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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 192,937 | $1,688 萬 | 0.23% | −57,164−22.9% | 減碼 |
| Godsey & Gibb Associates | 191,150 | $1,672 萬 | 5.36% | +6,250+3.4% | 加碼 |
| CORDA Investment Management, LLC. | 184,926 | $1,618 萬 | 1.27% | +11,000+6.3% | 加碼 |
| Tobias Financial Advisors, Inc. | 184,926 | $1,618 萬 | 1.27% | +184,926 | 新進 |
| First Republic Investment Management, Inc. | 182,736 | $1,598 萬 | 0.03% | −36,984−16.8% | 減碼 |
| Confluence Investment Management LLC | 181,928 | $1,591 萬 | 0.21% | −42,311−18.9% | 減碼 |
| Cardinal Capital Management, Inc. | 180,926 | $1,583 萬 | 0.74% | +9,588+5.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 180,499 | $1,579 萬 | 0.77% | −105,268−36.8% | 減碼 |
| Boston Common Asset Management, LLC | 179,923 | $1,574 萬 | 0.64% | +4,833+2.8% | 加碼 |
| John G Ullman & Associates Inc | 178,239 | $1,559 萬 | 2.14% | +3,285+1.9% | 加碼 |
| Somerville Kurt F | 174,652 | $1,528 萬 | 2.12% | −5,234−2.9% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 170,223 | $1,489 萬 | 2.64% | +2,845+1.7% | 加碼 |
| McDaniel Terry & Co | 168,702 | $1,476 萬 | 1.48% | −43,773−20.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 167,067 | $1,461 萬 | 0.01% | 00.0% | 不變 |
| Marshall Wace, LLP | 155,773 | $1,363 萬 | 0.03% | +155,773 | 新進 |
| M&T Bank Corp | 154,867 | $1,355 萬 | 0.06% | −54,576−26.1% | 減碼 |
| Scout Investments, Inc. | 153,875 | $1,346 萬 | 0.20% | −2,930−1.9% | 減碼 |
| Citigroup Inc | 153,721 | $1,345 萬 | 0.01% | −42,016−21.5% | 減碼 |
| DDD Partners, LLC | 153,222 | $1,340 萬 | 1.84% | +2,285+1.5% | 加碼 |
| Point72 Asset Management, L.P. | 152,900 | $1,337 萬 | 0.06% | +152,900 | 新進 |
| Mariner, LLC | 151,600 | $1,326 萬 | 0.06% | +24,750+19.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 150,400 | $1,316 萬 | 1.35% | −2,433−1.6% | 減碼 |
| CIBC World Markets Inc. | 148,657 | $1,300 萬 | 0.04% | +237+0.2% | 加碼 |
| Gamble Jones Investment Counsel | 147,906 | $1,294 萬 | 0.77% | +639+0.4% | 加碼 |
| National Bank of Canada | 147,595 | $1,292 萬 | 0.05% | +147,595 | 新進 |
| Jones Financial Companies LLLP | 142,664 | $1,248 萬 | 0.02% | −811−0.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 142,345 | $1,245 萬 | 0.03% | −4,060−2.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 139,825 | $1,223 萬 | 0.12% | +129,992+1,322.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 138,997 | $1,216 萬 | 0.15% | +135,356+3,717.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 137,986 | $1,207 萬 | 0.79% | −1,291−0.9% | 減碼 |
| Tekla Capital Management LLC | 136,225 | $1,192 萬 | 0.38% | 00.0% | 不變 |
