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 |
|---|---|---|---|---|---|
| Puzo Michael J | 34,810 | $336.7 萬 | 0.93% | −29,702−46.0% | 減碼 |
| Providence Capital Advisors, LLC | 35,117 | $339.7 萬 | 0.74% | +813+2.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 35,464 | $343.0 萬 | 0.01% | +2,108+6.3% | 加碼 |
| Patten & Patten Inc | 35,500 | $343.4 萬 | 0.24% | −100−0.3% | 減碼 |
| Perennial Advisors, LLC | 35,674 | $345.2 萬 | 0.80% | −116−0.3% | 減碼 |
| Choate Investment Advisors | 35,707 | $345.4 萬 | 0.09% | −30−0.1% | 減碼 |
| Kestra Advisory Services, LLC | 35,710 | $345.4 萬 | 0.02% | +4,790+15.5% | 加碼 |
| Henry James International Management, Inc. | 35,733 | $345.6 萬 | 1.07% | +14,903+71.5% | 加碼 |
| Signaturefd, LLC | 36,524 | $353.3 萬 | 0.07% | +1,061+3.0% | 加碼 |
| Advisory Services Network, LLC | 37,121 | $359.1 萬 | 0.08% | +2,491+7.2% | 加碼 |
| Rhumbline Advisers | 37,311 | $360.9 萬 | 0.00% | +2,730+7.9% | 加碼 |
| Private Advisor Group, LLC | 37,392 | $361.7 萬 | 0.03% | −233−0.6% | 減碼 |
| Haverford Trust Co | 37,843 | $366.1 萬 | 0.04% | +3,027+8.7% | 加碼 |
| Standard Life Aberdeen plc | 38,071 | $368.3 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 38,680 | $374.2 萬 | 0.10% | +25,702+198.0% | 加碼 |
| Advisors Capital Management, LLC | 38,920 | $376.5 萬 | 0.07% | +1,776+4.8% | 加碼 |
| Yousif Capital Management, LLC | 39,418 | $381.3 萬 | 0.04% | −730−1.8% | 減碼 |
| Glenmede Trust Co NA | 39,472 | $381.8 萬 | 0.02% | −1,475−3.6% | 減碼 |
| Beach Investment Counsel Inc | 37,985 | $383.5 萬 | 0.47% | +150+0.4% | 加碼 |
| Woodmont Investment Counsel LLC | 39,671 | $383.7 萬 | 0.32% | +939+2.4% | 加碼 |
| Pekin Hardy Strauss, Inc. | 39,970 | $386.6 萬 | 0.53% | −589−1.5% | 減碼 |
| Logan Capital Management Inc | 40,655 | $393.3 萬 | 0.17% | +5,208+14.7% | 加碼 |
| Keybank National Association | 40,901 | $395.6 萬 | 0.02% | −744−1.8% | 減碼 |
| Hayek Kallen Investment Management | 40,965 | $396.3 萬 | 1.52% | +180+0.4% | 加碼 |
| Scotia Capital Inc. | 41,053 | $397.1 萬 | 0.02% | −2,646−6.1% | 減碼 |
| Carret Asset Management, LLC | 41,154 | $398.1 萬 | 0.47% | −195−0.5% | 減碼 |
| Guardian Capital Advisors LP | 43,898 | $408.6 萬 | 0.44% | −643−1.4% | 減碼 |
| Nichols & Pratt Advisers LLP | 43,296 | $418.8 萬 | 0.28% | −2,647−5.8% | 減碼 |
| Jones Financial Companies LLLP | 43,641 | $422.1 萬 | 0.01% | +2,224+5.4% | 加碼 |
| Gluskin Sheff & Assoc Inc | 43,733 | $423.0 萬 | 0.42% | −12,000−21.5% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 44,582 | $431.2 萬 | 1.61% | −981−2.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 44,594 | $431.4 萬 | 0.05% | +7,240+19.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 44,714 | $432.5 萬 | 0.05% | +8,085+22.1% | 加碼 |
