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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 7,728 | $78.0 萬 | 0.14% | +3,420+79.4% | 加碼 |
| Modera Wealth Management, LLC | 7,779 | $78.5 萬 | 0.01% | +223+3.0% | 加碼 |
| Lee Danner & Bass Inc | 7,830 | $79.1 萬 | 0.07% | 00.0% | 不變 |
| Covenant Partners, LLC | 7,849 | $79.3 萬 | 0.25% | −90−1.1% | 減碼 |
| Davidson Trust Co | 7,864 | $79.4 萬 | 0.51% | +112+1.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,890 | $79.7 萬 | 0.04% | −212−2.6% | 減碼 |
| Resources Investment Advisors, LLC. | 7,909 | $79.9 萬 | 0.01% | +3,686+87.3% | 加碼 |
| Burns J W & Co Inc | 7,914 | $79.9 萬 | 0.12% | +300+3.9% | 加碼 |
| Csenge Advisory Group | 7,921 | $80.0 萬 | 0.05% | +806+11.3% | 加碼 |
| Montag A & Associates Inc | 7,973 | $80.5 萬 | 0.04% | −103−1.3% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,999 | $80.8 萬 | 0.05% | −33−0.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,811 | $80.8 萬 | 0.01% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 8,014 | $80.9 萬 | 0.16% | +6+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 8,028 | $81.1 萬 | 0.06% | +8,028 | 新進 |
| BNP Paribas Arbitrage, SA | 8,036 | $81.1 萬 | 0.00% | +7,480+1,345.3% | 加碼 |
| Means Investment Co., Inc. | 8,074 | $81.5 萬 | 0.12% | +103+1.3% | 加碼 |
| Liberty One Investment Management, LLC | 8,101 | $81.8 萬 | 0.10% | −25−0.3% | 減碼 |
| Hilltop Holdings Inc. | 8,114 | $81.9 萬 | 0.09% | −218−2.6% | 減碼 |
| Telemus Capital, LLC | 8,122 | $82.0 萬 | 0.07% | −1,687−17.2% | 減碼 |
| Central Trust Co | 8,145 | $82.2 萬 | 0.02% | +70+0.9% | 加碼 |
| Banco de Sabadell, S.A | 8,156 | $82.4 萬 | 0.63% | −21−0.3% | 減碼 |
| Unique Wealth Strategies, LLC | 8,170 | $82.5 萬 | 0.55% | +8,170 | 新進 |
| King Luther Capital Management Corp | 8,187 | $82.7 萬 | 0.00% | −159−1.9% | 減碼 |
| Armor Investment Advisors, LLC | 8,224 | $83.0 萬 | 0.44% | +436+5.6% | 加碼 |
| Valmark Advisers, Inc. | 8,244 | $83.2 萬 | 0.02% | −10.0% | 減碼 |
| Cypress Asset Management Inc | 8,246 | $83.3 萬 | 0.25% | −177−2.1% | 減碼 |
| Lake Street Advisors Group, LLC | 8,258 | $83.4 萬 | 0.04% | +8,258 | 新進 |
| Dakota Wealth Management | 8,305 | $83.9 萬 | 0.03% | −131−1.6% | 減碼 |
| Fulton Bank, N.A. | 8,355 | $84.4 萬 | 0.04% | +804+10.6% | 加碼 |
| BSW Wealth Partners | 8,371 | $84.5 萬 | 0.17% | +1,456+21.1% | 加碼 |
| Mill Capital Management, LLC | 8,384 | $84.7 萬 | 0.08% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 8,395 | $84.8 萬 | 0.20% | +8,395 | 新進 |
| Epoch Investment Partners, Inc. | 8,460 | $85.4 萬 | 0.00% | +811+10.6% | 加碼 |
| Kingsview Wealth Management, LLC | 8,529 | $86.1 萬 | 0.03% | −426−4.8% | 減碼 |
| Atomi Financial Group, Inc. | 8,568 | $86.5 萬 | 0.12% | +8,568 | 新進 |
| Point72 Hong Kong Ltd | 8,607 | $86.9 萬 | 0.05% | +8,607 | 新進 |
| Pitcairn Co | 8,654 | $87.4 萬 | 0.06% | +3,960+84.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,657 | $87.4 萬 | 0.05% | +191+2.3% | 加碼 |
| Bangor Savings Bank | 8,683 | $87.7 萬 | 0.10% | +513+6.3% | 加碼 |
| JNBA Financial Advisors | 8,685 | $87.7 萬 | 0.10% | −357−3.9% | 減碼 |
| Klingenstein Fields & Co LP | 8,743 | $88.3 萬 | 0.04% | +500+6.1% | 加碼 |
| Associated Banc-Corp | 8,821 | $89.1 萬 | 0.03% | −221−2.4% | 減碼 |
| Parallel Advisors, LLC | 8,871 | $89.6 萬 | 0.03% | −235−2.6% | 減碼 |
| Beaton Management Co. Inc. | 8,873 | $89.6 萬 | 0.54% | 00.0% | 不變 |
| Flputnam Investment Management Co | 8,926 | $90.1 萬 | 0.02% | +91+1.0% | 加碼 |
| 1620 Investment Advisors, Inc. | 8,930 | $90.2 萬 | 0.99% | +8,930 | 新進 |
| DRW Securities, LLC | 8,964 | $90.5 萬 | 0.03% | +3,963+79.2% | 加碼 |
| Sittner & Nelson, LLC | 9,002 | $90.9 萬 | 0.49% | −513−5.4% | 減碼 |
| Adviser Investments LLC | 9,060 | $91.5 萬 | 0.01% | +2,110+30.4% | 加碼 |
| Semmax Financial Advisors Inc. | 9,252 | $91.6 萬 | 0.33% | +523+6.0% | 加碼 |
