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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 170,694 | $1,570 萬 | 0.18% | +170,694 | 新進 |
| Exencial Wealth Advisors, LLC | 168,535 | $1,551 萬 | 0.80% | −7,016−4.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 167,593 | $1,541 萬 | 0.30% | −10,278−5.8% | 減碼 |
| Bartlett & Co. LLC | 167,593 | $1,539 萬 | 0.30% | −10,278−5.8% | 減碼 |
| First Republic Investment Management, Inc. | 159,717 | $1,469 萬 | 0.03% | −6,724−4.0% | 減碼 |
| Bank of Montreal | 156,143 | $1,437 萬 | 0.01% | −3,297−2.1% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 154,293 | $1,420 萬 | 3.14% | −4,104−2.6% | 減碼 |
| Grandfield & Dodd, LLC | 153,601 | $1,413 萬 | 0.99% | +1,538+1.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 153,138 | $1,409 萬 | 0.15% | −4,981−3.2% | 減碼 |
| CORDA Investment Management, LLC. | 144,723 | $1,331 萬 | 1.06% | −22,246−13.3% | 減碼 |
| Somerville Kurt F | 144,390 | $1,328 萬 | 2.42% | +785+0.5% | 加碼 |
| Federated Hermes, Inc. | 142,906 | $1,315 萬 | 0.03% | +6,387+4.7% | 加碼 |
| Richard C. Young & CO., LTD. | 142,437 | $1,310 萬 | 1.80% | +1,671+1.2% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 140,685 | $1,294 萬 | 1.57% | −461−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 138,956 | $1,280 萬 | 0.02% | +3,167+2.3% | 加碼 |
| Grimes & Company, Inc. | 139,088 | $1,280 萬 | 0.52% | −3,603−2.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 137,579 | $1,266 萬 | 0.98% | +385+0.3% | 加碼 |
| Two Sigma Investments, LP | 137,347 | $1,264 萬 | 0.04% | −514,595−78.9% | 減碼 |
| Tekla Capital Management LLC | 136,225 | $1,253 萬 | 0.48% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 134,710 | $1,239 萬 | 3.26% | −250−0.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 133,051 | $1,224 萬 | 0.84% | −7,704−5.5% | 減碼 |
| National Bank of Canada | 133,445 | $1,224 萬 | 0.03% | −11,776−8.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 131,984 | $1,214 萬 | 0.03% | +131,984 | 新進 |
| CIBC World Markets Inc. | 129,936 | $1,195 萬 | 0.04% | −1,642−1.2% | 減碼 |
| NewEdge Wealth, LLC | 126,529 | $1,164 萬 | 0.44% | +13,847+12.3% | 加碼 |
| Euro Pacific Asset Management, LLC | 124,140 | $1,143 萬 | 2.45% | +269+0.2% | 加碼 |
| United Capital Financial Advisers, LLC | 123,861 | $1,140 萬 | 0.06% | −3,521−2.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 123,232 | $1,134 萬 | 0.18% | −6,696−5.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 118,903 | $1,112 萬 | 1.35% | +5,704+5.0% | 加碼 |
| Nichols & Pratt Advisers LLP | 118,181 | $1,087 萬 | 0.84% | −39,587−25.1% | 減碼 |
| Captrust Financial Advisors | 114,347 | $1,052 萬 | 0.05% | +4,285+3.9% | 加碼 |
| ProVise Management Group, LLC | 113,609 | $1,045 萬 | 1.00% | +567+0.5% | 加碼 |
| Bahl & Gaynor Inc | 106,305 | $978.0 萬 | 0.05% | −1,196−1.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 106,277 | $977.7 萬 | 0.09% | +106,277 | 新進 |
| Ingalls & Snyder LLC | 106,026 | $975.4 萬 | 0.50% | +420+0.4% | 加碼 |
| Tower Bridge Advisors | 105,649 | $972.0 萬 | 0.80% | −2,471−2.3% | 減碼 |
| Ethic Inc. | 101,103 | $930.1 萬 | 0.38% | −2,691−2.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 99,790 | $918.1 萬 | 0.42% | +5,156+5.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 98,092 | $902.4 萬 | 0.38% | −3,779−3.7% | 減碼 |
| Tweedy, Browne Co LLC | 97,828 | $900.0 萬 | 0.49% | −1,078−1.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 97,578 | $897.7 萬 | 0.07% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 97,502 | $897.1 萬 | 0.00% | +3,673+3.9% | 加碼 |
| CWM, LLC | 95,308 | $876.8 萬 | 0.06% | −2,177−2.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 94,843 | $872.6 萬 | 0.00% | +376+0.4% | 加碼 |
| American Assets Investment Management, LLC | 93,610 | $861.2 萬 | 0.99% | 00.0% | 不變 |
| Optiver Holding B.V. | 92,697 | $852.8 萬 | 0.39% | −298,790−76.3% | 減碼 |
| Mercer Global Advisors Inc | 92,018 | $846.6 萬 | 0.04% | −4,258−4.4% | 減碼 |
| Gabelli Funds LLC | 89,500 | $823.4 萬 | 0.06% | 00.0% | 不變 |
| Blair William & Co | 88,764 | $816.6 萬 | 0.03% | −1,956−2.2% | 減碼 |
