NOVARTIS AG (NVS) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,634
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Capital Analysts#801 · 4,070 sh | 4,070 | $638.0K | 0.01% | 0.0% |
| 802 | IFP Advisors#802 · 4,068 sh | 4,068 | $637.5K | — | +10.6% |
| 803 | EverSource Wealth Advisors#803 · 4,064 sh | 4,064 | $636.9K | 0.02% | +19.3% |
| 804 | Spears Abacus Advisors#804 · 4,047 sh | 4,047 | $634.2K | 0.01% | 0.0% |
| 805 | S.A. Mason#805 · 4,040 sh | 4,040 | $633.1K | — | 0.0% |
| 806 | OARSMAN CAPITAL#806 · 4,006 sh | 4,006 | $627.8K | 0.07% | -7.3% |
| 807 | Verdence Capital Advisors#807 · 4,005 sh | 4,005 | $627.7K | — | +119.0% |
| 808 | SEVEN MILE ADVISORY#808 · 3,996 sh | 3,996 | $626.3K | — | -0.7% |
| 809 | Hexagon Capital Partners#809 · 3,990 sh | 3,990 | $625.3K | 0.09% | +5.5% |
| 810 | SYM FINANCIAL#810 · 3,984 sh | 3,984 | $624.4K | — | +12.7% |
| 811 | KINGSWOOD WEALTH ADVISORS#811 · 3,959 sh | 3,959 | $620.4K | — | +48.0% |
| 812 | Keebeck Wealth Management#812 · 3,950 sh | 3,950 | $619.0K | 0.06% | +45.3% |
| 813 | Violich Capital Management#813 · 3,947 sh | 3,947 | $618.6K | — | -2.5% |
| 814 | FIDUCIARY FINANCIAL GROUP#814 · 3,929 sh | 3,929 | $615.8K | — | +1.0% |
| 815 | Private Wealth Asset Management#815 · 3,927 sh | 3,927 | $615.4K | 0.06% | -4.8% |
| 816 | Qtron Investments#816 · 3,917 sh | 3,917 | $613.9K | 0.08% | -59.6% |
| 817 | GTS SECURITIES#817 · 3,897 sh | 3,897 | $610.7K | 0.01% | New |
| 818 | Smith, Salley & Associates#818 · 3,892 sh | 3,892 | $610.0K | 0.03% | 0.0% |
| 819 | RIVERSEDGE ADVISORS#819 · 3,883 sh | 3,883 | $608.5K | — | +12.3% |
| 820 | Dakota Wealth Management#820 · 3,867 sh | 3,867 | $606.0K | 0.01% | -1.0% |
| 821 | Three Seasons Wealth#821 · 3,857 sh | 3,857 | $604.5K | 0.06% | +13.4% |
| 822 | Expressive Wealth#822 · 3,853 sh | 3,853 | $603.8K | 0.57% | +10.8% |
| 823 | BURKE & HERBERT BANK#823 · 3,847 sh | 3,847 | $602.9K | 0.15% | -2.5% |
| 824 | Foster Group#824 · 3,834 sh | 3,834 | $600.9K | — | +10.0% |
| 825 | MW ADVISORY#825 · 3,834 sh | 3,834 | $600.9K | — | — |
| 826 | Interchange Capital Partners#826 · 3,832 sh | 3,832 | $600.6K | 0.11% | +92.1% |
| 827 | Twin Lakes Capital Management#827 · 3,830 sh | 3,830 | $600.3K | 0.23% | 0.0% |
| 828 | Verity Asset Management#828 · 3,823 sh | 3,823 | $599.1K | 0.23% | +92.3% |
| 829 | MOSAIC FAMILY WEALTH PARTNERS#829 · 3,812 sh | 3,812 | $597.4K | 0.04% | +7.2% |
| 830 | Southland Equity Partners#830 · 3,807 sh | 3,807 | $596.6K | — | +3.3% |
| 831 | KNIGHTSBRIDGE ASSET MANAGEMENT#831 · 4,324 sh | 4,324 | $596.2K | 0.08% | -19.7% |
| 832 | CV Advisors#832 · 3,800 sh | 3,800 | $595.5K | — | New |
| 833 | Strategic Investment Advisors / MI#833 · 3,798 sh | 3,798 | $595.2K | 0.04% | -2.2% |
