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 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 | 1,625 | $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 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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 13,856 | $139.8 萬 | 0.05% | +2,767+25.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,801 | $139.3 萬 | 0.12% | +2,624+23.5% | 加碼 |
| AIMZ Investment Advisors, LLC | 13,728 | $138.5 萬 | 0.60% | −200−1.4% | 減碼 |
| World Equity Group, Inc. | 13,578 | $137.0 萬 | 0.40% | −142,712−91.3% | 減碼 |
| Marietta Investment Partners LLC | 13,382 | $135.0 萬 | 0.35% | +13,382 | 新進 |
| Evergreen Capital Management LLC | 13,243 | $133.6 萬 | 0.06% | +1,535+13.1% | 加碼 |
| TD Asset Management Inc | 13,214 | $133.3 萬 | 0.00% | −556−4.0% | 減碼 |
| Cetera Advisors LLC | 13,118 | $132.4 萬 | 0.02% | +30+0.2% | 加碼 |
| Prospera Financial Services Inc | 13,081 | $132.2 萬 | 0.05% | +2,018+18.2% | 加碼 |
| Boston Family Office LLC | 13,085 | $132.0 萬 | 0.10% | −1,803−12.1% | 減碼 |
| Privium Fund Management B.V. | 13,250 | $131.7 萬 | 0.38% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 13,019 | $131.4 萬 | 0.22% | −100−0.8% | 減碼 |
| Court Place Advisors, LLC | 12,995 | $131.1 萬 | 0.46% | −330−2.5% | 減碼 |
| Level Four Advisory Services, LLC | 12,926 | $130.4 萬 | 0.08% | +1,838+16.6% | 加碼 |
| Americana Partners, LLC | 12,917 | $130.3 萬 | 0.17% | −1,909−12.9% | 減碼 |
| Boit C F David | 12,800 | $129.2 萬 | 0.86% | 00.0% | 不變 |
| Acadian Asset Management LLC | 12,800 | $129.1 萬 | 0.01% | +12,800 | 新進 |
| Ellevest, Inc. | 12,742 | $128.6 萬 | 0.10% | +1,312+11.5% | 加碼 |
| Delphi Management Inc | 12,721 | $128.4 萬 | 1.35% | +12,721 | 新進 |
| Arnhold LLC | 12,636 | $127.5 萬 | 0.14% | 00.0% | 不變 |
| Eagle Asset Management Inc | 12,626 | $127.4 萬 | 0.01% | +3,328+35.8% | 加碼 |
| West Oak Capital, LLC | 12,608 | $127.2 萬 | 0.62% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 12,588 | $127.0 萬 | 0.23% | +5,284+72.3% | 加碼 |
| Mutual Advisors, LLC | 12,471 | $125.8 萬 | 0.05% | +3,232+35.0% | 加碼 |
| Choate Investment Advisors | 12,377 | $124.9 萬 | 0.05% | +504+4.2% | 加碼 |
| South State Corp. | 12,309 | $124.2 萬 | 0.11% | −1,984−13.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,277 | $123.9 萬 | 0.03% | −648−5.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,258 | $123.7 萬 | 0.02% | +116+1.0% | 加碼 |
| Umb Bank N A | 12,226 | $123.4 萬 | 0.02% | −108−0.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 12,200 | $123.1 萬 | 0.03% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 12,085 | $121.9 萬 | 0.12% | +169+1.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 12,000 | $121.1 萬 | 0.89% | −650−5.1% | 減碼 |
| XML Financial, LLC | 11,994 | $121.0 萬 | 0.14% | −575−4.6% | 減碼 |
| First Horizon Advisors, Inc. | 11,972 | $120.8 萬 | 0.04% | +103+0.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 11,947 | $120.6 萬 | 0.04% | −28−0.2% | 減碼 |
| LCNB Corp | 11,944 | $120.5 萬 | 0.51% | +373+3.2% | 加碼 |
| Strategic Global Advisors, LLC | 11,846 | $119.5 萬 | 0.18% | −234−1.9% | 減碼 |
| Welch Group, LLC | 11,793 | $119.0 萬 | 0.07% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 11,790 | $119.0 萬 | 0.33% | +11,790 | 新進 |
| Lido Advisors, LLC | 11,779 | $118.9 萬 | 0.01% | +4,469+61.1% | 加碼 |
| Qtron Investments LLC | 11,755 | $118.6 萬 | 0.23% | +6,454+121.8% | 加碼 |
| Abbrea Capital, LLC | 11,756 | $118.6 萬 | 0.18% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,683 | $117.9 萬 | 0.08% | 00.0% | 不變 |
| Engineers Gate Manager LP | 11,656 | $117.6 萬 | 0.04% | +11,656 | 新進 |
| Bryn Mawr Trust Co | 11,653 | $117.6 萬 | 0.05% | −334−2.8% | 減碼 |
| McDaniel Terry & Co | 11,511 | $116.2 萬 | 0.12% | −12−0.1% | 減碼 |
| Ativo Capital Management LLC | 11,494 | $116.0 萬 | 1.22% | −663−5.5% | 減碼 |
| Greenwich Wealth Management LLC | 11,476 | $115.8 萬 | 0.12% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 11,267 | $113.7 萬 | 0.07% | −729−6.1% | 減碼 |
