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 |
|---|---|---|---|---|---|
| Klingenstein Fields & Co LP | 6,797 | $72.4 萬 | 0.03% | −246−3.5% | 減碼 |
| Rehmann Capital Advisory Group | 6,832 | $72.7 萬 | 0.05% | −211−3.0% | 減碼 |
| Coldstream Capital Management Inc | 6,838 | $72.8 萬 | 0.02% | +136+2.0% | 加碼 |
| Nomura Holdings Inc | 6,900 | $73.5 萬 | 0.00% | −7,063−50.6% | 減碼 |
| Kimelman & Baird, LLC | 6,900 | $73.5 萬 | 0.06% | +6,900 | 新進 |
| Liberty One Investment Management, LLC | 6,943 | $73.9 萬 | 0.08% | −241−3.4% | 減碼 |
| Tiaa Trust, National Association | 7,001 | $74.5 萬 | 0.00% | −851−10.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 7,008 | $74.6 萬 | 0.02% | −140−2.0% | 減碼 |
| Arkadios Wealth Advisors | 7,021 | $74.7 萬 | 0.05% | +4,568+186.2% | 加碼 |
| Cookson Peirce & Co Inc | 7,047 | $75.0 萬 | 0.04% | −173−2.4% | 減碼 |
| Stephens Inc | 7,057 | $75.1 萬 | 0.01% | +101+1.5% | 加碼 |
| Lantz Financial LLC | 7,061 | $75.2 萬 | 0.23% | −133−1.8% | 減碼 |
| BSW Wealth Partners | 7,090 | $75.5 萬 | 0.12% | −486−6.4% | 減碼 |
| Price T Rowe Associates Inc | 7,087 | $75.5 萬 | 0.00% | −108,762−93.9% | 減碼 |
| St. Clair Advisors, LLC | 7,092 | $75.5 萬 | 0.24% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 7,200 | $76.7 萬 | 0.56% | −200−2.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,272 | $77.4 萬 | 0.04% | +597+8.9% | 加碼 |
| Mill Capital Management, LLC | 7,334 | $78.1 萬 | 0.06% | −750−9.3% | 減碼 |
| Ruggaard & Associates LLC | 7,348 | $78.2 萬 | 0.36% | −261−3.4% | 減碼 |
| Romano Brothers and Company | 7,362 | $78.4 萬 | 0.11% | +6+0.1% | 加碼 |
| Marotta Asset Management | 7,378 | $78.6 萬 | 0.16% | −114−1.5% | 減碼 |
| Central Trust Co | 7,386 | $78.6 萬 | 0.02% | −249−3.3% | 減碼 |
| Harbour Investments, Inc. | 7,499 | $79.8 萬 | 0.03% | +273+3.8% | 加碼 |
| Caption Management, LLC | 7,500 | $79.8 萬 | 0.08% | +7,500 | 新進 |
| Torno Capital, LLC | 7,500 | $79.8 萬 | 0.08% | +7,500 | 新進 |
| Means Investment Co., Inc. | 7,506 | $79.9 萬 | 0.10% | −178−2.3% | 減碼 |
| Lake Street Advisors Group, LLC | 7,528 | $80.1 萬 | 0.04% | −756−9.1% | 減碼 |
| Covenant Partners, LLC | 7,542 | $80.3 萬 | 0.24% | 00.0% | 不變 |
| Montag A & Associates Inc | 7,575 | $80.6 萬 | 0.04% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 7,601 | $80.9 萬 | 0.08% | −100−1.3% | 減碼 |
| FSB Premier Wealth Management, Inc. | 7,626 | $81.2 萬 | 0.37% | +2,651+53.3% | 加碼 |
| HF Advisory Group, LLC | 7,658 | $81.5 萬 | 0.42% | +1,861+32.1% | 加碼 |
| Twin City Private Wealth, LLC | 7,707 | $82.0 萬 | 0.77% | +764+11.0% | 加碼 |
| Clarius Group, LLC | 7,753 | $82.5 萬 | 0.06% | −1,582−16.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,496 | $82.9 萬 | 0.01% | +400+5.6% | 加碼 |
| Thornburg Investment Management Inc | 7,800 | $83.0 萬 | 0.01% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 7,800 | $83.0 萬 | 0.00% | +7,800 | 新進 |
| Avidian Wealth Solutions, LLC | 7,811 | $83.2 萬 | 0.04% | +497+6.8% | 加碼 |
| West Family Investments, Inc. | 7,812 | $83.2 萬 | 0.25% | −57−0.7% | 減碼 |
| Lee Danner & Bass Inc | 7,830 | $83.4 萬 | 0.06% | +7,830 | 新進 |
| Sage Rhino Capital LLC | 7,847 | $83.5 萬 | 0.20% | +41+0.5% | 加碼 |
| Shelton Capital Management | 7,878 | $83.9 萬 | 0.02% | −208−2.6% | 減碼 |
| Cypress Asset Management Inc | 7,806 | $84.7 萬 | 0.22% | −340−4.2% | 減碼 |
| Twin Tree Management, LP | 7,987 | $85.0 萬 | 0.02% | +7,987 | 新進 |
| Beacon Investment Advisory Services, Inc. | 8,046 | $85.7 萬 | 0.04% | −762−8.7% | 減碼 |
| PDS Planning, Inc | 8,079 | $86.0 萬 | 0.09% | +314+4.0% | 加碼 |
| Burns J W & Co Inc | 8,084 | $86.1 萬 | 0.12% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 8,146 | $86.7 萬 | 0.00% | +3,392+71.4% | 加碼 |
| Fort Sheridan Advisors LLC | 8,159 | $86.9 萬 | 0.14% | 00.0% | 不變 |
| Keel Point, LLC | 7,735 | $87.0 萬 | 0.08% | +4,221+120.1% | 加碼 |
