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
2023 年第 1 季 13F 持有人
Novartis AG 在 2023/3/31 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
- 1,182
- 較 2022 年第 4 季 +25 家
- 持有股數
- 1.72 億
- 較 2022 年第 4 季 +124.6 萬 (+0.7%)
- 總市值
- $151.8 億
- 較 2022 年第 4 季 −$2.50 億 (−1.6%)
- 新進機構
- 97
- 另有 352 家加碼
- 清倉機構
- 72
- 另有 498 家減碼
另有 26 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Page Arthur B | 26,566 | $244.4 萬 | 2.29% | +170+0.6% | 加碼 |
| Naviter Wealth, LLC | 26,633 | $245.0 萬 | 0.86% | +391+1.5% | 加碼 |
| Bokf, NA | 27,297 | $251.1 萬 | 0.05% | −4,969−15.4% | 減碼 |
| Telos Capital Management, Inc. | 27,336 | $251.5 萬 | 0.35% | +187+0.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 27,344 | $251.6 萬 | 0.04% | +1,438+5.6% | 加碼 |
| Boston Partners | 27,690 | $254.7 萬 | 0.00% | −2,410−8.0% | 減碼 |
| Hall Laurie J Trustee | 27,702 | $254.9 萬 | 1.09% | +1,775+6.8% | 加碼 |
| Broderick Brian C | 27,950 | $257.1 萬 | 0.72% | −525−1.8% | 減碼 |
| Kidder Stephen W | 27,995 | $257.6 萬 | 0.90% | −1,100−3.8% | 減碼 |
| AE Wealth Management LLC | 28,046 | $258.0 萬 | 0.02% | −9,013−24.3% | 減碼 |
| Peapack Gladstone Financial Corp | 28,213 | $258.8 萬 | 0.05% | −35,291−55.6% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,140 | $258.9 萬 | 2.20% | −2,010−6.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 28,204 | $259.5 萬 | 0.01% | −23,097−45.0% | 減碼 |
| Northeast Investment Management | 28,520 | $262.4 萬 | 0.16% | −64−0.2% | 減碼 |
| Signaturefd, LLC | 28,683 | $263.9 萬 | 0.07% | +1,979+7.4% | 加碼 |
| Brinker Capital Investments, LLC | 28,840 | $265.3 萬 | 0.03% | −501−1.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 28,840 | $265.3 萬 | 0.03% | +28,840 | 新進 |
| Employees Retirement System of Texas | 28,874 | $265.6 萬 | 0.04% | −21,083−42.2% | 減碼 |
| Arvest Trust Co N A | 29,239 | $269.0 萬 | 0.17% | +6,234+27.1% | 加碼 |
| Foyston, Gordon, & Payne Inc | 29,330 | $269.8 萬 | 0.73% | −673−2.2% | 減碼 |
| Hantz Financial Services, Inc. | 29,346 | $270.0 萬 | 0.07% | +112+0.4% | 加碼 |
| Naples Global Advisors, LLC | 29,399 | $270.5 萬 | 0.34% | +55+0.2% | 加碼 |
| apricus wealth, LLC | 29,541 | $271.8 萬 | 2.48% | +560+1.9% | 加碼 |
| Capital World Investors | 29,754 | $272.5 萬 | 0.00% | +491+1.7% | 加碼 |
| FORA Capital, LLC | 30,040 | $276.4 萬 | 0.28% | +13,564+82.3% | 加碼 |
| Moors & Cabot, Inc. | 30,047 | $276.4 萬 | 0.19% | +265+0.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 30,078 | $276.7 萬 | 0.07% | +466+1.6% | 加碼 |
| Summit Global Investments | 30,453 | $280.2 萬 | 0.22% | +183+0.6% | 加碼 |
| Beacon Financial Group | 29,334 | $280.7 萬 | 0.39% | −3,942−11.8% | 減碼 |
| Cubic Asset Management, LLC | 30,758 | $283.0 萬 | 0.79% | −850−2.7% | 減碼 |
