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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 5,185 | $62.7 萬 | 0.09% | +563+12.2% | 加碼 |
| Cascade Financial Partners, LLC | 5,205 | $63.0 萬 | 0.08% | +125+2.5% | 加碼 |
| Diversified Trust Co | 5,214 | $63.1 萬 | 0.01% | −237−4.3% | 減碼 |
| Regions Financial Corp | 5,233 | $63.3 萬 | 0.00% | −274−5.0% | 減碼 |
| Round Rock Advisors, LLC | 5,250 | $63.5 萬 | 0.11% | +1,500+40.0% | 加碼 |
| Modera Wealth Management, LLC | 5,255 | $63.6 萬 | 0.01% | −146−2.7% | 減碼 |
| Jain Global LLC | 5,300 | $64.1 萬 | 0.01% | +5,300 | 新進 |
| Forza Wealth Management, LLC | 5,349 | $64.7 萬 | 0.27% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 5,362 | $64.9 萬 | 0.02% | −85−1.6% | 減碼 |
| Gallacher Capital Management LLC | 5,371 | $65.0 萬 | 0.30% | +92+1.7% | 加碼 |
| E&G Advisors, LP | 5,377 | $65.1 萬 | 0.17% | −161−2.9% | 減碼 |
| MB, Levis & Associates, LLC | 5,410 | $65.5 萬 | 0.29% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 5,408 | $65.5 萬 | 0.31% | −104−1.9% | 減碼 |
| Seeds Investor LLC | 5,427 | $65.7 萬 | 0.15% | +428+8.6% | 加碼 |
| Kennebec Savings Bank | 5,445 | $65.9 萬 | 0.65% | −249−4.4% | 減碼 |
| Heritage Family Offices, LLP | 5,870 | $66.1 萬 | 0.33% | +4+0.1% | 加碼 |
| Cordatus Wealth Management LLC | 5,476 | $66.3 萬 | 0.16% | −68−1.2% | 減碼 |
| Burns J W & Co Inc | 5,482 | $66.3 萬 | 0.08% | −318−5.5% | 減碼 |
| Trust Point Inc. | 5,496 | $66.5 萬 | 0.06% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 5,521 | $66.8 萬 | 0.04% | +5+0.1% | 加碼 |
| CVA Family Office, LLC | 5,542 | $67.1 萬 | 0.09% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,551 | $67.2 萬 | 0.11% | −438−7.3% | 減碼 |
| Haven Private, LLC | 5,568 | $67.4 萬 | 0.30% | +2,480+80.3% | 加碼 |
| Penbrook Management LLC | 5,610 | $67.9 萬 | 0.51% | −150−2.6% | 減碼 |
| Steadtrust LLC | 5,611 | $67.9 萬 | 0.53% | +5,611 | 新進 |
| Frank, Rimerman Advisors LLC | 5,621 | $68.0 萬 | 0.05% | +2,910+107.3% | 加碼 |
| Jackson Square Capital, LLC | 5,621 | $68.0 萬 | 0.15% | +5,621 | 新進 |
| Ignite Planners, LLC | 5,970 | $68.2 萬 | 0.12% | +174+3.0% | 加碼 |
| Joel Isaacson & Co., LLC | 5,657 | $68.5 萬 | 0.03% | −1,604−22.1% | 減碼 |
| Drucker Wealth 3.0, LLC | 5,599 | $68.8 萬 | 0.13% | −1,355−19.5% | 減碼 |
| O'Brien Greene & Co. Inc | 5,698 | $69.0 萬 | 0.23% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 5,720 | $69.2 萬 | 0.08% | +3,100+118.3% | 加碼 |
| Radnor Capital Management, LLC | 5,725 | $69.3 萬 | 0.11% | +275+5.0% | 加碼 |
| StrongBox Wealth, LLC | 5,739 | $69.4 萬 | 0.26% | 00.0% | 不變 |
| Guerra Advisors Inc | 5,742 | $69.5 萬 | 0.33% | +1,040+22.1% | 加碼 |
| Cypress Capital Group | 5,776 | $69.9 萬 | 0.09% | +2,638+84.1% | 加碼 |
| Hutner Capital Management Inc | 5,787 | $70.0 萬 | 0.32% | +23+0.4% | 加碼 |
| Bradyco, Inc. | 6,691 | $70.7 萬 | 0.52% | 00.0% | 不變 |
| TownSquare Capital, LLC | 5,860 | $70.9 萬 | 0.07% | −84,992−93.5% | 減碼 |
| Summit Global Investments | 5,866 | $71.0 萬 | 0.04% | −7,255−55.3% | 減碼 |
| Motco | 6,252 | $71.1 萬 | 0.07% | −171−2.7% | 減碼 |
| Monticello Wealth Management, LLC | 5,878 | $71.1 萬 | 0.05% | +47+0.8% | 加碼 |
| Harbour Investments, Inc. | 5,883 | $71.2 萬 | 0.02% | −408−6.5% | 減碼 |
| Private Trust Co NA | 5,891 | $71.3 萬 | 0.07% | +357+6.5% | 加碼 |
| Umb Bank N A | 5,919 | $71.6 萬 | 0.01% | −49−0.8% | 減碼 |
| Eqis Capital Management, Inc. | 5,960 | $72.1 萬 | 0.06% | −622−9.5% | 減碼 |
| Liberty One Investment Management, LLC | 5,965 | $72.2 萬 | 0.07% | −339−5.4% | 減碼 |
| Centaurus Financial, Inc. | 5,985 | $72.4 萬 | 0.04% | +11+0.2% | 加碼 |
| Mezzasalma Advisors, LLC | 5,992 | $72.5 萬 | 0.22% | −825−12.1% | 減碼 |
