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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 46,493 | $518.3 萬 | 0.07% | +3,230+7.5% | 加碼 |
| Henry James International Management, Inc. | 45,999 | $512.8 萬 | 1.76% | +160.0% | 加碼 |
| Advisors Capital Management, LLC | 45,617 | $508.5 萬 | 0.08% | +2,220+5.1% | 加碼 |
| Keybank National Association | 43,635 | $486.4 萬 | 0.02% | +200+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 43,585 | $485.9 萬 | 0.04% | −739−1.7% | 減碼 |
| Meritage Portfolio Management | 43,558 | $485.6 萬 | 0.32% | −756−1.7% | 減碼 |
| Graham Capital Management, L.P. | 43,479 | $484.7 萬 | 0.15% | −4,714−9.8% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 43,427 | $484.1 萬 | 1.85% | −827−1.9% | 減碼 |
| Scotia Capital Inc. | 43,410 | $483.9 萬 | 0.03% | −3,337−7.1% | 減碼 |
| Catalyst Capital Advisors LLC | 43,092 | $480.4 萬 | 0.10% | +19,350+81.5% | 加碼 |
| Signaturefd, LLC | 43,091 | $480.4 萬 | 0.09% | +3,001+7.5% | 加碼 |
| Employees Retirement System of Texas | 43,010 | $479.5 萬 | 0.04% | +43,010 | 新進 |
| Norden Group LLC | 42,199 | $470.4 萬 | 0.54% | +139+0.3% | 加碼 |
| Perennial Advisors, LLC | 42,016 | $468.6 萬 | 0.93% | +845+2.1% | 加碼 |
| Logan Capital Management Inc | 41,959 | $467.8 萬 | 0.21% | +578+1.4% | 加碼 |
| Naviter Wealth, LLC | 39,993 | $465.9 萬 | 0.56% | −532−1.3% | 減碼 |
| Optiver Holding B.V. | 41,665 | $464.5 萬 | 0.18% | −30,763−42.5% | 減碼 |
| Boston Partners | 41,483 | $462.4 萬 | 0.01% | −11,876−22.3% | 減碼 |
| Pensionmark Financial Group, LLC | 41,471 | $462.3 萬 | 0.12% | +4,542+12.3% | 加碼 |
| Bryn Mawr Trust Co | 41,459 | $462.2 萬 | 0.09% | +27+0.1% | 加碼 |
| Baldwin Brothers Inc | 41,420 | $461.7 萬 | 0.32% | −6,858−14.2% | 減碼 |
| Sofos Investments, Inc. | 41,128 | $458.5 萬 | 1.00% | +41,128 | 新進 |
| Greenup Street Wealth Management LLC | 41,106 | $458.3 萬 | 0.91% | +41,106 | 新進 |
| Hamel Associates, Inc. | 41,060 | $457.7 萬 | 1.56% | +32,380+373.0% | 加碼 |
| Arlington Partners LLC | 40,882 | $455.8 萬 | 1.79% | +9,730+31.2% | 加碼 |
| Farmers & Merchants Investments Inc | 40,541 | $452.0 萬 | 0.14% | −4,756−10.5% | 減碼 |
| Massachusetts Financial Services Co | 39,951 | $445.4 萬 | 0.00% | +20,179+102.1% | 加碼 |
| Carret Asset Management, LLC | 39,845 | $444.2 萬 | 0.50% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 39,723 | $442.8 萬 | 0.01% | −594,851−93.7% | 減碼 |
| Hayek Kallen Investment Management | 39,485 | $440.2 萬 | 1.62% | −590−1.5% | 減碼 |
| Voya Investment Management LLC | 39,260 | $437.7 萬 | 0.00% | +490+1.3% | 加碼 |
| Private Advisor Group, LLC | 38,990 | $434.7 萬 | 0.03% | −1,532−3.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 38,669 | $431.1 萬 | 0.08% | +442+1.2% | 加碼 |
