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 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 | 1,625 | $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 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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 7,306 | $71.1 萬 | 0.07% | −200−2.7% | 減碼 |
| Ruggaard & Associates LLC | 7,286 | $70.9 萬 | 0.31% | −135−1.8% | 減碼 |
| Hartford Funds Management Co LLC | 7,245 | $70.5 萬 | 0.06% | +633+9.6% | 加碼 |
| Cypress Asset Management Inc | 7,082 | $70.4 萬 | 0.17% | −874−11.0% | 減碼 |
| Agate Pass Investment Management, LLC | 7,215 | $70.2 萬 | 0.32% | +7,215 | 新進 |
| Savvy Advisors, Inc. | 7,201 | $70.1 萬 | 0.08% | +7,201 | 新進 |
| Lantern Wealth Advisors, LLC | 7,200 | $70.1 萬 | 0.46% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 7,197 | $70.0 萬 | 0.03% | −537−6.9% | 減碼 |
| Bradyco, Inc. | 7,191 | $70.0 萬 | 0.43% | +7,191 | 新進 |
| BSW Wealth Partners | 7,169 | $69.8 萬 | 0.10% | −558−7.2% | 減碼 |
| St. Clair Advisors, LLC | 7,092 | $69.0 萬 | 0.20% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,707 | $69.0 萬 | 0.04% | +1,387+32.1% | 加碼 |
| Ronald Blue Trust, Inc. | 7,086 | $68.9 萬 | 0.01% | −4,046−36.3% | 減碼 |
| Axxcess Wealth Management, LLC | 7,083 | $68.9 萬 | 0.02% | +4,267+151.5% | 加碼 |
| Central Trust Co | 7,073 | $68.8 萬 | 0.02% | +5+0.1% | 加碼 |
| Net Worth Advisory Group | 7,051 | $68.6 萬 | 0.21% | −99−1.4% | 減碼 |
| Essex Financial Services, Inc. | 7,037 | $68.5 萬 | 0.05% | +17+0.2% | 加碼 |
| Marotta Asset Management | 7,003 | $68.0 萬 | 0.14% | −267−3.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,977 | $67.9 萬 | 0.03% | −190−2.7% | 減碼 |
| Resources Investment Advisors, LLC. | 6,972 | $67.8 萬 | 0.01% | −3,177−31.3% | 減碼 |
| GeoWealth Management, LLC | 6,918 | $67.3 萬 | 0.02% | +4,606+199.2% | 加碼 |
| Mezzasalma Advisors, LLC | 6,901 | $67.2 萬 | 0.22% | +1,657+31.6% | 加碼 |
| Banco de Sabadell, S.A | 6,852 | $67.0 萬 | 0.53% | −264−3.7% | 減碼 |
| Hemenway Trust Co LLC | 6,854 | $66.7 萬 | 0.05% | −4,335−38.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,851 | $66.7 萬 | 0.01% | −157−2.2% | 減碼 |
| Kimelman & Baird, LLC | 6,850 | $66.7 萬 | 0.05% | 00.0% | 不變 |
| Ascent Group, LLC | 6,848 | $66.6 萬 | 0.05% | +157+2.3% | 加碼 |
| Kennedy Investment Group | 6,830 | $66.5 萬 | 0.30% | +80+1.2% | 加碼 |
| Klingenstein Fields & Co LP | 6,797 | $66.1 萬 | 0.03% | 00.0% | 不變 |
| Burns J W & Co Inc | 6,787 | $66.0 萬 | 0.08% | −1,222−15.3% | 減碼 |
| Jacobi Capital Management LLC | 6,779 | $66.0 萬 | 0.05% | −156−2.2% | 減碼 |
