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
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 | 1,626 | $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 |
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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 4,138 | $40.0 萬 | 0.04% | +4,138 | 新進 |
| Busey Wealth Management | 4,139 | $40.0 萬 | 0.01% | +213+5.4% | 加碼 |
| Hoylecohen, LLC | 4,147 | $40.1 萬 | 0.03% | +229+5.8% | 加碼 |
| Central Pacific Bank - Trust Division | 4,200 | $40.3 萬 | 0.05% | +4,200 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,163 | $40.3 萬 | 0.04% | −560−11.9% | 減碼 |
| Parkside Financial Bank & Trust | 4,167 | $40.3 萬 | 0.06% | −1,246−23.0% | 減碼 |
| Beck Mack & Oliver LLC | 4,200 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Helen Stephens Group, LLC | 4,222 | $40.8 萬 | 0.16% | −16−0.4% | 減碼 |
| Principle Wealth Partners LLC | 4,247 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,275 | $41.4 萬 | 0.02% | −1,919−31.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 4,291 | $41.5 萬 | 0.01% | +4,291 | 新進 |
| Capital Analysts, LLC | 4,303 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 4,323 | $41.8 萬 | 0.04% | −949−18.0% | 減碼 |
| Warren Averett Asset Management, LLC | 4,337 | $42.0 萬 | 0.01% | +1,433+49.3% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,341 | $42.0 萬 | 0.19% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 4,388 | $42.4 萬 | 0.02% | −161−3.5% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,392 | $42.5 萬 | 0.28% | −328−6.9% | 減碼 |
| Beutel, Goodman & Co Ltd. | 4,405 | $42.6 萬 | 0.00% | +40+0.9% | 加碼 |
| Violich Capital Management, Inc. | 4,412 | $42.7 萬 | 0.06% | +162+3.8% | 加碼 |
| Mittelman Wealth Management | 4,440 | $42.9 萬 | 0.29% | +4,440 | 新進 |
| Bedel Financial Consulting, Inc. | 4,445 | $43.0 萬 | 0.07% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,450 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 4,455 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 4,465 | $43.2 萬 | 0.10% | 00.0% | 不變 |
| Strategic Investment Advisors | 4,466 | $43.2 萬 | 0.06% | +109+2.5% | 加碼 |
| Altfest L J & Co Inc | 4,472 | $43.3 萬 | 0.06% | −7−0.2% | 減碼 |
| Russell Investments Group, Ltd. | 4,492 | $43.5 萬 | 0.00% | +1,004+28.8% | 加碼 |
| SYSTM Wealth Solutions LLC | 4,430 | $43.6 萬 | 0.06% | −1,466−24.9% | 減碼 |
| Capital Investment Advisors, LLC | 4,516 | $43.7 萬 | 0.01% | +28+0.6% | 加碼 |
| Global Retirement Partners, LLC | 4,530 | $43.8 萬 | 0.02% | −922−16.9% | 減碼 |
| Wesbanco Bank Inc | 4,544 | $44.0 萬 | 0.02% | +652+16.8% | 加碼 |
| Aptus Capital Advisors, LLC | 4,564 | $44.1 萬 | 0.01% | +621+15.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,569 | $44.2 萬 | 0.00% | −2,082−31.3% | 減碼 |
| Regatta Capital Group, LLC | 4,596 | $44.5 萬 | 0.10% | +233+5.3% | 加碼 |
| Walter & Keenan Financial Consulting Co | 4,624 | $44.7 萬 | 0.15% | 00.0% | 不變 |
| Rossmore Private Capital | 4,627 | $44.8 萬 | 0.06% | +266+6.1% | 加碼 |
| Centaurus Financial, Inc. | 4,635 | $44.8 萬 | 0.03% | +884+23.6% | 加碼 |
| Joel Isaacson & Co., LLC | 4,671 | $45.2 萬 | 0.02% | +2,025+76.5% | 加碼 |
| Wealth Group, Ltd. | 4,676 | $45.2 萬 | 0.34% | +4,676 | 新進 |
| Stablepoint Partners, LLC | 4,687 | $45.3 萬 | 0.09% | +398+9.3% | 加碼 |
| FDx Advisors, Inc. | 4,694 | $45.4 萬 | 0.07% | −11,675−71.3% | 減碼 |
| Cullinan Associates Inc | 4,700 | $45.5 萬 | 0.03% | +100+2.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,754 | $46.0 萬 | 0.00% | +4,333+1,029.2% | 加碼 |
| First Affirmative Financial Network | 4,757 | $46.0 萬 | 0.34% | −218−4.4% | 減碼 |
| Genus Capital Management Inc. | 4,771 | $46.1 萬 | 0.06% | +4,771 | 新進 |
| Summit Trail Advisors, LLC | 4,597 | $46.2 萬 | 0.01% | +274+6.3% | 加碼 |
| Insigneo Advisory Services, LLC | 4,792 | $46.4 萬 | 0.06% | +226+4.9% | 加碼 |
| Plancorp, LLC | 4,793 | $46.4 萬 | 0.02% | +16+0.3% | 加碼 |
