Novartis AG
NVS- 交易所
- NYSE
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001114448
近 90 天，Novartis AG 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,626 家機構在 13F 申報持有，市值合計 $212.7 億；大師中只有Maverick 資本持有。
其他股別NVSEF
2025 年第 1 季 13F 持有人
Novartis AG 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,361
- 較 2024 年第 4 季 +40 家
- 持有股數
- 1.39 億
- 較 2024 年第 4 季 +891.9 萬 (+6.8%)
- 總市值
- $153.9 億
- 較 2024 年第 4 季 +$26.9 億 (+21.2%)
- 新進機構
- 121
- 另有 430 家加碼
- 清倉機構
- 81
- 另有 508 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NVS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,626 | $212.7 億 |
| 2026 年第 1 季 | 1,605 | $220.3 億 |
| 2025 年第 4 季 | 1,515 | $183.8 億 |
| 2025 年第 3 季 | 1,405 | $171.9 億 |
| 2025 年第 2 季 | 1,387 | $161.6 億 |
| 2025 年第 1 季 | 1,361 | $153.9 億 |
| 2024 年第 4 季 | 1,345 | $127.1 億 |
| 2024 年第 3 季 | 1,314 | $152.1 億 |
| 2024 年第 2 季 | 1,309 | $146.7 億 |
| 2024 年第 1 季 | 1,254 | $135.8 億 |
| 2023 年第 4 季 | 1,274 | $142.5 億 |
| 2023 年第 3 季 | 1,225 | $151.0 億 |
| 2023 年第 2 季 | 1,203 | $149.5 億 |
| 2023 年第 1 季 | 1,182 | $151.8 億 |
| 2022 年第 4 季 | 1,183 | $154.9 億 |
| 2022 年第 3 季 | 1,088 | $136.6 億 |
| 2022 年第 2 季 | 1,142 | $168.8 億 |
| 2022 年第 1 季 | 1,137 | $182.6 億 |
| 2021 年第 4 季 | 1,147 | $184.9 億 |
| 2021 年第 3 季 | 1,083 | $179.8 億 |
| 2021 年第 2 季 | 1,123 | $197.8 億 |
| 2021 年第 1 季 | 1,138 | $186.5 億 |
2025 年第 1 季持有機構
每家機構持有 Novartis AG 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2,613 | $29.1 萬 | 0.01% | +272+11.6% | 加碼 |
| Southeast Asset Advisors Inc. | 2,620 | $29.2 萬 | 0.04% | 00.0% | 不變 |
| J Hagan Capital, Inc. | 3,010 | $29.3 萬 | 0.24% | +3,010 | 新進 |
| Gateway Investment Advisers LLC | 2,642 | $29.5 萬 | 0.00% | +2,642 | 新進 |
| Magnus Financial Group LLC | 2,649 | $29.5 萬 | 0.03% | +4+0.2% | 加碼 |
| Elmwood Wealth Management, Inc. | 2,651 | $29.6 萬 | 0.12% | −51−1.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 2,651 | $29.6 萬 | 0.07% | 00.0% | 不變 |
| Roundview Capital LLC | 2,658 | $29.6 萬 | 0.02% | −149−5.3% | 減碼 |
| Legacy Capital Group California, Inc. | 2,684 | $29.9 萬 | 0.10% | −78−2.8% | 減碼 |
| Kapstone Financial Advisors LLC | 2,695 | $30.0 萬 | 0.17% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 2,697 | $30.1 萬 | 0.08% | +161+6.3% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 2,700 | $30.1 萬 | 0.06% | 00.0% | 不變 |
| Capital Market Strategies LLC | 2,700 | $30.1 萬 | 0.20% | 00.0% | 不變 |
| Paradigm Capital Management, LLC | 2,700 | $30.1 萬 | 0.31% | −245−8.3% | 減碼 |
| Philadelphia Trust Co | 2,700 | $30.1 萬 | 0.03% | −14−0.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,711 | $30.2 萬 | 0.02% | +2,711 | 新進 |
| Alaska Permanent Fund Corp | 2,673 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 2,725 | $30.4 萬 | 0.00% | +125+4.8% | 加碼 |
| Northstar Group, Inc. | 2,729 | $30.4 萬 | 0.05% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,733 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| LRI Investments, LLC | 2,734 | $30.5 萬 | 0.03% | 00.0% | 不變 |
