CVS Health Corp
CVS- 交易所
- NYSE
- 產業
- Retail-Drug Stores and Proprietary Stores
- SEC CIK
- 0000064803
近 90 天，CVS Health Corp 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 2,074 家機構在 13F 申報持有，市值合計 $1,175 億；維京全球投資、費爾法克斯金融等 3 位大師持有。
2023 年第 4 季 13F 持有人
CVS Health Corp 在 2023/12/31 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
- 2,265
- 較 2023 年第 3 季 +181 家
- 持有股數
- 10.2 億
- 較 2023 年第 3 季 +2,032 萬 (+2.0%)
- 總市值
- $804.5 億
- 較 2023 年第 3 季 +$105.9 億 (+15.2%)
- 新進機構
- 307
- 另有 665 家加碼
- 清倉機構
- 126
- 另有 1,096 家減碼
另有 37 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 CVS 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 | 2,074 | $1,175 億 |
| 2026 年第 1 季 | 1,881 | $793.5 億 |
| 2025 年第 4 季 | 1,950 | $898.2 億 |
| 2025 年第 3 季 | 1,838 | $824.7 億 |
| 2025 年第 2 季 | 1,760 | $756.0 億 |
| 2025 年第 1 季 | 1,755 | $733.0 億 |
| 2024 年第 4 季 | 1,674 | $470.7 億 |
| 2024 年第 3 季 | 1,848 | $639.4 億 |
| 2024 年第 2 季 | 1,918 | $606.1 億 |
| 2024 年第 1 季 | 2,184 | $800.6 億 |
| 2023 年第 4 季 | 2,265 | $804.5 億 |
| 2023 年第 3 季 | 2,121 | $699.9 億 |
| 2023 年第 2 季 | 2,211 | $689.3 億 |
| 2023 年第 1 季 | 2,276 | $742.3 億 |
| 2022 年第 4 季 | 2,411 | $957.5 億 |
| 2022 年第 3 季 | 2,330 | $989.1 億 |
| 2022 年第 2 季 | 2,311 | $955.5 億 |
| 2022 年第 1 季 | 2,367 | $1,043 億 |
| 2021 年第 4 季 | 2,346 | $1,063 億 |
| 2021 年第 3 季 | 2,077 | $864.8 億 |
| 2021 年第 2 季 | 2,068 | $850.1 億 |
| 2021 年第 1 季 | 2,034 | $749.0 億 |
2023 年第 4 季持有機構
每家機構持有 CVS Health Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 8,982 | $70.9 萬 | 0.20% | −1,055−10.5% | 減碼 |
| LGT Fund Management Co Ltd. | 9,000 | $71.1 萬 | 0.31% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 9,013 | $71.2 萬 | 0.07% | +2,351+35.3% | 加碼 |
| Insigneo Advisory Services, LLC | 9,040 | $71.4 萬 | 0.10% | +47+0.5% | 加碼 |
| Patten & Patten Inc | 9,044 | $71.4 萬 | 0.06% | +76+0.8% | 加碼 |
| Sierra Summit Advisors LLC | 9,091 | $71.8 萬 | 0.21% | +9,091 | 新進 |
| Cove Private Wealth, LLC | 9,104 | $71.9 萬 | 0.68% | +9,104 | 新進 |
| Charles Schwab Trust Co | 9,109 | $71.9 萬 | 0.07% | −382−4.0% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 9,229 | $72.9 萬 | 0.61% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 9,232 | $72.9 萬 | 0.16% | −823−8.2% | 減碼 |
| Copperleaf Capital, LLC | 9,249 | $73.0 萬 | 0.74% | +3,956+74.7% | 加碼 |
| Mechanics Financial Corp | 9,285 | $73.3 萬 | 0.41% | +339+3.8% | 加碼 |
| Freestone Capital Holdings, LLC | 9,308 | $73.5 萬 | 0.03% | −554−5.6% | 減碼 |
| Barrett & Company, Inc. | 9,390 | $74.1 萬 | 0.40% | −242−2.5% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,397 | $74.2 萬 | 0.16% | −268−2.8% | 減碼 |
| Iron Financial, LLC | 9,434 | $74.5 萬 | 0.42% | −480−4.8% | 減碼 |
| Donald L. Hagan, LLC | 9,461 | $74.7 萬 | 0.41% | −360−3.7% | 減碼 |
| Pacific Capital Partners Ltd | 9,471 | $74.8 萬 | 0.56% | +171+1.8% | 加碼 |
| Forza Wealth Management, LLC | 9,473 | $74.8 萬 | 0.41% | −1,300−12.1% | 減碼 |
| United Asset Strategies, Inc. | 9,506 | $75.1 萬 | 0.08% | +2,181+29.8% | 加碼 |
| RWM Asset Management, LLC | 9,325 | $75.1 萬 | 0.14% | −125−1.3% | 減碼 |