| American Century Companies Inc | 135,137 | $1,182 萬 | 0.01% | −3,956−2.8% | 減碼 |
| Wilkins Investment Counsel Inc | 132,790 | $1,162 萬 | 2.56% | +2,200+1.7% | 加碼 |
| Bahl & Gaynor Inc | 131,981 | $1,154 萬 | 0.06% | −7,603−5.4% | 減碼 |
| Richard C. Young & CO., LTD. | 131,902 | $1,154 萬 | 1.45% | −5,016−3.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 129,615 | $1,134 萬 | 0.64% | +264+0.2% | 加碼 |
| Grandfield & Dodd, LLC | 129,585 | $1,133 萬 | 0.73% | +3,940+3.1% | 加碼 |
| Balyasny Asset Management LLC | 129,088 | $1,129 萬 | 0.05% | +129,088 | 新進 |
| Advisor Group Holdings, Inc. | 124,792 | $1,092 萬 | 0.02% | +6,536+5.5% | 加碼 |
| Brown Brothers Harriman & Co | 123,990 | $1,085 萬 | 0.06% | −18,014−12.7% | 減碼 |
| Allianz Asset Management GmbH | 121,051 | $1,059 萬 | 0.01% | −915−0.8% | 減碼 |
| Tower Bridge Advisors | 119,110 | $1,042 萬 | 0.64% | −17,984−13.1% | 減碼 |
| Simplex Trading, LLC | 117,859 | $1,031 萬 | 0.34% | +113,384+2,533.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 111,534 | $975.6 萬 | 0.34% | −374−0.3% | 減碼 |
| Tweedy, Browne Co LLC | 106,089 | $928.0 萬 | 0.29% | −5,091−4.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 103,164 | $902.4 萬 | 0.05% | −5,159−4.8% | 減碼 |
| Greenwood Gearhart Inc | 102,462 | $896.2 萬 | 1.24% | +8,697+9.3% | 加碼 |
| Everett Harris & Co | 102,358 | $895.3 萬 | 0.12% | −130,665−56.1% | 減碼 |
| Euro Pacific Asset Management, LLC | 101,362 | $893.6 萬 | 2.01% | +10,830+12.0% | 加碼 |
| Oxbow Advisors, LLC | 101,241 | $885.6 萬 | 0.85% | −1,479−1.4% | 減碼 |
| Blair William & Co | 101,049 | $883.9 萬 | 0.03% | +10,304+11.4% | 加碼 |
| Moreno Evelyn V | 100,819 | $881.9 萬 | 1.76% | +9,651+10.6% | 加碼 |
| Trust Co of Virginia | 100,601 | $880.0 萬 | 0.88% | −2,034−2.0% | 減碼 |
| Ingalls & Snyder LLC | 98,137 | $858.4 萬 | 0.39% | −601−0.6% | 減碼 |
| Federated Hermes, Inc. | 97,121 | $849.5 萬 | 0.02% | −20,445−17.4% | 減碼 |
| Caption Management, LLC | 95,000 | $830.9 萬 | 0.52% | +53,003+126.2% | 加碼 |
| American Assets Investment Management, LLC | 93,610 | $818.8 萬 | 0.88% | 00.0% | 不變 |
| Rathbone Brothers plc | 93,057 | $814.0 萬 | 0.08% | −1,442−1.5% | 減碼 |
| Gabelli Funds LLC | 92,000 | $804.7 萬 | 0.05% | −1,000−1.1% | 減碼 |
| Welch & Forbes LLC | 91,483 | $800.2 萬 | 0.12% | +2,187+2.4% | 加碼 |
| Baird Financial Group, Inc. | 91,355 | $799.1 萬 | 0.02% | −189−0.2% | 減碼 |
| Grimes & Company, Inc. | 90,772 | $794.0 萬 | 0.36% | +2,205+2.5% | 加碼 |
| Russell Investments Group, Ltd. | 90,635 | $792.7 萬 | 0.01% | +1,775+2.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 90,534 | $791.9 萬 | 0.31% | −5,012−5.2% | 減碼 |
| Puzo Michael J | 89,569 | $783.4 萬 | 2.21% | −3,433−3.7% | 減碼 |
| CWM, LLC | 88,887 | $777.5 萬 | 0.05% | +88,887 | 新進 |