| Addison Advisors LLC | 2,736 | $30.5 萬 | 0.08% | −52−1.9% | 減碼 |
| Intergy Private Wealth, LLC | 2,757 | $30.7 萬 | 0.12% | +104+3.9% | 加碼 |
| IHT Wealth Management, LLC | 2,758 | $30.7 萬 | 0.01% | +355+14.8% | 加碼 |
| Aprio Wealth Management, LLC | 2,762 | $30.8 萬 | 0.04% | +2,762 | 新進 |
| Occidental Asset Management, LLC | 2,768 | $30.9 萬 | 0.05% | +78+2.9% | 加碼 |
| Essex Investment Management Co LLC | 2,775 | $30.9 萬 | 0.06% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 2,778 | $31.0 萬 | 0.01% | −2,767−49.9% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Flywheel Private Wealth LLC | 2,797 | $31.2 萬 | 0.28% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 2,800 | $31.2 萬 | 0.22% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,807 | $31.3 萬 | 0.01% | −269−8.7% | 減碼 |
| Global Trust Asset Management, LLC | 2,822 | $31.5 萬 | 0.19% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 2,828 | $31.5 萬 | 0.07% | +104+3.8% | 加碼 |
| Brady Family Wealth, LLC | 2,831 | $31.6 萬 | 0.10% | 00.0% | 不變 |
| Argent Advisors, Inc. | 2,863 | $31.9 萬 | 0.11% | +190+7.1% | 加碼 |
| one8zero8, LLC | 2,864 | $31.9 萬 | 0.08% | 00.0% | 不變 |
| Vicus Capital | 2,866 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,870 | $32.0 萬 | 0.09% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 2,878 | $32.1 萬 | 0.13% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,857 | $32.2 萬 | 0.03% | +87+3.1% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 2,893 | $32.3 萬 | 0.18% | +145+5.3% | 加碼 |
| Genus Capital Management Inc. | 2,895 | $32.3 萬 | 0.05% | +2,895 | 新進 |
| Gibbs Wealth Management | 2,899 | $32.3 萬 | 0.08% | +651+29.0% | 加碼 |
| Tompkins Financial Corp | 2,910 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| Carr Financial Group Corp | 2,923 | $32.6 萬 | 0.11% | −2,357−44.6% | 減碼 |
| BKD Wealth Advisors, LLC | 2,926 | $32.6 萬 | 0.01% | +190+6.9% | 加碼 |
| Wulff, Hansen & Co. | 2,930 | $32.7 萬 | 0.30% | −15−0.5% | 減碼 |
| Watershed Private Wealth LLC | 2,930 | $32.7 萬 | 0.13% | +2,930 | 新進 |
| PFG Investments, LLC | 2,938 | $32.8 萬 | 0.02% | −116−3.8% | 減碼 |
| Almanack Investment Partners, LLC. | 2,943 | $32.8 萬 | 0.07% | −104−3.4% | 減碼 |
| Thomasville National Bank | 2,944 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 2,858 | $33.0 萬 | 0.03% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 2,960 | $33.0 萬 | 0.07% | −78−2.6% | 減碼 |
| Graypoint LLC | 2,968 | $33.1 萬 | 0.02% | −389−11.6% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 2,969 | $33.1 萬 | 0.10% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 2,970 | $33.1 萬 | 0.16% | +265+9.8% | 加碼 |
| Crestwood Advisors Group LLC | 2,970 | $33.1 萬 | 0.01% | +661+28.6% | 加碼 |
| Convergence Financial, LLC | 2,997 | $33.4 萬 | 0.07% | −855−22.2% | 減碼 |
| Focus Financial Network, Inc. | 3,001 | $33.5 萬 | 0.01% | −54−1.8% | 減碼 |
