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 1,625 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
2026 年第 1 季 13F 持有人
Novartis AG 在 2026/3/31 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
- 1,604
- 較 2025 年第 4 季 +109 家
- 持有股數
- 1.44 億
- 較 2025 年第 4 季 +1,172 萬 (+8.8%)
- 總市值
- $220.3 億
- 較 2025 年第 4 季 +$37.5 億 (+20.5%)
- 新進機構
- 197
- 另有 533 家加碼
- 清倉機構
- 88
- 另有 551 家減碼
另有 20 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | 1,625 | $212.7 億 |
| 2026 年第 1 季 | 1,604 | $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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| South State Corp. | 7,022 | $107.3 萬 | 0.05% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 7,098 | $107.8 萬 | 0.00% | +7,098 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,998 | $107.8 萬 | 0.01% | +22+0.3% | 加碼 |
| Keystone Financial Services | 7,059 | $107.8 萬 | 0.32% | −849−10.7% | 減碼 |
| St. Clair Advisors, LLC | 7,092 | $108.3 萬 | 0.29% | 00.0% | 不變 |
| Buckingham Strategic Partners | 7,122 | $108.8 萬 | 0.01% | +707+11.0% | 加碼 |
| Applied Finance Capital Management, LLC | 7,171 | $109.5 萬 | 0.08% | −181−2.5% | 減碼 |
| New Hampshire Trust | 7,174 | $109.6 萬 | 0.22% | −1,048−12.7% | 減碼 |
| Associated Banc-Corp | 7,274 | $111.1 萬 | 0.03% | −12−0.2% | 減碼 |
| Chilton Capital Management LLC | 7,292 | $111.4 萬 | 0.04% | −597−7.6% | 減碼 |
| Castlekeep Investment Advisors LLC | 7,293 | $111.4 萬 | 0.60% | −281−3.7% | 減碼 |
| Diversify Wealth Management, LLC | 7,856 | $112.3 萬 | 0.02% | +7,856 | 新進 |
| Sowell Financial Services LLC | 7,353 | $112.3 萬 | 0.04% | +137+1.9% | 加碼 |
| Bridgefront Capital, LLC | 7,404 | $113.1 萬 | 0.28% | +7,404 | 新進 |
| SevenBridge Financial Group, LLC | 7,724 | $113.8 萬 | 0.18% | −155−2.0% | 減碼 |
| Kennon-Green & Company, LLC | 7,457 | $113.9 萬 | 0.93% | −50−0.7% | 減碼 |
| Barclays PLC | 7,473 | $114.2 萬 | 0.00% | +7,064+1,727.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,484 | $114.3 萬 | 0.04% | −1,315−14.9% | 減碼 |
| Ruggaard & Associates LLC | 7,542 | $115.2 萬 | 0.46% | −93−1.2% | 減碼 |
| Minot DeBlois Advisors LLC | 7,556 | $115.4 萬 | 1.05% | −409−5.1% | 減碼 |
| Brighton Jones LLC | 7,581 | $115.8 萬 | 0.03% | +7,581 | 新進 |
| Rational Advisors LLC | 7,594 | $116.0 萬 | 0.12% | +408+5.7% | 加碼 |
| FRG Family Wealth Advisors LLC | 7,605 | $116.2 萬 | 0.19% | −2,613−25.6% | 減碼 |
| Sage Rhino Capital LLC | 7,646 | $116.8 萬 | 0.22% | +26+0.3% | 加碼 |
| Harbour Trust & Investment Management Co | 7,669 | $117.1 萬 | 0.12% | −50−0.6% | 減碼 |
| AdvisorShares Investments LLC | 7,810 | $119.3 萬 | 0.22% | +7,810 | 新進 |
| Valley National Advisers Inc | 7,859 | $120.0 萬 | 0.16% | −30−0.4% | 減碼 |
| Montag A & Associates Inc | 7,861 | $120.1 萬 | 0.06% | +215+2.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,871 | $120.2 萬 | 0.20% | +410+5.5% | 加碼 |
