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 1,625 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 | 1,625 | $212.7 億 |
| 2026 年第 1 季 | 1,604 | $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 |
|---|---|---|---|---|---|
| Stephens Inc | 6,875 | $69.4 萬 | 0.01% | −33−0.5% | 減碼 |
| Thornburg Investment Management Inc | 6,834 | $69.0 萬 | 0.01% | −578−7.8% | 減碼 |
| Twin Tree Management, LP | 6,821 | $68.9 萬 | 0.01% | −8,375−55.1% | 減碼 |
| Valeo Financial Advisors, LLC | 6,672 | $67.4 萬 | 0.03% | −166−2.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,651 | $67.2 萬 | 0.01% | +718+12.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,587 | $66.5 萬 | 0.01% | +5,356+435.1% | 加碼 |
| Visionary Horizons, LLC | 6,570 | $66.3 萬 | 0.54% | +6,570 | 新進 |
| Heritage Wealth Management, LLC | 6,548 | $66.1 萬 | 0.36% | +6,548 | 新進 |
| TD Waterhouse Canada Inc. | 5,971 | $65.5 萬 | 0.01% | −1,068−15.2% | 減碼 |
| NTV Asset Management LLC | 6,471 | $65.3 萬 | 0.11% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 6,460 | $65.2 萬 | 0.05% | −3,452−34.8% | 減碼 |
| Salem Investment Counselors Inc | 6,442 | $65.0 萬 | 0.02% | +998+18.3% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,431 | $64.9 萬 | 0.14% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,429 | $64.8 萬 | 0.00% | +5+0.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,408 | $64.7 萬 | 0.01% | +377+6.3% | 加碼 |
| Essex Financial Services, Inc. | 6,406 | $64.7 萬 | 0.07% | −175−2.7% | 減碼 |
| Regions Financial Corp | 6,406 | $64.7 萬 | 0.01% | −41−0.6% | 減碼 |
| Coldstream Capital Management Inc | 6,395 | $64.6 萬 | 0.02% | +891+16.2% | 加碼 |
| Jeppson Wealth Management, LLC | 6,377 | $64.4 萬 | 0.27% | 00.0% | 不變 |
| Ignite Planners, LLC | 6,341 | $64.0 萬 | 0.19% | −588−8.5% | 減碼 |
| Oarsman Capital, Inc. | 6,315 | $63.8 萬 | 0.17% | +98+1.6% | 加碼 |
| Victory Capital Management Inc | 6,260 | $63.2 萬 | 0.00% | −15,130−70.7% | 減碼 |
| Berkeley Capital Partners, LLC | 6,259 | $63.2 萬 | 0.21% | −178−2.8% | 減碼 |
| Ascent Group, LLC | 6,260 | $62.9 萬 | 0.06% | −289−4.4% | 減碼 |
| Radnor Capital Management, LLC | 6,225 | $62.9 萬 | 0.12% | −150−2.4% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,198 | $62.6 萬 | 0.28% | +200+3.3% | 加碼 |
| Two Sigma Securities, LLC | 6,194 | $62.5 萬 | 0.03% | +6,194 | 新進 |
| Tiaa Trust, National Association | 6,186 | $62.5 萬 | 0.00% | −928−13.0% | 減碼 |
| Keystone Financial Services | 6,103 | $61.6 萬 | 0.29% | +19+0.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,979 | $61.5 萬 | 0.15% | +5,979 | 新進 |
| Schulhoff & Co Inc | 6,051 | $61.1 萬 | 0.29% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,045 | $61.0 萬 | 0.01% | −182−2.9% | 減碼 |
| Cohen Klingenstein LLC | 6,000 | $60.6 萬 | 0.02% | 00.0% | 不變 |
| BancorpSouth Bank | 5,996 | $60.5 萬 | 0.05% | −106−1.7% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,971 | $60.3 萬 | 0.06% | −7−0.1% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $60.1 萬 | 0.16% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 5,922 | $59.8 萬 | 0.10% | +5,922 | 新進 |
| Arete Wealth Advisors, LLC | 5,931 | $59.6 萬 | 0.05% | +5,931 | 新進 |
| Nilsine Partners, LLC | 5,905 | $59.6 萬 | 0.09% | −3,572−37.7% | 減碼 |
| Aaron Wealth Advisors | 5,904 | $59.6 萬 | 0.10% | +1,050+21.6% | 加碼 |
| Wedbush Securities Inc | 5,900 | $59.6 萬 | 0.03% | −110−1.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 5,896 | $59.5 萬 | 0.08% | −739−11.1% | 減碼 |
| CVA Family Office, LLC | 5,891 | $59.5 萬 | 0.12% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 5,850 | $59.1 萬 | 0.03% | −814−12.2% | 減碼 |
| Global Retirement Partners, LLC | 5,452 | $58.7 萬 | 0.02% | +908+20.0% | 加碼 |
| Smart Money Group LLC | 5,805 | $58.6 萬 | 0.26% | +239+4.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 5,764 | $58.2 萬 | 0.10% | −100−1.7% | 減碼 |
| Penbrook Management LLC | 5,760 | $58.2 萬 | 0.39% | +300+5.5% | 加碼 |
