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 1,625 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 4 季 13F 持有人
Novartis AG 在 2021/12/31 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
- 1,147
- 較 2021 年第 3 季 +80 家
- 持有股數
- 2.11 億
- 較 2021 年第 3 季 −842.5 萬 (−3.8%)
- 總市值
- $184.9 億
- 較 2021 年第 3 季 +$5.19 億 (+2.9%)
- 新進機構
- 156
- 另有 329 家加碼
- 清倉機構
- 76
- 另有 473 家減碼
另有 16 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 | 1,625 | $212.7 億 |
| 2026 年第 1 季 | 1,604 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Broderick Brian C | 41,100 | $359.5 萬 | 0.86% | −27,295−39.9% | 減碼 |
| Bokf, NA | 41,121 | $359.7 萬 | 0.06% | +8,009+24.2% | 加碼 |
| Squarepoint Ops LLC | 41,508 | $363.1 萬 | 0.02% | +41,508 | 新進 |
| Fairfield, Bush & Co. | 41,565 | $363.6 萬 | 1.75% | −11,525−21.7% | 減碼 |
| Smithbridge Asset Management Inc | 41,964 | $367.1 萬 | 1.12% | +696+1.7% | 加碼 |
| Mar Vista Investment Partners LLC | 42,463 | $371.4 萬 | 0.10% | −95−0.2% | 減碼 |
| Haverford Trust Co | 42,610 | $372.7 萬 | 0.04% | 00.0% | 不變 |
| Kidder Stephen W | 42,745 | $373.9 萬 | 1.14% | −13,923−24.6% | 減碼 |
| Hayek Kallen Investment Management | 42,820 | $374.5 萬 | 1.34% | −115−0.3% | 減碼 |
| Davis Selected Advisers | 43,035 | $376.4 萬 | 0.02% | −1,933−4.3% | 減碼 |
| Quantbot Technologies LP | 43,032 | $376.4 萬 | 0.31% | +43,032 | 新進 |
| Notis-McConarty Edward | 43,914 | $384.0 萬 | 1.28% | −1,997−4.3% | 減碼 |
| Glenmede Trust Co NA | 43,915 | $384.0 萬 | 0.02% | +2,405+5.8% | 加碼 |
| Country Club Trust Company, n.a. | 43,979 | $384.6 萬 | 0.30% | +957+2.2% | 加碼 |
| Keybank National Association | 44,272 | $387.2 萬 | 0.02% | −840−1.9% | 減碼 |
| Wetherby Asset Management Inc | 44,261 | $387.2 萬 | 0.22% | +1,123+2.6% | 加碼 |
| Guardian Capital Advisors LP | 43,363 | $389.4 萬 | 0.37% | −3,630−7.7% | 減碼 |
| Canal Capital Management, LLC | 44,745 | $391.4 萬 | 0.94% | +2,006+4.7% | 加碼 |
| Bradley Foster & Sargent Inc | 45,102 | $394.5 萬 | 0.08% | −6,894−13.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 45,565 | $398.6 萬 | 0.02% | +45,565 | 新進 |
| Sawtooth Solutions, LLC | 46,210 | $404.2 萬 | 0.45% | +27,789+150.9% | 加碼 |
| Garland Capital Management Inc | 47,455 | $415.1 萬 | 2.86% | −3,300−6.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 47,525 | $415.7 萬 | 0.57% | −4,149−8.0% | 減碼 |
| First Hawaiian Bank | 47,910 | $419.0 萬 | 0.12% | +38,650+417.4% | 加碼 |
| Farmers & Merchants Investments Inc | 48,001 | $419.9 萬 | 0.16% | −2,292−4.6% | 減碼 |
| Zeke Capital Advisors, LLC | 48,129 | $421.0 萬 | 0.25% | +4,752+11.0% | 加碼 |
| Carret Asset Management, LLC | 48,653 | $425.6 萬 | 0.47% | +1,100+2.3% | 加碼 |
| Whittier Trust Co | 49,132 | $429.7 萬 | 0.07% | −2,819−5.4% | 減碼 |
| Pacer Advisors, Inc. | 50,959 | $445.7 萬 | 0.05% | +710+1.4% | 加碼 |