| Lantz Financial LLC | 7,900 | $120.7 萬 | 0.25% | +1,358+20.8% | 加碼 |
| Five Oceans Advisors | 7,908 | $120.8 萬 | 0.44% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 7,977 | $121.8 萬 | 0.01% | −825−9.4% | 減碼 |
| Delphi Management Inc | 7,988 | $122.0 萬 | 1.46% | −3,735−31.9% | 減碼 |
| Unique Wealth Strategies, LLC | 7,992 | $122.1 萬 | 0.50% | −2,454−23.5% | 減碼 |
| Valeo Financial Advisors, LLC | 8,002 | $122.2 萬 | 0.03% | −2,846−26.2% | 減碼 |
| RD Lewis Holdings, Inc. | 7,916 | $122.7 萬 | 1.06% | −75−0.9% | 減碼 |
| Independence Bank of Kentucky | 8,082 | $123.5 萬 | 0.16% | −153−1.9% | 減碼 |
| Allianz Asset Management GmbH | 8,100 | $123.7 萬 | 0.00% | +2,900+55.8% | 加碼 |
| Guardian Partners Inc. | 8,091 | $123.9 萬 | 0.10% | −49−0.6% | 減碼 |
| Independent Advisor Alliance | 8,153 | $124.5 萬 | 0.01% | +307+3.9% | 加碼 |
| Jacobi Capital Management LLC | 8,167 | $124.8 萬 | 0.07% | +308+3.9% | 加碼 |
| Simmons Bank | 8,233 | $125.8 萬 | 0.08% | −80−1.0% | 減碼 |
| Aprio Wealth Management, LLC | 8,267 | $126.3 萬 | 0.07% | +966+13.2% | 加碼 |
| YANKCOM Partnership | 8,313 | $127.0 萬 | 0.52% | −186−2.2% | 減碼 |
| Sittner & Nelson, LLC | 8,316 | $127.0 萬 | 0.46% | −150−1.8% | 減碼 |
| Eastern Bank | 8,353 | $127.6 萬 | 0.02% | −301−3.5% | 減碼 |
| Northcape Wealth Management, LLC | 8,370 | $127.9 萬 | 0.35% | 00.0% | 不變 |
| Chicago Trust Co NA | 8,415 | $128.5 萬 | 0.21% | +201+2.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,428 | $128.7 萬 | 0.08% | +7+0.1% | 加碼 |
| Kensington Investment Counsel, LLC | 8,470 | $129.4 萬 | 0.62% | −277−3.2% | 減碼 |
| Resources Investment Advisors, LLC. | 8,595 | $131.3 萬 | 0.01% | +755+9.6% | 加碼 |
| Retirement Guys Formula LLC | 8,615 | $131.6 萬 | 0.61% | −1,040−10.8% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,623 | $131.7 萬 | 0.01% | +8,623 | 新進 |
| Mesirow Financial Investment Management, Inc. | 8,660 | $132.3 萬 | 0.02% | +4,041+87.5% | 加碼 |
| Sivia Capital Partners, LLC | 8,726 | $133.3 萬 | 0.26% | −4,869−35.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 8,726 | $133.3 萬 | 0.16% | −1,644−15.9% | 減碼 |
| XY Capital Ltd | 8,770 | $134.0 萬 | 1.47% | +5,970+213.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,801 | $134.4 萬 | 0.05% | +126+1.5% | 加碼 |
| Shelton Capital Management | 8,868 | $135.5 萬 | 0.03% | −479−5.1% | 減碼 |
| Beaton Management Co. Inc. | 8,873 | $135.5 萬 | 0.60% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 8,890 | $135.8 萬 | 0.00% | +116+1.3% | 加碼 |
| Meridian Wealth Management, LLC | 8,929 | $136.4 萬 | 0.05% | +132+1.5% | 加碼 |
| Cambridge Advisors Inc. | 8,975 | $137.1 萬 | 0.27% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 8,983 | $137.2 萬 | 0.12% | −3,016−25.1% | 減碼 |
