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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 29,822 | $301.1 萬 | 0.09% | −100−0.3% | 減碼 |
| Y.D. More Investments Ltd | 30,070 | $303.6 萬 | 0.62% | −13,730−31.3% | 減碼 |
| apricus wealth, LLC | 30,790 | $310.9 萬 | 2.37% | +531+1.8% | 加碼 |
| Synergy Financial Management, LLC | 30,829 | $311.3 萬 | 0.56% | −3,353−9.8% | 減碼 |
| Delaney Dennis R | 30,855 | $311.5 萬 | 1.85% | −9,953−24.4% | 減碼 |
| Kestra Advisory Services, LLC | 30,920 | $312.2 萬 | 0.03% | +1,266+4.3% | 加碼 |
| Oppenheimer & Co Inc | 30,996 | $313.0 萬 | 0.06% | +537+1.8% | 加碼 |
| Brinker Capital Investments, LLC | 29,955 | $320.7 萬 | 0.04% | −1,914−6.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 29,955 | $320.7 萬 | 0.04% | −1,914−6.0% | 減碼 |
| Boston Partners | 31,776 | $320.8 萬 | 0.00% | +1,836+6.1% | 加碼 |
| Fort Pitt Capital Group, LLC | 31,812 | $321.2 萬 | 0.11% | +2,536+8.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 32,077 | $323.9 萬 | 0.04% | −8,960−21.8% | 減碼 |
| Park Avenue Securities LLC | 32,122 | $324.3 萬 | 0.04% | +2,039+6.8% | 加碼 |
| Davenport & Co LLC | 32,155 | $324.7 萬 | 0.02% | −973−2.9% | 減碼 |
| Bradley Foster & Sargent Inc | 32,367 | $326.8 萬 | 0.06% | −5,062−13.5% | 減碼 |
| Chesley Taft & Associates LLC | 33,062 | $333.8 萬 | 0.19% | +100+0.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 33,356 | $336.8 萬 | 0.01% | +1,659+5.2% | 加碼 |
| WealthTrust Axiom LLC | 33,949 | $342.8 萬 | 1.15% | +759+2.3% | 加碼 |
| We Are One Seven, LLC | 33,966 | $343.0 萬 | 0.20% | +2,054+6.4% | 加碼 |
| Sofos Investments, Inc. | 33,965 | $343.0 萬 | 0.96% | +33,921+77,093.2% | 加碼 |
| Providence Capital Advisors, LLC | 34,304 | $346.4 萬 | 0.83% | −1,103−3.1% | 減碼 |
| Argent Trust Co | 34,418 | $347.5 萬 | 0.17% | −351−1.0% | 減碼 |
| Rhumbline Advisers | 34,581 | $349.2 萬 | 0.00% | +398+1.2% | 加碼 |
| Advisory Services Network, LLC | 34,630 | $349.7 萬 | 0.09% | −1,610−4.4% | 減碼 |
| Haverford Trust Co | 34,816 | $351.5 萬 | 0.04% | +3,586+11.5% | 加碼 |
| Logan Capital Management Inc | 35,447 | $357.9 萬 | 0.17% | +1,568+4.6% | 加碼 |
| Signaturefd, LLC | 35,463 | $358.1 萬 | 0.08% | +996+2.9% | 加碼 |
| Patten & Patten Inc | 35,600 | $359.5 萬 | 0.30% | −1,860−5.0% | 減碼 |
| Choate Investment Advisors | 35,737 | $360.8 萬 | 0.11% | +21,143+144.9% | 加碼 |
| Perennial Advisors, LLC | 35,790 | $361.4 萬 | 0.89% | +711+2.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 36,629 | $369.8 萬 | 0.04% | +4,304+13.3% | 加碼 |
| Moreno Evelyn V | 36,718 | $370.7 萬 | 1.75% | −41,798−53.2% | 減碼 |
| Notis-McConarty Edward | 36,731 | $370.9 萬 | 1.48% | −5,320−12.7% | 減碼 |
