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 1,625 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 | 1,625 | $212.7 億 |
| 2026 年第 1 季 | 1,604 | $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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 139,591 | $1,556 萬 | 0.04% | +17,927+14.7% | 加碼 |
| John G Ullman & Associates Inc | 138,123 | $1,540 萬 | 2.37% | −1,267−0.9% | 減碼 |
| GW Henssler & Associates Ltd | 136,418 | $1,521 萬 | 0.87% | −110,378−44.7% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 136,368 | $1,520 萬 | 3.26% | −5,728−4.0% | 減碼 |
| Manning & Napier Advisors LLC | 133,308 | $1,486 萬 | 0.18% | −3,590−2.6% | 減碼 |
| ProVise Management Group, LLC | 132,823 | $1,481 萬 | 1.26% | +3,464+2.7% | 加碼 |
| Pathstone Holdings, LLC | 129,483 | $1,456 萬 | 0.06% | +27,105+26.5% | 加碼 |
| Cetera Investment Advisers | 126,528 | $1,411 萬 | 0.03% | +697+0.6% | 加碼 |
| Ingalls & Snyder LLC | 126,248 | $1,407 萬 | 0.47% | +9,247+7.9% | 加碼 |
| Victory Capital Management Inc | 123,030 | $1,372 萬 | 0.01% | +26,789+27.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 118,019 | $1,316 萬 | 0.49% | −8,128−6.4% | 減碼 |
| Cresset Asset Management, LLC | 113,833 | $1,313 萬 | 0.07% | +77,048+209.5% | 加碼 |
| Tocqueville Asset Management L.P. | 117,493 | $1,310 萬 | 0.21% | −1,420−1.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 112,334 | $1,252 萬 | 1.15% | −7,349−6.1% | 減碼 |
| New Vernon Capital Holdings II LLC | 1,383,244 | $1,241 萬 | 0.29% | +1,372,407+12,664.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 112,469 | $1,233 萬 | 0.02% | +14,057+14.3% | 加碼 |
| JustInvest LLC | 109,549 | $1,221 萬 | 0.18% | +22,062+25.2% | 加碼 |
| Neuberger Berman Group LLC | 109,130 | $1,217 萬 | 0.01% | −3,737−3.3% | 減碼 |
| Alliancebernstein L.P. | 108,725 | $1,212 萬 | 0.00% | +61,567+130.6% | 加碼 |
| Parkwood LLC | 106,377 | $1,186 萬 | 1.16% | −11,614−9.8% | 減碼 |
| Point72 Europe (London) LLP | 102,259 | $1,140 萬 | 0.79% | −3,570−3.4% | 減碼 |
| Advisor Group Holdings, Inc. | 101,970 | $1,137 萬 | 0.03% | −19,103−15.8% | 減碼 |
| Rockefeller Capital Management L.P. | 101,663 | $1,133 萬 | 0.03% | −6,139−5.7% | 減碼 |
| New York State Common Retirement Fund | 101,525 | $1,132 萬 | 0.02% | −6,153−5.7% | 減碼 |
| Zevin Asset Management LLC | 101,509 | $1,132 萬 | 1.79% | +872+0.9% | 加碼 |
| Jane Street Group, LLC | 101,458 | $1,131 萬 | 0.02% | −41,787−29.2% | 減碼 |
| Federated Hermes, Inc. | 101,076 | $1,127 萬 | 0.02% | +12,821+14.5% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 100,478 | $1,120 萬 | 2.72% | +3,147+3.2% | 加碼 |
| Public Employees Retirement System of Ohio | 98,354 | $1,096 萬 | 0.04% | +88,654+914.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 97,048 | $1,096 萬 | 0.12% | +5,968+6.6% | 加碼 |