| Nixon Peabody Trust Co | 51,698 | $452.2 萬 | 1.37% | +3,528+7.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 54,346 | $475.4 萬 | 0.02% | +4,162+8.3% | 加碼 |
| Patten & Patten Inc | 54,460 | $476.4 萬 | 0.33% | −2,518−4.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 54,791 | $479.2 萬 | 0.01% | +54,791 | 新進 |
| American Research & Management Co. | 54,960 | $480.7 萬 | 1.04% | −150−0.3% | 減碼 |
| Blueshift Asset Management, LLC | 55,647 | $486.7 萬 | 0.43% | +5,826+11.7% | 加碼 |
| Beach Investment Counsel Inc | 55,984 | $489.7 萬 | 0.65% | −50−0.1% | 減碼 |
| Mercer Global Advisors Inc | 56,040 | $490.2 萬 | 0.03% | +3,634+6.9% | 加碼 |
| Prentiss Smith & Co Inc | 56,691 | $495.9 萬 | 2.34% | −29−0.1% | 減碼 |
| Narwhal Capital Management | 57,170 | $500.1 萬 | 0.57% | −12,768−18.3% | 減碼 |
| Sepio Capital, LP | 57,672 | $504.5 萬 | 0.38% | −1,199−2.0% | 減碼 |
| FDx Advisors, Inc. | 58,970 | $515.8 萬 | 0.14% | +11,566+24.4% | 加碼 |
| Parcion Private Wealth LLC | 57,062 | $516.7 萬 | 0.47% | +3,635+6.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 59,720 | $522.4 萬 | 0.01% | −6,775−10.2% | 減碼 |
| Osterweis Capital Management Inc | 60,576 | $529.9 萬 | 0.27% | −18,491−23.4% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 60,635 | $530.4 萬 | 1.22% | +690+1.2% | 加碼 |
| Zevin Asset Management LLC | 61,614 | $538.9 萬 | 0.97% | −11,911−16.2% | 減碼 |
| Fiduciary Trust Co | 62,159 | $543.7 萬 | 0.09% | −5,264−7.8% | 減碼 |
| Brinker Capital Investments, LLC | 63,109 | $552.0 萬 | 0.08% | +3,278+5.5% | 加碼 |
| Kestra Advisory Services, LLC | 63,430 | $554.8 萬 | 0.06% | −49,738−44.0% | 減碼 |
| Guardian Capital LP | 65,467 | $572.6 萬 | 0.11% | 00.0% | 不變 |
| Geode Capital Management, LLC | 65,680 | $574.5 萬 | 0.00% | −1,277−1.9% | 減碼 |
| AMG National Trust Bank | 65,989 | $577.2 萬 | 0.17% | −835−1.2% | 減碼 |
| Camden National Bank | 66,126 | $578.4 萬 | 1.02% | −488−0.7% | 減碼 |
| Pinnacle Associates Ltd | 66,581 | $582.4 萬 | 0.10% | −7,179−9.7% | 減碼 |
| Investment House LLC | 66,773 | $584.1 萬 | 0.38% | −12,740−16.0% | 減碼 |
| Dearborn Partners LLC | 67,327 | $588.9 萬 | 0.21% | −23,219−25.6% | 減碼 |
| MML Investors Services, LLC | 67,623 | $591.5 萬 | 0.04% | −2,177−3.1% | 減碼 |
| Private Advisor Group, LLC | 69,292 | $606.1 萬 | 0.05% | −20,386−22.7% | 減碼 |
| Live Oak Private Wealth LLC | 69,358 | $606.7 萬 | 1.14% | +2,792+4.2% | 加碼 |
| Trust Co of Vermont | 69,570 | $608.6 萬 | 0.38% | −2,998−4.1% | 減碼 |
| Scotia Capital Inc. | 69,756 | $610.1 萬 | 0.04% | −118,510−62.9% | 減碼 |
| Lowell Blake & Associates Inc. | 69,772 | $610.3 萬 | 2.40% | +3,463+5.2% | 加碼 |
| Timber Creek Capital Management LLC | 69,869 | $611.1 萬 | 1.82% | +1,350+2.0% | 加碼 |
| Freestone Capital Holdings, LLC | 72,122 | $630.9 萬 | 0.27% | −170−0.2% | 減碼 |
