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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 24,387 | $235.9 萬 | 0.05% | −392−1.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 24,284 | $234.9 萬 | 0.43% | +660+2.8% | 加碼 |
| Daymark Wealth Partners, LLC | 24,277 | $234.8 萬 | 0.13% | +856+3.7% | 加碼 |
| Notis-McConarty Edward | 24,161 | $233.7 萬 | 0.92% | −12,570−34.2% | 減碼 |
| Integrated Wealth Concepts LLC | 23,917 | $231.3 萬 | 0.03% | −879−3.5% | 減碼 |
| Forum Financial Management, LP | 23,822 | $230.4 萬 | 0.04% | 00.0% | 不變 |
| Delaney Dennis R | 23,775 | $230.0 萬 | 1.25% | −7,080−22.9% | 減碼 |
| Benjamin Edwards Inc | 23,736 | $229.6 萬 | 0.46% | +682+3.0% | 加碼 |
| Diamond Hill Capital Management Inc | 23,534 | $227.6 萬 | 0.01% | +2,560+12.2% | 加碼 |
| Cubic Asset Management, LLC | 23,493 | $227.2 萬 | 0.54% | −200−0.8% | 減碼 |
| Fca Corp | 23,249 | $224.9 萬 | 0.73% | −55−0.2% | 減碼 |
| McKinley Capital Management LLC /Delaware | 23,069 | $223.1 萬 | 0.27% | +5,931+34.6% | 加碼 |
| Beacon Financial Group | 22,787 | $220.4 萬 | 0.25% | −1,204−5.0% | 減碼 |
| Clearstead Advisors, LLC | 21,398 | $218.8 萬 | 0.11% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 22,590 | $218.5 萬 | 1.42% | +340+1.5% | 加碼 |
| First Hawaiian Bank | 22,552 | $218.1 萬 | 0.07% | +458+2.1% | 加碼 |
| Broderick Brian C | 21,834 | $211.2 萬 | 0.45% | −6,126−21.9% | 減碼 |
| Commerce Bank | 21,712 | $210.0 萬 | 0.01% | −614−2.8% | 減碼 |
| Graham Capital Management, L.P. | 21,683 | $209.7 萬 | 0.06% | −6,202−22.2% | 減碼 |
| Marietta Investment Partners LLC | 21,544 | $208.4 萬 | 0.46% | +392+1.9% | 加碼 |
| Huntington National Bank | 21,544 | $208.4 萬 | 0.02% | −1,589−6.9% | 減碼 |
| Everett Harris & Co | 21,493 | $207.9 萬 | 0.03% | −590−2.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 21,408 | $207.1 萬 | 0.03% | +1,157+5.7% | 加碼 |
| HighPoint Advisor Group LLC | 20,193 | $206.5 萬 | 0.15% | +625+3.2% | 加碼 |
| Veriti Management LLC | 21,128 | $204.4 萬 | 0.15% | +568+2.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 21,066 | $203.8 萬 | 1.07% | +395+1.9% | 加碼 |
| Palisade Asset Management, LLC | 21,024 | $203.4 萬 | 0.20% | −1,859−8.1% | 減碼 |
| Arvest Investments, Inc. | 20,646 | $199.7 萬 | 0.32% | −3,608−14.9% | 減碼 |
| Stock Yards Bank & Trust Co | 20,566 | $198.9 萬 | 0.07% | +24+0.1% | 加碼 |
| Alyeska Investment Group, L.P. | 20,321 | $196.6 萬 | 0.01% | −735,078−97.3% | 減碼 |
| Azzad Asset Management Inc | 20,284 | $196.2 萬 | 0.23% | +161+0.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 20,227 | $195.7 萬 | 0.46% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 20,024 | $193.7 萬 | 0.02% | +4,088+25.7% | 加碼 |
| Penserra Capital Management LLC | 20,024 | $193.6 萬 | 0.02% | +4,088+25.7% | 加碼 |
| Old Port Advisors | 19,958 | $193.1 萬 | 0.59% | +142+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 |
| Trust Co of Toledo NA | 19,602 | $189.6 萬 | 0.30% | +144+0.7% | 加碼 |
| Synovus Financial Corp | 19,404 | $187.8 萬 | 0.02% | −1,295−6.3% | 減碼 |
| WCG Wealth Advisors LLC | 19,121 | $185.0 萬 | 0.15% | −8,250−30.1% | 減碼 |
| Johnson Investment Counsel Inc | 19,082 | $184.6 萬 | 0.02% | +387+2.1% | 加碼 |
| Bokf, NA | 19,252 | $184.6 萬 | 0.03% | −1,076−5.3% | 減碼 |
| Abbot Financial Management, Inc. | 18,979 | $183.6 萬 | 1.01% | −450−2.3% | 減碼 |
| Blue Square Asset Management, LLC | 18,940 | $183.2 萬 | 1.22% | +8,285+77.8% | 加碼 |
| Avantax Advisory Services, Inc. | 18,766 | $181.5 萬 | 0.02% | +6,579+54.0% | 加碼 |
| Jamison Private Wealth Management, Inc. | 18,624 | $180.2 萬 | 0.30% | −58−0.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,502 | $179.0 萬 | 0.19% | +445+2.5% | 加碼 |
| CWA Asset Management Group, LLC | 18,485 | $178.8 萬 | 0.11% | +10,457+130.3% | 加碼 |
| Checchi Capital Advisers, LLC | 18,388 | $177.9 萬 | 0.14% | −168−0.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 18,373 | $177.7 萬 | 0.14% | +1,013+5.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 18,339 | $177.4 萬 | 0.14% | −7,551−29.2% | 減碼 |
