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
2021 年第 2 季 13F 持有人
Novartis AG 在 2021/6/30 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
- 1,123
- 較 2021 年第 1 季 −5 家
- 持有股數
- 2.17 億
- 較 2021 年第 1 季 −140.1 萬 (−0.6%)
- 總市值
- $197.8 億
- 較 2021 年第 1 季 +$11.6 億 (+6.2%)
- 新進機構
- 74
- 另有 400 家加碼
- 清倉機構
- 79
- 另有 416 家減碼
另有 10 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,000 | $27.4 萬 | 0.00% | +3,000 | 新進 |
| Hurlow Wealth Management Group, Inc. | 3,024 | $27.6 萬 | 0.18% | −40−1.3% | 減碼 |
| Kore Private Wealth LLC | 3,030 | $27.6 萬 | 0.03% | +367+13.8% | 加碼 |
| Sargent Bickham Lagudis LLC | 3,045 | $27.8 萬 | 0.02% | +1,194+64.5% | 加碼 |
| Platform Technology Partners | 3,045 | $27.8 萬 | 0.11% | +3,045 | 新進 |
| Monticello Wealth Management, LLC | 3,061 | $27.9 萬 | 0.03% | +381+14.2% | 加碼 |
| Smart Money Group LLC | 3,213 | $28.1 萬 | 0.32% | −78−2.4% | 減碼 |
| Dorchester Wealth Management Co | 3,080 | $28.1 萬 | 0.06% | 00.0% | 不變 |
| Mitchell Capital Management Co | 3,090 | $28.2 萬 | 0.06% | +283+10.1% | 加碼 |
| Rehmann Capital Advisory Group | 3,098 | $28.3 萬 | 0.03% | −180−5.5% | 減碼 |
| Level Four Advisory Services, LLC | 3,103 | $28.3 萬 | 0.02% | +72+2.4% | 加碼 |
| Prudent Man Advisors, LLC | 3,098 | $28.3 萬 | 0.11% | +90+3.0% | 加碼 |
| Red Cedar Capital, LLC | 3,140 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 3,111 | $28.7 萬 | 0.10% | 00.0% | 不變 |
| Investors Research Corp | 3,153 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Northstar Group, Inc. | 3,183 | $29.0 萬 | 0.08% | 00.0% | 不變 |
| Stonnington Group, LLC | 3,145 | $29.0 萬 | 0.06% | +575+22.4% | 加碼 |
| Courier Capital LLC | 3,185 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 3,208 | $29.3 萬 | 0.02% | −177−5.2% | 減碼 |
| Philadelphia Trust Co | 3,212 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Edge Capital Group, LLC | 3,238 | $29.5 萬 | 0.02% | −980−23.2% | 減碼 |
| Family Legacy, Inc. | 3,250 | $29.6 萬 | 0.13% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 3,270 | $29.8 萬 | 0.28% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 3,280 | $29.9 萬 | 0.11% | +1,189+56.9% | 加碼 |
| Charter Trust Co | 3,278 | $30.0 萬 | 0.03% | −167−4.8% | 減碼 |
| Stokes Family Office, LLC | 3,285 | $30.0 萬 | 0.04% | +156+5.0% | 加碼 |
| Meridian Wealth Management, LLC | 3,284 | $30.0 萬 | 0.04% | +450+15.9% | 加碼 |
| 1st Source Bank | 3,298 | $30.1 萬 | 0.02% | −1,547−31.9% | 減碼 |
| Private Trust Co NA | 3,295 | $30.1 萬 | 0.05% | −148−4.3% | 減碼 |
| Kanawha Capital Management LLC | 3,310 | $30.2 萬 | 0.03% | −43−1.3% | 減碼 |
| Plimoth Trust Co LLC | 3,309 | $30.2 萬 | 0.08% | −20−0.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,309 | $30.2 萬 | 0.07% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 3,303 | $30.2 萬 | 0.06% | 00.0% | 不變 |
| Summit Financial, LLC | 3,311 | $30.2 萬 | 0.03% | +3,311 | 新進 |
| Moneta Group Investment Advisors LLC | 3,321 | $30.3 萬 | 0.01% | +69+2.1% | 加碼 |
| Port Capital LLC | 3,333 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| BSW Wealth Partners | 3,351 | $30.6 萬 | 0.08% | +3,351 | 新進 |
| Cozad Asset Management Inc | 3,363 | $30.7 萬 | 0.05% | −998−22.9% | 減碼 |
| Weatherly Asset Management L. P. | 3,372 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| Hyman Charles D | 3,374 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 3,400 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 3,399 | $31.0 萬 | 0.02% | +286+9.2% | 加碼 |
| Concord Wealth Partners | 3,403 | $31.0 萬 | 0.09% | +694+25.6% | 加碼 |
| West Coast Financial LLC | 3,424 | $31.2 萬 | 0.05% | −104−2.9% | 減碼 |
| Kendall Capital Management | 3,418 | $31.2 萬 | 0.18% | −100−2.8% | 減碼 |
| Peoples Financial Services Corp. | 3,426 | $31.2 萬 | 0.13% | 00.0% | 不變 |
| Veracity Capital LLC | 3,427 | $31.3 萬 | 0.07% | −169−4.7% | 減碼 |
| Global Retirement Partners, LLC | 3,433 | $31.3 萬 | 0.03% | +123+3.7% | 加碼 |