| Auto-Owners Insurance Co | 45,143 | $436.7 萬 | 0.12% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 45,618 | $441.3 萬 | 0.15% | −71−0.2% | 減碼 |
| Glassy Mountain Advisors, Inc. | 45,692 | $442.0 萬 | 1.66% | +2,449+5.7% | 加碼 |
| Smithbridge Asset Management Inc | 45,879 | $443.8 萬 | 0.92% | −397−0.9% | 減碼 |
| DRW Securities, LLC | 46,333 | $448.2 萬 | 0.26% | +37,369+416.9% | 加碼 |
| Cardinal Capital Management | 45,719 | $458.0 萬 | 0.75% | +3,870+9.2% | 加碼 |
| Whittier Trust Co | 47,825 | $462.6 萬 | 0.07% | +163+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 48,097 | $465.2 萬 | 0.04% | −150−0.3% | 減碼 |
| Pittenger & Anderson Inc | 48,270 | $466.9 萬 | 0.19% | −2,800−5.5% | 減碼 |
| Timber Creek Capital Management LLC | 48,364 | $467.8 萬 | 1.46% | −3,618−7.0% | 減碼 |
| Atria Investments LLC | 48,481 | $468.8 萬 | 0.06% | +3,834+8.6% | 加碼 |
| Deutsche Bank AG | 48,542 | $469.5 萬 | 0.00% | −110−0.2% | 減碼 |
| First Manhattan Co | 48,993 | $473.9 萬 | 0.02% | −1,899−3.7% | 減碼 |
| Marex Group plc | 49,000 | $474.0 萬 | 0.15% | 00.0% | 不變 |
| Baldwin Brothers Inc | 49,074 | $474.7 萬 | 0.36% | −1,433−2.8% | 減碼 |
| Naviter Wealth, LLC | 47,358 | $474.8 萬 | 0.78% | +6,139+14.9% | 加碼 |
| Foundations Investment Advisors, LLC | 49,234 | $476.2 萬 | 0.12% | +10,930+28.5% | 加碼 |
| Trust Co of Vermont | 49,267 | $476.6 萬 | 0.27% | +5,082+11.5% | 加碼 |
| Prentiss Smith & Co Inc | 49,340 | $477.3 萬 | 3.36% | −1,216−2.4% | 減碼 |
| Fayez Sarofim & Co | 49,400 | $477.8 萬 | 0.01% | −2,075−4.0% | 減碼 |
| Community Financial Services Group, LLC | 49,660 | $480.4 萬 | 1.09% | +49,660 | 新進 |
| Sphera Funds Management Ltd. | 50,000 | $483.6 萬 | 0.78% | −10,000−16.7% | 減碼 |
| Garland Capital Management Inc | 50,745 | $490.9 萬 | 3.25% | −565−1.1% | 減碼 |
| CIBC World Markets Inc. | 50,769 | $491.1 萬 | 0.01% | −2,411−4.5% | 減碼 |
| Mar Vista Investment Partners LLC | 51,675 | $499.9 萬 | 0.22% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 51,740 | $500.5 萬 | 0.24% | −173−0.3% | 減碼 |
| TD Asset Management Inc | 51,956 | $502.6 萬 | 0.00% | −3,140−5.7% | 減碼 |
| Fiduciary Trust Co | 52,234 | $505.3 萬 | 0.08% | −96−0.2% | 減碼 |
| Alliancebernstein L.P. | 52,783 | $510.6 萬 | 0.00% | −7,347−12.2% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 52,786 | $510.6 萬 | 2.10% | −527−1.0% | 減碼 |
| Somerville Kurt F | 53,484 | $517.4 萬 | 0.88% | −42,365−44.2% | 減碼 |
| Narwhal Capital Management | 53,487 | $517.4 萬 | 0.51% | −96−0.2% | 減碼 |
| Simplicity Wealth,LLC | 54,714 | $529.2 萬 | 0.13% | +54,714 | 新進 |
