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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 4,602 | $52.9 萬 | 0.04% | −234−4.8% | 減碼 |
| Pinnacle Financial Partners Inc | 4,625 | $53.2 萬 | 0.01% | +46+1.0% | 加碼 |
| Rossmore Private Capital | 4,627 | $53.2 萬 | 0.07% | 00.0% | 不變 |
| Claro Advisors LLC | 4,638 | $53.3 萬 | 0.07% | +4,638 | 新進 |
| Value Partners Investments Inc. | 4,660 | $53.7 萬 | 0.04% | +120+2.6% | 加碼 |
| Catalytic Wealth RIA, LLC | 4,689 | $53.9 萬 | 0.09% | +822+21.3% | 加碼 |
| Diversify Advisory Services, LLC | 4,720 | $54.0 萬 | 0.03% | +2,080+78.8% | 加碼 |
| Cullinan Associates Inc | 4,700 | $54.4 萬 | 0.03% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 4,787 | $55.1 萬 | 0.07% | −576−10.7% | 減碼 |
| Plancorp, LLC | 4,796 | $55.2 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 4,821 | $55.5 萬 | 0.06% | +355+7.9% | 加碼 |
| Circle Wealth Management, LLC | 4,825 | $55.5 萬 | 0.01% | −405−7.7% | 減碼 |
| Joel Isaacson & Co., LLC | 4,837 | $55.6 萬 | 0.03% | −25−0.5% | 減碼 |
| Financial & Tax Architects, LLC | 4,839 | $55.7 萬 | 0.14% | +136+2.9% | 加碼 |
| North Star Asset Management Inc | 4,876 | $56.1 萬 | 0.03% | −75−1.5% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 4,916 | $56.5 萬 | 0.30% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 4,936 | $56.8 萬 | 0.26% | −45−0.9% | 減碼 |
| Seeds Investor LLC | 4,959 | $57.0 萬 | 0.21% | +728+17.2% | 加碼 |
| Valley Brook Capital Group | 4,959 | $57.0 萬 | 0.41% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 5,367 | $57.5 萬 | 0.31% | +5,367 | 新進 |
| FNY Investment Advisers, LLC | 5,000 | $57.5 萬 | 0.28% | +5,000 | 新進 |
| Northwest Capital Management Inc | 5,000 | $57.5 萬 | 0.21% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 5,000 | $57.5 萬 | 0.08% | −1,200−19.4% | 減碼 |
| MMBG Investment Advisors Co. | 5,002 | $57.5 萬 | 0.06% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 5,013 | $57.7 萬 | 0.04% | +3,054+155.9% | 加碼 |
| Alhambra Investment Partners LLC | 5,034 | $57.9 萬 | 0.30% | 00.0% | 不變 |
| Capital Analysts, LLC | 5,083 | $58.5 萬 | 0.02% | +563+12.5% | 加碼 |
| Diversified Trust Co | 5,099 | $58.6 萬 | 0.01% | +229+4.7% | 加碼 |
| First American Trust, FSB | 5,112 | $58.8 萬 | 0.06% | −157−3.0% | 減碼 |
| Cordatus Wealth Management LLC | 5,165 | $59.4 萬 | 0.21% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 5,175 | $59.5 萬 | 0.24% | +115+2.3% | 加碼 |
| Summit Trail Advisors, LLC | 5,177 | $59.5 萬 | 0.01% | −376−6.8% | 減碼 |
| Gradient Investments LLC | 5,214 | $60.0 萬 | 0.01% | −99−1.9% | 減碼 |
| Sigma Planning Corp | 5,230 | $60.2 萬 | 0.02% | −288−5.2% | 減碼 |
| Canal Capital Management, LLC | 5,240 | $60.3 萬 | 0.10% | +56+1.1% | 加碼 |
| Mezzasalma Advisors, LLC | 5,244 | $60.3 萬 | 0.24% | +204+4.0% | 加碼 |
| Carr Financial Group Corp | 5,280 | $60.7 萬 | 0.18% | 00.0% | 不變 |
| Lazard Asset Management LLC | 5,292 | $60.8 萬 | 0.00% | −46−0.9% | 減碼 |
| Forza Wealth Management, LLC | 5,349 | $61.5 萬 | 0.28% | +30+0.6% | 加碼 |
| First City Capital Management, Inc. | 5,361 | $61.7 萬 | 0.32% | +25+0.5% | 加碼 |
| Kennebec Savings Bank | 5,382 | $61.9 萬 | 0.61% | +5,382 | 新進 |
| Nilsine Partners, LLC | 5,384 | $61.9 萬 | 0.08% | −405−7.0% | 減碼 |
| MB, Levis & Associates, LLC | 5,410 | $62.2 萬 | 0.31% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 5,435 | $62.5 萬 | 0.01% | +150+2.8% | 加碼 |
| GAMMA Investing LLC | 5,437 | $62.5 萬 | 0.06% | +1,359+33.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 5,459 | $62.8 萬 | 0.09% | −7−0.1% | 減碼 |
| Smartleaf Asset Management LLC | 5,454 | $63.1 萬 | 0.08% | +2,239+69.6% | 加碼 |
| Ignite Planners, LLC | 5,489 | $63.1 萬 | 0.14% | −93−1.7% | 減碼 |
| St Germain D J Co Inc | 5,492 | $63.2 萬 | 0.03% | 00.0% | 不變 |
