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 4 季 13F 持有人
Novartis AG 在 2024/12/31 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
- 1,345
- 較 2024 年第 3 季 +54 家
- 持有股數
- 1.30 億
- 較 2024 年第 3 季 −71.6 萬 (−0.5%)
- 總市值
- $127.1 億
- 較 2024 年第 3 季 −$23.8 億 (−15.8%)
- 新進機構
- 159
- 另有 420 家加碼
- 清倉機構
- 105
- 另有 469 家減碼
另有 23 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 19,023 | $185.1 萬 | 0.03% | −628−3.2% | 減碼 |
| Optimist Retirement Group LLC | 19,066 | $185.5 萬 | 0.88% | −247−1.3% | 減碼 |
| Ballentine Partners, LLC | 19,234 | $187.2 萬 | 0.03% | +824+4.5% | 加碼 |
| Cloverfields Capital Group, LP | 19,378 | $188.6 萬 | 0.61% | +1,200+6.6% | 加碼 |
| Trust Co of Toledo NA | 19,405 | $188.8 萬 | 0.25% | −248−1.3% | 減碼 |
| Old Port Advisors | 19,546 | $190.2 萬 | 0.55% | −31−0.2% | 減碼 |
| National Asset Management, Inc. | 19,769 | $192.4 萬 | 0.06% | −2,783−12.3% | 減碼 |
| Massachusetts Financial Services Co | 19,772 | $192.4 萬 | 0.00% | +19,772 | 新進 |
| NorthCrest Asset Manangement, LLC | 19,818 | $192.8 萬 | 0.06% | −37,716−65.6% | 減碼 |
| Family Management Corp | 20,127 | $195.9 萬 | 0.32% | +20,127 | 新進 |
| First Hawaiian Bank | 20,219 | $196.8 萬 | 0.06% | −577−2.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 20,227 | $196.8 萬 | 0.47% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 20,364 | $198.2 萬 | 0.13% | +1,091+5.7% | 加碼 |
| Triasima Portfolio Management inc. | 20,498 | $199.5 萬 | 0.39% | −11,777−36.5% | 減碼 |
| Coastline Trust Co | 20,621 | $200.7 萬 | 0.23% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 20,653 | $201.0 萬 | 0.13% | −220−1.1% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 20,736 | $201.8 萬 | 0.29% | +20,736 | 新進 |
| Great Lakes Advisors, LLC | 20,902 | $203.4 萬 | 0.02% | +2,048+10.9% | 加碼 |
| Everett Harris & Co | 21,048 | $204.8 萬 | 0.03% | −375−1.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 21,155 | $205.9 萬 | 0.17% | −1,012−4.6% | 減碼 |
| Kahn Brothers Group Inc | 21,181 | $206.1 萬 | 0.45% | +3,600+20.5% | 加碼 |
| Commerce Bank | 21,232 | $206.6 萬 | 0.01% | −405−1.9% | 減碼 |
| Blue Square Asset Management, LLC | 21,537 | $209.6 萬 | 1.04% | +427+2.0% | 加碼 |
| Beacon Financial Group | 21,630 | $210.5 萬 | 0.23% | −219−1.0% | 減碼 |
| apricus wealth, LLC | 21,813 | $212.3 萬 | 1.38% | +600+2.8% | 加碼 |
| Denali Advisors LLC | 22,112 | $215.2 萬 | 0.23% | +417+1.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 22,184 | $215.9 萬 | 1.01% | +1,219+5.8% | 加碼 |
| Arvest Bank Trust Division | 22,379 | $217.8 萬 | 0.13% | −867−3.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 22,595 | $219.9 萬 | 1.41% | +285+1.3% | 加碼 |
| AMG National Trust Bank | 22,656 | $220.5 萬 | 0.06% | −335−1.5% | 減碼 |
| Walleye Trading LLC | 23,015 | $224.0 萬 | 0.04% | +22,399+3,636.2% | 加碼 |
