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 2 季 13F 持有人
Novartis AG 在 2026/6/30 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
- 1,626
- 較 2026 年第 1 季 +43 家
- 持有股數
- 1.36 億
- 較 2026 年第 1 季 −586.1 萬 (−4.1%)
- 總市值
- $212.7 億
- 較 2026 年第 1 季 −$3.45 億 (−1.6%)
- 新進機構
- 132
- 另有 526 家加碼
- 清倉機構
- 89
- 另有 581 家減碼
另有 22 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 4,898 | $76.8 萬 | 0.02% | +825+20.3% | 加碼 |
| National Asset Management, Inc. | 4,886 | $77.0 萬 | 0.04% | +44+0.9% | 加碼 |
| Burns J W & Co Inc | 4,915 | $77.0 萬 | 0.08% | −3−0.1% | 減碼 |
| Cary Street Partners Financial LLC | 4,915 | $77.0 萬 | 0.02% | −89−1.8% | 減碼 |
| CFO4Life Group, LLC | 4,916 | $77.0 萬 | 0.10% | −94−1.9% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 4,919 | $77.1 萬 | 0.09% | −16,422−77.0% | 減碼 |
| Sovran Advisors, LLC | 4,829 | $77.2 萬 | 0.06% | +570+13.4% | 加碼 |
| Foundations Investment Advisors, LLC | 4,936 | $77.4 萬 | 0.01% | +432+9.6% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,118 | $77.6 萬 | 0.04% | +1,677+48.7% | 加碼 |
| Payne Capital LLC | 5,000 | $78.4 萬 | 0.65% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 5,024 | $78.7 萬 | 0.03% | +3,428+214.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,046 | $79.1 萬 | 0.01% | +1,144+29.3% | 加碼 |
| One Wealth Advisors, LLC | 5,053 | $79.2 萬 | 0.09% | +98+2.0% | 加碼 |
| Rexford Capital Inc | 5,059 | $79.3 萬 | 0.49% | +57+1.1% | 加碼 |
| Monument Capital Management | 5,076 | $79.6 萬 | 0.16% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 5,081 | $79.6 萬 | 0.22% | 00.0% | 不變 |
| JMN Financial LLC | 5,089 | $79.8 萬 | 0.62% | −297−5.5% | 減碼 |
| Natural Investments, LLC | 5,116 | $80.1 萬 | 0.18% | +109+2.2% | 加碼 |
| DF Dent & Co Inc | 5,115 | $80.2 萬 | 0.02% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 5,120 | $80.2 萬 | 0.43% | 00.0% | 不變 |
| E&G Advisors, LP | 5,127 | $80.4 萬 | 0.16% | −50−1.0% | 減碼 |
| Traynor Capital Management, Inc. | 5,144 | $80.6 萬 | 0.04% | +1,362+36.0% | 加碼 |
| Parkside Financial Bank & Trust | 5,146 | $80.6 萬 | 0.06% | −430−7.7% | 減碼 |
| First American Trust, FSB | 5,156 | $80.8 萬 | 0.05% | +33+0.6% | 加碼 |
| Kennebec Savings Bank | 5,163 | $80.9 萬 | 0.65% | −90−1.7% | 減碼 |
| Circle Wealth Management, LLC | 5,196 | $81.4 萬 | 0.01% | 00.0% | 不變 |
| Compass Financial Management LLC | 5,335 | $81.9 萬 | 0.10% | +5,335 | 新進 |
| One Wealth Capital Management, LLC | 5,238 | $82.1 萬 | 0.23% | +2,683+105.0% | 加碼 |
| Banco de Sabadell, S.A | 5,251 | $82.4 萬 | 0.48% | −30−0.6% | 減碼 |