| Rhumbline Advisers | 38,600 | $430.3 萬 | 0.00% | +3,846+11.1% | 加碼 |
| Garland Capital Management Inc | 38,505 | $429.3 萬 | 4.02% | −3,655−8.7% | 減碼 |
| CWA Asset Management Group, LLC | 37,646 | $419.7 萬 | 0.20% | +6,806+22.1% | 加碼 |
| Haverford Trust Co | 37,265 | $415.4 萬 | 0.04% | −674−1.8% | 減碼 |
| Argent Trust Co | 36,857 | $410.9 萬 | 0.17% | +1,234+3.5% | 加碼 |
| Oppenheimer & Co Inc | 36,835 | $410.6 萬 | 0.06% | +2,308+6.7% | 加碼 |
| Timber Creek Capital Management LLC | 36,732 | $409.5 萬 | 1.09% | −5,799−13.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 35,952 | $400.8 萬 | 0.00% | −576,427−94.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 35,245 | $392.9 萬 | 0.48% | −905−2.5% | 減碼 |
| Azzad Asset Management Inc | 35,163 | $392.0 萬 | 0.46% | −2,337−6.2% | 減碼 |
| Woodmont Investment Counsel LLC | 35,112 | $391.4 萬 | 0.28% | −1,342−3.7% | 減碼 |
| WealthTrust Axiom LLC | 34,885 | $388.9 萬 | 1.18% | +1,050+3.1% | 加碼 |
| Brinker Capital Investments, LLC | 34,672 | $386.5 萬 | 0.04% | +1,051+3.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 34,672 | $386.5 萬 | 0.04% | +1,051+3.1% | 加碼 |
| Diamond Hill Capital Management Inc | 34,277 | $382.1 萬 | 0.02% | +3,562+11.6% | 加碼 |
| Geneos Wealth Management Inc. | 33,282 | $371.0 萬 | 0.12% | +3,126+10.4% | 加碼 |
| Avantax Advisory Services, Inc. | 33,005 | $367.9 萬 | 0.02% | +3,067+10.2% | 加碼 |
| Vident Advisory, LLC | 32,868 | $366.4 萬 | 0.05% | +7,531+29.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 32,777 | $365.4 萬 | 0.03% | +5,135+18.6% | 加碼 |
| Chesley Taft & Associates LLC | 32,147 | $358.4 萬 | 0.17% | −200−0.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 31,438 | $350.5 萬 | 0.29% | +1,767+6.0% | 加碼 |
| Advisory Services Network, LLC | 31,355 | $349.5 萬 | 0.07% | −3,524−10.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 31,225 | $348.1 萬 | 0.02% | −1,610−4.9% | 減碼 |
| Northeast Investment Management | 31,036 | $346.0 萬 | 0.16% | −910−2.8% | 減碼 |
| Davenport & Co LLC | 30,925 | $344.8 萬 | 0.02% | −1,735−5.3% | 減碼 |
| Capital Insight Partners, LLC | 30,832 | $343.7 萬 | 0.60% | +1,163+3.9% | 加碼 |
| CAPROCK Group, Inc. | 29,826 | $343.4 萬 | 0.10% | +1,407+5.0% | 加碼 |
| Kestra Advisory Services, LLC | 29,639 | $330.4 萬 | 0.02% | −8,087−21.4% | 減碼 |
| Daymark Wealth Partners, LLC | 29,598 | $330.0 萬 | 0.14% | +326+1.1% | 加碼 |
| Providence Capital Advisors, LLC | 29,289 | $326.5 萬 | 0.68% | +369+1.3% | 加碼 |
| Moors & Cabot, Inc. | 29,247 | $326.0 萬 | 0.17% | +1,382+5.0% | 加碼 |
| NBT Bank N A | 29,238 | $325.9 萬 | 0.24% | −1,392−4.5% | 減碼 |
| Fayez Sarofim & Co | 28,936 | $322.6 萬 | 0.01% | −5,650−16.3% | 減碼 |
