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 |
|---|---|---|---|---|---|
| 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 |
| Fulton Bank, N.A. | 9,925 | $86.8 萬 | 0.04% | −4,257−30.0% | 減碼 |
| Patton Albertson Miller Group, LLC | 9,840 | $86.1 萬 | 0.14% | −2,625−21.1% | 減碼 |
| 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 |
| Drexel Morgan & Co. | 9,720 | $85.0 萬 | 0.25% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 9,701 | $84.9 萬 | 0.39% | −2,546−20.8% | 減碼 |
| King Luther Capital Management Corp | 9,666 | $84.5 萬 | 0.00% | −2,255−18.9% | 減碼 |
| Princeton Global Asset Management LLC | 9,605 | $84.0 萬 | 0.24% | −285−2.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,530 | $83.4 萬 | 0.05% | +4,456+87.8% | 加碼 |
| Douglass Winthrop Advisors, LLC | 9,516 | $83.2 萬 | 0.02% | −4,792−33.5% | 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 |
| Klingenstein Fields & Co LP | 9,479 | $82.9 萬 | 0.03% | −291−3.0% | 減碼 |
| Guggenheim Capital LLC | 9,458 | $82.8 萬 | 0.00% | +1,648+21.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 9,428 | $82.4 萬 | 0.07% | +352+3.9% | 加碼 |
| Beaton Management Co. Inc. | 9,347 | $81.8 萬 | 0.49% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 8,600 | $81.2 萬 | 0.02% | +333+4.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 9,060 | $79.2 萬 | 0.03% | −55−0.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 8,900 | $77.9 萬 | 0.01% | −17,500−66.3% | 減碼 |
| Roundview Capital LLC | 8,839 | $77.3 萬 | 0.08% | −897−9.2% | 減碼 |
| CX Institutional | 8,827 | $77.2 萬 | 0.06% | −1,375−13.5% | 減碼 |
| Cadence Bank NA | 8,751 | $76.6 萬 | 0.21% | −5,982−40.6% | 減碼 |
| Summit Financial, LLC | 8,740 | $76.4 萬 | 0.06% | +2,357+36.9% | 加碼 |
| MBB Public Markets I LLC | 8,719 | $76.3 萬 | 0.02% | +8,719 | 新進 |
| CAPROCK Group, Inc. | 8,692 | $76.0 萬 | 0.06% | +2,592+42.5% | 加碼 |
| 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 |
| TownSquare Capital, LLC | 8,649 | $75.7 萬 | 0.02% | −1,732−16.7% | 減碼 |
| Ballentine Partners, LLC | 8,644 | $75.6 萬 | 0.02% | +20+0.2% | 加碼 |
| Anchor Investment Management, LLC | 8,584 | $75.1 萬 | 0.09% | +334+4.0% | 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 |
| EP Wealth Advisors, LLC | 8,484 | $74.2 萬 | 0.02% | +406+5.0% | 加碼 |
| Level Four Advisory Services, LLC | 8,462 | $74.0 萬 | 0.06% | −2,523−23.0% | 減碼 |
| Prudential Financial Inc | 8,800 | $73.6 萬 | 0.00% | −196−2.2% | 減碼 |
| 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 |
| 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 |
| Rosenbaum Jay D. | 8,380 | $73.3 萬 | 1.08% | −357−4.1% | 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 |
| Lantz Financial LLC | 8,306 | $72.7 萬 | 0.33% | −184−2.2% | 減碼 |
| Essex Financial Services, Inc. | 8,304 | $72.6 萬 | 0.07% | +481+6.1% | 加碼 |
| Archford Capital Strategies, LLC | 8,279 | $72.4 萬 | 0.17% | +310+3.9% | 加碼 |
| Means Investment Co., Inc. | 8,263 | $72.3 萬 | 0.13% | −14−0.2% | 減碼 |
| Mill Capital Management, LLC | 8,246 | $72.1 萬 | 0.07% | +8,246 | 新進 |
| Kestra Private Wealth Services, LLC | 8,178 | $71.5 萬 | 0.03% | −987−10.8% | 減碼 |
| Wealthsource Partners, LLC | 8,169 | $71.5 萬 | 0.06% | +262+3.3% | 加碼 |
| Chilton Capital Management LLC | 8,161 | $71.4 萬 | 0.04% | −410−4.8% | 減碼 |
| Covington Capital Management | 8,071 | $70.6 萬 | 0.02% | −142−1.7% | 減碼 |
| Marotta Asset Management | 8,065 | $70.5 萬 | 0.16% | +170+2.2% | 加碼 |
