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 3 季 13F 持有人
Novartis AG 在 2023/9/30 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
- 1,225
- 較 2023 年第 2 季 +37 家
- 持有股數
- 1.49 億
- 較 2023 年第 2 季 +30.6 萬 (+0.2%)
- 總市值
- $151.0 億
- 較 2023 年第 2 季 +$1.74 億 (+1.2%)
- 新進機構
- 97
- 另有 375 家加碼
- 清倉機構
- 60
- 另有 448 家減碼
另有 15 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 21,932 | $223.4 萬 | 0.27% | −150−0.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 22,039 | $224.5 萬 | 0.03% | −3,323−13.1% | 減碼 |
| Arjuna Capital | 22,063 | $224.7 萬 | 0.81% | +22,063 | 新進 |
| Cascade Investment Advisors, Inc. | 22,280 | $226.9 萬 | 1.80% | −192−0.9% | 減碼 |
| Stock Yards Bank & Trust Co | 22,306 | $227.2 萬 | 0.09% | −282−1.2% | 減碼 |
| Commerce Bank | 22,332 | $227.5 萬 | 0.02% | +307+1.4% | 加碼 |
| Daymark Wealth Partners, LLC | 22,420 | $228.4 萬 | 0.16% | +68+0.3% | 加碼 |
| Page Arthur B | 22,624 | $230.4 萬 | 2.39% | −2,023−8.2% | 減碼 |
| Prudential Financial Inc | 22,635 | $230.6 萬 | 0.00% | +4,172+22.6% | 加碼 |
| Dempze Nancy E | 22,644 | $230.7 萬 | 2.07% | −310−1.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 22,857 | $232.8 萬 | 0.04% | +386+1.7% | 加碼 |
| Cetera Investment Advisers | 22,879 | $233.0 萬 | 0.02% | +1,094+5.0% | 加碼 |
| Clearstead Advisors, LLC | 22,896 | $233.2 萬 | 0.14% | +22+0.1% | 加碼 |
| Beacon Financial Group | 23,228 | $233.4 萬 | 0.33% | −4,865−17.3% | 減碼 |
| Geneos Wealth Management Inc. | 23,013 | $234.4 萬 | 0.12% | +1,058+4.8% | 加碼 |
| Huntington National Bank | 23,202 | $236.3 萬 | 0.02% | +299+1.3% | 加碼 |
| Fca Corp | 23,276 | $237.1 萬 | 0.88% | +750+3.3% | 加碼 |
| EagleClaw Capital Managment, LLC | 23,324 | $237.6 萬 | 0.54% | +750+3.3% | 加碼 |
| MAI Capital Management | 23,411 | $238.5 萬 | 0.04% | −266−1.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 23,539 | $239.8 萬 | 0.26% | +4,527+23.8% | 加碼 |
| Mirador Capital Partners LP | 23,702 | $241.4 萬 | 0.55% | +234+1.0% | 加碼 |
| Forum Financial Management, LP | 23,874 | $243.2 萬 | 0.05% | −1,341−5.3% | 減碼 |
| Transform Wealth, LLC | 24,301 | $247.5 萬 | 0.26% | +24,301 | 新進 |
| Tealwood Asset Management Inc | 24,696 | $251.6 萬 | 1.29% | −160−0.6% | 減碼 |
| Connolly Sarah T. | 24,811 | $252.7 萬 | 1.67% | −330−1.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 24,920 | $253.8 萬 | 0.09% | −136−0.5% | 減碼 |
| Balentine LLC | 25,040 | $255.1 萬 | 0.09% | +5,814+30.2% | 加碼 |
| Cohen Lawrence B | 25,344 | $258.2 萬 | 1.74% | +330+1.3% | 加碼 |
| TownSquare Capital, LLC | 25,655 | $261.3 萬 | 0.05% | −2,570−9.1% | 減碼 |
| Cubic Asset Management, LLC | 25,793 | $262.7 萬 | 0.72% | −3,155−10.9% | 減碼 |
| Hantz Financial Services, Inc. | 26,082 | $265.7 萬 | 0.07% | −4,482−14.7% | 減碼 |
