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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 5,933 | $59.9 萬 | 0.01% | +736+14.2% | 加碼 |
| Cohen Klingenstein LLC | 6,000 | $60.5 萬 | 0.03% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,021 | $60.8 萬 | 0.02% | +71+1.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 6,038 | $60.9 萬 | 0.06% | −456−7.0% | 減碼 |
| Thomasville National Bank | 6,044 | $61.0 萬 | 0.06% | −80−1.3% | 減碼 |
| Schulhoff & Co Inc | 6,051 | $61.1 萬 | 0.28% | +4+0.1% | 加碼 |
| Gradient Investments LLC | 6,054 | $61.1 萬 | 0.02% | −211−3.4% | 減碼 |
| Keystone Financial Services | 6,055 | $61.1 萬 | 0.31% | +30.0% | 加碼 |
| Juncture Wealth Strategies, LLC | 6,098 | $61.5 萬 | 0.29% | −102−1.6% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 6,240 | $61.6 萬 | 0.03% | +102+1.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,137 | $61.9 萬 | 0.02% | +58+1.0% | 加碼 |
| BDO Wealth Advisors, LLC | 6,146 | $62.0 萬 | 0.07% | +86+1.4% | 加碼 |
| BancorpSouth Bank | 6,199 | $62.6 萬 | 0.05% | −80−1.3% | 減碼 |
| Walter & Keenan Financial Consulting Co | 6,224 | $62.8 萬 | 0.23% | 00.0% | 不變 |
| CFO4Life Group, LLC | 6,265 | $63.2 萬 | 0.14% | +523+9.1% | 加碼 |
| Oarsman Capital, Inc. | 6,282 | $63.4 萬 | 0.28% | −195−3.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,373 | $64.3 萬 | 0.08% | +6,373 | 新進 |
| E&G Advisors, LP | 6,398 | $64.6 萬 | 0.23% | +100+1.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,431 | $64.9 萬 | 0.15% | +40+0.6% | 加碼 |
| Dillon & Associates Inc | 6,424 | $64.9 萬 | 0.12% | −80−1.2% | 減碼 |
| Jeppson Wealth Management, LLC | 6,477 | $65.4 萬 | 0.28% | −405−5.9% | 減碼 |
| NTV Asset Management LLC | 6,493 | $65.5 萬 | 0.11% | −310−4.6% | 減碼 |
| Fulton Bank, N.A. | 6,535 | $65.9 萬 | 0.03% | +424+6.9% | 加碼 |
| Colonial River Wealth Management, LLC | 6,547 | $66.1 萬 | 0.43% | +6,547 | 新進 |
| J.W. Cole Advisors, Inc. | 6,577 | $66.4 萬 | 0.05% | +121+1.9% | 加碼 |
| 1832 Asset Management L.P. | 6,662 | $67.2 萬 | 0.00% | −4,500−40.3% | 減碼 |
| Radnor Capital Management, LLC | 6,675 | $67.4 萬 | 0.29% | +6,675 | 新進 |
| Berkeley Capital Partners, LLC | 6,696 | $67.6 萬 | 0.24% | −9,857−59.5% | 減碼 |
| Advisory Resource Group | 6,743 | $68.0 萬 | 0.19% | −829−10.9% | 減碼 |
| PDS Planning, Inc | 6,754 | $68.2 萬 | 0.09% | +1,524+29.1% | 加碼 |
| Essex Financial Services, Inc. | 6,756 | $68.2 萬 | 0.08% | −741−9.9% | 減碼 |
| Grant/GrossMendelsohn, LLC | 7,025 | $68.3 萬 | 0.28% | +7,025 | 新進 |
