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 |
|---|---|---|---|---|---|
| Cary Street Partners Asset Management LLC | 6,455 | $59.4 萬 | 0.11% | −800−11.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,456 | $59.4 萬 | 0.04% | −303−4.5% | 減碼 |
| Oarsman Capital, Inc. | 6,477 | $59.6 萬 | 0.28% | −315−4.6% | 減碼 |
| Lazard Asset Management LLC | 6,489 | $59.6 萬 | 0.00% | −82−1.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 6,494 | $59.7 萬 | 0.06% | −1,100−14.5% | 減碼 |
| Dillon & Associates Inc | 6,504 | $59.8 萬 | 0.12% | −1,865−22.3% | 減碼 |
| Mather Group, LLC. | 6,594 | $60.7 萬 | 0.01% | +2,053+45.2% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 6,635 | $61.0 萬 | 0.22% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 6,761 | $62.2 萬 | 0.03% | +1,647+32.2% | 加碼 |
| Jacobi Capital Management LLC | 6,794 | $62.5 萬 | 0.07% | −778−10.3% | 減碼 |
| NTV Asset Management LLC | 6,803 | $62.6 萬 | 0.12% | +400+6.2% | 加碼 |
| Diversified Trust Co | 6,850 | $63.0 萬 | 0.02% | +1,320+23.9% | 加碼 |
| Sit Investment Associates Inc | 6,865 | $63.2 萬 | 0.02% | −3,935−36.4% | 減碼 |
| Jeppson Wealth Management, LLC | 6,882 | $63.3 萬 | 0.28% | +134+2.0% | 加碼 |
| Sage Rhino Capital LLC | 6,923 | $63.7 萬 | 0.19% | +120+1.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 6,933 | $63.8 萬 | 0.12% | −350−4.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,938 | $63.8 萬 | 0.02% | 00.0% | 不變 |
| Tiaa, FSB | 6,954 | $64.0 萬 | 0.00% | −278−3.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 7,047 | $64.8 萬 | 0.05% | +24+0.3% | 加碼 |
| Kingsview Wealth Management, LLC | 7,091 | $65.2 萬 | 0.03% | −602−7.8% | 減碼 |
| Altshuler Shaham Ltd | 7,109 | $65.4 萬 | 0.01% | +1,000+16.4% | 加碼 |
| Dakota Wealth Management | 7,143 | $65.7 萬 | 0.04% | −382−5.1% | 減碼 |
| BSW Wealth Partners | 7,161 | $65.9 萬 | 0.13% | −1,819−20.3% | 減碼 |
| Ascent Group, LLC | 7,229 | $66.5 萬 | 0.07% | −29−0.4% | 減碼 |
| KLR Investment Advisors, LLC | 7,299 | $67.2 萬 | 0.59% | −9,176−55.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,304 | $67.2 萬 | 0.13% | +7,304 | 新進 |
| Lido Advisors, LLC | 7,310 | $67.3 萬 | 0.01% | +2,864+64.4% | 加碼 |
| Wedbush Securities Inc | 7,319 | $67.3 萬 | 0.03% | +453+6.6% | 加碼 |
| Ruggaard & Associates LLC | 7,322 | $67.4 萬 | 0.42% | +7,322 | 新進 |
| Intercontinental Wealth Advisors, LLC | 7,346 | $67.6 萬 | 0.17% | −94−1.3% | 減碼 |
| Stephens Inc | 7,348 | $67.6 萬 | 0.01% | +658+9.8% | 加碼 |
| Cable Hill Partners, LLC | 7,410 | $68.2 萬 | 0.11% | −3,403−31.5% | 減碼 |