| Telos Capital Management, Inc. | 26,119 | $266.0 萬 | 0.37% | −455−1.7% | 減碼 |
| Pathstone Family Office, LLC | 26,255 | $267.4 萬 | 0.02% | +7,594+40.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,424 | $270.1 萬 | 0.06% | −3,861−12.3% | 減碼 |
| NBT Bank N A | 26,635 | $271.3 萬 | 0.26% | +6,518+32.4% | 加碼 |
| Integrated Wealth Concepts LLC | 26,899 | $274.0 萬 | 0.05% | −327−1.2% | 減碼 |
| Northeast Investment Management | 27,027 | $275.3 萬 | 0.16% | −1,547−5.4% | 減碼 |
| National Asset Management, Inc. | 27,074 | $275.8 萬 | 0.07% | −950−3.4% | 減碼 |
| Benjamin Edwards Inc | 27,108 | $276.1 萬 | 0.65% | +3,334+14.0% | 加碼 |
| First Hawaiian Bank | 27,135 | $276.4 萬 | 0.09% | +54+0.2% | 加碼 |
| Arvest Trust Co N A | 27,324 | $278.3 萬 | 0.18% | −250−0.9% | 減碼 |
| Voya Investment Management LLC | 27,435 | $279.5 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 27,518 | $280.3 萬 | 0.08% | −7,571−21.6% | 減碼 |
| Peapack Gladstone Financial Corp | 27,579 | $280.9 萬 | 0.05% | −611−2.2% | 減碼 |
| Hall Laurie J Trustee | 27,772 | $282.8 萬 | 1.20% | +65+0.2% | 加碼 |
| Kidder Stephen W | 27,865 | $283.8 萬 | 0.98% | −220−0.8% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,240 | $287.7 萬 | 2.43% | +100+0.4% | 加碼 |
| Everett Harris & Co | 28,519 | $290.5 萬 | 0.05% | −1,400−4.7% | 減碼 |
| Naples Global Advisors, LLC | 28,649 | $291.8 萬 | 0.35% | −375−1.3% | 減碼 |
| apricus wealth, LLC | 30,259 | $294.2 萬 | 2.57% | +763+2.6% | 加碼 |
| Broderick Brian C | 29,015 | $295.5 萬 | 0.81% | +1,425+5.2% | 加碼 |
| Arlington Partners LLC | 29,026 | $295.7 萬 | 1.21% | +29,026 | 新進 |
| Arlington Trust Co LLC | 29,026 | $295.7 萬 | 1.21% | +29,026 | 新進 |
| Fort Pitt Capital Group, LLC | 29,276 | $298.2 萬 | 0.11% | +1,291+4.6% | 加碼 |
| Moors & Cabot, Inc. | 29,292 | $298.4 萬 | 0.20% | +250+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 29,654 | $302.1 萬 | 0.03% | −32,828−52.5% | 減碼 |
| AMG National Trust Bank | 29,922 | $304.8 萬 | 0.11% | −301−1.0% | 減碼 |
| Boston Partners | 29,940 | $305.0 萬 | 0.00% | +2,250+8.1% | 加碼 |
| Park Avenue Securities LLC | 30,083 | $306.4 萬 | 0.05% | +1,442+5.0% | 加碼 |
| Oppenheimer & Co Inc | 30,459 | $310.3 萬 | 0.06% | +45+0.1% | 加碼 |
| Capital World Investors | 30,941 | $316.6 萬 | 0.00% | +909+3.0% | 加碼 |
| Haverford Trust Co | 31,230 | $318.1 萬 | 0.04% | −89−0.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 31,357 | $319.4 萬 | 0.04% | −61,100−66.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 31,697 | $322.9 萬 | 0.02% | +31,697 | 新進 |
| Brinker Capital Investments, LLC | 31,869 | $324.6 萬 | 0.04% | −59−0.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 31,869 | $324.6 萬 | 0.04% | −59−0.2% | 減碼 |
