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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 6,448 | $62.7 萬 | 0.07% | −173−2.6% | 減碼 |
| Motco | 6,459 | $62.9 萬 | 0.06% | +315+5.1% | 加碼 |
| Wedmont Private Capital | 6,348 | $62.9 萬 | 0.03% | +158+2.6% | 加碼 |
| Neville Rodie & Shaw Inc | 6,460 | $62.9 萬 | 0.05% | 00.0% | 不變 |
| Lantz Financial LLC | 6,478 | $63.0 萬 | 0.17% | −384−5.6% | 減碼 |
| Stephens Inc | 6,484 | $63.1 萬 | 0.01% | +69+1.1% | 加碼 |
| Peoples Bank | 6,538 | $63.6 萬 | 0.44% | 00.0% | 不變 |
| Brucke Financial, Inc. | 6,121 | $64.1 萬 | 0.55% | +6,121 | 新進 |
| Gilliland Jeter Wealth Management LLC | 6,619 | $64.4 萬 | 0.22% | +521+8.5% | 加碼 |
| CFO4Life Group, LLC | 6,619 | $64.4 萬 | 0.11% | +379+6.1% | 加碼 |
| Keel Point, LLC | 6,691 | $65.1 萬 | 0.05% | −856−11.3% | 減碼 |
| Ariadne Wealth Management, LP | 6,094 | $65.1 萬 | 0.30% | +727+13.5% | 加碼 |
| HB Wealth Management, LLC | 6,744 | $65.6 萬 | 0.01% | +534+8.6% | 加碼 |
| Valeo Financial Advisors, LLC | 6,765 | $65.8 萬 | 0.02% | +64+1.0% | 加碼 |
| Jacobi Capital Management LLC | 6,779 | $66.0 萬 | 0.05% | −156−2.2% | 減碼 |
| Burns J W & Co Inc | 6,787 | $66.0 萬 | 0.08% | −1,222−15.3% | 減碼 |
| Klingenstein Fields & Co LP | 6,797 | $66.1 萬 | 0.03% | 00.0% | 不變 |
| Kennedy Investment Group | 6,830 | $66.5 萬 | 0.30% | +80+1.2% | 加碼 |
| Ascent Group, LLC | 6,848 | $66.6 萬 | 0.05% | +157+2.3% | 加碼 |
| Kimelman & Baird, LLC | 6,850 | $66.7 萬 | 0.05% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 6,851 | $66.7 萬 | 0.01% | −157−2.2% | 減碼 |
| Hemenway Trust Co LLC | 6,854 | $66.7 萬 | 0.05% | −4,335−38.7% | 減碼 |
| Banco de Sabadell, S.A | 6,852 | $67.0 萬 | 0.53% | −264−3.7% | 減碼 |
| Mezzasalma Advisors, LLC | 6,901 | $67.2 萬 | 0.22% | +1,657+31.6% | 加碼 |
| GeoWealth Management, LLC | 6,918 | $67.3 萬 | 0.02% | +4,606+199.2% | 加碼 |
| Resources Investment Advisors, LLC. | 6,972 | $67.8 萬 | 0.01% | −3,177−31.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,977 | $67.9 萬 | 0.03% | −190−2.7% | 減碼 |
| Marotta Asset Management | 7,003 | $68.0 萬 | 0.14% | −267−3.7% | 減碼 |
| Essex Financial Services, Inc. | 7,037 | $68.5 萬 | 0.05% | +17+0.2% | 加碼 |
| Net Worth Advisory Group | 7,051 | $68.6 萬 | 0.21% | −99−1.4% | 減碼 |
| Central Trust Co | 7,073 | $68.8 萬 | 0.02% | +5+0.1% | 加碼 |
| Axxcess Wealth Management, LLC | 7,083 | $68.9 萬 | 0.02% | +4,267+151.5% | 加碼 |
| Ronald Blue Trust, Inc. | 7,086 | $68.9 萬 | 0.01% | −4,046−36.3% | 減碼 |
