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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 5,542 | $61.8 萬 | 0.09% | −180−3.1% | 減碼 |
| Cordatus Wealth Management LLC | 5,544 | $61.8 萬 | 0.17% | +358+6.9% | 加碼 |
| Salem Investment Counselors Inc | 5,447 | $62.8 萬 | 0.02% | −915−14.4% | 減碼 |
| Kennebec Savings Bank | 5,694 | $63.5 萬 | 0.67% | +412+7.8% | 加碼 |
| O'Brien Greene & Co. Inc | 5,698 | $63.5 萬 | 0.21% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 5,732 | $63.9 萬 | 0.04% | +1,475+34.6% | 加碼 |
| StrongBox Wealth, LLC | 5,739 | $64.0 萬 | 0.27% | +210+3.8% | 加碼 |
| Sagespring Wealth Partners, LLC | 5,759 | $64.2 萬 | 0.02% | +2,325+67.7% | 加碼 |
| Penbrook Management LLC | 5,760 | $64.2 萬 | 0.49% | 00.0% | 不變 |
| Hutner Capital Management Inc | 5,764 | $64.3 萬 | 0.27% | −130−2.2% | 減碼 |
| Ignite Planners, LLC | 5,796 | $64.5 萬 | 0.13% | +72+1.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,795 | $64.6 萬 | 0.02% | +1,652+39.9% | 加碼 |
| Burns J W & Co Inc | 5,800 | $64.7 萬 | 0.08% | −987−14.5% | 減碼 |
| Monticello Wealth Management, LLC | 5,831 | $65.0 萬 | 0.05% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 5,866 | $65.4 萬 | 0.33% | −241−3.9% | 減碼 |
| GWN Securities Inc. | 6,058 | $66.2 萬 | 0.04% | +6,058 | 新進 |
| Umb Bank N A | 5,968 | $66.5 萬 | 0.01% | −1,451−19.6% | 減碼 |
| Centaurus Financial, Inc. | 5,974 | $66.6 萬 | 0.04% | −291−4.6% | 減碼 |
| CFO4Life Group, LLC | 5,989 | $66.8 萬 | 0.11% | −630−9.5% | 減碼 |
| Brighton Jones LLC | 6,007 | $67.0 萬 | 0.02% | −146−2.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $67.1 萬 | 0.14% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 6,030 | $67.2 萬 | 0.17% | +508+9.2% | 加碼 |
| Dakota Wealth Management | 6,052 | $67.5 萬 | 0.02% | −293−4.6% | 減碼 |
| Schulhoff & Co Inc | 6,054 | $67.5 萬 | 0.30% | −156−2.5% | 減碼 |
| Jeppson Wealth Management, LLC | 6,078 | $67.8 萬 | 0.25% | 00.0% | 不變 |
| Principal Street Partners, LLC | 6,080 | $67.8 萬 | 0.13% | −10.0% | 減碼 |
| St Germain D J Co Inc | 6,132 | $68.4 萬 | 0.03% | −39−0.6% | 減碼 |
| Brucke Financial, Inc. | 6,052 | $68.7 萬 | 0.60% | −69−1.1% | 減碼 |
| Heritage Wealth Management, Inc. | 6,186 | $69.0 萬 | 0.23% | +50+0.8% | 加碼 |
| NTV Asset Management LLC | 6,221 | $69.4 萬 | 0.09% | 00.0% | 不變 |
| Wedmont Private Capital | 6,501 | $69.9 萬 | 0.04% | +153+2.4% | 加碼 |
| TrueMark Investments, LLC | 6,275 | $70.0 萬 | 0.18% | +6,275 | 新進 |
| Harbour Investments, Inc. | 6,291 | $70.1 萬 | 0.02% | −1,174−15.7% | 減碼 |
