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
2024 年第 1 季 13F 持有人
Novartis AG 在 2024/3/31 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
- 1,254
- 較 2023 年第 4 季 −4 家
- 持有股數
- 1.40 億
- 較 2023 年第 4 季 −49.4 萬 (−0.4%)
- 總市值
- $135.8 億
- 較 2023 年第 4 季 −$6.34 億 (−4.5%)
- 新進機構
- 90
- 另有 426 家加碼
- 清倉機構
- 94
- 另有 469 家減碼
另有 16 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 18,152 | $175.6 萬 | 0.54% | +11,893+190.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 18,339 | $177.4 萬 | 0.14% | −7,551−29.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 18,373 | $177.7 萬 | 0.14% | +1,013+5.8% | 加碼 |
| Checchi Capital Advisers, LLC | 18,388 | $177.9 萬 | 0.14% | −168−0.9% | 減碼 |
| CWA Asset Management Group, LLC | 18,485 | $178.8 萬 | 0.11% | +10,457+130.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,502 | $179.0 萬 | 0.19% | +445+2.5% | 加碼 |
| Jamison Private Wealth Management, Inc. | 18,624 | $180.2 萬 | 0.30% | −58−0.3% | 減碼 |
| Avantax Advisory Services, Inc. | 18,766 | $181.5 萬 | 0.02% | +6,579+54.0% | 加碼 |
| Blue Square Asset Management, LLC | 18,940 | $183.2 萬 | 1.22% | +8,285+77.8% | 加碼 |
| Abbot Financial Management, Inc. | 18,979 | $183.6 萬 | 1.01% | −450−2.3% | 減碼 |
| Bokf, NA | 19,252 | $184.6 萬 | 0.03% | −1,076−5.3% | 減碼 |
| Johnson Investment Counsel Inc | 19,082 | $184.6 萬 | 0.02% | +387+2.1% | 加碼 |
| WCG Wealth Advisors LLC | 19,121 | $185.0 萬 | 0.15% | −8,250−30.1% | 減碼 |
| Synovus Financial Corp | 19,404 | $187.8 萬 | 0.02% | −1,295−6.3% | 減碼 |
| Trust Co of Toledo NA | 19,602 | $189.6 萬 | 0.30% | +144+0.7% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 19,954 | $193.0 萬 | 1.47% | +1,121+6.0% | 加碼 |
| Mason & Associates, LLC | 19,954 | $193.0 萬 | 1.47% | +19,954 | 新進 |
| Old Port Advisors | 19,958 | $193.1 萬 | 0.59% | +142+0.7% | 加碼 |
| Penserra Capital Management LLC | 20,024 | $193.6 萬 | 0.02% | +4,088+25.7% | 加碼 |
| Capital Wealth Planning, LLC | 20,024 | $193.7 萬 | 0.02% | +4,088+25.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 20,227 | $195.7 萬 | 0.46% | 00.0% | 不變 |
| Azzad Asset Management Inc | 20,284 | $196.2 萬 | 0.23% | +161+0.8% | 加碼 |
| Alyeska Investment Group, L.P. | 20,321 | $196.6 萬 | 0.01% | −735,078−97.3% | 減碼 |
| Stock Yards Bank & Trust Co | 20,566 | $198.9 萬 | 0.07% | +24+0.1% | 加碼 |
| Arvest Investments, Inc. | 20,646 | $199.7 萬 | 0.32% | −3,608−14.9% | 減碼 |
| Palisade Asset Management, LLC | 21,024 | $203.4 萬 | 0.20% | −1,859−8.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 21,066 | $203.8 萬 | 1.07% | +395+1.9% | 加碼 |
| Veriti Management LLC | 21,128 | $204.4 萬 | 0.15% | +568+2.8% | 加碼 |
| HighPoint Advisor Group LLC | 20,193 | $206.5 萬 | 0.15% | +625+3.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 21,408 | $207.1 萬 | 0.03% | +1,157+5.7% | 加碼 |
