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 1,625 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 | 1,625 | $212.7 億 |
| 2026 年第 1 季 | 1,604 | $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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 6,621 | $76.2 萬 | 0.08% | −322−4.6% | 減碼 |
| Ascent Group, LLC | 6,691 | $77.0 萬 | 0.06% | +275+4.3% | 加碼 |
| Valeo Financial Advisors, LLC | 6,701 | $77.1 萬 | 0.02% | 00.0% | 不變 |
| Kennedy Investment Group | 6,750 | $77.6 萬 | 0.36% | 00.0% | 不變 |
| Change Path, LLC | 6,772 | $77.9 萬 | 0.03% | +6,772 | 新進 |
| Klingenstein Fields & Co LP | 6,797 | $78.2 萬 | 0.03% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 6,850 | $78.8 萬 | 0.06% | −50−0.7% | 減碼 |
| Lantz Financial LLC | 6,862 | $78.9 萬 | 0.21% | −199−2.8% | 減碼 |
| Global Retirement Partners, LLC | 6,864 | $78.9 萬 | 0.02% | +394+6.1% | 加碼 |
| Jacobi Capital Management LLC | 6,935 | $79.8 萬 | 0.06% | +443+6.8% | 加碼 |
| Essex Financial Services, Inc. | 7,020 | $80.3 萬 | 0.06% | −1,381−16.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 7,008 | $80.6 萬 | 0.02% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 7,056 | $81.2 萬 | 0.04% | +9+0.1% | 加碼 |
| Central Trust Co | 7,068 | $81.3 萬 | 0.02% | −318−4.3% | 減碼 |
| Applied Finance Capital Management, LLC | 7,073 | $81.4 萬 | 0.03% | +2,666+60.5% | 加碼 |
| Group One Trading, L.P. | 7,091 | $81.6 萬 | 0.03% | +500+7.6% | 加碼 |
| St. Clair Advisors, LLC | 7,092 | $81.6 萬 | 0.23% | 00.0% | 不變 |
| CNB Bank | 7,095 | $81.6 萬 | 0.38% | −1,684−19.2% | 減碼 |
| Banco de Sabadell, S.A | 7,116 | $81.8 萬 | 0.61% | −1,191−14.3% | 減碼 |
| Eqis Capital Management, Inc. | 7,116 | $81.8 萬 | 0.07% | −1,555−17.9% | 減碼 |
| Keystone Financial Services | 7,137 | $82.1 萬 | 0.32% | +501+7.5% | 加碼 |
| Net Worth Advisory Group | 7,150 | $82.2 萬 | 0.24% | +7,150 | 新進 |
| Gladstone Institutional Advisory LLC | 7,167 | $82.4 萬 | 0.04% | −105−1.4% | 減碼 |
| Twin City Private Wealth, LLC | 7,184 | $82.6 萬 | 0.72% | −523−6.8% | 減碼 |
| Lantern Wealth Advisors, LLC | 7,200 | $82.8 萬 | 0.57% | 00.0% | 不變 |
| Oxford Wealth Group, LLC | 7,223 | $83.1 萬 | 0.68% | −2,973−29.2% | 減碼 |
| Calamos Wealth Management LLC | 7,228 | $83.1 萬 | 0.04% | +7,228 | 新進 |
| Marotta Asset Management | 7,270 | $83.6 萬 | 0.16% | −108−1.5% | 減碼 |
| Tiaa Trust, National Association | 7,306 | $84.0 萬 | 0.00% | +305+4.4% | 加碼 |
| Romano Brothers and Company | 7,312 | $84.1 萬 | 0.10% | −50−0.7% | 減碼 |
| Puzo Michael J | 7,325 | $84.3 萬 | 0.22% | −5,820−44.3% | 減碼 |
| Mill Capital Management, LLC | 7,334 | $84.4 萬 | 0.07% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,496 | $84.8 萬 | 0.01% | 00.0% | 不變 |
| Causeway Capital Management LLC | 7,382 | $84.9 萬 | 0.02% | −194,953−96.4% | 減碼 |
| Ruggaard & Associates LLC | 7,421 | $85.4 萬 | 0.37% | +73+1.0% | 加碼 |
| Harbour Investments, Inc. | 7,494 | $86.2 萬 | 0.03% | −5−0.1% | 減碼 |
| Means Investment Co., Inc. | 7,506 | $86.3 萬 | 0.10% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 7,526 | $86.6 萬 | 0.08% | −75−1.0% | 減碼 |
| Mather Group, LLC. | 7,538 | $86.7 萬 | 0.01% | −3,061−28.9% | 減碼 |
| Keel Point, LLC | 7,547 | $86.8 萬 | 0.07% | −188−2.4% | 減碼 |
| Montag A & Associates Inc | 7,575 | $87.1 萬 | 0.04% | 00.0% | 不變 |
| Covenant Partners, LLC | 7,608 | $87.5 萬 | 0.25% | +66+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 7,674 | $88.3 萬 | 0.02% | −702−8.4% | 減碼 |
| First Affirmative Financial Network | 7,714 | $88.7 萬 | 0.49% | +1,909+32.9% | 加碼 |
| JNBA Financial Advisors | 7,727 | $88.9 萬 | 0.09% | −729−8.6% | 減碼 |
| BSW Wealth Partners | 7,727 | $88.9 萬 | 0.13% | +637+9.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 7,734 | $89.0 萬 | 0.04% | −312−3.9% | 減碼 |
| Thornburg Investment Management Inc | 7,800 | $89.7 萬 | 0.01% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 7,800 | $89.7 萬 | 0.00% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,805 | $89.8 萬 | 0.06% | −25−0.3% | 減碼 |
