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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 10,009 | $111.6 萬 | 0.42% | 00.0% | 不變 |
| Chilton Capital Management LLC | 9,902 | $110.4 萬 | 0.05% | −385−3.7% | 減碼 |
| Minot DeBlois Advisors LLC | 9,900 | $110.4 萬 | 1.10% | −285−2.8% | 減碼 |
| Hilltop Holdings Inc. | 9,884 | $110.2 萬 | 0.07% | −1,497−13.2% | 減碼 |
| KCM Investment Advisors LLC | 9,786 | $109.1 萬 | 0.04% | +141+1.5% | 加碼 |
| Adviser Investments LLC | 9,782 | $109.1 萬 | 0.01% | +217+2.3% | 加碼 |
| Engineers Gate Manager LP | 9,759 | $108.8 萬 | 0.02% | −20,151−67.4% | 減碼 |
| Meriwether Wealth & Planning, LLC | 9,727 | $108.4 萬 | 0.71% | +1,295+15.4% | 加碼 |
| Drexel Morgan & Co. | 9,720 | $108.4 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 9,675 | $107.9 萬 | 0.24% | −400−4.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,667 | $107.8 萬 | 0.02% | +63+0.7% | 加碼 |
| Clarius Group, LLC | 9,631 | $107.4 萬 | 0.07% | +1,700+21.4% | 加碼 |
| Mystic Asset Management, Inc. | 9,619 | $107.2 萬 | 0.28% | −200−2.0% | 減碼 |
| Welch Group, LLC | 9,446 | $106.3 萬 | 0.05% | −12−0.1% | 減碼 |
| WealthPlan Investment Management, LLC | 9,494 | $105.8 萬 | 0.10% | 00.0% | 不變 |
| Becker Capital Management Inc | 9,477 | $105.6 萬 | 0.03% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 9,440 | $105.2 萬 | 0.20% | −485−4.9% | 減碼 |
| Ameritas Advisory Services, LLC | 9,840 | $105.1 萬 | 0.04% | −318−3.1% | 減碼 |
| LCNB Corp | 9,396 | $104.7 萬 | 0.39% | −178−1.9% | 減碼 |
| HighPoint Advisor Group LLC | 9,157 | $103.9 萬 | 0.06% | +486+5.6% | 加碼 |
| Independence Bank of Kentucky | 9,207 | $102.6 萬 | 0.16% | −175−1.9% | 減碼 |
| Simmons Bank | 9,174 | $102.3 萬 | 0.08% | −38−0.4% | 減碼 |
| Bridgefront Capital, LLC | 9,153 | $102.0 萬 | 0.29% | +498+5.8% | 加碼 |
| Court Place Advisors, LLC | 9,120 | $101.7 萬 | 0.34% | −900−9.0% | 減碼 |
| Kensington Investment Counsel, LLC | 9,091 | $101.3 萬 | 0.45% | −369−3.9% | 減碼 |
| First Affirmative Financial Network | 9,058 | $101.0 萬 | 0.62% | +447+5.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 9,025 | $100.6 萬 | 0.00% | −485−5.1% | 減碼 |
| South State Corp. | 9,018 | $100.5 萬 | 0.05% | −948−9.5% | 減碼 |
| YANKCOM Partnership | 8,960 | $99.9 萬 | 0.55% | +699+8.5% | 加碼 |
| Mutual Advisors, LLC | 8,903 | $99.8 萬 | 0.03% | +14+0.2% | 加碼 |
| PDS Planning, Inc | 8,897 | $99.2 萬 | 0.08% | +907+11.4% | 加碼 |
| Beaton Management Co. Inc. | 8,873 | $98.9 萬 | 0.51% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 8,832 | $98.5 萬 | 0.75% | +22+0.2% | 加碼 |
| Valley National Advisers Inc | 8,842 | $98.4 萬 | 0.18% | −310−3.4% | 減碼 |
| Valmark Advisers, Inc. | 8,794 | $98.0 萬 | 0.01% | −12−0.1% | 減碼 |
| New Hampshire Trust | 8,734 | $97.4 萬 | 0.22% | +360+4.3% | 加碼 |
| Jump Financial, LLC | 8,711 | $97.1 萬 | 0.01% | +6,576+308.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 8,687 | $96.8 萬 | 0.19% | −1,082−11.1% | 減碼 |
| Plancorp, LLC | 8,569 | $95.5 萬 | 0.04% | +3,752+77.9% | 加碼 |
| Sittner & Nelson, LLC | 8,529 | $95.1 萬 | 0.41% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 8,520 | $95.0 萬 | 0.03% | +1,755+25.9% | 加碼 |
| Tiaa Trust, National Association | 8,474 | $94.5 萬 | 0.00% | +599+7.6% | 加碼 |
| Applied Finance Capital Management, LLC | 8,446 | $94.2 萬 | 0.07% | +2,148+34.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,414 | $93.8 萬 | 0.02% | −150−1.8% | 減碼 |
| Retirement Guys Formula LLC | 8,407 | $93.7 萬 | 0.47% | +8,407 | 新進 |
| Smart Money Group LLC | 8,394 | $93.6 萬 | 0.32% | −750−8.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 8,393 | $93.6 萬 | 0.05% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 8,370 | $93.3 萬 | 0.30% | −200−2.3% | 減碼 |
| Associated Banc-Corp | 8,325 | $92.8 萬 | 0.03% | −165−1.9% | 減碼 |
