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 1,626 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 | 1,626 | $212.7 億 |
| 2026 年第 1 季 | 1,605 | $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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 4,373 | $40.2 萬 | 0.13% | +5+0.1% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,375 | $40.3 萬 | 0.20% | 00.0% | 不變 |
| Trust Co of Virginia | 4,379 | $40.3 萬 | 0.04% | −104,921−96.0% | 減碼 |
| Circle Wealth Management, LLC | 4,381 | $40.3 萬 | 0.06% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,895 | $40.7 萬 | 0.02% | +206+5.6% | 加碼 |
| Washington Trust Co | 4,455 | $41.0 萬 | 0.02% | −300−6.3% | 減碼 |
| Change Path, LLC | 4,451 | $41.0 萬 | 0.02% | +1,466+49.1% | 加碼 |
| Centaurus Financial, Inc. | 4,481 | $41.2 萬 | 0.03% | +1,355+43.3% | 加碼 |
| Institute for Wealth Management, LLC. | 4,499 | $41.4 萬 | 0.08% | −161−3.5% | 減碼 |
| Independent Advisor Alliance | 4,500 | $41.4 萬 | 0.02% | +4,500 | 新進 |
| First Heartland Consultants, Inc. | 4,566 | $42.0 萬 | 0.06% | +13+0.3% | 加碼 |
| BKD Wealth Advisors, LLC | 4,575 | $42.1 萬 | 0.01% | −607−11.7% | 減碼 |
| Cullinan Associates Inc | 4,600 | $42.3 萬 | 0.02% | −1,296−22.0% | 減碼 |
| Busey Wealth Management | 4,613 | $42.4 萬 | 0.02% | −18−0.4% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,621 | $42.5 萬 | 0.32% | +330+7.7% | 加碼 |
| Community Bank, N.A. | 4,628 | $42.6 萬 | 0.06% | −405−8.0% | 減碼 |
| Liberty Wealth Management LLC | 4,780 | $42.6 萬 | 0.09% | +4,780 | 新進 |
| Marino, Stram & Associates LLC | 4,637 | $42.7 萬 | 0.13% | +31+0.7% | 加碼 |
| Pinnacle Financial Partners Inc | 4,645 | $42.7 萬 | 0.01% | +1,143+32.6% | 加碼 |
| First Foundation Advisors | 4,656 | $42.8 萬 | 0.02% | −264−5.4% | 減碼 |
| LaFleur & Godfrey LLC | 4,672 | $43.0 萬 | 0.07% | −300−6.0% | 減碼 |
| Cannell Peter B & Co Inc | 4,686 | $43.1 萬 | 0.02% | −105−2.2% | 減碼 |
| HB Wealth Management, LLC | 4,695 | $43.2 萬 | 0.01% | +650+16.1% | 加碼 |
| Plancorp, LLC | 4,762 | $43.8 萬 | 0.02% | +4+0.1% | 加碼 |
| Lindbrook Capital, LLC | 4,762 | $43.8 萬 | 0.05% | −825−14.8% | 減碼 |
| Wesbanco Bank Inc | 4,778 | $43.9 萬 | 0.02% | −226−4.5% | 減碼 |
| Leuthold Group, LLC | 4,824 | $44.4 萬 | 0.06% | −276−5.4% | 減碼 |
| Smithfield Trust Co | 4,815 | $44.4 萬 | 0.03% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 4,837 | $44.5 萬 | 0.19% | −448−8.5% | 減碼 |
| Smart Money Group LLC | 4,340 | $44.5 萬 | 0.22% | +177+4.3% | 加碼 |
| First American Trust, FSB | 4,882 | $44.9 萬 | 0.07% | 00.0% | 不變 |
| Canal Capital Management, LLC | 4,904 | $45.1 萬 | 0.10% | 00.0% | 不變 |
| Valley Brook Capital Group | 4,984 | $45.9 萬 | 0.42% | 00.0% | 不變 |
| Berkshire Bank | 4,986 | $45.9 萬 | 0.14% | −1,523−23.4% | 減碼 |
| Allen Investment Management LLC | 5,000 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,002 | $46.0 萬 | 0.27% | +115+2.4% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $46.1 萬 | 0.27% | 00.0% | 不變 |
| North Star Asset Management Inc | 5,026 | $46.2 萬 | 0.03% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 5,034 | $46.3 萬 | 0.32% | 00.0% | 不變 |
| Northwest Capital Management Inc | 5,150 | $47.4 萬 | 0.23% | 00.0% | 不變 |
| Altfest L J & Co Inc | 5,173 | $47.6 萬 | 0.07% | −399−7.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,197 | $47.8 萬 | 0.01% | −2,607−33.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,210 | $47.9 萬 | 0.06% | +308+6.3% | 加碼 |
| PDS Planning, Inc | 5,230 | $48.1 萬 | 0.07% | +2,568+96.5% | 加碼 |
| Security Asset Management | 5,238 | $48.2 萬 | 0.28% | 00.0% | 不變 |
| Carr Financial Group Corp | 5,253 | $48.3 萬 | 0.21% | 00.0% | 不變 |
| Hartford Investment Management Co | 5,299 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Qtron Investments LLC | 5,301 | $48.8 萬 | 0.10% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 5,319 | $48.9 萬 | 0.25% | +657+14.1% | 加碼 |