| Forza Wealth Management, LLC | 5,274 | $82.7 萬 | 0.25% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 5,319 | $83.4 萬 | 0.37% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 5,321 | $83.4 萬 | 0.36% | +89+1.7% | 加碼 |
| Knightsbridge Asset Management, LLC | 5,345 | $83.8 萬 | 0.11% | −38−0.7% | 減碼 |
| FDx Advisors, Inc. | 5,362 | $84.0 萬 | 0.25% | +1,206+29.0% | 加碼 |
| Regal Investment Advisors LLC | 5,361 | $84.0 萬 | 0.04% | +39+0.7% | 加碼 |
| XML Financial, LLC | 5,376 | $84.3 萬 | 0.06% | 00.0% | 不變 |
| Summit Financial, LLC | 5,394 | $84.5 萬 | 0.01% | +41+0.8% | 加碼 |
| MB, Levis & Associates, LLC | 5,410 | $84.8 萬 | 0.31% | 00.0% | 不變 |
| R Squared Ltd | 5,411 | $84.8 萬 | 0.45% | +1,314+32.1% | 加碼 |
| Crestwood Advisors Group LLC | 5,428 | $85.1 萬 | 0.01% | +536+11.0% | 加碼 |
| Texas Bank & Trust Co | 5,429 | $85.1 萬 | 0.28% | +51+0.9% | 加碼 |
| Goldstone Financial Group, LLC | 5,430 | $85.1 萬 | 0.08% | −408−7.0% | 減碼 |
| Diesslin Group, Inc. | 5,434 | $85.2 萬 | 0.33% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 5,450 | $85.4 萬 | 0.02% | +108+2.0% | 加碼 |
| Wealthspire Advisors, LLC | 5,454 | $85.5 萬 | 0.00% | −581−9.6% | 減碼 |
| Altus Wealth Group LLC | 5,463 | $85.6 萬 | 0.31% | +5+0.1% | 加碼 |
| First Citizens Bank & Trust Co | 5,507 | $86.3 萬 | 0.01% | −273−4.7% | 減碼 |
| Larry Mathis Financial Planning, LLC | 5,510 | $86.4 萬 | 0.66% | −65−1.2% | 減碼 |
| Penbrook Management LLC | 5,540 | $86.8 萬 | 0.55% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,542 | $86.9 萬 | 0.08% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 5,586 | $87.5 萬 | 0.05% | +91+1.7% | 加碼 |
| Neville Rodie & Shaw Inc | 5,610 | $87.9 萬 | 0.06% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 5,647 | $88.5 萬 | 0.62% | +114+2.1% | 加碼 |
| Davis Investment Partners, LLC | 5,658 | $88.7 萬 | 0.27% | 00.0% | 不變 |
| Helen Stephens Group, LLC | 5,661 | $88.7 萬 | 0.15% | +1,720+43.6% | 加碼 |
| Fulton Bank, N.A. | 5,679 | $89.0 萬 | 0.03% | −155−2.7% | 減碼 |
| Radnor Capital Management, LLC | 5,725 | $89.7 萬 | 0.13% | 00.0% | 不變 |
| NTV Asset Management LLC | 5,744 | $90.0 萬 | 0.09% | −40−0.7% | 減碼 |
| Centaurus Financial, Inc. | 5,748 | $90.1 萬 | 0.04% | +154+2.8% | 加碼 |
| Bangor Savings Bank | 5,752 | $90.1 萬 | 0.07% | −419−6.8% | 減碼 |
| Principal Street Partners, LLC | 5,755 | $90.2 萬 | 0.13% | −51−0.9% | 減碼 |
| Dickmeyer Boyce Financial Management, Inc. | 5,762 | $90.3 萬 | 0.47% | −245−4.1% | 減碼 |
| Steadtrust LLC | 5,769 | $90.4 萬 | 0.46% | +20.0% | 加碼 |
| Peoples Bank | 5,790 | $90.7 萬 | 0.88% | −200−3.3% | 減碼 |
