0.2% |
| 620 | HARBOUR INVESTMENTS#620 · 6,599 sh | 6,599 | $1.0M | 0.01% | -32.7% |
| 621 | UMB Bank, n.a.#621 · 6,571 sh | 6,571 | $1.0M | 0.01% | -1.4% |
| 622 | Sowell Financial Services#622 · 6,566 sh | 6,566 | $1.0M | — | -10.7% |
| 623 | GATEWAY INVESTMENT ADVISERS#623 · 6,564 sh | 6,564 | $1.0M | — | +3.2% |
| 624 | Curbstone Financial Management#624 · 6,532 sh | 6,532 | $1.0M | — | +55.7% |
| 625 | HARRELL INVESTMENT PARTNERS#625 · 6,498 sh | 6,498 | $1.0M | — | +0.1% |
| 626 | Joel Isaacson#626 · 6,486 sh | 6,486 | $1.0M | 0.03% | 0.0% |
| 627 | KING LUTHER CAPITAL MANAGEMENT#627 · 6,446 sh | 6,446 | $1.0M | <0.01% | +3.4% |
| 628 | Pinnacle Wealth Planning Services#628 · 6,438 sh | 6,438 | $1.0M | — | +14.1% |
| 629 | SYKON CAPITAL#629 · 6,403 sh | 6,403 | $1.0M | 0.31% | 0.0% |
| 630 | Gilliland Jeter Wealth Management#630 · 6,398 sh | 6,398 | $1.0M | 0.26% | -4.5% |
| 631 | GC Wealth Management RIA#631 · 6,349 sh | 6,349 | $995.0K | 0.06% | +26.4% |
| 632 | Point#632 · 6,344 sh | 6,344 | $994.2K | — | +3.8% |
| 633 | LEE DANNER & BASS#633 · 6,340 sh | 6,340 | $993.6K | — | 0.0% |
| 634 | MEANS INVESTMENT#634 · 6,330 sh | 6,330 | $992.0K | 0.07% | -1.9% |
| 635 | PRIVATE NA#635 · 6,324 sh | 6,324 | $991.1K | — | -1.1% |
| 636 | JNBA Financial Advisors#636 · 6,281 sh | 6,281 | $984.3K | 0.07% | +0.5% |
| 637 | SNS Financial Group#637 · 6,278 sh | 6,278 | $983.9K | 0.02% | New |
| 638 | Applied Finance Capital Management#638 · 6,260 sh | 6,260 | $981.1K | 0.07% | -12.7% |
| 639 | Marotta Asset Management#639 · 6,351 sh | 6,351 | $978.9K | — | -2.2% |
| 640 | MOTCO#640 · 6,233 sh | 6,233 | $976.8K | 0.08% | +1.4% |
| 641 | Keel Point#641 · 6,229 sh | 6,229 | $976.2K | 0.06% | +3.6% |
| 642 | INSIGNEO ADVISORY SERVICES#642 · 6,217 sh | 6,217 | $974.3K | 0.04% | +2.0% |
| 643 | ST GERMAIN D J#643 · 6,177 sh | 6,177 | $968.1K | 0.03% | -3.4% |
| 644 | SEEDS INVESTOR#644 · 6,174 sh | 6,174 | $967.6K | 0.10% | -5.1% |
| 645 | NORTH STAR ASSET MANAGEMENT#645 · 6,158 sh | 6,158 | $965.1K | 0.04% | -1.0% |
| 646 | 1900 WEALTH MANAGEMENT#646 · 6,153 sh | 6,153 | $964.3K | — | 0.0% |
| 647 | Sivia Capital Partners#647 · 6,151 sh | 6,151 | $964.0K | 0.12% | -29.5% |
| 648 | Meriwether Wealth & Planning#648 · 6,134 sh | 6,134 | $961.3K | — | +1.0% |
| 649 | Modera Wealth Management#649 · 6,102 sh | 6,102 | $956.3K | 0.01% | +23.9% |
| 650 | CREDIT AGRICOLE S A#650 · 6,089 sh | 6,089 | $954.3K | <0.01% | +8.0% |
| 651 | SCHULHOFF#651 · 6,053 sh | 6,053 | $948.6K | 0.38% | 0.0% |
| 652 | Heritage Wealth Management#652 · 6,052 sh | 6,052 | $948.4K | 0.24% | 0.0% |
| 653 | Aberdeen Wealth Management#653 · 6,045 sh | 6,045 | $947.4K | 0.45% | New |
| 654 | Resonant Capital Advisors#654 · 6,007 sh | 6,007 | $941.4K | — | -2.5% |
| 655 | Simplicity Wealth#655 · 5,984 sh | 5,984 | $937.7K | — | +10.0% |
| 656 | BENJAMIN EDWARDS#656 · 5,979 sh | 5,979 | $937.0K | <0.01% | +13.8% |
| 657 | KENNEDY INVESTMENT GROUP#657 · 5,972 sh | 5,972 | $936.0K | — | -0.1% |
| 658 | Anchor Investment Management#658 · 5,952 sh | 5,952 | $932.8K | 0.07% | -11.5% |
| 659 | Cypress Capital Group#659 · 5,941 sh | 5,941 | $931.1K | 0.09% | 0.0% |
| 660 | West Family Investments#660 · 5,931 sh | 5,931 | $929.5K | 0.27% | -4.4% |
