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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 11,148 | $112.6 萬 | 0.80% | +11,148 | 新進 |
| Kathmere Capital Management, LLC | 11,168 | $112.8 萬 | 0.15% | −83−0.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,263 | $113.7 萬 | 0.00% | −2,795−19.9% | 減碼 |
| South State Corp. | 11,309 | $114.2 萬 | 0.10% | −100−0.9% | 減碼 |
| Ativo Capital Management LLC | 11,314 | $114.2 萬 | 1.22% | −88−0.8% | 減碼 |
| Transcend Wealth Collective, LLC | 11,320 | $114.3 萬 | 0.10% | −192−1.7% | 減碼 |
| LCNB Corp | 11,384 | $114.9 萬 | 0.45% | −175−1.5% | 減碼 |
| Level Four Advisory Services, LLC | 11,391 | $115.0 萬 | 0.06% | −709−5.9% | 減碼 |
| Ameritas Advisory Services, LLC | 11,419 | $115.2 萬 | 0.06% | −1,394−10.9% | 減碼 |
| Susquehanna International Securities, Ltd. | 11,462 | $115.7 萬 | 0.84% | +11,462 | 新進 |
| Greenwich Wealth Management LLC | 11,476 | $115.9 萬 | 0.11% | 00.0% | 不變 |
| McDaniel Terry & Co | 11,511 | $116.2 萬 | 0.11% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 11,570 | $116.8 萬 | 0.04% | −52−0.4% | 減碼 |
| First Horizon Advisors, Inc. | 11,675 | $117.9 萬 | 0.04% | −287−2.4% | 減碼 |
| Highland Capital Management, LLC | 11,682 | $118.0 萬 | 0.07% | +150+1.3% | 加碼 |
| Eagle Asset Management Inc | 11,713 | $118.3 萬 | 0.01% | −553−4.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,717 | $118.3 萬 | 0.07% | +34+0.3% | 加碼 |
| Qtron Investments LLC | 11,755 | $118.7 萬 | 0.19% | 00.0% | 不變 |
| Abbrea Capital, LLC | 11,756 | $118.7 萬 | 0.17% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 11,797 | $119.1 萬 | 0.02% | −403−3.3% | 減碼 |
| TD Private Client Wealth LLC | 11,932 | $120.5 萬 | 0.04% | +629+5.6% | 加碼 |
| Abundance Wealth Counselors | 11,933 | $120.5 萬 | 0.31% | +664+5.9% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 12,000 | $121.2 萬 | 0.88% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 12,067 | $121.8 萬 | 0.02% | −242−2.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 12,088 | $122.1 萬 | 0.02% | −10,769−47.1% | 減碼 |
| XML Financial, LLC | 12,090 | $122.1 萬 | 0.13% | −41−0.3% | 減碼 |
| Trust Co of Oklahoma | 12,098 | $122.2 萬 | 0.46% | +518+4.5% | 加碼 |
| Avantax Advisory Services, Inc. | 12,187 | $123.1 萬 | 0.01% | −792−6.1% | 減碼 |
| Intrust Bank NA | 12,383 | $125.0 萬 | 0.15% | +1,202+10.8% | 加碼 |
| Arnhold LLC | 12,636 | $127.6 萬 | 0.14% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 12,659 | $127.8 萬 | 0.11% | +1,303+11.5% | 加碼 |
| Brookstone Capital Management | 12,671 | $127.9 萬 | 0.02% | +684+5.7% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,674 | $128.0 萬 | 0.09% | −4,127−24.6% | 減碼 |
