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 2 季 13F 持有人
Novartis AG 在 2025/6/30 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
- 1,387
- 較 2025 年第 1 季 +44 家
- 持有股數
- 1.34 億
- 較 2025 年第 1 季 −516.2 萬 (−3.7%)
- 總市值
- $161.6 億
- 較 2025 年第 1 季 +$8.26 億 (+5.4%)
- 新進機構
- 120
- 另有 494 家加碼
- 清倉機構
- 76
- 另有 478 家減碼
另有 18 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 14,534 | $175.9 萬 | 0.10% | +12+0.1% | 加碼 |
| Baker Ellis Asset Management LLC | 14,561 | $176.2 萬 | 0.24% | +2,200+17.8% | 加碼 |
| Mosaic Financial Group, LLC | 14,986 | $181.3 萬 | 1.39% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 15,000 | $181.5 萬 | 0.17% | +3,780+33.7% | 加碼 |
| Savant Capital, LLC | 15,119 | $183.0 萬 | 0.01% | +3,714+32.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,185 | $183.8 萬 | 0.10% | −863−5.4% | 減碼 |
| Aaron Wealth Advisors | 15,228 | $184.3 萬 | 0.19% | +654+4.5% | 加碼 |
| PEAK6 LLC | 15,516 | $187.8 萬 | 0.06% | +15,516 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 15,518 | $187.8 萬 | 0.05% | +543+3.6% | 加碼 |
| Bessemer Group Inc | 15,573 | $188.3 萬 | 0.00% | +4,284+37.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 15,617 | $189.0 萬 | 0.22% | +2,831+22.1% | 加碼 |
| BTC Capital Management, Inc. | 15,751 | $190.6 萬 | 0.16% | +368+2.4% | 加碼 |
| Marshall Financial Group LLC | 15,634 | $190.9 萬 | 0.37% | +15,634 | 新進 |
| Level Four Advisory Services, LLC | 15,892 | $192.3 萬 | 0.07% | +4,596+40.7% | 加碼 |
| IAM Advisory, LLC | 15,901 | $192.4 萬 | 0.46% | +705+4.6% | 加碼 |
| Empire Financial Management Company, LLC | 15,939 | $192.9 萬 | 0.56% | +244+1.6% | 加碼 |
| Ascent Wealth Partners, LLC | 16,005 | $193.7 萬 | 0.24% | −136−0.8% | 減碼 |
| Aptus Capital Advisors, LLC | 16,156 | $195.5 萬 | 0.02% | −242−1.5% | 減碼 |
| Leo Wealth, LLC | 16,380 | $198.2 萬 | 0.15% | +2,210+15.6% | 加碼 |
| Quadcap Wealth Management, LLC | 16,426 | $198.8 萬 | 0.25% | +3,722+29.3% | 加碼 |
| Palisade Asset Management, LLC | 16,449 | $199.0 萬 | 0.20% | −175−1.1% | 減碼 |
| Advisors Management Group Inc | 16,513 | $199.8 萬 | 0.38% | −215−1.3% | 減碼 |
| Rothschild Investment LLC | 16,581 | $200.6 萬 | 0.13% | +48+0.3% | 加碼 |
| Perigon Wealth Management, LLC | 16,772 | $203.0 萬 | 0.05% | −124−0.7% | 減碼 |
| Patten Group, Inc. | 16,853 | $203.9 萬 | 0.43% | −117−0.7% | 減碼 |
| Abundance Wealth Counselors | 16,886 | $204.3 萬 | 0.38% | +3,158+23.0% | 加碼 |
| Headinvest, LLC | 16,884 | $204.3 萬 | 0.44% | −807−4.6% | 減碼 |
| New Vernon Capital Holdings II LLC | 16,911 | $204.6 萬 | 0.98% | −1,366,333−98.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 16,969 | $205.3 萬 | 0.16% | −4,244−20.0% | 減碼 |
| Integrated Wealth Concepts LLC | 17,029 | $206.1 萬 | 0.02% | −4,126−19.5% | 減碼 |