| Gallacher Capital Management LLC | 4,802 | $46.5 萬 | 0.24% | +628+15.0% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 4,820 | $46.6 萬 | 0.01% | +959+24.8% | 加碼 |
| Berkshire Bank | 4,885 | $47.3 萬 | 0.12% | +402+9.0% | 加碼 |
| Brighton Jones LLC | 4,904 | $47.4 萬 | 0.02% | +251+5.4% | 加碼 |
| Intellectus Partners, LLC | 4,726 | $47.5 萬 | 0.12% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $47.6 萬 | 0.26% | −100−2.0% | 減碼 |
| Greenwood Gearhart Inc | 4,942 | $47.8 萬 | 0.05% | 00.0% | 不變 |
| North Star Asset Management Inc | 4,951 | $47.9 萬 | 0.02% | 00.0% | 不變 |
| Legal & General Group Plc | 4,956 | $47.9 萬 | 0.00% | +4,956 | 新進 |
| Wedmont Private Capital | 5,017 | $48.1 萬 | 0.04% | +8+0.2% | 加碼 |
| FSB Premier Wealth Management, Inc. | 4,975 | $48.1 萬 | 0.22% | +897+22.0% | 加碼 |
| Gradient Investments LLC | 4,983 | $48.2 萬 | 0.01% | −612−10.9% | 減碼 |
| Valley Brook Capital Group | 4,984 | $48.2 萬 | 0.39% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 5,002 | $48.4 萬 | 0.05% | −490−8.9% | 減碼 |
| Alhambra Investment Partners LLC | 5,034 | $48.7 萬 | 0.27% | 00.0% | 不變 |
| Diversified Trust Co | 5,056 | $48.9 萬 | 0.01% | +99+2.0% | 加碼 |
| Private Trust Co NA | 5,104 | $49.4 萬 | 0.05% | +12+0.2% | 加碼 |
| Pinnacle Financial Partners Inc | 5,106 | $49.4 萬 | 0.01% | −157−3.0% | 減碼 |
| Northwest Capital Management Inc | 5,150 | $49.8 萬 | 0.16% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 5,167 | $50.0 萬 | 0.36% | +258+5.3% | 加碼 |
| Hall Capital Management Co Inc | 5,178 | $50.1 萬 | 0.25% | +146+2.9% | 加碼 |
| Canal Capital Management, LLC | 5,184 | $50.1 萬 | 0.08% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 5,000 | $50.2 萬 | 0.07% | +5,000 | 新進 |
| American Trust Investment Advisors, LLC | 5,197 | $50.3 萬 | 0.24% | −35−0.7% | 減碼 |
| Motco | 5,202 | $50.3 萬 | 0.03% | +594+12.9% | 加碼 |
| Circle Wealth Management, LLC | 5,230 | $50.6 萬 | 0.01% | +337+6.9% | 加碼 |
| Carr Financial Group Corp | 5,253 | $50.8 萬 | 0.17% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,326 | $51.1 萬 | 0.14% | −1,015−16.0% | 減碼 |
| BKM Wealth Management, LLC | 5,297 | $51.2 萬 | 0.22% | +4,732+837.5% | 加碼 |
| Forza Wealth Management, LLC | 5,319 | $51.5 萬 | 0.27% | 00.0% | 不變 |
| Dillon & Associates Inc | 5,323 | $51.6 萬 | 0.08% | −200−3.6% | 減碼 |
| First City Capital Management, Inc. | 5,335 | $51.6 萬 | 0.29% | −62−1.1% | 減碼 |
| Sivia Capital Partners, LLC | 5,345 | $51.7 萬 | 0.35% | +56+1.1% | 加碼 |
| Personal Cfo Solutions, LLC | 5,368 | $51.9 萬 | 0.08% | +277+5.4% | 加碼 |
| Savant Capital, LLC | 5,407 | $52.3 萬 | 0.01% | −2,096−27.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,408 | $52.3 萬 | 0.09% | −81−1.5% | 減碼 |
| MB, Levis & Associates, LLC | 5,410 | $52.3 萬 | 0.28% | 00.0% | 不變 |
| Cascade Financial Partners, LLC | 5,638 | $52.7 萬 | 0.08% | +5,638 | 新進 |
| Allen Wealth Management, LLC | 5,474 | $53.0 萬 | 0.47% | −10,047−64.7% | 減碼 |
| Monticello Wealth Management, LLC | 5,481 | $53.0 萬 | 0.05% | −1,535−21.9% | 減碼 |
| First American Trust, FSB | 5,491 | $53.1 萬 | 0.06% | +202+3.8% | 加碼 |
| St Germain D J Co Inc | 5,492 | $53.1 萬 | 0.03% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 5,505 | $53.3 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,509 | $53.3 萬 | 0.08% | +147+2.7% | 加碼 |
| Range Financial Group LLC | 5,523 | $53.4 萬 | 0.28% | +5,523 | 新進 |
| Five Oceans Advisors | 5,546 | $53.6 萬 | 0.28% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 5,574 | $53.9 萬 | 0.18% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,578 | $54.0 萬 | 0.03% | −13−0.2% | 減碼 |
| AE Wealth Management LLC | 5,660 | $54.8 萬 | 0.01% | −15,681−73.5% | 減碼 |
| Graypoint LLC | 5,668 | $54.8 萬 | 0.04% | −41−0.7% | 減碼 |
| Nilsine Partners, LLC | 5,679 | $54.9 萬 | 0.08% | −226−3.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,681 | $55.0 萬 | 0.08% | −83−1.4% | 減碼 |