| 661 | Bryn Mawr Advisors#661 · 5,909 sh | 5,909 | $926.0K | 0.04% | -1.5% |
| 662 | LAZARD ASSET MANAGEMENT#662 · 5,897 sh | 5,897 | $924.2K | <0.01% | -12.0% |
| 663 | JEPPSON WEALTH MANAGEMENT#663 · 5,873 sh | 5,873 | $920.4K | — | -2.7% |
| 664 | Arvest Bank Division#664 · 5,844 sh | 5,844 | $915.9K | 0.04% | -5.4% |
| 665 | Bradyco#665 · 5,841 sh | 5,841 | $915.4K | 1.05% | 0.0% |
| 666 | MITCHELL MCLEOD PUGH & WILLIAMS#666 · 5,794 sh | 5,794 | $908.0K | 0.11% | 0.0% |
| 667 | Wedmont Private Capital#667 · 5,894 sh | 5,894 | $908.0K | — | -11.9% |
| 668 | Peoples Bank#668 · 5,790 sh | 5,790 | $907.4K | — | -3.3% |
| 669 | Steadtrust#669 · 5,769 sh | 5,769 | $904.1K | 0.46% | 0.0% |
| 670 | Dickmeyer Boyce Financial Management#670 · 5,762 sh | 5,762 | $903.0K | — | -4.1% |
| 671 | Principal Street Partners#671 · 5,755 sh | 5,755 | $901.9K | 0.13% | -0.9% |
| 672 | Bangor Savings Bank#672 · 5,752 sh | 5,752 | $901.5K | — | -6.8% |
| 673 | CENTAURUS FINANCIAL#673 · 5,748 sh | 5,748 | $901.0K | 0.04% | +2.8% |
| 674 | NTV ASSET MANAGEMENT#674 · 5,744 sh | 5,744 | $900.2K | — | -0.7% |
| 675 | Radnor Capital Management#675 · 5,725 sh | 5,725 | $897.2K | — | 0.0% |
| 676 | FULTON BANK, N.A.#676 · 5,679 sh | 5,679 | $890.0K | — | -2.7% |
| 677 | Helen Stephens Group#677 · 5,661 sh | 5,661 | $887.2K | — | +43.6% |
| 678 | Davis Investment Partners#678 · 5,658 sh | 5,658 | $886.8K | 0.27% | 0.0% |
| 679 | TWIN CITY PRIVATE WEALTH#679 · 5,647 sh | 5,647 | $885.0K | 0.62% | +2.1% |
| 680 | NEVILLE RODIE & SHAW#680 · 5,610 sh | 5,610 | $879.0K | — | 0.0% |
| 681 | Aureus Asset Management#681 · 5,586 sh | 5,586 | $875.4K | 0.05% | +1.7% |
| 682 | CVA Family Office#682 · 5,542 sh | 5,542 | $868.5K | 0.08% | 0.0% |
| 683 | Penbrook Management#683 · 5,540 sh | 5,540 | $868.2K | — | 0.0% |
| 684 | Larry Mathis Financial Planning#684 · 5,510 sh | 5,510 | $863.5K | — | -1.2% |
| 685 | FIRST CITIZENS BANK#685 · 5,507 sh | 5,507 | $863.1K | — | -4.7% |
| 686 | Altus Wealth Group#686 · 5,463 sh | 5,463 | $856.2K | — | +0.1% |
| 687 | Wealthspire Advisors#687 · 5,454 sh | 5,454 | $854.7K | <0.01% | -9.6% |
| 688 | IHT Wealth Management#688 · 5,450 sh | 5,450 | $854.1K | 0.02% | +2.0% |
| 689 | Diesslin Group#689 · 5,434 sh | 5,434 | $851.7K | — | 0.0% |
| 690 | Goldstone Financial Group#690 · 5,430 sh | 5,430 | $851.0K | 0.08% | -7.0% |
| 691 | Texas Bank#691 · 5,429 sh | 5,429 | $850.8K | 0.28% | +0.9% |
| 692 | Crestwood Advisors Group#692 · 5,428 sh | 5,428 | $850.6K | — | +11.0% |
| 693 | R Squared Ltd#693 · 5,411 sh | 5,411 | $848.0K | 0.45% | +32.1% |
| 694 | MB, LEVIS & ASSOCIATES#694 · 5,410 sh | 5,410 | $847.9K | — | 0.0% |
| 695 | Summit Financial#695 · 5,394 sh | 5,394 | $845.3K | <0.01% | +0.8% |
| 696 | XML Financial#696 · 5,376 sh | 5,376 | $842.5K | 0.06% | 0.0% |
| 697 | Regal Investment Advisors#697 · 5,361 sh | 5,361 | $840.2K | 0.04% | +0.7% |
| 698 | FDx Advisors#698 · 5,362 sh | 5,362 | $840.0K | 0.25% | +29.0% |
| 699 | Alhambra Investment Partners#699 · 5,321 sh | 5,321 | $833.9K | — | +1.7% |
| 700 | Ariadne Wealth Management#700 · 5,319 sh | 5,319 | $833.6K | 0.37% | 0.0% |
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.