| Transform Wealth, LLC | 27,573 | $318.0 萬 | 0.19% | −330−1.2% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,455 | $317.2 萬 | 2.33% | +500+1.8% | 加碼 |
| Acadian Asset Management LLC | 28,368 | $316.1 萬 | 0.01% | −9,406−24.9% | 減碼 |
| SIH Partners, LLLP | 28,303 | $315.5 萬 | 0.28% | +2,903+11.4% | 加碼 |
| RSM US Wealth Management LLC | 28,283 | $315.3 萬 | 0.05% | −2,504−8.1% | 減碼 |
| TD Waterhouse Canada Inc. | 28,660 | $314.2 萬 | 0.03% | +23,204+425.3% | 加碼 |
| Naples Global Advisors, LLC | 27,234 | $314.0 萬 | 0.30% | −775−2.8% | 減碼 |
| Fred Alger Management, LLC | 27,357 | $313.9 萬 | 0.02% | +1,062+4.0% | 加碼 |
| Oxbow Advisors, LLC | 27,656 | $308.3 萬 | 0.33% | +774+2.9% | 加碼 |
| Yousif Capital Management, LLC | 27,525 | $306.8 萬 | 0.04% | −6,280−18.6% | 減碼 |
| Nomura Holdings Inc | 27,440 | $305.9 萬 | 0.02% | +27,440 | 新進 |
| Telos Capital Management, Inc. | 27,438 | $305.9 萬 | 0.33% | −248−0.9% | 減碼 |
| Trustmark National Bank Trust Department | 27,337 | $304.8 萬 | 0.23% | −27,867−50.5% | 減碼 |
| Patten & Patten Inc | 27,237 | $303.6 萬 | 0.20% | −2,823−9.4% | 減碼 |
| Bradley Foster & Sargent Inc | 26,958 | $300.5 萬 | 0.05% | −1,800−6.3% | 減碼 |
| Great Lakes Advisors, LLC | 26,954 | $300.5 萬 | 0.03% | +6,052+29.0% | 加碼 |
| Glenmede Trust Co NA | 26,779 | $298.5 萬 | 0.02% | −3,079−10.3% | 減碼 |
| Wambolt & Associates, LLC | 27,021 | $296.2 萬 | 1.01% | +443+1.7% | 加碼 |
| Arkadios Wealth Advisors | 26,515 | $295.6 萬 | 0.11% | +18,028+212.4% | 加碼 |
| Beach Investment Counsel Inc | 26,347 | $293.7 萬 | 0.43% | −1,219−4.4% | 減碼 |
| Hall Laurie J Trustee | 26,142 | $291.4 萬 | 1.04% | −1,073−3.9% | 減碼 |
| Callan Family Office, LLC | 26,099 | $291.0 萬 | 0.22% | −2,775−9.6% | 減碼 |
| Albert D Mason Inc | 26,028 | $290.2 萬 | 1.97% | +12,774+96.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 25,767 | $287.3 萬 | 0.27% | +1,550+6.4% | 加碼 |
| Americana Partners, LLC | 25,755 | $287.1 萬 | 0.11% | +264+1.0% | 加碼 |
| Ballentine Partners, LLC | 25,625 | $285.7 萬 | 0.05% | +6,391+33.2% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 25,616 | $285.6 萬 | 1.77% | +1,012+4.1% | 加碼 |
| Quartz Partners, LLC | 25,219 | $281.1 萬 | 1.71% | +7,056+38.8% | 加碼 |
| Principal Securities, Inc. | 28,870 | $280.9 萬 | 0.06% | +113+0.4% | 加碼 |
| Fairfield, Bush & Co. | 25,052 | $279.3 萬 | 1.77% | −464−1.8% | 減碼 |
| EagleClaw Capital Managment, LLC | 24,908 | $277.7 萬 | 0.44% | −226−0.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 24,358 | $275.2 萬 | 0.03% | −3,345−12.1% | 減碼 |
| Forum Financial Management, LP | 24,519 | $273.3 萬 | 0.05% | −34−0.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 24,418 | $272.2 萬 | 0.07% | +346+1.4% | 加碼 |