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 2 季 13F 持有人
Novartis AG 在 2023/6/30 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
- 1,203
- 較 2023 年第 1 季 +31 家
- 持有股數
- 1.48 億
- 較 2023 年第 1 季 −2,325 萬 (−13.5%)
- 總市值
- $149.5 億
- 較 2023 年第 1 季 −$2.28 億 (−1.5%)
- 新進機構
- 100
- 另有 341 家加碼
- 清倉機構
- 69
- 另有 474 家減碼
另有 10 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 4,168 | $42.1 萬 | 0.08% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,200 | $42.4 萬 | 0.01% | −85−2.0% | 減碼 |
| Beck Mack & Oliver LLC | 4,200 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Kenfarb & Co. | 4,200 | $42.4 萬 | 0.37% | 00.0% | 不變 |
| First Foundation Advisors | 4,236 | $42.7 萬 | 0.02% | −420−9.0% | 減碼 |
| Helen Stephens Group, LLC | 4,238 | $42.8 萬 | 0.22% | −12−0.3% | 減碼 |
| Beddow Capital Management Inc | 4,240 | $42.8 萬 | 0.22% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,247 | $42.9 萬 | 0.04% | −1,200−22.0% | 減碼 |
| Violich Capital Management, Inc. | 4,250 | $42.9 萬 | 0.07% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,261 | $43.0 萬 | 0.02% | +716+20.2% | 加碼 |
| Cypress Capital Group | 4,287 | $43.3 萬 | 0.06% | −71−1.6% | 減碼 |
| Independent Advisor Alliance | 4,306 | $43.4 萬 | 0.02% | −194−4.3% | 減碼 |
| Busey Wealth Management | 4,313 | $43.5 萬 | 0.02% | −300−6.5% | 減碼 |
| Institute for Wealth Management, LLC. | 4,334 | $43.7 萬 | 0.08% | −165−3.7% | 減碼 |
| Rossmore Private Capital | 4,361 | $44.0 萬 | 0.07% | −1,374−24.0% | 減碼 |
| Regatta Capital Group, LLC | 4,367 | $44.1 萬 | 0.14% | +209+5.0% | 加碼 |
| GSB Wealth Management, LLC | 4,373 | $44.1 萬 | 0.14% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 4,375 | $44.1 萬 | 0.22% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 4,376 | $44.2 萬 | 0.03% | +147+3.5% | 加碼 |
| Circle Wealth Management, LLC | 4,381 | $44.2 萬 | 0.06% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,394 | $44.3 萬 | 0.02% | +499+12.8% | 加碼 |
| Resources Investment Advisors, LLC. | 4,415 | $44.6 萬 | 0.01% | −9,099−67.3% | 減碼 |
| Drive Wealth Management, LLC | 4,427 | $44.7 萬 | 0.17% | −410−8.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,445 | $44.9 萬 | 0.09% | +153+3.6% | 加碼 |
| Aaron Wealth Advisors | 4,446 | $44.9 萬 | 0.06% | +933+26.6% | 加碼 |
| Sit Investment Associates Inc | 4,450 | $44.9 萬 | 0.01% | −2,415−35.2% | 減碼 |
| Washington Trust Co | 4,455 | $45.0 萬 | 0.02% | 00.0% | 不變 |
| Pitcairn Co | 4,475 | $45.2 萬 | 0.04% | +698+18.5% | 加碼 |
| Clear Street Markets LLC | 4,523 | $45.5 萬 | 0.19% | +4,522+452,200.0% | 加碼 |
| Brighton Jones LLC | 4,517 | $45.6 萬 | 0.02% | +414+10.1% | 加碼 |
| Cannell Peter B & Co Inc | 4,524 | $45.7 萬 | 0.02% | −162−3.5% | 減碼 |
| D.B. Root & Company, LLC | 4,537 | $45.8 萬 | 0.17% | −3,826−45.7% | 減碼 |
| HB Wealth Management, LLC | 4,551 | $45.9 萬 | 0.01% | −144−3.1% | 減碼 |
| Nwam LLC | 4,571 | $46.1 萬 | 0.04% | +680+17.5% | 加碼 |
| Ieq Capital, LLC | 4,597 | $46.4 萬 | 0.01% | +1,607+53.7% | 加碼 |
| Diversified Trust Co | 4,603 | $46.4 萬 | 0.02% | −2,247−32.8% | 減碼 |
| Wesbanco Bank Inc | 4,633 | $46.7 萬 | 0.02% | −145−3.0% | 減碼 |
| Summit Financial, LLC | 4,637 | $46.8 萬 | 0.03% | +981+26.8% | 加碼 |
| Marino, Stram & Associates LLC | 4,639 | $46.8 萬 | 0.13% | +20.0% | 加碼 |
| Tranquilli Financial Advisor LLC | 4,640 | $46.8 萬 | 0.33% | +19+0.4% | 加碼 |
| Lindbrook Capital, LLC | 4,699 | $47.4 萬 | 0.05% | −63−1.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 4,724 | $47.7 萬 | 0.01% | −1,140−19.4% | 減碼 |
| Intellectus Partners, LLC | 4,726 | $47.7 萬 | 0.14% | −1,665−26.1% | 減碼 |
| Plancorp, LLC | 4,762 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 4,762 | $48.1 萬 | 0.01% | +117+2.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,773 | $48.2 萬 | 0.08% | +681+16.6% | 加碼 |
| Private Trust Co NA | 4,775 | $48.2 萬 | 0.06% | +664+16.2% | 加碼 |
| Sterling Manor Financial, LLC | 4,780 | $48.2 萬 | 0.41% | +4,780 | 新進 |
