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
2022 年第 1 季 13F 持有人
Novartis AG 在 2022/3/31 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
- 1,137
- 較 2021 年第 4 季 +4 家
- 持有股數
- 2.08 億
- 較 2021 年第 4 季 −269.6 萬 (−1.3%)
- 總市值
- $182.6 億
- 較 2021 年第 4 季 −$1.95 億 (−1.1%)
- 新進機構
- 93
- 另有 413 家加碼
- 清倉機構
- 89
- 另有 414 家減碼
另有 14 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 9,519 | $83.5 萬 | 0.52% | +172+1.8% | 加碼 |
| Semmax Financial Advisors Inc. | 9,373 | $82.3 萬 | 0.32% | −1,474−13.6% | 減碼 |
| Fulton Bank, N.A. | 9,375 | $82.2 萬 | 0.04% | −550−5.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 9,369 | $82.2 萬 | 0.04% | +309+3.4% | 加碼 |
| King Luther Capital Management Corp | 9,334 | $81.9 萬 | 0.00% | −332−3.4% | 減碼 |
| Ascent Wealth Partners, LLC | 9,328 | $81.8 萬 | 0.15% | +1,397+17.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,250 | $81.2 萬 | 0.05% | −2,224−19.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 9,167 | $80.5 萬 | 0.07% | −261−2.8% | 減碼 |
| Evergreen Capital Management LLC | 9,053 | $79.4 萬 | 0.03% | +1,936+27.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 9,006 | $79.0 萬 | 0.01% | +1,979+28.2% | 加碼 |
| Lantz Financial LLC | 8,992 | $78.9 萬 | 0.32% | +686+8.3% | 加碼 |
| Armor Investment Advisors, LLC | 8,951 | $78.5 萬 | 0.44% | +929+11.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,936 | $78.4 萬 | 0.04% | +758+9.3% | 加碼 |
| Ellevest, Inc. | 8,930 | $78.4 萬 | 0.07% | +1,610+22.0% | 加碼 |
| OmniStar Financial Group, Inc. | 8,837 | $77.5 萬 | 0.77% | +468+5.6% | 加碼 |
| Mystic Asset Management, Inc. | 8,804 | $77.2 萬 | 0.42% | −700−7.4% | 減碼 |
| Roundview Capital LLC | 8,762 | $76.9 萬 | 0.08% | −77−0.9% | 減碼 |
| Rosenbaum Jay D. | 8,750 | $76.8 萬 | 1.21% | +370+4.4% | 加碼 |
| Cadence Bank NA | 8,751 | $76.7 萬 | 0.21% | 00.0% | 不變 |
| Moody National Bank Trust Division | 8,743 | $76.7 萬 | 0.02% | +341+4.1% | 加碼 |
| Cypress Asset Management Inc | 8,713 | $76.5 萬 | 0.22% | −1,900−17.9% | 減碼 |
| TD Waterhouse Canada Inc. | 8,335 | $76.3 萬 | 0.01% | +2,493+42.7% | 加碼 |
| Mather Group, LLC. | 8,657 | $76.0 萬 | 0.02% | −10−0.1% | 減碼 |
| D.B. Root & Company, LLC | 8,648 | $75.8 萬 | 0.28% | +82+1.0% | 加碼 |
| Anchor Investment Management, LLC | 8,584 | $75.3 萬 | 0.10% | 00.0% | 不變 |
| Central Trust Co | 8,525 | $74.8 萬 | 0.02% | +136+1.6% | 加碼 |
| Dillon & Associates Inc | 8,449 | $74.4 萬 | 0.14% | 00.0% | 不變 |
| Foresight Wealth Management, LLC | 8,476 | $74.4 萬 | 0.30% | +1,769+26.4% | 加碼 |
| Epoch Investment Partners, Inc. | 8,416 | $73.8 萬 | 0.00% | +5,140+156.9% | 加碼 |
| Abundance Wealth Counselors | 8,359 | $73.4 萬 | 0.20% | +1,612+23.9% | 加碼 |