| TCW Group Inc | 72,868 | $637.4 萬 | 0.05% | −50.0% | 減碼 |
| NewEdge Wealth, LLC | 73,364 | $641.7 萬 | 0.27% | +4,924+7.2% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 73,891 | $646.3 萬 | 1.86% | +5,301+7.7% | 加碼 |
| Comerica Bank | 78,020 | $659.6 萬 | 0.05% | −6,982−8.2% | 減碼 |
| Peapack Gladstone Financial Corp | 75,662 | $661.7 萬 | 0.12% | +54+0.1% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 73,767 | $662.4 萬 | 0.90% | +11,940+19.3% | 加碼 |
| Atria Investments LLC | 76,585 | $669.9 萬 | 0.12% | −17,971−19.0% | 減碼 |
| Fifth Third Bancorp | 78,281 | $684.7 萬 | 0.03% | −1,104−1.4% | 減碼 |
| New York State Common Retirement Fund | 79,327 | $693.9 萬 | 0.01% | +880+1.1% | 加碼 |
| Cohen Capital Management, Inc. | 82,016 | $717.4 萬 | 1.17% | 00.0% | 不變 |
| Gluskin Sheff & Assoc Inc | 82,047 | $717.7 萬 | 0.30% | −100,000−54.9% | 減碼 |
| Buckhead Capital Management LLC | 84,847 | $742.2 萬 | 1.57% | −3,354−3.8% | 減碼 |
| Captrust Financial Advisors | 84,874 | $742.4 萬 | 0.05% | +1,975+2.4% | 加碼 |
| Mengis Capital Management, Inc. | 85,029 | $743.7 萬 | 1.40% | +2,350+2.8% | 加碼 |
| Creative Planning | 86,281 | $754.7 萬 | 0.01% | −18,846−17.9% | 減碼 |
| FourThought Financial, LLC | 86,767 | $759.0 萬 | 0.95% | +1,610+1.9% | 加碼 |
| ProVise Management Group, LLC | 87,847 | $768.3 萬 | 0.70% | +3,664+4.4% | 加碼 |
| CWM, LLC | 88,887 | $777.5 萬 | 0.05% | +88,887 | 新進 |
| Puzo Michael J | 89,569 | $783.4 萬 | 2.21% | −3,433−3.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 90,534 | $791.9 萬 | 0.31% | −5,012−5.2% | 減碼 |
| Russell Investments Group, Ltd. | 90,635 | $792.7 萬 | 0.01% | +1,775+2.0% | 加碼 |
| Grimes & Company, Inc. | 90,772 | $794.0 萬 | 0.36% | +2,205+2.5% | 加碼 |
| Baird Financial Group, Inc. | 91,355 | $799.1 萬 | 0.02% | −189−0.2% | 減碼 |
| Welch & Forbes LLC | 91,483 | $800.2 萬 | 0.12% | +2,187+2.4% | 加碼 |
| Gabelli Funds LLC | 92,000 | $804.7 萬 | 0.05% | −1,000−1.1% | 減碼 |
| Rathbone Brothers plc | 93,057 | $814.0 萬 | 0.08% | −1,442−1.5% | 減碼 |
| American Assets Investment Management, LLC | 93,610 | $818.8 萬 | 0.88% | 00.0% | 不變 |
| Caption Management, LLC | 95,000 | $830.9 萬 | 0.52% | +53,003+126.2% | 加碼 |
| Federated Hermes, Inc. | 97,121 | $849.5 萬 | 0.02% | −20,445−17.4% | 減碼 |
| Ingalls & Snyder LLC | 98,137 | $858.4 萬 | 0.39% | −601−0.6% | 減碼 |
| Trust Co of Virginia | 100,601 | $880.0 萬 | 0.88% | −2,034−2.0% | 減碼 |
| Moreno Evelyn V | 100,819 | $881.9 萬 | 1.76% | +9,651+10.6% | 加碼 |
| Blair William & Co | 101,049 | $883.9 萬 | 0.03% | +10,304+11.4% | 加碼 |
| Oxbow Advisors, LLC | 101,241 | $885.6 萬 | 0.85% | −1,479−1.4% | 減碼 |
| Euro Pacific Asset Management, LLC | 101,362 | $893.6 萬 | 2.01% | +10,830+12.0% | 加碼 |
| Everett Harris & Co | 102,358 | $895.3 萬 | 0.12% | −130,665−56.1% | 減碼 |