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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 5,686 | $55.0 萬 | 0.04% | −310−5.2% | 減碼 |
| E&G Advisors, LP | 5,694 | $55.1 萬 | 0.17% | −60−1.0% | 減碼 |
| HB Wealth Management, LLC | 5,694 | $55.1 萬 | 0.01% | +1,317+30.1% | 加碼 |
| Hartford Funds Management Co LLC | 5,717 | $55.3 萬 | 0.05% | +672+13.3% | 加碼 |
| Penbrook Management LLC | 5,760 | $55.7 萬 | 0.35% | 00.0% | 不變 |
| HF Advisory Group, LLC | 5,797 | $56.1 萬 | 0.31% | +1,087+23.1% | 加碼 |
| PFG Investments, LLC | 5,811 | $56.2 萬 | 0.03% | +5,811 | 新進 |
| Cullen Investment Group, Ltd. | 5,955 | $56.2 萬 | 0.09% | +33+0.6% | 加碼 |
| CVA Family Office, LLC | 5,891 | $57.0 萬 | 0.10% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 5,900 | $57.1 萬 | 0.25% | −298−4.8% | 減碼 |
| Sigma Planning Corp | 5,908 | $57.2 萬 | 0.02% | +3,546+150.1% | 加碼 |
| NTV Asset Management LLC | 5,921 | $57.3 萬 | 0.09% | −550−8.5% | 減碼 |
| Radnor Capital Management, LLC | 5,925 | $57.3 萬 | 0.10% | −300−4.8% | 減碼 |
| Lazard Asset Management LLC | 5,944 | $57.4 萬 | 0.00% | −485−7.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,949 | $57.5 萬 | 0.05% | −22−0.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $57.6 萬 | 0.14% | 00.0% | 不變 |
| McDaniel Terry & Co | 5,984 | $57.9 萬 | 0.05% | −5,527−48.0% | 減碼 |
| Privium Fund Management B.V. | 6,000 | $58.0 萬 | 0.15% | −3,980−39.9% | 減碼 |
| Cohen Klingenstein LLC | 6,000 | $58.0 萬 | 0.02% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 6,027 | $58.3 萬 | 0.01% | +6,027 | 新進 |
| Ascent Group, LLC | 6,071 | $58.7 萬 | 0.05% | −189−3.0% | 減碼 |
| Visionary Horizons, LLC | 6,305 | $59.0 萬 | 0.46% | −265−4.0% | 減碼 |
| TD Waterhouse Canada Inc. | 5,976 | $59.0 萬 | 0.00% | +5+0.1% | 加碼 |
| Keystone Financial Services | 6,100 | $59.0 萬 | 0.26% | −30.0% | 減碼 |
| Oarsman Capital, Inc. | 6,187 | $59.8 萬 | 0.14% | −128−2.0% | 減碼 |
| Schulhoff & Co Inc | 6,204 | $60.0 萬 | 0.26% | +153+2.5% | 加碼 |
| Change Path, LLC | 6,239 | $60.4 萬 | 0.02% | +6,239 | 新進 |
| Essex Financial Services, Inc. | 6,247 | $60.4 萬 | 0.06% | −159−2.5% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 6,269 | $60.6 萬 | 0.10% | +822+15.1% | 加碼 |
| Jeppson Wealth Management, LLC | 6,313 | $61.1 萬 | 0.24% | −64−1.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,314 | $61.1 萬 | 0.03% | +464+7.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,327 | $61.2 萬 | 0.01% | −81−1.3% | 減碼 |
| Jacobi Capital Management LLC | 6,391 | $61.8 萬 | 0.06% | −535−7.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,398 | $61.9 萬 | 0.12% | −33−0.5% | 減碼 |
| Alera Investment Advisors, LLC | 6,405 | $62.0 萬 | 0.08% | +6,405 | 新進 |
| CFO4Life Group, LLC | 6,406 | $62.0 萬 | 0.11% | −609−8.7% | 減碼 |
| Principal Street Partners, LLC | 6,080 | $62.1 萬 | 0.12% | +4,091+205.7% | 加碼 |
| Regions Financial Corp | 6,419 | $62.1 萬 | 0.00% | +13+0.2% | 加碼 |
| Neville Rodie & Shaw Inc | 6,460 | $62.4 萬 | 0.05% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 6,548 | $63.3 萬 | 0.32% | 00.0% | 不變 |
| Csenge Advisory Group | 6,556 | $63.4 萬 | 0.04% | −1,365−17.2% | 減碼 |
| Dakota Wealth Management | 6,587 | $63.7 萬 | 0.02% | −1,718−20.7% | 減碼 |
| 1832 Asset Management L.P. | 6,595 | $63.8 萬 | 0.00% | −3,004−31.3% | 減碼 |
| Resources Investment Advisors, LLC. | 6,671 | $64.5 萬 | 0.01% | −1,238−15.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,675 | $64.6 萬 | 0.04% | −1,215−15.4% | 減碼 |
| Peoples Bank | 6,683 | $64.6 萬 | 0.51% | −290−4.2% | 減碼 |
| Salem Investment Counselors Inc | 6,432 | $64.7 萬 | 0.02% | −10−0.2% | 減碼 |
| Headlands Technologies LLC | 6,687 | $64.7 萬 | 0.16% | +6,687 | 新進 |
| Coldstream Capital Management Inc | 6,702 | $64.8 萬 | 0.02% | +307+4.8% | 加碼 |
| Oxford Wealth Group, LLC | 6,800 | $65.8 萬 | 0.60% | +6,800 | 新進 |
