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 4 季 13F 持有人
Novartis AG 在 2025/12/31 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
- 1,515
- 較 2025 年第 3 季 +142 家
- 持有股數
- 1.33 億
- 較 2025 年第 3 季 −41.6 萬 (−0.3%)
- 總市值
- $183.8 億
- 較 2025 年第 3 季 +$12.3 億 (+7.2%)
- 新進機構
- 209
- 另有 496 家加碼
- 清倉機構
- 67
- 另有 478 家減碼
另有 32 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kahn Brothers Group Inc | 13,678 | $188.6 萬 | 0.33% | −648−4.5% | 減碼 |
| Parsons Capital Management Inc | 13,767 | $189.8 萬 | 0.10% | 00.0% | 不變 |
| Northstar Asset Management LLC | 13,925 | $192.0 萬 | 0.41% | 00.0% | 不變 |
| Marco Investment Management LLC | 14,020 | $193.3 萬 | 0.15% | −100−0.7% | 減碼 |
| Sepio Capital, LP | 14,027 | $193.4 萬 | 0.11% | +476+3.5% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 14,056 | $193.8 萬 | 0.40% | +14,056 | 新進 |
| Lowe Brockenbrough & Co Inc | 14,118 | $194.6 萬 | 0.10% | −231−1.6% | 減碼 |
| Voya Financial Advisors, Inc. | 14,077 | $195.9 萬 | 0.19% | −41−0.3% | 減碼 |
| Advisors Management Group Inc | 14,318 | $197.4 萬 | 0.36% | −1,835−11.4% | 減碼 |
| Greenleaf Trust | 14,424 | $198.9 萬 | 0.02% | +728+5.3% | 加碼 |
| Bailard, Inc. | 14,426 | $198.9 萬 | 0.04% | +2,305+19.0% | 加碼 |
| Gradient Investments LLC | 14,661 | $202.1 萬 | 0.03% | +4,390+42.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 14,815 | $204.3 萬 | 0.02% | +3,967+36.6% | 加碼 |
| Strategic Global Advisors, LLC | 14,873 | $205.1 萬 | 0.32% | +1,691+12.8% | 加碼 |
| Johnson Investment Counsel Inc | 14,966 | $206.3 萬 | 0.02% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 14,986 | $206.6 萬 | 1.41% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 15,059 | $207.6 萬 | 0.05% | −567−3.6% | 減碼 |
| Venturi Wealth Management, LLC | 15,078 | $207.9 萬 | 0.09% | +1,510+11.1% | 加碼 |
| Baker Ellis Asset Management LLC | 15,250 | $210.3 萬 | 0.25% | +539+3.7% | 加碼 |
| Warren Averett Asset Management, LLC | 15,647 | $215.7 萬 | 0.02% | +1,637+11.7% | 加碼 |
| Ascent Wealth Partners, LLC | 15,656 | $215.8 萬 | 0.25% | +19+0.1% | 加碼 |
| Wellington Management Group LLP | 15,828 | $218.2 萬 | 0.00% | −1,388,260−98.9% | 減碼 |
| Aptus Capital Advisors, LLC | 15,936 | $219.7 萬 | 0.02% | +646+4.2% | 加碼 |
| IAM Advisory, LLC | 16,201 | $223.4 萬 | 0.50% | +66+0.4% | 加碼 |
| WealthPlan Investment Management, LLC | 16,230 | $223.8 萬 | 0.14% | +6,836+72.8% | 加碼 |
| Quadcap Wealth Management, LLC | 16,255 | $224.1 萬 | 0.26% | −129−0.8% | 減碼 |
| TD Private Client Wealth LLC | 16,296 | $224.7 萬 | 0.05% | +1,898+13.2% | 加碼 |
| Headinvest, LLC | 16,332 | $225.2 萬 | 0.45% | −184−1.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 16,336 | $225.2 萬 | 0.12% | +1,145+7.5% | 加碼 |
| Regions Financial Corp | 16,376 | $225.8 萬 | 0.01% | −437−2.6% | 減碼 |
