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 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 | 1,626 | $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 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 |
|---|---|---|---|---|---|
| Leverty Financial Group, LLC | 1,627 | $14.2 萬 | 0.11% | +1,627 | 新進 |
| BerganKDV Wealth Management, LLC | 1,654 | $14.5 萬 | 0.02% | +1,011+157.2% | 加碼 |
| Cedar Wealth Management, LLC | 1,682 | $14.7 萬 | 0.06% | +682+68.2% | 加碼 |
| Baldwin Brothers Inc | 1,689 | $14.8 萬 | 0.01% | −496−22.7% | 減碼 |
| Harbor Investment Advisory, LLC | 1,813 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| Investment Research & Advisory Group, Inc. | 1,825 | $16.0 萬 | 0.10% | −588−24.4% | 減碼 |
| Trustcore Financial Services, LLC | 1,900 | $16.6 萬 | 0.02% | −100−5.0% | 減碼 |
| Perkins Coie Trust Co | 1,930 | $16.9 萬 | 0.05% | −12,423−86.6% | 減碼 |
| Private Capital Group, LLC | 1,946 | $17.0 萬 | 0.04% | −517−21.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 1,947 | $17.0 萬 | 0.00% | −93−4.6% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,954 | $17.1 萬 | 0.02% | +110+6.0% | 加碼 |
| North Star Investment Management Corp. | 1,962 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 2,038 | $17.8 萬 | 0.01% | +2,038 | 新進 |
| Allworth Financial LP | 2,045 | $17.9 萬 | 0.00% | +609+42.4% | 加碼 |
| First PREMIER Bank | 2,065 | $18.1 萬 | 0.05% | 00.0% | 不變 |
| Atlantic Trust, LLC | 2,075 | $18.2 萬 | 0.11% | 00.0% | 不變 |
| Toronto Dominion Bank | 2,100 | $18.3 萬 | 0.00% | −1,646−43.9% | 減碼 |
| Hills Bank & Trust Co | 2,233 | $19.5 萬 | 0.03% | −684−23.4% | 減碼 |
| CoreFirst Bank & Trust | 2,230 | $19.5 萬 | 0.13% | −500−18.3% | 減碼 |
| Vigilant Capital Management, LLC | 2,277 | $19.9 萬 | 0.01% | +965+73.6% | 加碼 |
| Summit X, LLC | 2,273 | $20.0 萬 | 0.05% | +2,273 | 新進 |
| Enlightenment Research, LLC | 2,300 | $20.1 萬 | 0.29% | +2,300 | 新進 |
| Five Oceans Advisors | 2,314 | $20.2 萬 | 0.18% | −156−6.3% | 減碼 |
| IFG Advisory, LLC | 2,339 | $20.4 萬 | 0.02% | −109−4.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,337 | $20.4 萬 | 0.05% | +2,337 | 新進 |
| Quad-Cities Investment Group, LLC | 2,336 | $20.4 萬 | 0.13% | +2,336 | 新進 |
| Southland Equity Partners LLC | 2,338 | $20.5 萬 | 0.08% | +2,338 | 新進 |
| Crawford Investment Counsel Inc | 2,343 | $20.5 萬 | 0.00% | +2,343 | 新進 |
| CPWM, LLC | 2,524 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Essex LLC | 2,350 | $20.6 萬 | 0.06% | +2,350 | 新進 |
| Tranquilli Financial Advisor LLC | 2,366 | $20.7 萬 | 0.14% | −123−4.9% | 減碼 |
| Belpointe Asset Management LLC | 2,374 | $20.8 萬 | 0.01% | +688+40.8% | 加碼 |
| Choate Investment Advisors | 2,382 | $20.8 萬 | 0.01% | +2,382 | 新進 |
| Whalerock Point Partners, LLC | 2,390 | $20.9 萬 | 0.07% | +2,390 | 新進 |
| Shoker Investment Counsel, Inc. | 2,405 | $21.0 萬 | 0.10% | +2,405 | 新進 |
| Van Strum & Towne Inc. | 2,412 | $21.1 萬 | 0.08% | −200−7.7% | 減碼 |
| HBK Sorce Advisory LLC | 2,419 | $21.2 萬 | 0.01% | −3,105−56.2% | 減碼 |
| River Wealth Advisors LLC | 2,418 | $21.2 萬 | 0.03% | −268−10.0% | 減碼 |
| Sheets Smith Wealth Management | 2,450 | $21.4 萬 | 0.03% | 00.0% | 不變 |
| Capital Advisors Inc | 2,445 | $21.4 萬 | 0.01% | +2,445 | 新進 |
| Lion Street Advisors, LLC | 2,447 | $21.4 萬 | 0.10% | +2,447 | 新進 |
| Good Life Advisors, LLC | 2,457 | $21.5 萬 | 0.03% | −248−9.2% | 減碼 |
| Magnus Financial Group LLC | 2,456 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Stokes Family Office, LLC | 2,453 | $21.5 萬 | 0.03% | +2,453 | 新進 |
| Washington Trust Advisors, Inc. | 2,459 | $21.5 萬 | 0.01% | +2,459 | 新進 |
| Mosaic Family Wealth, LLC | 2,504 | $21.9 萬 | 0.06% | +2,504 | 新進 |
| Terry L. Blaker | 2,515 | $22.0 萬 | 0.02% | +2,515 | 新進 |
| Vise Technologies, Inc. | 2,512 | $22.0 萬 | 0.06% | +2,512 | 新進 |