| Thornburg Investment Management Inc | 7,412 | $68.2 萬 | 0.01% | +1,240+20.1% | 加碼 |
| Bangor Savings Bank | 7,448 | $68.5 萬 | 0.08% | −908−10.9% | 減碼 |
| Harbour Investments, Inc. | 7,481 | $68.8 萬 | 0.04% | +419+5.9% | 加碼 |
| Essex Financial Services, Inc. | 7,497 | $69.0 萬 | 0.07% | +92+1.2% | 加碼 |
| Hilltop Holdings Inc. | 7,557 | $69.5 萬 | 0.09% | +283+3.9% | 加碼 |
| Advisory Resource Group | 7,572 | $69.7 萬 | 0.20% | +479+6.8% | 加碼 |
| Colony Group LLC | 7,574 | $69.7 萬 | 0.01% | −1,422−15.8% | 減碼 |
| Valmark Advisers, Inc. | 7,605 | $70.0 萬 | 0.02% | +175+2.4% | 加碼 |
| OmniStar Financial Group, Inc. | 7,632 | $70.2 萬 | 0.89% | −370−4.6% | 減碼 |
| Romano Brothers and Company | 7,630 | $70.2 萬 | 0.11% | −170−2.2% | 減碼 |
| Sigma Planning Corp | 7,726 | $71.1 萬 | 0.02% | +1,283+19.9% | 加碼 |
| Central Trust Co | 7,727 | $71.1 萬 | 0.02% | +270+3.6% | 加碼 |
| Continuum Advisory, LLC | 7,758 | $71.4 萬 | 0.12% | −24−0.3% | 減碼 |
| TD Waterhouse Canada Inc. | 7,360 | $71.5 萬 | 0.01% | −872−10.6% | 減碼 |
| Vident Investment Advisory, LLC | 7,783 | $71.6 萬 | 0.02% | +1,000+14.7% | 加碼 |
| Lantz Financial LLC | 7,806 | $71.8 萬 | 0.30% | −248−3.1% | 減碼 |
| Ahl Investment Management, Inc. | 7,812 | $71.9 萬 | 0.66% | −200−2.5% | 減碼 |
| Blue Square Asset Management, LLC | 7,813 | $71.9 萬 | 0.47% | +7,813 | 新進 |
| Burns J W & Co Inc | 7,814 | $71.9 萬 | 0.12% | −214−2.7% | 減碼 |
| West Family Investments, Inc. | 7,840 | $72.1 萬 | 0.29% | +94+1.2% | 加碼 |
| Covenant Partners, LLC | 7,849 | $72.2 萬 | 0.28% | −801−9.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,851 | $72.2 萬 | 0.03% | +161+2.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,856 | $72.3 萬 | 0.06% | −45−0.6% | 減碼 |
| Anchor Investment Management, LLC | 7,884 | $72.5 萬 | 0.10% | 00.0% | 不變 |
| Graypoint LLC | 7,887 | $72.6 萬 | 0.08% | −1,599−16.9% | 減碼 |
| Rosenbaum Jay D. | 7,949 | $73.1 萬 | 1.35% | +959+13.7% | 加碼 |
| Lee Danner & Bass Inc | 8,013 | $73.7 萬 | 0.07% | 00.0% | 不變 |
| Mission Wealth Management, LP | 8,023 | $73.8 萬 | 0.03% | +204+2.6% | 加碼 |
| Parallel Advisors, LLC | 8,046 | $74.0 萬 | 0.02% | +705+9.6% | 加碼 |
| Means Investment Co., Inc. | 8,060 | $74.2 萬 | 0.13% | −139−1.7% | 減碼 |
| Ballentine Partners, LLC | 8,067 | $74.2 萬 | 0.02% | +160+2.0% | 加碼 |
| Lincoln National Corp | 8,095 | $74.5 萬 | 0.02% | −40−0.5% | 減碼 |
| Montag A & Associates Inc | 8,168 | $75.1 萬 | 0.05% | −9−0.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 8,179 | $75.2 萬 | 0.04% | +307+3.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 8,231 | $75.7 萬 | 0.05% | +119+1.5% | 加碼 |