| Everett Harris & Co | 21,493 | $207.9 萬 | 0.03% | −590−2.7% | 減碼 |
| Huntington National Bank | 21,544 | $208.4 萬 | 0.02% | −1,589−6.9% | 減碼 |
| Marietta Investment Partners LLC | 21,544 | $208.4 萬 | 0.46% | +392+1.9% | 加碼 |
| Graham Capital Management, L.P. | 21,683 | $209.7 萬 | 0.06% | −6,202−22.2% | 減碼 |
| Commerce Bank | 21,712 | $210.0 萬 | 0.01% | −614−2.8% | 減碼 |
| Broderick Brian C | 21,834 | $211.2 萬 | 0.45% | −6,126−21.9% | 減碼 |
| First Hawaiian Bank | 22,552 | $218.1 萬 | 0.07% | +458+2.1% | 加碼 |
| Cascade Investment Advisors, Inc. | 22,590 | $218.5 萬 | 1.42% | +340+1.5% | 加碼 |
| Clearstead Advisors, LLC | 21,398 | $218.8 萬 | 0.11% | 00.0% | 不變 |
| Beacon Financial Group | 22,787 | $220.4 萬 | 0.25% | −1,204−5.0% | 減碼 |
| McKinley Capital Management LLC /Delaware | 23,069 | $223.1 萬 | 0.27% | +5,931+34.6% | 加碼 |
| Fca Corp | 23,249 | $224.9 萬 | 0.73% | −55−0.2% | 減碼 |
| Cubic Asset Management, LLC | 23,493 | $227.2 萬 | 0.54% | −200−0.8% | 減碼 |
| Diamond Hill Capital Management Inc | 23,534 | $227.6 萬 | 0.01% | +2,560+12.2% | 加碼 |
| Benjamin Edwards Inc | 23,736 | $229.6 萬 | 0.46% | +682+3.0% | 加碼 |
| Delaney Dennis R | 23,775 | $230.0 萬 | 1.25% | −7,080−22.9% | 減碼 |
| Forum Financial Management, LP | 23,822 | $230.4 萬 | 0.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 23,917 | $231.3 萬 | 0.03% | −879−3.5% | 減碼 |
| Notis-McConarty Edward | 24,161 | $233.7 萬 | 0.92% | −12,570−34.2% | 減碼 |
| Daymark Wealth Partners, LLC | 24,277 | $234.8 萬 | 0.13% | +856+3.7% | 加碼 |
| EagleClaw Capital Managment, LLC | 24,284 | $234.9 萬 | 0.43% | +660+2.8% | 加碼 |
| Hantz Financial Services, Inc. | 24,387 | $235.9 萬 | 0.05% | −392−1.6% | 減碼 |
| Fred Alger Management, LLC | 24,443 | $236.4 萬 | 0.01% | +3,106+14.6% | 加碼 |
| Tealwood Asset Management Inc | 24,449 | $236.5 萬 | 1.06% | +123+0.5% | 加碼 |
| Transform Wealth, LLC | 23,646 | $237.7 萬 | 0.23% | −432−1.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,856 | $240.4 萬 | 0.18% | +5,463+28.2% | 加碼 |
| Foyston, Gordon, & Payne Inc | 24,910 | $241.0 萬 | 0.58% | −546−2.1% | 減碼 |
| Advisors Asset Management, Inc. | 24,919 | $241.0 萬 | 0.05% | +2,431+10.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 25,311 | $244.8 萬 | 0.03% | −13,796−35.3% | 減碼 |
| TownSquare Capital, LLC | 25,348 | $245.2 萬 | 0.04% | +10,222+67.6% | 加碼 |
| Geneos Wealth Management Inc. | 25,426 | $245.9 萬 | 0.11% | +1,813+7.7% | 加碼 |
| Peapack Gladstone Financial Corp | 25,569 | $247.4 萬 | 0.04% | −925−3.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 25,652 | $248.1 萬 | 0.07% | −515−2.0% | 減碼 |
| Northeast Investment Management | 25,930 | $250.8 萬 | 0.12% | −422−1.6% | 減碼 |