| Catalyst Capital Advisors LLC | 23,742 | $231.0 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 23,813 | $231.7 萬 | 0.02% | +1,259+5.6% | 加碼 |
| Wolverine Trading, LLC | 23,936 | $233.0 萬 | 0.05% | +15,928+198.9% | 加碼 |
| MAI Capital Management | 24,061 | $234.1 萬 | 0.02% | +6,472+36.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 24,072 | $234.2 萬 | 0.06% | +1,221+5.3% | 加碼 |
| Integrated Wealth Concepts LLC | 24,095 | $234.5 萬 | 0.03% | +264+1.1% | 加碼 |
| Fca Corp | 24,214 | $235.6 萬 | 0.74% | +398+1.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 24,217 | $235.7 萬 | 0.21% | −750−3.0% | 減碼 |
| Tealwood Asset Management Inc | 24,249 | $236.0 萬 | 0.98% | +331+1.4% | 加碼 |
| Forum Financial Management, LP | 24,553 | $238.9 萬 | 0.04% | +731+3.1% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 24,604 | $239.4 萬 | 1.40% | +1,729+7.6% | 加碼 |
| Peapack Gladstone Financial Corp | 24,642 | $239.9 萬 | 0.03% | −515−2.0% | 減碼 |
| EagleClaw Capital Managment, LLC | 25,134 | $244.6 萬 | 0.39% | +2,700+12.0% | 加碼 |
| Vident Advisory, LLC | 25,337 | $246.6 萬 | 0.04% | +2,837+12.6% | 加碼 |
| SIH Partners, LLLP | 25,400 | $247.2 萬 | 0.17% | +25,400 | 新進 |
| Americana Partners, LLC | 25,491 | $248.1 萬 | 0.10% | −2,527−9.0% | 減碼 |
| Fairfield, Bush & Co. | 25,516 | $248.3 萬 | 1.46% | +567+2.3% | 加碼 |
| Advisors Asset Management, Inc. | 25,940 | $252.4 萬 | 0.05% | +1,213+4.9% | 加碼 |
| Fred Alger Management, LLC | 26,295 | $255.9 萬 | 0.01% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 26,578 | $258.6 萬 | 0.83% | −5,011−15.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 26,731 | $260.1 萬 | 0.17% | +26,731 | 新進 |
| Oxbow Advisors, LLC | 26,882 | $261.6 萬 | 0.31% | +1,480+5.8% | 加碼 |
| Hall Laurie J Trustee | 27,215 | $264.8 萬 | 0.87% | −337−1.2% | 減碼 |
| Beach Investment Counsel Inc | 27,566 | $268.2 萬 | 0.36% | −6,276−18.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 27,642 | $269.0 萬 | 0.03% | +523+1.9% | 加碼 |
| Telos Capital Management, Inc. | 27,686 | $269.4 萬 | 0.29% | +1,039+3.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 27,703 | $269.6 萬 | 0.03% | +3,582+14.9% | 加碼 |
| We Are One Seven, LLC | 27,710 | $269.6 萬 | 0.10% | +3,042+12.3% | 加碼 |
| Moors & Cabot, Inc. | 27,865 | $271.2 萬 | 0.13% | −694−2.4% | 減碼 |
| Transform Wealth, LLC | 27,903 | $271.5 萬 | 0.15% | −389−1.4% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 27,955 | $272.0 萬 | 2.03% | +25+0.1% | 加碼 |
| Naples Global Advisors, LLC | 28,009 | $272.6 萬 | 0.25% | −50−0.2% | 減碼 |
| CAPROCK Group, Inc. | 28,419 | $276.5 萬 | 0.09% | −2,566−8.3% | 減碼 |
| Principal Securities, Inc. | 28,757 | $279.8 萬 | 0.06% | +2,613+10.0% | 加碼 |
