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 |
|---|---|---|---|---|---|
| LCNB Corp | 11,955 | $104.6 萬 | 0.48% | +31+0.3% | 加碼 |
| SG Americas Securities, LLC | 11,977 | $104.8 萬 | 0.01% | −3,302−21.6% | 減碼 |
| Parallel Advisors, LLC | 11,997 | $104.9 萬 | 0.04% | −1,900−13.7% | 減碼 |
| Mutual Advisors, LLC | 12,020 | $105.1 萬 | 0.06% | +507+4.4% | 加碼 |
| Prospera Financial Services Inc | 12,067 | $105.6 萬 | 0.05% | −5,206−30.1% | 減碼 |
| Greenup Street Wealth Management LLC | 12,077 | $105.6 萬 | 0.64% | +12,077 | 新進 |
| Becker Capital Management Inc | 12,193 | $106.7 萬 | 0.04% | −285−2.3% | 減碼 |
| Brookstone Capital Management | 11,943 | $106.7 萬 | 0.02% | +1,527+14.7% | 加碼 |
| Stephens Inc | 12,232 | $107.0 萬 | 0.02% | −16,443−57.3% | 減碼 |
| Trust Co of Oklahoma | 12,356 | $108.1 萬 | 0.37% | −293−2.3% | 減碼 |
| Wedbush Securities Inc | 12,375 | $108.2 萬 | 0.05% | −1,886−13.2% | 減碼 |
| Boston Private Wealth LLC | 12,444 | $108.8 萬 | 0.02% | −1,274−9.3% | 減碼 |
| Fred Alger Management, LLC | 12,501 | $109.3 萬 | 0.00% | +66+0.5% | 加碼 |
| Richard P Slaughter Associates Inc | 12,598 | $110.1 萬 | 0.39% | −297−2.3% | 減碼 |
| Arnhold LLC | 12,636 | $110.5 萬 | 0.13% | −3,000−19.2% | 減碼 |
| MUFG Americas Holdings Corp | 12,710 | $111.2 萬 | 0.02% | −1,236−8.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 12,710 | $111.2 萬 | 0.03% | −653−4.9% | 減碼 |
| XML Financial, LLC | 12,746 | $111.5 萬 | 0.13% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 12,745 | $111.5 萬 | 0.17% | +1,555+13.9% | 加碼 |
| Boit C F David | 12,800 | $112.0 萬 | 0.71% | 00.0% | 不變 |
| FORA Capital, LLC | 12,831 | $112.2 萬 | 0.44% | −24,248−65.4% | 減碼 |
| Wade G W & Inc | 12,981 | $113.5 萬 | 0.05% | +2,035+18.6% | 加碼 |
| Venture Visionary Partners LLC | 13,021 | $113.8 萬 | 0.07% | −655−4.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 13,030 | $114.0 萬 | 0.02% | +83+0.6% | 加碼 |
| Frontier Wealth Management LLC | 13,069 | $114.3 萬 | 0.08% | −5,713−30.4% | 減碼 |
| Bryn Mawr Trust Co | 13,074 | $114.3 萬 | 0.04% | −71−0.5% | 減碼 |
| Kensington Investment Counsel, LLC | 13,164 | $115.1 萬 | 0.67% | +13,164 | 新進 |
| 1832 Asset Management L.P. | 12,979 | $115.4 萬 | 0.00% | +313+2.5% | 加碼 |
| West Oak Capital, LLC | 13,200 | $115.5 萬 | 0.42% | −1,440−9.8% | 減碼 |
| GQG Partners LLC | 13,214 | $115.6 萬 | 0.00% | −2,752−17.2% | 減碼 |
| Berkshire Bank | 13,279 | $116.2 萬 | 0.26% | −3,853−22.5% | 減碼 |
| Transcend Wealth Collective, LLC | 13,298 | $116.3 萬 | 0.10% | +1,426+12.0% | 加碼 |
| Aevitas Wealth Management, Inc. | 13,389 | $117.1 萬 | 0.70% | −4,820−26.5% | 減碼 |
