NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Forza Wealth Management#701 · 5,274 sh | 5,274 | $826.5K | — | 0.0% |
| 702 | Banco de Sabadell, S.A#702 · 5,251 sh | 5,251 | $824.0K | 0.48% | -0.6% |
| 703 | ONE WEALTH CAPITAL MANAGEMENT#703 · 5,238 sh | 5,238 | $820.9K | — | +105.0% |
| 704 | COMPASS FINANCIAL MANAGEMENT#704 · 5,335 sh | 5,335 | $819.1K | 0.10% | — |
| 705 | Circle Wealth Management#705 · 5,196 sh | 5,196 | $814.3K | 0.01% | 0.0% |
| 706 | Kennebec Savings Bank#706 · 5,163 sh | 5,163 | $809.1K | — | -1.7% |
| 707 | FIRST AMERICAN , FSB#707 · 5,156 sh | 5,156 | $808.0K | 0.05% | +0.6% |
| 708 | Traynor Capital Management#708 · 5,144 sh | 5,144 | $806.2K | 0.04% | +36.0% |
| 709 | E&G Advisors#709 · 5,127 sh | 5,127 | $803.5K | — | -1.0% |
| 710 | MARK SHEPTOFF FINANCIAL PLANNING#710 · 5,120 sh | 5,120 | $802.4K | 0.43% | 0.0% |
| 711 | DF DENT#711 · 5,115 sh | 5,115 | $801.6K | 0.02% | 0.0% |
| 712 | NATURAL INVESTMENTS#712 · 5,116 sh | 5,116 | $801.0K | 0.18% | +2.2% |
| 713 | JMN Financial#713 · 5,089 sh | 5,089 | $797.5K | 0.62% | -5.5% |
| 714 | O'Brien Greene#714 · 5,081 sh | 5,081 | $796.3K | 0.22% | 0.0% |
| 715 | Monument Capital Management#715 · 5,076 sh | 5,076 | $795.5K | — | 0.0% |
| 716 | REXFORD CAPITAL#716 · 5,059 sh | 5,059 | $792.8K | 0.49% | +1.1% |
| 717 | One Wealth Advisors#717 · 5,053 sh | 5,053 | $791.9K | 0.09% | +2.0% |
| 718 | MONETA GROUP INVESTMENT ADVISORS#718 · 5,046 sh | 5,046 | $790.8K | <0.01% | +29.3% |
| 719 | HighPoint Advisor Group#719 · 5,024 sh | 5,024 | $787.4K | 0.03% | +214.8% |
| 720 | Payne Capital#720 · 5,000 sh | 5,000 | $783.6K | 0.65% | 0.0% |
| 721 | Evergreen Wealth Solutions#721 · 5,118 sh | 5,118 | $776.5K | 0.04% | +48.7% |
| 722 | Foundations Investment Advisors#722 · 4,936 sh | 4,936 | $773.6K | <0.01% | +9.6% |
| 723 | Sovran Advisors#723 · 4,829 sh | 4,829 | $772.0K | 0.06% | +13.4% |
| 724 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#724 · 4,919 sh | 4,919 | $770.9K | 0.09% | -77.0% |
| 725 | CFO4Life Group#725 · 4,916 sh | 4,916 | $770.5K | 0.10% | -1.9% |
| 726 | CARY STREET PARTNERS FINANCIAL#726 · 4,915 sh | 4,915 | $770.3K | 0.02% | -1.8% |
| 727 | BURNS J W#727 · 4,915 sh | 4,915 | $770.3K | — | -0.1% |
| 728 | B. Riley Wealth Advisors#728 · 4,886 sh | 4,886 | $769.9K | — | +0.9% |
| 729 | Calamos Wealth Management#729 · 4,898 sh | 4,898 | $767.7K | 0.02% | +20.3% |
| 730 | JFS WEALTH ADVISORS#730 · 4,893 sh | 4,893 | $766.8K | 0.04% | +0.4% |
| 731 | XPONANCE#731 · 4,891 sh | 4,891 | $766.5K | <0.01% | +8.5% |
| 732 | RFG Advisory#732 · 4,861 sh | 4,861 | $761.9K | 0.01% | +35.3% |
| 733 | RATIONAL ADVISORS#733 · 4,853 sh | 4,853 | $760.6K | 0.07% | -36.1% |
