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 |
|---|---|---|---|---|---|
| DF Dent & Co Inc | 3,465 | $33.7 萬 | 0.00% | 00.0% | 不變 |
| Maia Wealth LLC | 3,264 | $33.7 萬 | 0.07% | +896+37.8% | 加碼 |
| Latitude Advisors, LLC | 3,479 | $33.9 萬 | 0.19% | −22−0.6% | 減碼 |
| Michels Family Financial, LLC | 3,482 | $33.9 萬 | 0.31% | +3,482 | 新進 |
| MMBG Investment Advisors Co. | 3,492 | $34.0 萬 | 0.04% | −1,510−30.2% | 減碼 |
| LaFleur & Godfrey LLC | 3,497 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Sachetta, LLC | 3,498 | $34.0 萬 | 0.13% | −5−0.1% | 減碼 |
| Main Street Financial Solutions, LLC | 3,499 | $34.0 萬 | 0.03% | −921−20.8% | 減碼 |
| Cherokee Insurance Co | 3,500 | $34.1 萬 | 0.15% | +3,500 | 新進 |
| YHB Investment Advisors, Inc. | 3,523 | $34.3 萬 | 0.03% | −600−14.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,526 | $34.3 萬 | 0.01% | +210+6.3% | 加碼 |
| Optas, LLC | 3,542 | $34.5 萬 | 0.07% | −265−7.0% | 減碼 |
| RNC Capital Management LLC | 3,545 | $34.5 萬 | 0.02% | −137−3.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 3,550 | $34.5 萬 | 0.10% | −600−14.5% | 減碼 |
| Hickory Asset Management, Inc. | 3,582 | $34.9 萬 | 0.30% | +3,582 | 新進 |
| Seven Mile Advisory | 3,587 | $34.9 萬 | 0.22% | −436−10.8% | 減碼 |
| Colonial Trust Co | 3,589 | $34.9 萬 | 0.05% | +615+20.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 3,039 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 3,596 | $35.0 萬 | 0.11% | +277+8.3% | 加碼 |
| Pointe Capital Management LLC | 3,598 | $35.0 萬 | 0.20% | +56+1.6% | 加碼 |
| Crew Capital Management, Ltd. | 3,599 | $35.0 萬 | 0.29% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 3,602 | $35.1 萬 | 0.02% | +658+22.4% | 加碼 |
| Arete Wealth Advisors, LLC | 3,607 | $35.1 萬 | 0.03% | +87+2.5% | 加碼 |
| Belvedere Trading LLC | 3,615 | $35.2 萬 | 0.03% | −202−5.3% | 減碼 |
| Simplicity Wealth,LLC | 3,621 | $35.2 萬 | 0.07% | +1,244+52.3% | 加碼 |
| Berkshire Bank | 3,626 | $35.3 萬 | 0.08% | −596−14.1% | 減碼 |
| Cetera Trust Company, N.A | 3,627 | $35.3 萬 | 0.23% | −60−1.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 3,640 | $35.4 萬 | 0.00% | +3,640 | 新進 |
| Aull & Monroe Investment Management Corp | 3,641 | $35.4 萬 | 0.18% | −200−5.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 3,654 | $35.6 萬 | 0.08% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 3,661 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| Wesbanco Bank Inc | 3,664 | $35.7 萬 | 0.01% | −405−10.0% | 減碼 |
| D'Orazio & Associates, Inc. | 3,687 | $35.9 萬 | 0.05% | −175−4.5% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,699 | $36.0 萬 | 0.09% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,699 | $36.0 萬 | 0.05% | −33−0.9% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,712 | $36.1 萬 | 0.12% | −25−0.7% | 減碼 |
| Parkside Financial Bank & Trust | 3,715 | $36.1 萬 | 0.05% | +22+0.6% | 加碼 |
| Glenview Trust Co | 3,715 | $36.2 萬 | 0.01% | +8+0.2% | 加碼 |
| Chapman Financial Group, LLC | 3,733 | $36.3 萬 | 0.29% | +3,733 | 新進 |
| Squarepoint Ops LLC | 3,746 | $36.5 萬 | 0.00% | +3,746 | 新進 |
| Freestone Capital Holdings, LLC | 3,750 | $36.5 萬 | 0.01% | −210−5.3% | 減碼 |
| Round Rock Advisors, LLC | 3,750 | $36.5 萬 | 0.07% | +250+7.1% | 加碼 |
| Equitable Holdings, Inc. | 3,758 | $36.6 萬 | 0.00% | +239+6.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,763 | $36.6 萬 | 0.01% | +343+10.0% | 加碼 |
| Riverview Trust Co | 3,763 | $36.6 萬 | 0.33% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 3,784 | $36.8 萬 | 0.14% | −77−2.0% | 減碼 |
| Hollow Brook Wealth Management LLC | 3,788 | $36.9 萬 | 0.11% | 00.0% | 不變 |
| Abel Hall, LLC | 3,792 | $36.9 萬 | 0.24% | +82+2.2% | 加碼 |
| Beck Mack & Oliver LLC | 3,800 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 3,810 | $37.1 萬 | 0.03% | +258+7.3% | 加碼 |