| TD Asset Management Inc | 13,385 | $117.1 萬 | 0.00% | −66−0.5% | 減碼 |
| Credential Qtrade Securities Inc. | 13,391 | $117.1 萬 | 0.08% | +1,762+15.2% | 加碼 |
| Cary Street Partners Asset Management LLC | 13,428 | $117.5 萬 | 0.25% | −2,628−16.4% | 減碼 |
| Comerica Securities,inc. | 13,589 | $118.9 萬 | 0.08% | +868+6.8% | 加碼 |
| Connectus Wealth, LLC | 13,631 | $119.7 萬 | 0.05% | +13,631 | 新進 |
| Baker Ellis Asset Management LLC | 13,769 | $120.4 萬 | 0.21% | −260−1.9% | 減碼 |
| Johnson Investment Counsel Inc | 13,765 | $120.4 萬 | 0.01% | +12+0.1% | 加碼 |
| Umb Bank N A | 13,807 | $120.8 萬 | 0.02% | +13,807 | 新進 |
| Annex Advisory Services, LLC | 13,838 | $121.0 萬 | 0.08% | −2,755−16.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 14,104 | $123.4 萬 | 0.05% | −458−3.1% | 減碼 |
| Park Avenue Securities LLC | 14,154 | $123.8 萬 | 0.02% | −1,544−9.8% | 減碼 |
| Ativo Capital Management LLC | 14,238 | $124.5 萬 | 0.55% | −300−2.1% | 減碼 |
| Hamel Associates, Inc. | 14,289 | $125.0 萬 | 0.45% | −26,650−65.1% | 減碼 |
| Cambridge Advisors Inc. | 14,375 | $125.7 萬 | 0.28% | −400−2.7% | 減碼 |
| Patten Group, Inc. | 14,409 | $126.0 萬 | 0.33% | +48+0.3% | 加碼 |
| AIMZ Investment Advisors, LLC | 14,446 | $126.4 萬 | 0.49% | +200+1.4% | 加碼 |
| Physicians Financial Services, Inc. | 14,533 | $127.1 萬 | 0.47% | −525−3.5% | 減碼 |
| Massachusetts Financial Services Co | 14,573 | $127.5 萬 | 0.00% | +14,573 | 新進 |
| Davy Global Fund Management Ltd | 14,647 | $128.1 萬 | 0.20% | +1,337+10.0% | 加碼 |
| Aberdeen Wealth Management LLC | 14,713 | $128.7 萬 | 0.84% | −94−0.6% | 減碼 |
| SevenBridge Financial Group, LLC | 14,817 | $129.6 萬 | 0.39% | −278−1.8% | 減碼 |
| Americana Partners, LLC | 14,886 | $130.2 萬 | 0.24% | +11,763+376.7% | 加碼 |
| Old Port Advisors | 14,786 | $130.5 萬 | 0.44% | +541+3.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 15,090 | $132.0 萬 | 0.00% | −849−5.3% | 減碼 |
| Deutsche Bank AG | 15,253 | $133.5 萬 | 0.00% | −1,126−6.9% | 減碼 |
| Greenleaf Trust | 15,355 | $134.3 萬 | 0.02% | −5,832−27.5% | 減碼 |
| Wambolt & Associates, LLC | 15,577 | $136.3 萬 | 0.49% | +1,690+12.2% | 加碼 |
| Checchi Capital Advisers, LLC | 15,634 | $136.8 萬 | 0.15% | −79−0.5% | 減碼 |
| Albert D Mason Inc | 15,692 | $137.3 萬 | 0.82% | +2,494+18.9% | 加碼 |
| LaFleur & Godfrey LLC | 15,839 | $138.5 萬 | 0.18% | −520−3.2% | 減碼 |
| Marco Investment Management LLC | 15,917 | $139.2 萬 | 0.14% | −26,642−62.6% | 減碼 |
| Rothschild Investment Corp | 16,025 | $140.2 萬 | 0.11% | −120−0.7% | 減碼 |
| Centiva Capital, LP | 16,067 | $140.5 萬 | 0.09% | +7,831+95.1% | 加碼 |
