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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 8,304 | $72.6 萬 | 0.07% | +481+6.1% | 加碼 |
| Lantz Financial LLC | 8,306 | $72.7 萬 | 0.33% | −184−2.2% | 減碼 |
| OmniStar Financial Group, Inc. | 8,369 | $73.2 萬 | 0.75% | +22+0.3% | 加碼 |
| Northcape Wealth Management, LLC | 8,372 | $73.2 萬 | 0.25% | +8,372 | 新進 |
| Rosenbaum Jay D. | 8,380 | $73.3 萬 | 1.08% | −357−4.1% | 減碼 |
| Central Trust Co | 8,389 | $73.4 萬 | 0.02% | −94−1.1% | 減碼 |
| First Foundation Advisors | 8,388 | $73.4 萬 | 0.03% | +318+3.9% | 加碼 |
| Moody National Bank Trust Division | 8,402 | $73.5 萬 | 0.02% | −25,781−75.4% | 減碼 |
| Dillon & Associates Inc | 8,449 | $73.5 萬 | 0.13% | 00.0% | 不變 |
| Altfest L J & Co Inc | 8,402 | $73.5 萬 | 0.14% | +1,263+17.7% | 加碼 |
| Prudential Financial Inc | 8,800 | $73.6 萬 | 0.00% | −196−2.2% | 減碼 |
| Level Four Advisory Services, LLC | 8,462 | $74.0 萬 | 0.06% | −2,523−23.0% | 減碼 |
| EP Wealth Advisors, LLC | 8,484 | $74.2 萬 | 0.02% | +406+5.0% | 加碼 |
| D.B. Root & Company, LLC | 8,566 | $74.9 萬 | 0.27% | −103−1.2% | 減碼 |
| KCM Investment Advisors LLC | 8,566 | $74.9 萬 | 0.03% | +1,277+17.5% | 加碼 |
| Anchor Investment Management, LLC | 8,584 | $75.1 萬 | 0.09% | +334+4.0% | 加碼 |
| Ballentine Partners, LLC | 8,644 | $75.6 萬 | 0.02% | +20+0.2% | 加碼 |
| TownSquare Capital, LLC | 8,649 | $75.7 萬 | 0.02% | −1,732−16.7% | 減碼 |
| Lee Danner & Bass Inc | 8,664 | $75.8 萬 | 0.06% | −50−0.6% | 減碼 |
| Mather Group, LLC. | 8,667 | $75.8 萬 | 0.01% | +3,048+54.2% | 加碼 |
| CAPROCK Group, Inc. | 8,692 | $76.0 萬 | 0.06% | +2,592+42.5% | 加碼 |
| MBB Public Markets I LLC | 8,719 | $76.3 萬 | 0.02% | +8,719 | 新進 |
| Summit Financial, LLC | 8,740 | $76.4 萬 | 0.06% | +2,357+36.9% | 加碼 |
| Cadence Bank NA | 8,751 | $76.6 萬 | 0.21% | −5,982−40.6% | 減碼 |
| CX Institutional | 8,827 | $77.2 萬 | 0.06% | −1,375−13.5% | 減碼 |
| Roundview Capital LLC | 8,839 | $77.3 萬 | 0.08% | −897−9.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 8,900 | $77.9 萬 | 0.01% | −17,500−66.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 9,060 | $79.2 萬 | 0.03% | −55−0.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 8,600 | $81.2 萬 | 0.02% | +333+4.0% | 加碼 |
| Beaton Management Co. Inc. | 9,347 | $81.8 萬 | 0.49% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 9,428 | $82.4 萬 | 0.07% | +352+3.9% | 加碼 |
| Guggenheim Capital LLC | 9,458 | $82.8 萬 | 0.00% | +1,648+21.1% | 加碼 |
| Klingenstein Fields & Co LP | 9,479 | $82.9 萬 | 0.03% | −291−3.0% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 9,502 | $83.1 萬 | 0.03% | +17+0.2% | 加碼 |
| Mystic Asset Management, Inc. | 9,504 | $83.1 萬 | 0.39% | +9,504 | 新進 |
| Douglass Winthrop Advisors, LLC | 9,516 | $83.2 萬 | 0.02% | −4,792−33.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,530 | $83.4 萬 | 0.05% | +4,456+87.8% | 加碼 |
| Princeton Global Asset Management LLC | 9,605 | $84.0 萬 | 0.24% | −285−2.9% | 減碼 |
| King Luther Capital Management Corp | 9,666 | $84.5 萬 | 0.00% | −2,255−18.9% | 減碼 |
| Fortem Financial Group, LLC | 9,701 | $84.9 萬 | 0.39% | −2,546−20.8% | 減碼 |
| Drexel Morgan & Co. | 9,720 | $85.0 萬 | 0.25% | 00.0% | 不變 |
| Altium Wealth Management LLC | 9,755 | $85.3 萬 | 0.05% | −3,127−24.3% | 減碼 |
| Graypoint LLC | 9,751 | $85.3 萬 | 0.09% | −369−3.6% | 減碼 |
| Patton Albertson Miller Group, LLC | 9,840 | $86.1 萬 | 0.14% | −2,625−21.1% | 減碼 |
| Fulton Bank, N.A. | 9,925 | $86.8 萬 | 0.04% | −4,257−30.0% | 減碼 |
| Delta Financial Advisors LLC | 9,936 | $86.9 萬 | 0.35% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 9,932 | $86.9 萬 | 0.06% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 10,000 | $87.4 萬 | 0.47% | −22,400−69.1% | 減碼 |
| Sittner & Nelson, LLC | 9,998 | $87.5 萬 | 0.51% | +300+3.1% | 加碼 |