| BancorpSouth Bank | 5,534 | $63.7 萬 | 0.04% | −20−0.4% | 減碼 |
| TD Waterhouse Canada Inc. | 5,550 | $63.8 萬 | 0.01% | −13−0.2% | 減碼 |
| O'Brien Greene & Co. Inc | 5,574 | $64.1 萬 | 0.20% | −124−2.2% | 減碼 |
| Principal Street Partners, LLC | 6,080 | $64.7 萬 | 0.11% | 00.0% | 不變 |
| E&G Advisors, LP | 5,638 | $64.8 萬 | 0.18% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,648 | $65.0 萬 | 0.03% | +27+0.5% | 加碼 |
| Toroso Investments, LLC | 5,680 | $65.3 萬 | 0.01% | +1,114+24.4% | 加碼 |
| Bailard, Inc. | 5,680 | $65.3 萬 | 0.02% | +1,593+39.0% | 加碼 |
| Delaney Dennis R | 5,690 | $65.4 萬 | 0.34% | −7,788−57.8% | 減碼 |
| CVA Family Office, LLC | 5,722 | $65.8 萬 | 0.11% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 5,728 | $65.9 萬 | 0.04% | +98+1.7% | 加碼 |
| StrongBox Wealth, LLC | 5,730 | $65.9 萬 | 0.28% | +592+11.5% | 加碼 |
| Penbrook Management LLC | 5,760 | $66.3 萬 | 0.43% | 00.0% | 不變 |
| Allen Wealth Management, LLC | 5,788 | $66.6 萬 | 0.46% | +100+1.8% | 加碼 |
| Oarsman Capital, Inc. | 5,827 | $67.0 萬 | 0.12% | −33−0.6% | 減碼 |
| Monticello Wealth Management, LLC | 5,831 | $67.1 萬 | 0.06% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 5,855 | $67.3 萬 | 0.10% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 5,878 | $67.6 萬 | 0.01% | −574−8.9% | 減碼 |
| Cascade Financial Partners, LLC | 5,930 | $67.8 萬 | 0.08% | +292+5.2% | 加碼 |
| Sivia Capital Partners, LLC | 5,904 | $67.9 萬 | 0.40% | +332+6.0% | 加碼 |
| Regions Financial Corp | 5,908 | $68.0 萬 | 0.00% | +38+0.6% | 加碼 |
| Engineers Gate Manager LP | 5,927 | $68.2 萬 | 0.01% | −6,721−53.1% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,979 | $68.8 萬 | 0.14% | +25+0.4% | 加碼 |
| Heritage Family Offices, LLP | 5,995 | $69.0 萬 | 0.36% | +65+1.1% | 加碼 |
| Berkeley Capital Partners, LLC | 6,016 | $69.2 萬 | 0.20% | −12,188−67.0% | 減碼 |
| AE Wealth Management LLC | 6,095 | $70.1 萬 | 0.01% | −221−3.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 6,098 | $70.1 萬 | 0.23% | +5,898+2,949.0% | 加碼 |
| Diversify Wealth Management, LLC | 6,168 | $70.4 萬 | 0.07% | +6,168 | 新進 |
| Wedmont Private Capital | 6,190 | $70.5 萬 | 0.04% | +316+5.4% | 加碼 |
| Heritage Wealth Management, Inc. | 6,136 | $70.6 萬 | 0.23% | 00.0% | 不變 |
| Motco | 6,144 | $70.7 萬 | 0.07% | +75+1.2% | 加碼 |
| Arkadios Wealth Advisors | 6,151 | $70.8 萬 | 0.04% | −870−12.4% | 減碼 |
| McDaniel Terry & Co | 6,190 | $71.2 萬 | 0.06% | +370+6.4% | 加碼 |
| Schulhoff & Co Inc | 6,210 | $71.4 萬 | 0.30% | 00.0% | 不變 |
| HB Wealth Management, LLC | 6,210 | $71.4 萬 | 0.01% | +516+9.1% | 加碼 |
| NTV Asset Management LLC | 6,221 | $71.6 萬 | 0.10% | 00.0% | 不變 |
| CFO4Life Group, LLC | 6,240 | $71.8 萬 | 0.13% | +908+17.0% | 加碼 |
| Visionary Horizons, LLC | 6,260 | $72.0 萬 | 0.48% | −40−0.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,310 | $72.6 萬 | 0.03% | +257+4.2% | 加碼 |
| Rehmann Capital Advisory Group | 6,314 | $72.6 萬 | 0.05% | −518−7.6% | 減碼 |
| Clarius Group, LLC | 6,319 | $72.7 萬 | 0.05% | −1,434−18.5% | 減碼 |
| Jeppson Wealth Management, LLC | 6,353 | $73.1 萬 | 0.26% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 6,356 | $73.1 萬 | 0.00% | +200+3.2% | 加碼 |
| Salem Investment Counselors Inc | 6,362 | $73.2 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 6,415 | $73.8 萬 | 0.01% | −642−9.1% | 減碼 |
| Neville Rodie & Shaw Inc | 6,460 | $74.3 萬 | 0.05% | 00.0% | 不變 |
| Fulton Bank, N.A. | 6,496 | $74.7 萬 | 0.03% | +267+4.3% | 加碼 |
| Dakota Wealth Management | 6,514 | $74.9 萬 | 0.02% | +68+1.1% | 加碼 |
| Radnor Capital Management, LLC | 6,525 | $75.1 萬 | 0.11% | +600+10.1% | 加碼 |
| Peoples Bank | 6,538 | $75.2 萬 | 0.50% | −35−0.5% | 減碼 |
| Hartford Funds Management Co LLC | 6,612 | $76.0 萬 | 0.07% | +126+1.9% | 加碼 |