| E&G Advisors, LP | 5,754 | $58.1 萬 | 0.21% | −644−10.1% | 減碼 |
| Graypoint LLC | 5,709 | $57.6 萬 | 0.05% | −1,318−18.8% | 減碼 |
| Atlas Capital Advisors LLC | 5,624 | $56.8 萬 | 0.08% | +1,604+39.9% | 加碼 |
| Pallas Capital Advisors LLC | 5,596 | $56.5 萬 | 0.03% | +5,596 | 新進 |
| Gradient Investments LLC | 5,595 | $56.5 萬 | 0.01% | −134−2.3% | 減碼 |
| Venturi Wealth Management, LLC | 5,591 | $56.5 萬 | 0.04% | −31−0.6% | 減碼 |
| Employees Retirement System of Texas | 5,587 | $56.4 萬 | 0.01% | +5,587 | 新進 |
| O'Brien Greene & Co. Inc | 5,574 | $56.3 萬 | 0.20% | 00.0% | 不變 |
| Five Oceans Advisors | 5,546 | $56.0 萬 | 0.31% | 00.0% | 不變 |
| Dillon & Associates Inc | 5,523 | $55.8 萬 | 0.10% | −402−6.8% | 減碼 |
| Cary Street Partners Asset Management LLC | 5,505 | $55.6 萬 | 0.10% | −88−1.6% | 減碼 |
| St Germain D J Co Inc | 5,492 | $55.5 萬 | 0.03% | −38−0.7% | 減碼 |
| MMBG Investment Advisors Co. | 5,492 | $55.5 萬 | 0.07% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 5,489 | $55.4 萬 | 0.09% | −1,155−17.4% | 減碼 |
| Granite Bay Wealth Management, LLC | 5,715 | $55.4 萬 | 0.00% | +3,510+159.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,447 | $55.0 萬 | 0.11% | +1,294+31.2% | 加碼 |
| Parkside Financial Bank & Trust | 5,413 | $54.7 萬 | 0.10% | +2,355+77.0% | 加碼 |
| MB, Levis & Associates, LLC | 5,410 | $54.6 萬 | 0.31% | 00.0% | 不變 |
| First City Capital Management, Inc. | 5,397 | $54.5 萬 | 0.32% | −161−2.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,362 | $54.1 萬 | 0.09% | +332+6.6% | 加碼 |
| Forza Wealth Management, LLC | 5,319 | $53.7 萬 | 0.30% | 00.0% | 不變 |
| Wedmont Private Capital | 5,009 | $53.6 萬 | 0.04% | +1,278+34.3% | 加碼 |
| Sivia Capital Partners, LLC | 5,289 | $53.4 萬 | 0.41% | +5,289 | 新進 |
| First American Trust, FSB | 5,289 | $53.4 萬 | 0.07% | +361+7.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,272 | $53.2 萬 | 0.05% | +53+1.0% | 加碼 |
| Pinnacle Financial Partners Inc | 5,263 | $53.1 萬 | 0.01% | +676+14.7% | 加碼 |
| Carr Financial Group Corp | 5,253 | $53.0 萬 | 0.20% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 5,232 | $52.8 萬 | 0.27% | +112+2.2% | 加碼 |
| Canal Capital Management, LLC | 5,184 | $52.3 萬 | 0.10% | +280+5.7% | 加碼 |
| Northwest Capital Management Inc | 5,150 | $52.0 萬 | 0.17% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,107 | $51.6 萬 | 0.01% | +5,107 | 新進 |
| Private Trust Co NA | 5,092 | $51.4 萬 | 0.06% | +465+10.0% | 加碼 |
| Personal Cfo Solutions, LLC | 5,091 | $51.4 萬 | 0.09% | +5,091 | 新進 |
| Balyasny Asset Management LLC | 5,066 | $51.2 萬 | 0.00% | +1,151+29.4% | 加碼 |
| Hartford Funds Management Co LLC | 5,045 | $50.9 萬 | 0.05% | +1,428+39.5% | 加碼 |
| Alhambra Investment Partners LLC | 5,034 | $50.8 萬 | 0.30% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,032 | $50.8 萬 | 0.30% | −83−1.6% | 減碼 |
| Summit Financial, LLC | 5,029 | $50.8 萬 | 0.03% | +388+8.4% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 5,016 | $50.6 萬 | 0.31% | 00.0% | 不變 |
| Valley Brook Capital Group | 4,984 | $50.3 萬 | 0.44% | 00.0% | 不變 |
| First Affirmative Financial Network | 4,975 | $50.2 萬 | 0.40% | −61−1.2% | 減碼 |
| Diversified Trust Co | 4,957 | $50.1 萬 | 0.02% | −163−3.2% | 減碼 |
| North Star Asset Management Inc | 4,951 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 4,942 | $49.9 萬 | 0.05% | −250−4.8% | 減碼 |
| Wealthsource Partners, LLC | 4,936 | $49.8 萬 | 0.03% | −625−11.2% | 減碼 |
| Cordatus Wealth Management LLC | 4,909 | $49.6 萬 | 0.41% | −223−4.3% | 減碼 |
| Circle Wealth Management, LLC | 4,893 | $49.4 萬 | 0.01% | −63−1.3% | 減碼 |
| Plancorp, LLC | 4,777 | $48.2 萬 | 0.02% | 00.0% | 不變 |
| Intellectus Partners, LLC | 4,726 | $47.7 萬 | 0.14% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,723 | $47.7 萬 | 0.06% | −287−5.7% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,720 | $47.7 萬 | 0.34% | −292−5.8% | 減碼 |
| HF Advisory Group, LLC | 4,710 | $47.5 萬 | 0.30% | +1,368+40.9% | 加碼 |