| Advisor Partners II, LLC | 31,895 | $324.9 萬 | 0.13% | +5,552+21.1% | 加碼 |
| We Are One Seven, LLC | 31,912 | $325.1 萬 | 0.25% | −1,005−3.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 32,325 | $329.3 萬 | 0.04% | +21,231+191.4% | 加碼 |
| Chesley Taft & Associates LLC | 32,962 | $335.8 萬 | 0.22% | +125+0.4% | 加碼 |
| Naviter Wealth, LLC | 33,103 | $337.2 萬 | 0.81% | +2,469+8.1% | 加碼 |
| Davenport & Co LLC | 33,128 | $337.4 萬 | 0.03% | −4,080−11.0% | 減碼 |
| WealthTrust Axiom LLC | 33,190 | $338.1 萬 | 1.22% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 33,336 | $339.6 萬 | 2.22% | −7,500−18.4% | 減碼 |
| Logan Capital Management Inc | 33,879 | $345.1 萬 | 0.18% | −4,423−11.5% | 減碼 |
| WCG Wealth Advisors LLC | 33,823 | $348.1 萬 | 0.26% | +3,807+12.7% | 加碼 |
| Synergy Financial Management, LLC | 34,182 | $348.2 萬 | 0.69% | +8,238+31.8% | 加碼 |
| Rhumbline Advisers | 34,183 | $348.2 萬 | 0.00% | +4,897+16.7% | 加碼 |
| SG Americas Securities, LLC | 34,323 | $349.6 萬 | 0.05% | +14,797+75.8% | 加碼 |
| Signaturefd, LLC | 34,467 | $351.1 萬 | 0.09% | +3,443+11.1% | 加碼 |
| Argent Trust Co | 34,769 | $354.2 萬 | 0.19% | −152−0.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 35,008 | $356.6 萬 | 0.01% | +35,008 | 新進 |
| Perennial Advisors, LLC | 35,079 | $357.3 萬 | 0.96% | +471+1.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 35,185 | $358.4 萬 | 0.06% | +1,221+3.6% | 加碼 |
| Providence Capital Advisors, LLC | 35,407 | $360.7 萬 | 0.94% | +193+0.5% | 加碼 |
| Foundations Investment Advisors, LLC | 35,523 | $361.8 萬 | 0.11% | +21,667+156.4% | 加碼 |
| Summit Global Investments | 35,599 | $362.6 萬 | 0.24% | +3,960+12.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 35,624 | $362.9 萬 | 0.00% | +35,624 | 新進 |
| Millennium Management LLC | 35,748 | $364.1 萬 | 0.00% | −23,406−39.6% | 減碼 |
| Squarepoint Ops LLC | 35,957 | $366.3 萬 | 0.02% | −8,107−18.4% | 減碼 |
| Advisory Services Network, LLC | 36,240 | $369.1 萬 | 0.10% | −4,266−10.5% | 減碼 |
| Bradley Foster & Sargent Inc | 37,429 | $377.7 萬 | 0.08% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 37,276 | $379.7 萬 | 0.10% | +1,734+4.9% | 加碼 |
| Patten & Patten Inc | 37,460 | $381.6 萬 | 0.34% | +560+1.5% | 加碼 |
| Yousif Capital Management, LLC | 37,648 | $383.5 萬 | 0.05% | −700−1.8% | 減碼 |
| Keybank National Association | 38,002 | $387.1 萬 | 0.02% | +256+0.7% | 加碼 |
| Beach Investment Counsel Inc | 38,625 | $393.4 萬 | 0.49% | +345+0.9% | 加碼 |
| Private Advisor Group, LLC | 38,945 | $396.7 萬 | 0.04% | +754+2.0% | 加碼 |
| Glenmede Trust Co NA | 38,953 | $396.8 萬 | 0.02% | +780+2.0% | 加碼 |
| Woodmont Investment Counsel LLC | 40,322 | $410.7 萬 | 0.43% | −2,292−5.4% | 減碼 |