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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 5,800 | $52.9 萬 | 0.03% | −112−1.9% | 減碼 |
| Sage Rhino Capital LLC | 5,794 | $52.9 萬 | 0.16% | +564+10.8% | 加碼 |
| Security Asset Management | 5,814 | $53.0 萬 | 0.21% | 00.0% | 不變 |
| TownSquare Capital, LLC | 5,785 | $53.0 萬 | 0.02% | +2,769+91.8% | 加碼 |
| Venturi Wealth Management, LLC | 5,818 | $53.1 萬 | 0.05% | −1,964−25.2% | 減碼 |
| CFO4Life Group, LLC | 5,828 | $53.2 萬 | 0.12% | −24−0.4% | 減碼 |
| Plancorp, LLC | 5,830 | $53.2 萬 | 0.04% | 00.0% | 不變 |
| Rossmore Private Capital | 5,835 | $53.2 萬 | 0.09% | +663+12.8% | 加碼 |
| Ropes Wealth Advisors LLC | 5,869 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Ellevest, Inc. | 5,880 | $53.6 萬 | 0.05% | +861+17.2% | 加碼 |
| Fort Sheridan Advisors LLC | 5,885 | $53.7 萬 | 0.18% | +2,689+84.1% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 5,960 | $54.4 萬 | 0.20% | 00.0% | 不變 |
| Hartford Investment Management Co | 5,965 | $54.4 萬 | 0.01% | +1,720+40.5% | 加碼 |
| Paloma Partners Management Co | 5,962 | $54.4 萬 | 0.01% | +5,962 | 新進 |
| Canandaigua National Corp | 5,983 | $54.6 萬 | 0.09% | −137−2.2% | 減碼 |
| Cohen Klingenstein LLC | 6,000 | $54.7 萬 | 0.02% | 00.0% | 不變 |
| Foster & Motley Inc | 6,041 | $55.1 萬 | 0.05% | −318−5.0% | 減碼 |
| Schulhoff & Co Inc | 6,042 | $55.1 萬 | 0.24% | +4+0.1% | 加碼 |
| Argyle Capital Management Inc. | 6,050 | $55.2 萬 | 0.18% | 00.0% | 不變 |
| Clarius Group, LLC | 6,050 | $55.2 萬 | 0.05% | +543+9.9% | 加碼 |
| Intellectus Partners, LLC | 6,073 | $55.4 萬 | 0.13% | −7−0.1% | 減碼 |
| Clear Perspective Advisors, LLC | 6,092 | $55.6 萬 | 0.19% | −238−3.8% | 減碼 |
| Intrust Bank NA | 6,182 | $56.4 萬 | 0.08% | +1,017+19.7% | 加碼 |
| Caldwell Trust Co | 6,192 | $56.5 萬 | 0.07% | −230−3.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,245 | $57.0 萬 | 0.15% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 6,272 | $57.2 萬 | 0.02% | +101+1.6% | 加碼 |
| CAPROCK Group, Inc. | 6,291 | $57.4 萬 | 0.05% | +2,183+53.1% | 加碼 |
| E&G Advisors, LP | 0 | $57.5 萬 | 0.16% | −6,298−100.0% | 減碼 |
| Essex Financial Services, Inc. | 6,744 | $57.6 萬 | 0.08% | 00.0% | 不變 |
| Banco de Sabadell, S.A | 6,377 | $57.7 萬 | 0.38% | +431+7.2% | 加碼 |
| Montag A & Associates Inc | 6,364 | $58.1 萬 | 0.03% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,365 | $58.1 萬 | 0.07% | +26+0.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,446 | $58.8 萬 | 0.02% | −1,564−19.5% | 減碼 |
| Penbrook Management LLC | 6,460 | $58.9 萬 | 0.37% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 6,469 | $59.0 萬 | 0.17% | +154+2.4% | 加碼 |
| Bard Financial Services, Inc. | 6,500 | $59.3 萬 | 0.05% | 00.0% | 不變 |
| Lido Advisors, LLC | 6,591 | $60.1 萬 | 0.01% | −880−11.8% | 減碼 |
| IHT Wealth Management, LLC | 6,595 | $60.2 萬 | 0.04% | +297+4.7% | 加碼 |
| American Portfolios Advisors | 6,615 | $60.4 萬 | 0.02% | −377−5.4% | 減碼 |
| Griffin Asset Management, Inc. | 6,619 | $60.4 萬 | 0.07% | −2,897−30.4% | 減碼 |
| Weather Gauge Advisory, LLC | 6,616 | $60.4 萬 | 0.70% | 00.0% | 不變 |
| Abundance Wealth Counselors | 6,627 | $60.5 萬 | 0.16% | +3,809+135.2% | 加碼 |
| Altfest L J & Co Inc | 6,647 | $60.6 萬 | 0.13% | +570+9.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 6,654 | $60.7 萬 | 0.07% | +1,708+34.5% | 加碼 |
| Foresight Wealth Management, LLC | 6,712 | $61.2 萬 | 0.26% | +889+15.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,790 | $62.0 萬 | 0.01% | +478+7.6% | 加碼 |
| Wesbanco Bank Inc | 6,797 | $62.0 萬 | 0.02% | +871+14.7% | 加碼 |
| Principle Wealth Partners LLC | 6,806 | $62.1 萬 | 0.07% | −1,200−15.0% | 減碼 |
| Inscription Capital, LLC | 6,806 | $62.1 萬 | 0.07% | +6,806 | 新進 |
| TrinityPoint Wealth, LLC | 6,881 | $62.8 萬 | 0.13% | −179−2.5% | 減碼 |
