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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 50,760 | $614.2 萬 | 0.49% | −1,222−2.4% | 減碼 |
| Glassy Mountain Advisors, Inc. | 51,437 | $622.4 萬 | 2.00% | +1,071+2.1% | 加碼 |
| Colony Group, LLC | 51,637 | $624.9 萬 | 0.01% | +4,089+8.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 52,022 | $629.5 萬 | 0.14% | +37,429+256.5% | 加碼 |
| Bleakley Financial Group, LLC | 52,167 | $631.3 萬 | 0.16% | −756−1.4% | 減碼 |
| Monte Financial Group, LLC | 52,462 | $634.8 萬 | 2.47% | −492−0.9% | 減碼 |
| Boston Partners | 52,730 | $636.9 萬 | 0.01% | +11,247+27.1% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 52,701 | $637.7 萬 | 2.08% | +762+1.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 52,862 | $639.7 萬 | 0.02% | −5,603−9.6% | 減碼 |
| Atria Investments LLC | 53,286 | $644.8 萬 | 0.08% | +6,793+14.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 53,447 | $646.8 萬 | 0.04% | −700−1.3% | 減碼 |
| Whittier Trust Co | 55,038 | $666.0 萬 | 0.08% | +1,849+3.5% | 加碼 |
| Park Avenue Securities LLC | 55,319 | $669.4 萬 | 0.06% | +8,811+18.9% | 加碼 |
| Quadrant Capital Group LLC | 57,432 | $695.0 萬 | 0.25% | −7,545−11.6% | 減碼 |
| Fiduciary Trust Co | 57,995 | $701.8 萬 | 0.09% | −1,428−2.4% | 減碼 |
| Pinnacle Associates Ltd | 58,075 | $702.8 萬 | 0.10% | −626−1.1% | 減碼 |
| Country Club Bank | 60,099 | $721.2 萬 | 0.45% | −848−1.4% | 減碼 |
| RMB Capital Management, LLC | 60,222 | $728.7 萬 | 0.14% | +4,372+7.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 61,105 | $739.4 萬 | 0.08% | +2,638+4.5% | 加碼 |
| Welch & Forbes LLC | 61,809 | $748.0 萬 | 0.09% | +515+0.8% | 加碼 |
| Banco Santander, S.A. | 62,361 | $754.6 萬 | 0.07% | −63−0.1% | 減碼 |
| GQG Partners LLC | 62,535 | $756.8 萬 | 0.01% | +59,079+1,709.5% | 加碼 |
| Mengis Capital Management, Inc. | 64,483 | $780.3 萬 | 1.66% | −15,630−19.5% | 減碼 |
| Empowered Funds, LLC | 64,835 | $784.6 萬 | 0.09% | +49,010+309.7% | 加碼 |
| Legal & General Group Plc | 65,156 | $788.4 萬 | 0.00% | +14,073+27.5% | 加碼 |
| Blair William & Co | 66,107 | $800.0 萬 | 0.02% | −10,415−13.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 66,544 | $805.2 萬 | 0.01% | −53−0.1% | 減碼 |
| GWM Advisors LLC | 68,283 | $826.3 萬 | 0.04% | −8,805−11.4% | 減碼 |
| Baird Financial Group, Inc. | 69,062 | $835.7 萬 | 0.01% | −16,069−18.9% | 減碼 |
| Camden National Bank | 71,057 | $859.9 萬 | 1.24% | −1,251−1.7% | 減碼 |
| National Bank of Canada | 71,204 | $869.3 萬 | 0.01% | +23,733+50.0% | 加碼 |
| Alliancebernstein L.P. | 71,972 | $870.9 萬 | 0.00% | −36,753−33.8% | 減碼 |
| AQR Capital Management LLC | 73,512 | $889.6 萬 | 0.01% | +50,939+225.7% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 73,657 | $891.3 萬 | 0.44% | −2,701−3.5% | 減碼 |
