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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 36,929 | $359.4 萬 | 0.10% | +3,258+9.7% | 加碼 |
| Benjamin Edwards Inc | 36,933 | $359.7 萬 | 0.05% | −8,558−18.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 37,063 | $360.7 萬 | 0.01% | +4,091+12.4% | 加碼 |
| Azzad Asset Management Inc | 37,500 | $364.9 萬 | 0.70% | +1,067+2.9% | 加碼 |
| Kestra Advisory Services, LLC | 37,726 | $367.1 萬 | 0.02% | −151,021−80.0% | 減碼 |
| Acadian Asset Management LLC | 37,774 | $367.4 萬 | 0.01% | −3,521−8.5% | 減碼 |
| Haverford Trust Co | 37,939 | $369.2 萬 | 0.04% | +516+1.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 38,227 | $372.0 萬 | 0.07% | +2,610+7.3% | 加碼 |
| Financial Gravity Companies, Inc. | 38,243 | $372.1 萬 | 0.85% | +1,640+4.5% | 加碼 |
| Capital Wealth Planning, LLC | 38,590 | $375.5 萬 | 0.03% | +3,120+8.8% | 加碼 |
| Voya Investment Management LLC | 38,770 | $377.3 萬 | 0.00% | −15,665−28.8% | 減碼 |
| Simplex Trading, LLC | 39,701 | $386.3 萬 | 0.11% | +38,588+3,467.0% | 加碼 |
| Morningstar Investment Services LLC | 39,736 | $386.7 萬 | 0.35% | −336,180−89.4% | 減碼 |
| Carret Asset Management, LLC | 39,845 | $387.7 萬 | 0.42% | 00.0% | 不變 |
| Hayek Kallen Investment Management | 40,075 | $390.0 萬 | 1.42% | −245−0.6% | 減碼 |
| Signaturefd, LLC | 40,090 | $390.1 萬 | 0.07% | −396−1.0% | 減碼 |
| Private Advisor Group, LLC | 40,522 | $394.3 萬 | 0.02% | +1,466+3.8% | 加碼 |
| Naviter Wealth, LLC | 40,525 | $394.3 萬 | 0.48% | −9,837−19.5% | 減碼 |
| Perennial Advisors, LLC | 41,171 | $400.6 萬 | 0.87% | +41,171 | 新進 |
| Logan Capital Management Inc | 41,381 | $402.7 萬 | 0.17% | +545+1.3% | 加碼 |
| Bryn Mawr Trust Co | 41,432 | $403.2 萬 | 0.07% | +28+0.1% | 加碼 |
| Congress Wealth Management LLC | 42,029 | $409.0 萬 | 0.06% | −22,499−34.9% | 減碼 |
| Colony Group, LLC | 42,044 | $409.1 萬 | 0.01% | +12,407+41.9% | 加碼 |
| Norden Group LLC | 42,060 | $409.3 萬 | 0.46% | +42,060 | 新進 |
| Garland Capital Management Inc | 42,160 | $410.3 萬 | 3.36% | −35−0.1% | 減碼 |
| Nixon Peabody Trust Co | 42,501 | $413.6 萬 | 0.34% | −79,269−65.1% | 減碼 |
| Timber Creek Capital Management LLC | 42,531 | $413.9 萬 | 1.19% | +163+0.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 43,055 | $418.9 萬 | 0.09% | +3,391+8.5% | 加碼 |
| Park Avenue Securities LLC | 43,127 | $419.7 萬 | 0.04% | +10,276+31.3% | 加碼 |
| Atria Investments LLC | 43,263 | $421.0 萬 | 0.05% | −2,777−6.0% | 減碼 |
| Advisors Capital Management, LLC | 43,397 | $422.3 萬 | 0.07% | +295+0.7% | 加碼 |
| Keybank National Association | 43,435 | $422.7 萬 | 0.02% | +315+0.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 43,841 | $426.6 萬 | 0.05% | −4,117−8.6% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 44,254 | $430.6 萬 | 1.64% | +612+1.4% | 加碼 |
| Meritage Portfolio Management | 44,314 | $431.2 萬 | 0.27% | −1,324−2.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 44,324 | $431.3 萬 | 0.04% | −2,861−6.1% | 減碼 |
| Fifth Third Bancorp | 44,342 | $431.5 萬 | 0.02% | −2,959−6.3% | 減碼 |
| Auto-Owners Insurance Co | 45,143 | $439.3 萬 | 0.10% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 45,297 | $440.8 萬 | 0.14% | −466−1.0% | 減碼 |
| Henry James International Management, Inc. | 45,983 | $447.5 萬 | 1.61% | +20.0% | 加碼 |
| Scotia Capital Inc. | 46,747 | $455.0 萬 | 0.02% | +218+0.5% | 加碼 |
| Alliancebernstein L.P. | 47,158 | $458.9 萬 | 0.00% | +12,184+34.8% | 加碼 |
| Cardinal Capital Management | 47,809 | $465.2 萬 | 0.73% | +490+1.0% | 加碼 |
| Trust Co of Vermont | 47,968 | $466.8 萬 | 0.23% | −397−0.8% | 減碼 |
| Graham Capital Management, L.P. | 48,193 | $469.0 萬 | 0.14% | +48,193 | 新進 |
| Pittenger & Anderson Inc | 48,270 | $469.7 萬 | 0.17% | 00.0% | 不變 |
| Baldwin Brothers Inc | 48,278 | $469.8 萬 | 0.32% | −6,527−11.9% | 減碼 |
| Prentiss Smith & Co Inc | 48,350 | $470.5 萬 | 3.08% | −70.0% | 減碼 |
| Deutsche Bank AG | 48,542 | $472.4 萬 | 0.00% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 49,161 | $478.4 萬 | 0.23% | −2,904−5.6% | 減碼 |
