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 4 季 13F 持有人
Novartis AG 在 2022/12/31 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
- 1,183
- 較 2022 年第 3 季 +113 家
- 持有股數
- 1.71 億
- 較 2022 年第 3 季 −802.4 萬 (−4.5%)
- 總市值
- $154.9 億
- 較 2022 年第 3 季 +$18.6 億 (+13.7%)
- 新進機構
- 173
- 另有 298 家加碼
- 清倉機構
- 60
- 另有 493 家減碼
另有 18 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 4,643 | $42.1 萬 | 0.09% | +3,842+479.7% | 加碼 |
| Institute for Wealth Management, LLC. | 4,660 | $42.3 萬 | 0.09% | −288−5.8% | 減碼 |
| Forza Wealth Management, LLC | 4,662 | $42.3 萬 | 0.28% | +4,662 | 新進 |
| IFP Advisors, Inc | 6,792 | $42.5 萬 | 0.01% | −941−12.2% | 減碼 |
| Hoylecohen, LLC | 4,693 | $42.6 萬 | 0.04% | −467−9.1% | 減碼 |
| Washington Trust Co | 4,755 | $43.1 萬 | 0.02% | +1,500+46.1% | 加碼 |
| Plancorp, LLC | 4,758 | $43.2 萬 | 0.03% | −72−1.5% | 減碼 |
| HBK Sorce Advisory LLC | 4,788 | $43.4 萬 | 0.01% | +4,788 | 新進 |
| Cannell Peter B & Co Inc | 4,791 | $43.5 萬 | 0.02% | +85+1.8% | 加碼 |
| Smithfield Trust Co | 4,815 | $43.9 萬 | 0.03% | −270−5.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,862 | $44.1 萬 | 0.01% | +442+10.0% | 加碼 |
| Modera Wealth Management, LLC | 4,858 | $44.1 萬 | 0.02% | +660+15.7% | 加碼 |
| Icon Wealth Advisors, LLC | 4,875 | $44.2 萬 | 0.05% | −492−9.2% | 減碼 |
| RiverGlades Family Offices LLC | 4,875 | $44.2 萬 | 0.41% | +4,875 | 新進 |
| First American Trust, FSB | 4,882 | $44.3 萬 | 0.07% | +98+2.0% | 加碼 |
| Hall Capital Management Co Inc | 4,887 | $44.3 萬 | 0.27% | −1,362−21.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,902 | $44.5 萬 | 0.07% | −255−4.9% | 減碼 |
| Canal Capital Management, LLC | 4,904 | $44.5 萬 | 0.11% | 00.0% | 不變 |
| First Foundation Advisors | 4,920 | $44.6 萬 | 0.02% | −280−5.4% | 減碼 |
| LaFleur & Godfrey LLC | 4,972 | $45.1 萬 | 0.08% | +599+13.7% | 加碼 |
| Valley Brook Capital Group | 4,984 | $45.2 萬 | 0.43% | 00.0% | 不變 |
| Allen Investment Management LLC | 5,000 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 5,004 | $45.4 萬 | 0.02% | +807+19.2% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $45.5 萬 | 0.27% | 00.0% | 不變 |
| North Star Asset Management Inc | 5,026 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Community Bank, N.A. | 5,033 | $45.7 萬 | 0.06% | −155−3.0% | 減碼 |
| Alhambra Investment Partners LLC | 5,034 | $45.7 萬 | 0.33% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 5,075 | $46.0 萬 | 0.01% | +5,075 | 新進 |
| Leuthold Group, LLC | 5,100 | $46.3 萬 | 0.06% | −87−1.7% | 減碼 |
| Valeo Financial Advisors, LLC | 5,114 | $46.4 萬 | 0.03% | +1,603+45.7% | 加碼 |