| May Hill Capital, LLC | 9,019 | $137.8 萬 | 0.35% | +1,404+18.4% | 加碼 |
| Elser Financial Planning, Inc | 8,978 | $138.0 萬 | 0.07% | +8,978 | 新進 |
| Essex Financial Services, Inc. | 9,073 | $138.6 萬 | 0.08% | +152+1.7% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 9,074 | $138.6 萬 | 0.01% | +1,032+12.8% | 加碼 |
| Transcend Wealth Collective, LLC | 9,093 | $138.9 萬 | 0.11% | −134−1.5% | 減碼 |
| 1620 Investment Advisors, Inc. | 9,094 | $138.9 萬 | 0.94% | +60+0.7% | 加碼 |
| KCM Investment Advisors LLC | 9,098 | $139.0 萬 | 0.05% | −61−0.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,143 | $139.7 萬 | 0.04% | +1,331+17.0% | 加碼 |
| Mystic Asset Management, Inc. | 9,169 | $140.1 萬 | 0.32% | −100−1.1% | 減碼 |
| LCNB Corp | 9,248 | $141.3 萬 | 0.47% | +42+0.5% | 加碼 |
| Axxcess Wealth Management, LLC | 9,315 | $142.3 萬 | 0.05% | −242−2.5% | 減碼 |
| Novem Group | 9,342 | $142.7 萬 | 0.16% | −583−5.9% | 減碼 |
| Becker Capital Management Inc | 9,357 | $142.9 萬 | 0.04% | −84−0.9% | 減碼 |
| Welch Group, LLC | 9,466 | $144.6 萬 | 0.05% | −190−2.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,467 | $144.6 萬 | 0.02% | −55−0.6% | 減碼 |
| Venture Visionary Partners LLC | 9,487 | $144.9 萬 | 0.05% | −316−3.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,513 | $145.3 萬 | 0.03% | +1,137+13.6% | 加碼 |
| Crux Wealth Advisors | 9,513 | $145.3 萬 | 0.56% | −1,216−11.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 9,519 | $145.4 萬 | 0.01% | +9,519 | 新進 |
| Modern Wealth Management, LLC | 9,378 | $145.4 萬 | 0.02% | −663−6.6% | 減碼 |
| PDS Planning, Inc | 9,528 | $145.5 萬 | 0.10% | +30.0% | 加碼 |
| WealthPlan Investment Management, LLC | 9,594 | $146.5 萬 | 0.08% | −6,636−40.9% | 減碼 |
| DV Trading LLC | 9,668 | $147.7 萬 | 0.13% | +9,668 | 新進 |
| Qtron Investments LLC | 9,702 | $148.2 萬 | 0.20% | +5+0.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 9,716 | $148.4 萬 | 0.03% | +14+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 9,719 | $148.5 萬 | 0.02% | +133+1.4% | 加碼 |
| Harbour Investments, Inc. | 9,799 | $149.7 萬 | 0.02% | +2,402+32.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 9,838 | $150.3 萬 | 0.03% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 9,863 | $150.7 萬 | 0.07% | 00.0% | 不變 |
| Old National Bancorp | 9,864 | $150.7 萬 | 0.03% | +51+0.5% | 加碼 |
| Berkeley Capital Partners, LLC | 9,899 | $151.2 萬 | 0.35% | +7,515+315.2% | 加碼 |
| Flputnam Investment Management Co | 9,937 | $151.8 萬 | 0.02% | −1,080−9.8% | 減碼 |
| Agate Pass Investment Management, LLC | 9,950 | $152.0 萬 | 0.59% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 9,953 | $152.0 萬 | 0.02% | +4,343+77.4% | 加碼 |
| Osprey Private Wealth LLC | 10,000 | $152.8 萬 | 0.44% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 10,027 | $153.2 萬 | 0.05% | −1,216−10.8% | 減碼 |