| Lockheed Martin Investment Management Co | 73,700 | $891.8 萬 | 0.33% | +73,700 | 新進 |
| Tower Bridge Advisors | 74,344 | $899.6 萬 | 0.97% | −3,591−4.6% | 減碼 |
| Massachusetts Financial Services Co | 74,488 | $901.4 萬 | 0.00% | +34,537+86.4% | 加碼 |
| Congress Wealth Management LLC | 75,340 | $911.7 萬 | 0.09% | +26,009+52.7% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,841 | $917.8 萬 | 2.40% | +221+0.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 76,420 | $924.8 萬 | 0.33% | −2,109−2.7% | 減碼 |
| United Capital Financial Advisers, LLC | 76,452 | $925.1 萬 | 0.07% | −426−0.6% | 減碼 |
| Live Oak Private Wealth LLC | 76,615 | $927.1 萬 | 1.38% | −69−0.1% | 減碼 |
| Cohen Capital Management, Inc. | 77,263 | $935.0 萬 | 1.52% | −1,640−2.1% | 減碼 |
| Tweedy, Browne Co LLC | 77,269 | $935.0 萬 | 0.87% | −3,756−4.6% | 減碼 |
| Victory Capital Management Inc | 78,104 | $945.1 萬 | 0.01% | −44,926−36.5% | 減碼 |
| Sanctuary Advisors, LLC | 78,568 | $950.7 萬 | 0.06% | +1,604+2.1% | 加碼 |
| Altrius Capital Management Inc | 78,909 | $954.9 萬 | 2.23% | −703−0.9% | 減碼 |
| Gabelli Funds LLC | 79,400 | $960.8 萬 | 0.07% | −500−0.6% | 減碼 |
| Ethic Inc. | 81,348 | $976.3 萬 | 0.17% | −4,573−5.3% | 減碼 |
| Eldred Rock Partners, LLC | 80,882 | $978.8 萬 | 2.97% | +47+0.1% | 加碼 |
| Investment House LLC | 81,817 | $990.1 萬 | 0.50% | −387−0.5% | 減碼 |
| CWM, LLC | 82,659 | $1,000 萬 | 0.04% | +13,687+19.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 85,823 | $1,039 萬 | 0.14% | +636+0.7% | 加碼 |
| Callan Family Office, LLC | 87,048 | $1,053 萬 | 0.33% | +60,949+233.5% | 加碼 |
| Osterweis Capital Management Inc | – | $1,069 萬 | 0.51% | – | – |
| Matthew Goff Investment Advisor, LLC | 88,759 | $1,074 萬 | 1.99% | −602−0.7% | 減碼 |
| Capital Wealth Planning, LLC | 90,385 | $1,094 萬 | 0.09% | +38,925+75.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 90,592 | $1,096 萬 | 0.01% | +110.0% | 加碼 |
| Bahl & Gaynor Inc | 91,639 | $1,109 萬 | 0.06% | −1,915−2.0% | 減碼 |
| Euro Pacific Asset Management, LLC | 93,058 | $1,126 萬 | 1.82% | −903−1.0% | 減碼 |
| American Assets Investment Management, LLC | 93,610 | $1,133 萬 | 0.91% | 00.0% | 不變 |
| Allworth Financial LP | 95,858 | $1,160 萬 | 0.06% | +971+1.0% | 加碼 |
| Manning & Napier Advisors LLC | 95,915 | $1,161 萬 | 0.14% | −37,393−28.1% | 減碼 |
| Rockefeller Capital Management L.P. | 97,743 | $1,183 萬 | 0.03% | −3,920−3.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 98,416 | $1,191 萬 | 0.42% | −19,603−16.6% | 減碼 |
| Zevin Asset Management LLC | 99,336 | $1,202 萬 | 1.73% | −2,173−2.1% | 減碼 |
| Federated Hermes, Inc. | 99,603 | $1,205 萬 | 0.02% | −1,473−1.5% | 減碼 |