| Straight Path Wealth Management | 2,514 | $22.0 萬 | 0.19% | +2,514 | 新進 |
| Brown Advisory Securities, LLC | 2,517 | $22.1 萬 | 0.09% | −2,411−48.9% | 減碼 |
| Eagle Strategies LLC | 2,524 | $22.1 萬 | 0.09% | +2,524 | 新進 |
| PDS Planning, Inc | 2,542 | $22.2 萬 | 0.04% | −377−12.9% | 減碼 |
| Mairs & Power Inc | 2,536 | $22.2 萬 | 0.00% | +2,536 | 新進 |
| Blue Fin Capital, Inc. | 2,555 | $22.3 萬 | 0.06% | −909−26.2% | 減碼 |
| Fiera Capital Corp | 2,550 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 2,577 | $22.3 萬 | 0.16% | 00.0% | 不變 |
| Northside Capital Management, LLC | 2,546 | $22.3 萬 | 0.06% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 2,557 | $22.4 萬 | 0.09% | −541−17.5% | 減碼 |
| Brewin Dolphin Ltd | 2,570 | $22.5 萬 | 0.01% | −200−7.2% | 減碼 |
| Aptus Capital Advisors, LLC | 2,587 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,599 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| Essex Savings Bank | 2,614 | $22.8 萬 | 0.08% | −8−0.3% | 減碼 |
| Coulter & Justus Financial Services, LLC | 2,610 | $22.8 萬 | 0.18% | +2,610 | 新進 |
| Opal Wealth Advisors, LLC | 2,610 | $22.8 萬 | 0.14% | +2,610 | 新進 |
| Stiles Financial Services Inc | 2,607 | $22.8 萬 | 0.11% | +2,607 | 新進 |
| Great Valley Advisor Group, Inc. | 2,656 | $22.9 萬 | 0.01% | −594−18.3% | 減碼 |
| IFP Advisors, Inc | 2,585 | $22.9 萬 | 0.00% | −307−10.6% | 減碼 |
| Axxcess Wealth Management, LLC | 2,613 | $22.9 萬 | 0.02% | +2,613 | 新進 |
| Retirement Planning Co of New England, Inc. | 2,631 | $23.0 萬 | 0.11% | +2,631 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,656 | $23.2 萬 | 0.01% | +2,656 | 新進 |
| EverSource Wealth Advisors, LLC | 2,657 | $23.2 萬 | 0.06% | +2,657 | 新進 |
| Great Lakes Advisors, LLC | 2,663 | $23.3 萬 | 0.00% | −100−3.6% | 減碼 |
| Twin Focus Capital Partners, LLC | 2,666 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,682 | $23.5 萬 | 0.01% | −2,361−46.8% | 減碼 |
| LCM Capital Management Inc | 2,683 | $23.5 萬 | 0.18% | +118+4.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 2,684 | $23.5 萬 | 0.00% | +2,684 | 新進 |
| Appleton Partners Inc | 2,686 | $23.5 萬 | 0.02% | +2,686 | 新進 |
| Stock Yards Bank & Trust Co | 2,691 | $23.6 萬 | 0.01% | −37−1.4% | 減碼 |
| Wintrust Investments LLC | 2,700 | $23.6 萬 | 0.02% | +78+3.0% | 加碼 |
| Enterprise Financial Services Corp | 2,725 | $23.8 萬 | 0.04% | −513−15.8% | 減碼 |
| Paloma Partners Management Co | 2,718 | $23.8 萬 | 0.01% | +2,718 | 新進 |
| Bristlecone Advisors, LLC | 2,763 | $24.2 萬 | 0.03% | 00.0% | 不變 |
| Laraway Financial Inc | 2,770 | $24.2 萬 | 0.22% | +2,770 | 新進 |
| Palladiem, LLC | 2,793 | $24.4 萬 | 0.20% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,781 | $24.4 萬 | 0.00% | +268+10.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,800 | $24.5 萬 | 0.02% | −2,758−49.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 2,801 | $24.5 萬 | 0.10% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 2,815 | $24.6 萬 | 0.04% | −158−5.3% | 減碼 |
| Allred Capital Management, LLC | 2,821 | $24.6 萬 | 0.12% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,817 | $24.6 萬 | 0.01% | +831+41.8% | 加碼 |
| Washington Trust Co | 2,832 | $24.8 萬 | 0.01% | +2+0.1% | 加碼 |
| Savant Capital, LLC | 2,862 | $25.0 萬 | 0.01% | +326+12.9% | 加碼 |
| Claro Advisors LLC | 2,867 | $25.1 萬 | 0.09% | −77−2.6% | 減碼 |
| Zions Bancorporation, N.A. | 2,873 | $25.1 萬 | 0.02% | +858+42.6% | 加碼 |
| BFSG, LLC | 2,885 | $25.2 萬 | 0.04% | −1,055−26.8% | 減碼 |
| Northstar Group, Inc. | 2,883 | $25.2 萬 | 0.06% | −300−9.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 2,880 | $25.2 萬 | 0.11% | −37−1.3% | 減碼 |
| 9258 Wealth Management, LLC | 2,893 | $25.3 萬 | 0.06% | +2,893 | 新進 |
| Keel Point, LLC | 2,908 | $25.4 萬 | 0.04% | −601−17.1% | 減碼 |
| JFS Wealth Advisors, LLC | 2,917 | $25.5 萬 | 0.02% | −74−2.5% | 減碼 |