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
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 | 1,626 | $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 |
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 |
|---|---|---|---|---|---|
| Clear Wave Wealth Management LLC | 3,114 | $47.6 萬 | 0.12% | +3,114 | 新進 |
| Capital Investment Advisors, LLC | 3,121 | $47.7 萬 | 0.01% | −78−2.4% | 減碼 |
| Broderick Brian C | 3,121 | $47.7 萬 | 0.09% | 00.0% | 不變 |
| Addison Advisors LLC | 3,132 | $47.8 萬 | 0.11% | −21−0.7% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 3,167 | $48.4 萬 | 0.07% | +46+1.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,168 | $48.4 萬 | 0.01% | −76−2.3% | 減碼 |
| Cpwa, LLC | 3,337 | $48.5 萬 | 0.58% | +3,337 | 新進 |
| Traveka Wealth, LLC | 3,185 | $48.7 萬 | 0.19% | −83−2.5% | 減碼 |
| Occidental Asset Management, LLC | 3,189 | $48.7 萬 | 0.06% | +197+6.6% | 加碼 |
| Boston Private Wealth LLC | 3,196 | $48.8 萬 | 0.03% | −214−6.3% | 減碼 |
| Stokes Family Office, LLC | 3,198 | $48.8 萬 | 0.05% | −1,607−33.4% | 減碼 |
| King Wealth | 3,200 | $48.9 萬 | 0.06% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 3,240 | $49.5 萬 | 0.14% | −100−3.0% | 減碼 |
| Wealth Alliance | 3,248 | $49.6 萬 | 0.05% | −314−8.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,250 | $49.6 萬 | 0.15% | −43−1.3% | 減碼 |
| LCM Capital Management Inc | 3,272 | $50.0 萬 | 0.25% | +57+1.8% | 加碼 |
| Kanawha Capital Management LLC | 3,279 | $50.1 萬 | 0.04% | −15−0.5% | 減碼 |
| Range Financial Group LLC | 3,306 | $50.5 萬 | 0.17% | −7−0.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 3,309 | $50.5 萬 | 0.02% | −1,641−33.2% | 減碼 |
| McDaniel Terry & Co | 3,325 | $50.8 萬 | 0.04% | +156+4.9% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,325 | $50.8 萬 | 0.03% | +19+0.6% | 加碼 |
| Axiom Investment Management LLC | 3,326 | $50.8 萬 | 0.39% | +3,326 | 新進 |
| Hendershot Investments Inc. | 3,331 | $50.9 萬 | 0.07% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 3,337 | $51.0 萬 | 0.06% | 00.0% | 不變 |
| Michels Family Financial, LLC | 3,342 | $51.0 萬 | 0.37% | 00.0% | 不變 |
| Certior Financial Group, LLC | 3,342 | $51.0 萬 | 0.33% | +21+0.6% | 加碼 |
| Mitchell Sinkler & Starr | 3,343 | $51.1 萬 | 0.24% | −50−1.5% | 減碼 |
| Icapital Wealth LLC | 3,352 | $51.2 萬 | 0.31% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 3,352 | $51.2 萬 | 0.29% | −100−2.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,361 | $51.3 萬 | 0.03% | +11+0.3% | 加碼 |
| Latitude Advisors, LLC | 3,370 | $51.5 萬 | 0.24% | −128−3.7% | 減碼 |
| Expressive Wealth LLC | 3,479 | $51.6 萬 | 0.49% | +3,479 | 新進 |
| Arvest Investments, Inc. | 3,384 | $51.7 萬 | 0.07% | −78−2.3% | 減碼 |
| Round Hill Asset Management | 3,392 | $51.8 萬 | 0.34% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 3,397 | $51.9 萬 | 0.15% | −79−2.3% | 減碼 |
| Three Seasons Wealth, LLC | 3,400 | $51.9 萬 | 0.20% | 00.0% | 不變 |
| 44 Wealth Management LLC | 3,405 | $52.0 萬 | 0.18% | +1,004+41.8% | 加碼 |
| Heck Capital Advisors, LLC | 3,410 | $52.1 萬 | 0.04% | −26−0.8% | 減碼 |
| Sachetta, LLC | 3,414 | $52.1 萬 | 0.28% | +59+1.8% | 加碼 |
| Regatta Capital Group, LLC | 3,420 | $52.2 萬 | 0.08% | −906−20.9% | 減碼 |
| Revisor Wealth Management LLC | 3,426 | $52.3 萬 | 0.14% | −1,031−23.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 3,441 | $52.6 萬 | 0.04% | +690+25.1% | 加碼 |
| Burns Matteson Capital Management, LLC | 3,446 | $52.6 萬 | 0.21% | +3,446 | 新進 |
| Riversedge Advisors, LLC | 3,458 | $52.8 萬 | 0.09% | +87+2.6% | 加碼 |
| Change Path, LLC | 3,462 | $52.9 萬 | 0.01% | −38−1.1% | 減碼 |
| Verity & Verity, LLC | 3,478 | $53.1 萬 | 0.04% | −300−7.9% | 減碼 |
| Canopy Partners, LLC | 3,479 | $53.1 萬 | 0.18% | 00.0% | 不變 |
| Foster Group, Inc. | 3,487 | $53.3 萬 | 0.02% | +191+5.8% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,492 | $53.3 萬 | 0.03% | +1,430+69.4% | 加碼 |
