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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 3,751 | $37.9 萬 | 0.03% | −75−2.0% | 減碼 |
| Riverview Trust Co | 3,763 | $38.0 萬 | 0.39% | 00.0% | 不變 |
| Allworth Financial LP | 3,780 | $38.2 萬 | 0.00% | +733+24.1% | 加碼 |
| BKD Wealth Advisors, LLC | 3,786 | $38.2 萬 | 0.01% | −538−12.4% | 減碼 |
| Hollow Brook Wealth Management LLC | 3,788 | $38.2 萬 | 0.15% | 00.0% | 不變 |
| DF Dent & Co Inc | 3,807 | $38.4 萬 | 0.01% | 00.0% | 不變 |
| RNC Capital Management LLC | 3,807 | $38.4 萬 | 0.02% | +560+17.2% | 加碼 |
| Oakworth Capital, Inc. | 3,808 | $38.4 萬 | 0.03% | −5−0.1% | 減碼 |
| Verity Asset Management, Inc. | 3,822 | $38.6 萬 | 0.25% | +645+20.3% | 加碼 |
| Mattern Wealth Management LLC | 3,832 | $38.7 萬 | 0.10% | −53−1.4% | 減碼 |
| Hexagon Capital Partners LLC | 3,854 | $38.9 萬 | 0.09% | +1,171+43.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 3,861 | $39.0 萬 | 0.01% | +3,861 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 3,875 | $39.1 萬 | 0.02% | +13+0.3% | 加碼 |
| Cetera Trust Company, N.A | 3,887 | $39.2 萬 | 0.24% | +3,887 | 新進 |
| Wesbanco Bank Inc | 3,892 | $39.3 萬 | 0.02% | −741−16.0% | 減碼 |
| Cypress Capital Group | 3,904 | $39.4 萬 | 0.05% | −231−5.6% | 減碼 |
| Twin Lakes Capital Management, LLC | 3,905 | $39.4 萬 | 0.27% | 00.0% | 不變 |
| Hoylecohen, LLC | 3,918 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Busey Wealth Management | 3,926 | $39.6 萬 | 0.02% | +320+8.9% | 加碼 |
| Ategra Capital Management, LLC | 3,933 | $39.7 萬 | 0.18% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,943 | $39.8 萬 | 0.01% | −182−4.4% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,947 | $39.9 萬 | 0.28% | −12−0.3% | 減碼 |
| Institute for Wealth Management, LLC. | 3,975 | $40.1 萬 | 0.07% | −12−0.3% | 減碼 |
| Spire Wealth Management | 3,757 | $40.7 萬 | 0.01% | −15−0.4% | 減碼 |
| Shufro Rose & Co LLC | 4,000 | $40.7 萬 | 0.04% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 4,048 | $40.9 萬 | 0.18% | +1,757+76.7% | 加碼 |
| D.B. Root & Company, LLC | 4,055 | $40.9 萬 | 0.15% | −572−12.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 4,078 | $41.2 萬 | 0.21% | +1,136+38.6% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,080 | $41.2 萬 | 0.35% | +180+4.6% | 加碼 |
| Curbstone Financial Management Corp | 4,094 | $41.3 萬 | 0.09% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 4,123 | $41.6 萬 | 0.04% | 00.0% | 不變 |
| First Light Asset Management, LLC | 4,123 | $41.6 萬 | 0.03% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 4,174 | $42.1 萬 | 0.23% | +44+1.1% | 加碼 |
| Rosenbaum Jay D. | 4,180 | $42.2 萬 | 1.09% | −4,375−51.1% | 減碼 |
| Nwam LLC | 4,250 | $42.2 萬 | 0.03% | +54+1.3% | 加碼 |
| Pointe Capital Management LLC | 4,194 | $42.3 萬 | 0.29% | +43+1.0% | 加碼 |
| BBR Partners, LLC | 4,199 | $42.4 萬 | 0.04% | +1,430+51.6% | 加碼 |
| Beck Mack & Oliver LLC | 4,200 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Helen Stephens Group, LLC | 4,238 | $42.8 萬 | 0.19% | 00.0% | 不變 |
| Beddow Capital Management Inc | 4,240 | $42.8 萬 | 0.20% | 00.0% | 不變 |
| S.A. Mason LLC | 4,240 | $42.8 萬 | 0.29% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,247 | $42.9 萬 | 0.04% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 4,250 | $42.9 萬 | 0.07% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 4,289 | $43.3 萬 | 0.11% | +4,289 | 新進 |
| Capital Analysts, LLC | 4,303 | $43.4 萬 | 0.02% | −1,295−23.1% | 減碼 |
| Summit Trail Advisors, LLC | 4,323 | $43.6 萬 | 0.01% | +685+18.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,341 | $43.8 萬 | 0.22% | 00.0% | 不變 |
| Strategic Investment Advisors | 4,357 | $44.0 萬 | 0.06% | +143+3.4% | 加碼 |
| Beutel, Goodman & Co Ltd. | 4,365 | $44.0 萬 | 0.00% | +1,530+54.0% | 加碼 |