| Harbour Trust & Investment Management Co | 8,163 | $91.0 萬 | 0.11% | −1,058−11.5% | 減碼 |
| Toroso Investments, LLC | 8,137 | $90.7 萬 | 0.01% | +1,965+31.8% | 加碼 |
| Kennon-Green & Company, LLC | 8,116 | $90.5 萬 | 0.74% | −75−0.9% | 減碼 |
| RD Lewis Holdings, Inc. | 7,901 | $90.3 萬 | 1.02% | +225+2.9% | 加碼 |
| Coldstream Capital Management Inc | 8,041 | $89.6 萬 | 0.02% | +277+3.6% | 加碼 |
| Wolverine Trading, LLC | 7,954 | $89.5 萬 | 0.03% | −15,982−66.8% | 減碼 |
| Fort Sheridan Advisors LLC | 8,027 | $89.5 萬 | 0.14% | +40.0% | 加碼 |
| Sage Rhino Capital LLC | 8,021 | $89.4 萬 | 0.21% | +174+2.2% | 加碼 |
| Foundations Investment Advisors, LLC | 8,013 | $89.3 萬 | 0.02% | −81,061−91.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 7,923 | $88.3 萬 | 0.00% | +42+0.5% | 加碼 |
| Mather Group, LLC. | 7,911 | $88.2 萬 | 0.01% | +322+4.2% | 加碼 |
| ICONIQ Capital, LLC | 7,907 | $88.1 萬 | 0.02% | +1,833+30.2% | 加碼 |
| Nixon Peabody Trust Co | 7,842 | $87.4 萬 | 0.07% | −34,659−81.5% | 減碼 |
| Shelton Capital Management | 7,840 | $87.4 萬 | 0.02% | +366+4.9% | 加碼 |
| Montag A & Associates Inc | 7,575 | $87.4 萬 | 0.04% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 7,781 | $86.7 萬 | 0.09% | +580+8.1% | 加碼 |
| Modern Wealth Management, LLC | 7,755 | $86.4 萬 | 0.03% | +7,755 | 新進 |
| Texas Bank & Trust Co | 7,707 | $85.9 萬 | 0.36% | −91−1.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,659 | $85.4 萬 | 0.04% | +200+2.7% | 加碼 |
| Lee Danner & Bass Inc | 7,647 | $85.2 萬 | 0.07% | −158−2.0% | 減碼 |
| Covenant Partners, LLC | 7,542 | $84.1 萬 | 0.27% | 00.0% | 不變 |
| Versant Capital Management, Inc | 7,507 | $83.7 萬 | 0.14% | +6,722+856.3% | 加碼 |
| Marotta Asset Management | 7,270 | $83.6 萬 | 0.16% | +267+3.8% | 加碼 |
| Keystone Financial Services | 7,492 | $83.5 萬 | 0.32% | +118+1.6% | 加碼 |
| Boston Private Wealth LLC | 7,418 | $82.7 萬 | 0.03% | −1,513−16.9% | 減碼 |
| Hartford Funds Management Co LLC | 7,400 | $82.5 萬 | 0.07% | +155+2.1% | 加碼 |
| Ruggaard & Associates LLC | 7,399 | $82.5 萬 | 0.36% | +113+1.6% | 加碼 |
| Bangor Savings Bank | 7,381 | $82.3 萬 | 0.08% | −1,097−12.9% | 減碼 |
| Twin City Private Wealth, LLC | 7,101 | $82.0 萬 | 0.72% | −483−6.4% | 減碼 |
| Five Oceans Advisors | 7,343 | $81.9 萬 | 0.39% | +2,087+39.7% | 加碼 |
| Central Trust Co | 7,329 | $81.7 萬 | 0.02% | +256+3.6% | 加碼 |
| Kingsview Wealth Management, LLC | 7,272 | $81.1 萬 | 0.02% | −178−2.4% | 減碼 |
| Joel Isaacson & Co., LLC | 7,261 | $80.9 萬 | 0.04% | +2,584+55.2% | 加碼 |
| Essex Financial Services, Inc. | 7,208 | $80.4 萬 | 0.06% | +171+2.4% | 加碼 |
| Value Partners Investments Inc. | 7,094 | $79.1 萬 | 0.07% | +2,401+51.2% | 加碼 |
| St. Clair Advisors, LLC | 7,092 | $79.1 萬 | 0.22% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 7,089 | $79.0 萬 | 0.06% | +310+4.6% | 加碼 |
| JNBA Financial Advisors | 7,074 | $78.9 萬 | 0.08% | −628−8.2% | 減碼 |
| Means Investment Co., Inc. | 7,066 | $78.8 萬 | 0.08% | −240−3.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,062 | $78.7 萬 | 0.04% | +85+1.2% | 加碼 |
| Romano Brothers and Company | 7,037 | $78.4 萬 | 0.10% | −275−3.8% | 減碼 |
| Skopos Labs, Inc. | 7,026 | $78.3 萬 | 0.17% | +6,463+1,148.0% | 加碼 |
| Anchor Investment Management, LLC | 7,026 | $78.3 萬 | 0.07% | −500−6.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 6,981 | $77.8 萬 | 0.28% | +362+5.5% | 加碼 |
| Drucker Wealth 3.0, LLC | 6,954 | $77.5 萬 | 0.17% | −1,471−17.5% | 減碼 |
| Crux Wealth Advisors | 6,928 | $77.2 萬 | 0.40% | +2,796+67.7% | 加碼 |
| Banco de Sabadell, S.A | 6,903 | $77.2 萬 | 0.59% | +51+0.7% | 加碼 |
| Cypress Asset Management Inc | 6,875 | $76.6 萬 | 0.21% | −207−2.9% | 減碼 |
| Keel Point, LLC | 6,874 | $76.6 萬 | 0.06% | +183+2.7% | 加碼 |
| Kimelman & Baird, LLC | 6,850 | $76.4 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 6,839 | $76.2 萬 | 0.01% | −247−3.5% | 減碼 |