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 |
|---|---|---|---|---|---|
| Mosaic Financial Group, LLC | 14,986 | $228.9 萬 | 1.62% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 15,083 | $230.3 萬 | 0.24% | +15,083 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 15,247 | $232.9 萬 | 0.03% | +4,174+37.7% | 加碼 |
| Quadcap Wealth Management, LLC | 15,367 | $234.7 萬 | 0.27% | −888−5.5% | 減碼 |
| Headinvest, LLC | 15,725 | $240.2 萬 | 0.49% | −607−3.7% | 減碼 |
| Ativo Capital Management LLC | 15,831 | $241.8 萬 | 2.10% | +3,187+25.2% | 加碼 |
| Leo Wealth, LLC | 15,866 | $242.3 萬 | 0.18% | −562−3.4% | 減碼 |
| Ascent Wealth Partners, LLC | 15,898 | $242.8 萬 | 0.28% | +242+1.5% | 加碼 |
| Aptus Capital Advisors, LLC | 15,944 | $243.5 萬 | 0.02% | +8+0.1% | 加碼 |
| Empire Financial Management Company, LLC | 15,997 | $244.4 萬 | 0.55% | −487−3.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 16,147 | $246.6 萬 | 0.03% | −682−4.1% | 減碼 |
| Dorsey Wright & Associates | 16,264 | $248.4 萬 | 0.31% | +16,264 | 新進 |
| Parallel Advisors, LLC | 16,366 | $250.0 萬 | 0.05% | +3,742+29.6% | 加碼 |
| Palisade Asset Management, LLC | 16,409 | $250.6 萬 | 0.25% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 16,432 | $251.0 萬 | 0.14% | +96+0.6% | 加碼 |
| Venturi Wealth Management, LLC | 16,503 | $252.1 萬 | 0.11% | +1,425+9.5% | 加碼 |
| BTC Capital Management, Inc. | 16,540 | $252.7 萬 | 0.17% | −838−4.8% | 減碼 |
| IAM Advisory, LLC | 16,567 | $253.1 萬 | 0.57% | +366+2.3% | 加碼 |
| Strategic Global Advisors, LLC | 16,592 | $253.4 萬 | 0.41% | +1,719+11.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 16,614 | $253.8 萬 | 0.08% | +59+0.4% | 加碼 |
| Abundance Wealth Counselors | 16,796 | $256.6 萬 | 0.37% | −131−0.8% | 減碼 |
| Optimist Retirement Group LLC | 16,798 | $256.6 萬 | 1.13% | −2,181−11.5% | 減碼 |
| Jamison Private Wealth Management, Inc. | 16,871 | $257.7 萬 | 0.31% | 00.0% | 不變 |
| Northside Capital Management, LLC | 16,884 | $257.9 萬 | 0.23% | −12,659−42.8% | 減碼 |
| Rothschild Investment LLC | 16,889 | $258.0 萬 | 0.13% | +106+0.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 16,970 | $259.2 萬 | 0.81% | −249−1.4% | 減碼 |
| Marshall Financial Group LLC | 16,986 | $259.5 萬 | 0.42% | +127+0.8% | 加碼 |
| Patten Group, Inc. | 17,026 | $260.1 萬 | 0.45% | −108−0.6% | 減碼 |
| Smartleaf Asset Management LLC | 17,483 | $262.9 萬 | 0.09% | +1,168+7.2% | 加碼 |
| Nichols & Pratt Advisers LLP | 17,247 | $263.4 萬 | 0.17% | −100−0.6% | 減碼 |
| Warren Averett Asset Management, LLC | 17,301 | $264.3 萬 | 0.02% | +1,654+10.6% | 加碼 |
| Level Four Advisory Services, LLC | 17,332 | $264.8 萬 | 0.09% | −887−4.9% | 減碼 |