| New Hampshire Trust | 11,265 | $113.7 萬 | 0.30% | −74−0.7% | 減碼 |
| Kennon-Green & Company, LLC | 11,166 | $112.7 萬 | 1.05% | −172−1.5% | 減碼 |
| Brookstone Capital Management | 11,830 | $112.1 萬 | 0.02% | −5,409−31.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 11,094 | $111.9 萬 | 0.02% | +2,053+22.7% | 加碼 |
| Abundance Wealth Counselors | 11,084 | $111.8 萬 | 0.58% | +16+0.1% | 加碼 |
| BTC Capital Management, Inc. | 11,113 | $111.5 萬 | 0.12% | −143−1.3% | 減碼 |
| Barclays PLC | 10,978 | $110.8 萬 | 0.00% | +10,446+1,963.5% | 加碼 |
| Intrust Bank NA | 10,840 | $109.4 萬 | 0.13% | +321+3.1% | 加碼 |
| True North Advisors, LLC | 10,799 | $109.0 萬 | 0.31% | −5,283−32.9% | 減碼 |
| KCM Investment Advisors LLC | 10,778 | $108.8 萬 | 0.04% | −611−5.4% | 減碼 |
| Cambridge Advisors Inc. | 10,775 | $108.7 萬 | 0.28% | −925−7.9% | 減碼 |
| Ar Asset Management Inc | 10,750 | $108.5 萬 | 0.29% | 00.0% | 不變 |
| Chilton Capital Management LLC | 10,743 | $108.4 萬 | 0.06% | −32−0.3% | 減碼 |
| KLR Investment Advisors, LLC | 10,718 | $108.2 萬 | 0.89% | +3,419+46.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 10,713 | $108.1 萬 | 0.11% | +10,713 | 新進 |
| Scott & Selber, Inc. | 10,561 | $106.6 萬 | 0.42% | −26−0.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 10,505 | $106.0 萬 | 0.01% | −516−4.7% | 減碼 |
| Ballentine Partners, LLC | 10,470 | $105.7 萬 | 0.02% | +2,403+29.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,392 | $104.9 萬 | 0.14% | −87−0.8% | 減碼 |
| Financial Advocates Investment Management | 10,374 | $104.7 萬 | 0.08% | −15−0.1% | 減碼 |
| Trust Co of Oklahoma | 10,327 | $104.2 萬 | 0.39% | −85−0.8% | 減碼 |
| Kensington Investment Counsel, LLC | 10,307 | $104.0 萬 | 0.66% | +707+7.4% | 加碼 |
| FRG Family Wealth Advisors LLC | 10,275 | $103.7 萬 | 0.23% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 10,265 | $103.6 萬 | 0.16% | +755+7.9% | 加碼 |
| CX Institutional | 10,255 | $103.5 萬 | 0.05% | −93−0.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 10,229 | $103.2 萬 | 0.05% | +623+6.5% | 加碼 |
| Voya Financial Advisors, Inc. | 10,348 | $102.8 萬 | 0.12% | −476−4.4% | 減碼 |
| Clarius Group, LLC | 10,182 | $102.7 萬 | 0.08% | +473+4.9% | 加碼 |
| Empire Financial Management Company, LLC | 10,112 | $102.0 萬 | 0.41% | −373−3.6% | 減碼 |
| Highland Capital Management, LLC | 10,082 | $101.7 萬 | 0.07% | −200−1.9% | 減碼 |
| LMR Partners LLP | 10,000 | $100.9 萬 | 0.02% | +10,000 | 新進 |
| Neville Rodie & Shaw Inc | 9,932 | $100.2 萬 | 0.09% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 9,927 | $100.2 萬 | 0.04% | +276+2.9% | 加碼 |
| Eqis Capital Management, Inc. | 9,907 | $100.0 萬 | 0.11% | −1,313−11.7% | 減碼 |
| SYSTM Wealth Solutions LLC | 9,897 | $99.9 萬 | 0.14% | −120−1.2% | 減碼 |
| Northcape Wealth Management, LLC | 9,852 | $99.4 萬 | 0.36% | −127−1.3% | 減碼 |
| Simmons Bank | 9,828 | $99.2 萬 | 0.08% | −120−1.2% | 減碼 |
| Becker Capital Management Inc | 9,756 | $98.4 萬 | 0.04% | −50−0.5% | 減碼 |
| Drexel Morgan & Co. | 9,720 | $98.1 萬 | 0.25% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 9,715 | $98.0 萬 | 0.54% | −3,923−28.8% | 減碼 |
| Blue Square Asset Management, LLC | 9,691 | $97.8 萬 | 0.70% | +1,878+24.0% | 加碼 |
| Hamel Associates, Inc. | 9,645 | $97.3 萬 | 0.34% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 9,484 | $95.7 萬 | 0.51% | −10−0.1% | 減碼 |
| TD Private Client Wealth LLC | 9,445 | $95.3 萬 | 0.04% | +54+0.6% | 加碼 |
| Nilsine Partners, LLC | 9,434 | $95.2 萬 | 0.14% | +58+0.6% | 加碼 |
| JNBA Financial Advisors | 9,330 | $94.1 萬 | 0.11% | −506−5.1% | 減碼 |
| Holderness Investments Co | 9,305 | $93.9 萬 | 0.35% | +310+3.4% | 加碼 |
| Associated Banc-Corp | 9,282 | $93.7 萬 | 0.04% | −78−0.8% | 減碼 |
| Vident Investment Advisory, LLC | 9,277 | $93.6 萬 | 0.03% | +1,494+19.2% | 加碼 |
| King Luther Capital Management Corp | 9,122 | $92.1 萬 | 0.00% | −1,457−13.8% | 減碼 |
| Beaton Management Co. Inc. | 8,873 | $89.5 萬 | 0.57% | 00.0% | 不變 |