DOSSIER · 13F Holders · Q2 2026

NOVARTIS AG

2 institutions still hold NOVARTIS AG as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP H5820Q150·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
2
filers reporting
Concentration
60.74%
PARTNERS CAPITAL INVESTMENT GROUP, LLP #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported NOVARTIS AG in Q2 2026. PARTNERS CAPITAL INVESTMENT GROUP, LLP leads at 60.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$4M24K0.13%Q2 2026
02
Generali Investments CEE, investicni spolecnost, a.s.
CIK 0002047540
$2M16K0.12%Q2 2026