| Klingenstein Fields & Co LP | 8,243 | $75.8 萬 | 0.04% | −985−10.7% | 減碼 |
| Cypress Asset Management Inc | 8,278 | $76.2 萬 | 0.26% | −105−1.3% | 減碼 |
| Armor Investment Advisors, LLC | 8,291 | $76.3 萬 | 0.44% | −93−1.1% | 減碼 |
| D.B. Root & Company, LLC | 8,363 | $76.9 萬 | 0.30% | +192+2.3% | 加碼 |
| DGS Capital Management, LLC | 8,422 | $77.5 萬 | 0.43% | −3,084−26.8% | 減碼 |
| KB Financial Partners, LLC | 8,475 | $78.0 萬 | 0.23% | +345+4.2% | 加碼 |
| Banco de Sabadell, S.A | 8,517 | $78.7 萬 | 0.66% | +828+10.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 8,557 | $78.7 萬 | 0.01% | −1,904−18.2% | 減碼 |
| Mill Capital Management, LLC | 8,559 | $78.7 萬 | 0.08% | −300−3.4% | 減碼 |
| Elmwood Wealth Management, Inc. | 8,655 | $79.6 萬 | 0.38% | −352−3.9% | 減碼 |
| 1620 Investment Advisors, Inc. | 8,725 | $80.3 萬 | 0.97% | +121+1.4% | 加碼 |
| Ariel Investments, LLC | 8,750 | $80.5 萬 | 0.01% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 8,785 | $80.8 萬 | 0.00% | −286−3.2% | 減碼 |
| Financial Architects, Inc | 8,807 | $81.0 萬 | 0.13% | −740−7.8% | 減碼 |
| Beaton Management Co. Inc. | 8,873 | $81.6 萬 | 0.55% | −170−1.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,870 | $81.6 萬 | 0.01% | −1,175−11.7% | 減碼 |
| Holderness Investments Co | 8,995 | $82.8 萬 | 0.33% | +168+1.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 9,041 | $83.2 萬 | 0.01% | −5,835−39.2% | 減碼 |
| Freestone Capital Holdings, LLC | 9,042 | $83.2 萬 | 0.04% | −560−5.8% | 減碼 |
| SkyView Investment Advisors, LLC | 9,241 | $85.0 萬 | 0.20% | +575+6.6% | 加碼 |
| Mutual Advisors, LLC | 9,239 | $85.0 萬 | 0.03% | −283−3.0% | 減碼 |
| Eagle Asset Management Inc | 9,298 | $85.5 萬 | 0.01% | +27+0.3% | 加碼 |
| Wealthsource Partners, LLC | 9,353 | $86.0 萬 | 0.06% | −60−0.6% | 減碼 |
| Associated Banc-Corp | 9,360 | $86.1 萬 | 0.03% | +185+2.0% | 加碼 |
| Nilsine Partners, LLC | 9,376 | $86.3 萬 | 0.14% | +9,376 | 新進 |
| TD Private Client Wealth LLC | 9,391 | $86.4 萬 | 0.04% | −3,156−25.2% | 減碼 |
| Mystic Asset Management, Inc. | 9,494 | $87.3 萬 | 0.48% | −10−0.1% | 減碼 |
| Kathmere Capital Management, LLC | 9,510 | $87.5 萬 | 0.14% | +259+2.8% | 加碼 |
| Kensington Investment Counsel, LLC | 9,600 | $88.3 萬 | 0.67% | −4,190−30.4% | 減碼 |
| Callan Family Office, LLC | 9,605 | $88.4 萬 | 0.21% | +9,605 | 新進 |
| Beacon Investment Advisory Services, Inc. | 9,606 | $88.4 萬 | 0.04% | +265+2.8% | 加碼 |
| Hamel Associates, Inc. | 9,645 | $88.7 萬 | 0.31% | −6−0.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 9,651 | $88.8 萬 | 0.08% | 00.0% | 不變 |