| 734 | BXM Wealth#734 · 4,840 sh | 4,840 | $758.5K | 0.41% | 0.0% |
| 735 | YOUSIF CAPITAL MANAGEMENT#735 · 4,811 sh | 4,811 | $754.0K | — | -75.9% |
| 736 | LIBERTY ONE INVESTMENT MANAGEMENT#736 · 4,810 sh | 4,810 | $753.9K | 0.08% | -2.7% |
| 737 | Nilsine Partners#737 · 4,809 sh | 4,809 | $753.7K | 0.05% | +1.0% |
| 738 | Essex Savings Bank#738 · 4,797 sh | 4,797 | $751.8K | — | -0.4% |
| 739 | Principle Wealth Partners#739 · 4,772 sh | 4,772 | $747.9K | 0.04% | 0.0% |
| 740 | Drucker Wealth 3.0#740 · 4,763 sh | 4,763 | $746.4K | 0.12% | -5.0% |
| 741 | Veracity Capital#741 · 4,760 sh | 4,760 | $746.0K | — | +0.1% |
| 742 | Jain Global#742 · 4,742 sh | 4,742 | $743.2K | <0.01% | New |
| 743 | Sigma Planning#743 · 4,740 sh | 4,740 | $742.9K | — | +0.5% |
| 744 | Cascade Financial Partners#744 · 4,733 sh | 4,733 | $741.8K | 0.06% | 0.0% |
| 745 | Valley Brook Capital Group#745 · 4,717 sh | 4,717 | $739.2K | — | -1.0% |
| 746 | GRIMES & WEALTH MANAGEMENT#746 · 4,716 sh | 4,716 | $739.0K | 0.02% | -0.9% |
| 747 | Almanack Investment Partners#747 · 4,703 sh | 4,703 | $737.1K | 0.09% | +62.6% |
| 748 | CULLINAN ASSOCIATES#748 · 4,700 sh | 4,700 | $736.6K | 0.06% | 0.0% |
| 749 | SmartHarvest Portfolios#749 · 4,670 sh | 4,670 | $731.9K | — | +6.0% |
| 750 | Ameritas Advisory Services#750 · 4,647 sh | 4,647 | $728.3K | 0.01% | +94.4% |
| 751 | VISIONARY HORIZONS#751 · 4,636 sh | 4,636 | $726.6K | — | -0.9% |
| 752 | Leonard Rickey Investment Advisors P.L.L.C.#752 · 4,626 sh | 4,626 | $724.9K | 0.11% | +0.5% |
| 753 | PRESILIUM PRIVATE WEALTH#753 · 4,603 sh | 4,603 | $721.4K | — | 0.0% |
| 754 | Cordatus Wealth Management#754 · 4,593 sh | 4,593 | $719.8K | — | +1.1% |
| 755 | Rossmore Private Capital#755 · 4,581 sh | 4,581 | $717.9K | — | 0.0% |
| 756 | Net Worth Advisory Group#756 · 4,571 sh | 4,571 | $716.4K | — | -3.9% |
| 757 | Mraz, Amerine & Associates#757 · 4,552 sh | 4,552 | $713.4K | 0.10% | 0.0% |
| 758 | Texas Yale Capital#758 · 4,542 sh | 4,542 | $711.8K | 0.02% | +3.4% |
| 759 | Hanson & Doremus Investment Management#759 · 4,528 sh | 4,528 | $710.0K | — | 0.0% |
| 760 | Stablepoint Partners#760 · 4,530 sh | 4,530 | $709.9K | 0.10% | 0.0% |
| 761 | Klingman & Associates#761 · 4,523 sh | 4,523 | $708.8K | — | +5.4% |
| 762 | Pure Financial Advisors#762 · 4,515 sh | 4,515 | $707.6K | <0.01% | +12.6% |
| 763 | Ausdal Financial Partners#763 · 4,509 sh | 4,509 | $706.6K | 0.03% | +11.6% |
| 764 | Cyndeo Wealth Partners#764 · 4,490 sh | 4,490 | $703.7K | — | -3.4% |
| 765 | WASHINGTON#765 · 4,467 sh | 4,467 | $700.1K | — | 0.0% |
| 766 | Indivisible Partners#766 · 4,463 sh | 4,463 | $699.4K | — | +62.0% |
| 767 | ANGELES WEALTH MANAGEMENT#767 · 4,448 sh | 4,448 | $697.2K | — | +3.8% |
