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 2 季 13F 持有人
Novartis AG 在 2024/6/30 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
- 1,309
- 較 2024 年第 1 季 +68 家
- 持有股數
- 1.38 億
- 較 2024 年第 1 季 −120.0 萬 (−0.9%)
- 總市值
- $146.7 億
- 較 2024 年第 1 季 +$12.2 億 (+9.0%)
- 新進機構
- 133
- 另有 427 家加碼
- 清倉機構
- 65
- 另有 489 家減碼
另有 13 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 23,822 | $253.6 萬 | 0.05% | 00.0% | 不變 |
| Foyston, Gordon, & Payne Inc | 23,856 | $254.0 萬 | 0.63% | −1,054−4.2% | 減碼 |
| Penserra Capital Management LLC | 23,863 | $254.0 萬 | 0.03% | +3,839+19.2% | 加碼 |
| Capital Wealth Planning, LLC | 23,863 | $254.0 萬 | 0.03% | +3,839+19.2% | 加碼 |
| Benjamin Edwards Inc | 23,930 | $254.8 萬 | 0.49% | +194+0.8% | 加碼 |
| Tealwood Asset Management Inc | 24,220 | $257.9 萬 | 1.55% | −229−0.9% | 減碼 |
| CIBC Asset Management Inc | 24,283 | $258.5 萬 | 0.01% | +24,283 | 新進 |
| EagleClaw Capital Managment, LLC | 24,284 | $258.5 萬 | 0.47% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 24,338 | $259.1 萬 | 0.00% | +13,839+131.8% | 加碼 |
| Integrated Wealth Concepts LLC | 24,367 | $259.4 萬 | 0.04% | +450+1.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 24,767 | $263.7 萬 | 0.25% | +6,265+33.9% | 加碼 |
| Arvest Trust Co N A | 24,836 | $264.4 萬 | 0.16% | −1,664−6.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 24,940 | $265.5 萬 | 0.07% | −712−2.8% | 減碼 |
| National Asset Management, Inc. | 24,999 | $266.1 萬 | 0.07% | −2,075−7.7% | 減碼 |
| Peapack Gladstone Financial Corp | 25,118 | $267.3 萬 | 0.04% | −451−1.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 25,244 | $268.7 萬 | 0.03% | −1,108−4.2% | 減碼 |
| Oxbow Advisors, LLC | 25,547 | $272.0 萬 | 0.32% | +25,547 | 新進 |
| Congress Wealth Management LLC | 26,120 | $278.1 萬 | 0.04% | +26,120 | 新進 |
| Avantax Advisory Services, Inc. | 26,189 | $278.8 萬 | 0.02% | +7,423+39.6% | 加碼 |
| Fred Alger Management, LLC | 26,295 | $279.9 萬 | 0.01% | +1,852+7.6% | 加碼 |
| We Are One Seven, LLC | 26,447 | $281.6 萬 | 0.13% | −630−2.3% | 減碼 |
| Daymark Wealth Partners, LLC | 26,821 | $285.5 萬 | 0.13% | +2,544+10.5% | 加碼 |
| Geneos Wealth Management Inc. | 26,961 | $287.0 萬 | 0.13% | +1,535+6.0% | 加碼 |
| Diamond Hill Capital Management Inc | 27,000 | $287.4 萬 | 0.01% | +3,466+14.7% | 加碼 |
| Advisors Asset Management, Inc. | 27,004 | $287.5 萬 | 0.06% | +2,085+8.4% | 加碼 |
| Telos Capital Management, Inc. | 27,077 | $288.3 萬 | 0.32% | +652+2.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 27,137 | $288.9 萬 | 0.03% | +1,826+7.2% | 加碼 |
| Ashton Thomas Securities, LLC | 26,704 | $289.0 萬 | 0.70% | +26,704 | 新進 |
| Catalyst Capital Advisors LLC | 27,518 | $293.0 萬 | 0.07% | 00.0% | 不變 |
| Hall Laurie J Trustee | 27,592 | $293.7 萬 | 1.02% | −65−0.2% | 減碼 |