| CoreFirst Bank & Trust | 3,490 | $53.3 萬 | 0.28% | +40+1.2% | 加碼 |
| New Republic Capital, LLC | 3,496 | $53.4 萬 | 0.18% | −2,133−37.9% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,499 | $53.4 萬 | 0.11% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 3,499 | $53.4 萬 | 0.35% | 00.0% | 不變 |
| Cherokee Insurance Co | 3,500 | $53.5 萬 | 0.20% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,515 | $53.7 萬 | 0.00% | +3,515 | 新進 |
| Nwam LLC | 3,519 | $53.8 萬 | 0.03% | +294+9.1% | 加碼 |
| Harbour Capital Advisors, LLC | 3,654 | $53.8 萬 | 0.10% | +3,654 | 新進 |
| Sym Financial Corp | 3,534 | $54.0 萬 | 0.05% | +544+18.2% | 加碼 |
| YHB Investment Advisors, Inc. | 3,553 | $54.3 萬 | 0.04% | −330−8.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 3,557 | $54.3 萬 | 0.06% | +1,989+126.8% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 3,568 | $54.5 萬 | 0.48% | −10,488−74.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,581 | $54.7 萬 | 0.04% | −131−3.5% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3,591 | $54.9 萬 | 0.05% | +1,346+60.0% | 加碼 |
| RFG Advisory, LLC | 3,592 | $54.9 萬 | 0.01% | +1,329+58.7% | 加碼 |
| Jackson Square Capital, LLC | 3,600 | $55.0 萬 | 0.12% | +131+3.8% | 加碼 |
| Evoke Wealth, LLC | 3,604 | $55.1 萬 | 0.01% | −181−4.8% | 減碼 |
| Perennial Investment Advisors, LLC | 3,618 | $55.3 萬 | 0.04% | +394+12.2% | 加碼 |
| Cohen Investment Advisors LLC | 3,635 | $55.5 萬 | 0.26% | −19−0.5% | 減碼 |
| Institute for Wealth Management, LLC. | 3,636 | $55.5 萬 | 0.06% | +5+0.1% | 加碼 |
| Haven Private, LLC | 3,654 | $55.8 萬 | 0.24% | +105+3.0% | 加碼 |
| Journey Strategic Wealth LLC | 3,664 | $56.0 萬 | 0.01% | +198+5.7% | 加碼 |
| IFP Advisors, Inc | 3,679 | $56.2 萬 | 0.01% | +708+23.8% | 加碼 |
| Davidson Trust Co | 3,685 | $56.3 萬 | 0.24% | −52−1.4% | 減碼 |
| Southland Equity Partners LLC | 3,685 | $56.3 萬 | 0.11% | +249+7.2% | 加碼 |
| Hemenway Trust Co LLC | 3,700 | $56.5 萬 | 0.05% | −230−5.9% | 減碼 |
| AlTi Global, Inc. | 3,714 | $56.7 萬 | 0.01% | −667−15.2% | 減碼 |
| Traynor Capital Management, Inc. | 3,782 | $56.9 萬 | 0.03% | +1,965+108.1% | 加碼 |
| Roxbury Financial LLC | 3,726 | $56.9 萬 | 0.51% | +9+0.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 3,733 | $57.0 萬 | 0.04% | +1,144+44.2% | 加碼 |
| ClearAlpha Technologies LP | 3,735 | $57.1 萬 | 1.17% | +3,735 | 新進 |
| Aspen Investment Management Inc | 3,736 | $57.1 萬 | 0.17% | −54−1.4% | 減碼 |
| SPWM Advisors LLC | 3,869 | $57.3 萬 | 0.50% | −1,206−23.8% | 減碼 |
| Aull & Monroe Investment Management Corp | 3,771 | $57.6 萬 | 0.27% | 00.0% | 不變 |
| Mutual Advisors, LLC | 3,775 | $57.7 萬 | 0.01% | −361−8.7% | 減碼 |
| Altfest L J & Co Inc | 3,776 | $57.7 萬 | 0.06% | +18+0.5% | 加碼 |
| Patton Albertson Miller Group, LLC | 3,782 | $57.8 萬 | 0.07% | −241−6.0% | 減碼 |
| Hexagon Capital Partners LLC | 3,783 | $57.8 萬 | 0.08% | +3,783 | 新進 |
| Hollow Brook Wealth Management LLC | 3,788 | $57.9 萬 | 0.15% | 00.0% | 不變 |
| Acorn Creek Capital LLC | 3,820 | $58.4 萬 | 0.21% | +93+2.5% | 加碼 |
| Twin Lakes Capital Management, LLC | 3,830 | $58.5 萬 | 0.27% | −75−1.9% | 減碼 |
| Optas, LLC | 3,849 | $58.8 萬 | 0.09% | +10+0.3% | 加碼 |
| Invested Advisors | 3,851 | $58.8 萬 | 0.59% | −123−3.1% | 減碼 |
| Grove Bank & Trust | 3,883 | $59.3 萬 | 0.07% | +759+24.3% | 加碼 |
| Strategic Investment Advisors | 3,885 | $59.3 萬 | 0.04% | −55−1.4% | 減碼 |
| Fiduciary Financial Group, LLC | 3,892 | $59.5 萬 | 0.08% | +215+5.8% | 加碼 |
| Smith, Salley & Associates | 3,892 | $59.5 萬 | 0.03% | +500+14.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,902 | $59.6 萬 | 0.00% | +313+8.7% | 加碼 |
| Dakota Wealth Management | 3,907 | $59.7 萬 | 0.01% | −783−16.7% | 減碼 |
| Helen Stephens Group, LLC | 3,941 | $60.2 萬 | 0.12% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 3,944 | $60.2 萬 | 0.17% | 00.0% | 不變 |