| Twin Tree Management, LP | 6,299 | $70.2 萬 | 0.02% | −24,641−79.6% | 減碼 |
| Liberty One Investment Management, LLC | 6,304 | $70.3 萬 | 0.07% | −144−2.2% | 減碼 |
| 1832 Asset Management L.P. | 6,342 | $70.7 萬 | 0.00% | +198+3.2% | 加碼 |
| Stephens Inc | 6,381 | $71.1 萬 | 0.01% | −103−1.6% | 減碼 |
| Motco | 6,423 | $71.6 萬 | 0.08% | −36−0.6% | 減碼 |
| Fulton Bank, N.A. | 6,435 | $71.7 萬 | 0.03% | −1,342−17.3% | 減碼 |
| Neville Rodie & Shaw Inc | 6,460 | $72.0 萬 | 0.06% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $72.1 萬 | 0.01% | −340−4.9% | 減碼 |
| Sowell Financial Services LLC | 6,481 | $72.2 萬 | 0.03% | +6,481 | 新進 |
| GAMMA Investing LLC | 6,524 | $72.7 萬 | 0.05% | +1,500+29.9% | 加碼 |
| Peoples Bank | 6,538 | $72.9 萬 | 0.49% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 6,547 | $73.0 萬 | 0.03% | −250−3.7% | 減碼 |
| Osprey Private Wealth LLC | 6,575 | $73.3 萬 | 0.43% | +6,575 | 新進 |
| Net Worth Advisory Group | 6,582 | $73.4 萬 | 0.23% | −469−6.7% | 減碼 |
| Eqis Capital Management, Inc. | 6,582 | $73.4 萬 | 0.06% | −879−11.8% | 減碼 |
| Summit Trail Advisors, LLC | 6,360 | $73.4 萬 | 0.02% | +580+10.0% | 加碼 |
| Lantz Financial LLC | 6,610 | $73.7 萬 | 0.20% | +132+2.0% | 加碼 |
| Buckingham Strategic Partners | 6,682 | $74.5 萬 | 0.01% | +2,282+51.9% | 加碼 |
| Bradyco, Inc. | 6,691 | $74.6 萬 | 0.57% | −500−7.0% | 減碼 |
| Allianz Asset Management GmbH | 6,700 | $74.7 萬 | 0.00% | +1,100+19.6% | 加碼 |
| AE Wealth Management LLC | 6,709 | $74.8 萬 | 0.01% | +488+7.8% | 加碼 |
| American Trust Investment Advisors, LLC | 6,715 | $74.9 萬 | 0.31% | +740+12.4% | 加碼 |
| Henshaw Capital LLC | 6,724 | $75.0 萬 | 0.03% | −812−10.8% | 減碼 |
| Cary Street Partners Financial LLC | 6,749 | $75.2 萬 | 0.02% | −1,387−17.0% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,781 | $75.6 萬 | 0.01% | −70−1.0% | 減碼 |
| Kennedy Investment Group | 6,799 | $75.8 萬 | 0.35% | −31−0.5% | 減碼 |
| Resources Investment Advisors, LLC. | 6,811 | $75.9 萬 | 0.01% | −161−2.3% | 減碼 |
| Mezzasalma Advisors, LLC | 6,817 | $76.0 萬 | 0.26% | −84−1.2% | 減碼 |
| Ronald Blue Trust, Inc. | 6,839 | $76.2 萬 | 0.01% | −247−3.5% | 減碼 |
| Kimelman & Baird, LLC | 6,850 | $76.4 萬 | 0.06% | 00.0% | 不變 |
| Keel Point, LLC | 6,874 | $76.6 萬 | 0.06% | +183+2.7% | 加碼 |
| Cypress Asset Management Inc | 6,875 | $76.6 萬 | 0.21% | −207−2.9% | 減碼 |
| Banco de Sabadell, S.A | 6,903 | $77.2 萬 | 0.59% | +51+0.7% | 加碼 |
| Crux Wealth Advisors | 6,928 | $77.2 萬 | 0.40% | +2,796+67.7% | 加碼 |