| Eldred Rock Partners, LLC | 27,727 | $295.2 萬 | 1.23% | +13,348+92.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,793 | $295.9 萬 | 0.06% | +349+1.3% | 加碼 |
| Americana Partners, LLC | 27,889 | $296.9 萬 | 0.23% | +318+1.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 27,918 | $297.2 萬 | 0.26% | +475+1.7% | 加碼 |
| Prudential Financial Inc | 27,925 | $297.3 萬 | 0.00% | +10,214+57.7% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,130 | $299.5 萬 | 2.16% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 28,139 | $299.6 萬 | 0.30% | −296−1.0% | 減碼 |
| Fairfield, Bush & Co. | 28,617 | $304.7 萬 | 1.83% | −192−0.7% | 減碼 |
| Moors & Cabot, Inc. | 28,809 | $306.7 萬 | 0.16% | −183−0.6% | 減碼 |
| RSM US Wealth Management LLC | 28,820 | $307.0 萬 | 0.05% | +21,335+285.0% | 加碼 |
| Bradley Foster & Sargent Inc | 29,378 | $312.8 萬 | 0.06% | −419−1.4% | 減碼 |
| AMG National Trust Bank | 29,487 | $313.9 萬 | 0.08% | −335−1.1% | 減碼 |
| apricus wealth, LLC | 29,916 | $318.5 萬 | 2.27% | −1,105−3.6% | 減碼 |
| Acadian Asset Management LLC | 29,994 | $319.2 萬 | 0.01% | +16,335+119.6% | 加碼 |
| Wambolt & Associates, LLC | 30,190 | $321.6 萬 | 0.93% | +1,965+7.0% | 加碼 |
| TownSquare Capital, LLC | 30,893 | $328.9 萬 | 0.04% | +5,545+21.9% | 加碼 |
| Arlington Partners LLC | 31,152 | $331.6 萬 | 1.65% | +1,503+5.1% | 加碼 |
| Somerville Kurt F | 31,225 | $332.4 萬 | 0.56% | −22,259−41.6% | 減碼 |
| Brinker Capital Investments, LLC | 31,344 | $333.7 萬 | 0.04% | +1,976+6.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 31,344 | $333.7 萬 | 0.04% | +1,976+6.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 31,343 | $333.7 萬 | 0.09% | +31,343 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 31,387 | $334.1 萬 | 0.01% | −4,077−11.5% | 減碼 |
| Northeast Investment Management | 32,153 | $342.3 萬 | 0.16% | +6,223+24.0% | 加碼 |
| Chesley Taft & Associates LLC | 32,402 | $345.0 萬 | 0.17% | −310−0.9% | 減碼 |
| Oppenheimer & Co Inc | 32,706 | $348.2 萬 | 0.06% | +1,768+5.7% | 加碼 |
| Fort Pitt Capital Group, LLC | 32,810 | $349.3 萬 | 0.11% | +1,079+3.4% | 加碼 |
| CAPROCK Group, Inc. | 32,889 | $350.1 萬 | 0.14% | +16,153+96.5% | 加碼 |
| NBT Bank N A | 33,150 | $352.9 萬 | 0.25% | +7,147+27.5% | 加碼 |
| Balyasny Asset Management LLC | 33,770 | $359.5 萬 | 0.01% | +21,496+175.1% | 加碼 |
| Greenup Street Wealth Management LLC | 33,868 | $360.6 萬 | 0.85% | +33,868 | 新進 |
| Beach Investment Counsel Inc | 34,172 | $363.8 萬 | 0.45% | −3,813−10.0% | 減碼 |
| Park Avenue Securities LLC | 34,482 | $367.1 萬 | 0.04% | +6,862+24.8% | 加碼 |
| Davenport & Co LLC | 34,493 | $367.2 萬 | 0.02% | +148+0.4% | 加碼 |
| Patten & Patten Inc | 34,580 | $368.1 萬 | 0.26% | −920−2.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 34,625 | $368.6 萬 | 0.02% | −60,692−63.7% | 減碼 |