| Northwest Capital Management Inc | 5,150 | $46.7 萬 | 0.25% | 00.0% | 不變 |
| Summit Financial, LLC | 5,155 | $46.8 萬 | 0.04% | −4,334−45.7% | 減碼 |
| Stokes Family Office, LLC | 5,160 | $46.8 萬 | 0.06% | +1,247+31.9% | 加碼 |
| BKD Wealth Advisors, LLC | 5,182 | $47.0 萬 | 0.02% | −338−6.1% | 減碼 |
| Cohen Investment Advisors LLC | 5,183 | $47.0 萬 | 0.39% | +256+5.2% | 加碼 |
| Wealthspire Advisors, LLC | 5,193 | $47.1 萬 | 0.01% | +1,419+37.6% | 加碼 |
| Security Asset Management | 5,238 | $47.5 萬 | 0.26% | −225−4.1% | 減碼 |
| Great Diamond Partners, LLC | 5,244 | $47.6 萬 | 0.15% | −810−13.4% | 減碼 |
| Carr Financial Group Corp | 5,253 | $47.7 萬 | 0.25% | +5,253 | 新進 |
| American Trust Investment Advisors, LLC | 5,255 | $47.7 萬 | 0.30% | +100+1.9% | 加碼 |
| Drive Wealth Management, LLC | 5,285 | $48.0 萬 | 0.24% | +5,285 | 新進 |
| Qtron Investments LLC | 5,301 | $48.1 萬 | 0.10% | +889+20.1% | 加碼 |
| Hartford Investment Management Co | 5,299 | $48.1 萬 | 0.01% | −69−1.3% | 減碼 |
| M Holdings Securities, Inc. | 5,310 | $48.2 萬 | 0.05% | −22−0.4% | 減碼 |
| Davidson Trust Co | 5,317 | $48.2 萬 | 0.43% | +81+1.5% | 加碼 |
| Belpointe Asset Management LLC | 5,337 | $48.4 萬 | 0.03% | +2,733+105.0% | 加碼 |
| Aveo Capital Partners, LLC | 5,368 | $48.7 萬 | 0.07% | +105+2.0% | 加碼 |
| Beddow Capital Management Inc | 5,365 | $48.7 萬 | 0.25% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 5,410 | $49.1 萬 | 0.38% | +5,410 | 新進 |
| Salem Investment Counselors Inc | 5,417 | $49.1 萬 | 0.02% | +120+2.3% | 加碼 |
| Woodstock Corp | 5,446 | $49.4 萬 | 0.07% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,447 | $49.4 萬 | 0.06% | +125+2.3% | 加碼 |
| Penbrook Management LLC | 5,460 | $49.5 萬 | 0.42% | −1,000−15.5% | 減碼 |
| MMBG Investment Advisors Co. | 5,492 | $49.8 萬 | 0.07% | +1,696+44.7% | 加碼 |
| BancorpSouth Bank | 5,507 | $50.0 萬 | 0.05% | −61−1.1% | 減碼 |
| First City Capital Management, Inc. | 5,508 | $50.0 萬 | 0.30% | −250−4.3% | 減碼 |
| Diversified Trust Co | 5,530 | $50.2 萬 | 0.02% | +2,256+68.9% | 加碼 |
| Capital Investment Advisors, LLC | 5,561 | $50.4 萬 | 0.02% | −58−1.0% | 減碼 |
| Altfest L J & Co Inc | 5,572 | $50.5 萬 | 0.08% | −101−1.8% | 減碼 |
| O'Brien Greene & Co. Inc | 5,574 | $50.6 萬 | 0.19% | −11,538−67.4% | 減碼 |
| Lindbrook Capital, LLC | 5,587 | $50.7 萬 | 0.06% | −166−2.9% | 減碼 |
| Boenning & Scattergood, Inc. | 5,798 | $50.9 萬 | 0.08% | +20.0% | 加碼 |
| Fort Sheridan Advisors LLC | 5,622 | $51.0 萬 | 0.17% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 5,679 | $51.5 萬 | 0.17% | −266−4.5% | 減碼 |
| Henry James International Management, Inc. | 5,776 | $52.4 萬 | 0.25% | +2,225+62.7% | 加碼 |