| 768 | Freestone Capital#768 · 4,448 sh | 4,448 | $697.1K | 0.02% | -18.2% |
| 769 | Miracle Mile Advisors#769 · 4,439 sh | 4,439 | $695.7K | <0.01% | +8.6% |
| 770 | Federation des caisses Desjardins du Quebec#770 · 4,431 sh | 4,431 | $694.4K | <0.01% | -7.7% |
| 771 | HBK Sorce Advisory#771 · 4,494 sh | 4,494 | $694.1K | 0.01% | -1.4% |
| 772 | MARINO, STRAM & ASSOCIATES#772 · 4,413 sh | 4,413 | $691.7K | — | 0.0% |
| 773 | WEDBUSH SECURITIES#773 · 4,405 sh | 4,405 | $690.0K | — | +1.9% |
| 774 | Opal Wealth Advisors#774 · 4,383 sh | 4,383 | $686.9K | — | -5.4% |
| 775 | D'Orazio & Associates#775 · 4,370 sh | 4,370 | $684.9K | 0.08% | +4.4% |
| 776 | Shah Wealth Advisors#776 · 4,346 sh | 4,346 | $681.1K | 0.16% | — |
| 777 | Mesirow Financial Investment Management#777 · 4,341 sh | 4,341 | $680.4K | 0.01% | -49.9% |
| 778 | Bedel Financial Consulting#778 · 4,326 sh | 4,326 | $678.0K | 0.06% | -7.6% |
| 779 | First City Capital Management#779 · 4,298 sh | 4,298 | $673.5K | — | -0.5% |
| 780 | ASPIRIANT#780 · 4,290 sh | 4,290 | $672.3K | — | +48.0% |
| 781 | Clear Harbor Asset Management#781 · 4,273 sh | 4,273 | $669.7K | 0.04% | -2.0% |
| 782 | ANCHYRA PARTNERS#782 · 4,265 sh | 4,265 | $668.4K | — | +2.3% |
| 783 | CAMBIENT FAMILY OFFICE#783 · 4,264 sh | 4,264 | $668.3K | 0.08% | 0.0% |
| 784 | RNC CAPITAL MANAGEMENT#784 · 4,261 sh | 4,261 | $667.8K | 0.03% | -5.2% |
| 785 | Mill Capital Management#785 · 4,205 sh | 4,205 | $659.0K | — | -4.2% |
| 786 | ALTFEST L J#786 · 4,193 sh | 4,193 | $657.1K | — | +11.0% |
| 787 | WESBANCO BANK#787 · 4,191 sh | 4,191 | $656.8K | 0.02% | -1.7% |
| 788 | Greenspring Advisors#788 · 4,173 sh | 4,173 | $654.0K | 0.04% | -11.8% |
| 789 | PFG Investments#789 · 4,173 sh | 4,173 | $653.9K | 0.03% | +1.8% |
| 790 | Mutual Advisors#790 · 4,166 sh | 4,166 | $653.0K | 0.01% | +10.4% |
| 791 | Convergence Financial#791 · 4,154 sh | 4,154 | $651.0K | — | -11.0% |
| 792 | Pinnacle West Asset Management#792 · 4,155 sh | 4,155 | $651.0K | 0.45% | 0.0% |
| 793 | CreativeOne Wealth#793 · 4,131 sh | 4,131 | $647.5K | 0.01% | +19.3% |
| 794 | Cromwell#794 · 4,117 sh | 4,117 | $645.2K | 0.29% | 0.0% |
| 795 | THORNBURG INVESTMENT MANAGEMENT#795 · 4,114 sh | 4,114 | $644.7K | <0.01% | 0.0% |
| 796 | First Command Advisory Services#796 · 4,108 sh | 4,108 | $643.8K | <0.01% | +285.0% |
| 797 | Advisor OS#797 · 4,102 sh | 4,102 | $642.9K | 0.04% | -4.8% |
| 798 | Optas#798 · 4,098 sh | 4,098 | $642.2K | 0.09% | +6.5% |
| 799 | BAKER TILLY WEALTH MANAGEMENT#799 · 4,097 sh | 4,097 | $642.1K | — | -3.1% |
| 800 | Argyle Capital Partners#800 · 4,094 sh | 4,094 | $641.6K | — | 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.