| BSW Wealth Partners | 8,354 | $73.3 萬 | 0.19% | +2,617+45.6% | 加碼 |
| Clearbridge Investments, LLC | 8,325 | $73.1 萬 | 0.00% | −30,990−78.8% | 減碼 |
| Means Investment Co., Inc. | 8,329 | $73.1 萬 | 0.13% | +66+0.8% | 加碼 |
| Heritage Wealth Management, LLC | 8,335 | $73.1 萬 | 0.20% | +8,335 | 新進 |
| Connectus Wealth, LLC | 8,271 | $72.7 萬 | 0.02% | −5,360−39.3% | 減碼 |
| Klingenstein Fields & Co LP | 8,257 | $72.5 萬 | 0.03% | −1,222−12.9% | 減碼 |
| EP Wealth Advisors, LLC | 8,169 | $71.7 萬 | 0.02% | −315−3.7% | 減碼 |
| Marotta Asset Management | 8,109 | $71.2 萬 | 0.17% | +44+0.5% | 加碼 |
| Essex Financial Services, Inc. | 8,092 | $71.0 萬 | 0.07% | −212−2.6% | 減碼 |
| Oarsman Capital, Inc. | 8,082 | $70.9 萬 | 0.28% | +550+7.3% | 加碼 |
| Covington Capital Management | 8,071 | $70.8 萬 | 0.03% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 7,932 | $69.4 萬 | 0.76% | 00.0% | 不變 |
| First Foundation Advisors | 7,897 | $69.3 萬 | 0.03% | −491−5.9% | 減碼 |
| Wealthsource Partners, LLC | 7,859 | $69.0 萬 | 0.05% | −310−3.8% | 減碼 |
| Mill Capital Management, LLC | 7,846 | $68.8 萬 | 0.07% | −400−4.9% | 減碼 |
| Lee Danner & Bass Inc | 7,813 | $68.6 萬 | 0.06% | −851−9.8% | 減碼 |
| IFP Advisors, Inc | 10,920 | $67.8 萬 | 0.01% | +8,335+322.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 7,702 | $67.6 萬 | 0.04% | −1,828−19.2% | 減碼 |
| Gyon Technologies Capital Management, LP | 7,699 | $67.6 萬 | 0.48% | +7,699 | 新進 |
| First Affirmative Financial Network | 7,650 | $67.1 萬 | 0.64% | +776+11.3% | 加碼 |
| MAI Capital Management | 7,528 | $66.1 萬 | 0.01% | +1,023+15.7% | 加碼 |
| Spire Wealth Management | 7,519 | $66.0 萬 | 0.02% | −3,235−30.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 7,474 | $65.6 萬 | 0.22% | 00.0% | 不變 |
| StoneX Group Inc. | 7,451 | $65.4 萬 | 0.05% | +7,451 | 新進 |
| Farmers National Bank | 7,447 | $65.3 萬 | 0.23% | −300−3.9% | 減碼 |
| Valmark Advisers, Inc. | 7,427 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 7,424 | $65.1 萬 | 0.52% | +1,739+30.6% | 加碼 |
| Mission Wealth Management, LP | 7,392 | $64.9 萬 | 0.03% | −128−1.7% | 減碼 |
| Cetera Advisors LLC | 7,383 | $64.8 萬 | 0.01% | +452+6.5% | 加碼 |
| Colony Group LLC | 7,352 | $64.5 萬 | 0.01% | +118+1.6% | 加碼 |
| Hall Capital Management Co Inc | 7,186 | $63.1 萬 | 0.37% | −250−3.4% | 減碼 |
| Banco de Sabadell, S.A | 7,222 | $63.1 萬 | 0.37% | +536+8.0% | 加碼 |
| Prospera Financial Services Inc | 7,133 | $62.7 萬 | 0.03% | −4,934−40.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,078 | $62.1 萬 | 0.14% | +657+10.2% | 加碼 |
| Radnor Capital Management, LLC | 7,045 | $61.8 萬 | 0.16% | −850−10.8% | 減碼 |