| American Trust Investment Advisors, LLC | 5,360 | $49.3 萬 | 0.30% | +105+2.0% | 加碼 |
| Salem Investment Counselors Inc | 5,367 | $49.4 萬 | 0.02% | −50−0.9% | 減碼 |
| Cohen Investment Advisors LLC | 5,394 | $49.6 萬 | 0.39% | +211+4.1% | 加碼 |
| MB, Levis & Associates, LLC | 5,410 | $49.8 萬 | 0.35% | 00.0% | 不變 |
| Woodstock Corp | 5,446 | $50.1 萬 | 0.06% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,447 | $50.1 萬 | 0.05% | 00.0% | 不變 |
| Penbrook Management LLC | 5,460 | $50.2 萬 | 0.39% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 5,492 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| First Affirmative Financial Network | 5,494 | $50.5 萬 | 0.58% | −429−7.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,508 | $50.7 萬 | 0.05% | +5,508 | 新進 |
| Five Oceans Advisors | 5,546 | $51.0 萬 | 0.33% | −2,040−26.9% | 減碼 |
| Aveo Capital Partners, LLC | 5,554 | $51.1 萬 | 0.07% | +186+3.5% | 加碼 |
| O'Brien Greene & Co. Inc | 5,574 | $51.3 萬 | 0.19% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 5,576 | $51.3 萬 | 0.09% | +5,576 | 新進 |
| Legacy Financial Advisors, Inc. | 5,586 | $51.4 萬 | 0.11% | −2,802−33.4% | 減碼 |
| Fort Sheridan Advisors LLC | 5,607 | $51.6 萬 | 0.13% | −15−0.3% | 減碼 |
| Belpointe Asset Management LLC | 5,630 | $51.8 萬 | 0.03% | +293+5.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,654 | $52.0 萬 | 0.16% | −25−0.4% | 減碼 |
| M Holdings Securities, Inc. | 5,705 | $52.5 萬 | 0.05% | +395+7.4% | 加碼 |
| Flputnam Investment Management Co | 5,716 | $52.6 萬 | 0.02% | +5,716 | 新進 |
| Rossmore Private Capital | 5,735 | $52.8 萬 | 0.08% | −100−1.7% | 減碼 |
| CFO4Life Group, LLC | 5,742 | $52.8 萬 | 0.12% | −679−10.6% | 減碼 |
| Henry James International Management, Inc. | 5,776 | $53.1 萬 | 0.23% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 5,864 | $53.9 萬 | 0.01% | −625−9.6% | 減碼 |
| CVA Family Office, LLC | 5,891 | $54.2 萬 | 0.12% | −30−0.5% | 減碼 |
| Deutsche Bank AG | 5,934 | $54.6 萬 | 0.00% | −36−0.6% | 減碼 |
| Coldstream Capital Management Inc | 5,950 | $54.7 萬 | 0.02% | +3,085+107.7% | 加碼 |
| Cohen Klingenstein LLC | 6,000 | $55.2 萬 | 0.03% | 00.0% | 不變 |
| Schulhoff & Co Inc | 6,047 | $55.6 萬 | 0.26% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 6,050 | $55.7 萬 | 0.20% | 00.0% | 不變 |
| Keystone Financial Services | 6,052 | $55.7 萬 | 0.30% | +167+2.8% | 加碼 |
| Davidson Trust Co | 6,053 | $55.7 萬 | 0.43% | +736+13.8% | 加碼 |
| BDO Wealth Advisors, LLC | 6,060 | $55.8 萬 | 0.07% | −453−7.0% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 6,079 | $55.9 萬 | 0.02% | +66+1.1% | 加碼 |
| Fulton Bank, N.A. | 6,111 | $56.2 萬 | 0.03% | −876−12.5% | 減碼 |
| Thomasville National Bank | 6,124 | $56.3 萬 | 0.06% | −405−6.2% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 6,138 | $56.5 萬 | 0.03% | +6,138 | 新進 |
| St. Clair Advisors, LLC | 6,191 | $57.0 萬 | 0.25% | +6,191 | 新進 |
| Juncture Wealth Strategies, LLC | 6,200 | $57.0 萬 | 0.28% | −300−4.6% | 減碼 |
| Walter & Keenan Financial Consulting Co | 6,224 | $57.3 萬 | 0.22% | 00.0% | 不變 |
| Proequities, Inc. | 6,254 | $57.5 萬 | 0.04% | −43−0.7% | 減碼 |
| Gradient Investments LLC | 6,265 | $57.6 萬 | 0.02% | +178+2.9% | 加碼 |
| BancorpSouth Bank | 6,279 | $57.8 萬 | 0.05% | +772+14.0% | 加碼 |
| E&G Advisors, LP | 6,298 | $57.9 萬 | 0.21% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,335 | $58.3 萬 | 0.01% | +1,473+30.3% | 加碼 |
| Regions Financial Corp | 6,363 | $58.5 萬 | 0.01% | −93−1.4% | 減碼 |
| Intellectus Partners, LLC | 6,391 | $58.8 萬 | 0.19% | −157−2.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,391 | $58.8 萬 | 0.14% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 6,392 | $58.8 萬 | 0.08% | −704−9.9% | 減碼 |
| Patton Albertson Miller Group, LLC | 6,394 | $58.8 萬 | 0.11% | −40−0.6% | 減碼 |
| First City Capital Management, Inc. | 5,758 | $59.1 萬 | 0.35% | +250+4.5% | 加碼 |