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 |
|---|---|---|---|---|---|
| Cohen Investment Advisors LLC | 4,997 | $50.9 萬 | 0.41% | +1,127+29.1% | 加碼 |
| Plancorp, LLC | 4,796 | $51.1 萬 | 0.02% | +3+0.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 4,836 | $51.5 萬 | 0.04% | −1,113−18.7% | 減碼 |
| Joel Isaacson & Co., LLC | 4,862 | $51.8 萬 | 0.03% | +191+4.1% | 加碼 |
| Diversified Trust Co | 4,870 | $51.8 萬 | 0.01% | −186−3.7% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $52.3 萬 | 0.29% | 00.0% | 不變 |
| North Star Asset Management Inc | 4,951 | $52.7 萬 | 0.03% | 00.0% | 不變 |
| Valley Brook Capital Group | 4,959 | $52.8 萬 | 0.41% | −25−0.5% | 減碼 |
| Gallacher Capital Management LLC | 4,981 | $53.0 萬 | 0.28% | +179+3.7% | 加碼 |
| Northwest Capital Management Inc | 5,000 | $53.2 萬 | 0.19% | −150−2.9% | 減碼 |
| MMBG Investment Advisors Co. | 5,002 | $53.3 萬 | 0.06% | 00.0% | 不變 |
| Dillon & Associates Inc | 5,049 | $53.5 萬 | 0.08% | −274−5.1% | 減碼 |
| Alhambra Investment Partners LLC | 5,034 | $53.6 萬 | 0.29% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 290 | $53.6 萬 | 0.01% | −193−40.0% | 減碼 |
| Mezzasalma Advisors, LLC | 5,040 | $53.7 萬 | 0.23% | +1,023+25.5% | 加碼 |
| American Trust Investment Advisors, LLC | 5,060 | $53.9 萬 | 0.26% | −137−2.6% | 減碼 |
| StrongBox Wealth, LLC | 5,138 | $54.7 萬 | 0.26% | +1,855+56.5% | 加碼 |
| Cordatus Wealth Management LLC | 5,165 | $55.0 萬 | 0.21% | −20.0% | 減碼 |
| Canal Capital Management, LLC | 5,184 | $55.2 萬 | 0.09% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 5,230 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Kidder Stephen W | 5,254 | $55.9 萬 | 0.17% | −7,155−57.7% | 減碼 |
| First American Trust, FSB | 5,269 | $56.1 萬 | 0.06% | −222−4.0% | 減碼 |
| Carr Financial Group Corp | 5,280 | $56.2 萬 | 0.18% | +27+0.5% | 加碼 |
| Hall Capital Management Co Inc | 5,283 | $56.2 萬 | 0.27% | +105+2.0% | 加碼 |
| Convergence Financial, LLC | 5,283 | $56.2 萬 | 0.15% | +5,283 | 新進 |
| Modera Wealth Management, LLC | 5,285 | $56.3 萬 | 0.01% | −2,464−31.8% | 減碼 |
| Gradient Investments LLC | 5,313 | $56.6 萬 | 0.01% | +330+6.6% | 加碼 |
| Forza Wealth Management, LLC | 5,319 | $56.6 萬 | 0.29% | 00.0% | 不變 |
| Lazard Asset Management LLC | 5,338 | $56.7 萬 | 0.00% | −606−10.2% | 減碼 |
| CFO4Life Group, LLC | 5,332 | $56.8 萬 | 0.11% | −1,074−16.8% | 減碼 |
| First City Capital Management, Inc. | 5,336 | $56.8 萬 | 0.32% | +10.0% | 加碼 |
| Cary Street Partners Asset Management LLC | 5,363 | $57.1 萬 | 0.08% | −142−2.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,397 | $57.5 萬 | 0.08% | −112−2.0% | 減碼 |
| Brighton Jones LLC | 5,399 | $57.5 萬 | 0.02% | +495+10.1% | 加碼 |
| MB, Levis & Associates, LLC | 5,410 | $57.6 萬 | 0.30% | 00.0% | 不變 |
| Savant Capital, LLC | 5,463 | $58.2 萬 | 0.01% | +56+1.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 5,466 | $58.2 萬 | 0.08% | −215−3.8% | 減碼 |
| Belpointe Asset Management LLC | 5,472 | $58.3 萬 | 0.04% | +5,472 | 新進 |
| St Germain D J Co Inc | 5,492 | $58.5 萬 | 0.03% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,507 | $58.6 萬 | 0.06% | −2,689−32.8% | 減碼 |
| Sigma Planning Corp | 5,518 | $58.7 萬 | 0.02% | −390−6.6% | 減碼 |
| Summit Trail Advisors, LLC | 5,553 | $59.1 萬 | 0.02% | +956+20.8% | 加碼 |
| BancorpSouth Bank | 5,554 | $59.1 萬 | 0.04% | −132−2.3% | 減碼 |
| TD Waterhouse Canada Inc. | 5,563 | $59.3 萬 | 0.01% | −413−6.9% | 減碼 |
| Sivia Capital Partners, LLC | 5,572 | $59.3 萬 | 0.40% | +227+4.2% | 加碼 |
| Venturi Wealth Management, LLC | 5,621 | $59.8 萬 | 0.04% | +43+0.8% | 加碼 |
| BKM Wealth Management, LLC | 5,625 | $59.9 萬 | 0.29% | +328+6.2% | 加碼 |
| Centaurus Financial, Inc. | 5,630 | $59.9 萬 | 0.04% | +995+21.5% | 加碼 |
| E&G Advisors, LP | 5,638 | $60.0 萬 | 0.18% | −56−1.0% | 減碼 |