| Banco de Sabadell, S.A | 8,307 | $87.9 萬 | 0.64% | +182+2.2% | 加碼 |
| Smart Money Group LLC | 7,997 | $89.1 萬 | 0.32% | +733+10.1% | 加碼 |
| Kingsview Wealth Management, LLC | 8,376 | $89.2 萬 | 0.02% | −670−7.4% | 減碼 |
| Kennon-Green & Company, LLC | 8,378 | $89.2 萬 | 0.82% | −583−6.5% | 減碼 |
| Epoch Investment Partners, Inc. | 8,391 | $89.3 萬 | 0.00% | −45−0.5% | 減碼 |
| Valmark Advisers, Inc. | 8,426 | $89.7 萬 | 0.02% | +134+1.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,429 | $89.7 萬 | 0.04% | +19+0.2% | 加碼 |
| Davidson Trust Co | 8,431 | $89.8 萬 | 0.62% | −73−0.9% | 減碼 |
| JNBA Financial Advisors | 8,456 | $90.0 萬 | 0.09% | −204−2.4% | 減碼 |
| Warren Averett Asset Management, LLC | 8,524 | $90.7 萬 | 0.02% | +4,187+96.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 8,527 | $90.8 萬 | 0.00% | −1,046−10.9% | 減碼 |
| New Hampshire Trust | 8,564 | $91.2 萬 | 0.21% | −1,059−11.0% | 減碼 |
| Northcape Wealth Management, LLC | 8,570 | $91.2 萬 | 0.33% | +998+13.2% | 加碼 |
| Hamel Associates, Inc. | 8,645 | $92.0 萬 | 0.29% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 8,671 | $92.3 萬 | 0.08% | −32−0.4% | 減碼 |
| V-Square Quantitative Management LLC | 8,635 | $92.4 萬 | 0.15% | +240+2.9% | 加碼 |
| Elser Financial Planning, Inc | 8,751 | $93.2 萬 | 0.16% | +8,751 | 新進 |
| Essex Financial Services, Inc. | 8,401 | $93.3 萬 | 0.07% | +2,154+34.5% | 加碼 |
| Sittner & Nelson, LLC | 8,769 | $93.4 萬 | 0.46% | −276−3.1% | 減碼 |
| CNB Bank | 8,779 | $93.5 萬 | 0.45% | −6,281−41.7% | 減碼 |
| Bangor Savings Bank | 8,803 | $93.7 萬 | 0.09% | +206+2.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 8,810 | $93.8 萬 | 0.72% | +8,634+4,905.7% | 加碼 |
| Drucker Wealth 3.0, LLC | 8,810 | $93.8 萬 | 0.25% | +8,810 | 新進 |
| TD Private Client Wealth LLC | 8,850 | $94.2 萬 | 0.03% | −2,056−18.9% | 減碼 |
| Associated Banc-Corp | 8,852 | $94.2 萬 | 0.03% | +134+1.5% | 加碼 |
| Millennium Management LLC | 8,863 | $94.4 萬 | 0.00% | −262,380−96.7% | 減碼 |
| Beaton Management Co. Inc. | 8,873 | $94.5 萬 | 0.51% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 9,826 | $95.0 萬 | 0.45% | 00.0% | 不變 |
| Callan Capital, LLC | 8,988 | $95.7 萬 | 0.08% | +1,762+24.4% | 加碼 |
| Boston Financial Mangement LLC | 9,248 | $98.5 萬 | 0.03% | +715+8.4% | 加碼 |
| XML Financial, LLC | 9,248 | $98.5 萬 | 0.10% | −427−4.4% | 減碼 |
| Financial Advocates Investment Management | 9,324 | $99.3 萬 | 0.06% | −621−6.2% | 減碼 |
| Csenge Advisory Group | 9,348 | $99.5 萬 | 0.06% | +2,792+42.6% | 加碼 |
| Adviser Investments LLC | 9,365 | $99.7 萬 | 0.01% | +5+0.1% | 加碼 |
| WealthPlan Investment Management, LLC | 9,394 | $100.0 萬 | 0.15% | +9,394 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 9,444 | $100.5 萬 | 0.15% | +1,084+13.0% | 加碼 |
| Kensington Investment Counsel, LLC | 9,461 | $100.7 萬 | 0.45% | −160−1.7% | 減碼 |
| Wedbush Securities Inc | 9,503 | $101.2 萬 | 0.04% | −2,052−17.8% | 減碼 |
| Simmons Bank | 9,519 | $101.3 萬 | 0.08% | −205−2.1% | 減碼 |
| King Luther Capital Management Corp | 9,523 | $101.4 萬 | 0.00% | +456+5.0% | 加碼 |
| Harbour Trust & Investment Management Co | 9,569 | $101.9 萬 | 0.12% | −376−3.8% | 減碼 |
| Mather Group, LLC. | 10,599 | $102.5 萬 | 0.01% | +3,046+40.3% | 加碼 |
| AQR Capital Management LLC | 9,702 | $103.3 萬 | 0.00% | +6,990+257.7% | 加碼 |
| Drexel Morgan & Co. | 9,720 | $103.5 萬 | 0.22% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 9,824 | $104.6 萬 | 0.04% | −204−2.0% | 減碼 |
| Holderness Investments Co | 9,828 | $104.6 萬 | 0.25% | +673+7.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 9,852 | $104.9 萬 | 0.16% | +3,583+57.2% | 加碼 |
| Becker Capital Management Inc | 9,861 | $105.0 萬 | 0.04% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 9,881 | $105.2 萬 | 0.05% | −40−0.4% | 減碼 |
| Pitcairn Co | 9,998 | $106.4 萬 | 0.07% | +890+9.8% | 加碼 |