| Hamel Associates, Inc. | 9,145 | $92.3 萬 | 0.33% | −500−5.2% | 減碼 |
| Mutual Advisors, LLC | 9,172 | $92.6 萬 | 0.03% | −2,102−18.6% | 減碼 |
| Eqis Capital Management, Inc. | 9,213 | $93.0 萬 | 0.08% | +903+10.9% | 加碼 |
| Northcape Wealth Management, LLC | 9,262 | $93.5 萬 | 0.34% | −94−1.0% | 減碼 |
| Holderness Investments Co | 9,280 | $93.7 萬 | 0.26% | 00.0% | 不變 |
| DGS Capital Management, LLC | 9,305 | $94.0 萬 | 0.36% | +576+6.6% | 加碼 |
| Boston Financial Mangement LLC | 9,308 | $94.0 萬 | 0.03% | +843+10.0% | 加碼 |
| Mission Wealth Management, LP | 9,336 | $94.3 萬 | 0.03% | +279+3.1% | 加碼 |
| Foster & Motley Inc | 9,448 | $95.4 萬 | 0.07% | +4,358+85.6% | 加碼 |
| Ieq Capital, LLC | 9,458 | $95.5 萬 | 0.02% | +3,997+73.2% | 加碼 |
| Mather Group, LLC. | 9,475 | $95.7 萬 | 0.02% | +1,712+22.1% | 加碼 |
| Mystic Asset Management, Inc. | 9,484 | $95.8 萬 | 0.46% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 9,599 | $96.9 萬 | 0.00% | +3,081+47.3% | 加碼 |
| Kennon-Green & Company, LLC | 9,646 | $97.4 萬 | 0.99% | −1,255−11.5% | 減碼 |
| Simmons Bank | 9,712 | $98.1 萬 | 0.08% | 00.0% | 不變 |
| Becker Capital Management Inc | 9,716 | $98.1 萬 | 0.04% | −40−0.4% | 減碼 |
| Drexel Morgan & Co. | 9,720 | $98.1 萬 | 0.23% | 00.0% | 不變 |
| Kensington Investment Counsel, LLC | 9,808 | $99.0 萬 | 0.52% | +458+4.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 9,857 | $99.5 萬 | 0.06% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 9,930 | $100.3 萬 | 0.05% | −239−2.4% | 減碼 |
| Clarius Group, LLC | 9,971 | $100.7 萬 | 0.08% | −26−0.3% | 減碼 |
| Privium Fund Management B.V. | 9,980 | $100.8 萬 | 0.28% | −1,000−9.1% | 減碼 |
| Leo Wealth, LLC | 9,982 | $100.9 萬 | 0.10% | +9,982 | 新進 |
| NBC Securities, Inc. | 10,028 | $101.2 萬 | 0.10% | −48−0.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 10,046 | $101.4 萬 | 0.05% | −391−3.7% | 減碼 |
| Empire Financial Management Company, LLC | 10,066 | $101.6 萬 | 0.40% | +81+0.8% | 加碼 |
| Harbour Trust & Investment Management Co | 10,095 | $101.9 萬 | 0.14% | +10,095 | 新進 |
| Financial Advocates Investment Management | 10,101 | $102.0 萬 | 0.07% | 00.0% | 不變 |
| Amundi | 9,602 | $102.2 萬 | 0.00% | +9,602 | 新進 |
| KCM Investment Advisors LLC | 10,139 | $102.4 萬 | 0.04% | −448−4.2% | 減碼 |
| New Hampshire Trust | 10,177 | $102.8 萬 | 0.25% | −878−7.9% | 減碼 |
| CX Institutional | 10,255 | $103.5 萬 | 0.06% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 10,275 | $103.7 萬 | 0.21% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 10,395 | $105.0 萬 | 0.14% | −139−1.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 10,494 | $106.0 萬 | 0.01% | −11−0.1% | 減碼 |
| Scott & Selber, Inc. | 10,526 | $106.3 萬 | 0.40% | −26−0.2% | 減碼 |
| Blue Square Asset Management, LLC | 10,655 | $107.6 萬 | 0.72% | +2,226+26.4% | 加碼 |
| Chilton Capital Management LLC | 10,680 | $107.8 萬 | 0.05% | −10−0.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 10,744 | $108.5 萬 | 0.21% | +1,548+16.8% | 加碼 |
| Ar Asset Management Inc | 10,750 | $108.5 萬 | 0.28% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 10,775 | $108.8 萬 | 0.27% | 00.0% | 不變 |
| Welch Group, LLC | 10,782 | $108.9 萬 | 0.06% | −123−1.1% | 減碼 |
| Lincoln National Corp | 10,826 | $109.3 萬 | 0.02% | +1,846+20.6% | 加碼 |
| Strategic Global Advisors, LLC | 10,840 | $109.5 萬 | 0.25% | −250−2.3% | 減碼 |
| Umb Bank N A | 10,891 | $110.0 萬 | 0.02% | −775−6.6% | 減碼 |
| Susquehanna International Group Ltd. | 11,010 | $111.2 萬 | 0.25% | −818−6.9% | 減碼 |
| Voya Financial Advisors, Inc. | 11,136 | $111.3 萬 | 0.13% | +391+3.6% | 加碼 |
| Connectus Wealth, LLC | 11,045 | $111.5 萬 | 0.02% | +8,399+317.4% | 加碼 |
| EP Wealth Advisors, LLC | 11,052 | $111.6 萬 | 0.01% | −1,196−9.8% | 減碼 |
| Venture Visionary Partners LLC | 11,144 | $112.5 萬 | 0.06% | −123−1.1% | 減碼 |