| Quantbot Technologies LP | 12,746 | $128.7 萬 | 0.07% | +9,593+304.2% | 加碼 |
| Schechter Investment Advisors, LLC | 12,748 | $128.7 萬 | 0.11% | +330+2.7% | 加碼 |
| Baker Ellis Asset Management LLC | 12,769 | $128.9 萬 | 0.21% | 00.0% | 不變 |
| Court Place Advisors, LLC | 12,795 | $129.2 萬 | 0.42% | −200−1.5% | 減碼 |
| WSFS Capital Management, LLC | 12,901 | $130.3 萬 | 0.08% | −371−2.8% | 減碼 |
| Lido Advisors, LLC | 12,956 | $130.8 萬 | 0.01% | +854+7.1% | 加碼 |
| Engineers Gate Manager LP | 12,978 | $131.0 萬 | 0.04% | +8,820+212.1% | 加碼 |
| Quadcap Wealth Management, LLC | 13,024 | $131.5 萬 | 0.34% | +13,024 | 新進 |
| Apollon Wealth Management, LLC | 13,050 | $131.8 萬 | 0.05% | +7,990+157.9% | 加碼 |
| Boston Family Office LLC | 13,085 | $132.1 萬 | 0.10% | 00.0% | 不變 |
| Old National Bancorp | 13,172 | $133.0 萬 | 0.03% | −569−4.1% | 減碼 |
| Vident Advisory, LLC | 13,226 | $133.5 萬 | 0.03% | +1,487+12.7% | 加碼 |
| IAM Advisory, LLC | 13,258 | $133.9 萬 | 0.42% | +693+5.5% | 加碼 |
| Boit C F David | 12,800 | $134.2 萬 | 0.76% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 13,413 | $135.4 萬 | 0.03% | +227+1.7% | 加碼 |
| Albert D Mason Inc | 13,471 | $136.0 萬 | 0.90% | −30−0.2% | 減碼 |
| Evergreen Capital Management LLC | 13,520 | $136.5 萬 | 0.06% | +56+0.4% | 加碼 |
| AIMZ Investment Advisors, LLC | 13,528 | $136.6 萬 | 0.55% | −200−1.5% | 減碼 |
| World Equity Group, Inc. | 13,558 | $136.9 萬 | 0.27% | 00.0% | 不變 |
| Ballentine Partners, LLC | 13,592 | $137.2 萬 | 0.03% | +2,339+20.8% | 加碼 |
| Archford Capital Strategies, LLC | 13,716 | $138.5 萬 | 0.25% | −444−3.1% | 減碼 |
| Aberdeen Wealth Management LLC | 13,740 | $138.7 萬 | 1.01% | −800−5.5% | 減碼 |
| Marco Investment Management LLC | 13,770 | $139.0 萬 | 0.14% | +338+2.5% | 加碼 |
| Cetera Advisors LLC | 13,780 | $139.1 萬 | 0.02% | +251+1.9% | 加碼 |
| West Oak Capital, LLC | 12,958 | $139.2 萬 | 0.65% | +350+2.8% | 加碼 |
| Eldred Rock Partners, LLC | 13,791 | $139.2 萬 | 0.89% | +13,791 | 新進 |
| Raymond James Trust N.A. | 13,807 | $139.4 萬 | 0.04% | −349−2.5% | 減碼 |
| Physicians Financial Services, Inc. | 13,943 | $140.8 萬 | 0.53% | −140−1.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 14,319 | $144.6 萬 | 0.11% | +254+1.8% | 加碼 |
| Sandy Spring Bank | 14,397 | $145.4 萬 | 0.07% | −617−4.1% | 減碼 |
| Stonebridge Capital Management Inc | 14,425 | $145.6 萬 | 0.71% | +50+0.3% | 加碼 |
| FineMark National Bank & Trust | 14,552 | $146.9 萬 | 0.06% | −597−3.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 14,748 | $148.9 萬 | 0.39% | −994−6.3% | 減碼 |