| WealthTrust Axiom LLC | 35,045 | $373.1 萬 | 1.24% | +911+2.7% | 加碼 |
| Advisory Services Network, LLC | 35,051 | $373.2 萬 | 0.08% | −2,070−5.6% | 減碼 |
| Choate Investment Advisors | 35,197 | $374.7 萬 | 0.10% | −510−1.4% | 減碼 |
| Yousif Capital Management, LLC | 35,302 | $375.8 萬 | 0.04% | −4,116−10.4% | 減碼 |
| Boston Partners | 35,467 | $378.1 萬 | 0.00% | +17,450+96.9% | 加碼 |
| Providence Capital Advisors, LLC | 35,533 | $378.3 萬 | 0.82% | +416+1.2% | 加碼 |
| Argent Trust Co | 35,575 | $378.7 萬 | 0.17% | +1,574+4.6% | 加碼 |
| Gluskin Sheff & Assoc Inc | 35,733 | $380.4 萬 | 0.43% | −8,000−18.3% | 減碼 |
| Colony Group, LLC | 36,384 | $387.3 萬 | 0.01% | +6,211+20.6% | 加碼 |
| Azzad Asset Management Inc | 36,383 | $387.3 萬 | 0.46% | +16,099+79.4% | 加碼 |
| Haverford Trust Co | 36,677 | $390.5 萬 | 0.04% | −1,166−3.1% | 減碼 |
| MAI Capital Management | 36,757 | $391.3 萬 | 0.04% | +3,867+11.8% | 加碼 |
| Perennial Advisors, LLC | 37,743 | $401.8 萬 | 0.90% | +2,069+5.8% | 加碼 |
| Nichols & Pratt Advisers LLP | 37,802 | $402.4 萬 | 0.27% | −5,494−12.7% | 減碼 |
| Rhumbline Advisers | 37,810 | $402.5 萬 | 0.00% | +499+1.3% | 加碼 |
| Monte Financial Group, LLC | 37,999 | $404.5 萬 | 1.79% | +37,999 | 新進 |
| Woodmont Investment Counsel LLC | 38,386 | $408.7 萬 | 0.33% | −1,285−3.2% | 減碼 |
| Private Advisor Group, LLC | 38,448 | $409.3 萬 | 0.03% | +1,056+2.8% | 加碼 |
| Signaturefd, LLC | 38,768 | $412.7 萬 | 0.08% | +2,244+6.1% | 加碼 |
| Pekin Hardy Strauss, Inc. | 38,818 | $413.3 萬 | 0.57% | −1,152−2.9% | 減碼 |
| Sofos Investments, Inc. | 39,067 | $415.9 萬 | 1.04% | −31,142−44.4% | 減碼 |
| Logan Capital Management Inc | 39,134 | $416.6 萬 | 0.18% | −1,521−3.7% | 減碼 |
| DRW Securities, LLC | 39,405 | $419.0 萬 | 0.26% | −6,928−15.0% | 減碼 |
| Glenmede Trust Co NA | 39,618 | $421.8 萬 | 0.02% | +146+0.4% | 加碼 |
| Fayez Sarofim & Co | 39,990 | $425.7 萬 | 0.01% | −9,410−19.0% | 減碼 |
| Hayek Kallen Investment Management | 40,695 | $433.2 萬 | 1.62% | −270−0.7% | 減碼 |
| Carret Asset Management, LLC | 41,034 | $436.8 萬 | 0.51% | −120−0.3% | 減碼 |
| Keybank National Association | 42,062 | $447.8 萬 | 0.02% | +1,161+2.8% | 加碼 |
| Advisors Capital Management, LLC | 42,736 | $455.0 萬 | 0.08% | +3,816+9.8% | 加碼 |
| Scotia Capital Inc. | 43,207 | $460.0 萬 | 0.03% | +2,154+5.2% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 44,530 | $474.1 萬 | 1.76% | −52−0.1% | 減碼 |
| Henry James International Management, Inc. | 44,736 | $476.3 萬 | 1.69% | +9,003+25.2% | 加碼 |
| Auto-Owners Insurance Co | 45,143 | $480.6 萬 | 0.13% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 45,675 | $486.3 萬 | 0.05% | +1,081+2.4% | 加碼 |
| Atria Investments LLC | 45,849 | $488.1 萬 | 0.06% | −2,632−5.4% | 減碼 |