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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 2,301 | $31.7 萬 | 0.18% | −395−14.7% | 減碼 |
| Caldwell Trust Co | 2,310 | $31.8 萬 | 0.03% | −618−21.1% | 減碼 |
| Empower Advisory Group, LLC | 2,310 | $31.8 萬 | 0.00% | +430+22.9% | 加碼 |
| Enterprise Financial Services Corp | 2,323 | $32.0 萬 | 0.16% | −44−1.9% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 2,329 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| R Squared Ltd | 2,333 | $32.2 萬 | 0.15% | −381−14.0% | 減碼 |
| Shoker Investment Counsel, Inc. | 2,335 | $32.2 萬 | 0.09% | 00.0% | 不變 |
| BBR Partners, LLC | 2,343 | $32.3 萬 | 0.02% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 2,350 | $32.4 萬 | 0.02% | −846−26.5% | 減碼 |
| NorthRock Partners, LLC | 2,353 | $32.4 萬 | 0.01% | +440+23.0% | 加碼 |
| Horizon Wealth Management, LLC | 2,354 | $32.5 萬 | 0.05% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 2,550 | $32.7 萬 | 0.05% | −225−8.1% | 減碼 |
| Van Strum & Towne Inc. | 2,372 | $32.7 萬 | 0.09% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 2,375 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 2,384 | $32.9 萬 | 0.08% | +317+15.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,389 | $32.9 萬 | 0.02% | +538+29.1% | 加碼 |
| 44 Wealth Management LLC | 2,401 | $33.1 萬 | 0.11% | +2,401 | 新進 |
| IFG Advisory, LLC | 2,414 | $33.3 萬 | 0.01% | +205+9.3% | 加碼 |
| OneAscent Family Office, LLC | 2,416 | $33.3 萬 | 0.23% | +2,416 | 新進 |
| Hopwood Financial Services, Inc. | 2,425 | $33.4 萬 | 0.24% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 2,430 | $33.5 萬 | 0.03% | +618+34.1% | 加碼 |
| Greenup Street Wealth Management LLC | 2,444 | $33.7 萬 | 0.05% | −28,788−92.2% | 減碼 |
| Convergence Financial, LLC | 2,446 | $33.7 萬 | 0.05% | −372−13.2% | 減碼 |
| Sheets Smith Wealth Management | 2,450 | $33.8 萬 | 0.04% | 00.0% | 不變 |
| Essex LLC | 2,450 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 2,455 | $33.8 萬 | 0.02% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,455 | $33.8 萬 | 0.02% | +228+10.2% | 加碼 |
| Flatrock Wealth Partners LLC | 2,461 | $33.9 萬 | 0.16% | +2,461 | 新進 |
| Laraway Financial Inc | 2,467 | $34.0 萬 | 0.22% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 2,481 | $34.2 萬 | 0.07% | +2,481 | 新進 |
| Busey Wealth Management | 2,509 | $34.6 萬 | 0.01% | −271−9.7% | 減碼 |
| Norris Perne & French LLP | 2,521 | $34.8 萬 | 0.02% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,524 | $34.8 萬 | 0.16% | 00.0% | 不變 |
| Legacy Advisors, LLC | 2,524 | $34.8 萬 | 0.04% | +2,524 | 新進 |
| Cape Cod Five Cents Savings Bank | 3,039 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| JM2 Capital Inc. | 2,547 | $35.1 萬 | 0.28% | +2,547 | 新進 |
| Great Diamond Partners, LLC | 2,553 | $35.2 萬 | 0.07% | −79−3.0% | 減碼 |
| Compass Ion Advisors, LLC | 2,560 | $35.3 萬 | 0.03% | −164−6.0% | 減碼 |
| Quantum Financial Advisors, LLC | 2,564 | $35.3 萬 | 0.04% | +2,564 | 新進 |
| GSB Wealth Management, LLC | 2,573 | $35.5 萬 | 0.08% | 00.0% | 不變 |
| StoneX Group Inc. | 2,573 | $35.5 萬 | 0.02% | +342+15.3% | 加碼 |
| CNB Bank | 2,575 | $35.5 萬 | 0.15% | −499−16.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 2,589 | $35.7 萬 | 0.03% | +2,589 | 新進 |
| Beese Fulmer Investment Management, Inc. | 2,590 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| Key Financial Inc | 2,592 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| Jacobs & Co | 2,600 | $35.8 萬 | 0.03% | 00.0% | 不變 |
| Viewpoint Investment Partners Corp | 2,600 | $35.8 萬 | 0.17% | +2,600 | 新進 |
| Meridian Wealth Advisors, LLC | 2,601 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| Eagle Strategies LLC | 2,603 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 2,606 | $35.9 萬 | 0.05% | +480+22.6% | 加碼 |
