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 |
|---|---|---|---|---|---|
| Hopwood Financial Services, Inc. | 2,425 | $29.3 萬 | 0.23% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,429 | $29.4 萬 | 0.16% | +207+9.3% | 加碼 |
| Opal Wealth Advisors, LLC | 2,438 | $29.5 萬 | 0.08% | −77−3.1% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,448 | $29.6 萬 | 0.22% | −10−0.4% | 減碼 |
| Sheets Smith Wealth Management | 2,450 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Essex LLC | 2,450 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| Change Path, LLC | 2,457 | $29.7 萬 | 0.01% | −20−0.8% | 減碼 |
| Laraway Financial Inc | 2,467 | $29.9 萬 | 0.23% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,537 | $29.9 萬 | 0.01% | +42+1.7% | 加碼 |
| Stonegate Investment Group, LLC | 2,488 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,493 | $30.2 萬 | 0.01% | +2,493 | 新進 |
| Portfolio Design Labs, LLC | 2,502 | $30.3 萬 | 0.06% | −637−20.3% | 減碼 |
| Wimmer Associates 1, LLC | 2,524 | $30.5 萬 | 0.16% | 00.0% | 不變 |
| Norris Perne & French LLP | 2,531 | $30.6 萬 | 0.02% | +99+4.1% | 加碼 |
| GF Fund Management Co. Ltd. | 2,542 | $30.8 萬 | 0.01% | +2,542 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,550 | $30.9 萬 | 0.09% | −1,000−28.2% | 減碼 |
| Elmwood Wealth Management, Inc. | 2,553 | $30.9 萬 | 0.12% | −98−3.7% | 減碼 |
| BBR Partners, LLC | 2,565 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 2,568 | $31.1 萬 | 0.01% | +716+38.7% | 加碼 |
| GSB Wealth Management, LLC | 2,573 | $31.1 萬 | 0.08% | +5+0.2% | 加碼 |
| Compass Ion Advisors, LLC | 2,575 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Maia Wealth LLC | 2,586 | $31.3 萬 | 0.06% | −700−21.3% | 減碼 |
| Wealth Group, Ltd. | 2,586 | $31.3 萬 | 0.31% | −1,684−39.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 2,590 | $31.3 萬 | 0.02% | +630+32.1% | 加碼 |
| Key Financial Inc | 2,592 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| Jacobs & Co | 2,600 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 2,601 | $31.5 萬 | 0.05% | 00.0% | 不變 |
| Eagle Strategies LLC | 2,603 | $31.5 萬 | 0.05% | +33+1.3% | 加碼 |
| Apexium Financial, LP | 2,613 | $31.6 萬 | 0.02% | +469+21.9% | 加碼 |
| Great Diamond Partners, LLC | 2,619 | $31.7 萬 | 0.07% | +800+44.0% | 加碼 |
| BKD Wealth Advisors, LLC | 2,628 | $31.8 萬 | 0.01% | −298−10.2% | 減碼 |
| Consolidated Portfolio Review Corp | 2,629 | $31.8 萬 | 0.04% | +31+1.2% | 加碼 |
| Rydar Equities, Inc. | 2,630 | $31.8 萬 | 0.25% | +2,630 | 新進 |
| Peddock Capital Advisors, LLC | 2,632 | $31.8 萬 | 0.07% | −550−17.3% | 減碼 |
| MONECO Advisors, LLC | 2,635 | $31.9 萬 | 0.03% | +32+1.2% | 加碼 |
| Roundview Capital LLC | 2,645 | $32.0 萬 | 0.02% | −13−0.5% | 減碼 |
| Ancora Advisors, LLC | 2,653 | $32.1 萬 | 0.01% | −154−5.5% | 減碼 |
| Graypoint LLC | 2,662 | $32.2 萬 | 0.02% | −306−10.3% | 減碼 |
| Rossby Financial, LCC | 2,664 | $32.2 萬 | 0.12% | +99+3.9% | 加碼 |
| Watershed Private Wealth LLC | 2,665 | $32.2 萬 | 0.12% | −265−9.0% | 減碼 |
| Argent Advisors, Inc. | 2,670 | $32.3 萬 | 0.10% | −193−6.7% | 減碼 |
| Evoke Wealth, LLC | 2,674 | $32.4 萬 | 0.01% | +835+45.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 2,685 | $32.5 萬 | 0.01% | −356−11.7% | 減碼 |
| Angeles Wealth Management, LLC | 2,685 | $32.5 萬 | 0.02% | +567+26.8% | 加碼 |
| Kapstone Financial Advisors LLC | 2,695 | $32.6 萬 | 0.16% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 2,700 | $32.7 萬 | 0.06% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2,702 | $32.7 萬 | 0.17% | −120−4.3% | 減碼 |
| Philadelphia Trust Co | 2,700 | $32.7 萬 | 0.03% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 2,707 | $32.8 萬 | 0.07% | +56+2.1% | 加碼 |
