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 4 季 13F 持有人
Novartis AG 在 2023/12/31 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
- 1,274
- 較 2023 年第 3 季 +71 家
- 持有股數
- 1.41 億
- 較 2023 年第 3 季 −726.7 萬 (−4.9%)
- 總市值
- $142.5 億
- 較 2023 年第 3 季 −$8.24 億 (−5.5%)
- 新進機構
- 140
- 另有 402 家加碼
- 清倉機構
- 69
- 另有 448 家減碼
另有 22 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 17,153 | $173.2 萬 | 0.11% | +1,232+7.7% | 加碼 |
| Benedict Financial Advisors Inc | 17,156 | $173.2 萬 | 0.47% | −144−0.8% | 減碼 |
| Page Arthur B | 17,344 | $175.1 萬 | 1.85% | −5,280−23.3% | 減碼 |
| Prospera Financial Services Inc | 17,351 | $175.2 萬 | 0.06% | +3,812+28.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 17,360 | $175.3 萬 | 0.15% | +1,679+10.7% | 加碼 |
| Valley National Advisers Inc | 17,449 | $176.1 萬 | 0.28% | −700−3.9% | 減碼 |
| Advisors Management Group Inc | 17,473 | $176.4 萬 | 0.48% | −1,020−5.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 17,520 | $176.9 萬 | 0.05% | +1,089+6.6% | 加碼 |
| KLR Investment Advisors, LLC | 17,537 | $177.1 萬 | 1.28% | +10,526+150.1% | 加碼 |
| Greenleaf Trust | 17,645 | $178.2 萬 | 0.02% | −19−0.1% | 減碼 |
| Independent Investors Inc | 17,900 | $180.7 萬 | 0.42% | 00.0% | 不變 |
| Park National Corp | 17,912 | $180.9 萬 | 0.07% | −497−2.7% | 減碼 |
| Headinvest, LLC | 18,015 | $181.9 萬 | 0.38% | −88−0.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,057 | $182.3 萬 | 0.21% | +3,489+23.9% | 加碼 |
| Kahn Brothers Group Inc | 18,063 | $182.4 萬 | 0.29% | −3,515−16.3% | 減碼 |
| Compass Wealth Management LLC | 18,285 | $184.6 萬 | 0.52% | +435+2.4% | 加碼 |
| HighPoint Advisor Group LLC | 19,568 | $187.3 萬 | 0.13% | +19,568 | 新進 |
| Checchi Capital Advisers, LLC | 18,556 | $187.3 萬 | 0.15% | +158+0.9% | 加碼 |
| Jamison Private Wealth Management, Inc. | 18,682 | $188.6 萬 | 0.35% | +48+0.3% | 加碼 |
| Johnson Investment Counsel Inc | 18,695 | $188.8 萬 | 0.02% | +1,412+8.2% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 18,833 | $190.2 萬 | 1.95% | +18,833 | 新進 |
| Dempze Nancy E | 19,146 | $193.3 萬 | 1.62% | −3,498−15.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,229 | $193.8 萬 | 0.07% | −215−1.2% | 減碼 |
| Atlantic Union Bankshares Corp | 19,366 | $195.5 萬 | 0.18% | −2,131−9.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 19,393 | $195.8 萬 | 0.18% | +19,393 | 新進 |
| Abbot Financial Management, Inc. | 19,429 | $196.2 萬 | 1.18% | −50−0.3% | 減碼 |
| Trust Co of Toledo NA | 19,458 | $196.5 萬 | 0.34% | +187+1.0% | 加碼 |
| Old Port Advisors | 19,816 | $200.1 萬 | 0.66% | +479+2.5% | 加碼 |
| Susquehanna International Group, LLP | 20,094 | $202.9 萬 | 0.00% | +7,485+59.4% | 加碼 |
| Azzad Asset Management Inc | 20,123 | $203.2 萬 | 0.26% | +254+1.3% | 加碼 |