| Bluestein R H & Co | 10,100 | $88.3 萬 | 0.03% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,114 | $88.5 萬 | 0.01% | +1,124+12.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 10,137 | $88.7 萬 | 0.42% | +10,137 | 新進 |
| Associated Banc-Corp | 10,218 | $89.4 萬 | 0.03% | −125−1.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,215 | $89.4 萬 | 0.02% | +10,015+5,007.5% | 加碼 |
| Voya Financial Advisors, Inc. | 10,245 | $89.6 萬 | 0.10% | +203+2.0% | 加碼 |
| FRG Family Wealth Advisors LLC | 10,275 | $89.9 萬 | 0.17% | +565+5.8% | 加碼 |
| Ritholtz Wealth Management | 10,284 | $90.0 萬 | 0.06% | +3,662+55.3% | 加碼 |
| Highland Capital Management, LLC | 10,297 | $90.1 萬 | 0.05% | +350+3.5% | 加碼 |
| Apollon Wealth Management, LLC | 10,329 | $90.4 萬 | 0.07% | +6,013+139.3% | 加碼 |
| Diversified Trust Co | 10,344 | $90.5 萬 | 0.03% | +907+9.6% | 加碼 |
| Verdence Capital Advisors LLC | 10,362 | $90.6 萬 | 0.11% | +436+4.4% | 加碼 |
| Holderness Investments Co | 10,395 | $90.9 萬 | 0.27% | +403+4.0% | 加碼 |
| Moser Wealth Advisors, LLC | 10,465 | $91.5 萬 | 0.55% | 00.0% | 不變 |
| GFS Advisors, LLC | 10,475 | $91.6 萬 | 0.15% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 10,517 | $92.0 萬 | 0.01% | −178−1.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 10,518 | $92.0 萬 | 0.12% | +240+2.3% | 加碼 |
| Astrantus Ltd | 10,561 | $92.4 萬 | 0.69% | +10,561 | 新進 |
| Thornburg Investment Management Inc | 10,595 | $92.7 萬 | 0.01% | +1,225+13.1% | 加碼 |
| Cypress Asset Management Inc | 10,613 | $92.8 萬 | 0.22% | −206−1.9% | 減碼 |
| Ariel Investments, LLC | 10,631 | $93.0 萬 | 0.01% | −7,905−42.6% | 減碼 |
| BTC Capital Management, Inc. | 10,683 | $93.8 萬 | 0.09% | +568+5.6% | 加碼 |
| Ar Asset Management Inc | 10,750 | $94.0 萬 | 0.24% | 00.0% | 不變 |
| Burns J W & Co Inc | 10,757 | $94.1 萬 | 0.14% | −135−1.2% | 減碼 |
| Spire Wealth Management | 10,754 | $94.1 萬 | 0.02% | +5,186+93.1% | 加碼 |
| Knowledge Leaders Capital, LLC | 10,788 | $94.4 萬 | 0.69% | −1,540−12.5% | 減碼 |
| Financial Advocates Investment Management | 10,786 | $94.4 萬 | 0.07% | +6+0.1% | 加碼 |
| Sit Investment Associates Inc | 10,800 | $94.5 萬 | 0.02% | −6,700−38.3% | 減碼 |
| Semmax Financial Advisors Inc. | 10,847 | $94.9 萬 | 0.35% | −2,974−21.5% | 減碼 |
| Eagle Asset Management Inc | 11,065 | $96.7 萬 | 0.00% | −3,006−21.4% | 減碼 |
| Covenant Partners, LLC | 11,106 | $97.1 萬 | 0.36% | −3,709−25.0% | 減碼 |
| Assetmark, Inc | 11,133 | $97.4 萬 | 0.00% | +5,436+95.4% | 加碼 |
| Tiaa, FSB | 11,213 | $98.1 萬 | 0.00% | −508−4.3% | 減碼 |
| Arvest Trust Co N A | 11,376 | $99.5 萬 | 0.05% | +11,376 | 新進 |
| JNBA Financial Advisors | 11,437 | $100.0 萬 | 0.12% | −100−0.9% | 減碼 |
| Financial Architects, Inc | 11,463 | $100.3 萬 | 0.14% | −673−5.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,474 | $100.4 萬 | 0.08% | −3,093−21.2% | 減碼 |
| Greenwich Wealth Management LLC | 11,571 | $101.2 萬 | 0.08% | +185+1.6% | 加碼 |
| Benjamin Edwards Inc | 11,633 | $101.8 萬 | 0.33% | +11,126+2,194.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 11,676 | $102.1 萬 | 0.01% | +38+0.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 11,694 | $102.3 萬 | 0.28% | +2,090+21.8% | 加碼 |
| Atlas Capital Advisors LLC | 11,788 | $103.1 萬 | 0.15% | +2,719+30.0% | 加碼 |
| Abbrea Capital, LLC | 11,831 | $103.5 萬 | 0.14% | 00.0% | 不變 |
| JustInvest LLC | 11,861 | $103.7 萬 | 0.06% | +2,050+20.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,873 | $103.9 萬 | 0.01% | −2,153−15.4% | 減碼 |
| Pathstone Family Office, LLC | 11,917 | $104.1 萬 | 0.03% | −206−1.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 11,916 | $104.2 萬 | 0.03% | +800+7.2% | 加碼 |
| Simmons Bank | 11,923 | $104.3 萬 | 0.07% | −91−0.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 11,929 | $104.3 萬 | 0.02% | +181+1.5% | 加碼 |
| Proequities, Inc. | 11,926 | $104.3 萬 | 0.06% | +1,458+13.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 11,932 | $104.4 萬 | 0.11% | −6,488−35.2% | 減碼 |