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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 159,764 | $1,545 萬 | 0.98% | +1,733+1.1% | 加碼 |
| National Bank of Canada | 146,188 | $1,492 萬 | 0.03% | +5,104+3.6% | 加碼 |
| Oak Associates, Ltd | 152,158 | $1,472 萬 | 1.02% | −675−0.4% | 減碼 |
| Bank of Montreal | 148,336 | $1,439 萬 | 0.01% | +2,901+2.0% | 加碼 |
| Rockefeller Capital Management L.P. | 148,741 | $1,439 萬 | 0.04% | +46,960+46.1% | 加碼 |
| Mercer Global Advisors Inc | 147,770 | $1,429 萬 | 0.04% | +36,704+33.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 139,078 | $1,390 萬 | 0.21% | −11,968−7.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 142,265 | $1,376 萬 | 0.16% | +87,081+157.8% | 加碼 |
| Pathstone Holdings, LLC | 141,112 | $1,371 萬 | 0.06% | +43,549+44.6% | 加碼 |
| Cambiar Investors LLC | 141,718 | $1,371 萬 | 0.51% | −14,406−9.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 141,097 | $1,365 萬 | 0.51% | −2,949−2.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 141,064 | $1,365 萬 | 2.83% | −2,940−2.0% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 133,877 | $1,295 萬 | 1.22% | −1,329−1.0% | 減碼 |
| Ethic Inc. | 132,747 | $1,284 萬 | 0.32% | +7,987+6.4% | 加碼 |
| Richard C. Young & CO., LTD. | 131,600 | $1,273 萬 | 1.60% | −5,556−4.1% | 減碼 |
| Marshall Wace, LLP | 131,247 | $1,270 萬 | 0.02% | −301,075−69.6% | 減碼 |
| ProVise Management Group, LLC | 127,390 | $1,232 萬 | 1.07% | +3,074+2.5% | 加碼 |
| Captrust Financial Advisors | 126,781 | $1,226 萬 | 0.05% | −14,338−10.2% | 減碼 |
| Nixon Peabody Trust Co | 125,288 | $1,212 萬 | 1.11% | +4,031+3.3% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 124,888 | $1,178 萬 | 1.08% | +13,864+12.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 121,220 | $1,173 萬 | 0.68% | −3,885−3.1% | 減碼 |
| Charles Schwab Investment Management Inc | 120,604 | $1,161 萬 | 0.00% | −25,805−17.6% | 減碼 |
| MML Investors Services, LLC | 119,456 | $1,156 萬 | 0.05% | +22,714+23.5% | 加碼 |
| Price T Rowe Associates Inc | 115,849 | $1,121 萬 | 0.00% | +3,696+3.3% | 加碼 |
| Trexquant Investment LP | 114,112 | $1,104 萬 | 0.22% | +114,112 | 新進 |
| Ingalls & Snyder LLC | 112,265 | $1,086 萬 | 0.48% | +947+0.9% | 加碼 |
| Promethos Capital, LLC | 112,085 | $1,084 萬 | 6.36% | +112,085 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 111,453 | $1,078 萬 | 0.03% | +5,491+5.2% | 加碼 |
| Federated Hermes, Inc. | 110,202 | $1,066 萬 | 0.02% | −9,853−8.2% | 減碼 |
| New York State Common Retirement Fund | 108,875 | $1,053 萬 | 0.01% | +13,245+13.9% | 加碼 |
| Tocqueville Asset Management L.P. | 108,539 | $1,050 萬 | 0.17% | +503+0.5% | 加碼 |
| Cetera Investment Advisers | 106,535 | $1,031 萬 | 0.02% | +84,777+389.6% | 加碼 |
| Woodline Partners LP | 105,656 | $1,022 萬 | 0.09% | +105,656 | 新進 |
| Bahl & Gaynor Inc | 103,010 | $996.4 萬 | 0.06% | −808−0.8% | 減碼 |
| Euro Pacific Asset Management, LLC | 99,366 | $955.9 萬 | 1.95% | −10,077−9.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 97,493 | $943.0 萬 | 0.36% | −1,701−1.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 95,317 | $922.0 萬 | 0.06% | −550−0.6% | 減碼 |
| Ritholtz Wealth Management | 94,041 | $909.7 萬 | 0.31% | +22,538+31.5% | 加碼 |
| American Assets Investment Management, LLC | 93,610 | $905.5 萬 | 0.86% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 91,336 | $884.0 萬 | 0.02% | −102,478−52.9% | 減碼 |
| Zevin Asset Management LLC | 90,738 | $877.7 萬 | 1.46% | +5,464+6.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 89,788 | $868.5 萬 | 0.01% | −3,538−3.8% | 減碼 |
| Hemenway Trust Co LLC | 89,711 | $867.8 萬 | 0.75% | −72,114−44.6% | 減碼 |
| Tweedy, Browne Co LLC | 89,446 | $865.2 萬 | 0.41% | −1,173−1.3% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 88,912 | $860.0 萬 | 2.59% | +88,912 | 新進 |
| Clifford Swan Investment Counsel LLC | 88,402 | $855.1 萬 | 0.32% | −3,860−4.2% | 減碼 |
| Gabelli Funds LLC | 86,000 | $831.9 萬 | 0.06% | −1,000−1.1% | 減碼 |
| Tower Bridge Advisors | 84,968 | $821.9 萬 | 0.84% | −6,042−6.6% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 84,583 | $818.2 萬 | 1.66% | +1,631+2.0% | 加碼 |