| Valeo Financial Advisors, LLC | 6,765 | $65.8 萬 | 0.02% | +64+1.0% | 加碼 |
| HB Wealth Management, LLC | 6,744 | $65.6 萬 | 0.01% | +534+8.6% | 加碼 |
| Ariadne Wealth Management, LP | 6,094 | $65.1 萬 | 0.30% | +727+13.5% | 加碼 |
| Keel Point, LLC | 6,691 | $65.1 萬 | 0.05% | −856−11.3% | 減碼 |
| CFO4Life Group, LLC | 6,619 | $64.4 萬 | 0.11% | +379+6.1% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 6,619 | $64.4 萬 | 0.22% | +521+8.5% | 加碼 |
| Brucke Financial, Inc. | 6,121 | $64.1 萬 | 0.55% | +6,121 | 新進 |
| Peoples Bank | 6,538 | $63.6 萬 | 0.44% | 00.0% | 不變 |
| Stephens Inc | 6,484 | $63.1 萬 | 0.01% | +69+1.1% | 加碼 |
| Lantz Financial LLC | 6,478 | $63.0 萬 | 0.17% | −384−5.6% | 減碼 |
| Neville Rodie & Shaw Inc | 6,460 | $62.9 萬 | 0.05% | 00.0% | 不變 |
| Wedmont Private Capital | 6,348 | $62.9 萬 | 0.03% | +158+2.6% | 加碼 |
| Motco | 6,459 | $62.9 萬 | 0.06% | +315+5.1% | 加碼 |
| Liberty One Investment Management, LLC | 6,448 | $62.7 萬 | 0.07% | −173−2.6% | 減碼 |
| Salem Investment Counselors Inc | 6,362 | $61.9 萬 | 0.02% | 00.0% | 不變 |
| Dakota Wealth Management | 6,345 | $61.7 萬 | 0.01% | −169−2.6% | 減碼 |
| Applied Finance Capital Management, LLC | 6,298 | $61.3 萬 | 0.03% | −775−11.0% | 減碼 |
| Centaurus Financial, Inc. | 6,265 | $61.0 萬 | 0.04% | +537+9.4% | 加碼 |
| NTV Asset Management LLC | 6,221 | $60.5 萬 | 0.08% | 00.0% | 不變 |
| AE Wealth Management LLC | 6,221 | $60.5 萬 | 0.01% | +126+2.1% | 加碼 |
| Schulhoff & Co Inc | 6,210 | $60.4 萬 | 0.27% | 00.0% | 不變 |
| Toroso Investments, LLC | 6,172 | $60.1 萬 | 0.00% | +492+8.7% | 加碼 |
| St Germain D J Co Inc | 6,171 | $60.0 萬 | 0.03% | +679+12.4% | 加碼 |
| Brighton Jones LLC | 6,153 | $59.9 萬 | 0.02% | +2,666+76.5% | 加碼 |
| 1832 Asset Management L.P. | 6,144 | $59.8 萬 | 0.00% | −212−3.3% | 減碼 |
| Heritage Wealth Management, Inc. | 6,136 | $59.7 萬 | 0.20% | 00.0% | 不變 |
| CNB Bank | 6,122 | $59.6 萬 | 0.28% | −973−13.7% | 減碼 |
| Heritage Family Offices, LLP | 6,107 | $59.4 萬 | 0.30% | +112+1.9% | 加碼 |
| Principal Street Partners, LLC | 6,081 | $59.2 萬 | 0.12% | +10.0% | 加碼 |
| Visionary Horizons, LLC | 6,080 | $59.2 萬 | 0.39% | −180−2.9% | 減碼 |
| Jeppson Wealth Management, LLC | 6,078 | $59.1 萬 | 0.21% | −275−4.3% | 減碼 |
| ICONIQ Capital, LLC | 6,074 | $59.1 萬 | 0.01% | +2,020+49.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 6,019 | $58.6 萬 | 0.12% | +40+0.7% | 加碼 |
| Regions Financial Corp | 6,013 | $58.5 萬 | 0.00% | +105+1.8% | 加碼 |
| American Trust Investment Advisors, LLC | 5,975 | $58.1 萬 | 0.24% | +800+15.5% | 加碼 |
