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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 5,163 | $80.9 萬 | 0.65% | −90−1.7% | 減碼 |
| First American Trust, FSB | 5,156 | $80.8 萬 | 0.05% | +33+0.6% | 加碼 |
| Parkside Financial Bank & Trust | 5,146 | $80.6 萬 | 0.06% | −430−7.7% | 減碼 |
| Traynor Capital Management, Inc. | 5,144 | $80.6 萬 | 0.04% | +1,362+36.0% | 加碼 |
| E&G Advisors, LP | 5,127 | $80.4 萬 | 0.16% | −50−1.0% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 5,120 | $80.2 萬 | 0.43% | 00.0% | 不變 |
| DF Dent & Co Inc | 5,115 | $80.2 萬 | 0.02% | 00.0% | 不變 |
| Natural Investments, LLC | 5,116 | $80.1 萬 | 0.18% | +109+2.2% | 加碼 |
| JMN Financial LLC | 5,089 | $79.8 萬 | 0.62% | −297−5.5% | 減碼 |
| O'Brien Greene & Co. Inc | 5,081 | $79.6 萬 | 0.22% | 00.0% | 不變 |
| Monument Capital Management | 5,076 | $79.6 萬 | 0.16% | 00.0% | 不變 |
| Rexford Capital Inc | 5,059 | $79.3 萬 | 0.49% | +57+1.1% | 加碼 |
| One Wealth Advisors, LLC | 5,053 | $79.2 萬 | 0.09% | +98+2.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,046 | $79.1 萬 | 0.01% | +1,144+29.3% | 加碼 |
| HighPoint Advisor Group LLC | 5,024 | $78.7 萬 | 0.03% | +3,428+214.8% | 加碼 |
| Payne Capital LLC | 5,000 | $78.4 萬 | 0.65% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 5,118 | $77.6 萬 | 0.04% | +1,677+48.7% | 加碼 |
| Foundations Investment Advisors, LLC | 4,936 | $77.4 萬 | 0.01% | +432+9.6% | 加碼 |
| Sovran Advisors, LLC | 4,829 | $77.2 萬 | 0.06% | +570+13.4% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 4,919 | $77.1 萬 | 0.09% | −16,422−77.0% | 減碼 |
| CFO4Life Group, LLC | 4,916 | $77.0 萬 | 0.10% | −94−1.9% | 減碼 |
| Cary Street Partners Financial LLC | 4,915 | $77.0 萬 | 0.02% | −89−1.8% | 減碼 |
| Burns J W & Co Inc | 4,915 | $77.0 萬 | 0.08% | −3−0.1% | 減碼 |
| National Asset Management, Inc. | 4,886 | $77.0 萬 | 0.04% | +44+0.9% | 加碼 |
| Calamos Wealth Management LLC | 4,898 | $76.8 萬 | 0.02% | +825+20.3% | 加碼 |
| JFS Wealth Advisors, LLC | 4,893 | $76.7 萬 | 0.04% | +18+0.4% | 加碼 |
| Xponance, Inc. | 4,891 | $76.7 萬 | 0.00% | +384+8.5% | 加碼 |
| RFG Advisory, LLC | 4,861 | $76.2 萬 | 0.01% | +1,269+35.3% | 加碼 |
| Rational Advisors LLC | 4,853 | $76.1 萬 | 0.07% | −2,741−36.1% | 減碼 |
| BXM Wealth LLC | 4,840 | $75.8 萬 | 0.41% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 4,811 | $75.4 萬 | 0.01% | −15,123−75.9% | 減碼 |
| Liberty One Investment Management, LLC | 4,810 | $75.4 萬 | 0.08% | −131−2.7% | 減碼 |
| Nilsine Partners, LLC | 4,809 | $75.4 萬 | 0.05% | +47+1.0% | 加碼 |
| Essex Savings Bank | 4,797 | $75.2 萬 | 0.16% | −17−0.4% | 減碼 |
| Principle Wealth Partners LLC | 4,772 | $74.8 萬 | 0.04% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 4,763 | $74.6 萬 | 0.12% | −249−5.0% | 減碼 |
| Veracity Capital LLC | 4,760 | $74.6 萬 | 0.20% | +4+0.1% | 加碼 |
| Jain Global LLC | 4,742 | $74.3 萬 | 0.01% | +4,742 | 新進 |
| Sigma Planning Corp | 4,740 | $74.3 萬 | 0.02% | +24+0.5% | 加碼 |
| Cascade Financial Partners, LLC | 4,733 | $74.2 萬 | 0.06% | 00.0% | 不變 |
| Valley Brook Capital Group | 4,717 | $73.9 萬 | 0.42% | −50−1.0% | 減碼 |
| Grimes & Company, Inc. | 4,716 | $73.9 萬 | 0.02% | −42−0.9% | 減碼 |
| Almanack Investment Partners, LLC. | 4,703 | $73.7 萬 | 0.09% | +1,811+62.6% | 加碼 |
| Cullinan Associates Inc | 4,700 | $73.7 萬 | 0.06% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 4,670 | $73.2 萬 | 0.24% | +263+6.0% | 加碼 |
| Ameritas Advisory Services, LLC | 4,647 | $72.8 萬 | 0.01% | +2,256+94.4% | 加碼 |
| Visionary Horizons, LLC | 4,636 | $72.7 萬 | 0.30% | −44−0.9% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,626 | $72.5 萬 | 0.11% | +24+0.5% | 加碼 |
| Presilium Private Wealth, LLC | 4,603 | $72.1 萬 | 0.11% | −20.0% | 減碼 |
| Cordatus Wealth Management LLC | 4,593 | $72.0 萬 | 0.16% | +52+1.1% | 加碼 |