| Mengis Capital Management, Inc. | 83,793 | $810.5 萬 | 1.25% | +1,850+2.3% | 加碼 |
| Voloridge Investment Management, LLC | 82,943 | $802.3 萬 | 0.03% | −197,118−70.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 82,727 | $800.2 萬 | 0.02% | +26,632+47.5% | 加碼 |
| CWM, LLC | 82,612 | $799.1 萬 | 0.04% | −3,832−4.4% | 減碼 |
| Investment House LLC | 82,079 | $794.0 萬 | 0.47% | +1,050+1.3% | 加碼 |
| Blair William & Co | 81,985 | $793.0 萬 | 0.02% | −3,266−3.8% | 減碼 |
| Baird Financial Group, Inc. | 81,640 | $789.7 萬 | 0.02% | +5,986+7.9% | 加碼 |
| Live Oak Private Wealth LLC | 80,395 | $777.7 萬 | 1.35% | −328−0.4% | 減碼 |
| Cohen Capital Management, Inc. | 80,078 | $774.6 萬 | 1.37% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 79,011 | $764.3 萬 | 0.06% | −7,587−8.8% | 減碼 |
| Osterweis Capital Management Inc | – | $761.7 萬 | 0.45% | – | – |
| CORDA Investment Management, LLC. | 77,038 | $745.2 萬 | 0.59% | −4,513−5.5% | 減碼 |
| Altrius Capital Management Inc | 76,721 | $742.1 萬 | 1.87% | +6,913+9.9% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,788 | $733.1 萬 | 2.02% | −292−0.4% | 減碼 |
| TCW Group Inc | 74,969 | $725.2 萬 | 0.07% | +48+0.1% | 加碼 |
| Sofos Investments, Inc. | 70,209 | $693.5 萬 | 0.93% | +36,244+106.7% | 加碼 |
| Quantinno Capital Management LP | 69,267 | $670.0 萬 | 0.15% | +7,459+12.1% | 加碼 |
| Welch & Forbes LLC | 69,094 | $668.3 萬 | 0.09% | −950−1.4% | 減碼 |
| Trustmark National Bank Trust Department | 65,969 | $638.1 萬 | 0.52% | −2,025−3.0% | 減碼 |
| Camden National Bank | 65,092 | $629.6 萬 | 1.11% | −1,403−2.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 64,191 | $620.9 萬 | 0.01% | +648+1.0% | 加碼 |
| Country Club Bank | 63,238 | $611.7 萬 | 0.43% | −1,238−1.9% | 減碼 |
| Quantbot Technologies LP | 63,099 | $610.4 萬 | 0.34% | +50,353+395.0% | 加碼 |
| Squarepoint Ops LLC | 62,752 | $607.0 萬 | 0.03% | +62,752 | 新進 |
| Cresset Asset Management, LLC | 60,279 | $604.9 萬 | 0.03% | +2,647+4.6% | 加碼 |
| Dearborn Partners LLC | 62,315 | $602.8 萬 | 0.26% | −86−0.1% | 減碼 |
| Banco Santander, S.A. | 61,469 | $594.6 萬 | 0.07% | −6,180−9.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 61,313 | $593.1 萬 | 0.03% | −2,733−4.3% | 減碼 |
| Fifth Third Bancorp | 60,625 | $586.4 萬 | 0.02% | +1,490+2.5% | 加碼 |
| Atom Investors LP | 60,515 | $585.4 萬 | 0.74% | +60,515 | 新進 |
| Pinnacle Associates Ltd | 60,092 | $581.3 萬 | 0.09% | −908−1.5% | 減碼 |
| Rathbone Brothers plc | 59,674 | $577.2 萬 | 0.03% | −2,071−3.4% | 減碼 |
| Syon Capital LLC | 58,641 | $567.2 萬 | 0.54% | +2,992+5.4% | 加碼 |
| JustInvest LLC | 58,419 | $565.1 萬 | 0.12% | +8,348+16.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 57,413 | $555.4 萬 | 0.02% | +1,640+2.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 57,296 | $554.2 萬 | 0.19% | +3,004+5.5% | 加碼 |
| Bleakley Financial Group, LLC | 54,731 | $529.4 萬 | 0.15% | +5,903+12.1% | 加碼 |
| Simplicity Wealth,LLC | 54,714 | $529.2 萬 | 0.13% | +54,714 | 新進 |
| Narwhal Capital Management | 53,487 | $517.4 萬 | 0.51% | −96−0.2% | 減碼 |
| Somerville Kurt F | 53,484 | $517.4 萬 | 0.88% | −42,365−44.2% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 52,786 | $510.6 萬 | 2.10% | −527−1.0% | 減碼 |
| Alliancebernstein L.P. | 52,783 | $510.6 萬 | 0.00% | −7,347−12.2% | 減碼 |
| Fiduciary Trust Co | 52,234 | $505.3 萬 | 0.08% | −96−0.2% | 減碼 |
| TD Asset Management Inc | 51,956 | $502.6 萬 | 0.00% | −3,140−5.7% | 減碼 |
| Wetherby Asset Management Inc | 51,740 | $500.5 萬 | 0.24% | −173−0.3% | 減碼 |
| Mar Vista Investment Partners LLC | 51,675 | $499.9 萬 | 0.22% | 00.0% | 不變 |
| CIBC World Markets Inc. | 50,769 | $491.1 萬 | 0.01% | −2,411−4.5% | 減碼 |
| Garland Capital Management Inc | 50,745 | $490.9 萬 | 3.25% | −565−1.1% | 減碼 |
| Sphera Funds Management Ltd. | 50,000 | $483.6 萬 | 0.78% | −10,000−16.7% | 減碼 |
| Community Financial Services Group, LLC | 49,660 | $480.4 萬 | 1.09% | +49,660 | 新進 |
| Fayez Sarofim & Co | 49,400 | $477.8 萬 | 0.01% | −2,075−4.0% | 減碼 |