| CIBC World Markets Inc. | 49,501 | $481.7 萬 | 0.01% | +453+0.9% | 加碼 |
| Fiduciary Trust Co | 49,558 | $482.2 萬 | 0.06% | −399−0.8% | 減碼 |
| Sphera Funds Management Ltd. | 50,000 | $486.6 萬 | 0.90% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 50,559 | $492.0 萬 | 1.68% | +1,776+3.6% | 加碼 |
| Rathbone Brothers plc | 50,876 | $495.1 萬 | 0.02% | −5,327−9.5% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 52,399 | $509.9 萬 | 1.90% | +604+1.2% | 加碼 |
| Whittier Trust Co | 52,678 | $512.6 萬 | 0.07% | +5,073+10.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 52,666 | $512.7 萬 | 0.03% | +33,919+180.9% | 加碼 |
| First Manhattan Co | 49,648 | $516.8 萬 | 0.02% | +3,207+6.9% | 加碼 |
| Narwhal Capital Management | 53,208 | $517.8 萬 | 0.46% | −667−1.2% | 減碼 |
| Bleakley Financial Group, LLC | 53,363 | $519.3 萬 | 0.16% | +2,227+4.4% | 加碼 |
| Boston Partners | 53,359 | $519.5 萬 | 0.01% | +16,320+44.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 53,492 | $520.5 萬 | 0.03% | −3,275−5.8% | 減碼 |
| Monte Financial Group, LLC | 53,723 | $522.8 萬 | 2.24% | +15,610+41.0% | 加碼 |
| Community Financial Services Group, LLC | 53,952 | $525.0 萬 | 1.04% | −236−0.4% | 減碼 |
| Two Sigma Investments, LP | 54,289 | $528.3 萬 | 0.01% | +25,915+91.3% | 加碼 |
| Trustmark National Bank Trust Department | 55,204 | $537.2 萬 | 0.40% | −9,813−15.1% | 減碼 |
| HRT Financial LP | 56,728 | $552.0 萬 | 0.03% | +36,882+185.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 56,891 | $553.6 萬 | 0.09% | +56,891 | 新進 |
| Banco Santander, S.A. | 57,809 | $562.5 萬 | 0.07% | −790−1.3% | 減碼 |
| Pinnacle Associates Ltd | 58,720 | $571.4 萬 | 0.08% | −2,280−3.7% | 減碼 |
| Eldred Rock Partners, LLC | 60,651 | $590.2 萬 | 2.03% | +108+0.2% | 加碼 |
| Country Club Bank | 61,107 | $594.8 萬 | 0.40% | −250.0% | 減碼 |
| Dearborn Partners LLC | 62,401 | $607.2 萬 | 0.25% | +67+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 62,418 | $607.4 萬 | 0.04% | +62,418 | 新進 |
| Brown Brothers Harriman & Co | 63,045 | $613.5 萬 | 0.04% | +10,113+19.1% | 加碼 |
| Welch & Forbes LLC | 63,073 | $613.8 萬 | 0.08% | −2,503−3.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 65,889 | $641.2 萬 | 0.01% | −5,053−7.1% | 減碼 |
| CWM, LLC | 71,309 | $693.9 萬 | 0.03% | −4,096−5.4% | 減碼 |
| Optiver Holding B.V. | 72,428 | $704.8 萬 | 0.23% | +72,428 | 新進 |
| Camden National Bank | 73,509 | $715.3 萬 | 1.07% | −429−0.6% | 減碼 |
| TCW Group Inc | 73,745 | $717.6 萬 | 0.06% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 73,888 | $719.1 萬 | 0.00% | −46,833−38.8% | 減碼 |
| Quantbot Technologies LP | 74,871 | $728.6 萬 | 0.27% | +34,895+87.3% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 75,450 | $734.2 萬 | 1.99% | +206+0.3% | 加碼 |
| Live Oak Private Wealth LLC | 75,477 | $734.5 萬 | 1.23% | −696−0.9% | 減碼 |
| United Capital Financial Advisers, LLC | 77,738 | $756.5 萬 | 0.06% | −2,767−3.4% | 減碼 |
| Altrius Capital Management Inc | 77,783 | $756.9 萬 | 2.03% | +3,345+4.5% | 加碼 |
| Cohen Capital Management, Inc. | 78,903 | $767.8 萬 | 1.28% | −1,175−1.5% | 減碼 |
| Tower Bridge Advisors | 79,303 | $771.7 萬 | 0.82% | −2,033−2.5% | 減碼 |
| Mengis Capital Management, Inc. | 80,113 | $779.6 萬 | 1.59% | +600+0.8% | 加碼 |
| Blair William & Co | 80,252 | $780.9 萬 | 0.02% | −567−0.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 81,554 | $793.6 萬 | 0.29% | −487−0.6% | 減碼 |
| Investment House LLC | 82,304 | $800.9 萬 | 0.44% | −75−0.1% | 減碼 |
| Tweedy, Browne Co LLC | 83,141 | $809.0 萬 | 0.55% | −2,206−2.6% | 減碼 |
| Gabelli Funds LLC | 84,500 | $822.3 萬 | 0.06% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 84,596 | $823.2 萬 | 0.02% | −5,155−5.7% | 減碼 |
| Osterweis Capital Management Inc | – | $825.0 萬 | 0.38% | – | – |
| Aquatic Capital Management LLC | 84,920 | $826.4 萬 | 0.22% | +3,920+4.8% | 加碼 |
| GWM Advisors LLC | 86,307 | $839.9 萬 | 0.05% | +921+1.1% | 加碼 |