| Advisors Capital Management, LLC | 37,144 | $375.0 萬 | 0.08% | −132−0.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 37,354 | $377.2 萬 | 0.05% | +2,169+6.2% | 加碼 |
| Private Advisor Group, LLC | 37,625 | $379.9 萬 | 0.03% | −1,320−3.4% | 減碼 |
| Beach Investment Counsel Inc | 37,835 | $382.0 萬 | 0.47% | −790−2.0% | 減碼 |
| Standard Life Aberdeen plc | 38,071 | $384.4 萬 | 0.01% | +38,071 | 新進 |
| Woodmont Investment Counsel LLC | 38,732 | $391.1 萬 | 0.37% | −1,590−3.9% | 減碼 |
| Walleye Trading LLC | 38,853 | $392.3 萬 | 0.06% | −8,569−18.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 39,107 | $394.9 萬 | 0.05% | +18,242+87.4% | 加碼 |
| Foundations Investment Advisors, LLC | 38,304 | $403.5 萬 | 0.11% | +2,781+7.8% | 加碼 |
| Yousif Capital Management, LLC | 40,148 | $405.4 萬 | 0.05% | +2,500+6.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 40,559 | $409.5 萬 | 0.61% | −1,285−3.1% | 減碼 |
| Hayek Kallen Investment Management | 40,785 | $411.8 萬 | 1.72% | −136−0.3% | 減碼 |
| Glenmede Trust Co NA | 40,947 | $413.4 萬 | 0.02% | +1,994+5.1% | 加碼 |
| Naviter Wealth, LLC | 41,219 | $416.2 萬 | 0.84% | +8,116+24.5% | 加碼 |
| Carret Asset Management, LLC | 41,349 | $417.5 萬 | 0.53% | −442−1.1% | 減碼 |
| Jones Financial Companies LLLP | 41,417 | $418.2 萬 | 0.01% | +617+1.5% | 加碼 |
| Keybank National Association | 41,645 | $420.5 萬 | 0.02% | +3,643+9.6% | 加碼 |
| Cardinal Capital Management | 41,849 | $422.5 萬 | 0.80% | +154+0.4% | 加碼 |
| SG Americas Securities, LLC | 43,047 | $434.6 萬 | 0.05% | +8,724+25.4% | 加碼 |
| Glassy Mountain Advisors, Inc. | 43,243 | $436.6 萬 | 1.80% | +703+1.7% | 加碼 |
| Scotia Capital Inc. | 43,699 | $441.2 萬 | 0.03% | −1,067−2.4% | 減碼 |
| Trust Co of Vermont | 44,185 | $446.1 萬 | 0.30% | −8,749−16.5% | 減碼 |
| Atria Investments LLC | 44,647 | $450.6 萬 | 0.07% | −878−1.9% | 減碼 |
| Auto-Owners Insurance Co | 45,143 | $455.8 萬 | 0.14% | 00.0% | 不變 |
| Greenfield Seitz Capital Management, LLC | 45,563 | $460.0 萬 | 1.83% | +45,563 | 新進 |
| Farmers & Merchants Investments Inc | 45,689 | $461.3 萬 | 0.17% | −1,720−3.6% | 減碼 |
| Nichols & Pratt Advisers LLP | 45,943 | $463.9 萬 | 0.33% | −5,321−10.4% | 減碼 |
| Smithbridge Asset Management Inc | 46,276 | $467.2 萬 | 1.06% | +387+0.8% | 加碼 |
| Guardian Capital Advisors LP | 44,541 | $476.9 萬 | 0.50% | +132+0.3% | 加碼 |
| Whittier Trust Co | 47,662 | $481.2 萬 | 0.08% | −268−0.6% | 減碼 |
| Acadian Asset Management LLC | 48,158 | $485.9 萬 | 0.02% | +34,228+245.7% | 加碼 |
| Brown Brothers Harriman & Co | 48,247 | $487.1 萬 | 0.04% | −13,045−21.3% | 減碼 |
| Deutsche Bank AG | 48,652 | $491.2 萬 | 0.00% | −1,587−3.2% | 減碼 |
