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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 6,928 | $54.7 萬 | 0.28% | −60−0.9% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 6,950 | $54.9 萬 | 0.19% | −451−6.1% | 減碼 |
| Essex LLC | 6,953 | $54.9 萬 | 0.14% | +245+3.7% | 加碼 |
| Leibman Financial Services, Inc. | 6,955 | $54.9 萬 | 0.46% | +6,955 | 新進 |
| Indiana Trust & Investment Management CO | 6,960 | $55.0 萬 | 0.25% | −845−10.8% | 減碼 |
| Maia Wealth LLC | 6,969 | $55.0 萬 | 0.22% | +6,969 | 新進 |
| Hillsdale Investment Management Inc. | 6,970 | $55.0 萬 | 0.04% | +30+0.4% | 加碼 |
| Entropy Technologies, LP | 6,975 | $55.1 萬 | 0.10% | +6,975 | 新進 |
| Johnson Financial Group, Inc. | 6,994 | $55.2 萬 | 0.03% | +3,437+96.6% | 加碼 |
| Marcum Wealth, LLC | 6,999 | $55.3 萬 | 0.06% | +164+2.4% | 加碼 |
| Tempus Wealth Planning, LLC | 7,000 | $55.3 萬 | 0.24% | −474−6.3% | 減碼 |
| Beta Wealth Group, Inc. | 7,006 | $55.3 萬 | 0.29% | +4+0.1% | 加碼 |
| Connecticut Wealth Management, LLC | 7,045 | $55.6 萬 | 0.03% | −1,798−20.3% | 減碼 |
| Lafayette Investments, Inc. | 7,050 | $55.7 萬 | 0.14% | −450−6.0% | 減碼 |
| Crumly & Associates Inc. | 7,067 | $55.8 萬 | 0.16% | +608+9.4% | 加碼 |
| Clifford Group, LLC | 7,085 | $55.9 萬 | 0.52% | −782−9.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 7,112 | $56.2 萬 | 0.20% | −945−11.7% | 減碼 |
| Palisade Asset Management, LLC | 7,118 | $56.2 萬 | 0.06% | +630+9.7% | 加碼 |
| Advisor Resource Council | 7,141 | $56.4 萬 | 0.07% | +7,141 | 新進 |
| First Nebraska Trust Co | 7,183 | $56.7 萬 | 0.07% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 8,161 | $57.0 萬 | 0.05% | 00.0% | 不變 |
| Qtron Investments LLC | 7,289 | $57.6 萬 | 0.09% | +1,542+26.8% | 加碼 |
| Independent Investors Inc | 7,300 | $57.6 萬 | 0.13% | −4,000−35.4% | 減碼 |
| Leo Wealth, LLC | 7,459 | $57.8 萬 | 0.06% | +7,459 | 新進 |
| Fiduciary Group LLC | 7,357 | $58.1 萬 | 0.07% | −49,931−87.2% | 減碼 |
| Buckley Wealth Management, LLC | 7,374 | $58.2 萬 | 0.20% | −96−1.3% | 減碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 7,393 | $58.4 萬 | 0.76% | −474−6.0% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 7,413 | $58.5 萬 | 0.06% | −5,126−40.9% | 減碼 |
| PAX Financial Group, LLC | 7,826 | $58.8 萬 | 0.12% | −864−9.9% | 減碼 |
| Charter Trust Co | 7,454 | $58.9 萬 | 0.04% | +200+2.8% | 加碼 |
| V-Square Quantitative Management LLC | 7,456 | $58.9 萬 | 0.14% | +4,421+145.7% | 加碼 |
| Caldwell Trust Co | 7,458 | $58.9 萬 | 0.07% | −707−8.7% | 減碼 |