| Private Asset Management Inc | 30,949 | $284.7 萬 | 0.47% | +865+2.9% | 加碼 |
| Oppenheimer & Co Inc | 31,060 | $285.8 萬 | 0.06% | −493−1.6% | 減碼 |
| Everett Harris & Co | 31,319 | $288.1 萬 | 0.05% | −950−2.9% | 減碼 |
| AMG National Trust Bank | 31,799 | $292.6 萬 | 0.10% | −216−0.7% | 減碼 |
| Kestra Advisory Services, LLC | 32,352 | $297.6 萬 | 0.03% | −15,609−32.5% | 減碼 |
| Delaney Dennis R | 32,671 | $300.6 萬 | 2.56% | +220+0.7% | 加碼 |
| WealthTrust Axiom LLC | 33,200 | $305.4 萬 | 1.04% | −150.0% | 減碼 |
| EP Wealth Advisors, LLC | 19,260 | $306.5 萬 | 0.06% | +14,185+279.5% | 加碼 |
| Chesley Taft & Associates LLC | 33,337 | $306.7 萬 | 0.20% | +150+0.5% | 加碼 |
| Haverford Trust Co | 33,716 | $310.2 萬 | 0.04% | +1,631+5.1% | 加碼 |
| First Hawaiian Bank | 33,843 | $311.4 萬 | 0.11% | −1,254−3.6% | 減碼 |
| Azzad Asset Management Inc | 34,160 | $314.3 萬 | 0.45% | −2,284−6.3% | 減碼 |
| We Are One Seven, LLC | 34,218 | $314.8 萬 | 0.20% | +1,263+3.8% | 加碼 |
| Advisors Capital Management, LLC | 34,415 | $316.6 萬 | 0.08% | +4,051+13.3% | 加碼 |
| Providence Capital Advisors, LLC | 34,696 | $319.2 萬 | 0.84% | +588+1.7% | 加碼 |
| Perennial Advisors, LLC | 35,348 | $325.2 萬 | 0.93% | +310+0.9% | 加碼 |
| Argent Trust Co | 35,761 | $329.0 萬 | 0.21% | +1,323+3.8% | 加碼 |
| Advisory Services Network, LLC | 36,034 | $331.5 萬 | 0.09% | +1,936+5.7% | 加碼 |
| Patten & Patten Inc | 36,443 | $335.3 萬 | 0.29% | −10,139−21.8% | 減碼 |
| Bradley Foster & Sargent Inc | 37,679 | $346.6 萬 | 0.08% | −432−1.1% | 減碼 |
| Glenmede Trust Co NA | 38,173 | $351.2 萬 | 0.02% | +2,450+6.9% | 加碼 |
| Private Advisor Group, LLC | 38,722 | $356.2 萬 | 0.03% | −5,459−12.4% | 減碼 |
| Hayek Kallen Investment Management | 39,188 | $360.5 萬 | 1.63% | −1,157−2.9% | 減碼 |
| Logan Capital Management Inc | 39,358 | $362.1 萬 | 0.18% | +117+0.3% | 加碼 |
| Catalyst Capital Advisors LLC | 39,589 | $364.2 萬 | 0.11% | −991−2.4% | 減碼 |
| Beach Investment Counsel Inc | 39,695 | $365.2 萬 | 0.49% | −3,300−7.7% | 減碼 |
| Yousif Capital Management, LLC | 40,484 | $372.5 萬 | 0.05% | +159+0.4% | 加碼 |
| Davenport & Co LLC | 40,615 | $373.7 萬 | 0.03% | +3,504+9.4% | 加碼 |
| Fairfield, Bush & Co. | 41,211 | $379.1 萬 | 1.34% | +7,461+22.1% | 加碼 |
| Keybank National Association | 41,428 | $381.1 萬 | 0.02% | −1,024−2.4% | 減碼 |
| Cardinal Capital Management | 41,443 | $381.3 萬 | 0.79% | −100−0.2% | 減碼 |
| Smithbridge Asset Management Inc | 41,997 | $386.4 萬 | 0.97% | +1,370+3.4% | 加碼 |
| Avalon Investment & Advisory | 42,250 | $388.7 萬 | 0.11% | −1,294−3.0% | 減碼 |
| JustInvest LLC | 42,398 | $390.0 萬 | 0.14% | +6,519+18.2% | 加碼 |
| Scotia Capital Inc. | 42,513 | $391.2 萬 | 0.03% | +266+0.6% | 加碼 |
| Woodmont Investment Counsel LLC | 42,968 | $395.3 萬 | 0.43% | −364−0.8% | 減碼 |