| Sawtooth Solutions, LLC | 48,661 | $491.3 萬 | 0.13% | +3,696+8.2% | 加碼 |
| Bleakley Financial Group, LLC | 48,828 | $493.0 萬 | 0.16% | +3,863+8.6% | 加碼 |
| Marex Group plc | 49,000 | $494.8 萬 | 0.19% | +49,000 | 新進 |
| Jefferies Financial Group Inc. | 49,437 | $499.2 萬 | 0.08% | +49,437 | 新進 |
| JustInvest LLC | 50,071 | $505.6 萬 | 0.13% | −1,347−2.6% | 減碼 |
| Baldwin Brothers Inc | 50,507 | $510.0 萬 | 0.40% | −1,982−3.8% | 減碼 |
| Prentiss Smith & Co Inc | 50,556 | $510.5 萬 | 3.80% | −1,476−2.8% | 減碼 |
| Clear Street Markets LLC | 50,851 | $513.4 萬 | 2.06% | +50,851 | 新進 |
| First Manhattan Co | 50,892 | $513.9 萬 | 0.02% | −588−1.1% | 減碼 |
| Pittenger & Anderson Inc | 51,070 | $515.7 萬 | 0.23% | 00.0% | 不變 |
| Garland Capital Management Inc | 51,310 | $518.1 萬 | 3.64% | −3,400−6.2% | 減碼 |
| Fayez Sarofim & Co | 51,475 | $520.1 萬 | 0.02% | −12,865−20.0% | 減碼 |
| Mar Vista Investment Partners LLC | 51,675 | $521.8 萬 | 0.24% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 51,913 | $524.2 萬 | 0.27% | +1,093+2.2% | 加碼 |
| Timber Creek Capital Management LLC | 51,982 | $524.9 萬 | 1.79% | +267+0.5% | 加碼 |
| Fiduciary Trust Co | 52,330 | $528.4 萬 | 0.09% | −698−1.3% | 減碼 |
| CIBC World Markets Inc. | 53,180 | $537.0 萬 | 0.02% | −63,100−54.3% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 53,313 | $538.3 萬 | 2.50% | −436−0.8% | 減碼 |
| Narwhal Capital Management | 53,583 | $541.0 萬 | 0.59% | −493−0.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 54,292 | $548.2 萬 | 0.21% | +424+0.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 54,817 | $553.5 萬 | 0.01% | −70,106−56.1% | 減碼 |
| TD Asset Management Inc | 55,096 | $556.3 萬 | 0.01% | +41,815+314.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 55,184 | $557.2 萬 | 0.07% | +23,827+76.0% | 加碼 |
| Syon Capital LLC | 55,649 | $561.9 萬 | 0.58% | −8,833−13.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 55,733 | $562.7 萬 | 0.55% | −24,415−30.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 55,773 | $563.1 萬 | 0.02% | −7,807−12.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 55,903 | $564.5 萬 | 0.01% | +20,279+56.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 56,095 | $566.4 萬 | 0.01% | −2,410−4.1% | 減碼 |
| Cresset Asset Management, LLC | 57,632 | $581.9 萬 | 0.04% | +1,870+3.4% | 加碼 |
| Fifth Third Bancorp | 59,135 | $597.1 萬 | 0.03% | −1,871−3.1% | 減碼 |
| Sphera Funds Management Ltd. | 60,000 | $605.8 萬 | 1.12% | 00.0% | 不變 |
| Alliancebernstein L.P. | 60,130 | $607.1 萬 | 0.00% | +7,703+14.7% | 加碼 |
| Pinnacle Associates Ltd | 61,000 | $615.9 萬 | 0.10% | −220−0.4% | 減碼 |
| Rathbone Brothers plc | 61,745 | $623.4 萬 | 0.04% | −3,057−4.7% | 減碼 |