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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 49,563 | $500.1 萬 | 0.17% | +49,563 | 新進 |
| Farmers & Merchants Investments Inc | 49,485 | $499.4 萬 | 0.19% | +2,203+4.7% | 加碼 |
| Wetherby Asset Management Inc | 48,970 | $494.2 萬 | 0.27% | +4,062+9.0% | 加碼 |
| Liontrust Investment Partners LLP | 48,742 | $491.9 萬 | 0.07% | −169,222−77.6% | 減碼 |
| JustInvest LLC | 48,070 | $485.1 萬 | 0.15% | +5,672+13.4% | 加碼 |
| Whittier Trust Co | 47,549 | $479.8 萬 | 0.08% | −786−1.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 46,450 | $468.7 萬 | 0.18% | −3,331−6.7% | 減碼 |
| Jones Financial Companies LLLP | 45,625 | $460.4 萬 | 0.01% | −2,319−4.8% | 減碼 |
| Auto-Owners Insurance Co | 45,143 | $455.5 萬 | 0.15% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 44,658 | $450.6 萬 | 0.14% | −8,438−15.9% | 減碼 |
| Sawtooth Solutions, LLC | 44,623 | $450.3 萬 | 0.12% | −12,361−21.7% | 減碼 |
| Squarepoint Ops LLC | 44,064 | $444.6 萬 | 0.02% | +26,862+156.2% | 加碼 |
| Smithbridge Asset Management Inc | 43,887 | $442.9 萬 | 1.04% | +1,890+4.5% | 加碼 |
| Y.D. More Investments Ltd | 43,806 | $442.0 萬 | 1.12% | 00.0% | 不變 |
| Delaney Dennis R | 43,763 | $441.6 萬 | 2.69% | +11,092+34.0% | 加碼 |
| Atria Investments LLC | 43,465 | $438.5 萬 | 0.08% | −2,756−6.0% | 減碼 |
| Glassy Mountain Advisors, Inc. | 43,332 | $437.3 萬 | 1.95% | +43,332 | 新進 |
| Notis-McConarty Edward | 42,991 | $433.8 萬 | 1.65% | −250−0.6% | 減碼 |
| Guardian Capital Advisors LP | 44,229 | $432.1 萬 | 0.49% | −1,624−3.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 42,694 | $430.8 萬 | 0.67% | −1,008−2.3% | 減碼 |
| Woodmont Investment Counsel LLC | 42,614 | $430.0 萬 | 0.45% | −354−0.8% | 減碼 |
| Beck Bode, LLC | 42,311 | $425.2 萬 | 1.03% | +42,311 | 新進 |
| Carret Asset Management, LLC | 42,091 | $424.7 萬 | 0.56% | −962−2.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 41,135 | $415.1 萬 | 0.06% | +29,404+250.7% | 加碼 |
| Hayek Kallen Investment Management | 41,007 | $413.8 萬 | 1.76% | +1,819+4.6% | 加碼 |
| Cardinal Capital Management | 40,879 | $412.5 萬 | 0.83% | −564−1.4% | 減碼 |
| Scotia Capital Inc. | 40,842 | $412.1 萬 | 0.03% | −1,671−3.9% | 減碼 |
| Fairfield, Bush & Co. | 40,836 | $412.1 萬 | 1.13% | −375−0.9% | 減碼 |
| Advisory Services Network, LLC | 40,506 | $408.8 萬 | 0.11% | +4,472+12.4% | 加碼 |
| Private Advisor Group, LLC | 38,191 | $390.9 萬 | 0.03% | −531−1.4% | 減碼 |
| Yousif Capital Management, LLC | 38,348 | $387.0 萬 | 0.05% | −2,136−5.3% | 減碼 |
| Logan Capital Management Inc | 38,302 | $386.5 萬 | 0.19% | −1,056−2.7% | 減碼 |