| Balanced Rock Investment Advisor | 7,463 | $58.9 萬 | 0.52% | +7,463 | 新進 |
| Lion Street Advisors, LLC | 7,483 | $59.1 萬 | 0.24% | −1,240−14.2% | 減碼 |
| Weil Company, Inc. | 7,487 | $59.1 萬 | 0.26% | −5,578−42.7% | 減碼 |
| Cape Ann Savings Bank | 7,984 | $59.4 萬 | 0.39% | −1,018−11.3% | 減碼 |
| Eagle Wealth Strategies LLC | 7,531 | $59.5 萬 | 0.36% | +7,531 | 新進 |
| Intellectus Partners, LLC | 7,557 | $59.7 萬 | 0.17% | 00.0% | 不變 |
| BCU Wealth Advisors, LLC | 7,572 | $59.8 萬 | 0.65% | +7,572 | 新進 |
| Element Wealth, LLC | 7,604 | $60.0 萬 | 0.38% | −388−4.9% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,613 | $60.1 萬 | 0.28% | +7,613 | 新進 |
| Zhang Financial LLC | 7,617 | $60.1 萬 | 0.05% | +1,240+19.4% | 加碼 |
| Am Investment Strategies LLC | 7,618 | $60.2 萬 | 0.17% | +908+13.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,649 | $60.4 萬 | 0.03% | +1,035+15.6% | 加碼 |
| Empire Financial Management Company, LLC | 7,684 | $60.7 萬 | 0.24% | −6,978−47.6% | 減碼 |
| Elmwood Wealth Management, Inc. | 7,695 | $60.8 萬 | 0.43% | −7,262−48.6% | 減碼 |
| Insight Folios Inc | 7,723 | $61.0 萬 | 0.26% | +68+0.9% | 加碼 |
| Change Path, LLC | 7,726 | $61.0 萬 | 0.04% | +1,961+34.0% | 加碼 |
| Sutton Place Investors LLC | 7,784 | $61.5 萬 | 0.44% | +7,784 | 新進 |
| Nicholas Hoffman & Company, LLC. | 7,837 | $61.9 萬 | 0.04% | −942−10.7% | 減碼 |
| Graypoint LLC | 7,846 | $62.0 萬 | 0.05% | −1,184−13.1% | 減碼 |
| STAR Financial Bank | 7,882 | $62.2 萬 | 0.57% | −282−3.5% | 減碼 |
| Trust Point Inc. | 7,885 | $62.3 萬 | 0.05% | +7,885 | 新進 |
| American State Bank (Iowa) | 7,926 | $62.6 萬 | 0.40% | −20−0.3% | 減碼 |
| Koshinski Asset Management, Inc. | 7,939 | $62.7 萬 | 0.10% | +663+9.1% | 加碼 |
| Atlas Brown,Inc. | 7,951 | $62.8 萬 | 0.26% | −54−0.7% | 減碼 |
| Israel Discount Bank of New York | 7,953 | $62.8 萬 | 0.49% | −967−10.8% | 減碼 |
| Park Edge Advisors, LLC | 7,974 | $63.0 萬 | 0.22% | −6,007−43.0% | 減碼 |
| Curi Capital | 7,991 | $63.1 萬 | 0.09% | −139−1.7% | 減碼 |
| Quadcap Wealth Management, LLC | 7,994 | $63.1 萬 | 0.16% | +7,994 | 新進 |
| Cape Investment Advisory, Inc. | 8,015 | $63.3 萬 | 0.31% | +251+3.2% | 加碼 |
| Spears Abacus Advisors LLC | 8,015 | $63.3 萬 | 0.05% | −75−0.9% | 減碼 |
| Prepared Retirement Institute LLC | 8,020 | $63.3 萬 | 0.47% | +8,020 | 新進 |
| Lingohr & Partner Asset Management GmbH | 8,100 | $63.4 萬 | 1.45% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,039 | $63.5 萬 | 0.04% | +332+4.3% | 加碼 |
| Blodgett Wealth Advisors, LLC | 8,043 | $63.5 萬 | 0.65% | −5,152−39.0% | 減碼 |
