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 | 2,412 | $957.5 億 |
| 2022 年第 3 季 | 2,331 | $989.1 億 |
| 2022 年第 2 季 | 2,312 | $955.5 億 |
| 2022 年第 1 季 | 2,368 | $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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 3,829 | $29.6 萬 | 0.06% | −135−3.4% | 減碼 |
| Krane Funds Advisors LLC | 3,754 | $29.6 萬 | 0.01% | −4,670−55.4% | 減碼 |
| Helen Stephens Group, LLC | 3,755 | $29.6 萬 | 0.13% | −20−0.5% | 減碼 |
| Woodmont Investment Counsel LLC | 3,763 | $29.7 萬 | 0.03% | −694−15.6% | 減碼 |
| Aureus Asset Management, LLC | 3,773 | $29.8 萬 | 0.02% | +563+17.5% | 加碼 |
| Redwood Investment Management, LLC | 3,768 | $29.8 萬 | 0.03% | +3,768 | 新進 |
| Cardiff Park Advisors, LLC | 3,775 | $29.8 萬 | 0.03% | +8+0.2% | 加碼 |
| Laidlaw Wealth Management LLC | 3,784 | $29.9 萬 | 0.11% | −99−2.5% | 減碼 |
| Carl P. Sherr & Co., LLC | 3,802 | $30.0 萬 | 0.18% | −570−13.0% | 減碼 |
| Cannell Peter B & Co Inc | 3,805 | $30.0 萬 | 0.01% | −335−8.1% | 減碼 |
| InTrack Investment Management Inc | 3,809 | $30.1 萬 | 0.23% | −35−0.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,857 | $30.5 萬 | 0.03% | +31+0.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,873 | $30.6 萬 | 0.00% | −175,128−97.8% | 減碼 |
| Winthrop Advisory Group LLC | 3,883 | $30.7 萬 | 0.05% | +49+1.3% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 3,885 | $30.7 萬 | 0.32% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 3,887 | $30.7 萬 | 0.29% | −35−0.9% | 減碼 |
| Smart Portfolios, LLC | 3,977 | $30.7 萬 | 0.36% | +3,977 | 新進 |
| Nixon Peabody Trust Co | 3,897 | $30.8 萬 | 0.03% | +3,897 | 新進 |
| LBMC Investment Advisors, LLC | 3,899 | $30.8 萬 | 0.03% | −260−6.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 3,907 | $30.8 萬 | 0.13% | −193−4.7% | 減碼 |
| Aull & Monroe Investment Management Corp | 3,909 | $30.9 萬 | 0.15% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 3,917 | $30.9 萬 | 0.34% | +60+1.6% | 加碼 |
| Greytown Advisors Inc. | 3,918 | $30.9 萬 | 0.17% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,944 | $31.1 萬 | 0.07% | +160+4.2% | 加碼 |
| AXS Investments LLC | 3,945 | $31.1 萬 | 0.07% | −469−10.6% | 減碼 |
| RDA Financial Network | 3,983 | $31.5 萬 | 0.12% | −267−6.3% | 減碼 |
| BCS Wealth Management | 3,991 | $31.5 萬 | 0.12% | −253−6.0% | 減碼 |
| Plato Investment Management Ltd | 3,996 | $31.6 萬 | 0.39% | +3,996 | 新進 |
| Fulcrum Capital LLC | 4,000 | $31.6 萬 | 0.08% | 00.0% | 不變 |
| Optimum Investment Advisors | 4,013 | $31.7 萬 | 0.16% | −302−7.0% | 減碼 |
| Delta Financial Group, Inc. | 4,016 | $31.7 萬 | 0.10% | −179−4.3% | 減碼 |
| Papp L Roy & Associates | 4,018 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| W.H. Cornerstone Investments Inc. | 4,033 | $31.8 萬 | 0.25% | −563−12.2% | 減碼 |
| Fundamentun, LLC | 4,045 | $31.9 萬 | 0.04% | −894−18.1% | 減碼 |
| Sterneck Capital Management, LLC | 4,054 | $32.0 萬 | 0.20% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 4,075 | $32.2 萬 | 0.25% | −2,525−38.3% | 減碼 |
| Sunpointe, LLC | 4,076 | $32.2 萬 | 0.41% | +4,076 | 新進 |
| Saxon Interests, Inc. | 4,087 | $32.3 萬 | 0.16% | +4,087 | 新進 |
| Empirical Asset Management, LLC | 4,097 | $32.3 萬 | 0.26% | +6+0.1% | 加碼 |
| Ignite Planners, LLC | 4,007 | $32.4 萬 | 0.10% | −1,185−22.8% | 減碼 |
| Cornerstone Advisory, LLC | 4,106 | $32.4 萬 | 0.05% | −5,039−55.1% | 減碼 |
| Crawford Investment Counsel Inc | 4,106 | $32.4 萬 | 0.01% | −172−4.0% | 減碼 |
| Drive Wealth Management, LLC | 4,120 | $32.5 萬 | 0.10% | +4,120 | 新進 |
| Truepoint, Inc. | 4,123 | $32.6 萬 | 0.01% | −110,515−96.4% | 減碼 |
| Lesa Sroufe & Co | 4,125 | $32.6 萬 | 0.33% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 4,133 | $32.6 萬 | 0.20% | +91+2.3% | 加碼 |
| Sharp Financial Services, LLC | 4,139 | $32.7 萬 | 0.35% | +4,139 | 新進 |
| McGuire Investment Group, LLC | 4,144 | $32.7 萬 | 0.05% | −584−12.4% | 減碼 |