| Armor Investment Advisors, LLC | 8,022 | $70.2 萬 | 0.40% | +2,653+49.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 7,932 | $69.4 萬 | 0.78% | +7,932 | 新進 |
| Ascent Wealth Partners, LLC | 7,931 | $69.3 萬 | 0.12% | +184+2.4% | 加碼 |
| Radnor Capital Management, LLC | 7,895 | $69.1 萬 | 0.17% | −1,630−17.1% | 減碼 |
| Veriti Management LLC | 7,881 | $68.9 萬 | 0.09% | −102−1.3% | 減碼 |
| Valeo Financial Advisors, LLC | 7,882 | $68.9 萬 | 0.04% | +166+2.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,850 | $68.7 萬 | 0.14% | −1,282−14.0% | 減碼 |
| Farmers National Bank | 7,747 | $67.8 萬 | 0.22% | −1,300−14.4% | 減碼 |
| Kingsview Wealth Management, LLC | 7,739 | $67.7 萬 | 0.03% | −331−4.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,724 | $67.6 萬 | 0.02% | +4,894+172.9% | 加碼 |
| Sigma Planning Corp | 7,650 | $66.9 萬 | 0.02% | −4,132−35.1% | 減碼 |
| Oarsman Capital, Inc. | 7,532 | $65.9 萬 | 0.26% | −795−9.5% | 減碼 |
| Mission Wealth Management, LP | 7,520 | $65.8 萬 | 0.03% | +128+1.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 7,474 | $65.4 萬 | 0.21% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 7,436 | $65.0 萬 | 0.37% | −2,485−25.0% | 減碼 |
| Valmark Advisers, Inc. | 7,427 | $65.0 萬 | 0.01% | −489−6.2% | 減碼 |
| South Dakota Investment Council | 7,422 | $64.9 萬 | 0.01% | +7,422 | 新進 |
| Biltmore Family Office, LLC | 7,369 | $64.5 萬 | 0.12% | 00.0% | 不變 |
| Ellevest, Inc. | 7,320 | $64.0 萬 | 0.06% | −240−3.2% | 減碼 |
| Woodstock Corp | 7,280 | $63.7 萬 | 0.07% | −125−1.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 7,272 | $63.6 萬 | 0.15% | −15,694−68.3% | 減碼 |
| Colony Group LLC | 7,234 | $63.3 萬 | 0.01% | +20.0% | 加碼 |
| Gradient Investments LLC | 7,163 | $62.7 萬 | 0.02% | −30−0.4% | 減碼 |
| Community Bank, N.A. | 7,158 | $62.6 萬 | 0.07% | −200−2.7% | 減碼 |
| Balentine LLC | 7,134 | $62.4 萬 | 0.02% | +1,659+30.3% | 加碼 |
| Evergreen Capital Management LLC | 7,117 | $62.3 萬 | 0.02% | +1,184+20.0% | 加碼 |
| Quadrant Capital Group LLC | 7,110 | $62.2 萬 | 0.07% | −1,122−13.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 7,027 | $61.5 萬 | 0.01% | +280+4.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,985 | $61.1 萬 | 0.00% | +1,811+35.0% | 加碼 |
| Cetera Advisors LLC | 6,931 | $60.6 萬 | 0.01% | −1,378−16.6% | 減碼 |
| ExodusPoint Capital Management, LP | 6,880 | $60.2 萬 | 0.01% | +6,880 | 新進 |
| First Affirmative Financial Network | 6,874 | $60.1 萬 | 0.55% | +484+7.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,850 | $59.9 萬 | 0.06% | −806−10.5% | 減碼 |
| Latitude Advisors, LLC | 6,849 | $59.9 萬 | 0.17% | −484−6.6% | 減碼 |
| Abundance Wealth Counselors | 6,747 | $59.0 萬 | 0.15% | −419−5.8% | 減碼 |
| Boenning & Scattergood, Inc. | 6,746 | $59.0 萬 | 0.09% | +500+8.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,737 | $58.9 萬 | 0.27% | −1,073−13.7% | 減碼 |
| Foresight Wealth Management, LLC | 6,707 | $58.7 萬 | 0.22% | +376+5.9% | 加碼 |
| NTV Asset Management LLC | 6,703 | $58.6 萬 | 0.10% | −938−12.3% | 減碼 |
| Thomasville National Bank | 6,694 | $58.6 萬 | 0.06% | −474−6.6% | 減碼 |
| TrinityPoint Wealth, LLC | 6,674 | $58.4 萬 | 0.10% | −66−1.0% | 減碼 |
| First National Bank of Omaha | 6,659 | $58.2 萬 | 0.03% | −1,254−15.8% | 減碼 |
| Cordatus Wealth Management LLC | 6,628 | $58.0 萬 | 0.17% | −5,797−46.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,635 | $58.0 萬 | 0.04% | +349+5.6% | 加碼 |
| Banco de Sabadell, S.A | 6,686 | $57.9 萬 | 0.32% | +641+10.6% | 加碼 |