| Belpointe Asset Management LLC | 5,707 | $69.0 萬 | 0.04% | +1,387+32.1% | 加碼 |
| St. Clair Advisors, LLC | 7,092 | $69.0 萬 | 0.20% | 00.0% | 不變 |
| BSW Wealth Partners | 7,169 | $69.8 萬 | 0.10% | −558−7.2% | 減碼 |
| Bradyco, Inc. | 7,191 | $70.0 萬 | 0.43% | +7,191 | 新進 |
| Beacon Investment Advisory Services, Inc. | 7,197 | $70.0 萬 | 0.03% | −537−6.9% | 減碼 |
| Lantern Wealth Advisors, LLC | 7,200 | $70.1 萬 | 0.46% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 7,201 | $70.1 萬 | 0.08% | +7,201 | 新進 |
| Agate Pass Investment Management, LLC | 7,215 | $70.2 萬 | 0.32% | +7,215 | 新進 |
| Cypress Asset Management Inc | 7,082 | $70.4 萬 | 0.17% | −874−11.0% | 減碼 |
| Hartford Funds Management Co LLC | 7,245 | $70.5 萬 | 0.06% | +633+9.6% | 加碼 |
| Ruggaard & Associates LLC | 7,286 | $70.9 萬 | 0.31% | −135−1.8% | 減碼 |
| Means Investment Co., Inc. | 7,306 | $71.1 萬 | 0.07% | −200−2.7% | 減碼 |
| Romano Brothers and Company | 7,312 | $71.2 萬 | 0.09% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,891 | $71.3 萬 | 0.01% | −605−8.1% | 減碼 |
| Diversify Wealth Management, LLC | 7,240 | $71.7 萬 | 0.06% | +1,072+17.4% | 加碼 |
| Keystone Financial Services | 7,374 | $71.8 萬 | 0.27% | +237+3.3% | 加碼 |
| Oxford Wealth Group, LLC | 7,407 | $72.1 萬 | 0.47% | +184+2.5% | 加碼 |
| Umb Bank N A | 7,419 | $72.2 萬 | 0.01% | −2,823−27.6% | 減碼 |
| Kingsview Wealth Management, LLC | 7,450 | $72.5 萬 | 0.01% | −224−2.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,459 | $72.6 萬 | 0.03% | −454−5.7% | 減碼 |
| Eqis Capital Management, Inc. | 7,461 | $72.6 萬 | 0.06% | +345+4.8% | 加碼 |
| Harbour Investments, Inc. | 7,465 | $72.6 萬 | 0.02% | −29−0.4% | 減碼 |
| Shelton Capital Management | 7,474 | $72.7 萬 | 0.02% | −369−4.7% | 減碼 |
| Anchor Investment Management, LLC | 7,526 | $73.2 萬 | 0.07% | 00.0% | 不變 |
| Henshaw Capital LLC | 7,536 | $73.3 萬 | 0.03% | −707−8.6% | 減碼 |
| Covenant Partners, LLC | 7,542 | $73.4 萬 | 0.23% | −66−0.9% | 減碼 |
| Montag A & Associates Inc | 7,575 | $73.7 萬 | 0.03% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 7,584 | $73.8 萬 | 0.65% | +400+5.6% | 加碼 |
| Mather Group, LLC. | 7,589 | $73.8 萬 | 0.01% | +51+0.7% | 加碼 |
| Lake Street Advisors Group, LLC | 7,645 | $74.4 萬 | 0.03% | −9,474−55.3% | 減碼 |
| JNBA Financial Advisors | 7,702 | $74.9 萬 | 0.08% | −25−0.3% | 減碼 |
| Global Retirement Partners, LLC | 7,713 | $75.1 萬 | 0.02% | +849+12.4% | 加碼 |
| Coldstream Capital Management Inc | 7,764 | $75.6 萬 | 0.02% | −183−2.3% | 減碼 |