| OmniStar Financial Group, Inc. | 6,778 | $68.4 萬 | 0.80% | −854−11.2% | 減碼 |
| Jacobi Capital Management LLC | 6,821 | $68.8 萬 | 0.08% | +27+0.4% | 加碼 |
| Tiaa, FSB | 6,930 | $69.9 萬 | 0.00% | −24−0.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,938 | $70.0 萬 | 0.02% | 00.0% | 不變 |
| Adviser Investments LLC | 6,950 | $70.1 萬 | 0.02% | +6,950 | 新進 |
| Wedbush Securities Inc | 6,956 | $70.2 萬 | 0.03% | −363−5.0% | 減碼 |
| Dakota Wealth Management | 7,032 | $71.0 萬 | 0.03% | −111−1.6% | 減碼 |
| BSW Wealth Partners | 7,036 | $71.0 萬 | 0.15% | −125−1.7% | 減碼 |
| St. Clair Advisors, LLC | 7,092 | $71.6 萬 | 0.28% | +901+14.6% | 加碼 |
| Sigma Planning Corp | 7,137 | $72.0 萬 | 0.03% | −589−7.6% | 減碼 |
| BKD Wealth Advisors, LLC | 7,183 | $72.5 萬 | 0.02% | +2,608+57.0% | 加碼 |
| Mather Group, LLC. | 7,183 | $72.5 萬 | 0.01% | +589+8.9% | 加碼 |
| Sage Rhino Capital LLC | 7,190 | $72.6 萬 | 0.20% | +267+3.9% | 加碼 |
| Harbour Investments, Inc. | 7,197 | $72.6 萬 | 0.04% | −284−3.8% | 減碼 |
| Lazard Asset Management LLC | 7,224 | $72.8 萬 | 0.00% | +735+11.3% | 加碼 |
| Graypoint LLC | 7,282 | $73.5 萬 | 0.07% | −605−7.7% | 減碼 |
| Ascent Group, LLC | 7,131 | $73.5 萬 | 0.08% | −98−1.4% | 減碼 |
| Freestone Capital Holdings, LLC | 7,285 | $73.5 萬 | 0.03% | −1,757−19.4% | 減碼 |
| Stephens Inc | 7,301 | $73.7 萬 | 0.01% | −47−0.6% | 減碼 |
| Fort Sheridan Advisors LLC | 7,363 | $74.3 萬 | 0.17% | +1,756+31.3% | 加碼 |
| Valeo Financial Advisors, LLC | 7,363 | $74.3 萬 | 0.03% | +602+8.9% | 加碼 |
| Valmark Advisers, Inc. | 7,403 | $74.7 萬 | 0.02% | −202−2.7% | 減碼 |
| Ruggaard & Associates LLC | 7,412 | $74.8 萬 | 0.44% | +90+1.2% | 加碼 |
| Thornburg Investment Management Inc | 7,412 | $74.8 萬 | 0.01% | 00.0% | 不變 |
| Lantz Financial LLC | 7,422 | $74.9 萬 | 0.29% | −384−4.9% | 減碼 |
| Modera Wealth Management, LLC | 7,458 | $75.3 萬 | 0.01% | +3,200+75.2% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 7,464 | $75.3 萬 | 0.18% | +118+1.6% | 加碼 |
| Colony Group LLC | 7,489 | $75.6 萬 | 0.01% | −85−1.1% | 減碼 |
| TD Waterhouse Canada Inc. | 7,446 | $76.4 萬 | 0.01% | +86+1.2% | 加碼 |
| Armor Investment Advisors, LLC | 7,623 | $76.9 萬 | 0.47% | −668−8.1% | 減碼 |
| Romano Brothers and Company | 7,631 | $77.0 萬 | 0.11% | +10.0% | 加碼 |
| Marotta Asset Management | 7,741 | $78.1 萬 | 0.17% | +7,741 | 新進 |
| Davidson Trust Co | 7,788 | $78.6 萬 | 0.57% | +1,735+28.7% | 加碼 |
| Burns J W & Co Inc | 7,814 | $78.9 萬 | 0.13% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 7,832 | $79.0 萬 | 0.15% | +2,246+40.2% | 加碼 |