| Principal Securities, Inc. | 20,149 | $203.4 萬 | 0.08% | +20,149 | 新進 |
| Ipswich Investment Management Co., Inc. | 20,227 | $204.2 萬 | 0.52% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 20,251 | $204.5 萬 | 0.03% | +15,927+368.3% | 加碼 |
| Kidder Stephen W | 20,256 | $204.5 萬 | 0.66% | −7,609−27.3% | 減碼 |
| Bokf, NA | 20,328 | $205.3 萬 | 0.04% | −3,082−13.2% | 減碼 |
| Wade G W & Inc | 20,428 | $206.3 萬 | 0.07% | −40.0% | 減碼 |
| Stock Yards Bank & Trust Co | 20,542 | $207.4 萬 | 0.07% | −1,764−7.9% | 減碼 |
| Veriti Management LLC | 20,560 | $207.6 萬 | 0.19% | +1,974+10.6% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 20,671 | $208.7 萬 | 1.18% | −560−2.6% | 減碼 |
| Synovus Financial Corp | 20,699 | $209.1 萬 | 0.03% | +1,328+6.9% | 加碼 |
| Henry James International Management, Inc. | 20,830 | $210.3 萬 | 0.79% | +6,404+44.4% | 加碼 |
| Diamond Hill Capital Management Inc | 20,974 | $211.8 萬 | 0.01% | +845+4.2% | 加碼 |
| Marietta Investment Partners LLC | 21,152 | $213.6 萬 | 0.53% | +7,680+57.0% | 加碼 |
| Fred Alger Management, LLC | 21,337 | $215.4 萬 | 0.01% | +2,579+13.7% | 加碼 |
| Clearstead Advisors, LLC | 21,398 | $216.1 萬 | 0.11% | −1,498−6.5% | 減碼 |
| Cetera Investment Advisers | 21,758 | $219.7 萬 | 0.02% | −1,121−4.9% | 減碼 |
| Everett Harris & Co | 22,083 | $223.0 萬 | 0.03% | −6,436−22.6% | 減碼 |
| First Hawaiian Bank | 22,094 | $223.1 萬 | 0.07% | −5,041−18.6% | 減碼 |
| Cascade Investment Advisors, Inc. | 22,250 | $224.7 萬 | 1.60% | −30−0.1% | 減碼 |
| Commerce Bank | 22,326 | $225.4 萬 | 0.02% | −60.0% | 減碼 |
| Advisors Asset Management, Inc. | 22,488 | $227.1 萬 | 0.05% | +2,044+10.0% | 加碼 |
| AE Wealth Management LLC | 21,341 | $228.7 萬 | 0.01% | −325−1.5% | 減碼 |
| Palisade Asset Management, LLC | 22,883 | $231.0 萬 | 0.25% | +951+4.3% | 加碼 |
| Benjamin Edwards Inc | 23,054 | $232.8 萬 | 0.51% | −4,054−15.0% | 減碼 |
| Arjuna Capital | 23,131 | $233.6 萬 | 0.73% | +1,068+4.8% | 加碼 |
| Huntington National Bank | 23,133 | $233.6 萬 | 0.02% | −69−0.3% | 減碼 |
| Fca Corp | 23,304 | $235.3 萬 | 0.81% | +28+0.1% | 加碼 |
| Daymark Wealth Partners, LLC | 23,421 | $236.5 萬 | 0.15% | +1,001+4.5% | 加碼 |
| Geneos Wealth Management Inc. | 23,613 | $238.4 萬 | 0.12% | +600+2.6% | 加碼 |
| EagleClaw Capital Managment, LLC | 23,624 | $238.5 萬 | 0.50% | +300+1.3% | 加碼 |
| Cubic Asset Management, LLC | 23,693 | $239.2 萬 | 0.61% | −2,100−8.1% | 減碼 |
| Forum Financial Management, LP | 23,822 | $240.5 萬 | 0.05% | −52−0.2% | 減碼 |
| Summit Global Investments | 23,873 | $241.0 萬 | 0.16% | −11,726−32.9% | 減碼 |
| Beacon Financial Group | 23,991 | $242.2 萬 | 0.30% | +763+3.3% | 加碼 |
| Transform Wealth, LLC | 24,078 | $243.1 萬 | 0.24% | −223−0.9% | 減碼 |
| Arvest Investments, Inc. | 24,254 | $244.9 萬 | 0.40% | +24,254 | 新進 |