| Beach Investment Counsel Inc | 38,280 | $386.3 萬 | 0.46% | −1,415−3.6% | 減碼 |
| Keybank National Association | 37,746 | $380.9 萬 | 0.02% | −3,682−8.9% | 減碼 |
| Bradley Foster & Sargent Inc | 37,429 | $377.7 萬 | 0.08% | −250−0.7% | 減碼 |
| Davenport & Co LLC | 37,208 | $375.5 萬 | 0.03% | −3,407−8.4% | 減碼 |
| Patten & Patten Inc | 36,900 | $372.4 萬 | 0.31% | +457+1.3% | 加碼 |
| Advisors Capital Management, LLC | 35,542 | $358.7 萬 | 0.09% | +1,127+3.3% | 加碼 |
| Providence Capital Advisors, LLC | 35,214 | $355.4 萬 | 0.90% | +518+1.5% | 加碼 |
| Catalyst Capital Advisors LLC | 35,089 | $354.1 萬 | 0.10% | −4,500−11.4% | 減碼 |
| Argent Trust Co | 34,921 | $352.4 萬 | 0.19% | −840−2.3% | 減碼 |
| Glenmede Trust Co NA | 38,173 | $351.2 萬 | 0.02% | 00.0% | 不變 |
| Perennial Advisors, LLC | 34,608 | $349.2 萬 | 0.89% | −740−2.1% | 減碼 |
| Azzad Asset Management Inc | 34,322 | $346.3 萬 | 0.47% | +162+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 33,964 | $342.7 萬 | 0.05% | +6,620+24.2% | 加碼 |
| WealthTrust Axiom LLC | 33,190 | $334.9 萬 | 1.11% | −100.0% | 減碼 |
| We Are One Seven, LLC | 32,917 | $332.2 萬 | 0.30% | −1,301−3.8% | 減碼 |
| Chesley Taft & Associates LLC | 32,837 | $331.4 萬 | 0.20% | −500−1.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 32,422 | $330.1 萬 | 0.54% | +15,978+97.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 31,285 | $326.0 萬 | 0.07% | +1,207+4.0% | 加碼 |
| Alliancebernstein L.P. | 32,207 | $325.0 萬 | 0.00% | +6,328+24.5% | 加碼 |
| Brinker Capital Investments, LLC | 31,928 | $322.2 萬 | 0.03% | +3,088+10.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 31,928 | $322.2 萬 | 0.03% | +3,088+10.7% | 加碼 |
| Summit Global Investments | 31,639 | $319.3 萬 | 0.21% | +1,186+3.9% | 加碼 |
| Russell Investments Group, Ltd. | 31,373 | $316.6 萬 | 0.01% | −17,893−36.3% | 減碼 |
| Trexquant Investment LP | 31,342 | $316.3 萬 | 0.08% | +6,931+28.4% | 加碼 |
| Haverford Trust Co | 31,319 | $316.0 萬 | 0.04% | −2,397−7.1% | 減碼 |
| FORA Capital, LLC | 31,299 | $315.8 萬 | 0.45% | +1,259+4.2% | 加碼 |
| Signaturefd, LLC | 31,024 | $313.1 萬 | 0.08% | +2,341+8.2% | 加碼 |
| Naviter Wealth, LLC | 30,634 | $309.1 萬 | 0.79% | +4,001+15.0% | 加碼 |
| Hantz Financial Services, Inc. | 30,564 | $308.4 萬 | 0.08% | +1,218+4.2% | 加碼 |
| Oppenheimer & Co Inc | 30,414 | $306.9 萬 | 0.06% | −646−2.1% | 減碼 |
| AMG National Trust Bank | 30,223 | $305.0 萬 | 0.10% | −1,576−5.0% | 減碼 |
| WCG Wealth Advisors LLC | 30,016 | $302.9 萬 | 0.35% | +3,489+13.2% | 加碼 |
| Everett Harris & Co | 29,919 | $301.9 萬 | 0.05% | −1,400−4.5% | 減碼 |
| FDx Advisors, Inc. | 29,664 | $299.3 萬 | 0.16% | −28,123−48.7% | 減碼 |