| Checchi Capital Advisers, LLC | 17,348 | $265.0 萬 | 0.18% | −409−2.3% | 減碼 |
| Everett Harris & Co | 17,363 | $265.2 萬 | 0.03% | −2,000−10.3% | 減碼 |
| Benedict Financial Advisors Inc | 17,366 | $265.3 萬 | 0.55% | −112−0.6% | 減碼 |
| Bradley Foster & Sargent Inc | 17,635 | $269.4 萬 | 0.04% | −451−2.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 17,763 | $271.3 萬 | 0.69% | −70.0% | 減碼 |
| Independent Investors Inc | 17,900 | $273.4 萬 | 0.54% | 00.0% | 不變 |
| Abbot Financial Management, Inc. | 17,906 | $273.5 萬 | 1.16% | −251−1.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 18,309 | $279.7 萬 | 0.02% | −3,127−14.6% | 減碼 |
| HB Wealth Management, LLC | 18,312 | $279.7 萬 | 0.02% | +950+5.5% | 加碼 |
| Abacus Wealth Partners, LLC | 18,370 | $280.6 萬 | 0.26% | +276+1.5% | 加碼 |
| Acadian Asset Management LLC | 18,704 | $285.6 萬 | 0.00% | +25+0.1% | 加碼 |
| Beutel, Goodman & Co Ltd. | 18,824 | $287.5 萬 | 0.02% | +169+0.9% | 加碼 |
| Coldstream Capital Management Inc | 18,910 | $288.9 萬 | 0.04% | +5,586+41.9% | 加碼 |
| Trust Co of Toledo NA | 19,091 | $291.6 萬 | 0.28% | +135+0.7% | 加碼 |
| Fairfield, Bush & Co. | 19,344 | $295.5 萬 | 1.64% | −2,269−10.5% | 減碼 |
| Equitable Trust Co | 19,608 | $299.5 萬 | 0.14% | +17,417+794.9% | 加碼 |
| Yousif Capital Management, LLC | 19,934 | $304.5 萬 | 0.04% | −2,780−12.2% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,000 | $305.5 萬 | 0.67% | +20,000 | 新進 |
| Marietta Investment Partners LLC | 20,019 | $305.8 萬 | 0.61% | +1,782+9.8% | 加碼 |
| Snowden Capital Advisors LLC | 20,107 | $307.1 萬 | 0.08% | +7,751+62.7% | 加碼 |
| Coastline Trust Co | 20,341 | $310.7 萬 | 0.31% | −70−0.3% | 減碼 |
| Beacon Financial Group | 20,498 | $313.1 萬 | 0.31% | +245+1.2% | 加碼 |
| Cascade Investment Advisors, Inc. | 20,510 | $313.3 萬 | 1.85% | −545−2.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 20,582 | $314.4 萬 | 0.06% | −18,369−47.2% | 減碼 |
| Perigon Wealth Management, LLC | 20,665 | $315.7 萬 | 0.06% | +165+0.8% | 加碼 |
| Pinnacle Financial Partners, Inc. | 20,754 | $317.2 萬 | 0.02% | −483−2.3% | 減碼 |
| Summit Trail Advisors, LLC | 20,845 | $318.4 萬 | 0.05% | +16,957+436.1% | 加碼 |
| Old Port Advisors | 21,101 | $322.3 萬 | 0.74% | +109+0.5% | 加碼 |
| DGS Capital Management, LLC | 21,135 | $322.8 萬 | 0.53% | +276+1.3% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 21,341 | $326.0 萬 | 0.47% | +17,470+451.3% | 加碼 |
| Kathmere Capital Management, LLC | 21,586 | $329.7 萬 | 0.20% | +1,661+8.3% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 21,970 | $335.6 萬 | 0.44% | −784−3.4% | 減碼 |
| Foster & Motley Inc | 22,113 | $337.8 萬 | 0.17% | +58+0.3% | 加碼 |
| Savant Capital, LLC | 22,246 | $339.8 萬 | 0.02% | +2,264+11.3% | 加碼 |
