Position in NVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,766,024
+$3,234,755 QoQ
Shares Held
330,309
+4.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#56
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 1%
None 7%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $5,426,093,696 across 17 Drug Manufacturers - General names. NVS ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
4,454,737 | $1,131,369,551 | |
| 2 | MRK |
Merck & Co., Inc.
|
8,169,394 | $1,049,767,127 | |
| 3 | LLY |
ELI LILLY & Co
|
786,902 | $943,833,942 | |
| 4 | ABBV |
AbbVie Inc.
|
3,625,155 | $912,234,002 | |
| 5 | AMGN |
Amgen Inc
|
1,548,229 | $560,644,681 | |
| 6 | PFE |
Pfizer Inc
|
9,980,325 | $240,326,222 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,152,519 | $145,609,245 | |
| 8 | AZN |
Astrazeneca PLC
|
670,847 | $127,206,004 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,766,024 | 330,309 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $48,531,269 | 317,717 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $37,553,303 | 272,382 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,925,875 | 256,752 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $29,447,176 | 243,345 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,847,414 | 231,857 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $21,544,041 | 221,396 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,192,482 | 219,027 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,435,697 | 210,743 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,088,856 | 259,370 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,273,798 | 250,310 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $25,636,223 | 251,681 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24,845,351 | 246,213 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,523,428 | 266,559 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,553,812 | 259,632 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,645,441 | 284,771 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,592,755 | 361,916 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $32,841,752 | 374,265 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,237,588 | 345,691 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,692,925 | 363,083 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,869,417 | 327,372 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $28,559,548 | 334,108 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $37,618,925 | 398,379 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $34,613,642 | 398,041 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $33,869,487 | 387,789 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,410,422 | 417,349 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||