| MONECO Advisors, LLC | 2,614 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 2,617 | $36.1 萬 | 0.03% | −76−2.8% | 減碼 |
| a16z Perennial Management, L.P. | 2,618 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| Aspiriant, LLC | 2,631 | $36.3 萬 | 0.01% | +728+38.3% | 加碼 |
| Peddock Capital Advisors, LLC | 2,632 | $36.3 萬 | 0.08% | 00.0% | 不變 |
| Hilton Head Capital Partners, LLC | 2,635 | $36.3 萬 | 0.21% | +2,635 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,647 | $36.5 萬 | 0.10% | +52+2.0% | 加碼 |
| Stegent Equity Advisors, Inc. | 2,656 | $36.6 萬 | 0.29% | +2,656 | 新進 |
| Watershed Private Wealth LLC | 2,665 | $36.7 萬 | 0.11% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 2,668 | $36.8 萬 | 0.02% | −181−6.4% | 減碼 |
| Berkshire Bank | 2,674 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| Summit Global Investments | 2,683 | $37.0 萬 | 0.02% | +2,683 | 新進 |
| Kapstone Financial Advisors LLC | 2,695 | $37.2 萬 | 0.18% | 00.0% | 不變 |
| Philadelphia Trust Co | 2,700 | $37.2 萬 | 0.03% | 00.0% | 不變 |
| Ewa, LLC | 2,706 | $37.3 萬 | 0.09% | +152+6.0% | 加碼 |
| Roundview Capital LLC | 2,711 | $37.4 萬 | 0.02% | +66+2.5% | 加碼 |
| Rossby Financial, LCC | 2,720 | $37.5 萬 | 0.12% | −3−0.1% | 減碼 |
| Northstar Group, Inc. | 2,729 | $37.6 萬 | 0.05% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,733 | $37.7 萬 | 0.02% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,740 | $37.8 萬 | 0.02% | +112+4.3% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,751 | $37.9 萬 | 0.05% | +223+8.8% | 加碼 |
| Gotham Asset Management, LLC | 2,755 | $38.0 萬 | 0.00% | +799+40.8% | 加碼 |
| Clear Creek Financial Management, LLC | 2,767 | $38.1 萬 | 0.03% | +206+8.0% | 加碼 |
| Quad-Cities Investment Group, LLC | 2,773 | $38.2 萬 | 0.16% | −36−1.3% | 減碼 |
| Essex Investment Management Co LLC | 2,775 | $38.3 萬 | 0.06% | 00.0% | 不變 |
| LRI Investments, LLC | 2,778 | $38.3 萬 | 0.03% | −116−4.0% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 2,781 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,779 | $38.3 萬 | 0.09% | 00.0% | 不變 |
| Thomasville National Bank | 2,780 | $38.3 萬 | 0.02% | −34−1.2% | 減碼 |
| Flywheel Private Wealth LLC | 2,796 | $38.5 萬 | 0.24% | −10.0% | 減碼 |
| Bowen Hanes & Co Inc | 2,800 | $38.6 萬 | 0.01% | +2,800 | 新進 |
| XY Capital Ltd | 2,800 | $38.6 萬 | 0.39% | +2,800 | 新進 |
| Elyxium Wealth, LLC | 2,802 | $38.6 萬 | 0.11% | +240+9.4% | 加碼 |
| Magnus Financial Group LLC | 2,817 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 2,828 | $39.0 萬 | 0.03% | −296−9.5% | 減碼 |
| SmartHarvest Portfolios, LLC | 2,842 | $39.2 萬 | 0.14% | +2,842 | 新進 |
| Community Bank & Trust, Waco, Texas | 2,851 | $39.3 萬 | 0.08% | 00.0% | 不變 |
| one8zero8, LLC | 2,852 | $39.3 萬 | 0.09% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 2,865 | $39.5 萬 | 0.33% | −60−2.1% | 減碼 |
| Western Wealth Management, LLC | 2,884 | $39.8 萬 | 0.02% | +867+43.0% | 加碼 |
| Carter Financial Group, INC. | 2,886 | $39.8 萬 | 0.24% | +2,886 | 新進 |
| Canal Capital Management, LLC | 2,906 | $40.1 萬 | 0.06% | 00.0% | 不變 |
| Charter Trust Co | 2,913 | $40.2 萬 | 0.02% | −150−4.9% | 減碼 |
| Almanack Investment Partners, LLC. | 2,919 | $40.2 萬 | 0.07% | −33−1.1% | 減碼 |
| Carr Financial Group Corp | 2,923 | $40.3 萬 | 0.11% | 00.0% | 不變 |
| Vicus Capital | 2,936 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Maia Wealth LLC | 2,517 | $40.6 萬 | 0.07% | −116−4.4% | 減碼 |
| Focus Financial Network, Inc. | 2,960 | $40.8 萬 | 0.01% | −216−6.8% | 減碼 |
| Intrua Financial, LLC | 2,966 | $40.9 萬 | 0.04% | +505+20.5% | 加碼 |
| IFP Advisors, Inc | 2,971 | $41.0 萬 | 0.01% | +600+25.3% | 加碼 |