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 |
|---|---|---|---|---|---|
| Cambiar Investors LLC | 156,124 | $1,576 萬 | 0.62% | −82,537−34.6% | 減碼 |
| Oak Associates, Ltd | 152,833 | $1,543 萬 | 1.17% | +4,794+3.2% | 加碼 |
| Bartlett & Co. LLC | 151,046 | $1,510 萬 | 0.25% | −2,000−1.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 151,046 | $1,510 萬 | 0.25% | −2,000−1.3% | 減碼 |
| Bank of Montreal | 145,435 | $1,469 萬 | 0.01% | −6,883−4.5% | 減碼 |
| Charles Schwab Investment Management Inc | 146,409 | $1,460 萬 | 0.00% | −4,237,440−96.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 144,046 | $1,454 萬 | 0.59% | −5,932−4.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 144,004 | $1,454 萬 | 3.21% | −1,727−1.2% | 減碼 |
| National Bank of Canada | 141,084 | $1,428 萬 | 0.03% | +1,220+0.9% | 加碼 |
| Captrust Financial Advisors | 141,119 | $1,425 萬 | 0.05% | +747+0.5% | 加碼 |
| QRG Capital Management, Inc. | 139,912 | $1,413 萬 | 0.21% | +10,371+8.0% | 加碼 |
| Richard C. Young & CO., LTD. | 137,156 | $1,385 萬 | 1.86% | −2,967−2.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 135,206 | $1,365 萬 | 1.43% | −1,833−1.3% | 減碼 |
| Foresight Global Investors, Inc. | 131,975 | $1,333 萬 | 7.64% | +34,475+35.4% | 加碼 |
| Wilkins Investment Counsel Inc | 130,110 | $1,314 萬 | 3.20% | −840−0.6% | 減碼 |
| Two Sigma Investments, LP | 129,471 | $1,307 萬 | 0.03% | +129,471 | 新進 |
| Reynders McVeigh Capital Management, LLC | 125,105 | $1,263 萬 | 0.80% | −1,419−1.1% | 減碼 |
| Ethic Inc. | 124,760 | $1,260 萬 | 0.37% | +11,780+10.4% | 加碼 |
| ProVise Management Group, LLC | 124,316 | $1,255 萬 | 1.06% | +4,123+3.4% | 加碼 |
| Nixon Peabody Trust Co | 121,257 | $1,224 萬 | 1.37% | +101,925+527.2% | 加碼 |
| Federated Hermes, Inc. | 120,055 | $1,212 萬 | 0.03% | −3,696−3.0% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 111,024 | $1,189 萬 | 1.22% | +3,520+3.3% | 加碼 |
| Price T Rowe Associates Inc | 112,153 | $1,133 萬 | 0.00% | −1,261−1.1% | 減碼 |
| Ingalls & Snyder LLC | 111,318 | $1,124 萬 | 0.51% | +2,357+2.2% | 加碼 |
| Mercer Global Advisors Inc | 111,066 | $1,121 萬 | 0.03% | +2,851+2.6% | 加碼 |
| Euro Pacific Asset Management, LLC | 109,443 | $1,110 萬 | 2.37% | +200.0% | 加碼 |
| Tocqueville Asset Management L.P. | 108,036 | $1,091 萬 | 0.20% | −7,215−6.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 105,962 | $1,070 萬 | 0.03% | +14,665+16.1% | 加碼 |
| Bahl & Gaynor Inc | 103,818 | $1,048 萬 | 0.06% | −271−0.3% | 減碼 |
| Rockefeller Capital Management L.P. | 101,781 | $1,028 萬 | 0.03% | −24,750−19.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 99,194 | $1,002 萬 | 0.40% | +2,226+2.3% | 加碼 |
| Pathstone Holdings, LLC | 97,563 | $985.1 萬 | 0.05% | +97,563 | 新進 |
| MML Investors Services, LLC | 96,742 | $976.8 萬 | 0.05% | +7,380+8.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 95,867 | $968.0 萬 | 0.07% | −231−0.2% | 減碼 |
| Somerville Kurt F | 95,849 | $967.8 萬 | 1.82% | −28,508−22.9% | 減碼 |
| New York State Common Retirement Fund | 95,630 | $965.6 萬 | 0.01% | +12,147+14.6% | 加碼 |
| American Assets Investment Management, LLC | 93,610 | $945.2 萬 | 0.98% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 93,326 | $942.3 萬 | 0.01% | −756−0.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 92,262 | $931.6 萬 | 0.36% | −4,802−4.9% | 減碼 |
| Tower Bridge Advisors | 91,010 | $918.9 萬 | 0.79% | −1,068−1.2% | 減碼 |
| Tweedy, Browne Co LLC | 90,619 | $915.0 萬 | 0.45% | −4,297−4.5% | 減碼 |
| Gabelli Funds LLC | 87,000 | $878.4 萬 | 0.07% | −2,500−2.8% | 減碼 |
| United Capital Financial Advisers, LLC | 86,598 | $874.4 萬 | 0.07% | −22,380−20.5% | 減碼 |
| CWM, LLC | 86,444 | $872.8 萬 | 0.05% | −1,204−1.4% | 減碼 |
| Zevin Asset Management LLC | 85,274 | $861.0 萬 | 1.55% | −410−0.5% | 減碼 |
| Blair William & Co | 85,251 | $860.8 萬 | 0.03% | +560+0.7% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 82,952 | $837.6 萬 | 1.86% | −570−0.7% | 減碼 |
| Mengis Capital Management, Inc. | 81,943 | $827.4 萬 | 1.55% | +300+0.4% | 加碼 |
| CORDA Investment Management, LLC. | 81,551 | $823.4 萬 | 0.69% | −22,295−21.5% | 減碼 |