| Wedmont Private Capital | 5,894 | $90.8 萬 | 0.02% | −798−11.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,794 | $90.8 萬 | 0.11% | 00.0% | 不變 |
| Bradyco, Inc. | 5,841 | $91.5 萬 | 1.05% | 00.0% | 不變 |
| Arvest Bank Trust Division | 5,844 | $91.6 萬 | 0.04% | −332−5.4% | 減碼 |
| Jeppson Wealth Management, LLC | 5,873 | $92.0 萬 | 0.27% | −165−2.7% | 減碼 |
| Lazard Asset Management LLC | 5,897 | $92.4 萬 | 0.00% | −805−12.0% | 減碼 |
| WSFS Capital Management, LLC | 5,909 | $92.6 萬 | 0.04% | −93−1.5% | 減碼 |
| West Family Investments, Inc. | 5,931 | $93.0 萬 | 0.27% | −272−4.4% | 減碼 |
| Cypress Capital Group | 5,941 | $93.1 萬 | 0.09% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 5,952 | $93.3 萬 | 0.07% | −774−11.5% | 減碼 |
| Kennedy Investment Group | 5,972 | $93.6 萬 | 0.32% | −4−0.1% | 減碼 |
| Benjamin Edwards Inc | 5,979 | $93.7 萬 | 0.01% | +726+13.8% | 加碼 |
| Simplicity Wealth,LLC | 5,984 | $93.8 萬 | 0.03% | +544+10.0% | 加碼 |
| Resonant Capital Advisors, LLC | 6,007 | $94.1 萬 | 0.04% | −157−2.5% | 減碼 |
| Aberdeen Wealth Management LLC | 6,045 | $94.7 萬 | 0.45% | +6,045 | 新進 |
| Heritage Wealth Management, Inc. | 6,052 | $94.8 萬 | 0.24% | 00.0% | 不變 |
| Schulhoff & Co Inc | 6,053 | $94.9 萬 | 0.38% | +30.0% | 加碼 |
| Credit Agricole S A | 6,089 | $95.4 萬 | 0.00% | +453+8.0% | 加碼 |
| Modera Wealth Management, LLC | 6,102 | $95.6 萬 | 0.01% | +1,177+23.9% | 加碼 |
| Meriwether Wealth & Planning, LLC | 6,134 | $96.1 萬 | 0.48% | +61+1.0% | 加碼 |
| Sivia Capital Partners, LLC | 6,151 | $96.4 萬 | 0.12% | −2,575−29.5% | 減碼 |
| Monticello Wealth Management, LLC | 6,153 | $96.4 萬 | 0.05% | 00.0% | 不變 |
| North Star Asset Management Inc | 6,158 | $96.5 萬 | 0.04% | −63−1.0% | 減碼 |
| Seeds Investor LLC | 6,174 | $96.8 萬 | 0.10% | −329−5.1% | 減碼 |
| St Germain D J Co Inc | 6,177 | $96.8 萬 | 0.03% | −215−3.4% | 減碼 |
| Insigneo Advisory Services, LLC | 6,217 | $97.4 萬 | 0.04% | +124+2.0% | 加碼 |
| Keel Point, LLC | 6,229 | $97.6 萬 | 0.06% | +214+3.6% | 加碼 |
| Motco | 6,233 | $97.7 萬 | 0.08% | +88+1.4% | 加碼 |
| Marotta Asset Management | 6,351 | $97.9 萬 | 0.16% | −140−2.2% | 減碼 |
| Applied Finance Capital Management, LLC | 6,260 | $98.1 萬 | 0.07% | −911−12.7% | 減碼 |
| SNS Financial Group, LLC | 6,278 | $98.4 萬 | 0.02% | +6,278 | 新進 |
| JNBA Financial Advisors | 6,281 | $98.4 萬 | 0.07% | +32+0.5% | 加碼 |
| Private Trust Co NA | 6,324 | $99.1 萬 | 0.08% | −70−1.1% | 減碼 |
| Means Investment Co., Inc. | 6,330 | $99.2 萬 | 0.07% | −125−1.9% | 減碼 |
| Lee Danner & Bass Inc | 6,340 | $99.4 萬 | 0.06% | 00.0% | 不變 |
| Trust Point Inc. | 6,344 | $99.4 萬 | 0.08% | +232+3.8% | 加碼 |