| Brighton Jones LLC | 6,002 | $72.6 萬 | 0.02% | −5−0.1% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $72.8 萬 | 0.14% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,025 | $72.9 萬 | 0.02% | +762+14.5% | 加碼 |
| Jeppson Wealth Management, LLC | 6,048 | $73.2 萬 | 0.25% | −30−0.5% | 減碼 |
| Dakota Wealth Management | 6,049 | $73.2 萬 | 0.02% | −30.0% | 減碼 |
| Brucke Financial, Inc. | 6,052 | $73.2 萬 | 0.51% | 00.0% | 不變 |
| North Star Asset Management Inc | 6,052 | $73.2 萬 | 0.03% | +1,276+26.7% | 加碼 |
| Schulhoff & Co Inc | 6,058 | $73.3 萬 | 0.33% | +4+0.1% | 加碼 |
| NTV Asset Management LLC | 6,071 | $73.5 萬 | 0.09% | −150−2.4% | 減碼 |
| Financial & Tax Architects, LLC | 6,078 | $73.5 萬 | 0.18% | +48+0.8% | 加碼 |
| Heritage Wealth Management, Inc. | 6,145 | $74.4 萬 | 0.24% | −41−0.7% | 減碼 |
| St Germain D J Co Inc | 6,171 | $74.7 萬 | 0.03% | +39+0.6% | 加碼 |
| Arvest Bank Trust Division | 6,217 | $75.2 萬 | 0.04% | −15,425−71.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 6,235 | $75.4 萬 | 0.00% | −1,688−21.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,251 | $75.6 萬 | 0.03% | +1,305+26.4% | 加碼 |
| May Hill Capital, LLC | 6,274 | $75.9 萬 | 0.25% | +2,084+49.7% | 加碼 |
| Harrell Investment Partners, LLC | 6,279 | $76.0 萬 | 0.19% | +6,279 | 新進 |
| Goldstone Financial Group, LLC | 6,251 | $76.2 萬 | 0.10% | +1,378+28.3% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,298 | $76.2 萬 | 0.12% | +1,706+37.2% | 加碼 |
| Allianz Asset Management GmbH | 6,300 | $76.2 萬 | 0.00% | −400−6.0% | 減碼 |
| Stephens Inc | 6,317 | $76.4 萬 | 0.01% | −64−1.0% | 減碼 |
| Neville Rodie & Shaw Inc | 6,410 | $77.6 萬 | 0.06% | −50−0.8% | 減碼 |
| Gradient Investments LLC | 6,419 | $77.7 萬 | 0.01% | +1,043+19.4% | 加碼 |
| Nixon Peabody Trust Co | 6,449 | $78.0 萬 | 0.06% | −1,393−17.8% | 減碼 |
| Bridgefront Capital, LLC | 6,488 | $78.5 萬 | 0.21% | −2,665−29.1% | 減碼 |
| 1832 Asset Management L.P. | 6,502 | $78.7 萬 | 0.00% | +160+2.5% | 加碼 |
| Price T Rowe Associates Inc | 6,540 | $79.2 萬 | 0.00% | −46,108−87.6% | 減碼 |
| Klingenstein Fields & Co LP | 6,547 | $79.2 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 6,549 | $79.3 萬 | 0.01% | −262−3.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,551 | $79.3 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 6,557 | $79.3 萬 | 0.01% | +197+3.1% | 加碼 |
| Cary Street Partners Financial LLC | 6,579 | $79.6 萬 | 0.02% | −170−2.5% | 減碼 |
| Marotta Asset Management | 6,623 | $80.1 萬 | 0.16% | −647−8.9% | 減碼 |
| Lantz Financial LLC | 6,627 | $80.2 萬 | 0.20% | +17+0.3% | 加碼 |
| Wedmont Private Capital | 6,533 | $80.3 萬 | 0.03% | +32+0.5% | 加碼 |
| Sowell Financial Services LLC | 6,687 | $80.9 萬 | 0.03% | +206+3.2% | 加碼 |
| Peoples Bank | 6,688 | $80.9 萬 | 0.54% | +150+2.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 6,701 | $81.1 萬 | 0.00% | +3,019+82.0% | 加碼 |
| Henshaw Capital LLC | 6,724 | $81.4 萬 | 0.03% | 00.0% | 不變 |
| Osprey Private Wealth LLC | 6,675 | $81.4 萬 | 0.44% | +100+1.5% | 加碼 |
| Buckingham Strategic Partners | 6,755 | $81.7 萬 | 0.01% | +73+1.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 6,781 | $82.1 萬 | 0.01% | 00.0% | 不變 |
| Kennedy Investment Group | 6,803 | $82.3 萬 | 0.35% | +4+0.1% | 加碼 |
| Kimelman & Baird, LLC | 6,850 | $82.9 萬 | 0.07% | 00.0% | 不變 |
| Cypress Asset Management Inc | 6,875 | $83.2 萬 | 0.20% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 6,880 | $83.3 萬 | 0.27% | −101−1.4% | 減碼 |
| Anchor Investment Management, LLC | 6,926 | $83.8 萬 | 0.07% | −100−1.4% | 減碼 |
| Banco de Sabadell, S.A | 6,936 | $83.9 萬 | 0.58% | +33+0.5% | 加碼 |
| Net Worth Advisory Group | 7,013 | $84.9 萬 | 0.19% | +431+6.5% | 加碼 |
| Romano Brothers and Company | 7,043 | $85.2 萬 | 0.11% | +6+0.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,057 | $85.4 萬 | 0.04% | −5−0.1% | 減碼 |