| Bleakley Financial Group, LLC | 54,731 | $529.4 萬 | 0.15% | +5,903+12.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 57,296 | $554.2 萬 | 0.19% | +3,004+5.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 57,413 | $555.4 萬 | 0.02% | +1,640+2.9% | 加碼 |
| JustInvest LLC | 58,419 | $565.1 萬 | 0.12% | +8,348+16.7% | 加碼 |
| Syon Capital LLC | 58,641 | $567.2 萬 | 0.54% | +2,992+5.4% | 加碼 |
| Rathbone Brothers plc | 59,674 | $577.2 萬 | 0.03% | −2,071−3.4% | 減碼 |
| Pinnacle Associates Ltd | 60,092 | $581.3 萬 | 0.09% | −908−1.5% | 減碼 |
| Atom Investors LP | 60,515 | $585.4 萬 | 0.74% | +60,515 | 新進 |
| Fifth Third Bancorp | 60,625 | $586.4 萬 | 0.02% | +1,490+2.5% | 加碼 |
| Jarislowsky, Fraser Ltd | 61,313 | $593.1 萬 | 0.03% | −2,733−4.3% | 減碼 |
| Banco Santander, S.A. | 61,469 | $594.6 萬 | 0.07% | −6,180−9.1% | 減碼 |
| Dearborn Partners LLC | 62,315 | $602.8 萬 | 0.26% | −86−0.1% | 減碼 |
| Cresset Asset Management, LLC | 60,279 | $604.9 萬 | 0.03% | +2,647+4.6% | 加碼 |
| Squarepoint Ops LLC | 62,752 | $607.0 萬 | 0.03% | +62,752 | 新進 |
| Quantbot Technologies LP | 63,099 | $610.4 萬 | 0.34% | +50,353+395.0% | 加碼 |
| Country Club Bank | 63,238 | $611.7 萬 | 0.43% | −1,238−1.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 64,191 | $620.9 萬 | 0.01% | +648+1.0% | 加碼 |
| Camden National Bank | 65,092 | $629.6 萬 | 1.11% | −1,403−2.1% | 減碼 |
| Trustmark National Bank Trust Department | 65,969 | $638.1 萬 | 0.52% | −2,025−3.0% | 減碼 |
| Welch & Forbes LLC | 69,094 | $668.3 萬 | 0.09% | −950−1.4% | 減碼 |
| Quantinno Capital Management LP | 69,267 | $670.0 萬 | 0.15% | +7,459+12.1% | 加碼 |
| Sofos Investments, Inc. | 70,209 | $693.5 萬 | 0.93% | +36,244+106.7% | 加碼 |
| TCW Group Inc | 74,969 | $725.2 萬 | 0.07% | +48+0.1% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,788 | $733.1 萬 | 2.02% | −292−0.4% | 減碼 |
| Altrius Capital Management Inc | 76,721 | $742.1 萬 | 1.87% | +6,913+9.9% | 加碼 |
| CORDA Investment Management, LLC. | 77,038 | $745.2 萬 | 0.59% | −4,513−5.5% | 減碼 |
| Osterweis Capital Management Inc | – | $761.7 萬 | 0.45% | – | – |
| United Capital Financial Advisers, LLC | 79,011 | $764.3 萬 | 0.06% | −7,587−8.8% | 減碼 |
| Cohen Capital Management, Inc. | 80,078 | $774.6 萬 | 1.37% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 80,395 | $777.7 萬 | 1.35% | −328−0.4% | 減碼 |
| Baird Financial Group, Inc. | 81,640 | $789.7 萬 | 0.02% | +5,986+7.9% | 加碼 |
| Blair William & Co | 81,985 | $793.0 萬 | 0.02% | −3,266−3.8% | 減碼 |
| Investment House LLC | 82,079 | $794.0 萬 | 0.47% | +1,050+1.3% | 加碼 |
| CWM, LLC | 82,612 | $799.1 萬 | 0.04% | −3,832−4.4% | 減碼 |