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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 3,597 | $38.3 萬 | 0.23% | −88−2.4% | 減碼 |
| Crew Capital Management, Ltd. | 3,599 | $38.3 萬 | 0.31% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 3,625 | $38.6 萬 | 0.07% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 3,636 | $38.7 萬 | 0.16% | −1,772−32.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,648 | $38.8 萬 | 0.02% | +17+0.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 3,654 | $38.9 萬 | 0.09% | +3,654 | 新進 |
| Sound View Wealth Advisors Group, LLC | 3,661 | $39.0 萬 | 0.04% | 00.0% | 不變 |
| RNC Capital Management LLC | 3,682 | $39.2 萬 | 0.02% | +16+0.4% | 加碼 |
| Sachetta, LLC | 3,503 | $39.2 萬 | 0.17% | −21−0.6% | 減碼 |
| Wealth Alliance | 3,683 | $39.2 萬 | 0.05% | +191+5.5% | 加碼 |
| Cetera Trust Company, N.A | 3,687 | $39.3 萬 | 0.25% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,689 | $39.3 萬 | 0.05% | −42−1.1% | 減碼 |
| Glenview Trust Co | 3,695 | $39.3 萬 | 0.01% | +238+6.9% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,699 | $39.4 萬 | 0.10% | 00.0% | 不變 |
| Busey Wealth Management | 3,717 | $39.6 萬 | 0.01% | −422−10.2% | 減碼 |
| First Personal Financial Services | 3,720 | $39.6 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 3,737 | $39.8 萬 | 0.12% | +40+1.1% | 加碼 |
| Seven Mile Advisory | 3,742 | $39.8 萬 | 0.29% | +69+1.9% | 加碼 |
| Graypoint LLC | 3,759 | $40.0 萬 | 0.03% | −1,909−33.7% | 減碼 |
| Riverview Trust Co | 3,763 | $40.1 萬 | 0.38% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 3,767 | $40.1 萬 | 0.06% | +101+2.8% | 加碼 |
| SYSTM Wealth Solutions LLC | 3,771 | $40.2 萬 | 0.09% | −659−14.9% | 減碼 |
| MQS Management LLC | 3,772 | $40.2 萬 | 0.24% | −3,879−50.7% | 減碼 |
| Verity Asset Management, Inc. | 3,785 | $40.3 萬 | 0.16% | −97−2.5% | 減碼 |
| Hollow Brook Wealth Management LLC | 3,788 | $40.3 萬 | 0.14% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 3,792 | $40.4 萬 | 0.06% | +30+0.8% | 加碼 |
| Beck Mack & Oliver LLC | 3,800 | $40.5 萬 | 0.01% | −400−9.5% | 減碼 |
| Greenwood Gearhart Inc | 3,802 | $40.5 萬 | 0.04% | −1,140−23.1% | 減碼 |
| Allworth Financial LP | 3,816 | $40.5 萬 | 0.00% | +86+2.3% | 加碼 |
| Alera Investment Advisors, LLC | 3,806 | $40.5 萬 | 0.05% | −2,599−40.6% | 減碼 |
| DF Dent & Co Inc | 3,825 | $40.7 萬 | 0.01% | −4−0.1% | 減碼 |
| Goldstone Financial Group, LLC | 3,834 | $40.8 萬 | 0.08% | +571+17.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 3,841 | $40.9 萬 | 0.20% | −500−11.5% | 減碼 |
| Pointe Capital Management LLC | 3,842 | $40.9 萬 | 0.25% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 3,867 | $41.2 萬 | 0.08% | −218−5.3% | 減碼 |
| Thomasville National Bank | 3,868 | $41.2 萬 | 0.03% | +290+8.1% | 加碼 |
| InTrack Investment Management Inc | 3,900 | $41.5 萬 | 0.30% | +500+14.7% | 加碼 |
| Two Sigma Advisers, LP | 3,900 | $41.5 萬 | 0.00% | +3,900 | 新進 |
| Ronald Blue Trust, Inc. | 4,293 | $41.5 萬 | 0.01% | +2,113+96.9% | 加碼 |
| Twin Lakes Capital Management, LLC | 3,905 | $41.6 萬 | 0.28% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,918 | $41.7 萬 | 0.04% | +142+3.8% | 加碼 |
| Fiduciary Financial Group, LLC | 3,780 | $41.8 萬 | 0.10% | +3,780 | 新進 |
| Chicago Trust Co NA | 3,943 | $42.0 萬 | 0.09% | +3,943 | 新進 |
| Parkside Financial Bank & Trust | 3,986 | $42.4 萬 | 0.07% | −181−4.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,997 | $42.6 萬 | 0.01% | +3,997 | 新進 |
| Shufro Rose & Co LLC | 4,000 | $42.6 萬 | 0.03% | 00.0% | 不變 |
| Charter Trust Co | 4,019 | $42.8 萬 | 0.03% | −4−0.1% | 減碼 |
| Freestone Capital Holdings, LLC | 4,040 | $43.0 萬 | 0.02% | −348−7.9% | 減碼 |
| S.A. Mason LLC | 4,040 | $43.0 萬 | 0.24% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 4,044 | $43.1 萬 | 0.09% | +4,044 | 新進 |