| Apollon Wealth Management, LLC | 4,787 | $48.3 萬 | 0.02% | +819+20.6% | 加碼 |
| Cullinan Associates Inc | 4,800 | $48.4 萬 | 0.03% | +200+4.3% | 加碼 |
| Leuthold Group, LLC | 4,824 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| Woodstock Corp | 4,862 | $49.1 萬 | 0.06% | −584−10.7% | 減碼 |
| Altfest L J & Co Inc | 4,893 | $49.4 萬 | 0.07% | −280−5.4% | 減碼 |
| Canal Capital Management, LLC | 4,904 | $49.5 萬 | 0.10% | 00.0% | 不變 |
| Smart Money Group LLC | 4,936 | $49.8 萬 | 0.24% | +596+13.7% | 加碼 |
| Veritable, L.P. | 4,939 | $49.8 萬 | 0.01% | +576+13.2% | 加碼 |
| Valley Brook Capital Group | 4,984 | $50.3 萬 | 0.46% | 00.0% | 不變 |
| First American Trust, FSB | 4,988 | $50.3 萬 | 0.07% | +106+2.2% | 加碼 |
| Stokes Family Office, LLC | 4,988 | $50.3 萬 | 0.06% | +1,072+27.4% | 加碼 |
| Hall Capital Management Co Inc | 4,993 | $50.4 萬 | 0.28% | −9−0.2% | 減碼 |
| Allen Investment Management LLC | 5,000 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $50.6 萬 | 0.29% | 00.0% | 不變 |
| North Star Asset Management Inc | 5,026 | $50.7 萬 | 0.03% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 5,034 | $50.8 萬 | 0.34% | 00.0% | 不變 |
| Berkshire Bank | 5,074 | $51.2 萬 | 0.14% | +88+1.8% | 加碼 |
| Forza Wealth Management, LLC | 5,119 | $51.7 萬 | 0.26% | −200−3.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,142 | $51.9 萬 | 0.06% | −68−1.3% | 減碼 |
| Northwest Capital Management Inc | 5,150 | $52.0 萬 | 0.22% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 5,165 | $52.1 萬 | 0.29% | −195−3.6% | 減碼 |
| Carr Financial Group Corp | 5,253 | $53.0 萬 | 0.21% | 00.0% | 不變 |
| First Affirmative Financial Network | 5,264 | $53.1 萬 | 0.53% | −230−4.2% | 減碼 |
| MMBG Investment Advisors Co. | 5,492 | $54.1 萬 | 0.07% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 5,410 | $54.6 萬 | 0.35% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 5,410 | $54.6 萬 | 0.44% | +16+0.3% | 加碼 |
| Salem Investment Counselors Inc | 5,416 | $54.7 萬 | 0.02% | +49+0.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 5,427 | $54.8 萬 | 0.04% | −1,620−23.0% | 減碼 |
| FourThought Financial Partners, LLC | 5,437 | $54.9 萬 | 0.07% | −955−14.9% | 減碼 |
| Penbrook Management LLC | 5,460 | $55.1 萬 | 0.40% | 00.0% | 不變 |
| Penserra Capital Management LLC | 5,493 | $55.4 萬 | 0.01% | +1,896+52.7% | 加碼 |
| Capital Wealth Planning, LLC | 5,493 | $55.4 萬 | 0.01% | +1,896+52.7% | 加碼 |
| Greenwood Gearhart Inc | 5,502 | $55.5 萬 | 0.06% | −55,261−90.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,508 | $55.6 萬 | 0.05% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 5,516 | $55.7 萬 | 0.09% | −60−1.1% | 減碼 |
| St Germain D J Co Inc | 5,530 | $55.8 萬 | 0.03% | +5,530 | 新進 |
| Phoenix Holdings Ltd. | 5,638 | $55.9 萬 | 0.01% | +5,638 | 新進 |
| Five Oceans Advisors | 5,546 | $56.0 萬 | 0.36% | 00.0% | 不變 |
| First City Capital Management, Inc. | 5,558 | $56.1 萬 | 0.33% | −200−3.5% | 減碼 |
| O'Brien Greene & Co. Inc | 5,574 | $56.3 萬 | 0.20% | 00.0% | 不變 |
| Capital Analysts, LLC | 5,589 | $56.4 萬 | 0.03% | +1,286+29.9% | 加碼 |
| Cordatus Wealth Management LLC | 5,605 | $56.6 萬 | 0.21% | +5,605 | 新進 |
| Wealthsource Partners, LLC | 5,622 | $56.7 萬 | 0.04% | −3,731−39.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,654 | $57.1 萬 | 0.17% | 00.0% | 不變 |
| Regions Financial Corp | 5,672 | $57.2 萬 | 0.00% | −691−10.9% | 減碼 |
| Hartford Investment Management Co | 5,687 | $57.4 萬 | 0.02% | +388+7.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 5,730 | $57.8 萬 | 0.11% | −725−11.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 340 | $57.9 萬 | 0.01% | −5,995−94.6% | 減碼 |
| Henry James International Management, Inc. | 5,776 | $58.3 萬 | 0.25% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,891 | $59.4 萬 | 0.12% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 5,914 | $59.7 萬 | 0.12% | −480−7.5% | 減碼 |
| Fox Run Management, L.L.C. | 5,915 | $59.7 萬 | 0.17% | +5,915 | 新進 |