| Bank of Montreal | 95,910 | $1,069 萬 | 0.01% | −444,402−82.2% | 減碼 |
| Allworth Financial LP | 94,887 | $1,055 萬 | 0.06% | −881−0.9% | 減碼 |
| Euro Pacific Asset Management, LLC | 93,961 | $1,048 萬 | 1.90% | −1,257−1.3% | 減碼 |
| American Assets Investment Management, LLC | 93,610 | $1,044 萬 | 0.91% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 93,554 | $1,043 萬 | 0.05% | −5,447−5.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 92,996 | $1,037 萬 | 0.05% | +84,563+1,002.8% | 加碼 |
| Ritholtz Wealth Management | 91,310 | $1,018 萬 | 0.30% | −1,163−1.3% | 減碼 |
| TownSquare Capital, LLC | 90,852 | $1,013 萬 | 0.11% | +799+0.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 90,581 | $1,010 萬 | 0.01% | −60.0% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 89,361 | $996.2 萬 | 1.84% | +1,827+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 85,187 | $983.8 萬 | 0.14% | −31,302−26.9% | 減碼 |
| Osterweis Capital Management Inc | – | $972.0 萬 | 0.48% | – | – |
| Baird Financial Group, Inc. | 85,131 | $949.0 萬 | 0.02% | +535+0.6% | 加碼 |
| Ethic Inc. | 85,921 | $941.8 萬 | 0.19% | −33,752−28.2% | 減碼 |
| Investment House LLC | 82,204 | $916.4 萬 | 0.52% | −100−0.1% | 減碼 |
| Eldred Rock Partners, LLC | 80,835 | $903.4 萬 | 2.76% | +20,184+33.3% | 加碼 |
| Tweedy, Browne Co LLC | 81,025 | $903.3 萬 | 0.80% | −2,116−2.5% | 減碼 |
| Mengis Capital Management, Inc. | 80,113 | $893.1 萬 | 1.86% | 00.0% | 不變 |
| Two Sigma Investments, LP | 80,110 | $893.1 萬 | 0.02% | +25,821+47.6% | 加碼 |
| Gabelli Funds LLC | 79,900 | $890.7 萬 | 0.07% | −4,600−5.4% | 減碼 |
| Altrius Capital Management Inc | 79,612 | $887.5 萬 | 2.16% | +1,829+2.4% | 加碼 |
| Cohen Capital Management, Inc. | 78,903 | $879.6 萬 | 1.51% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 78,529 | $875.4 萬 | 0.32% | −3,025−3.7% | 減碼 |
| Tower Bridge Advisors | 77,935 | $868.8 萬 | 0.97% | −1,368−1.7% | 減碼 |
| GWM Advisors LLC | 77,088 | $859.4 萬 | 0.05% | −9,219−10.7% | 減碼 |
| Sanctuary Advisors, LLC | 76,964 | $858.0 萬 | 0.06% | −14,949−16.3% | 減碼 |
| United Capital Financial Advisers, LLC | 76,878 | $857.0 萬 | 0.07% | −860−1.1% | 減碼 |
| Live Oak Private Wealth LLC | 76,684 | $854.9 萬 | 1.39% | +1,207+1.6% | 加碼 |
| Blair William & Co | 76,522 | $853.1 萬 | 0.03% | −3,730−4.6% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 76,358 | $851.2 萬 | 0.48% | −25,741−25.2% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,620 | $843.0 萬 | 2.27% | +170+0.2% | 加碼 |
| Camden National Bank | 72,308 | $806.1 萬 | 1.20% | −1,201−1.6% | 減碼 |
| CWM, LLC | 68,972 | $768.9 萬 | 0.03% | −2,337−3.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 66,597 | $742.4 萬 | 0.01% | +708+1.1% | 加碼 |
