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 3 季 13F 持有人
Novartis AG 在 2024/9/30 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
- 1,314
- 較 2024 年第 2 季 +22 家
- 持有股數
- 1.32 億
- 較 2024 年第 2 季 −347.9 萬 (−2.6%)
- 總市值
- $152.1 億
- 較 2024 年第 2 季 +$7.60 億 (+5.3%)
- 新進機構
- 101
- 另有 414 家加碼
- 清倉機構
- 79
- 另有 480 家減碼
另有 17 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 3,501 | $40.3 萬 | 0.23% | 00.0% | 不變 |
| Sachetta, LLC | 3,503 | $40.3 萬 | 0.16% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,519 | $40.5 萬 | 0.00% | +199+6.0% | 加碼 |
| Wealth Alliance | 3,521 | $40.5 萬 | 0.05% | −162−4.4% | 減碼 |
| Arete Wealth Advisors, LLC | 3,520 | $40.5 萬 | 0.03% | −2,268−39.2% | 減碼 |
| Traveka Wealth, LLC | 3,525 | $40.5 萬 | 0.21% | +128+3.8% | 加碼 |
| Independent Advisor Alliance | 3,536 | $40.7 萬 | 0.01% | +41+1.2% | 加碼 |
| Pointe Capital Management LLC | 3,542 | $40.7 萬 | 0.24% | −300−7.8% | 減碼 |
| Greenwood Gearhart Inc | 3,552 | $40.9 萬 | 0.03% | −250−6.6% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,580 | $41.2 萬 | 0.24% | −17−0.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,580 | $41.2 萬 | 0.02% | −68−1.9% | 減碼 |
| Sage Mountain Advisors LLC | 3,598 | $41.4 萬 | 0.04% | +171+5.0% | 加碼 |
| Crew Capital Management, Ltd. | 3,599 | $41.4 萬 | 0.33% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 3,654 | $42.0 萬 | 0.10% | 00.0% | 不變 |
| Wedbush Securities Inc | 3,656 | $42.1 萬 | 0.02% | −5,847−61.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,661 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 3,662 | $42.1 萬 | 0.02% | +100+2.8% | 加碼 |
| Charter Trust Co | 3,669 | $42.2 萬 | 0.03% | −350−8.7% | 減碼 |
| Altfest L J & Co Inc | 3,677 | $42.3 萬 | 0.06% | −740−16.8% | 減碼 |
| GQG Partners LLC | 3,678 | $42.3 萬 | 0.00% | +1,203+48.6% | 加碼 |
| Cetera Trust Company, N.A | 3,687 | $42.4 萬 | 0.26% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 3,693 | $42.5 萬 | 0.06% | −293−7.4% | 減碼 |
| Cohen Investment Advisors LLC | 3,698 | $42.5 萬 | 0.26% | −1,299−26.0% | 減碼 |
| Two Sigma Advisers, LP | 3,700 | $42.6 萬 | 0.00% | −200−5.1% | 減碼 |
| Shufro Rose & Co LLC | 4,000 | $42.6 萬 | 0.03% | 00.0% | 不變 |
| Glenview Trust Co | 3,707 | $42.6 萬 | 0.01% | +12+0.3% | 加碼 |
| Abel Hall, LLC | 3,710 | $42.7 萬 | 0.28% | +157+4.4% | 加碼 |
| Virtu Financial LLC | 3,714 | $42.7 萬 | 0.02% | +3,714 | 新進 |
| Notis-McConarty Edward | 3,715 | $42.7 萬 | 0.19% | −7,146−65.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,699 | $42.8 萬 | 0.10% | 00.0% | 不變 |
| First Personal Financial Services | 3,720 | $42.8 萬 | 0.09% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,732 | $42.9 萬 | 0.05% | +43+1.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,734 | $42.9 萬 | 0.01% | +393+11.8% | 加碼 |
| Pinnacle Bancorp, Inc. | 3,737 | $43.0 萬 | 0.11% | 00.0% | 不變 |
| Graypoint LLC | 3,741 | $43.0 萬 | 0.03% | −18−0.5% | 減碼 |
| Verity Asset Management, Inc. | 3,744 | $43.1 萬 | 0.16% | −41−1.1% | 減碼 |
| Riverview Trust Co | 3,763 | $43.3 萬 | 0.38% | 00.0% | 不變 |
| Hollow Brook Wealth Management LLC | 3,788 | $43.6 萬 | 0.13% | 00.0% | 不變 |
| Summit Financial, LLC | 3,790 | $43.6 萬 | 0.02% | +339+9.8% | 加碼 |
| Convergence Financial, LLC | 3,794 | $43.6 萬 | 0.09% | −1,489−28.2% | 減碼 |
| Beck Mack & Oliver LLC | 3,800 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Optas, LLC | 3,807 | $43.8 萬 | 0.10% | +221+6.2% | 加碼 |
| Belvedere Trading LLC | 3,817 | $43.9 萬 | 0.03% | +1,319+52.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 3,841 | $44.2 萬 | 0.20% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 3,898 | $44.3 萬 | 0.10% | +118+3.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,861 | $44.4 萬 | 0.20% | +225+6.2% | 加碼 |
| D'Orazio & Associates, Inc. | 3,862 | $44.4 萬 | 0.06% | +70+1.8% | 加碼 |
| Essex Savings Bank | 3,863 | $44.4 萬 | 0.11% | +1,200+45.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,863 | $44.4 萬 | 0.06% | −1,534−28.4% | 減碼 |