| Fulton Bank, N.A. | 7,777 | $75.7 萬 | 0.03% | +1,281+19.7% | 加碼 |
| Texas Bank & Trust Co | 7,798 | $75.9 萬 | 0.31% | +7,798 | 新進 |
| Thornburg Investment Management Inc | 7,800 | $75.9 萬 | 0.01% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,805 | $76.0 萬 | 0.06% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 7,847 | $76.4 萬 | 0.17% | −319−3.9% | 減碼 |
| Group One Trading, L.P. | 7,868 | $76.6 萬 | 0.03% | +777+11.0% | 加碼 |
| Tiaa Trust, National Association | 7,875 | $76.6 萬 | 0.00% | +569+7.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 7,881 | $76.7 萬 | 0.00% | −622−7.3% | 減碼 |
| Mangrove Partners | 7,923 | $77.1 萬 | 0.09% | +7,923 | 新進 |
| Clarius Group, LLC | 7,931 | $77.2 萬 | 0.05% | +1,612+25.5% | 加碼 |
| PDS Planning, Inc | 7,990 | $77.8 萬 | 0.07% | −122−1.5% | 減碼 |
| Fort Sheridan Advisors LLC | 8,023 | $78.1 萬 | 0.11% | 00.0% | 不變 |
| Broderick Brian C | 8,073 | $78.6 萬 | 0.15% | −3,960−32.9% | 減碼 |
| Cary Street Partners Financial LLC | 8,136 | $79.2 萬 | 0.03% | +8,136 | 新進 |
| Cable Hill Partners, LLC | 8,185 | $79.6 萬 | 0.08% | −3,748−31.4% | 減碼 |
| Kennon-Green & Company, LLC | 8,191 | $79.7 萬 | 0.69% | −197−2.3% | 減碼 |
| YANKCOM Partnership | 8,261 | $80.4 萬 | 0.43% | +8,261 | 新進 |
| New Hampshire Trust | 8,374 | $81.5 萬 | 0.17% | −137−1.6% | 減碼 |
| RD Lewis Holdings, Inc. | 7,676 | $81.6 萬 | 0.90% | +7,676 | 新進 |
| Stratos Wealth Advisors, LLC | 8,393 | $81.7 萬 | 0.04% | −41−0.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 8,425 | $82.0 萬 | 0.19% | −578−6.4% | 減碼 |
| Meriwether Wealth & Planning, LLC | 8,432 | $82.1 萬 | 0.58% | +8,432 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,433 | $82.1 萬 | 0.00% | −182,884−95.6% | 減碼 |
| Bangor Savings Bank | 8,478 | $82.5 萬 | 0.08% | −20−0.2% | 減碼 |
| Arkadios Wealth Advisors | 8,487 | $82.6 萬 | 0.05% | +2,336+38.0% | 加碼 |
| Associated Banc-Corp | 8,490 | $82.6 萬 | 0.02% | −322−3.7% | 減碼 |
| Sittner & Nelson, LLC | 8,529 | $83.0 萬 | 0.36% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 8,564 | $83.3 萬 | 0.03% | +65+0.8% | 加碼 |
| Northcape Wealth Management, LLC | 8,570 | $83.4 萬 | 0.27% | 00.0% | 不變 |
| First Affirmative Financial Network | 8,611 | $83.8 萬 | 0.48% | +897+11.6% | 加碼 |
| RFG Advisory, LLC | 8,617 | $83.9 萬 | 0.02% | −3,350−28.0% | 減碼 |
| Bridgefront Capital, LLC | 8,655 | $84.2 萬 | 0.28% | +8,655 | 新進 |
| Hamel Associates, Inc. | 8,680 | $84.5 萬 | 0.27% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 8,806 | $85.7 萬 | 0.01% | +447+5.3% | 加碼 |