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 |
|---|---|---|---|---|---|
| Mission Financial Group, LLC | 3,033 | $41.8 萬 | 0.39% | +3,033 | 新進 |
| Bowen Hanes & Co Inc | 4,745 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 4,740 | $41.5 萬 | 0.06% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 4,718 | $41.3 萬 | 0.03% | −109−2.3% | 減碼 |
| Ategra Capital Management, LLC | 4,707 | $41.2 萬 | 0.19% | −245−4.9% | 減碼 |
| Dakota Wealth Management | 4,684 | $41.0 萬 | 0.04% | −249−5.0% | 減碼 |
| Pallas Capital Advisors LLC | 4,698 | $40.9 萬 | 0.05% | −2,030−30.2% | 減碼 |
| Cullinan Associates Inc | 4,665 | $40.8 萬 | 0.02% | −1,300−21.8% | 減碼 |
| Intrua Financial, LLC | 4,645 | $40.6 萬 | 0.07% | +91+2.0% | 加碼 |
| Venturi Wealth Management, LLC | 4,603 | $40.3 萬 | 0.03% | −255−5.2% | 減碼 |
| Aspiriant, LLC | 4,602 | $40.1 萬 | 0.02% | +671+17.1% | 加碼 |
| Montecito Bank & Trust | 4,563 | $39.9 萬 | 0.07% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 4,521 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 4,482 | $39.2 萬 | 0.02% | +4,482 | 新進 |
| Capital Investment Advisory Services, LLC | 4,470 | $39.1 萬 | 0.05% | −99−2.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,466 | $39.1 萬 | 0.03% | +14+0.3% | 加碼 |
| Sargent Bickham Lagudis LLC | 4,447 | $38.9 萬 | 0.03% | −123−2.7% | 減碼 |
| Capital Analysts, LLC | 4,445 | $38.9 萬 | 0.02% | −60−1.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,438 | $38.8 萬 | 0.03% | −115−2.5% | 減碼 |
| Aull & Monroe Investment Management Corp | 4,425 | $38.7 萬 | 0.17% | +100+2.3% | 加碼 |
| NEXT Financial Group, Inc | 4,417 | $38.6 萬 | 0.03% | −230−4.9% | 減碼 |
| First American Trust, FSB | 4,384 | $38.3 萬 | 0.05% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 4,364 | $38.2 萬 | 0.11% | +154+3.7% | 加碼 |
| Paradigm Capital Management, LLC | 4,345 | $38.0 萬 | 0.38% | +4,345 | 新進 |
| Personal Capital Advisors Corp | 4,541 | $37.9 萬 | 0.00% | +2,095+85.7% | 加碼 |
| American National Insurance Co | 4,300 | $37.6 萬 | 0.08% | −26,200−85.9% | 減碼 |
| Helen Stephens Group, LLC | 4,250 | $37.2 萬 | 0.30% | +4,250 | 新進 |
| Shufro Rose & Co LLC | 4,240 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 4,230 | $37.0 萬 | 0.01% | −286−6.3% | 減碼 |
| Foster & Motley Inc | 4,204 | $36.8 萬 | 0.03% | −2,650−38.7% | 減碼 |
| Qtron Investments LLC | 4,195 | $36.7 萬 | 0.08% | −2,158−34.0% | 減碼 |
| Kenfarb & Co. | 4,200 | $36.7 萬 | 0.27% | +4,200 | 新進 |
| Corient Capital Partners, LLC | 4,191 | $36.6 萬 | 0.02% | −6,837−62.0% | 減碼 |
| Coldstream Capital Management Inc | 4,185 | $36.6 萬 | 0.01% | +4,185 | 新進 |
| Wulff, Hansen & Co. | 4,170 | $36.5 萬 | 0.32% | +4,170 | 新進 |
| Private Trust Co NA | 4,145 | $36.3 萬 | 0.05% | −272−6.2% | 減碼 |
| S.A. Mason LLC | 4,136 | $36.2 萬 | 0.22% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 4,117 | $36.0 萬 | 0.11% | −497−10.8% | 減碼 |
| Mattern Wealth Management LLC | 4,114 | $36.0 萬 | 0.11% | −446−9.8% | 減碼 |
| Keebeck Alpha, LP | 4,111 | $36.0 萬 | 0.13% | +1,370+50.0% | 加碼 |
| Essex Investment Management Co LLC | 4,101 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 4,084 | $35.7 萬 | 0.01% | +1,399+52.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,075 | $35.6 萬 | 0.05% | −100−2.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,059 | $35.5 萬 | 0.01% | −1,651−28.9% | 減碼 |
| Vicus Capital | 4,134 | $35.3 萬 | 0.04% | +4,134 | 新進 |
| Koshinski Asset Management, Inc. | 4,034 | $35.3 萬 | 0.03% | +40+1.0% | 加碼 |
| Davis R M Inc | 4,014 | $35.1 萬 | 0.01% | −701−14.9% | 減碼 |
| PEAK6 Investments LLC | 3,989 | $34.9 萬 | 0.01% | +2,662+200.6% | 加碼 |
| B. Riley Wealth Management, Inc. | 3,952 | $34.6 萬 | 0.02% | +258+7.0% | 加碼 |
| First Personal Financial Services | 3,944 | $34.5 萬 | 0.08% | −199−4.8% | 減碼 |