| Investment House LLC | 84,235 | $775.0 萬 | 0.64% | −522−0.6% | 減碼 |
| Banco Santander, S.A. | 84,209 | $774.7 萬 | 0.11% | −55,970−39.9% | 減碼 |
| Zevin Asset Management LLC | 82,538 | $759.4 萬 | 1.55% | −7,350−8.2% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 82,165 | $755.9 萬 | 1.88% | −339−0.4% | 減碼 |
| Mengis Capital Management, Inc. | 81,868 | $753.2 萬 | 1.59% | −390−0.5% | 減碼 |
| Live Oak Private Wealth LLC | 81,486 | $749.7 萬 | 1.55% | +6,006+8.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 80,829 | $743.6 萬 | 0.05% | −4,505−5.3% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 80,413 | $739.8 萬 | 2.35% | +172+0.2% | 加碼 |
| Cohen Capital Management, Inc. | 80,148 | $737.4 萬 | 1.49% | −368−0.5% | 減碼 |
| Puzo Michael J | 79,761 | $733.8 萬 | 2.45% | +1,962+2.5% | 加碼 |
| TCW Group Inc | 76,260 | $701.6 萬 | 0.09% | +4,079+5.7% | 加碼 |
| Moreno Evelyn V | 75,601 | $695.5 萬 | 1.58% | +4,004+5.6% | 加碼 |
| New York State Common Retirement Fund | 75,211 | $691.9 萬 | 0.01% | −5,005−6.2% | 減碼 |
| Welch & Forbes LLC | 75,020 | $690.2 萬 | 0.12% | −4,771−6.0% | 減碼 |
| MML Investors Services, LLC | 72,568 | $667.6 萬 | 0.05% | −5,807−7.4% | 減碼 |
| Baird Financial Group, Inc. | 71,639 | $659.1 萬 | 0.02% | −1,301−1.8% | 減碼 |
| Altrius Capital Management Inc | 71,262 | $655.6 萬 | 2.00% | +3,978+5.9% | 加碼 |
| Country Club Bank | 69,502 | $636.5 萬 | 0.52% | +33,585+93.5% | 加碼 |
| Camden National Bank | 68,701 | $632.0 萬 | 1.28% | +519+0.8% | 加碼 |
| Fifth Third Bancorp | 66,336 | $610.3 萬 | 0.03% | −1,058−1.6% | 減碼 |
| Timber Creek Capital Management LLC | 65,533 | $602.9 萬 | 2.15% | −2,631−3.9% | 減碼 |
| Trustmark National Bank Trust Department | 64,259 | $591.2 萬 | 0.54% | +64,259 | 新進 |
| Pinnacle Associates Ltd | 63,771 | $586.7 萬 | 0.12% | −829−1.3% | 減碼 |
| Brown Brothers Harriman & Co | 63,738 | $586.4 萬 | 0.05% | −7,277−10.2% | 減碼 |
| Dearborn Partners LLC | 63,083 | $580.4 萬 | 0.23% | −100.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 62,490 | $574.9 萬 | 0.01% | −83−0.1% | 減碼 |
| Osterweis Capital Management Inc | – | $574.8 萬 | 0.39% | – | – |
| Cetera Advisor Networks LLC | 62,354 | $573.7 萬 | 0.04% | +365+0.6% | 加碼 |
| Trust Co of Vermont | 61,785 | $568.4 萬 | 0.40% | −608−1.0% | 減碼 |
| Rathbone Brothers plc | 61,742 | $568.0 萬 | 0.06% | −4,643−7.0% | 減碼 |
| Gluskin Sheff & Assoc Inc | 61,628 | $567.0 萬 | 0.31% | +20,500+49.8% | 加碼 |
| Ritholtz Wealth Management | 60,816 | $559.5 萬 | 0.28% | −6,629−9.8% | 減碼 |
| Greenwood Gearhart Inc | 60,763 | $559.0 萬 | 0.71% | −54,632−47.3% | 減碼 |
| Sphera Funds Management Ltd. | 60,000 | $552.0 萬 | 1.20% | +60,000 | 新進 |
| Old Mission Capital LLC | 57,892 | $532.6 萬 | 0.16% | −29,626−33.9% | 減碼 |
| Seven Eight Capital, LP | 57,388 | $528.0 萬 | 1.10% | +57,388 | 新進 |
| Sawtooth Solutions, LLC | 56,984 | $524.3 萬 | 0.14% | +8,509+17.6% | 加碼 |
| FDx Advisors, Inc. | 57,787 | $524.2 萬 | 0.23% | 00.0% | 不變 |
| Fiduciary Trust Co | 55,324 | $509.0 萬 | 0.09% | −1,742−3.1% | 減碼 |
| Narwhal Capital Management | 55,173 | $507.6 萬 | 0.64% | −106−0.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 54,333 | $499.9 萬 | 0.21% | +49,721+1,078.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 54,239 | $499.0 萬 | 0.02% | −2,065−3.7% | 減碼 |
| Garland Capital Management Inc | 53,885 | $495.7 萬 | 3.37% | −3,035−5.3% | 減碼 |
| Bleakley Financial Group, LLC | 53,096 | $488.5 萬 | 0.16% | +5,249+11.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 53,081 | $488.3 萬 | 2.56% | +3,845+7.8% | 加碼 |
| Baldwin Brothers Inc | 52,735 | $485.2 萬 | 0.42% | +227+0.4% | 加碼 |
| Prentiss Smith & Co Inc | 52,649 | $484.4 萬 | 3.59% | −629−1.2% | 減碼 |
| Mar Vista Investment Partners LLC | 51,661 | $475.3 萬 | 0.21% | +1,582+3.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 51,510 | $473.9 萬 | 0.84% | +348+0.7% | 加碼 |
| Pittenger & Anderson Inc | 50,820 | $467.5 萬 | 0.24% | −3,250−6.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 49,781 | $458.0 萬 | 0.20% | +96+0.2% | 加碼 |