| GAMMA Investing LLC | 4,078 | $43.4 萬 | 0.06% | +769+23.2% | 加碼 |
| Bailard, Inc. | 4,087 | $43.5 萬 | 0.01% | +661+19.3% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,100 | $43.6 萬 | 0.34% | 00.0% | 不變 |
| American National Bank | 4,096 | $43.6 萬 | 0.05% | +349+9.3% | 加碼 |
| Wesbanco Bank Inc | 4,099 | $43.6 萬 | 0.02% | −445−9.8% | 減碼 |
| M Holdings Securities, Inc. | 4,116 | $43.8 萬 | 0.06% | +4,116 | 新進 |
| YHB Investment Advisors, Inc. | 4,123 | $43.9 萬 | 0.04% | 00.0% | 不變 |
| Legal & General Group Plc | 4,124 | $43.9 萬 | 0.00% | −832−16.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 4,150 | $44.2 萬 | 0.14% | −474−10.3% | 減碼 |
| GeoWealth Management, LLC | 4,155 | $44.2 萬 | 0.02% | +114+2.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,163 | $44.3 萬 | 0.05% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 4,200 | $44.7 萬 | 0.05% | 00.0% | 不變 |
| Helen Stephens Group, LLC | 4,222 | $44.9 萬 | 0.16% | 00.0% | 不變 |
| Seeds Investor LLC | 4,231 | $45.0 萬 | 0.23% | +823+24.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,240 | $45.1 萬 | 0.11% | +662+18.5% | 加碼 |
| Principle Wealth Partners LLC | 4,247 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| Range Financial Group LLC | 4,316 | $45.9 萬 | 0.23% | −1,207−21.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,323 | $46.0 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,340 | $46.2 萬 | 0.02% | +65+1.5% | 加碼 |
| Intellectus Partners, LLC | 4,342 | $46.2 萬 | 0.13% | −384−8.1% | 減碼 |
| Centiva Capital, LP | 4,361 | $46.4 萬 | 0.02% | −5,743−56.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,382 | $46.7 萬 | 0.31% | −10−0.2% | 減碼 |
| Beutel, Goodman & Co Ltd. | 4,405 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 4,407 | $46.9 萬 | 0.02% | +1,278+40.8% | 加碼 |
| Altfest L J & Co Inc | 4,417 | $47.0 萬 | 0.06% | −55−1.2% | 減碼 |
| Violich Capital Management, Inc. | 4,412 | $47.0 萬 | 0.06% | 00.0% | 不變 |
| Berkshire Bank | 4,415 | $47.0 萬 | 0.12% | −470−9.6% | 減碼 |
| Marino, Stram & Associates LLC | 4,416 | $47.0 萬 | 0.11% | −49−1.1% | 減碼 |
| Mittelman Wealth Management | 4,440 | $47.3 萬 | 0.31% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 4,445 | $47.3 萬 | 0.07% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 4,454 | $47.4 萬 | 0.01% | −366−7.6% | 減碼 |
| Washington Trust Co | 4,465 | $47.5 萬 | 0.02% | +10+0.2% | 加碼 |
| Private Trust Co NA | 4,466 | $47.5 萬 | 0.05% | −638−12.5% | 減碼 |
| Regatta Capital Group, LLC | 4,477 | $47.7 萬 | 0.10% | −119−2.6% | 減碼 |
| Capital Analysts, LLC | 4,520 | $48.1 萬 | 0.02% | +217+5.0% | 加碼 |
| Atlas Capital Advisors LLC | 4,532 | $48.2 萬 | 0.06% | +3,800+519.1% | 加碼 |
| Value Partners Investments Inc. | 4,540 | $48.3 萬 | 0.04% | +725+19.0% | 加碼 |
| Pinnacle Financial Partners Inc | 4,579 | $48.4 萬 | 0.01% | −527−10.3% | 減碼 |
| Grimes & Company, Inc. | 4,555 | $48.5 萬 | 0.01% | −9,967−68.6% | 減碼 |
| Toroso Investments, LLC | 4,566 | $48.6 萬 | 0.01% | +1,681+58.3% | 加碼 |
| Wealth Group, Ltd. | 4,594 | $48.9 萬 | 0.35% | −82−1.8% | 減碼 |
| Strategic Investment Advisors | 4,611 | $49.1 萬 | 0.06% | +145+3.2% | 加碼 |
| Aptus Capital Advisors, LLC | 4,616 | $49.1 萬 | 0.01% | +52+1.1% | 加碼 |
| Insigneo Advisory Services, LLC | 4,480 | $49.2 萬 | 0.06% | −312−6.5% | 減碼 |
| Rossmore Private Capital | 4,627 | $49.3 萬 | 0.06% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,638 | $49.4 萬 | 0.01% | +122+2.7% | 加碼 |
| Stablepoint Partners, LLC | 4,487 | $49.7 萬 | 0.10% | −200−4.3% | 減碼 |
| Cullinan Associates Inc | 4,700 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 4,703 | $50.1 萬 | 0.13% | +1,161+32.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,719 | $50.2 萬 | 0.03% | +2,038+76.0% | 加碼 |