| 834 | Split Creek DBA Split Creek Capital#834 · 3,791 sh | 3,791 | $594.1K | 0.55% | +2.8% |
| 835 | Hollow Brook Wealth Management#835 · 3,788 sh | 3,788 | $593.7K | 0.12% | 0.0% |
| 836 | Roxbury Financial#836 · 3,782 sh | 3,782 | $592.8K | — | +1.5% |
| 837 | Aull & Monroe Investment Management#837 · 3,771 sh | 3,771 | $591.0K | — | 0.0% |
| 838 | ClearAlpha Technologies#838 · 3,757 sh | 3,757 | $588.8K | 1.01% | +0.6% |
| 839 | Intergy Private Wealth#839 · 3,740 sh | 3,740 | $586.1K | — | +10.1% |
| 840 | Aspen Investment Management#840 · 3,736 sh | 3,736 | $586.0K | 0.16% | 0.0% |
| 841 | New Republic Capital#841 · 3,729 sh | 3,729 | $584.4K | 0.13% | +6.7% |
| 842 | ACORN CREEK CAPITAL#842 · 3,727 sh | 3,727 | $584.1K | 0.20% | -2.4% |
| 843 | Grove Bank#843 · 3,722 sh | 3,722 | $583.3K | — | -4.1% |
| 844 | Hemenway#844 · 3,700 sh | 3,700 | $579.9K | 0.04% | 0.0% |
| 845 | PATTON ALBERTSON MILLER GROUP#845 · 3,695 sh | 3,695 | $579.1K | — | -2.3% |
| 846 | DAVIDSON#846 · 3,685 sh | 3,685 | $577.5K | — | 0.0% |
| 847 | Prosperity Consulting Group#847 · 3,684 sh | 3,684 | $577.4K | 0.02% | +30.0% |
| 848 | JACKSON SQUARE CAPITAL#848 · 3,643 sh | 3,643 | $570.9K | — | +1.2% |
| 849 | Perennial Investment Advisors#849 · 3,638 sh | 3,638 | $570.0K | 0.04% | +0.6% |
| 850 | Institute for Wealth Management#850 · 3,614 sh | 3,614 | $566.5K | 0.05% | -0.6% |
| 851 | Avail Investment Partners#851 · 3,614 sh | 3,614 | $566.4K | — | +52.2% |
| 852 | TRED AVON FAMILY WEALTH#852 · 3,612 sh | 3,612 | $566.1K | — | -10.8% |
| 853 | KANAWHA CAPITAL MANAGEMENT#853 · 3,608 sh | 3,608 | $565.5K | — | +10.0% |
| 854 | INDEPENDENT FINANCIAL GROUP#854 · 3,562 sh | 3,562 | $558.2K | — | -15.3% |
| 855 | James T. Borello RIA#855 · 3,560 sh | 3,560 | $557.9K | — | +0.9% |
| 856 | Cohen Investment Advisors#856 · 3,555 sh | 3,555 | $557.1K | — | -2.2% |
| 857 | Pinnacle Bancorp#857 · 3,551 sh | 3,551 | $556.5K | — | +9.3% |
| 858 | Harbour Capital Advisors#858 · 3,599 sh | 3,599 | $554.4K | — | -1.5% |
| 859 | CoreFirst Bank#859 · 3,525 sh | 3,525 | $552.4K | 0.27% | +1.0% |
| 860 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#860 · 3,517 sh | 3,517 | $551.2K | — | -1.4% |
| 861 | Gallacher Capital Management#861 · 3,514 sh | 3,514 | $550.8K | 0.31% | -44.0% |
| 862 | OneAscent Family Office#862 · 3,508 sh | 3,508 | $549.8K | 0.28% | +13.3% |
| 863 | Pinnacle Wealth Management Advisory Group#863 · 3,504 sh | 3,504 | $549.1K | — | -2.2% |
| 864 | YHB Investment Advisors#864 · 3,503 sh | 3,503 | $549.0K | — | -1.4% |
| 865 | Cherokee Insurance#865 · 3,500 sh | 3,500 | $548.5K | 0.21% | 0.0% |
| 866 | Newman Dignan & Sheerar#866 · 3,499 sh | 3,499 | $548.4K | — | 0.0% |