| Gibraltar Capital Management, Inc. | 6,810 | $62.9 萬 | 0.31% | +57+0.8% | 加碼 |
| Chilton Capital Management LLC | 6,922 | $63.2 萬 | 0.04% | −135,564−95.1% | 減碼 |
| Wealth Alliance | 6,922 | $63.2 萬 | 0.15% | +670+10.7% | 加碼 |
| Gradient Investments LLC | 6,943 | $63.3 萬 | 0.02% | +84+1.2% | 加碼 |
| First City Capital Management, Inc. | 6,812 | $63.3 萬 | 0.35% | +705+11.5% | 加碼 |
| NTV Asset Management LLC | 7,083 | $64.6 萬 | 0.11% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 7,100 | $64.8 萬 | 0.04% | −434−5.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,113 | $64.9 萬 | 0.12% | −730−9.3% | 減碼 |
| Redwood Investment Management, LLC | 7,117 | $64.9 萬 | 0.11% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 7,192 | $65.5 萬 | 0.04% | −6,923−49.0% | 減碼 |
| BDO Wealth Advisors, LLC | 7,225 | $65.9 萬 | 0.07% | +3,061+73.5% | 加碼 |
| EP Wealth Advisors, LLC | 7,288 | $66.5 萬 | 0.02% | +826+12.8% | 加碼 |
| Archford Capital Strategies, LLC | 7,322 | $66.8 萬 | 0.17% | +412+6.0% | 加碼 |
| KCM Investment Advisors LLC | 7,368 | $67.2 萬 | 0.03% | −6,010−44.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 7,474 | $68.2 萬 | 0.24% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 7,473 | $68.2 萬 | 0.22% | +1,490+24.9% | 加碼 |
| Alexandria Capital, LLC | 7,509 | $68.5 萬 | 0.06% | −734−8.9% | 減碼 |
| Woodstock Corp | 7,515 | $68.6 萬 | 0.08% | −25−0.3% | 減碼 |
| Lincoln National Corp | 7,665 | $69.9 萬 | 0.01% | +725+10.4% | 加碼 |
| Means Investment Co., Inc. | 7,724 | $70.5 萬 | 0.14% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 7,796 | $71.1 萬 | 0.07% | −365−4.5% | 減碼 |
| Kingsview Wealth Management, LLC | 7,759 | $71.1 萬 | 0.04% | +840+12.1% | 加碼 |
| Mission Wealth Management, LP | 7,803 | $71.2 萬 | 0.04% | −595−7.1% | 減碼 |
| Total Clarity Wealth Management, Inc. | 7,810 | $71.3 萬 | 0.40% | −200−2.5% | 減碼 |
| Marotta Asset Management | 7,780 | $71.3 萬 | 0.17% | +1,142+17.2% | 加碼 |
| Avantax Advisory Services, Inc. | 7,864 | $71.6 萬 | 0.01% | +1,078+15.9% | 加碼 |
| Wealthsource Partners, LLC | 7,857 | $71.7 萬 | 0.06% | −1,515−16.2% | 減碼 |
| Cetera Advisors LLC | 7,982 | $72.8 萬 | 0.02% | −51−0.6% | 減碼 |
| Community Bank, N.A. | 8,006 | $73.0 萬 | 0.09% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 8,000 | $73.0 萬 | 0.11% | +310+4.0% | 加碼 |
| Ar Asset Management Inc | 8,050 | $73.4 萬 | 0.21% | 00.0% | 不變 |
| Veriti Management LLC | 8,052 | $73.5 萬 | 0.11% | +8,052 | 新進 |
| Lantz Financial LLC | 8,087 | $73.8 萬 | 0.38% | −86−1.1% | 減碼 |
| Ballentine Partners, LLC | 8,106 | $74.0 萬 | 0.03% | −10−0.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,109 | $74.0 萬 | 0.09% | +3,713+84.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 8,195 | $74.8 萬 | 0.11% | +8,195 | 新進 |
| Covington Capital Management | 8,238 | $75.2 萬 | 0.03% | +75+0.9% | 加碼 |
| Valmark Advisers, Inc. | 8,244 | $75.2 萬 | 0.01% | +158+2.0% | 加碼 |
| Colony Group LLC | 8,358 | $76.3 萬 | 0.02% | −2,226−21.0% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 8,411 | $76.7 萬 | 0.59% | +41+0.5% | 加碼 |
| Dillon & Associates Inc | 8,449 | $76.9 萬 | 0.15% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 8,477 | $77.3 萬 | 0.02% | −390−4.4% | 減碼 |
| Rosenbaum Jay D. | 8,462 | $77.3 萬 | 1.28% | +590+7.5% | 加碼 |
| Cannell Peter B & Co Inc | 8,627 | $78.7 萬 | 0.02% | −1,200−12.2% | 減碼 |
| Central Trust Co | 8,683 | $79.2 萬 | 0.03% | +200+2.4% | 加碼 |
| Diamond Hill Capital Management Inc | 8,691 | $79.3 萬 | 0.00% | +1,135+15.0% | 加碼 |
| Lee Danner & Bass Inc | 8,714 | $79.5 萬 | 0.07% | −75−0.9% | 減碼 |
| Oarsman Capital, Inc. | 8,732 | $79.7 萬 | 0.32% | −10,319−54.2% | 減碼 |
| Salem Capital Management Inc | 8,744 | $79.8 萬 | 0.44% | +300+3.6% | 加碼 |
| Proequities, Inc. | 8,748 | $79.8 萬 | 0.05% | +1,417+19.3% | 加碼 |