Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$104,418,147
+$9,647,923 QoQ
Shares Held
666,272
+7.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $5,886,151,720 across 17 Drug Manufacturers - General names. NVS ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,274,807 | $1,529,041,887 | |
| 2 | JNJ |
Johnson & Johnson
|
5,055,143 | $1,283,854,667 | |
| 3 | ABBV |
AbbVie Inc.
|
4,096,323 | $1,030,798,719 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,836,733 | $493,020,190 | |
| 5 | AMGN |
Amgen Inc
|
1,188,164 | $430,257,947 | |
| 6 | PFE |
Pfizer Inc
|
13,919,821 | $335,189,289 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,265,381 | $188,151,253 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
969,813 | $122,526,174 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,418,147 | 666,272 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $94,770,224 | 620,427 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $83,790,216 | 607,748 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $70,728,848 | 551,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,675,853 | 460,093 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,949,122 | 465,995 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $43,810,810 | 450,219 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $49,641,366 | 431,589 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $42,806,927 | 402,094 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $34,924,173 | 361,048 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,937,841 | 346,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,618,078 | 330,042 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,849,434 | 325,532 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,539,924 | 299,347 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $29,154,958 | 321,373 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $23,617,371 | 310,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,457,034 | 324,820 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,496,465 | 279,162 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,912,634 | 250,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,765,747 | 266,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,098,582 | 264,123 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $22,869,917 | 267,547 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,727,075 | 272,446 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,731,444 | 215,403 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $19,202,310 | 219,857 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,065,418 | 206,979 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||