| NBT Bank N A | 26,003 | $251.5 萬 | 0.18% | −324−1.2% | 減碼 |
| Telos Capital Management, Inc. | 26,425 | $255.6 萬 | 0.29% | −554−2.1% | 減碼 |
| Arvest Trust Co N A | 26,500 | $256.3 萬 | 0.15% | −1,001−3.6% | 減碼 |
| Synergy Financial Management, LLC | 26,555 | $256.9 萬 | 0.44% | −4,274−13.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 26,352 | $258.5 萬 | 0.03% | +678+2.6% | 加碼 |
| We Are One Seven, LLC | 27,077 | $261.9 萬 | 0.14% | −6,889−20.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 27,443 | $265.5 萬 | 0.25% | −608−2.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,444 | $265.5 萬 | 0.05% | −378−1.4% | 減碼 |
| Catalyst Capital Advisors LLC | 27,518 | $266.2 萬 | 0.06% | 00.0% | 不變 |
| Americana Partners, LLC | 27,571 | $266.7 萬 | 0.22% | −310−1.1% | 減碼 |
| Park Avenue Securities LLC | 27,620 | $267.2 萬 | 0.03% | −4,502−14.0% | 減碼 |
| Hall Laurie J Trustee | 27,657 | $267.6 萬 | 0.94% | −140−0.5% | 減碼 |
| Wambolt & Associates, LLC | 28,225 | $270.6 萬 | 0.81% | +3,425+13.8% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,130 | $272.1 萬 | 1.98% | −200−0.7% | 減碼 |
| Balentine LLC | 28,257 | $273.3 萬 | 0.08% | +518+1.9% | 加碼 |
| National Asset Management, Inc. | 27,074 | $275.8 萬 | 0.07% | +295+1.1% | 加碼 |
| Fairfield, Bush & Co. | 28,809 | $278.7 萬 | 1.65% | −603−2.1% | 減碼 |
| Moors & Cabot, Inc. | 28,992 | $280.4 萬 | 0.15% | −550−1.9% | 減碼 |
| Triasima Portfolio Management inc. | 29,335 | $283.8 萬 | 0.24% | −170−0.6% | 減碼 |
| Brinker Capital Investments, LLC | 29,368 | $284.1 萬 | 0.03% | −587−2.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 29,368 | $284.1 萬 | 0.03% | −587−2.0% | 減碼 |
| Naples Global Advisors, LLC | 28,435 | $285.7 萬 | 0.29% | +86+0.3% | 加碼 |
| Arlington Partners LLC | 29,649 | $286.8 萬 | 1.46% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 29,797 | $288.2 萬 | 0.05% | −2,570−7.9% | 減碼 |
| AMG National Trust Bank | 29,822 | $288.5 萬 | 0.08% | 00.0% | 不變 |
| Colony Group, LLC | 30,173 | $291.9 萬 | 0.02% | +22,929+316.5% | 加碼 |
| FORA Capital, LLC | 30,681 | $296.8 萬 | 0.24% | +30,681 | 新進 |
| Oppenheimer & Co Inc | 30,938 | $299.3 萬 | 0.05% | −58−0.2% | 減碼 |
| apricus wealth, LLC | 31,021 | $300.1 萬 | 2.11% | +231+0.8% | 加碼 |
| Fort Pitt Capital Group, LLC | 31,731 | $306.9 萬 | 0.09% | −81−0.3% | 減碼 |
| Chesley Taft & Associates LLC | 32,712 | $316.4 萬 | 0.16% | −350−1.1% | 減碼 |
| MAI Capital Management | 32,890 | $318.1 萬 | 0.03% | +7,426+29.2% | 加碼 |
| Argent Trust Co | 34,001 | $328.9 萬 | 0.15% | −417−1.2% | 減碼 |
| Jane Street Group, LLC | 34,052 | $329.4 萬 | 0.00% | −141,683−80.6% | 減碼 |
| WealthTrust Axiom LLC | 34,134 | $330.2 萬 | 1.06% | +185+0.5% | 加碼 |
| Davenport & Co LLC | 34,345 | $332.2 萬 | 0.02% | +2,190+6.8% | 加碼 |