| American Trust Investment Advisors, LLC | 2,725 | $33.0 萬 | 0.17% | −3,990−59.4% | 減碼 |
| Northstar Group, Inc. | 2,729 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,733 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 2,734 | $33.1 萬 | 0.05% | −34−1.2% | 減碼 |
| Crestwood Advisors Group LLC | 2,750 | $33.3 萬 | 0.01% | −220−7.4% | 減碼 |
| Xponance, Inc. | 2,771 | $33.5 萬 | 0.00% | +46+1.7% | 加碼 |
| Riversedge Advisors, LLC | 2,773 | $33.6 萬 | 0.07% | +406+17.2% | 加碼 |
| Essex Investment Management Co LLC | 2,775 | $33.6 萬 | 0.06% | 00.0% | 不變 |
| Paradigm Capital Management, LLC | 2,775 | $33.6 萬 | 0.33% | +75+2.8% | 加碼 |
| LRI Investments, LLC | 2,778 | $33.6 萬 | 0.03% | +44+1.6% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 2,786 | $33.7 萬 | 0.01% | +8+0.3% | 加碼 |
| Magnus Financial Group LLC | 2,788 | $33.7 萬 | 0.03% | +139+5.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,794 | $33.8 萬 | 0.02% | −352−11.2% | 減碼 |
| Flywheel Private Wealth LLC | 2,797 | $33.8 萬 | 0.27% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 2,800 | $33.9 萬 | 0.22% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,801 | $33.9 萬 | 0.00% | +159+6.0% | 加碼 |
| Two Sigma Securities, LLC | 2,808 | $34.0 萬 | 0.04% | +2,808 | 新進 |
| Quad-Cities Investment Group, LLC | 2,809 | $34.0 萬 | 0.15% | −161−5.4% | 減碼 |
| Thomasville National Bank | 2,814 | $34.1 萬 | 0.02% | −130−4.4% | 減碼 |
| Keudell/Morrison Wealth Management | 2,828 | $34.2 萬 | 0.08% | 00.0% | 不變 |
| Brady Family Wealth, LLC | 2,831 | $34.3 萬 | 0.11% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,832 | $34.3 萬 | 0.03% | −25−0.9% | 減碼 |
| J Hagan Capital, Inc. | 3,010 | $34.4 萬 | 0.23% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 2,849 | $34.4 萬 | 0.02% | −257−8.3% | 減碼 |
| Weatherly Asset Management L. P. | 2,858 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,870 | $34.7 萬 | 0.09% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 3,039 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Busey Wealth Management | 2,889 | $35.0 萬 | 0.01% | −194−6.3% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 2,893 | $35.0 萬 | 0.18% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 2,900 | $35.1 萬 | 0.21% | +2,900 | 新進 |
| Carr Financial Group Corp | 2,923 | $35.4 萬 | 0.10% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 2,925 | $35.4 萬 | 0.30% | −5−0.2% | 減碼 |
| Vicus Capital | 2,936 | $35.5 萬 | 0.03% | +70+2.4% | 加碼 |
| Legacy Capital Group California, Inc. | 2,959 | $35.8 萬 | 0.10% | +275+10.2% | 加碼 |
| Viawealth, LLC | 2,963 | $35.9 萬 | 0.21% | −166−5.3% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 2,969 | $35.9 萬 | 0.10% | 00.0% | 不變 |
| Addison Advisors LLC | 2,972 | $36.0 萬 | 0.09% | +236+8.6% | 加碼 |
| CFS Investment Advisory Services, LLC | 2,971 | $36.0 萬 | 0.03% | +516+21.0% | 加碼 |
| Beacon Investment Advisors LLC | 3,000 | $36.0 萬 | 0.16% | −10.0% | 減碼 |
| Sovran Advisors, LLC | 2,970 | $36.1 萬 | 0.04% | +2,970 | 新進 |
| Sentry LLC | 3,010 | $36.4 萬 | 0.07% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 3,011 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| Blake Schutter Theil Wealth Advisors, LLC | 3,011 | $36.4 萬 | 0.41% | 00.0% | 不變 |
| Convergence Financial, LLC | 3,015 | $36.5 萬 | 0.06% | +18+0.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,021 | $36.6 萬 | 0.02% | +855+39.5% | 加碼 |
| PFG Investments, LLC | 3,050 | $36.9 萬 | 0.02% | +112+3.8% | 加碼 |
| Belmont Capital, LLC | 3,058 | $37.0 萬 | 0.06% | 00.0% | 不變 |
| Foster Group, Inc. | 3,060 | $37.0 萬 | 0.01% | +21+0.7% | 加碼 |
| Severin Investments, LLC | 3,063 | $37.1 萬 | 0.35% | +3,063 | 新進 |
| Charter Trust Co | 3,063 | $37.1 萬 | 0.02% | −300−8.9% | 減碼 |