| Ridgewood Investments LLC | 9,535 | $75.3 萬 | 0.45% | −1,538−13.9% | 減碼 |
| Gratus Capital LLC | 9,553 | $75.4 萬 | 0.04% | +5,191+119.0% | 加碼 |
| Riverview Trust Co | 9,581 | $75.7 萬 | 0.77% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 9,601 | $75.8 萬 | 0.37% | +5+0.1% | 加碼 |
| Donaldson Capital Management, LLC | 9,677 | $76.4 萬 | 0.03% | +812+9.2% | 加碼 |
| Northside Capital Management, LLC | 9,704 | $76.6 萬 | 0.24% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 9,721 | $76.8 萬 | 0.16% | −1,380−12.4% | 減碼 |
| Cypress Capital Group | 9,757 | $77.0 萬 | 0.10% | −1,012−9.4% | 減碼 |
| Aptus Capital Advisors, LLC | 9,758 | $77.0 萬 | 0.02% | −555−5.4% | 減碼 |
| Aaron Wealth Advisors | 9,859 | $77.8 萬 | 0.13% | −221−2.2% | 減碼 |
| Alterna Wealth Management, Inc | 9,873 | $78.0 萬 | 0.94% | 00.0% | 不變 |
| Sepio Capital, LP | 9,907 | $78.2 萬 | 0.07% | +163+1.7% | 加碼 |
| White Pine Capital LLC | 9,915 | $78.3 萬 | 0.30% | −1,067−9.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 9,921 | $78.3 萬 | 0.07% | −1,072−9.8% | 減碼 |
| Ameritas Advisory Services, LLC | 9,999 | $78.4 萬 | 0.04% | −5,494−35.5% | 減碼 |
| Capital Asset Advisory Services LLC | 9,944 | $78.5 萬 | 0.05% | −752−7.0% | 減碼 |
| Glen Eagle Advisors, LLC | 10,022 | $79.1 萬 | 0.16% | −558−5.3% | 減碼 |
| Rathbone Brothers plc | 10,023 | $79.1 萬 | 0.01% | −6,000−37.4% | 減碼 |
| Bond & Devick Financial Network, Inc. | 10,051 | $79.4 萬 | 0.45% | −350−3.4% | 減碼 |
| Finivi Inc. | 10,057 | $79.4 萬 | 0.78% | +10,057 | 新進 |
| Zacks Investment Management | 10,088 | $79.7 萬 | 0.01% | −155,714−93.9% | 減碼 |
| Abner Herrman & Brock LLC | 10,117 | $79.9 萬 | 0.11% | +10,117 | 新進 |
| CWA Asset Management Group, LLC | 10,168 | $80.3 萬 | 0.05% | −4,250−29.5% | 減碼 |
| Jones Financial Companies LLLP | 10,195 | $80.5 萬 | 0.00% | −4,740−31.7% | 減碼 |
| Waldron Private Wealth LLC | 10,245 | $80.9 萬 | 0.04% | +1,072+11.7% | 加碼 |
| Grant/GrossMendelsohn, LLC | 11,112 | $81.1 萬 | 0.34% | +1,970+21.5% | 加碼 |
| Clarity Financial LLC | 10,285 | $81.2 萬 | 0.14% | −187,389−94.8% | 減碼 |
| Edgestream Partners, L.P. | 10,287 | $81.2 萬 | 0.06% | +2,682+35.3% | 加碼 |
| WBH Advisory Inc | 10,316 | $81.5 萬 | 0.09% | −138−1.3% | 減碼 |
| Abbot Financial Management, Inc. | 10,380 | $82.0 萬 | 0.49% | −8,852−46.0% | 減碼 |
| Prentice Wealth Management LLC | 10,398 | $82.1 萬 | 0.32% | +1,037+11.1% | 加碼 |
| Trustco Bank Corp N Y | 10,415 | $82.2 萬 | 0.89% | 00.0% | 不變 |
| Fayez Sarofim & Co | 10,841 | $82.7 萬 | 0.00% | −2,116−16.3% | 減碼 |
| Baldwin Brothers Inc | 10,484 | $82.8 萬 | 0.07% | +336+3.3% | 加碼 |
| Jackson Square Capital, LLC | 10,492 | $82.8 萬 | 0.27% | +10,492 | 新進 |
| Tobam | 10,505 | $82.9 萬 | 0.07% | −1,618−13.3% | 減碼 |
| Lawson Kroeker Investment Management Inc | 10,530 | $83.1 萬 | 0.17% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 10,564 | $83.4 萬 | 0.26% | −163−1.5% | 減碼 |
| David Loasby | 10,256 | $83.5 萬 | 0.09% | −6,654−39.3% | 減碼 |
| MTM Investment Management, LLC | 10,588 | $83.6 萬 | 0.38% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 10,657 | $84.1 萬 | 0.37% | +10,657 | 新進 |
