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 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 | 1,625 | $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 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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 24,301 | $247.5 萬 | 0.26% | +24,301 | 新進 |
| Forum Financial Management, LP | 23,874 | $243.2 萬 | 0.05% | −1,341−5.3% | 減碼 |
| Mirador Capital Partners LP | 23,702 | $241.4 萬 | 0.55% | +234+1.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 23,539 | $239.8 萬 | 0.26% | +4,527+23.8% | 加碼 |
| MAI Capital Management | 23,411 | $238.5 萬 | 0.04% | −266−1.1% | 減碼 |
| EagleClaw Capital Managment, LLC | 23,324 | $237.6 萬 | 0.54% | +750+3.3% | 加碼 |
| Fca Corp | 23,276 | $237.1 萬 | 0.88% | +750+3.3% | 加碼 |
| Huntington National Bank | 23,202 | $236.3 萬 | 0.02% | +299+1.3% | 加碼 |
| Geneos Wealth Management Inc. | 23,013 | $234.4 萬 | 0.12% | +1,058+4.8% | 加碼 |
| Beacon Financial Group | 23,228 | $233.4 萬 | 0.33% | −4,865−17.3% | 減碼 |
| Clearstead Advisors, LLC | 22,896 | $233.2 萬 | 0.14% | +22+0.1% | 加碼 |
| Cetera Investment Advisers | 22,879 | $233.0 萬 | 0.02% | +1,094+5.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 22,857 | $232.8 萬 | 0.04% | +386+1.7% | 加碼 |
| Dempze Nancy E | 22,644 | $230.7 萬 | 2.07% | −310−1.4% | 減碼 |
| Prudential Financial Inc | 22,635 | $230.6 萬 | 0.00% | +4,172+22.6% | 加碼 |
| Page Arthur B | 22,624 | $230.4 萬 | 2.39% | −2,023−8.2% | 減碼 |
| Daymark Wealth Partners, LLC | 22,420 | $228.4 萬 | 0.16% | +68+0.3% | 加碼 |
| Commerce Bank | 22,332 | $227.5 萬 | 0.02% | +307+1.4% | 加碼 |
| Stock Yards Bank & Trust Co | 22,306 | $227.2 萬 | 0.09% | −282−1.2% | 減碼 |
| Cascade Investment Advisors, Inc. | 22,280 | $226.9 萬 | 1.80% | −192−0.9% | 減碼 |
| Arjuna Capital | 22,063 | $224.7 萬 | 0.81% | +22,063 | 新進 |
| Atria Wealth Solutions, Inc. | 22,039 | $224.5 萬 | 0.03% | −3,323−13.1% | 減碼 |
| Palisade Asset Management, LLC | 21,932 | $223.4 萬 | 0.27% | −150−0.7% | 減碼 |
| AE Wealth Management LLC | 21,666 | $220.7 萬 | 0.01% | −5,629−20.6% | 減碼 |
| Kahn Brothers Group Inc | 21,578 | $219.8 萬 | 0.34% | 00.0% | 不變 |
| Bokf, NA | 23,410 | $219.1 萬 | 0.05% | −1,742−6.9% | 減碼 |
| Atlantic Union Bankshares Corp | 21,497 | $219.0 萬 | 0.22% | −1,214−5.3% | 減碼 |
| Victory Capital Management Inc | 21,390 | $217.9 萬 | 0.00% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 21,320 | $216.5 萬 | 0.79% | +1,899+9.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 21,231 | $216.3 萬 | 1.28% | +1,269+6.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 20,865 | $212.5 萬 | 0.04% | +1,082+5.5% | 加碼 |
| Lowell Blake & Associates Inc. | 20,785 | $211.7 萬 | 0.60% | −620−2.9% | 減碼 |