| Merrion Investment Management Co, LLC | 3,938 | $34.4 萬 | 0.25% | 00.0% | 不變 |
| West Coast Financial LLC | 3,936 | $34.4 萬 | 0.05% | +361+10.1% | 加碼 |
| RNC Capital Management LLC | 3,926 | $34.3 萬 | 0.02% | +1,235+45.9% | 加碼 |
| Advisory Resource Group | 3,939 | $34.2 萬 | 0.11% | +613+18.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,877 | $33.9 萬 | 0.06% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 3,849 | $33.7 萬 | 0.06% | −276−6.7% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,847 | $33.6 萬 | 0.12% | −33−0.9% | 減碼 |
| Texas Yale Capital Corp. | 3,845 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 3,844 | $33.6 萬 | 0.14% | +981+34.3% | 加碼 |
| Circle Wealth Management, LLC | 3,831 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Hendershot Investments Inc. | 3,827 | $33.5 萬 | 0.05% | +3,827 | 新進 |
| Blackston Financial Advisory Group, LLC | 3,832 | $33.5 萬 | 0.19% | +3,832 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 3,800 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 3,801 | $33.3 萬 | 0.03% | +756+24.8% | 加碼 |
| Keudell/Morrison Wealth Management | 3,791 | $33.2 萬 | 0.13% | −156−4.0% | 減碼 |
| Pointe Capital Management LLC | 3,798 | $33.2 萬 | 0.21% | +150+4.1% | 加碼 |
| MMBG Investment Advisors Co. | 3,796 | $33.2 萬 | 0.03% | +3,796 | 新進 |
| Summit Financial Group Inc | 3,769 | $33.0 萬 | 0.11% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 3,775 | $33.0 萬 | 0.01% | +404+12.0% | 加碼 |
| Riverview Trust Co | 3,763 | $32.9 萬 | 0.19% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 3,738 | $32.7 萬 | 0.17% | 00.0% | 不變 |
| Ancora Advisors, LLC | 3,723 | $32.5 萬 | 0.01% | −2,706−42.1% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,699 | $32.4 萬 | 0.10% | −40−1.1% | 減碼 |
| Ledyard National Bank | 3,640 | $31.9 萬 | 0.03% | −187−4.9% | 減碼 |
| Round Hill Asset Management | 3,642 | $31.9 萬 | 0.16% | 00.0% | 不變 |
| Hotaling Investment Management, LLC | 3,630 | $31.8 萬 | 0.11% | +3,630 | 新進 |
| Veritable, L.P. | 3,628 | $31.7 萬 | 0.00% | −319−8.1% | 減碼 |
| Inlet Private Wealth, LLC | 3,576 | $31.3 萬 | 0.08% | 00.0% | 不變 |
| H. L. Ormond & Company, LLC | 3,587 | $31.3 萬 | 0.37% | +3,587 | 新進 |
| Henry James International Management, Inc. | 3,551 | $31.1 萬 | 0.10% | −8−0.2% | 減碼 |
| Glenview Trust Co | 3,521 | $30.8 萬 | 0.01% | +3,521 | 新進 |
| Teamwork Financial Advisors, LLC | 3,506 | $30.7 萬 | 0.06% | −66−1.8% | 減碼 |
| Smart Money Group LLC | 3,511 | $30.7 萬 | 0.20% | +197+5.9% | 加碼 |
| Hancock Whitney Corp | 3,511 | $30.7 萬 | 0.01% | +478+15.8% | 加碼 |
| Occidental Asset Management, LLC | 3,494 | $30.6 萬 | 0.07% | +9+0.3% | 加碼 |
| Meridian Wealth Management, LLC | 3,483 | $30.5 萬 | 0.03% | +200+6.1% | 加碼 |
| Veracity Capital LLC | 3,461 | $30.3 萬 | 0.12% | +15+0.4% | 加碼 |
| Bank of Hawaii | 3,449 | $30.2 萬 | 0.02% | −144−4.0% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 3,326 | $30.1 萬 | 0.24% | −784−19.1% | 減碼 |
| Summit Trail Advisors, LLC | 3,445 | $30.1 萬 | 0.02% | +3,445 | 新進 |
| HM Payson & Co | 3,429 | $30.0 萬 | 0.01% | +402+13.3% | 加碼 |
| Kendall Capital Management | 3,418 | $29.9 萬 | 0.14% | −9−0.3% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,408 | $29.8 萬 | 0.15% | −400−10.5% | 減碼 |
| Carroll Financial Associates, Inc. | 3,408 | $29.8 萬 | 0.02% | −50−1.4% | 減碼 |
| Rehmann Capital Advisory Group | 3,393 | $29.7 萬 | 0.03% | −1,466−30.2% | 減碼 |
| Shelton Capital Management | 3,400 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 3,400 | $29.7 萬 | 0.02% | +246+7.8% | 加碼 |
| Chicago Capital, LLC | 3,390 | $29.7 萬 | 0.01% | +750+28.4% | 加碼 |
| DF Dent & Co Inc | 3,379 | $29.6 萬 | 0.00% | −2,000−37.2% | 減碼 |
| Weatherly Asset Management L. P. | 3,372 | $29.5 萬 | 0.03% | 00.0% | 不變 |