| Tealwood Asset Management Inc | 22,362 | $341.6 萬 | 1.55% | −453−2.0% | 減碼 |
| Evolve Private Wealth, LLC | 22,574 | $344.8 萬 | 0.18% | +2,069+10.1% | 加碼 |
| Integrated Wealth Concepts LLC | 22,643 | $345.9 萬 | 0.03% | +12,437+121.9% | 加碼 |
| Fca Corp | 22,851 | $349.0 萬 | 0.99% | +239+1.1% | 加碼 |
| Cloverfields Capital Group, LP | 22,888 | $349.6 萬 | 1.13% | −843−3.6% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 22,931 | $350.3 萬 | 1.42% | +582+2.6% | 加碼 |
| Ashton Thomas Securities, LLC | 22,962 | $350.7 萬 | 0.44% | +22,962 | 新進 |
| Hall Laurie J Trustee | 23,197 | $354.3 萬 | 1.25% | −925−3.8% | 減碼 |
| Patten & Patten Inc | 23,394 | $357.3 萬 | 0.22% | −300−1.3% | 減碼 |
| Advisors Asset Management, Inc. | 23,610 | $360.6 萬 | 0.06% | +2,827+13.6% | 加碼 |
| Shrier Wealth Management, LLC | 23,701 | $362.0 萬 | 1.32% | −376−1.6% | 減碼 |
| Third View Private Wealth, LLC | 23,830 | $364.0 萬 | 0.50% | +1,446+6.5% | 加碼 |
| Oppenheimer & Co Inc | 23,915 | $365.3 萬 | 0.04% | +1,689+7.6% | 加碼 |
| AMG National Trust Bank | 24,066 | $367.6 萬 | 0.08% | +1,176+5.1% | 加碼 |
| Aaron Wealth Advisors | 24,095 | $368.1 萬 | 0.21% | +4,376+22.2% | 加碼 |
| Blue Square Asset Management, LLC | 24,128 | $368.6 萬 | 1.75% | +315+1.3% | 加碼 |
| Peapack Gladstone Financial Corp | 24,302 | $371.2 萬 | 0.05% | +23+0.1% | 加碼 |
| apricus wealth, LLC | 24,423 | $373.1 萬 | 1.82% | −250−1.0% | 減碼 |
| Diamond Hill Capital Management Inc | 24,822 | $379.2 萬 | 0.02% | 00.0% | 不變 |
| HRT Financial LP | 24,886 | $380.1 萬 | 0.01% | −132,775−84.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 25,287 | $386.3 萬 | 0.05% | −2,622−9.4% | 減碼 |
| Telos Capital Management, Inc. | 25,703 | $392.6 萬 | 0.38% | −590−2.2% | 減碼 |
| Albert D Mason Inc | 25,727 | $393.0 萬 | 2.54% | +140+0.5% | 加碼 |
| Equitable Holdings, Inc. | 26,574 | $397.1 萬 | 0.03% | +23,071+658.6% | 加碼 |
| Naples Global Advisors, LLC | 26,187 | $400.0 萬 | 0.29% | +57+0.2% | 加碼 |
| Americana Partners, LLC | 26,190 | $400.1 萬 | 0.10% | +1,226+4.9% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 26,275 | $401.4 萬 | 1.28% | −130.0% | 減碼 |
| Trustmark National Bank Trust Department | 26,388 | $403.1 萬 | 0.26% | −448−1.7% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 26,795 | $409.3 萬 | 2.32% | −100−0.4% | 減碼 |
| EagleClaw Capital Managment, LLC | 26,836 | $409.9 萬 | 0.57% | −846−3.1% | 減碼 |
| Arjuna Capital | 27,009 | $412.6 萬 | 1.05% | +2,304+9.3% | 加碼 |
| CWA Asset Management Group, LLC | 27,044 | $413.1 萬 | 0.14% | −169−0.6% | 減碼 |
| Atlantic Union Bankshares Corp | 27,090 | $413.8 萬 | 0.08% | −1,153−4.1% | 減碼 |
| Woodmont Investment Counsel LLC | 27,201 | $415.5 萬 | 0.26% | −642−2.3% | 減碼 |