| 867 | Crew Capital Management, Ltd.#867 · 3,499 sh | 3,499 | $548.4K | 0.30% | 0.0% |
| 868 | 55 North Private Wealth#868 · 3,497 sh | 3,497 | $548.1K | — | +37.7% |
| 869 | Burns Matteson Capital Management#869 · 3,477 sh | 3,477 | $544.9K | — | +0.9% |
| 870 | NWAM#870 · 3,473 sh | 3,473 | $544.3K | 0.03% | -1.3% |
| 871 | Canopy Partners#871 · 3,458 sh | 3,458 | $541.9K | 0.16% | -0.6% |
| 872 | INVESTED ADVISORS#872 · 3,455 sh | 3,455 | $541.5K | — | -10.3% |
| 873 | Verity & Verity#873 · 3,453 sh | 3,453 | $541.2K | — | -0.7% |
| 874 | Heck Capital Advisors#874 · 3,415 sh | 3,415 | $535.2K | — | +0.1% |
| 875 | Inscription Capital#875 · 3,412 sh | 3,412 | $534.8K | 0.05% | +20.4% |
| 876 | VIEWPOINT INVESTMENT PARTNERS#876 · 3,400 sh | 3,400 | $532.8K | — | 0.0% |
| 877 | Chicago Partners Investment Group#877 · 3,408 sh | 3,408 | $532.1K | — | +5.9% |
| 878 | Round Hill Asset Management#878 · 3,392 sh | 3,392 | $531.6K | 0.33% | 0.0% |
| 879 | Revisor Wealth Management#879 · 3,364 sh | 3,364 | $527.2K | — | -1.8% |
| 880 | Michels Family Financial#880 · 3,342 sh | 3,342 | $523.8K | 0.34% | 0.0% |
| 881 | LCM Capital Management#881 · 3,341 sh | 3,341 | $523.6K | — | +2.1% |
| 882 | CPWA#882 · 3,337 sh | 3,337 | $523.0K | 0.61% | 0.0% |
| 883 | Range Financial Group#883 · 3,335 sh | 3,335 | $522.7K | — | +0.9% |
| 884 | Severin Investments#884 · 3,333 sh | 3,333 | $522.3K | 0.39% | +7.6% |
| 885 | Hendershot Investments#885 · 3,331 sh | 3,331 | $522.0K | 0.07% | 0.0% |
| 886 | Axiom Investment Management#886 · 3,326 sh | 3,326 | $521.3K | 0.35% | 0.0% |
| 887 | MCDANIEL TERRY#887 · 3,325 sh | 3,325 | $521.1K | 0.04% | 0.0% |
| 888 | Latitude Advisors#888 · 3,315 sh | 3,315 | $519.6K | — | -1.6% |
| 889 | ARVEST INVESTMENTS#889 · 3,314 sh | 3,314 | $519.4K | — | -2.1% |
| 890 | MQS Management#890 · 3,314 sh | 3,314 | $519.4K | 0.63% | New |
| 891 | Paul Damon & Associates#891 · 3,309 sh | 3,309 | $518.6K | 0.20% | +12.4% |
| 892 | Haven Private#892 · 3,296 sh | 3,296 | $516.5K | — | -9.8% |
| 893 | AlTi Global#893 · 3,280 sh | 3,280 | $514.0K | 0.01% | -11.7% |
| 894 | Elmwood Wealth Management#894 · 3,278 sh | 3,278 | $513.7K | — | +1.2% |
| 895 | Mondrian Investment Partners LTD#895 · 3,273 sh | 3,273 | $513.0K | — | +39.1% |
| 896 | REGATTA CAPITAL GROUP#896 · 3,273 sh | 3,273 | $513.0K | — | -4.3% |
| 897 | BEACON INVESTMENT ADVISORY SERVICES#897 · 3,260 sh | 3,260 | $510.9K | — | -1.5% |
| 898 | Cetera Company, N.A#898 · 3,252 sh | 3,252 | $509.7K | 0.26% | -3.0% |
| 899 | King Wealth Management Group#899 · 3,251 sh | 3,251 | $509.0K | 0.06% | +1.6% |
| 900 | TWO SIGMA SECURITIES#900 · 3,246 sh | 3,246 | $508.7K | 0.04% | New |
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.