| ProVise Management Group, LLC | 87,847 | $768.3 萬 | 0.70% | +3,664+4.4% | 加碼 |
| FourThought Financial, LLC | 86,767 | $759.0 萬 | 0.95% | +1,610+1.9% | 加碼 |
| Creative Planning | 86,281 | $754.7 萬 | 0.01% | −18,846−17.9% | 減碼 |
| Mengis Capital Management, Inc. | 85,029 | $743.7 萬 | 1.40% | +2,350+2.8% | 加碼 |
| Captrust Financial Advisors | 84,874 | $742.4 萬 | 0.05% | +1,975+2.4% | 加碼 |
| Buckhead Capital Management LLC | 84,847 | $742.2 萬 | 1.57% | −3,354−3.8% | 減碼 |
| Gluskin Sheff & Assoc Inc | 82,047 | $717.7 萬 | 0.30% | −100,000−54.9% | 減碼 |
| Cohen Capital Management, Inc. | 82,016 | $717.4 萬 | 1.17% | 00.0% | 不變 |
| New York State Common Retirement Fund | 79,327 | $693.9 萬 | 0.01% | +880+1.1% | 加碼 |
| Fifth Third Bancorp | 78,281 | $684.7 萬 | 0.03% | −1,104−1.4% | 減碼 |
| Atria Investments LLC | 76,585 | $669.9 萬 | 0.12% | −17,971−19.0% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 73,767 | $662.4 萬 | 0.90% | +11,940+19.3% | 加碼 |
| Peapack Gladstone Financial Corp | 75,662 | $661.7 萬 | 0.12% | +54+0.1% | 加碼 |
| Comerica Bank | 78,020 | $659.6 萬 | 0.05% | −6,982−8.2% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 73,891 | $646.3 萬 | 1.86% | +5,301+7.7% | 加碼 |
| NewEdge Wealth, LLC | 73,364 | $641.7 萬 | 0.27% | +4,924+7.2% | 加碼 |
| TCW Group Inc | 72,868 | $637.4 萬 | 0.05% | −50.0% | 減碼 |
| Freestone Capital Holdings, LLC | 72,122 | $630.9 萬 | 0.27% | −170−0.2% | 減碼 |
| Timber Creek Capital Management LLC | 69,869 | $611.1 萬 | 1.82% | +1,350+2.0% | 加碼 |
| Lowell Blake & Associates Inc. | 69,772 | $610.3 萬 | 2.40% | +3,463+5.2% | 加碼 |
| Scotia Capital Inc. | 69,756 | $610.1 萬 | 0.04% | −118,510−62.9% | 減碼 |
| Trust Co of Vermont | 69,570 | $608.6 萬 | 0.38% | −2,998−4.1% | 減碼 |
| Live Oak Private Wealth LLC | 69,358 | $606.7 萬 | 1.14% | +2,792+4.2% | 加碼 |
| Private Advisor Group, LLC | 69,292 | $606.1 萬 | 0.05% | −20,386−22.7% | 減碼 |
| MML Investors Services, LLC | 67,623 | $591.5 萬 | 0.04% | −2,177−3.1% | 減碼 |
| Dearborn Partners LLC | 67,327 | $588.9 萬 | 0.21% | −23,219−25.6% | 減碼 |
| Investment House LLC | 66,773 | $584.1 萬 | 0.38% | −12,740−16.0% | 減碼 |
| Pinnacle Associates Ltd | 66,581 | $582.4 萬 | 0.10% | −7,179−9.7% | 減碼 |
| Camden National Bank | 66,126 | $578.4 萬 | 1.02% | −488−0.7% | 減碼 |
| AMG National Trust Bank | 65,989 | $577.2 萬 | 0.17% | −835−1.2% | 減碼 |
| Geode Capital Management, LLC | 65,680 | $574.5 萬 | 0.00% | −1,277−1.9% | 減碼 |
| Guardian Capital LP | 65,467 | $572.6 萬 | 0.11% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 63,430 | $554.8 萬 | 0.06% | −49,738−44.0% | 減碼 |
| Brinker Capital Investments, LLC | 63,109 | $552.0 萬 | 0.08% | +3,278+5.5% | 加碼 |