| EP Wealth Advisors, LLC | 28,248 | $79.5 萬 | 0.01% | +8,988+46.7% | 加碼 |
| Anchor Investment Management, LLC | 7,884 | $79.6 萬 | 0.10% | 00.0% | 不變 |
| Bangor Savings Bank | 7,923 | $80.0 萬 | 0.09% | +475+6.4% | 加碼 |
| Epoch Investment Partners, Inc. | 7,930 | $80.0 萬 | 0.00% | −855−9.7% | 減碼 |
| Covenant Partners, LLC | 7,975 | $80.5 萬 | 0.29% | +126+1.6% | 加碼 |
| Lee Danner & Bass Inc | 7,980 | $80.5 萬 | 0.07% | −33−0.4% | 減碼 |
| Mission Wealth Management, LP | 8,029 | $81.0 萬 | 0.03% | +6+0.1% | 加碼 |
| Central Trust Co | 8,082 | $81.6 萬 | 0.02% | +355+4.6% | 加碼 |
| Means Investment Co., Inc. | 8,083 | $81.6 萬 | 0.13% | +23+0.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,106 | $81.8 萬 | 0.06% | +250+3.2% | 加碼 |
| Boston Financial Mangement LLC | 8,123 | $82.0 萬 | 0.03% | +4,578+129.1% | 加碼 |
| Cypress Asset Management Inc | 8,128 | $82.0 萬 | 0.26% | −150−1.8% | 減碼 |
| Cable Hill Partners, LLC | 8,141 | $82.2 萬 | 0.11% | +731+9.9% | 加碼 |
| Elmwood Wealth Management, Inc. | 8,149 | $82.2 萬 | 0.38% | −506−5.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,167 | $82.4 萬 | 0.05% | −64−0.8% | 減碼 |
| Kingsview Wealth Management, LLC | 8,168 | $82.4 萬 | 0.03% | +1,077+15.2% | 加碼 |
| Klingenstein Fields & Co LP | 8,243 | $83.2 萬 | 0.04% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,245 | $83.2 萬 | 0.01% | −625−7.0% | 減碼 |
| Rosenbaum Jay D. | 8,255 | $83.3 萬 | 1.34% | +306+3.8% | 加碼 |
| Montag A & Associates Inc | 8,267 | $83.4 萬 | 0.05% | +99+1.2% | 加碼 |
| DGS Capital Management, LLC | 8,284 | $83.6 萬 | 0.42% | −138−1.6% | 減碼 |
| Liberty One Investment Management, LLC | 8,308 | $83.8 萬 | 0.11% | −2,208−21.0% | 減碼 |
| Flputnam Investment Management Co | 8,322 | $84.0 萬 | 0.02% | +2,606+45.6% | 加碼 |
| Hilltop Holdings Inc. | 8,339 | $84.1 萬 | 0.10% | +782+10.3% | 加碼 |
| West Family Investments, Inc. | 8,402 | $84.8 萬 | 0.33% | +562+7.2% | 加碼 |
| Continuum Advisory, LLC | 8,455 | $85.3 萬 | 0.14% | +697+9.0% | 加碼 |
| Banco de Sabadell, S.A | 8,473 | $85.4 萬 | 0.69% | −44−0.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 8,485 | $85.6 萬 | 0.01% | −72−0.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 8,538 | $86.2 萬 | 0.06% | +359+4.4% | 加碼 |
| Mill Capital Management, LLC | 8,559 | $86.4 萬 | 0.08% | 00.0% | 不變 |
| Financial Architects, Inc | 8,679 | $87.6 萬 | 0.13% | −128−1.5% | 減碼 |
| Wolverine Trading, LLC | 8,823 | $87.7 萬 | 0.01% | −1,306−12.9% | 減碼 |
| Lincoln National Corp | 8,784 | $88.6 萬 | 0.02% | +689+8.5% | 加碼 |