| Investment House LLC | 81,029 | $818.1 萬 | 0.58% | +100+0.1% | 加碼 |
| Live Oak Private Wealth LLC | 80,723 | $815.1 萬 | 1.53% | −528−0.6% | 減碼 |
| Cohen Capital Management, Inc. | 80,078 | $808.5 萬 | 1.54% | −70−0.1% | 減碼 |
| Osterweis Capital Management Inc | – | $806.1 萬 | 0.51% | – | – |
| Holocene Advisors, LP | 79,063 | $798.3 萬 | 0.03% | −164,546−67.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 77,213 | $779.6 萬 | 0.04% | −227,937−74.7% | 減碼 |
| Cetera Advisor Networks LLC | 76,186 | $769.2 萬 | 0.04% | +790+1.0% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 76,080 | $768.2 萬 | 2.20% | −834−1.1% | 減碼 |
| Baird Financial Group, Inc. | 75,654 | $763.9 萬 | 0.02% | +2,246+3.1% | 加碼 |
| TCW Group Inc | 74,921 | $756.5 萬 | 0.08% | +1,413+1.9% | 加碼 |
| Ritholtz Wealth Management | 71,503 | $722.0 萬 | 0.28% | +3,821+5.6% | 加碼 |
| Welch & Forbes LLC | 70,044 | $707.2 萬 | 0.11% | −643−0.9% | 減碼 |
| Altrius Capital Management Inc | 69,808 | $704.9 萬 | 1.96% | −220−0.3% | 減碼 |
| Trustmark National Bank Trust Department | 67,994 | $686.5 萬 | 0.62% | −1,292−1.9% | 減碼 |
| Banco Santander, S.A. | 67,649 | $683.1 萬 | 0.08% | −4,200−5.8% | 減碼 |
| Camden National Bank | 66,495 | $671.4 萬 | 1.25% | −541−0.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 65,723 | $663.6 萬 | 0.06% | −1,365−2.0% | 減碼 |
| Puzo Michael J | 64,512 | $651.4 萬 | 2.07% | −11,348−15.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 64,046 | $646.7 萬 | 0.04% | −2,993−4.5% | 減碼 |
| Country Club Bank | 64,476 | $644.6 萬 | 0.49% | −1,212−1.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 63,543 | $641.6 萬 | 0.01% | −1,745−2.7% | 減碼 |
| Dearborn Partners LLC | 62,401 | $630.1 萬 | 0.23% | −848−1.3% | 減碼 |
| Quantinno Capital Management LP | 61,808 | $624.1 萬 | 0.22% | +4,459+7.8% | 加碼 |
| Rathbone Brothers plc | 61,745 | $623.4 萬 | 0.04% | −3,057−4.7% | 減碼 |
| Pinnacle Associates Ltd | 61,000 | $615.9 萬 | 0.10% | −220−0.4% | 減碼 |
| Alliancebernstein L.P. | 60,130 | $607.1 萬 | 0.00% | +7,703+14.7% | 加碼 |
| Sphera Funds Management Ltd. | 60,000 | $605.8 萬 | 1.12% | 00.0% | 不變 |
| Fifth Third Bancorp | 59,135 | $597.1 萬 | 0.03% | −1,871−3.1% | 減碼 |
| Cresset Asset Management, LLC | 57,632 | $581.9 萬 | 0.04% | +1,870+3.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 56,095 | $566.4 萬 | 0.01% | −2,410−4.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 55,903 | $564.5 萬 | 0.01% | +20,279+56.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 55,773 | $563.1 萬 | 0.02% | −7,807−12.3% | 減碼 |
| Gluskin Sheff & Assoc Inc | 55,733 | $562.7 萬 | 0.55% | −24,415−30.5% | 減碼 |
| Syon Capital LLC | 55,649 | $561.9 萬 | 0.58% | −8,833−13.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 55,184 | $557.2 萬 | 0.07% | +23,827+76.0% | 加碼 |
| TD Asset Management Inc | 55,096 | $556.3 萬 | 0.01% | +41,815+314.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 54,817 | $553.5 萬 | 0.01% | −70,106−56.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 54,292 | $548.2 萬 | 0.21% | +424+0.8% | 加碼 |
| Narwhal Capital Management | 53,583 | $541.0 萬 | 0.59% | −493−0.9% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 53,313 | $538.3 萬 | 2.50% | −436−0.8% | 減碼 |
| CIBC World Markets Inc. | 53,180 | $537.0 萬 | 0.02% | −63,100−54.3% | 減碼 |
| Fiduciary Trust Co | 52,330 | $528.4 萬 | 0.09% | −698−1.3% | 減碼 |
| Timber Creek Capital Management LLC | 51,982 | $524.9 萬 | 1.79% | +267+0.5% | 加碼 |
| Wetherby Asset Management Inc | 51,913 | $524.2 萬 | 0.27% | +1,093+2.2% | 加碼 |
| Mar Vista Investment Partners LLC | 51,675 | $521.8 萬 | 0.24% | 00.0% | 不變 |
| Fayez Sarofim & Co | 51,475 | $520.1 萬 | 0.02% | −12,865−20.0% | 減碼 |
| Garland Capital Management Inc | 51,310 | $518.1 萬 | 3.64% | −3,400−6.2% | 減碼 |
| Pittenger & Anderson Inc | 51,070 | $515.7 萬 | 0.23% | 00.0% | 不變 |
| First Manhattan Co | 50,892 | $513.9 萬 | 0.02% | −588−1.1% | 減碼 |
| Clear Street Markets LLC | 50,851 | $513.4 萬 | 2.06% | +50,851 | 新進 |
| Prentiss Smith & Co Inc | 50,556 | $510.5 萬 | 3.80% | −1,476−2.8% | 減碼 |