| Belvedere Trading LLC | 14,766 | $149.1 萬 | 0.13% | +14,766 | 新進 |
| CNB Bank | 14,862 | $150.1 萬 | 0.81% | −647−4.2% | 減碼 |
| Northstar Asset Management LLC | 14,875 | $150.2 萬 | 0.40% | −450−2.9% | 減碼 |
| Altman Advisors, Inc. | 14,934 | $150.8 萬 | 0.79% | +217+1.5% | 加碼 |
| Bessemer Group Inc | 14,971 | $151.1 萬 | 0.00% | +263+1.8% | 加碼 |
| Grimes & Company, Inc. | 15,000 | $151.5 萬 | 0.05% | −785−5.0% | 減碼 |
| Snowden Capital Advisors LLC | 15,062 | $152.1 萬 | 0.06% | +1,143+8.2% | 加碼 |
| Ellevest, Inc. | 15,073 | $152.2 萬 | 0.10% | +445+3.0% | 加碼 |
| Sepio Capital, LP | 15,109 | $152.6 萬 | 0.13% | −2,071−12.1% | 減碼 |
| TownSquare Capital, LLC | 15,126 | $152.7 萬 | 0.03% | −10,529−41.0% | 減碼 |
| Delphi Management Inc | 15,150 | $153.0 萬 | 1.41% | +1,793+13.4% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 15,298 | $154.5 萬 | 0.06% | +15,298 | 新進 |
| Richard P Slaughter Associates Inc | 15,431 | $155.8 萬 | 0.39% | −507−3.2% | 減碼 |
| SevenBridge Financial Group, LLC | 15,449 | $156.0 萬 | 0.37% | 00.0% | 不變 |
| Coastline Trust Co | 15,481 | $156.3 萬 | 0.21% | 00.0% | 不變 |
| Allen Wealth Management, LLC | 15,521 | $156.7 萬 | 1.53% | +15,521 | 新進 |
| Roberts Glore & Co Inc | 15,531 | $156.8 萬 | 0.49% | −1,145−6.9% | 減碼 |
| Penserra Capital Management LLC | 15,936 | $160.9 萬 | 0.03% | +5,142+47.6% | 加碼 |
| Capital Wealth Planning, LLC | 15,936 | $160.9 萬 | 0.02% | +5,142+47.6% | 加碼 |
| Ascent Wealth Partners, LLC | 15,971 | $161.3 萬 | 0.26% | +157+1.0% | 加碼 |
| Altshuler Shaham Ltd | 16,074 | $162.3 萬 | 0.09% | +16,074 | 新進 |
| Lester Murray Antman dba SimplyRich | 16,077 | $162.3 萬 | 0.56% | 00.0% | 不變 |
| Boston Private Wealth LLC | 16,105 | $162.6 萬 | 0.04% | +516+3.3% | 加碼 |
| Patten Group, Inc. | 16,110 | $162.7 萬 | 0.44% | +299+1.9% | 加碼 |
| Rothschild Investment LLC | 16,186 | $163.4 萬 | 0.14% | +16,186 | 新進 |
| Guggenheim Capital LLC | 16,234 | $163.9 萬 | 0.01% | +1,960+13.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 16,290 | $164.5 萬 | 0.13% | +345+2.2% | 加碼 |
| Vise Technologies, Inc. | 16,320 | $164.8 萬 | 0.35% | +817+5.3% | 加碼 |
| FDx Advisors, Inc. | 16,369 | $165.3 萬 | 0.13% | +651+4.1% | 加碼 |
| Quadrant Capital Group LLC | 16,865 | $170.3 萬 | 0.15% | +2,119+14.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 16,866 | $170.3 萬 | 0.09% | +2,366+16.3% | 加碼 |
| Perigon Wealth Management, LLC | 16,955 | $171.2 萬 | 0.06% | −374−2.2% | 減碼 |
| Parsons Capital Management Inc | 17,109 | $172.7 萬 | 0.12% | −915−5.1% | 減碼 |
| McKinley Capital Management LLC /Delaware | 17,138 | $173.0 萬 | 0.22% | −390−2.2% | 減碼 |