| Cascade Financial Partners, LLC | 5,638 | $60.0 萬 | 0.08% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,582 | $60.4 萬 | 0.15% | +256+4.8% | 加碼 |
| Allen Wealth Management, LLC | 5,688 | $60.6 萬 | 0.54% | +214+3.9% | 加碼 |
| HB Wealth Management, LLC | 5,694 | $60.6 萬 | 0.01% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 5,698 | $60.7 萬 | 0.19% | +124+2.2% | 加碼 |
| CVA Family Office, LLC | 5,722 | $60.9 萬 | 0.11% | −169−2.9% | 減碼 |
| Penbrook Management LLC | 5,760 | $61.3 萬 | 0.37% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,788 | $61.6 萬 | 0.05% | +5,788 | 新進 |
| Nilsine Partners, LLC | 5,789 | $61.6 萬 | 0.08% | +110+1.9% | 加碼 |
| First Affirmative Financial Network | 5,805 | $61.8 萬 | 0.43% | +1,048+22.0% | 加碼 |
| McDaniel Terry & Co | 5,820 | $62.0 萬 | 0.05% | −164−2.7% | 減碼 |
| Monticello Wealth Management, LLC | 5,831 | $62.1 萬 | 0.06% | +350+6.4% | 加碼 |
| Cullen Investment Group, Ltd. | 5,855 | $62.3 萬 | 0.10% | −100−1.7% | 減碼 |
| Oarsman Capital, Inc. | 5,860 | $62.4 萬 | 0.14% | −327−5.3% | 減碼 |
| Regions Financial Corp | 5,870 | $62.5 萬 | 0.00% | −549−8.6% | 減碼 |
| Radnor Capital Management, LLC | 5,925 | $63.1 萬 | 0.19% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 5,930 | $63.1 萬 | 0.35% | −618−9.4% | 減碼 |
| Heritage Family Offices, LLP | 5,930 | $63.1 萬 | 0.35% | +5,930 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 5,954 | $63.4 萬 | 0.14% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 6,000 | $63.9 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,053 | $64.4 萬 | 0.03% | −261−4.1% | 減碼 |
| Motco | 6,069 | $64.6 萬 | 0.04% | +867+16.7% | 加碼 |
| Principal Street Partners, LLC | 6,080 | $64.7 萬 | 0.12% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 6,156 | $65.5 萬 | 0.00% | −439−6.7% | 減碼 |
| Wedmont Private Capital | 5,874 | $65.6 萬 | 0.04% | +857+17.1% | 加碼 |
| Personal Cfo Solutions, LLC | 6,200 | $66.0 萬 | 0.10% | +832+15.5% | 加碼 |
| Schulhoff & Co Inc | 6,210 | $66.1 萬 | 0.30% | +6+0.1% | 加碼 |
| NTV Asset Management LLC | 6,221 | $66.2 萬 | 0.09% | +300+5.1% | 加碼 |
| Fulton Bank, N.A. | 6,229 | $66.3 萬 | 0.03% | −857−12.1% | 減碼 |
| Heritage Wealth Management, Inc. | 6,136 | $66.3 萬 | 0.22% | +6,136 | 新進 |
| Mraz, Amerine & Associates, Inc. | 6,298 | $67.0 萬 | 0.14% | −100−1.6% | 減碼 |
| Visionary Horizons, LLC | 6,300 | $67.1 萬 | 0.49% | −5−0.1% | 減碼 |
| AE Wealth Management LLC | 6,316 | $67.2 萬 | 0.01% | +656+11.6% | 加碼 |
| Jeppson Wealth Management, LLC | 6,353 | $67.6 萬 | 0.26% | +40+0.6% | 加碼 |
| Salem Investment Counselors Inc | 6,362 | $67.7 萬 | 0.02% | −70−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 6,375 | $67.9 萬 | 0.00% | +1,883+41.9% | 加碼 |
| Heck Capital Advisors, LLC | 6,376 | $67.9 萬 | 0.08% | +3,198+100.6% | 加碼 |
| Ascent Group, LLC | 6,416 | $68.3 萬 | 0.06% | +345+5.7% | 加碼 |
| Dakota Wealth Management | 6,446 | $68.6 萬 | 0.02% | −141−2.1% | 減碼 |
| Spears Abacus Advisors LLC | 6,452 | $68.7 萬 | 0.01% | +425+7.1% | 加碼 |
| Neville Rodie & Shaw Inc | 6,460 | $68.8 萬 | 0.05% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 6,470 | $68.9 萬 | 0.02% | +1,940+42.8% | 加碼 |
| Hartford Funds Management Co LLC | 6,486 | $69.1 萬 | 0.06% | +769+13.5% | 加碼 |
| Five Oceans Advisors | 6,487 | $69.1 萬 | 0.36% | +941+17.0% | 加碼 |
| Jacobi Capital Management LLC | 6,492 | $69.1 萬 | 0.06% | +101+1.6% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,559 | $69.8 萬 | 0.01% | +232+3.7% | 加碼 |
| Peoples Bank | 6,573 | $70.0 萬 | 0.55% | −110−1.6% | 減碼 |
| Group One Trading, L.P. | 6,591 | $70.2 萬 | 0.02% | +6,591 | 新進 |
| Keystone Financial Services | 6,636 | $70.6 萬 | 0.29% | +536+8.8% | 加碼 |
| Valeo Financial Advisors, LLC | 6,701 | $71.3 萬 | 0.02% | −321−4.6% | 減碼 |
| Kennedy Investment Group | 6,750 | $71.9 萬 | 0.36% | +6,750 | 新進 |