| Carret Asset Management, LLC | 43,053 | $396.1 萬 | 0.55% | −3,993−8.5% | 減碼 |
| Notis-McConarty Edward | 43,241 | $397.8 萬 | 1.58% | −440−1.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 43,702 | $402.1 萬 | 0.62% | −29−0.1% | 減碼 |
| Y.D. More Investments Ltd | 43,806 | $403.0 萬 | 0.98% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 44,908 | $413.2 萬 | 0.24% | +50.0% | 加碼 |
| Auto-Owners Insurance Co | 45,143 | $415.3 萬 | 0.14% | 00.0% | 不變 |
| Atria Investments LLC | 46,221 | $425.2 萬 | 0.08% | −17,452−27.4% | 減碼 |
| Mirabella Financial Services LLP | 60,958 | $428.2 萬 | 0.92% | +60,958 | 新進 |
| Aquatic Capital Management LLC | 46,800 | $430.6 萬 | 0.27% | +46,800 | 新進 |
| Farmers & Merchants Investments Inc | 47,282 | $435.0 萬 | 0.17% | +2,120+4.7% | 加碼 |
| Jones Financial Companies LLLP | 47,944 | $441.1 萬 | 0.01% | −5,951−11.0% | 減碼 |
| Guardian Capital Advisors LP | 45,853 | $442.3 萬 | 0.51% | −55−0.1% | 減碼 |
| Whittier Trust Co | 48,335 | $444.7 萬 | 0.08% | −485−1.0% | 減碼 |
| Russell Investments Group, Ltd. | 49,266 | $453.2 萬 | 0.01% | −55,484−53.0% | 減碼 |
| WS Portfolio Advisory, LLC | 49,475 | $455.2 萬 | 1.16% | −38,525−43.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 49,781 | $458.0 萬 | 0.20% | +96+0.2% | 加碼 |
| Pittenger & Anderson Inc | 50,820 | $467.5 萬 | 0.24% | −3,250−6.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 51,510 | $473.9 萬 | 0.84% | +348+0.7% | 加碼 |
| Mar Vista Investment Partners LLC | 51,661 | $475.3 萬 | 0.21% | +1,582+3.2% | 加碼 |
| Prentiss Smith & Co Inc | 52,649 | $484.4 萬 | 3.59% | −629−1.2% | 減碼 |
| Baldwin Brothers Inc | 52,735 | $485.2 萬 | 0.42% | +227+0.4% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 53,081 | $488.3 萬 | 2.56% | +3,845+7.8% | 加碼 |
| Bleakley Financial Group, LLC | 53,096 | $488.5 萬 | 0.16% | +5,249+11.0% | 加碼 |
| Garland Capital Management Inc | 53,885 | $495.7 萬 | 3.37% | −3,035−5.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 54,239 | $499.0 萬 | 0.02% | −2,065−3.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 54,333 | $499.9 萬 | 0.21% | +49,721+1,078.1% | 加碼 |
| Narwhal Capital Management | 55,173 | $507.6 萬 | 0.64% | −106−0.2% | 減碼 |
| Fiduciary Trust Co | 55,324 | $509.0 萬 | 0.09% | −1,742−3.1% | 減碼 |
| FDx Advisors, Inc. | 57,787 | $524.2 萬 | 0.23% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 56,984 | $524.3 萬 | 0.14% | +8,509+17.6% | 加碼 |
| Seven Eight Capital, LP | 57,388 | $528.0 萬 | 1.10% | +57,388 | 新進 |
| Old Mission Capital LLC | 57,892 | $532.6 萬 | 0.16% | −29,626−33.9% | 減碼 |
| Sphera Funds Management Ltd. | 60,000 | $552.0 萬 | 1.20% | +60,000 | 新進 |
| Greenwood Gearhart Inc | 60,763 | $559.0 萬 | 0.71% | −54,632−47.3% | 減碼 |