| Trustmark National Bank Trust Department | 3,449 | $31.4 萬 | 0.02% | −1,885−35.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,441 | $31.4 萬 | 0.03% | +3,441 | 新進 |
| Keel Point, LLC | 3,462 | $31.6 萬 | 0.04% | −306−8.1% | 減碼 |
| Change Path, LLC | 3,481 | $31.7 萬 | 0.02% | −126−3.5% | 減碼 |
| Occidental Asset Management, LLC | 3,485 | $31.8 萬 | 0.08% | 00.0% | 不變 |
| Intrua Financial, LLC | 3,459 | $32.0 萬 | 0.08% | +9+0.3% | 加碼 |
| Formidable Asset Management, LLC | 3,503 | $32.1 萬 | 0.07% | −178−4.8% | 減碼 |
| Koss-Olinger Consulting, LLC | 3,555 | $32.4 萬 | 0.05% | +302+9.3% | 加碼 |
| Henry James International Management, Inc. | 3,559 | $32.5 萬 | 0.09% | −1,400−28.2% | 減碼 |
| Axiom Investment Management LLC | 3,577 | $32.6 萬 | 0.25% | −4,319−54.7% | 減碼 |
| Inlet Private Wealth, LLC | 3,576 | $32.6 萬 | 0.09% | −46−1.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 3,572 | $32.6 萬 | 0.07% | +166+4.9% | 加碼 |
| Intersect Capital LLC | 3,596 | $32.8 萬 | 0.06% | +708+24.5% | 加碼 |
| Pointe Capital Management LLC | 3,608 | $32.9 萬 | 0.23% | +125+3.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 3,608 | $32.9 萬 | 0.06% | +703+24.2% | 加碼 |
| Latitude Advisors, LLC | 3,618 | $33.0 萬 | 0.24% | +41+1.1% | 加碼 |
| Minot Wealth Management LLC | 3,576 | $33.1 萬 | 0.07% | −2,895−44.7% | 減碼 |
| Hotaling Investment Management, LLC | 3,630 | $33.1 萬 | 0.13% | +3,630 | 新進 |
| Round Hill Asset Management | 3,642 | $33.2 萬 | 0.16% | 00.0% | 不變 |
| Ancora Advisors, LLC | 3,643 | $33.2 萬 | 0.01% | +30+0.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 3,652 | $33.3 萬 | 0.03% | +3,652 | 新進 |
| Spotlight Asset Group, Inc. | 3,665 | $33.4 萬 | 0.13% | −94−2.5% | 減碼 |
| S.A. Mason LLC | 3,686 | $33.6 萬 | 0.23% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 3,679 | $33.6 萬 | 0.18% | +179+5.1% | 加碼 |
| Parkside Financial Bank & Trust | 3,709 | $33.9 萬 | 0.10% | +138+3.9% | 加碼 |
| Stock Yards Bank & Trust Co | 3,728 | $34.0 萬 | 0.02% | +777+26.3% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,739 | $34.1 萬 | 0.12% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 3,738 | $34.1 萬 | 0.19% | +13+0.3% | 加碼 |
| Global Trust Asset Management, LLC | 3,747 | $34.2 萬 | 0.16% | −185−4.7% | 減碼 |
| Riverview Trust Co | 3,763 | $34.3 萬 | 0.36% | 00.0% | 不變 |
| Summit Financial Group Inc | 3,769 | $34.4 萬 | 0.13% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 3,766 | $34.4 萬 | 0.16% | +13+0.3% | 加碼 |
| Murphy Capital Management Inc | 3,788 | $34.5 萬 | 0.04% | −1,050−21.7% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,808 | $34.7 萬 | 0.20% | −100−2.6% | 減碼 |
| Circle Wealth Management, LLC | 3,831 | $35.0 萬 | 0.05% | +640+20.1% | 加碼 |
| Texas Yale Capital Corp. | 3,845 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Hancock Whitney Corp | 3,841 | $35.1 萬 | 0.01% | +1,347+54.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,877 | $35.4 萬 | 0.07% | −717−15.6% | 減碼 |
| Veritable, L.P. | 3,917 | $35.7 萬 | 0.01% | −144−3.5% | 減碼 |
| Fox Run Management, L.L.C. | 3,920 | $35.8 萬 | 0.33% | +3,920 | 新進 |
| Violich Capital Management, Inc. | 3,940 | $35.9 萬 | 0.06% | −800−16.9% | 減碼 |
| Merrion Investment Management Co, LLC | 3,938 | $35.9 萬 | 0.27% | −110−2.7% | 減碼 |
| Aspiriant, LLC | 3,931 | $35.9 萬 | 0.02% | +1,200+43.9% | 加碼 |
| Carroll Financial Associates, Inc. | 4,018 | $36.6 萬 | 0.02% | −138−3.3% | 減碼 |
| PNC Managed Account Solutions, Inc. | 4,010 | $36.6 萬 | 0.07% | +4,010 | 新進 |
| UMA Financial Services, Inc. | 4,041 | $36.8 萬 | 0.11% | −9−0.2% | 減碼 |
| NEXT Financial Group, Inc | 4,057 | $37.0 萬 | 0.03% | +290+7.7% | 加碼 |
| Appleton Partners Inc | 4,084 | $37.3 萬 | 0.03% | −709−14.8% | 減碼 |
| Prio Wealth Limited Partnership | 4,088 | $37.3 萬 | 0.01% | −299−6.8% | 減碼 |
| Brighton Jones LLC | 4,085 | $37.3 萬 | 0.02% | +269+7.0% | 加碼 |
| Essex Investment Management Co LLC | 4,101 | $37.4 萬 | 0.04% | −1,225−23.0% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 4,110 | $37.5 萬 | 0.04% | −2,350−36.4% | 減碼 |