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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 5,729 | $58.4 萬 | 0.02% | −325−5.4% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,864 | $59.7 萬 | 0.12% | −50−0.8% | 減碼 |
| Rehmann Capital Advisory Group | 5,888 | $60.0 萬 | 0.06% | +2,828+92.4% | 加碼 |
| CVA Family Office, LLC | 5,891 | $60.0 萬 | 0.14% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,227 | $60.1 萬 | 0.01% | +5,887+1,731.5% | 加碼 |
| Dillon & Associates Inc | 5,925 | $60.4 萬 | 0.12% | −499−7.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,933 | $60.4 萬 | 0.01% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $60.6 萬 | 0.18% | +300+5.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 5,978 | $60.9 萬 | 0.06% | −60−1.0% | 減碼 |
| Ascent Group, LLC | 6,549 | $61.1 萬 | 0.07% | −582−8.2% | 減碼 |
| Juncture Wealth Strategies, LLC | 5,998 | $61.1 萬 | 0.30% | −100−1.6% | 減碼 |
| Cohen Klingenstein LLC | 6,000 | $61.1 萬 | 0.03% | 00.0% | 不變 |
| Wedbush Securities Inc | 6,010 | $61.2 萬 | 0.03% | −946−13.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 6,031 | $61.4 萬 | 0.02% | −106−1.7% | 減碼 |
| Schulhoff & Co Inc | 6,051 | $61.6 萬 | 0.31% | 00.0% | 不變 |
| Keystone Financial Services | 6,084 | $62.0 萬 | 0.33% | +29+0.5% | 加碼 |
| BancorpSouth Bank | 6,102 | $62.2 萬 | 0.05% | −97−1.6% | 減碼 |
| Thomasville National Bank | 6,110 | $62.2 萬 | 0.06% | +66+1.1% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 6,132 | $62.5 萬 | 0.04% | −108−1.7% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,168 | $62.8 萬 | 0.03% | +2,984+93.7% | 加碼 |
| 1832 Asset Management L.P. | 6,518 | $62.9 萬 | 0.00% | −144−2.2% | 減碼 |
| Oarsman Capital, Inc. | 6,217 | $63.3 萬 | 0.26% | −65−1.0% | 減碼 |
| KLR Investment Advisors, LLC | 7,011 | $64.5 萬 | 0.59% | −3,707−34.6% | 減碼 |
| Radnor Capital Management, LLC | 6,375 | $64.9 萬 | 0.13% | −300−4.5% | 減碼 |
| Jeppson Wealth Management, LLC | 6,377 | $65.0 萬 | 0.30% | −100−1.5% | 減碼 |
| E&G Advisors, LP | 6,398 | $65.2 萬 | 0.24% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,424 | $65.3 萬 | 0.00% | −800−11.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,431 | $65.5 萬 | 0.15% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 6,437 | $65.6 萬 | 0.24% | −259−3.9% | 減碼 |
| Regions Financial Corp | 6,447 | $65.7 萬 | 0.01% | +775+13.7% | 加碼 |
| Stokes Family Office, LLC | 6,452 | $65.7 萬 | 0.08% | +1,464+29.4% | 加碼 |
| NTV Asset Management LLC | 6,471 | $65.9 萬 | 0.12% | −22−0.3% | 減碼 |
| Ignite Planners, LLC | 6,929 | $66.6 萬 | 0.20% | +6,929 | 新進 |
| Essex Financial Services, Inc. | 6,581 | $67.0 萬 | 0.08% | −175−2.6% | 減碼 |
| SYSTM Wealth Solutions LLC | 6,635 | $67.6 萬 | 0.10% | −3,262−33.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 6,644 | $67.7 萬 | 0.11% | −12,732−65.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,664 | $67.9 萬 | 0.05% | +87+1.3% | 加碼 |
| OmniStar Financial Group, Inc. | 6,658 | $68.1 萬 | 0.81% | −120−1.8% | 減碼 |
| Jacobi Capital Management LLC | 6,821 | $69.5 萬 | 0.08% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 6,838 | $69.7 萬 | 0.03% | −525−7.1% | 減碼 |
| Stephens Inc | 6,908 | $70.4 萬 | 0.01% | −393−5.4% | 減碼 |
| BSW Wealth Partners | 6,915 | $70.4 萬 | 0.16% | −121−1.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,938 | $70.7 萬 | 0.02% | 00.0% | 不變 |
| Adviser Investments LLC | 6,950 | $70.8 萬 | 0.02% | 00.0% | 不變 |
| Advisory Resource Group | 6,955 | $70.8 萬 | 0.19% | +212+3.1% | 加碼 |
| Harbour Investments, Inc. | 7,011 | $71.4 萬 | 0.04% | −186−2.6% | 減碼 |
| Grant/GrossMendelsohn, LLC | 7,025 | $71.6 萬 | 0.31% | 00.0% | 不變 |
| Graypoint LLC | 7,027 | $71.6 萬 | 0.07% | −255−3.5% | 減碼 |
| Independent Solutions Wealth Management, LLC | 7,067 | $72.0 萬 | 0.20% | +3,725+111.5% | 加碼 |