| Advisors Asset Management, Inc. | 20,444 | $208.2 萬 | 0.04% | −138−0.7% | 減碼 |
| Wade G W & Inc | 20,432 | $208.1 萬 | 0.08% | −2,340−10.3% | 減碼 |
| Ipswich Investment Management Co., Inc. | 20,227 | $206.0 萬 | 0.56% | +620+3.2% | 加碼 |
| Diamond Hill Capital Management Inc | 20,129 | $205.0 萬 | 0.01% | +1,600+8.6% | 加碼 |
| Azzad Asset Management Inc | 19,869 | $202.4 萬 | 0.29% | −14,453−42.1% | 減碼 |
| Abbot Financial Management, Inc. | 19,479 | $198.4 萬 | 1.33% | −922−4.5% | 減碼 |
| Synovus Financial Corp | 19,371 | $197.5 萬 | 0.02% | +46+0.2% | 加碼 |
| Old Port Advisors | 19,337 | $197.0 萬 | 0.71% | +19,337 | 新進 |
| Nixon Peabody Trust Co | 19,332 | $196.9 萬 | 1.65% | −545−2.7% | 減碼 |
| Trust Co of Toledo NA | 19,271 | $196.3 萬 | 0.39% | −651−3.3% | 減碼 |
| Pacer Advisors, Inc. | 19,042 | $194.0 萬 | 0.01% | −1,114−5.5% | 減碼 |
| Private Asset Management Inc | 18,825 | $191.8 萬 | 0.45% | −3,599−16.0% | 減碼 |
| Fred Alger Management, LLC | 18,758 | $191.1 萬 | 0.01% | −287−1.5% | 減碼 |
| Jamison Private Wealth Management, Inc. | 18,634 | $189.8 萬 | 0.39% | +18,634 | 新進 |
| Veriti Management LLC | 18,586 | $189.3 萬 | 0.22% | +1,941+11.7% | 加碼 |
| Advisors Management Group Inc | 18,493 | $188.4 萬 | 0.57% | −931−4.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,444 | $187.9 萬 | 0.09% | +780+4.4% | 加碼 |
| Park National Corp | 18,409 | $187.5 萬 | 0.08% | −442−2.3% | 減碼 |
| Checchi Capital Advisers, LLC | 18,398 | $187.4 萬 | 0.17% | +413+2.3% | 加碼 |
| Valley National Advisers Inc | 18,149 | $184.9 萬 | 0.32% | −1,118−5.8% | 減碼 |
| Headinvest, LLC | 18,103 | $183.8 萬 | 0.40% | 00.0% | 不變 |
| Parsons Capital Management Inc | 18,024 | $183.6 萬 | 0.15% | −45−0.2% | 減碼 |
| Independent Investors Inc | 17,900 | $182.3 萬 | 0.46% | 00.0% | 不變 |
| Compass Wealth Management LLC | 17,850 | $181.8 萬 | 0.57% | −350−1.9% | 減碼 |
| Eaton Financial Holdings Company, LLC | 17,710 | $180.4 萬 | 0.48% | +17,710 | 新進 |
| Greenleaf Trust | 17,664 | $179.9 萬 | 0.02% | +1,455+9.0% | 加碼 |
| McKinley Capital Management LLC /Delaware | 17,528 | $178.5 萬 | 0.25% | +1,312+8.1% | 加碼 |
| Triasima Portfolio Management inc. | 17,335 | $176.6 萬 | 0.16% | +17,335 | 新進 |
| Perigon Wealth Management, LLC | 17,329 | $176.5 萬 | 0.07% | −54−0.3% | 減碼 |
| Benedict Financial Advisors Inc | 17,300 | $176.2 萬 | 0.51% | −226−1.3% | 減碼 |
| Johnson Investment Counsel Inc | 17,283 | $176.0 萬 | 0.02% | +1,030+6.3% | 加碼 |
| Sepio Capital, LP | 17,180 | $175.0 萬 | 0.15% | +939+5.8% | 加碼 |
| Guyasuta Investment Advisors Inc | 16,801 | $171.1 萬 | 0.13% | −116,388−87.4% | 減碼 |