| Beacon Investment Advisors LLC | 3,001 | $33.5 萬 | 0.16% | +10.0% | 加碼 |
| Sentry LLC | 3,010 | $33.6 萬 | 0.07% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,010 | $33.6 萬 | 0.22% | +700+30.3% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $33.6 萬 | 0.38% | −352−10.5% | 減碼 |
| Sage Mountain Advisors LLC | 3,011 | $33.6 萬 | 0.02% | +196+7.0% | 加碼 |
| Range Financial Group LLC | 3,019 | $33.7 萬 | 0.15% | −98−3.1% | 減碼 |
| Personal Cfo Solutions, LLC | 3,021 | $33.7 萬 | 0.07% | −1,887−38.4% | 減碼 |
| First Citizens Bank & Trust Co | 3,029 | $33.8 萬 | 0.01% | +345+12.9% | 加碼 |
| Perennial Investment Advisors, LLC | 3,029 | $33.8 萬 | 0.04% | +3,029 | 新進 |
| Spire Wealth Management | 3,032 | $33.8 萬 | 0.01% | +446+17.2% | 加碼 |
| Klingman & Associates, LLC | 3,033 | $33.8 萬 | 0.02% | +325+12.0% | 加碼 |
| Foster Group, Inc. | 3,039 | $33.9 萬 | 0.01% | +916+43.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,041 | $33.9 萬 | 0.01% | +252+9.0% | 加碼 |
| Dillon & Associates Inc | 3,061 | $34.0 萬 | 0.05% | −73−2.3% | 減碼 |
| Belmont Capital, LLC | 3,058 | $34.1 萬 | 0.06% | 00.0% | 不變 |
| Canopy Partners, LLC | 3,063 | $34.1 萬 | 0.13% | −75−2.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 2,977 | $34.4 萬 | 0.01% | −201−6.3% | 減碼 |
| Busey Wealth Management | 3,083 | $34.4 萬 | 0.01% | +233+8.2% | 加碼 |
| TigerOak Management, L.L.C. | 3,084 | $34.4 萬 | 0.13% | −12−0.4% | 減碼 |
| West Coast Financial LLC | 3,084 | $34.4 萬 | 0.04% | 00.0% | 不變 |
| Haven Private, LLC | 3,088 | $34.4 萬 | 0.19% | +149+5.1% | 加碼 |
| Diversify Advisory Services, LLC | 3,043 | $34.5 萬 | 0.02% | −1,549−33.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 3,106 | $34.6 萬 | 0.02% | −1,017−24.7% | 減碼 |
| DRW Securities, LLC | 3,104 | $34.6 萬 | 0.03% | +3,104 | 新進 |
| Heck Capital Advisors, LLC | 3,106 | $34.6 萬 | 0.04% | +4+0.1% | 加碼 |
| Integrity Alliance, LLC. | 3,124 | $34.8 萬 | 0.01% | +3,124 | 新進 |
| Viawealth, LLC | 3,129 | $34.9 萬 | 0.22% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 3,132 | $34.9 萬 | 0.24% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,134 | $34.9 萬 | 0.01% | −392−11.1% | 減碼 |
| Cape Cod Five Cents Savings Bank | 3,039 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Cypress Capital Group | 3,138 | $35.0 萬 | 0.05% | −20−0.6% | 減碼 |
| Portfolio Design Labs, LLC | 3,139 | $35.0 萬 | 0.07% | +297+10.5% | 加碼 |
| Woodstock Corp | 3,142 | $35.0 萬 | 0.03% | −150−4.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,146 | $35.1 萬 | 0.02% | −696−18.1% | 減碼 |
| Hexagon Capital Partners LLC | 3,163 | $35.3 萬 | 0.07% | −77−2.4% | 減碼 |
| Peddock Capital Advisors, LLC | 3,182 | $35.5 萬 | 0.09% | +58+1.9% | 加碼 |
| Mitchell Sinkler & Starr | 3,183 | $35.5 萬 | 0.10% | −182−5.4% | 減碼 |
| Icon Wealth Advisors, LLC | 3,189 | $35.5 萬 | 0.03% | +164+5.4% | 加碼 |
| Stiles Financial Services Inc | 3,196 | $35.7 萬 | 0.14% | −53−1.6% | 減碼 |
| Maia Wealth LLC | 3,286 | $36.0 萬 | 0.08% | +22+0.7% | 加碼 |