| St. Clair Advisors, LLC | 7,092 | $72.2 萬 | 0.28% | 00.0% | 不變 |
| Tiaa Trust, National Association | 7,114 | $72.5 萬 | 0.00% | +7,114 | 新進 |
| Csenge Advisory Group | 7,115 | $72.5 萬 | 0.05% | +3,709+108.9% | 加碼 |
| Sigma Planning Corp | 7,116 | $72.5 萬 | 0.03% | −21−0.3% | 減碼 |
| Colony Group LLC | 7,121 | $72.5 萬 | 0.01% | −368−4.9% | 減碼 |
| Cookson Peirce & Co Inc | 7,135 | $72.7 萬 | 0.05% | +7,135 | 新進 |
| CFO4Life Group, LLC | 7,151 | $72.8 萬 | 0.17% | +886+14.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,811 | $73.5 萬 | 0.01% | −434−5.3% | 減碼 |
| Peoples Bank | 7,250 | $73.8 萬 | 0.63% | +7,250 | 新進 |
| Monticello Wealth Management, LLC | 7,275 | $74.1 萬 | 0.07% | +3,225+79.6% | 加碼 |
| TD Waterhouse Canada Inc. | 7,039 | $74.6 萬 | 0.01% | −407−5.5% | 減碼 |
| Thornburg Investment Management Inc | 7,412 | $75.5 萬 | 0.01% | 00.0% | 不變 |
| PDS Planning, Inc | 7,426 | $75.6 萬 | 0.10% | +672+9.9% | 加碼 |
| West Family Investments, Inc. | 7,441 | $75.8 萬 | 0.26% | −961−11.4% | 減碼 |
| Lantz Financial LLC | 7,450 | $75.9 萬 | 0.30% | +28+0.4% | 加碼 |
| Fulton Bank, N.A. | 7,551 | $76.9 萬 | 0.04% | +1,016+15.5% | 加碼 |
| Modera Wealth Management, LLC | 7,556 | $77.0 萬 | 0.01% | +98+1.3% | 加碼 |
| Ruggaard & Associates LLC | 7,562 | $77.0 萬 | 0.46% | +150+2.0% | 加碼 |
| Sage Rhino Capital LLC | 7,574 | $77.1 萬 | 0.22% | +384+5.3% | 加碼 |
| Romano Brothers and Company | 7,581 | $77.2 萬 | 0.12% | −50−0.7% | 減碼 |
| Burns J W & Co Inc | 7,614 | $77.6 萬 | 0.13% | −200−2.6% | 減碼 |
| Epoch Investment Partners, Inc. | 7,649 | $77.9 萬 | 0.00% | −281−3.5% | 減碼 |
| Anchor Investment Management, LLC | 7,684 | $78.3 萬 | 0.10% | −200−2.5% | 減碼 |
| Marotta Asset Management | 7,705 | $78.5 萬 | 0.18% | −36−0.5% | 減碼 |
| Davidson Trust Co | 7,752 | $79.0 萬 | 0.59% | −36−0.5% | 減碼 |
| Mather Group, LLC. | 7,763 | $79.1 萬 | 0.01% | +580+8.1% | 加碼 |
| Armor Investment Advisors, LLC | 7,788 | $79.3 萬 | 0.47% | +165+2.2% | 加碼 |
| Lee Danner & Bass Inc | 7,830 | $79.8 萬 | 0.07% | −150−1.9% | 減碼 |
| Covenant Partners, LLC | 7,939 | $80.9 萬 | 0.29% | −36−0.5% | 減碼 |
| Means Investment Co., Inc. | 7,971 | $81.2 萬 | 0.13% | −112−1.4% | 減碼 |
| Fort Sheridan Advisors LLC | 8,008 | $81.6 萬 | 0.18% | +645+8.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 8,032 | $81.8 萬 | 0.06% | −506−5.9% | 減碼 |
| Semmax Financial Advisors Inc. | 8,729 | $82.1 萬 | 0.33% | +8,729 | 新進 |
| Elmwood Wealth Management, Inc. | 8,064 | $82.1 萬 | 0.40% | −85−1.0% | 減碼 |
| Central Trust Co | 8,075 | $82.3 萬 | 0.02% | −7−0.1% | 減碼 |
| Montag A & Associates Inc | 8,076 | $82.3 萬 | 0.05% | −191−2.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,102 | $82.5 萬 | 0.05% | −65−0.8% | 減碼 |
| Liberty One Investment Management, LLC | 8,126 | $82.8 萬 | 0.12% | −182−2.2% | 減碼 |
| Banco de Sabadell, S.A | 8,177 | $83.2 萬 | 0.72% | −296−3.5% | 減碼 |
| Bangor Savings Bank | 8,170 | $83.2 萬 | 0.10% | +247+3.1% | 加碼 |
| Continuum Advisory, LLC | 8,224 | $83.8 萬 | 0.13% | −231−2.7% | 減碼 |
| Klingenstein Fields & Co LP | 8,243 | $84.0 萬 | 0.04% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 8,245 | $84.0 萬 | 0.02% | +842+11.4% | 加碼 |
| Eqis Capital Management, Inc. | 8,310 | $84.6 萬 | 0.10% | −1,597−16.1% | 減碼 |
| Hilltop Holdings Inc. | 8,332 | $84.9 萬 | 0.11% | −7−0.1% | 減碼 |
| King Luther Capital Management Corp | 8,346 | $85.0 萬 | 0.00% | −776−8.5% | 減碼 |
| Mill Capital Management, LLC | 8,384 | $85.4 萬 | 0.08% | −175−2.0% | 減碼 |
| Community Financial Services Group, LLC | 8,403 | $85.6 萬 | 0.22% | +8,403 | 新進 |
| Cypress Asset Management Inc | 8,423 | $85.8 萬 | 0.29% | +295+3.6% | 加碼 |
| Blue Square Asset Management, LLC | 8,429 | $85.9 萬 | 0.63% | −1,262−13.0% | 減碼 |
| Dakota Wealth Management | 8,436 | $85.9 萬 | 0.04% | +1,404+20.0% | 加碼 |