| Palisade Asset Management, LLC | 16,409 | $226.2 萬 | 0.22% | −50−0.3% | 減碼 |
| Smartleaf Asset Management LLC | 16,315 | $226.3 萬 | 0.09% | +1,987+13.9% | 加碼 |
| Leo Wealth, LLC | 16,428 | $226.5 萬 | 0.16% | +3,148+23.7% | 加碼 |
| Empire Financial Management Company, LLC | 16,484 | $227.3 萬 | 0.49% | +146+0.9% | 加碼 |
| XTX Topco Ltd | 16,489 | $227.3 萬 | 0.06% | +10,862+193.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 16,555 | $228.2 萬 | 0.07% | −3,311−16.7% | 減碼 |
| Rothschild Investment LLC | 16,783 | $231.4 萬 | 0.13% | +60.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 16,829 | $232.0 萬 | 0.03% | −508−2.9% | 減碼 |
| Marshall Financial Group LLC | 16,859 | $232.4 萬 | 0.45% | +484+3.0% | 加碼 |
| Jamison Private Wealth Management, Inc. | 16,871 | $232.6 萬 | 0.28% | −356−2.1% | 減碼 |
| New Vernon Capital Holdings II LLC | 16,911 | $233.2 萬 | 1.11% | 00.0% | 不變 |
| Abundance Wealth Counselors | 16,927 | $233.4 萬 | 0.39% | +73+0.4% | 加碼 |
| EP Wealth Advisors, LLC | 16,977 | $234.1 萬 | 0.01% | +16,977 | 新進 |
| Ipswich Investment Management Co., Inc. | 17,107 | $235.9 萬 | 0.55% | −105−0.6% | 減碼 |
| Altman Advisors, Inc. | 17,112 | $235.9 萬 | 0.89% | −24−0.1% | 減碼 |
| Patten Group, Inc. | 17,134 | $236.2 萬 | 0.44% | +321+1.9% | 加碼 |
| FSB Premier Wealth Management, Inc. | 17,219 | $237.4 萬 | 0.75% | +1,121+7.0% | 加碼 |
| Nichols & Pratt Advisers LLP | 17,347 | $239.2 萬 | 0.15% | +110+0.6% | 加碼 |
| HB Wealth Management, LLC | 17,362 | $239.4 萬 | 0.02% | +423+2.5% | 加碼 |
| BTC Capital Management, Inc. | 17,378 | $239.7 萬 | 0.17% | +99+0.6% | 加碼 |
| Benedict Financial Advisors Inc | 17,478 | $241.0 萬 | 0.51% | −41−0.2% | 減碼 |
| Checchi Capital Advisers, LLC | 17,757 | $244.8 萬 | 0.17% | −119−0.7% | 減碼 |
| Lester Murray Antman dba SimplyRich | 17,770 | $244.9 萬 | 0.64% | 00.0% | 不變 |
| Independent Investors Inc | 17,900 | $246.8 萬 | 0.46% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 18,086 | $249.4 萬 | 0.04% | −226−1.2% | 減碼 |
| Abacus Wealth Partners, LLC | 18,094 | $249.5 萬 | 0.24% | +16,328+924.6% | 加碼 |
| Abbot Financial Management, Inc. | 18,157 | $250.3 萬 | 1.04% | −50−0.3% | 減碼 |
| Level Four Advisory Services, LLC | 18,219 | $251.2 萬 | 0.08% | +175+1.0% | 加碼 |
| Marietta Investment Partners LLC | 18,237 | $251.4 萬 | 0.50% | +488+2.7% | 加碼 |
| Beutel, Goodman & Co Ltd. | 18,655 | $257.1 萬 | 0.02% | +215+1.2% | 加碼 |
| Acadian Asset Management LLC | 18,679 | $257.4 萬 | 0.00% | −9,854−34.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 18,678 | $257.5 萬 | 0.31% | +1,798+10.7% | 加碼 |
| Trust Co of Toledo NA | 18,956 | $261.3 萬 | 0.26% | 00.0% | 不變 |
| Optimist Retirement Group LLC | 18,979 | $261.7 萬 | 1.20% | −340−1.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 19,122 | $263.7 萬 | 0.06% | −892−4.5% | 減碼 |