| Belvedere Trading LLC | 6,832 | $66.1 萬 | 0.05% | −7,934−53.7% | 減碼 |
| Stephens Inc | 6,956 | $67.3 萬 | 0.01% | +81+1.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,096 | $67.5 萬 | 0.01% | −715−9.2% | 減碼 |
| Susquehanna International Group, LLP | 7,015 | $67.9 萬 | 0.00% | −13,079−65.1% | 減碼 |
| Klingenstein Fields & Co LP | 7,043 | $68.1 萬 | 0.03% | −1,700−19.4% | 減碼 |
| Rehmann Capital Advisory Group | 7,043 | $68.1 萬 | 0.05% | +103+1.5% | 加碼 |
| Fulton Bank, N.A. | 7,086 | $68.5 萬 | 0.03% | −1,269−15.2% | 減碼 |
| St. Clair Advisors, LLC | 7,092 | $68.6 萬 | 0.22% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 7,022 | $69.1 萬 | 0.02% | +350+5.2% | 加碼 |
| Douglass Winthrop Advisors, LLC | 7,148 | $69.1 萬 | 0.01% | +210+3.0% | 加碼 |
| BBR Partners, LLC | 7,158 | $69.2 萬 | 0.06% | +2,959+70.5% | 加碼 |
| Liberty One Investment Management, LLC | 7,184 | $69.5 萬 | 0.08% | −917−11.3% | 減碼 |
| Twin City Private Wealth, LLC | 6,943 | $69.5 萬 | 0.68% | +6,943 | 新進 |
| Lantz Financial LLC | 7,194 | $69.6 萬 | 0.22% | −265−3.6% | 減碼 |
| Cookson Peirce & Co Inc | 7,220 | $69.8 萬 | 0.04% | −42−0.6% | 減碼 |
| Harbour Investments, Inc. | 7,226 | $69.9 萬 | 0.02% | +51+0.7% | 加碼 |
| Callan Capital, LLC | 7,226 | $69.9 萬 | 0.06% | +2,598+56.1% | 加碼 |
| Smart Money Group LLC | 7,264 | $70.6 萬 | 0.27% | +1,459+25.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 7,314 | $70.7 萬 | 0.04% | −685−8.6% | 減碼 |
| Romano Brothers and Company | 7,356 | $71.2 萬 | 0.10% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 7,400 | $71.6 萬 | 0.50% | −100−1.3% | 減碼 |
| RSM US Wealth Management LLC | 7,485 | $72.4 萬 | 0.02% | +2,378+46.6% | 加碼 |
| Marotta Asset Management | 7,492 | $72.5 萬 | 0.15% | −71−0.9% | 減碼 |
| Page Arthur B | 7,505 | $72.6 萬 | 0.75% | −9,839−56.7% | 減碼 |
| Covenant Partners, LLC | 7,542 | $73.0 萬 | 0.21% | −307−3.9% | 減碼 |
| Quantitative Investment Management, LLC | 7,557 | $73.0 萬 | 0.04% | −17,147−69.4% | 減碼 |
| Northcape Wealth Management, LLC | 7,572 | $73.2 萬 | 0.27% | −1,690−18.2% | 減碼 |
| Montag A & Associates Inc | 7,575 | $73.3 萬 | 0.04% | −398−5.0% | 減碼 |
| BSW Wealth Partners | 7,576 | $73.3 萬 | 0.12% | −795−9.5% | 減碼 |
| Ruggaard & Associates LLC | 7,609 | $73.6 萬 | 0.35% | +97+1.3% | 加碼 |
| Central Trust Co | 7,635 | $73.9 萬 | 0.02% | −510−6.3% | 減碼 |
| MQS Management LLC | 7,651 | $74.0 萬 | 0.42% | +7,651 | 新進 |
| Means Investment Co., Inc. | 7,684 | $74.3 萬 | 0.10% | −390−4.8% | 減碼 |
| Anchor Investment Management, LLC | 7,701 | $74.5 萬 | 0.08% | +17+0.2% | 加碼 |
| Modera Wealth Management, LLC | 7,749 | $75.0 萬 | 0.01% | −30−0.4% | 減碼 |
| PDS Planning, Inc | 7,765 | $75.1 萬 | 0.08% | +62+0.8% | 加碼 |
| Thornburg Investment Management Inc | 7,800 | $75.4 萬 | 0.01% | +966+14.1% | 加碼 |
| Sage Rhino Capital LLC | 7,806 | $75.5 萬 | 0.18% | +162+2.1% | 加碼 |
| Tiaa Trust, National Association | 7,852 | $76.0 萬 | 0.00% | +1,666+26.9% | 加碼 |
| West Family Investments, Inc. | 7,869 | $76.1 萬 | 0.24% | +284+3.7% | 加碼 |
| Mather Group, LLC. | 7,553 | $76.3 萬 | 0.01% | −1,922−20.3% | 減碼 |
| Elmwood Wealth Management, Inc. | 7,924 | $76.6 萬 | 0.33% | +3,216+68.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 483 | $77.6 萬 | 0.01% | −5,562−92.0% | 減碼 |
| Mill Capital Management, LLC | 8,084 | $78.2 萬 | 0.07% | −300−3.6% | 減碼 |
| Burns J W & Co Inc | 8,084 | $78.2 萬 | 0.11% | +170+2.1% | 加碼 |
| Shelton Capital Management | 8,086 | $78.2 萬 | 0.02% | +5,386+199.5% | 加碼 |
| Banco de Sabadell, S.A | 8,125 | $78.9 萬 | 0.59% | −31−0.4% | 減碼 |
| Fort Sheridan Advisors LLC | 8,159 | $78.9 萬 | 0.15% | +145+1.8% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,196 | $79.3 萬 | 0.09% | +4,660+131.8% | 加碼 |
| Valmark Advisers, Inc. | 8,292 | $80.2 萬 | 0.01% | +48+0.6% | 加碼 |