| Marietta Investment Partners LLC | 17,104 | $207.0 萬 | 0.45% | −600−3.4% | 減碼 |
| CIBC Asset Management Inc | 17,307 | $207.2 萬 | 0.01% | +921+5.6% | 加碼 |
| Nichols & Pratt Advisers LLP | 17,237 | $208.6 萬 | 0.14% | −185−1.1% | 減碼 |
| Altman Advisors, Inc. | 17,000 | $209.3 萬 | 0.85% | +547+3.3% | 加碼 |
| Farther Finance Advisors, LLC | 17,328 | $209.7 萬 | 0.04% | +1,700+10.9% | 加碼 |
| Kathmere Capital Management, LLC | 17,363 | $210.1 萬 | 0.16% | −1,379−7.4% | 減碼 |
| Triasima Portfolio Management inc. | 17,465 | $211.3 萬 | 0.39% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 17,475 | $211.5 萬 | 0.15% | −740−4.1% | 減碼 |
| Jamison Private Wealth Management, Inc. | 17,568 | $212.6 萬 | 0.31% | −110−0.6% | 減碼 |
| Benedict Financial Advisors Inc | 17,588 | $212.8 萬 | 0.48% | +161+0.9% | 加碼 |
| Csenge Advisory Group | 18,408 | $213.1 萬 | 0.11% | +432+2.4% | 加碼 |
| Lester Murray Antman dba SimplyRich | 17,776 | $215.1 萬 | 0.60% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 17,897 | $216.6 萬 | 0.03% | −1,662−8.5% | 減碼 |
| Independent Investors Inc | 17,900 | $216.6 萬 | 0.47% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 18,127 | $219.4 萬 | 0.53% | −1,335−6.9% | 減碼 |
| Abbot Financial Management, Inc. | 18,342 | $222.0 萬 | 1.02% | −87−0.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 18,280 | $222.8 萬 | 0.06% | −275−1.5% | 減碼 |
| Kahn Brothers Group Inc | 18,471 | $223.5 萬 | 0.45% | −3,438−15.7% | 減碼 |
| DGS Capital Management, LLC | 18,580 | $224.8 萬 | 0.46% | +3,508+23.3% | 加碼 |
| WCG Wealth Advisors LLC | 18,607 | $225.2 萬 | 0.15% | +174+0.9% | 加碼 |
| Johnson Investment Counsel Inc | 18,706 | $226.4 萬 | 0.02% | −400−2.1% | 減碼 |
| Trust Co of Toledo NA | 18,956 | $229.4 萬 | 0.25% | −189−1.0% | 減碼 |
| Clearstead Advisors, LLC | 19,044 | $230.5 萬 | 0.03% | +128+0.7% | 加碼 |
| Optimist Retirement Group LLC | 19,272 | $233.2 萬 | 1.12% | +69+0.4% | 加碼 |
| Everett Harris & Co | 19,363 | $234.3 萬 | 0.03% | −1,450−7.0% | 減碼 |
| Ieq Capital, LLC | 19,392 | $234.7 萬 | 0.01% | +5,493+39.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 19,594 | $237.1 萬 | 0.01% | −3,689−15.8% | 減碼 |
| Foster & Motley Inc | 19,969 | $241.6 萬 | 0.14% | +1,030+5.4% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 20,000 | $242.0 萬 | 0.42% | +20,000 | 新進 |
| Dynamic Advisor Solutions LLC | 20,377 | $246.6 萬 | 0.08% | +3,861+23.4% | 加碼 |
| Old Port Advisors | 20,406 | $246.9 萬 | 0.67% | +1,144+5.9% | 加碼 |
| Cloverfields Capital Group, LP | 20,495 | $248.0 萬 | 0.74% | +1,200+6.2% | 加碼 |
| Beacon Financial Group | 20,564 | $248.8 萬 | 0.26% | −84−0.4% | 減碼 |
| Coastline Trust Co | 20,621 | $249.5 萬 | 0.29% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 20,640 | $249.8 萬 | 0.09% | −1,121−5.2% | 減碼 |