| Cable Hill Partners, LLC | 6,900 | $60.5 萬 | 0.40% | +624+9.9% | 加碼 |
| Kovitz Investment Group Partners, LLC | 6,847 | $60.1 萬 | 0.01% | −1,753−20.4% | 減碼 |
| Gradient Investments LLC | 6,836 | $60.0 萬 | 0.02% | −327−4.6% | 減碼 |
| Wolverine Trading, LLC | 6,800 | $59.8 萬 | 0.02% | −17,844−72.4% | 減碼 |
| Sage Rhino Capital LLC | 6,764 | $59.4 萬 | 0.18% | +750+12.5% | 加碼 |
| Thornburg Investment Management Inc | 6,722 | $59.0 萬 | 0.01% | −3,873−36.6% | 減碼 |
| NTV Asset Management LLC | 6,726 | $59.0 萬 | 0.10% | +23+0.3% | 加碼 |
| Proequities, Inc. | 6,712 | $58.9 萬 | 0.04% | −5,214−43.7% | 減碼 |
| Thomasville National Bank | 6,694 | $58.7 萬 | 0.06% | 00.0% | 不變 |
| Intrust Bank NA | 6,650 | $58.4 萬 | 0.07% | +1,773+36.4% | 加碼 |
| Fieldpoint Private Securities, LLC | 6,538 | $57.4 萬 | 0.12% | +643+10.9% | 加碼 |
| LaFleur & Godfrey LLC | 6,499 | $57.0 萬 | 0.08% | −9,340−59.0% | 減碼 |
| Montag A & Associates Inc | 6,484 | $56.9 萬 | 0.03% | −23−0.4% | 減碼 |
| Penbrook Management LLC | 6,460 | $56.7 萬 | 0.37% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 6,377 | $56.0 萬 | 0.31% | −360−5.3% | 減碼 |
| Vise Technologies, Inc. | 6,357 | $55.8 萬 | 0.21% | +3,845+153.1% | 加碼 |
| TrinityPoint Wealth, LLC | 6,348 | $55.7 萬 | 0.10% | −326−4.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,340 | $55.6 萬 | 0.06% | −510−7.4% | 減碼 |
| E&G Advisors, LP | 6,298 | $55.3 萬 | 0.15% | 00.0% | 不變 |
| Canandaigua National Corp | 6,258 | $54.9 萬 | 0.08% | −66−1.0% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,245 | $54.8 萬 | 0.13% | 00.0% | 不變 |
| Rossmore Private Capital | 6,220 | $54.6 萬 | 0.09% | +125+2.1% | 加碼 |
| Ascent Group, LLC | 6,206 | $54.5 萬 | 0.06% | +2,999+93.5% | 加碼 |
| Hutner Capital Management Inc | 6,160 | $54.1 萬 | 0.31% | −384−5.9% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 6,160 | $54.0 萬 | 0.19% | +200+3.4% | 加碼 |
| Bard Financial Services, Inc. | 6,125 | $53.7 萬 | 0.04% | −375−5.8% | 減碼 |
| Altshuler Shaham Ltd | 6,109 | $53.6 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,075 | $53.3 萬 | 0.04% | −43−0.7% | 減碼 |
| American Portfolios Advisors | 6,065 | $53.2 萬 | 0.02% | +75+1.3% | 加碼 |
| Great Diamond Partners, LLC | 6,074 | $53.2 萬 | 0.15% | +2,983+96.5% | 加碼 |
| Argyle Capital Management Inc. | 6,050 | $53.1 萬 | 0.17% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 6,052 | $53.1 萬 | 0.06% | 00.0% | 不變 |
| Schulhoff & Co Inc | 6,042 | $53.0 萬 | 0.22% | 00.0% | 不變 |
| Intellectus Partners, LLC | 6,022 | $52.8 萬 | 0.16% | +20+0.3% | 加碼 |
| Cohen Klingenstein LLC | 6,000 | $52.7 萬 | 0.02% | 00.0% | 不變 |