| Berkeley Capital Partners, LLC | 18,152 | $175.6 萬 | 0.54% | +11,893+190.0% | 加碼 |
| Boston Partners | 18,017 | $174.3 萬 | 0.00% | −13,759−43.3% | 減碼 |
| Atlantic Union Bankshares Corp | 18,017 | $174.3 萬 | 0.15% | −1,349−7.0% | 減碼 |
| Headinvest, LLC | 17,978 | $173.9 萬 | 0.34% | −37−0.2% | 減碼 |
| Independent Investors Inc | 17,900 | $173.1 萬 | 0.41% | 00.0% | 不變 |
| Grey Street Capital, LLC | 17,188 | $172.7 萬 | 0.23% | +17,188 | 新進 |
| Prudential Financial Inc | 17,711 | $171.3 萬 | 0.00% | −7,557−29.9% | 減碼 |
| Compass Wealth Management LLC | 17,625 | $170.5 萬 | 0.43% | −660−3.6% | 減碼 |
| Perigon Wealth Management, LLC | 17,621 | $170.5 萬 | 0.05% | +666+3.9% | 加碼 |
| Prospera Financial Services Inc | 17,422 | $168.6 萬 | 0.05% | +71+0.4% | 加碼 |
| Advisors Management Group Inc | 17,395 | $168.3 萬 | 0.42% | −78−0.4% | 減碼 |
| CAPROCK Group, Inc. | 16,736 | $168.3 萬 | 0.10% | −417−2.4% | 減碼 |
| Greenleaf Trust | 17,367 | $168.0 萬 | 0.02% | −278−1.6% | 減碼 |
| SageView Advisory Group, LLC | 6,996 | $167.3 萬 | 0.10% | +3,929+128.1% | 加碼 |
| Valley National Advisers Inc | 17,145 | $165.7 萬 | 0.25% | −304−1.7% | 減碼 |
| Benedict Financial Advisors Inc | 17,013 | $164.6 萬 | 0.42% | −143−0.8% | 減碼 |
| Voya Investment Management LLC | 16,995 | $164.4 萬 | 0.00% | −10,440−38.1% | 減碼 |
| Danske Bank A/S | 16,995 | $164.4 萬 | 0.01% | +16,995 | 新進 |
| Quadrant Capital Group LLC | 16,781 | $162.3 萬 | 0.13% | −84−0.5% | 減碼 |
| Guggenheim Capital LLC | 16,503 | $159.6 萬 | 0.01% | +269+1.7% | 加碼 |
| Delphi Management Inc | 16,479 | $159.4 萬 | 1.24% | +1,329+8.8% | 加碼 |
| Principal Securities, Inc. | 16,361 | $158.3 萬 | 0.05% | −3,788−18.8% | 減碼 |
| Ellevest, Inc. | 16,250 | $157.2 萬 | 0.10% | +1,177+7.8% | 加碼 |
| Ascent Wealth Partners, LLC | 16,210 | $156.8 萬 | 0.23% | +239+1.5% | 加碼 |
| Rothschild Investment LLC | 16,155 | $156.3 萬 | 0.11% | −31−0.2% | 減碼 |
| Lester Murray Antman dba SimplyRich | 16,143 | $156.2 萬 | 0.50% | +66+0.4% | 加碼 |
| FineMark National Bank & Trust | 16,148 | $156.2 萬 | 0.06% | +1,596+11.0% | 加碼 |
| Snowden Capital Advisors LLC | 15,524 | $156.0 萬 | 0.05% | +462+3.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 16,112 | $155.9 萬 | 0.07% | −754−4.5% | 減碼 |
| Patten Group, Inc. | 16,110 | $155.8 萬 | 0.38% | 00.0% | 不變 |
| Parsons Capital Management Inc | 16,095 | $155.7 萬 | 0.11% | −1,014−5.9% | 減碼 |
| Park National Corp | 16,034 | $155.1 萬 | 0.06% | −1,878−10.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 15,897 | $153.8 萬 | 0.03% | −1,623−9.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 15,169 | $152.4 萬 | 0.10% | −1,121−6.9% | 減碼 |
| Vise Technologies, Inc. | 15,679 | $151.7 萬 | 0.30% | −641−3.9% | 減碼 |
| Kahn Brothers Group Inc | 15,413 | $149.1 萬 | 0.22% | −2,650−14.7% | 減碼 |
| Ballentine Partners, LLC | 15,380 | $148.8 萬 | 0.03% | +1,788+13.2% | 加碼 |
| Altman Advisors, Inc. | 15,516 | $148.8 萬 | 0.72% | +582+3.9% | 加碼 |
| Marco Investment Management LLC | 15,330 | $148.3 萬 | 0.14% | +1,560+11.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 15,313 | $148.1 萬 | 0.02% | −16,764−52.3% | 減碼 |
| Evergreen Capital Management LLC | 14,692 | $147.3 萬 | 0.06% | +1,172+8.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,127 | $146.3 萬 | 0.10% | +808+5.6% | 加碼 |
| SG Americas Securities, LLC | 15,113 | $146.2 萬 | 0.01% | −27,934−64.9% | 減碼 |
| Lido Advisors, LLC | 14,528 | $145.9 萬 | 0.01% | +1,572+12.1% | 加碼 |
| Vident Advisory, LLC | 15,060 | $145.7 萬 | 0.03% | +1,834+13.9% | 加碼 |
| CNB Bank | 15,060 | $145.7 萬 | 0.71% | +198+1.3% | 加碼 |
| Stonebridge Capital Management Inc | 15,025 | $145.3 萬 | 0.65% | +600+4.2% | 加碼 |
| Richard P Slaughter Associates Inc | 14,988 | $145.0 萬 | 0.35% | −443−2.9% | 減碼 |
| World Equity Group, Inc. | 14,974 | $144.8 萬 | 0.30% | +1,416+10.4% | 加碼 |