| Cohen Investment Advisors LLC | 3,814 | $37.1 萬 | 0.22% | +116+3.1% | 加碼 |
| Lindbrook Capital, LLC | 3,816 | $37.1 萬 | 0.03% | −113−2.9% | 減碼 |
| Veracity Capital LLC | 3,828 | $37.3 萬 | 0.14% | −132−3.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,842 | $37.4 萬 | 0.02% | +262+7.3% | 加碼 |
| Natural Investments, LLC | 3,851 | $37.4 萬 | 0.10% | +3,851 | 新進 |
| Knightsbridge Asset Management, LLC | 3,851 | $37.5 萬 | 0.09% | +457+13.5% | 加碼 |
| Convergence Financial, LLC | 3,852 | $37.5 萬 | 0.07% | +58+1.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,861 | $37.6 萬 | 0.05% | +375+10.8% | 加碼 |
| Twin Lakes Capital Management, LLC | 3,905 | $38.0 萬 | 0.24% | 00.0% | 不變 |
| Cromwell Holdings LLC | 3,918 | $38.1 萬 | 0.22% | +705+21.9% | 加碼 |
| Aureus Asset Management, LLC | 3,918 | $38.1 萬 | 0.02% | +1,989+103.1% | 加碼 |
| Essex Savings Bank | 3,935 | $38.3 萬 | 0.09% | +72+1.9% | 加碼 |
| McDaniel Terry & Co | 3,940 | $38.3 萬 | 0.03% | −2,250−36.3% | 減碼 |
| Texas Yale Capital Corp. | 3,952 | $38.5 萬 | 0.02% | +290+7.9% | 加碼 |
| Claro Advisors LLC | 3,954 | $38.5 萬 | 0.05% | −684−14.7% | 減碼 |
| S.A. Mason LLC | 4,040 | $39.3 萬 | 0.21% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 3,979 | $39.4 萬 | 0.09% | +81+2.1% | 加碼 |
| Argyle Capital Partners, LLC | 4,061 | $39.5 萬 | 0.34% | +4,061 | 新進 |
| HM Payson & Co | 4,062 | $39.5 萬 | 0.01% | +899+28.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,063 | $39.5 萬 | 0.04% | 00.0% | 不變 |
| American National Bank | 4,096 | $39.9 萬 | 0.04% | 00.0% | 不變 |
| Roxbury Financial LLC | 3,769 | $39.9 萬 | 0.38% | +3,769 | 新進 |
| Central Pacific Bank - Trust Division | 4,100 | $39.9 萬 | 0.05% | −50−1.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,123 | $40.1 萬 | 0.02% | +133+3.3% | 加碼 |
| Crux Wealth Advisors | 4,132 | $40.2 萬 | 0.22% | +4,132 | 新進 |
| Concurrent Investment Advisors, LLC | 4,143 | $40.3 萬 | 0.01% | +409+11.0% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,155 | $40.4 萬 | 0.29% | +25+0.6% | 加碼 |
| Intellectus Partners, LLC | 4,161 | $40.5 萬 | 0.09% | −100−2.3% | 減碼 |
| Meridian Wealth Management, LLC | 4,161 | $40.5 萬 | 0.02% | +106+2.6% | 加碼 |
| Capital Investment Advisors, LLC | 4,203 | $40.9 萬 | 0.01% | −22−0.5% | 減碼 |
| Sigma Planning Corp | 4,218 | $41.0 萬 | 0.01% | −1,012−19.3% | 減碼 |
| Helen Stephens Group, LLC | 4,222 | $41.1 萬 | 0.12% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,247 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Nwam LLC | 4,255 | $41.4 萬 | 0.03% | +186+4.6% | 加碼 |
| Curbstone Financial Management Corp | 4,256 | $41.4 萬 | 0.09% | +212+5.2% | 加碼 |
| Simon Quick Advisors, LLC | 4,257 | $41.4 萬 | 0.02% | +67+1.6% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,282 | $41.7 萬 | 0.10% | +77+1.8% | 加碼 |
| Chicago Trust Co NA | 4,287 | $41.7 萬 | 0.07% | −17−0.4% | 減碼 |
| Verity Asset Management, Inc. | 4,287 | $41.7 萬 | 0.24% | +543+14.5% | 加碼 |
| Independent Financial Group, LLC | 4,309 | $41.9 萬 | 0.01% | +1,657+62.5% | 加碼 |
| Wealth Group, Ltd. | 4,329 | $42.1 萬 | 0.27% | −178−3.9% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,335 | $42.2 萬 | 0.27% | −19−0.4% | 減碼 |
| AdvisorShares Investments LLC | 4,360 | $42.4 萬 | 0.08% | +4,360 | 新進 |
| Independent Advisor Alliance | 4,362 | $42.4 萬 | 0.01% | +826+23.4% | 加碼 |
| Violich Capital Management, Inc. | 4,397 | $42.8 萬 | 0.06% | −15−0.3% | 減碼 |
| Buckingham Strategic Partners | 4,400 | $42.8 萬 | 0.01% | +1,468+50.1% | 加碼 |
| Regatta Capital Group, LLC | 4,411 | $42.9 萬 | 0.08% | −69−1.5% | 減碼 |
| Stokes Family Office, LLC | 4,484 | $43.6 萬 | 0.05% | +4,484 | 新進 |
| Grimes & Company, Inc. | 4,487 | $43.7 萬 | 0.01% | −84−1.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,493 | $43.7 萬 | 0.04% | +70+1.6% | 加碼 |