| Valmark Advisers, Inc. | 4,158 | $32.8 萬 | 0.01% | −656−13.6% | 減碼 |
| Regent Peak Wealth Advisors LLC | 4,162 | $32.9 萬 | 0.09% | +156+3.9% | 加碼 |
| Landmark Financial Advisors, LLC | 4,166 | $32.9 萬 | 0.12% | +153+3.8% | 加碼 |
| Wealth Architects, LLC | 4,170 | $32.9 萬 | 0.05% | +5+0.1% | 加碼 |
| Humankind Investments LLC | 4,177 | $33.0 萬 | 0.10% | −125−2.9% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 4,185 | $33.0 萬 | 0.04% | 00.0% | 不變 |
| Grey Street Capital, LLC | 4,191 | $33.1 萬 | 0.16% | +43+1.0% | 加碼 |
| Atlas Private Wealth Management | 4,193 | $33.1 萬 | 0.16% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 4,206 | $33.2 萬 | 0.25% | +4,206 | 新進 |
| Allstate Corp | 4,207 | $33.2 萬 | 0.02% | +493+13.3% | 加碼 |
| Meitav Dash Investments Ltd | 4,211 | $33.2 萬 | 0.00% | +554+15.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,211 | $33.3 萬 | 0.20% | −137−3.2% | 減碼 |
| Edge Capital Group, LLC | 4,214 | $33.3 萬 | 0.02% | +4,214 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 4,222 | $33.3 萬 | 0.01% | −3,848−47.7% | 減碼 |
| Inceptionr LLC | 4,230 | $33.4 萬 | 0.24% | +4,230 | 新進 |
| Glassman Wealth Services | 4,232 | $33.4 萬 | 0.05% | +352+9.1% | 加碼 |
| Atlas Capital Advisors LLC | 4,243 | $33.5 萬 | 0.05% | −158−3.6% | 減碼 |
| Berkshire Asset Management LLC | 4,249 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Mma Asset Management LLC | 4,254 | $33.6 萬 | 0.18% | 00.0% | 不變 |
| First Dallas Securities Inc. | 4,250 | $33.6 萬 | 0.17% | +4,250 | 新進 |
| Luken Investment Analytics, LLC | 4,274 | $33.7 萬 | 0.18% | −290−6.4% | 減碼 |
| Argonautica Private Wealth Management, Inc | 4,284 | $33.8 萬 | 0.14% | 00.0% | 不變 |
| Hunting Hill Global Capital, LLC | 4,292 | $33.9 萬 | 0.26% | −4,855−53.1% | 減碼 |
| Forum Private Client Group LLC | 4,305 | $34.0 萬 | 0.18% | +4,305 | 新進 |
| DF Dent & Co Inc | 4,323 | $34.1 萬 | 0.00% | −171−3.8% | 減碼 |
| Joel Isaacson & Co., LLC | 4,343 | $34.3 萬 | 0.02% | +179+4.3% | 加碼 |
| Hall Capital Management Co Inc | 4,344 | $34.3 萬 | 0.20% | −539−11.0% | 減碼 |
| Schnieders Capital Management LLC | 4,347 | $34.3 萬 | 0.08% | −268−5.8% | 減碼 |
| Souders Financial Advisors | 4,349 | $34.3 萬 | 0.06% | +120+2.8% | 加碼 |
| Benjamin Edwards Inc | 4,353 | $34.4 萬 | 0.07% | +418+10.6% | 加碼 |
| Norwood Financial Corp | 4,367 | $34.5 萬 | 0.52% | −250−5.4% | 減碼 |
| Petra Financial Advisors Inc | 4,367 | $34.5 萬 | 0.29% | −1,127−20.5% | 減碼 |
| Dempze Nancy E | 4,372 | $34.5 萬 | 0.29% | −4,203−49.0% | 減碼 |
| ZWJ Investment Counsel Inc | 4,372 | $34.5 萬 | 0.02% | −96−2.1% | 減碼 |
| Calton & Associates, Inc. | 4,391 | $34.7 萬 | 0.14% | +4,391 | 新進 |
| KG&L Capital Management,LLC | 4,587 | $34.8 萬 | 0.15% | −24−0.5% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 4,422 | $34.9 萬 | 0.07% | +4,422 | 新進 |
| Citizens National Bank Trust Department | 4,445 | $35.1 萬 | 0.09% | −1,565−26.0% | 減碼 |
| Canton Hathaway, LLC | 4,456 | $35.2 萬 | 0.11% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 4,465 | $35.3 萬 | 0.06% | −6,320−58.6% | 減碼 |
| HTLF Bank | 4,467 | $35.3 萬 | 0.04% | +4,467 | 新進 |
| Financial Advocates Investment Management | 4,473 | $35.3 萬 | 0.02% | −2,042−31.3% | 減碼 |
| JGP Wealth Management, LLC | 4,479 | $35.4 萬 | 0.05% | +768+20.7% | 加碼 |
| First National Bank of Omaha | 4,482 | $35.4 萬 | 0.02% | −492−9.9% | 減碼 |
| WealthShield Partners, LLC | 4,498 | $35.5 萬 | 0.06% | +141+3.2% | 加碼 |
| Regency Capital Management Inc. | 4,500 | $35.5 萬 | 0.24% | 00.0% | 不變 |
| Oldfield Partners LLP | 4,500 | $35.5 萬 | 0.05% | +4,500 | 新進 |
| Ballast Advisors LLC | 4,516 | $35.7 萬 | 0.13% | −755−14.3% | 減碼 |
| Fluent Financial, LLC | 4,531 | $35.8 萬 | 0.21% | −44,400−90.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,550 | $35.9 萬 | 0.01% | +4,550 | 新進 |
| Red Door Wealth Management, LLC | 4,551 | $35.9 萬 | 0.08% | +142+3.2% | 加碼 |
| Baystate Wealth Management LLC | 4,562 | $36.0 萬 | 0.03% | −2,336−33.9% | 減碼 |