| Rossmore Private Capital | 4,581 | $71.8 萬 | 0.06% | 00.0% | 不變 |
| Net Worth Advisory Group | 4,571 | $71.6 萬 | 0.18% | −185−3.9% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 4,552 | $71.3 萬 | 0.10% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 4,542 | $71.2 萬 | 0.02% | +150+3.4% | 加碼 |
| Hanson & Doremus Investment Management | 4,528 | $71.0 萬 | 0.07% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 4,530 | $71.0 萬 | 0.10% | 00.0% | 不變 |
| Klingman & Associates, LLC | 4,523 | $70.9 萬 | 0.03% | +230+5.4% | 加碼 |
| Pure Financial Advisors, Inc. | 4,515 | $70.8 萬 | 0.01% | +505+12.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,509 | $70.7 萬 | 0.03% | +467+11.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 4,490 | $70.4 萬 | 0.03% | −156−3.4% | 減碼 |
| Washington Trust Co | 4,467 | $70.0 萬 | 0.02% | 00.0% | 不變 |
| Indivisible Partners | 4,463 | $69.9 萬 | 0.04% | +1,708+62.0% | 加碼 |
| Angeles Wealth Management, LLC | 4,448 | $69.7 萬 | 0.03% | +162+3.8% | 加碼 |
| Freestone Capital Holdings, LLC | 4,448 | $69.7 萬 | 0.02% | −988−18.2% | 減碼 |
| Miracle Mile Advisors, LLC | 4,439 | $69.6 萬 | 0.01% | +350+8.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,431 | $69.4 萬 | 0.00% | −368−7.7% | 減碼 |
| HBK Sorce Advisory LLC | 4,494 | $69.4 萬 | 0.01% | −63−1.4% | 減碼 |
| Marino, Stram & Associates LLC | 4,413 | $69.2 萬 | 0.11% | 00.0% | 不變 |
| Wedbush Securities Inc | 4,405 | $69.0 萬 | 0.02% | +82+1.9% | 加碼 |
| Opal Wealth Advisors, LLC | 4,383 | $68.7 萬 | 0.15% | −251−5.4% | 減碼 |
| D'Orazio & Associates, Inc. | 4,370 | $68.5 萬 | 0.08% | +183+4.4% | 加碼 |
| Shah Wealth Advisors, LLC | 4,346 | $68.1 萬 | 0.16% | +4,346 | 新進 |
| Mesirow Financial Investment Management, Inc. | 4,341 | $68.0 萬 | 0.01% | −4,319−49.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,326 | $67.8 萬 | 0.07% | −356−7.6% | 減碼 |
| First City Capital Management, Inc. | 4,298 | $67.4 萬 | 0.33% | −23−0.5% | 減碼 |
| Aspiriant, LLC | 4,290 | $67.2 萬 | 0.02% | +1,392+48.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 4,273 | $67.0 萬 | 0.04% | −89−2.0% | 減碼 |
| Anchyra Partners LLC | 4,265 | $66.8 萬 | 0.16% | +95+2.3% | 加碼 |
| Cambient Family Office, LLC | 4,264 | $66.8 萬 | 0.08% | 00.0% | 不變 |
| RNC Capital Management LLC | 4,261 | $66.8 萬 | 0.03% | −236−5.2% | 減碼 |
| Mill Capital Management, LLC | 4,205 | $65.9 萬 | 0.04% | −183−4.2% | 減碼 |
| Altfest L J & Co Inc | 4,193 | $65.7 萬 | 0.06% | +417+11.0% | 加碼 |
| Wesbanco Bank Inc | 4,191 | $65.7 萬 | 0.02% | −74−1.7% | 減碼 |
| Greenspring Advisors, LLC | 4,173 | $65.4 萬 | 0.04% | −560−11.8% | 減碼 |
| PFG Investments, LLC | 4,173 | $65.4 萬 | 0.03% | +72+1.8% | 加碼 |
| Mutual Advisors, LLC | 4,166 | $65.3 萬 | 0.01% | +391+10.4% | 加碼 |
| Convergence Financial, LLC | 4,154 | $65.1 萬 | 0.05% | −516−11.0% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,155 | $65.1 萬 | 0.45% | 00.0% | 不變 |
| Change Path, LLC | 4,131 | $64.7 萬 | 0.01% | +669+19.3% | 加碼 |
| Cromwell Holdings LLC | 4,117 | $64.5 萬 | 0.29% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 4,114 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 4,108 | $64.4 萬 | 0.00% | +3,041+285.0% | 加碼 |
| Advisor OS, LLC | 4,102 | $64.3 萬 | 0.04% | −208−4.8% | 減碼 |
| Optas, LLC | 4,098 | $64.2 萬 | 0.09% | +249+6.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,097 | $64.2 萬 | 0.14% | −130−3.1% | 減碼 |
| Argyle Capital Partners, LLC | 4,094 | $64.2 萬 | 0.40% | 00.0% | 不變 |
| Capital Analysts, LLC | 4,070 | $63.8 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,068 | $63.8 萬 | 0.01% | +389+10.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,064 | $63.7 萬 | 0.02% | −2,440−37.5% | 減碼 |
| Spears Abacus Advisors LLC | 4,047 | $63.4 萬 | 0.01% | 00.0% | 不變 |