| InTrack Investment Management Inc | 3,900 | $44.9 萬 | 0.32% | 00.0% | 不變 |
| Allworth Financial LP | 3,902 | $44.9 萬 | 0.00% | +86+2.3% | 加碼 |
| Twin Lakes Capital Management, LLC | 3,905 | $44.9 萬 | 0.29% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,929 | $45.2 萬 | 0.04% | +11+0.3% | 加碼 |
| Freestone Capital Holdings, LLC | 3,960 | $45.5 萬 | 0.02% | −80−2.0% | 減碼 |
| Veracity Capital LLC | 3,960 | $45.5 萬 | 0.17% | +716+22.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 3,990 | $45.8 萬 | 0.03% | −729−15.4% | 減碼 |
| Seven Mile Advisory | 4,023 | $46.3 萬 | 0.31% | +281+7.5% | 加碼 |
| Alera Investment Advisors, LLC | 4,029 | $46.3 萬 | 0.05% | +223+5.9% | 加碼 |
| S.A. Mason LLC | 4,040 | $46.5 萬 | 0.25% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 4,044 | $46.5 萬 | 0.10% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 4,054 | $46.6 萬 | 0.01% | +4,054 | 新進 |
| Meridian Wealth Management, LLC | 4,055 | $46.6 萬 | 0.02% | +726+21.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,063 | $46.7 萬 | 0.04% | −100−2.4% | 減碼 |
| Wesbanco Bank Inc | 4,069 | $46.8 萬 | 0.02% | −30−0.7% | 減碼 |
| Nwam LLC | 4,069 | $46.8 萬 | 0.03% | +4,069 | 新進 |
| American National Bank | 4,096 | $47.1 萬 | 0.06% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,097 | $47.1 萬 | 0.04% | −1,410−25.6% | 減碼 |
| YHB Investment Advisors, Inc. | 4,123 | $47.4 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle West Asset Management, Inc. | 4,130 | $47.5 萬 | 0.34% | +30+0.7% | 加碼 |
| Central Pacific Bank - Trust Division | 4,150 | $47.7 萬 | 0.06% | −50−1.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 4,150 | $47.7 萬 | 0.15% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 4,190 | $48.2 萬 | 0.03% | +4,190 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,205 | $48.4 萬 | 0.11% | −35−0.8% | 減碼 |
| Helen Stephens Group, LLC | 4,222 | $48.6 萬 | 0.15% | 00.0% | 不變 |
| Berkshire Bank | 4,222 | $48.6 萬 | 0.11% | −193−4.4% | 減碼 |
| Capital Investment Advisors, LLC | 4,225 | $48.6 萬 | 0.01% | −413−8.9% | 減碼 |
| Principle Wealth Partners LLC | 4,247 | $48.8 萬 | 0.03% | 00.0% | 不變 |
| Legal & General Group Plc | 4,247 | $48.8 萬 | 0.00% | +123+3.0% | 加碼 |
| LRI Investments, LLC | 4,734 | $49.0 萬 | 0.05% | +2,566+118.4% | 加碼 |
| Intellectus Partners, LLC | 4,261 | $49.0 萬 | 0.13% | −81−1.9% | 減碼 |
| Chicago Trust Co NA | 4,304 | $49.5 萬 | 0.09% | +361+9.2% | 加碼 |
| Goldstone Financial Group, LLC | 4,314 | $49.6 萬 | 0.09% | +480+12.5% | 加碼 |
| Belpointe Asset Management LLC | 4,320 | $49.7 萬 | 0.03% | −1,152−21.1% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,354 | $50.1 萬 | 0.31% | −28−0.6% | 減碼 |
| Portside Wealth Group, LLC | 4,375 | $50.3 萬 | 0.09% | +1,375+45.8% | 加碼 |
| Violich Capital Management, Inc. | 4,412 | $50.7 萬 | 0.07% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 4,420 | $50.8 萬 | 0.05% | +1,703+62.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 4,423 | $50.9 萬 | 0.04% | +100+2.3% | 加碼 |
| Marino, Stram & Associates LLC | 4,442 | $51.1 萬 | 0.11% | +26+0.6% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,445 | $51.1 萬 | 0.07% | 00.0% | 不變 |
| Washington Trust Co | 4,465 | $51.4 萬 | 0.02% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 4,480 | $51.5 萬 | 0.10% | +3+0.1% | 加碼 |
| Stablepoint Partners, LLC | 4,487 | $51.6 萬 | 0.09% | 00.0% | 不變 |
| Wealth Group, Ltd. | 4,507 | $51.8 萬 | 0.35% | −87−1.9% | 減碼 |
| Strategic Investment Advisors | 4,531 | $52.1 萬 | 0.06% | −80−1.7% | 減碼 |
| Aptus Capital Advisors, LLC | 4,547 | $52.3 萬 | 0.01% | −69−1.5% | 減碼 |
| Insigneo Advisory Services, LLC | 4,555 | $52.4 萬 | 0.05% | +75+1.7% | 加碼 |
| Grimes & Company, Inc. | 4,571 | $52.6 萬 | 0.01% | +16+0.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 4,573 | $52.6 萬 | 0.01% | +119+2.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 4,592 | $52.8 萬 | 0.10% | −1,706−27.1% | 減碼 |