| Rossmore Private Capital | 4,361 | $44.0 萬 | 0.06% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 4,363 | $44.1 萬 | 0.12% | +3+0.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,376 | $44.1 萬 | 0.04% | −521−10.6% | 減碼 |
| HB Wealth Management, LLC | 4,377 | $44.2 萬 | 0.01% | −300−6.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,445 | $44.9 萬 | 0.08% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,450 | $44.9 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 4,455 | $45.0 萬 | 0.02% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 4,465 | $45.1 萬 | 0.12% | 00.0% | 不變 |
| Altfest L J & Co Inc | 4,479 | $45.2 萬 | 0.07% | −42−0.9% | 減碼 |
| Berkshire Bank | 4,483 | $45.3 萬 | 0.12% | −471−9.5% | 減碼 |
| Capital Investment Advisors, LLC | 4,488 | $45.3 萬 | 0.01% | +354+8.6% | 加碼 |
| XTX Topco Ltd | 4,519 | $45.6 萬 | 0.10% | +4,519 | 新進 |
| Freestone Capital Holdings, LLC | 4,549 | $45.9 萬 | 0.02% | −190−4.0% | 減碼 |
| Cohen Investment Advisors LLC | 4,558 | $46.0 萬 | 0.34% | −439−8.8% | 減碼 |
| Insigneo Advisory Services, LLC | 4,566 | $46.1 萬 | 0.06% | +631+16.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 4,589 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,598 | $46.4 萬 | 0.02% | +350+8.2% | 加碼 |
| Cullinan Associates Inc | 4,600 | $46.4 萬 | 0.03% | −200−4.2% | 減碼 |
| Motco | 4,608 | $46.5 萬 | 0.03% | +2,549+123.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 4,624 | $46.7 萬 | 0.17% | 00.0% | 不變 |
| Callan Capital, LLC | 4,628 | $46.7 萬 | 0.04% | +4,628 | 新進 |
| Brighton Jones LLC | 4,653 | $47.0 萬 | 0.02% | +7+0.2% | 加碼 |
| Elmwood Wealth Management, Inc. | 4,708 | $47.5 萬 | 0.33% | −3,356−41.6% | 減碼 |
| HF Advisory Group, LLC | 4,710 | $47.5 萬 | 0.30% | +1,368+40.9% | 加碼 |
| Tranquilli Financial Advisor LLC | 4,720 | $47.7 萬 | 0.34% | −292−5.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,723 | $47.7 萬 | 0.06% | −287−5.7% | 減碼 |
| Intellectus Partners, LLC | 4,726 | $47.7 萬 | 0.14% | 00.0% | 不變 |
| Plancorp, LLC | 4,777 | $48.2 萬 | 0.02% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 4,893 | $49.4 萬 | 0.01% | −63−1.3% | 減碼 |
| Cordatus Wealth Management LLC | 4,909 | $49.6 萬 | 0.41% | −223−4.3% | 減碼 |
| Wealthsource Partners, LLC | 4,936 | $49.8 萬 | 0.03% | −625−11.2% | 減碼 |
| Greenwood Gearhart Inc | 4,942 | $49.9 萬 | 0.05% | −250−4.8% | 減碼 |
| North Star Asset Management Inc | 4,951 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Diversified Trust Co | 4,957 | $50.1 萬 | 0.02% | −163−3.2% | 減碼 |
| First Affirmative Financial Network | 4,975 | $50.2 萬 | 0.40% | −61−1.2% | 減碼 |
| Valley Brook Capital Group | 4,984 | $50.3 萬 | 0.44% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $50.6 萬 | 0.31% | 00.0% | 不變 |
| Summit Financial, LLC | 5,029 | $50.8 萬 | 0.03% | +388+8.4% | 加碼 |
| Hall Capital Management Co Inc | 5,032 | $50.8 萬 | 0.30% | −83−1.6% | 減碼 |
| Alhambra Investment Partners LLC | 5,034 | $50.8 萬 | 0.30% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 5,045 | $50.9 萬 | 0.05% | +1,428+39.5% | 加碼 |
| Balyasny Asset Management LLC | 5,066 | $51.2 萬 | 0.00% | +1,151+29.4% | 加碼 |
| Personal Cfo Solutions, LLC | 5,091 | $51.4 萬 | 0.09% | +5,091 | 新進 |
| Private Trust Co NA | 5,092 | $51.4 萬 | 0.06% | +465+10.0% | 加碼 |
| RSM US Wealth Management LLC | 5,107 | $51.6 萬 | 0.01% | +5,107 | 新進 |
| Northwest Capital Management Inc | 5,150 | $52.0 萬 | 0.17% | 00.0% | 不變 |
| Canal Capital Management, LLC | 5,184 | $52.3 萬 | 0.10% | +280+5.7% | 加碼 |
| American Trust Investment Advisors, LLC | 5,232 | $52.8 萬 | 0.27% | +112+2.2% | 加碼 |
| Carr Financial Group Corp | 5,253 | $53.0 萬 | 0.20% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 5,263 | $53.1 萬 | 0.01% | +676+14.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,272 | $53.2 萬 | 0.05% | +53+1.0% | 加碼 |