| Rockland Trust Co | 8,076 | $63.8 萬 | 0.03% | −1,148−12.4% | 減碼 |
| Mather Group, LLC. | 8,085 | $63.8 萬 | 0.01% | +2,181+36.9% | 加碼 |
| VeraBank, N.A. | 8,097 | $63.9 萬 | 0.22% | −100−1.2% | 減碼 |
| Pallas Capital Advisors LLC | 8,111 | $64.0 萬 | 0.03% | −591−6.8% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,170 | $64.5 萬 | 0.17% | −15−0.2% | 減碼 |
| Claro Advisors LLC | 8,172 | $64.5 萬 | 0.14% | −89−1.1% | 減碼 |
| Basepoint Wealth LLC | 8,190 | $64.7 萬 | 0.52% | −365−4.3% | 減碼 |
| Appleton Partners Inc | 8,232 | $65.0 萬 | 0.05% | −1,919−18.9% | 減碼 |
| Gryphon Financial Partners LLC | 8,151 | $65.4 萬 | 0.12% | +2,653+48.3% | 加碼 |
| Garrison Point Advisors, LLC | 8,300 | $65.5 萬 | 0.46% | −100−1.2% | 減碼 |
| Vantage Consulting Group Inc | 8,313 | $65.6 萬 | 0.44% | −1,656−16.6% | 減碼 |
| Lauer Wealth, LLC | 8,915 | $65.9 萬 | 0.61% | −4,383−33.0% | 減碼 |
| Summit Trail Advisors, LLC | 8,386 | $66.2 萬 | 0.02% | −127−1.5% | 減碼 |
| Matisse Capital | 8,391 | $66.3 萬 | 0.35% | 00.0% | 不變 |
| Nilsine Partners, LLC | 8,427 | $66.5 萬 | 0.10% | −20−0.2% | 減碼 |
| Balentine LLC | 8,430 | $66.6 萬 | 0.02% | +572+7.3% | 加碼 |
| Prudent Man Advisors, LLC | 8,650 | $68.3 萬 | 0.25% | −497−5.4% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,660 | $68.4 萬 | 0.24% | −1,947−18.4% | 減碼 |
| Summit Global Investments | 8,693 | $68.6 萬 | 0.04% | −2,676−23.5% | 減碼 |
| New Hampshire Trust | 8,688 | $68.6 萬 | 0.16% | −645−6.9% | 減碼 |
| Penbrook Management LLC | 8,700 | $68.7 萬 | 0.46% | +50+0.6% | 加碼 |
| KPP Advisory Services LLC | 8,729 | $68.9 萬 | 0.61% | −471−5.1% | 減碼 |
| Quotient Wealth Partners, LLC | 8,759 | $69.2 萬 | 0.03% | +8,759 | 新進 |
| HBW Advisory Services LLC | 8,773 | $69.3 萬 | 0.13% | +301+3.6% | 加碼 |
| Formidable Asset Management, LLC | 8,795 | $69.4 萬 | 0.15% | −653−6.9% | 減碼 |
| Providence Wealth Advisors, LLC | 12,813 | $69.4 萬 | 0.83% | +4,143+47.8% | 加碼 |
| Symmetry Partners, LLC | 8,797 | $69.5 萬 | 0.04% | −5,621−39.0% | 減碼 |
| Convergence Investment Partners, LLC | 8,829 | $69.7 萬 | 0.36% | +960+12.2% | 加碼 |
| Gs Investments, Inc. | 8,850 | $69.9 萬 | 0.37% | 00.0% | 不變 |
| VitalStone Financial, LLC | 8,904 | $70.3 萬 | 0.56% | +8,599+2,819.3% | 加碼 |
| United Community Bank | 8,929 | $70.5 萬 | 0.30% | +5,826+187.8% | 加碼 |
| Tectonic Advisors LLC | 8,937 | $70.6 萬 | 0.06% | +504+6.0% | 加碼 |
| Concentric Wealth Management, LLC | 8,963 | $70.8 萬 | 0.21% | −48,228−84.3% | 減碼 |
| Smithfield Trust Co | 8,949 | $70.8 萬 | 0.04% | −118−1.3% | 減碼 |