| Bailard, Inc. | 5,963 | $58.0 萬 | 0.01% | +283+5.0% | 加碼 |
| Hutner Capital Management Inc | 5,894 | $57.4 萬 | 0.28% | +3,324+129.3% | 加碼 |
| Cascade Financial Partners, LLC | 5,880 | $57.2 萬 | 0.07% | −50−0.8% | 減碼 |
| Causeway Capital Management LLC | 5,866 | $57.1 萬 | 0.01% | −1,516−20.5% | 減碼 |
| Monticello Wealth Management, LLC | 5,831 | $56.7 萬 | 0.05% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 5,780 | $56.2 萬 | 0.02% | +603+11.6% | 加碼 |
| Modera Wealth Management, LLC | 5,776 | $56.2 萬 | 0.01% | +341+6.3% | 加碼 |
| Penbrook Management LLC | 5,760 | $56.1 萬 | 0.38% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,724 | $55.9 萬 | 0.12% | +235+4.3% | 加碼 |
| CVA Family Office, LLC | 5,722 | $55.7 萬 | 0.09% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 5,698 | $55.4 萬 | 0.18% | +124+2.2% | 加碼 |
| E&G Advisors, LP | 5,638 | $54.9 萬 | 0.15% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 5,611 | $54.6 萬 | 0.08% | −244−4.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,611 | $54.6 萬 | 0.01% | +2,496+80.1% | 加碼 |
| Allianz Asset Management GmbH | 5,600 | $54.5 萬 | 0.00% | −2,200−28.2% | 減碼 |
| Oarsman Capital, Inc. | 5,599 | $54.5 萬 | 0.10% | −228−3.9% | 減碼 |
| Spears Abacus Advisors LLC | 5,545 | $54.0 萬 | 0.01% | −333−5.7% | 減碼 |
| StrongBox Wealth, LLC | 5,529 | $53.8 萬 | 0.23% | −201−3.5% | 減碼 |
| Financial & Tax Architects, LLC | 5,522 | $53.7 萬 | 0.14% | +683+14.1% | 加碼 |
| Rehmann Capital Advisory Group | 5,494 | $53.5 萬 | 0.03% | −820−13.0% | 減碼 |
| TD Waterhouse Canada Inc. | 5,456 | $53.1 萬 | 0.00% | −94−1.7% | 減碼 |
| Radnor Capital Management, LLC | 5,450 | $53.0 萬 | 0.09% | −1,075−16.5% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,429 | $52.8 萬 | 0.07% | −30−0.5% | 減碼 |
| MB, Levis & Associates, LLC | 5,410 | $52.6 萬 | 0.26% | 00.0% | 不變 |
| Kennebec Savings Bank | 5,282 | $52.4 萬 | 0.53% | −100−1.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,380 | $52.3 萬 | 0.02% | −930−14.7% | 減碼 |
| Allen Wealth Management, LLC | 5,374 | $52.3 萬 | 0.37% | −414−7.2% | 減碼 |
| Nilsine Partners, LLC | 5,364 | $52.2 萬 | 0.06% | −20−0.4% | 減碼 |
| Forza Wealth Management, LLC | 5,349 | $52.1 萬 | 0.24% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 5,303 | $51.6 萬 | 0.26% | −601−10.2% | 減碼 |
| Gradient Investments LLC | 5,285 | $51.4 萬 | 0.01% | +71+1.4% | 加碼 |
| Carr Financial Group Corp | 5,280 | $51.4 萬 | 0.16% | 00.0% | 不變 |
| Five Oceans Advisors | 5,256 | $51.1 萬 | 0.23% | −5,037−48.9% | 減碼 |
| Seeds Investor LLC | 5,220 | $50.8 萬 | 0.14% | +261+5.3% | 加碼 |