| Quadrant Capital Group LLC | 64,977 | $724.4 萬 | 0.27% | +46,877+259.0% | 加碼 |
| Banco Santander, S.A. | 62,424 | $695.9 萬 | 0.08% | +4,615+8.0% | 加碼 |
| Dearborn Partners LLC | 62,173 | $693.1 萬 | 0.33% | −228−0.4% | 減碼 |
| Country Club Bank | 60,947 | $686.1 萬 | 0.46% | −160−0.3% | 減碼 |
| Brown Brothers Harriman & Co | 61,539 | $686.0 萬 | 0.05% | −1,506−2.4% | 減碼 |
| Welch & Forbes LLC | 61,294 | $683.3 萬 | 0.09% | −1,779−2.8% | 減碼 |
| Fiduciary Trust Co | 59,423 | $662.4 萬 | 0.09% | +9,865+19.9% | 加碼 |
| Pinnacle Associates Ltd | 58,701 | $654.4 萬 | 0.10% | −190.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 58,465 | $651.8 萬 | 0.02% | −46,462−44.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 58,467 | $651.8 萬 | 0.07% | +14,626+33.4% | 加碼 |
| RMB Capital Management, LLC | 55,850 | $622.6 萬 | 0.15% | +55,850 | 新進 |
| Kovitz Investment Group Partners, LLC | 54,162 | $603.8 萬 | 0.03% | +1,496+2.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 54,147 | $603.6 萬 | 0.04% | +655+1.2% | 加碼 |
| Whittier Trust Co | 53,189 | $592.9 萬 | 0.08% | +511+1.0% | 加碼 |
| Bleakley Financial Group, LLC | 52,923 | $590.0 萬 | 0.19% | −440−0.8% | 減碼 |
| Monte Financial Group, LLC | 52,954 | $587.0 萬 | 2.57% | −769−1.4% | 減碼 |
| Price T Rowe Associates Inc | 52,648 | $587.0 萬 | 0.00% | −21,240−28.7% | 減碼 |
| Narwhal Capital Management | 51,982 | $579.5 萬 | 0.52% | −1,226−2.3% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 51,939 | $579.0 萬 | 2.06% | −460−0.9% | 減碼 |
| Capital Wealth Planning, LLC | 51,460 | $573.7 萬 | 0.05% | +12,870+33.4% | 加碼 |
| First Manhattan Co | 49,460 | $569.8 萬 | 0.02% | −188−0.4% | 減碼 |
| Legal & General Group Plc | 51,083 | $569.4 萬 | 0.00% | +46,497+1,013.9% | 加碼 |
| Deutsche Bank AG | 51,042 | $569.0 萬 | 0.00% | +2,500+5.2% | 加碼 |
| Glassy Mountain Advisors, Inc. | 50,366 | $561.5 萬 | 1.99% | −193−0.4% | 減碼 |
| Sphera Funds Management Ltd. | 50,000 | $557.4 萬 | 1.37% | 00.0% | 不變 |
| Cardinal Capital Management | 47,951 | $552.9 萬 | 0.86% | +142+0.3% | 加碼 |
| Congress Wealth Management LLC | 49,331 | $549.9 萬 | 0.07% | +7,302+17.4% | 加碼 |
| Rathbone Brothers plc | 48,946 | $545.6 萬 | 0.03% | −1,930−3.8% | 減碼 |
| Pittenger & Anderson Inc | 48,270 | $538.1 萬 | 0.20% | 00.0% | 不變 |
| Smithbridge Asset Management Inc | 47,989 | $535.0 萬 | 0.99% | +47,989 | 新進 |
| Prentiss Smith & Co Inc | 47,892 | $533.9 萬 | 3.46% | −458−0.9% | 減碼 |
| Colony Group, LLC | 47,548 | $531.1 萬 | 0.01% | +5,504+13.1% | 加碼 |
| National Bank of Canada | 47,471 | $527.0 萬 | 0.01% | −81,436−63.2% | 減碼 |
| Trust Co of Vermont | 46,896 | $522.8 萬 | 0.26% | −1,072−2.2% | 減碼 |
| HRT Financial LP | 46,698 | $520.5 萬 | 0.03% | −10,030−17.7% | 減碼 |
| Park Avenue Securities LLC | 46,508 | $518.5 萬 | 0.06% | +3,381+7.8% | 加碼 |