| Capital World Investors | 30,032 | $298.4 萬 | 0.00% | +278+0.9% | 加碼 |
| Rhumbline Advisers | 29,286 | $295.5 萬 | 0.00% | +29,286 | 新進 |
| Moors & Cabot, Inc. | 29,042 | $293.1 萬 | 0.19% | −1,005−3.3% | 減碼 |
| Naples Global Advisors, LLC | 29,024 | $292.9 萬 | 0.34% | −375−1.3% | 減碼 |
| Cubic Asset Management, LLC | 28,948 | $292.1 萬 | 0.79% | −1,810−5.9% | 減碼 |
| apricus wealth, LLC | 29,496 | $291.8 萬 | 2.57% | −45−0.2% | 減碼 |
| Arvest Trust Co N A | 27,574 | $289.3 萬 | 0.17% | −1,665−5.7% | 減碼 |
| Park Avenue Securities LLC | 28,641 | $289.0 萬 | 0.05% | +5,016+21.2% | 加碼 |
| Northeast Investment Management | 28,574 | $288.3 萬 | 0.16% | +54+0.2% | 加碼 |
| TownSquare Capital, LLC | 28,225 | $284.8 萬 | 0.05% | +14,852+111.1% | 加碼 |
| Peapack Gladstone Financial Corp | 28,190 | $284.4 萬 | 0.05% | −23−0.1% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,140 | $284.0 萬 | 2.43% | 00.0% | 不變 |
| Kidder Stephen W | 28,085 | $283.4 萬 | 0.93% | +90+0.3% | 加碼 |
| National Asset Management, Inc. | 28,024 | $282.8 萬 | 0.06% | +1,833+7.0% | 加碼 |
| Fort Pitt Capital Group, LLC | 27,985 | $282.4 萬 | 0.10% | +2,960+11.8% | 加碼 |
| Mirabella Financial Services LLP | 27,826 | $280.8 萬 | 0.33% | −33,132−54.4% | 減碼 |
| Hall Laurie J Trustee | 27,707 | $279.6 萬 | 1.11% | +50.0% | 加碼 |
| Boston Partners | 27,690 | $279.4 萬 | 0.00% | 00.0% | 不變 |
| Beacon Financial Group | 28,093 | $279.1 萬 | 0.38% | −1,241−4.2% | 減碼 |
| Broderick Brian C | 27,590 | $278.4 萬 | 0.73% | −360−1.3% | 減碼 |
| Voya Investment Management LLC | 27,435 | $276.8 萬 | 0.00% | +17,600+179.0% | 加碼 |
| AE Wealth Management LLC | 27,295 | $275.4 萬 | 0.02% | −751−2.7% | 減碼 |
| Integrated Wealth Concepts LLC | 27,226 | $274.7 萬 | 0.05% | +900+3.4% | 加碼 |
| First Hawaiian Bank | 27,081 | $273.3 萬 | 0.09% | −6,762−20.0% | 減碼 |
| Telos Capital Management, Inc. | 26,574 | $268.2 萬 | 0.36% | −762−2.8% | 減碼 |
| Advisor Partners II, LLC | 26,343 | $265.8 萬 | 0.12% | +619+2.4% | 加碼 |
| Synergy Financial Management, LLC | 25,944 | $261.8 萬 | 0.65% | +25,944 | 新進 |
| Atria Wealth Solutions, Inc. | 25,362 | $255.9 萬 | 0.03% | +255+1.0% | 加碼 |
| Forum Financial Management, LP | 25,215 | $254.4 萬 | 0.06% | +1,374+5.8% | 加碼 |
| Bokf, NA | 25,152 | $253.8 萬 | 0.05% | −2,145−7.9% | 減碼 |
| Connolly Sarah T. | 25,141 | $253.7 萬 | 1.53% | −52−0.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 25,056 | $252.8 萬 | 0.09% | −244−1.0% | 減碼 |
| Cohen Lawrence B | 25,014 | $252.4 萬 | 1.62% | −118−0.5% | 減碼 |
| Tealwood Asset Management Inc | 24,856 | $250.8 萬 | 1.22% | −355−1.4% | 減碼 |