| Shelton Capital Management | 7,843 | $90.2 萬 | 0.02% | −35−0.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,913 | $91.0 萬 | 0.04% | +102+1.3% | 加碼 |
| Coldstream Capital Management Inc | 7,947 | $91.4 萬 | 0.02% | +1,109+16.2% | 加碼 |
| Cypress Asset Management Inc | 7,956 | $91.5 萬 | 0.23% | +150+1.9% | 加碼 |
| Warren Averett Asset Management, LLC | 7,987 | $91.9 萬 | 0.02% | −537−6.3% | 減碼 |
| Burns J W & Co Inc | 8,009 | $92.1 萬 | 0.12% | −75−0.9% | 減碼 |
| Fort Sheridan Advisors LLC | 8,023 | $92.3 萬 | 0.14% | −136−1.7% | 減碼 |
| Boston Financial Mangement LLC | 8,045 | $92.5 萬 | 0.03% | −1,203−13.0% | 減碼 |
| Smart Money Group LLC | 8,538 | $92.5 萬 | 0.33% | +541+6.8% | 加碼 |
| Wolverine Trading, LLC | 8,008 | $92.6 萬 | 0.02% | +8,008 | 新進 |
| PDS Planning, Inc | 8,112 | $93.3 萬 | 0.08% | +33+0.4% | 加碼 |
| Sage Rhino Capital LLC | 8,166 | $93.9 萬 | 0.21% | +319+4.1% | 加碼 |
| GTS Securities LLC | 8,190 | $94.2 萬 | 0.02% | +8,190 | 新進 |
| Henshaw Capital LLC | 8,243 | $94.8 萬 | 0.04% | +6,269+317.6% | 加碼 |
| Epoch Investment Partners, Inc. | 8,352 | $96.1 萬 | 0.00% | −39−0.5% | 減碼 |
| Valmark Advisers, Inc. | 8,359 | $96.1 萬 | 0.02% | −67−0.8% | 減碼 |
| Kennon-Green & Company, LLC | 8,388 | $96.5 萬 | 0.80% | +10+0.1% | 加碼 |
| HF Advisory Group, LLC | 8,409 | $96.7 萬 | 0.45% | +751+9.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,434 | $97.0 萬 | 0.04% | +5+0.1% | 加碼 |
| Bangor Savings Bank | 8,498 | $97.7 萬 | 0.09% | −305−3.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,499 | $97.8 萬 | 0.04% | −3,402−28.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 8,503 | $97.8 萬 | 0.00% | −24−0.3% | 減碼 |
| New Hampshire Trust | 8,511 | $97.9 萬 | 0.21% | −53−0.6% | 減碼 |
| Sittner & Nelson, LLC | 8,529 | $98.1 萬 | 0.44% | −240−2.7% | 減碼 |
| Northcape Wealth Management, LLC | 8,570 | $98.6 萬 | 0.32% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 8,635 | $99.3 萬 | 0.15% | 00.0% | 不變 |
| Hamel Associates, Inc. | 8,680 | $99.8 萬 | 0.31% | +35+0.4% | 加碼 |
| Mutual Advisors, LLC | 8,827 | $99.9 萬 | 0.03% | −1,945−18.1% | 減碼 |
| 1620 Investment Advisors, Inc. | 8,783 | $101.0 萬 | 0.73% | −27−0.3% | 減碼 |
| Associated Banc-Corp | 8,812 | $101.4 萬 | 0.03% | −40−0.5% | 減碼 |
| Twin Tree Management, LP | 8,835 | $101.6 萬 | 0.02% | +848+10.6% | 加碼 |
| Beaton Management Co. Inc. | 8,873 | $102.1 萬 | 0.52% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 8,923 | $102.6 萬 | 0.04% | −1,247−12.3% | 減碼 |
| Barometer Capital Management Inc. | 9,000 | $103.5 萬 | 0.30% | +9,000 | 新進 |
| Drucker Wealth 3.0, LLC | 9,003 | $103.6 萬 | 0.25% | +193+2.2% | 加碼 |
| HighPoint Advisor Group LLC | 9,094 | $104.6 萬 | 0.06% | −501−5.2% | 減碼 |
| Financial Advocates Investment Management | 9,103 | $104.7 萬 | 0.06% | −221−2.4% | 減碼 |
| Harbour Trust & Investment Management Co | 9,269 | $106.6 萬 | 0.12% | −300−3.1% | 減碼 |
| Simmons Bank | 9,287 | $106.8 萬 | 0.08% | −232−2.4% | 減碼 |
| Pitcairn Co | 9,295 | $106.9 萬 | 0.06% | −703−7.0% | 減碼 |
| FSB Premier Wealth Management, Inc. | 9,399 | $108.1 萬 | 0.44% | +1,773+23.2% | 加碼 |
| Adviser Investments LLC | 9,405 | $108.2 萬 | 0.01% | +40+0.4% | 加碼 |
| Level Four Advisory Services, LLC | 9,979 | $108.2 萬 | 0.05% | −850−7.8% | 減碼 |
| Russell Investments Group, Ltd. | 9,425 | $108.4 萬 | 0.00% | +3,050+47.8% | 加碼 |
| Kensington Investment Counsel, LLC | 9,460 | $108.8 萬 | 0.45% | −10.0% | 減碼 |
| WealthPlan Investment Management, LLC | 9,494 | $109.2 萬 | 0.11% | +100+1.1% | 加碼 |
| Becker Capital Management Inc | 9,502 | $109.3 萬 | 0.04% | −359−3.6% | 減碼 |
| LCNB Corp | 9,574 | $110.1 萬 | 0.39% | −730−7.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 9,586 | $110.3 萬 | 0.01% | −658−6.4% | 減碼 |
| Drexel Morgan & Co. | 9,720 | $111.8 萬 | 0.21% | 00.0% | 不變 |