| Clearstead Advisors, LLC | 19,130 | $263.8 萬 | 0.03% | +112+0.6% | 加碼 |
| Everett Harris & Co | 19,363 | $267.0 萬 | 0.03% | 00.0% | 不變 |
| Huntington National Bank | 19,434 | $267.9 萬 | 0.02% | −2,697−12.2% | 減碼 |
| Aaron Wealth Advisors | 19,719 | $271.9 萬 | 0.15% | +4,080+26.1% | 加碼 |
| Kathmere Capital Management, LLC | 19,925 | $274.7 萬 | 0.19% | −939−4.5% | 減碼 |
| Savant Capital, LLC | 19,982 | $275.5 萬 | 0.02% | +3,678+22.6% | 加碼 |
| Beacon Financial Group | 20,253 | $279.2 萬 | 0.28% | −196−1.0% | 減碼 |
| Family Management Corp | 20,338 | $280.4 萬 | 0.35% | +234+1.2% | 加碼 |
| Coastline Trust Co | 20,411 | $281.4 萬 | 0.26% | −50−0.2% | 減碼 |
| Perigon Wealth Management, LLC | 20,500 | $282.6 萬 | 0.05% | +3,543+20.9% | 加碼 |
| Evolve Private Wealth, LLC | 20,505 | $282.7 萬 | 0.17% | +20,505 | 新進 |
| Advisors Asset Management, Inc. | 20,783 | $286.5 萬 | 0.05% | +726+3.6% | 加碼 |
| DGS Capital Management, LLC | 20,859 | $287.6 萬 | 0.49% | +1,133+5.7% | 加碼 |
| Old Port Advisors | 20,992 | $289.4 萬 | 0.71% | +291+1.4% | 加碼 |
| Cascade Investment Advisors, Inc. | 21,055 | $290.3 萬 | 1.71% | −150−0.7% | 減碼 |
| Pinnacle Financial Partners, Inc. | 21,237 | $293.0 萬 | 0.02% | +21,237 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 21,436 | $295.5 萬 | 0.01% | +2,055+10.6% | 加碼 |
| Fairfield, Bush & Co. | 21,613 | $298.0 萬 | 1.57% | −1,241−5.4% | 減碼 |
| AlphaCore Capital LLC | 21,835 | $301.0 萬 | 0.07% | −1,129−4.9% | 減碼 |
| Foster & Motley Inc | 22,055 | $304.1 萬 | 0.16% | +2,279+11.5% | 加碼 |
| UBS Asset Management Americas Inc | 22,156 | $305.5 萬 | 0.00% | +22,156 | 新進 |
| Oppenheimer & Co Inc | 22,226 | $306.4 萬 | 0.04% | −14,618−39.7% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 22,349 | $308.1 萬 | 1.28% | −72−0.3% | 減碼 |
| Third View Private Wealth, LLC | 22,384 | $308.6 萬 | 0.42% | +22,384 | 新進 |
| Commerce Bank | 22,604 | $311.6 萬 | 0.02% | +461+2.1% | 加碼 |
| Fca Corp | 22,612 | $311.8 萬 | 0.88% | −1,820−7.4% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 22,754 | $313.7 萬 | 0.41% | −464−2.0% | 減碼 |
| Tealwood Asset Management Inc | 22,815 | $314.6 萬 | 1.41% | +100.0% | 加碼 |
| AMG National Trust Bank | 22,890 | $315.6 萬 | 0.07% | +134+0.6% | 加碼 |
| SageView Advisory Group, LLC | 23,339 | $321.8 萬 | 0.11% | −1,124−4.6% | 減碼 |
| Yousif Capital Management, LLC | 22,714 | $326.1 萬 | 0.04% | −3,095−12.0% | 減碼 |
| Patten & Patten Inc | 23,694 | $326.7 萬 | 0.19% | −233−1.0% | 減碼 |
| Cloverfields Capital Group, LP | 23,731 | $327.2 萬 | 1.01% | +5,119+27.5% | 加碼 |
| Blue Square Asset Management, LLC | 23,813 | $328.3 萬 | 1.46% | −427−1.8% | 減碼 |
| Capital Insight Partners, LLC | 23,985 | $330.7 萬 | 0.70% | −4,363−15.4% | 減碼 |