| Roberts Glore & Co Inc | 16,676 | $169.9 萬 | 0.56% | −250−1.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 16,431 | $167.4 萬 | 0.05% | +2,398+17.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 16,077 | $163.7 萬 | 0.79% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 15,945 | $162.4 萬 | 0.13% | −464−2.8% | 減碼 |
| Richard P Slaughter Associates Inc | 15,938 | $162.3 萬 | 0.43% | +112+0.7% | 加碼 |
| CAPROCK Group, Inc. | 15,921 | $162.2 萬 | 0.12% | +1,034+6.9% | 加碼 |
| Ascent Wealth Partners, LLC | 15,814 | $161.1 萬 | 0.30% | +1,080+7.3% | 加碼 |
| Patten Group, Inc. | 15,811 | $161.1 萬 | 0.48% | +19+0.1% | 加碼 |
| Grimes & Company, Inc. | 15,785 | $160.8 萬 | 0.06% | −1,426−8.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 15,742 | $160.3 萬 | 0.48% | −16,680−51.4% | 減碼 |
| FDx Advisors, Inc. | 15,718 | $160.1 萬 | 0.13% | −13,946−47.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 15,681 | $159.7 萬 | 0.16% | +9,308+146.1% | 加碼 |
| Rothschild Investment Corp | 15,605 | $159.0 萬 | 0.13% | +347+2.3% | 加碼 |
| Boston Private Wealth LLC | 15,589 | $158.8 萬 | 0.03% | −42−0.3% | 減碼 |
| CNB Bank | 15,509 | $158.0 萬 | 0.93% | −511−3.2% | 減碼 |
| Vise Technologies, Inc. | 15,503 | $157.9 萬 | 0.39% | −599−3.7% | 減碼 |
| Coastline Trust Co | 15,481 | $157.7 萬 | 0.23% | 00.0% | 不變 |
| SevenBridge Financial Group, LLC | 15,449 | $157.4 萬 | 0.41% | −88−0.6% | 減碼 |
| Northstar Asset Management LLC | 15,325 | $156.1 萬 | 0.45% | 00.0% | 不變 |
| Twin Tree Management, LP | 15,196 | $154.8 萬 | 0.05% | −407,452−96.4% | 減碼 |
| FineMark National Bank & Trust | 15,149 | $154.3 萬 | 0.07% | −710−4.5% | 減碼 |
| Sandy Spring Bank | 15,014 | $152.9 萬 | 0.09% | −293−1.9% | 減碼 |
| FORA Capital, LLC | 14,793 | $150.7 萬 | 0.13% | −16,506−52.7% | 減碼 |
| Quadrant Capital Group LLC | 14,746 | $150.2 萬 | 0.15% | +634+4.5% | 加碼 |
| Altman Advisors, Inc. | 14,717 | $149.9 萬 | 0.94% | +14,717 | 新進 |
| Bessemer Group Inc | 14,708 | $149.9 萬 | 0.00% | −1,675−10.2% | 減碼 |
| Ellevest, Inc. | 14,628 | $149.0 萬 | 0.11% | +1,886+14.8% | 加碼 |
| Choate Investment Advisors | 14,594 | $148.7 萬 | 0.06% | +2,217+17.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 14,568 | $148.4 萬 | 0.20% | +10,943+301.9% | 加碼 |
| Aberdeen Wealth Management LLC | 14,540 | $148.1 萬 | 1.12% | −100−0.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 14,500 | $147.7 萬 | 0.11% | −31,950−68.8% | 減碼 |
| Henry James International Management, Inc. | 14,426 | $146.9 萬 | 0.64% | +8,650+149.8% | 加碼 |
| Stonebridge Capital Management Inc | 14,375 | $146.4 萬 | 0.80% | −3,100−17.7% | 減碼 |
| Guggenheim Capital LLC | 14,274 | $145.4 萬 | 0.01% | −340−2.3% | 減碼 |
| Archford Capital Strategies, LLC | 14,160 | $144.2 萬 | 0.29% | −334−2.3% | 減碼 |