| Drucker Wealth 3.0, LLC | 6,954 | $77.5 萬 | 0.17% | −1,471−17.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 6,981 | $77.8 萬 | 0.28% | +362+5.5% | 加碼 |
| Anchor Investment Management, LLC | 7,026 | $78.3 萬 | 0.07% | −500−6.6% | 減碼 |
| Skopos Labs, Inc. | 7,026 | $78.3 萬 | 0.17% | +6,463+1,148.0% | 加碼 |
| Romano Brothers and Company | 7,037 | $78.4 萬 | 0.10% | −275−3.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,062 | $78.7 萬 | 0.04% | +85+1.2% | 加碼 |
| Means Investment Co., Inc. | 7,066 | $78.8 萬 | 0.08% | −240−3.3% | 減碼 |
| JNBA Financial Advisors | 7,074 | $78.9 萬 | 0.08% | −628−8.2% | 減碼 |
| Jacobi Capital Management LLC | 7,089 | $79.0 萬 | 0.06% | +310+4.6% | 加碼 |
| St. Clair Advisors, LLC | 7,092 | $79.1 萬 | 0.22% | 00.0% | 不變 |
| Value Partners Investments Inc. | 7,094 | $79.1 萬 | 0.07% | +2,401+51.2% | 加碼 |
| Essex Financial Services, Inc. | 7,208 | $80.4 萬 | 0.06% | +171+2.4% | 加碼 |
| Joel Isaacson & Co., LLC | 7,261 | $80.9 萬 | 0.04% | +2,584+55.2% | 加碼 |
| Kingsview Wealth Management, LLC | 7,272 | $81.1 萬 | 0.02% | −178−2.4% | 減碼 |
| Central Trust Co | 7,329 | $81.7 萬 | 0.02% | +256+3.6% | 加碼 |
| Five Oceans Advisors | 7,343 | $81.9 萬 | 0.39% | +2,087+39.7% | 加碼 |
| Twin City Private Wealth, LLC | 7,101 | $82.0 萬 | 0.72% | −483−6.4% | 減碼 |
| Bangor Savings Bank | 7,381 | $82.3 萬 | 0.08% | −1,097−12.9% | 減碼 |
| Ruggaard & Associates LLC | 7,399 | $82.5 萬 | 0.36% | +113+1.6% | 加碼 |
| Hartford Funds Management Co LLC | 7,400 | $82.5 萬 | 0.07% | +155+2.1% | 加碼 |
| Boston Private Wealth LLC | 7,418 | $82.7 萬 | 0.03% | −1,513−16.9% | 減碼 |
| Keystone Financial Services | 7,492 | $83.5 萬 | 0.32% | +118+1.6% | 加碼 |
| Marotta Asset Management | 7,270 | $83.6 萬 | 0.16% | +267+3.8% | 加碼 |
| Versant Capital Management, Inc | 7,507 | $83.7 萬 | 0.14% | +6,722+856.3% | 加碼 |
| Covenant Partners, LLC | 7,542 | $84.1 萬 | 0.27% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,647 | $85.2 萬 | 0.07% | −158−2.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,659 | $85.4 萬 | 0.04% | +200+2.7% | 加碼 |
| Texas Bank & Trust Co | 7,707 | $85.9 萬 | 0.36% | −91−1.2% | 減碼 |
| Modern Wealth Management, LLC | 7,755 | $86.4 萬 | 0.03% | +7,755 | 新進 |
| Savvy Advisors, Inc. | 7,781 | $86.7 萬 | 0.09% | +580+8.1% | 加碼 |
| Montag A & Associates Inc | 7,575 | $87.4 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 7,840 | $87.4 萬 | 0.02% | +366+4.9% | 加碼 |
| Nixon Peabody Trust Co | 7,842 | $87.4 萬 | 0.07% | −34,659−81.5% | 減碼 |