| Rossmore Private Capital | 5,835 | $52.9 萬 | 0.08% | −380−6.1% | 減碼 |
| Keystone Financial Services | 5,885 | $53.3 萬 | 0.29% | +253+4.5% | 加碼 |
| Canandaigua National Corp | 5,899 | $53.5 萬 | 0.09% | +201+3.5% | 加碼 |
| Cullinan Associates Inc | 5,896 | $53.5 萬 | 0.03% | +1,196+25.4% | 加碼 |
| CVA Family Office, LLC | 5,921 | $53.7 萬 | 0.13% | +2,530+74.6% | 加碼 |
| First Affirmative Financial Network | 5,923 | $53.7 萬 | 0.65% | −476−7.4% | 減碼 |
| Deutsche Bank AG | 5,970 | $54.2 萬 | 0.00% | −42−0.7% | 減碼 |
| Cohen Klingenstein LLC | 6,000 | $54.4 萬 | 0.03% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 6,003 | $54.5 萬 | 0.53% | −773−11.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 6,013 | $54.6 萬 | 0.02% | −9,519−61.3% | 減碼 |
| Schulhoff & Co Inc | 6,047 | $54.9 萬 | 0.25% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 6,050 | $54.9 萬 | 0.19% | 00.0% | 不變 |
| Gradient Investments LLC | 6,087 | $55.2 萬 | 0.02% | −538−8.1% | 減碼 |
| Altshuler Shaham Ltd | 6,109 | $55.4 萬 | 0.02% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 6,172 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| Cloverfields Capital Group, LP | 6,186 | $56.1 萬 | 0.18% | +6,186 | 新進 |
| Walter & Keenan Financial Consulting Co | 6,224 | $56.5 萬 | 0.22% | 00.0% | 不變 |
| Proequities, Inc. | 6,297 | $57.1 萬 | 0.05% | −469−6.9% | 減碼 |
| E&G Advisors, LP | 6,298 | $57.1 萬 | 0.21% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 6,391 | $58.0 萬 | 0.14% | 00.0% | 不變 |
| NTV Asset Management LLC | 6,403 | $58.1 萬 | 0.11% | −100−1.5% | 減碼 |
| CFO4Life Group, LLC | 6,421 | $58.3 萬 | 0.12% | +865+15.6% | 加碼 |
| CFO4Life, L.P. | 6,421 | $58.3 萬 | 0.12% | +6,421 | 新進 |
| Patton Albertson Miller Group, LLC | 6,434 | $58.4 萬 | 0.11% | −485−7.0% | 減碼 |
| Sigma Planning Corp | 6,443 | $58.5 萬 | 0.02% | −4,660−42.0% | 減碼 |
| Regions Financial Corp | 6,456 | $58.5 萬 | 0.01% | −286−4.2% | 減碼 |
| Kovitz Investment Group Partners, LLC | 6,489 | $58.9 萬 | 0.01% | −166−2.5% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,500 | $59.0 萬 | 0.28% | −100−1.5% | 減碼 |
| Berkshire Bank | 6,509 | $59.0 萬 | 0.18% | −4,736−42.1% | 減碼 |
| BDO Wealth Advisors, LLC | 6,513 | $59.1 萬 | 0.07% | +645+11.0% | 加碼 |
| Thomasville National Bank | 6,529 | $59.2 萬 | 0.07% | −146−2.2% | 減碼 |
| Intellectus Partners, LLC | 6,548 | $59.4 萬 | 0.21% | +879+15.5% | 加碼 |
| Lazard Asset Management LLC | 6,571 | $59.6 萬 | 0.00% | −1,367−17.2% | 減碼 |
| Scissortail Wealth Management, LLC | 6,955 | $60.1 萬 | 0.35% | +6,955 | 新進 |
| LeJeune Puetz Investment Counsel LLC | 6,635 | $60.2 萬 | 0.22% | 00.0% | 不變 |