Novartis AG — Institutional Ownership
Which tracked institutions hold NVS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
56
Funds holding
$6585592504
Total value held
Buying
28 added/new · 24 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $1367668742 | 8726827 | +199790 | +2.34% |
| 2 | Bank Of America Corp /De/ | $769485483 | 4909938 | -52856 | -1.07% |
| 3 | Franklin Resources Inc | $509540721 | 3251281 | -158663 | -4.65% |
| 4 | Blackrock, Inc. | $477680623 | 3047988 | +98228 | +3.33% |
| 5 | Goldman Sachs Group Inc | $467051980 | 2980168 | -3545603 | -54.33% |
| 6 | Northern Trust Corp | $437678996 | 2792745 | +6517 | +0.23% |
| 7 | Jpmorgan Chase & Co | $356854530 | 2264447 | +459771 | +25.48% |
| 8 | Janus Henderson Group Plc | $347649414 | 2275938 | +2275938 | NEW BUY |
| 9 | Wells Fargo & Company/Mn | $286612328 | 1828817 | -66860 | -3.53% |
| 10 | Raymond James Financial Inc | $282305523 | 1801337 | -130536 | -6.76% |
| 11 | Principal Financial Group Inc | $245391740 | 1565796 | +33007 | +2.15% |
| 12 | Ubs Group Ag | $185622616 | 1184422 | +1184422 | NEW BUY |
| 13 | Truist Financial Corp | $151814750 | 968701 | +26883 | +2.85% |
| 14 | Royal Bank Of Canada | $100095000 | 638682 | +19972 | +3.23% |
| 15 | Sei Investments Co | $92707159 | 591566 | -27708 | -4.47% |
| 16 | Ameriprise Financial Inc | $79690344 | 508398 | +508398 | NEW BUY |
| 17 | Citigroup Inc | $65607100 | 418626 | +347292 | +486.85% |
| 18 | Stifel Financial Corp | $51767194 | 330309 | +330309 | NEW BUY |
| 19 | Bank Of New York Mellon Corp | $51552792 | 328948 | +1131 | +0.35% |
| 20 | Us Bancorp \De\ | $41090119 | 262178 | -6680 | -2.48% |
| 21 | First Financial Bankshares Inc | $36721847 | 234315 | +9532 | +4.24% |
| 22 | Pnc Financial Services Group, Inc. | $34929878 | 222881 | +2747 | +1.25% |
| 23 | M&T Bank Corp | $28736370 | 183359 | +29775 | +19.39% |
| 24 | Invesco Ltd. | $23046298 | 147054 | +147054 | NEW BUY |
| 25 | Bank Of Montreal /Can/ | $16444988 | 104932 | -154413 | -59.54% |
| 26 | Barclays Plc | $16130719 | 102927 | +26154 | +34.07% |
| 27 | Nomura Holdings Inc | $14733090 | 94009 | -5004 | -5.05% |
| 28 | Federated Hermes, Inc. | $8831329 | 56351 | +56351 | NEW BUY |
| 29 | State Street Corp | $8013695 | 50661 | -1335231 | -96.34% |
| 30 | Fifth Third Bancorp | $5044190 | 32186 | -3425 | -9.62% |
| 31 | Atlantic Union Bankshares Corp | $4164835 | 26575 | -1668 | -5.91% |
| 32 | Pinnacle Financial Partners, Inc. | $3094124 | 19742 | -1012 | -4.88% |
| 33 | Regions Financial Corp | $2436526 | 15547 | +1157 | +8.04% |
| 34 | Park National Corp /Oh/ | $2212727 | 14119 | -44 | -0.31% |
| 35 | Equitable Holdings, Inc. | $1834019 | 11702 | -14872 | -55.96% |
| 36 | Old National Bancorp /In/ | $1542751 | 9844 | -20 | -0.20% |
| 37 | Cullen/Frost Bankers, Inc. | $1483091 | 9463 | +9463 | NEW BUY |
| 38 | Lcnb Corp | $1359233 | 8673 | -533 | -5.79% |
| 39 | Hilltop Holdings Inc. | $1313784 | 8383 | -600 | -6.68% |
| 40 | Associated Banc-Corp | $1103152 | 7039 | -235 | -3.23% |
| 41 | Southstate Bank Corp | $1100331 | 7021 | +7021 | NEW BUY |
| 42 | First Horizon Corp | $1044382 | 6664 | +6664 | NEW BUY |
| 43 | Alti Global, Inc. | $514042 | 3280 | -434 | -11.69% |
| 44 | Stonex Group Inc. | $429792 | 2818 | +2818 | NEW BUY |
| 45 | Enterprise Financial Services Corp | $326133 | 2081 | -28 | -1.33% |
| 46 | Peoples Financial Services Corp. | $266893 | 1703 | -33 | -1.90% |
| 47 | Jefferies Financial Group Inc. | $247304 | 1578 | +1578 | NEW BUY |
| 48 | Nicolet Bankshares Inc | $235080 | 1500 | — | Held |
| 49 | Tompkins Financial Corp | $138540 | 884 | +53 | +6.38% |
| 50 | First Financial Corp /In/ | $93875 | 599 | — | Held |
| 51 | First Bancorp, Inc /Me/ | $56732 | 362 | +362 | NEW BUY |
| 52 | South Plains Financial, Inc. | $46389 | 296 | — | Held |
| 53 | City Holding Co | $29775 | 190 | +55 | +40.74% |
| 54 | Toronto Dominion Bank | $12000 | 75 | — | Held |
| 55 | Peapack Gladstone Financial Corp | $3807 | 24292 | -10 | -0.04% |
| 56 | Community Financial System, Inc. | $3629 | 38554 | -650 | -1.66% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.