| Boston Family Office LLC | 16,385 | $143.3 萬 | 0.09% | −430−2.6% | 減碼 |
| Lester Murray Antman dba SimplyRich | 16,381 | $143.3 萬 | 0.48% | −169−1.0% | 減碼 |
| Roberts Glore & Co Inc | 16,470 | $144.1 萬 | 0.38% | −433−2.6% | 減碼 |
| Cetera Investment Advisers | 16,476 | $144.1 萬 | 0.02% | −233−1.4% | 減碼 |
| Benedict Financial Advisors Inc | 16,506 | $144.4 萬 | 0.38% | +287+1.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 16,507 | $144.4 萬 | 0.93% | +542+3.4% | 加碼 |
| First Horizon Advisors, Inc. | 16,561 | $144.8 萬 | 0.04% | −2,543−13.3% | 減碼 |
| CNB Bank | 16,573 | $145.0 萬 | 0.79% | −77−0.5% | 減碼 |
| Welch Group, LLC | 16,605 | $145.2 萬 | 0.08% | −8,571−34.0% | 減碼 |
| Delphi Management Inc | 16,787 | $146.8 萬 | 1.38% | +3,314+24.6% | 加碼 |
| TD Private Client Wealth LLC | 16,872 | $147.6 萬 | 0.06% | −395−2.3% | 減碼 |
| Old National Bancorp | 17,428 | $152.4 萬 | 0.05% | +885+5.3% | 加碼 |
| Summit Global Investments | 17,629 | $154.2 萬 | 0.10% | +56+0.3% | 加碼 |
| Coastline Trust Co | 17,685 | $154.7 萬 | 0.18% | +180+1.0% | 加碼 |
| True North Advisors, LLC | 17,790 | $155.6 萬 | 0.26% | +2,139+13.7% | 加碼 |
| Independent Investors Inc | 17,900 | $156.6 萬 | 0.33% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 17,952 | $157.1 萬 | 0.14% | −638−3.4% | 減碼 |
| Headinvest, LLC | 17,966 | $157.1 萬 | 0.28% | +2,940+19.6% | 加碼 |
| South State Corp. | 18,385 | $160.9 萬 | 0.13% | −1,173−6.0% | 減碼 |
| Regentatlantic Capital LLC | 18,559 | $162.3 萬 | 0.05% | −580−3.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,749 | $163.9 萬 | 0.14% | +5,000+36.4% | 加碼 |
| Laurel Wealth Advisors, Inc. | 18,746 | $164.0 萬 | 0.13% | +623+3.4% | 加碼 |
| Court Place Advisors, LLC | 18,865 | $165.0 萬 | 0.45% | −2,600−12.1% | 減碼 |
| Strategic Global Advisors, LLC | 4,239 | $167.0 萬 | 0.22% | −16,912−80.0% | 減碼 |
| Raymond James Trust N.A. | 19,198 | $167.9 萬 | 0.05% | −668−3.4% | 減碼 |
| Telemus Capital, LLC | 19,284 | $168.7 萬 | 0.14% | −6,423−25.0% | 減碼 |
| Signaturefd, LLC | 19,583 | $171.3 萬 | 0.05% | −692−3.4% | 減碼 |
| Chelsea Counsel Co | 19,800 | $173.2 萬 | 0.75% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 19,855 | $173.7 萬 | 0.13% | −224−1.1% | 減碼 |
| Advisors Management Group Inc | 19,914 | $174.2 萬 | 0.52% | +47+0.2% | 加碼 |
| Diamond Hill Capital Management Inc | 19,979 | $174.8 萬 | 0.01% | +6,078+43.7% | 加碼 |
| Salem Capital Management Inc | 19,994 | $174.9 萬 | 0.91% | −10,750−35.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 20,050 | $175.4 萬 | 0.04% | −880−4.2% | 減碼 |
| Advisor Partners LLC | 20,101 | $175.9 萬 | 0.11% | −1,360−6.3% | 減碼 |