| Bradley Foster & Sargent Inc | 28,758 | $279.8 萬 | 0.05% | −125−0.4% | 減碼 |
| Callan Family Office, LLC | 28,874 | $281.0 萬 | 0.18% | +26,973+1,418.9% | 加碼 |
| Providence Capital Advisors, LLC | 28,920 | $281.4 萬 | 0.57% | +70.0% | 加碼 |
| Daymark Wealth Partners, LLC | 29,272 | $284.8 萬 | 0.12% | +1,395+5.0% | 加碼 |
| Capital Insight Partners, LLC | 29,669 | $288.7 萬 | 0.50% | +2,737+10.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 29,671 | $288.7 萬 | 0.24% | +1,549+5.5% | 加碼 |
| Glenmede Trust Co NA | 29,858 | $290.5 萬 | 0.01% | −7,755−20.6% | 減碼 |
| Engineers Gate Manager LP | 29,910 | $291.1 萬 | 0.05% | +23,983+404.6% | 加碼 |
| Avantax Advisory Services, Inc. | 29,938 | $291.3 萬 | 0.02% | +2,835+10.5% | 加碼 |
| Patten & Patten Inc | 30,060 | $292.5 萬 | 0.19% | −2,625−8.0% | 減碼 |
| Geneos Wealth Management Inc. | 30,156 | $293.4 萬 | 0.10% | +1,058+3.6% | 加碼 |
| NBT Bank N A | 30,630 | $298.1 萬 | 0.21% | −1,675−5.2% | 減碼 |
| Diamond Hill Capital Management Inc | 30,715 | $298.9 萬 | 0.01% | +3,715+13.8% | 加碼 |
| RSM US Wealth Management LLC | 30,787 | $299.6 萬 | 0.04% | −652−2.1% | 減碼 |
| CWA Asset Management Group, LLC | 30,840 | $300.1 萬 | 0.15% | +5,164+20.1% | 加碼 |
| Twin Tree Management, LP | 30,940 | $301.1 萬 | 0.07% | +22,105+250.2% | 加碼 |
| Arlington Partners LLC | 31,152 | $303.1 萬 | 1.18% | −6,404−17.1% | 減碼 |
| Northeast Investment Management | 31,946 | $310.9 萬 | 0.14% | −152−0.5% | 減碼 |
| Chesley Taft & Associates LLC | 32,347 | $314.8 萬 | 0.15% | −1,155−3.4% | 減碼 |
| Davenport & Co LLC | 32,660 | $317.8 萬 | 0.02% | −1,118−3.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 32,835 | $319.5 萬 | 0.02% | −1,090−3.2% | 減碼 |
| Brinker Capital Investments, LLC | 33,621 | $327.2 萬 | 0.03% | +1,198+3.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 33,621 | $327.2 萬 | 0.03% | +1,198+3.7% | 加碼 |
| Yousif Capital Management, LLC | 33,805 | $329.0 萬 | 0.04% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 33,835 | $329.3 萬 | 0.98% | −975−2.8% | 減碼 |
| Oppenheimer & Co Inc | 34,527 | $336.0 萬 | 0.05% | +671+2.0% | 加碼 |
| Fayez Sarofim & Co | 34,586 | $336.6 萬 | 0.01% | −5,654−14.1% | 減碼 |
| Rhumbline Advisers | 34,754 | $338.2 萬 | 0.00% | −5,636−14.0% | 減碼 |
| Advisory Services Network, LLC | 34,879 | $339.4 萬 | 0.06% | −172−0.5% | 減碼 |
| Argent Trust Co | 35,623 | $346.6 萬 | 0.14% | +608+1.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 36,150 | $351.8 萬 | 0.45% | −2,343−6.1% | 減碼 |
| Summit Global Investments | 36,154 | $351.8 萬 | 0.22% | +36,154 | 新進 |
| Woodmont Investment Counsel LLC | 36,454 | $354.7 萬 | 0.26% | −1,204−3.2% | 減碼 |
| Choate Investment Advisors | 36,683 | $357.0 萬 | 0.09% | +3,910+11.9% | 加碼 |
| Cresset Asset Management, LLC | 36,785 | $358.0 萬 | 0.02% | −41,353−52.9% | 減碼 |