| Ritholtz Wealth Management | 100,665 | $1,218 萬 | 0.27% | +9,355+10.2% | 加碼 |
| New York State Common Retirement Fund | 102,545 | $1,241 萬 | 0.02% | +1,020+1.0% | 加碼 |
| Pathstone Holdings, LLC | 103,024 | $1,247 萬 | 0.05% | −26,459−20.4% | 減碼 |
| Cresset Asset Management, LLC | 104,952 | $1,270 萬 | 0.06% | −8,881−7.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 106,636 | $1,293 萬 | 0.10% | +9,588+9.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 110,739 | $1,340 萬 | 1.16% | −1,595−1.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 110,120 | $1,356 萬 | 0.02% | −2,349−2.1% | 減碼 |
| Neuberger Berman Group LLC | 115,299 | $1,395 萬 | 0.01% | +6,169+5.7% | 加碼 |
| Tocqueville Asset Management L.P. | 116,314 | $1,408 萬 | 0.21% | −1,179−1.0% | 減碼 |
| JustInvest LLC | 125,612 | $1,520 萬 | 0.17% | +16,063+14.7% | 加碼 |
| Ingalls & Snyder LLC | 132,017 | $1,598 萬 | 0.57% | +5,769+4.6% | 加碼 |
| Mercer Global Advisors Inc | 134,906 | $1,633 萬 | 0.04% | −7,101−5.0% | 減碼 |
| GW Henssler & Associates Ltd | 135,406 | $1,639 萬 | 0.88% | −1,012−0.7% | 減碼 |
| ProVise Management Group, LLC | 136,467 | $1,651 萬 | 1.30% | +3,644+2.7% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 136,823 | $1,656 萬 | 3.28% | +455+0.3% | 加碼 |
| John G Ullman & Associates Inc | 137,407 | $1,663 萬 | 2.47% | −716−0.5% | 減碼 |
| Boston Common Asset Management, LLC | 138,583 | $1,677 萬 | 0.47% | −11,877−7.9% | 減碼 |
| Coleford Investment Management Ltd. | 138,750 | $1,679 萬 | 4.34% | −750−0.5% | 減碼 |
| Wilkins Investment Counsel Inc | 139,420 | $1,687 萬 | 2.39% | −9,895−6.6% | 減碼 |
| Cetera Investment Advisers | 147,261 | $1,782 萬 | 0.03% | +20,733+16.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 146,533 | $1,786 萬 | 0.03% | +5,780+4.1% | 加碼 |
| Captrust Financial Advisors | 151,265 | $1,830 萬 | 0.04% | +11,674+8.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 152,066 | $1,840 萬 | 0.08% | +97,904+180.8% | 加碼 |
| Oak Associates, Ltd | 157,880 | $1,911 萬 | 1.25% | +5,481+3.6% | 加碼 |
| M&T Bank Corp | 158,678 | $1,920 萬 | 0.07% | −547−0.3% | 減碼 |
| CIBC World Markets Inc. | 158,998 | $1,924 萬 | 0.04% | −1,704,000−91.5% | 減碼 |
| Grandfield & Dodd, LLC | 162,307 | $1,964 萬 | 1.15% | −918−0.6% | 減碼 |
| Foresight Global Investors, Inc. | 164,924 | $1,996 萬 | 14.17% | −22,901−12.2% | 減碼 |
| Douglas Lane & Associates, LLC | 165,271 | $2,000 萬 | 0.29% | −4,204−2.5% | 減碼 |
| Jones Financial Companies LLLP | 173,116 | $2,080 萬 | 0.02% | +17,671+11.4% | 加碼 |
| Advisor Group Holdings, Inc. | 181,477 | $2,137 萬 | 0.04% | +79,507+78.0% | 加碼 |
| Point72 Europe (London) LLP | 186,051 | $2,251 萬 | 1.16% | +83,792+81.9% | 加碼 |
| Brown Advisory Inc | 190,121 | $2,301 萬 | 0.03% | −4,046−2.1% | 減碼 |