| Tealwood Asset Management Inc | 24,326 | $245.6 萬 | 1.17% | −370−1.5% | 減碼 |
| Simplex Trading, LLC | 24,703 | $249.4 萬 | 0.08% | +15,728+175.2% | 加碼 |
| Quantitative Investment Management, LLC | 24,704 | $249.4 萬 | 0.14% | +22,580+1,063.1% | 加碼 |
| Hantz Financial Services, Inc. | 24,779 | $250.2 萬 | 0.05% | −1,303−5.0% | 減碼 |
| Integrated Wealth Concepts LLC | 24,796 | $250.4 萬 | 0.04% | −2,103−7.8% | 減碼 |
| Wambolt & Associates, LLC | 24,800 | $250.4 萬 | 0.82% | +3,480+16.3% | 加碼 |
| Prudential Financial Inc | 25,268 | $255.1 萬 | 0.00% | +2,633+11.6% | 加碼 |
| Foyston, Gordon, & Payne Inc | 25,456 | $257.0 萬 | 0.65% | +15,166+147.4% | 加碼 |
| MAI Capital Management | 25,464 | $257.1 萬 | 0.03% | +2,053+8.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 25,674 | $259.2 萬 | 0.03% | +3,635+16.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 25,890 | $261.4 萬 | 0.25% | +2,351+10.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 26,167 | $264.2 萬 | 0.08% | +1,247+5.0% | 加碼 |
| NBT Bank N A | 26,327 | $265.8 萬 | 0.21% | −308−1.2% | 減碼 |
| Northeast Investment Management | 26,352 | $266.1 萬 | 0.14% | −675−2.5% | 減碼 |
| Peapack Gladstone Financial Corp | 26,494 | $267.4 萬 | 0.05% | −1,085−3.9% | 減碼 |
| National Asset Management, Inc. | 26,779 | $270.4 萬 | 0.07% | −295−1.1% | 減碼 |
| Telos Capital Management, Inc. | 26,979 | $272.4 萬 | 0.33% | +860+3.3% | 加碼 |
| WCG Wealth Advisors LLC | 27,371 | $276.4 萬 | 0.20% | −6,452−19.1% | 減碼 |
| Voya Investment Management LLC | 27,435 | $277.0 萬 | 0.00% | 00.0% | 不變 |
| Arvest Trust Co N A | 27,501 | $277.7 萬 | 0.17% | +177+0.6% | 加碼 |
| Catalyst Capital Advisors LLC | 27,518 | $277.8 萬 | 0.07% | 00.0% | 不變 |
| Balentine LLC | 27,739 | $280.1 萬 | 0.09% | +2,699+10.8% | 加碼 |
| Hall Laurie J Trustee | 27,797 | $280.7 萬 | 1.08% | +25+0.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,822 | $280.9 萬 | 0.06% | +398+1.5% | 加碼 |
| Americana Partners, LLC | 27,881 | $281.5 萬 | 0.27% | +15,387+123.2% | 加碼 |
| Graham Capital Management, L.P. | 27,885 | $281.6 萬 | 0.09% | +27,885 | 新進 |
| Broderick Brian C | 27,960 | $282.3 萬 | 0.70% | −1,055−3.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 28,051 | $283.2 萬 | 0.41% | −19,241−40.7% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,330 | $286.0 萬 | 2.29% | +90+0.3% | 加碼 |
| Naples Global Advisors, LLC | 28,349 | $286.2 萬 | 0.31% | −300−1.0% | 減碼 |
| Fairfield, Bush & Co. | 29,412 | $297.0 萬 | 1.74% | −3,924−11.8% | 減碼 |
| Triasima Portfolio Management inc. | 29,505 | $297.9 萬 | 0.25% | +12,170+70.2% | 加碼 |
| Moors & Cabot, Inc. | 29,542 | $298.3 萬 | 0.19% | +250+0.9% | 加碼 |
| Arlington Partners LLC | 29,649 | $299.4 萬 | 0.86% | +623+2.1% | 加碼 |