STIFEL FINANCIAL CORP

Position in NVS — Novartis AG

CIK 720672 ST. LOUIS, MO

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Position in NVS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$48,531,269

+$10,977,966 QoQ

Shares Held

317,717

+16.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.39706090640412.ToString("F0")% Shared 0.6294910250317106.ToString("F0")% None 7.973448068564163.ToString("F0")%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $5,042,614,731 across 16 Drug Manufacturers - General names. NVS ranks #10 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	4,489,121	$1,097,320,733
2	MRK	Merck & Co., Inc.	8,291,826	$997,423,745
3	ABBV	AbbVie Inc.	3,732,204	$811,717,043
4	LLY	ELI LILLY & Co	779,157	$716,645,230
5	AMGN	Amgen Inc	1,555,021	$547,134,134
6	PFE	Pfizer Inc	9,769,180	$274,318,571
7	GILD	Gilead Sciences, Inc.	1,202,321	$167,567,475
8	AZN	Astrazeneca PLC	684,404	$134,978,154

All Filings in NVS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,531,269	317,717	+16.6%	Shares	Defined	2026-05-12
2025-12-31	$37,553,303	272,382	+6.1%	Shares	Defined	2026-02-13
2025-09-30	$32,925,875	256,752	+5.5%	Shares	Defined	2025-11-12
2025-06-30	$29,447,176	243,345	+5.0%	Shares	Defined	2025-08-14
2025-03-31	$25,847,414	231,857	+4.7%	Shares	Defined	2025-05-14
2024-12-31	$21,544,041	221,396	+1.1%	Shares	Defined	2025-02-13
2024-09-30	$25,192,482	219,027	+3.9%	Shares	Defined	2024-11-14
2024-06-30	$22,435,697	210,743	-18.7%	Shares	Defined	2024-08-13
2024-03-31	$25,088,856	259,370	+3.6%	Shares	Defined	2024-05-14
2023-12-31	$25,273,798	250,310	-0.5%	Shares	Defined	2024-02-12
2023-09-30	$25,636,223	251,681	+2.2%	Shares	Defined	2023-11-13
2023-06-30	$24,845,351	246,213	-7.6%	Shares	Defined	2023-08-14
2023-03-31	$24,523,428	266,559	+2.7%	Shares	Defined	2023-05-12
2022-12-31	$23,553,812	259,632	-8.8%	Shares	Defined	2023-02-13
2022-09-30	$21,645,441	284,771	-21.3%	Shares	Defined	2022-11-14
2022-06-30	$30,592,755	361,916	-3.3%	Shares	Defined	2022-08-15
2022-03-31	$32,841,752	374,265	+8.3%	Shares	Defined	2022-05-13
2021-12-31	$30,237,588	345,691	-4.8%	Shares	Defined	2022-02-14
2021-09-30	$29,692,925	363,083	+10.9%	Shares	Defined	2021-11-15
2021-06-30	$29,869,417	327,372	-2.0%	Shares	Defined	2021-08-13
2021-03-31	$28,559,548	334,108	-16.1%	Shares	Defined	2021-05-14
2020-12-31	$37,618,925	398,379	+0.1%	Shares	Defined	2021-02-12
2020-09-30	$34,613,642	398,041	+2.6%	Shares	Defined	2020-11-16
2020-06-30	$33,869,487	387,789	-7.1%	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.