| TD Asset Management Inc | 20,700 | $250.5 萬 | 0.00% | +3,271+18.8% | 加碼 |
| Bradley Foster & Sargent Inc | 20,955 | $253.6 萬 | 0.04% | −6,003−22.3% | 減碼 |
| Family Management Corp | 21,007 | $254.2 萬 | 0.39% | +74+0.4% | 加碼 |
| West Oak Capital, LLC | 21,413 | $259.1 萬 | 1.02% | +2,500+13.2% | 加碼 |
| Cascade Investment Advisors, Inc. | 21,755 | $263.3 萬 | 1.69% | −480−2.2% | 減碼 |
| Commerce Bank | 21,785 | $263.6 萬 | 0.02% | −2,028−8.5% | 減碼 |
| Denali Advisors LLC | 21,813 | $264.0 萬 | 0.27% | −123−0.6% | 減碼 |
| Advisors Asset Management, Inc. | 21,886 | $264.8 萬 | 0.05% | −2,450−10.1% | 減碼 |
| Skopos Labs, Inc. | 22,090 | $267.3 萬 | 0.35% | +15,064+214.4% | 加碼 |
| Huntington National Bank | 22,229 | $269.0 萬 | 0.02% | −230−1.0% | 減碼 |
| Peapack Gladstone Financial Corp | 22,497 | $272.2 萬 | 0.04% | +2,188+10.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 22,544 | $272.8 萬 | 1.21% | +319+1.4% | 加碼 |
| AMG National Trust Bank | 22,756 | $275.4 萬 | 0.07% | −100−0.4% | 減碼 |
| Russell Investments Group, Ltd. | 22,893 | $277.0 萬 | 0.00% | +5,846+34.3% | 加碼 |
| Choate Investment Advisors | 23,111 | $279.7 萬 | 0.06% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 23,296 | $281.9 萬 | 0.08% | +5,578+31.5% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 23,434 | $283.6 萬 | 0.39% | −451−1.9% | 減碼 |
| Tealwood Asset Management Inc | 23,581 | $285.4 萬 | 1.27% | −731−3.0% | 減碼 |
| Simplex Trading, LLC | 23,703 | $286.8 萬 | 0.08% | +23,703 | 新進 |
| apricus wealth, LLC | 23,768 | $287.6 萬 | 1.67% | +460+2.0% | 加碼 |
| We Are One Seven, LLC | 23,951 | $289.8 萬 | 0.09% | +644+2.8% | 加碼 |
| Fca Corp | 24,069 | $291.3 萬 | 0.87% | +519+2.2% | 加碼 |
| Fairfield, Bush & Co. | 24,224 | $293.1 萬 | 1.66% | −828−3.3% | 減碼 |
| Blue Square Asset Management, LLC | 24,283 | $293.8 萬 | 1.38% | +3,089+14.6% | 加碼 |
| Albert D Mason Inc | 24,364 | $294.8 萬 | 2.13% | −1,664−6.4% | 減碼 |
| Patten & Patten Inc | 24,385 | $295.1 萬 | 0.19% | −2,852−10.5% | 減碼 |
| MAI Capital Management | 24,493 | $296.4 萬 | 0.02% | +2,025+9.0% | 加碼 |
| Forum Financial Management, LP | 24,607 | $297.8 萬 | 0.05% | +88+0.4% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 24,655 | $298.4 萬 | 1.30% | +24,655 | 新進 |
| Fifth Third Bancorp | 24,839 | $300.6 萬 | 0.01% | +914+3.8% | 加碼 |
| Shelton Capital Management | 24,885 | $301.1 萬 | 0.07% | +17,045+217.4% | 加碼 |
| EagleClaw Capital Managment, LLC | 24,908 | $301.4 萬 | 0.45% | 00.0% | 不變 |
| Quartz Partners, LLC | 25,082 | $303.5 萬 | 1.39% | −137−0.5% | 減碼 |
| Hall Laurie J Trustee | 25,142 | $304.2 萬 | 1.01% | −1,000−3.8% | 減碼 |
| Arkadios Wealth Advisors | 25,629 | $310.1 萬 | 0.09% | −886−3.3% | 減碼 |