| Correct Capital Wealth Management | 10,662 | $84.2 萬 | 0.21% | +10,662 | 新進 |
| Impact Partnership Wealth, LLC | 10,669 | $84.2 萬 | 0.31% | +9,841+1,188.5% | 加碼 |
| Birchbrook, Inc. | 10,673 | $84.3 萬 | 0.56% | +10,673 | 新進 |
| Bristlecone Advisors, LLC | 10,682 | $84.3 萬 | 0.09% | +3,939+58.4% | 加碼 |
| GM Advisory Group, Inc. | 10,686 | $84.4 萬 | 0.06% | +2,374+28.6% | 加碼 |
| Syon Capital LLC | 10,720 | $84.6 萬 | 0.09% | +3,262+43.7% | 加碼 |
| Semmax Financial Advisors Inc. | 11,058 | $84.7 萬 | 0.31% | +2,007+22.2% | 加碼 |
| Pine Haven Investment Counsel, Inc | 10,730 | $84.7 萬 | 0.79% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 10,748 | $84.9 萬 | 0.42% | −1,937−15.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 10,750 | $84.9 萬 | 0.15% | −201−1.8% | 減碼 |
| Legacy Capital Group California, Inc. | 10,765 | $85.0 萬 | 0.33% | +72+0.7% | 加碼 |
| BancorpSouth Bank | 10,785 | $85.2 萬 | 0.07% | −815−7.0% | 減碼 |
| South State Corp. | 10,789 | $85.2 萬 | 0.07% | −2,920−21.3% | 減碼 |
| Northwest Bancshares, Inc. | 10,833 | $85.5 萬 | 0.16% | −1,754−13.9% | 減碼 |
| Unique Wealth Strategies, LLC | 10,848 | $85.7 萬 | 0.57% | +10,848 | 新進 |
| MRP Capital Investments, LLC | 10,875 | $85.9 萬 | 0.93% | −10,750−49.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 10,895 | $86.0 萬 | 0.08% | −6,533−37.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 10,899 | $86.1 萬 | 0.30% | +220+2.1% | 加碼 |
| Roman Butler Fullerton & Co | 11,813 | $86.2 萬 | 0.34% | −1,663−12.3% | 減碼 |
| Greenup Street Wealth Management LLC | 10,924 | $86.3 萬 | 0.24% | +10,924 | 新進 |
| Whalerock Point Partners, LLC | 10,936 | $86.4 萬 | 0.27% | −885−7.5% | 減碼 |
| Compass Ion Advisors, LLC | 10,939 | $86.4 萬 | 0.13% | +904+9.0% | 加碼 |
| Brown Brothers Harriman & Co | 10,959 | $86.5 萬 | 0.01% | −8,584−43.9% | 減碼 |
| Aviance Capital Partners, LLC | 10,959 | $86.5 萬 | 0.19% | +19+0.2% | 加碼 |
| Blueshift Asset Management, LLC | 10,975 | $86.7 萬 | 0.46% | −6,653−37.7% | 減碼 |
| Diversified Trust Co | 11,023 | $87.0 萬 | 0.03% | −10,596−49.0% | 減碼 |
| Silverlake Wealth Management LLC | 11,030 | $87.1 萬 | 0.48% | −2,425−18.0% | 減碼 |
| Checchi Capital Advisers, LLC | 11,042 | $87.2 萬 | 0.07% | +637+6.1% | 加碼 |
| Ellevest, Inc. | 11,044 | $87.2 萬 | 0.06% | +5,417+96.3% | 加碼 |
| Ballentine Partners, LLC | 11,056 | $87.3 萬 | 0.02% | −4,249−27.8% | 減碼 |
| Founders Financial Alliance, LLC | 11,089 | $87.6 萬 | 0.34% | +260+2.4% | 加碼 |
| Wealth Management Partners, LLC | 11,102 | $87.7 萬 | 0.49% | +401+3.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,109 | $87.7 萬 | 0.10% | +20.0% | 加碼 |
| Brighton Jones LLC | 11,117 | $87.8 萬 | 0.04% | −610−5.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 11,124 | $87.8 萬 | 0.45% | +53+0.5% | 加碼 |
| Clarius Group, LLC | 11,145 | $88.0 萬 | 0.07% | +112+1.0% | 加碼 |
| Rogco, LP | 11,148 | $88.0 萬 | 0.38% | +2,078+22.9% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $88.0 萬 | 0.63% | 00.0% | 不變 |