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。
2024 年第 1 季 13F 持有人
CVS Health Corp 在 2024/3/31 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
- 2,184
- 較 2023 年第 4 季 −47 家
- 持有股數
- 10.1 億
- 較 2023 年第 4 季 −1,137 萬 (−1.1%)
- 總市值
- $800.6 億
- 較 2023 年第 4 季 −$2.28 億 (−0.3%)
- 新進機構
- 133
- 另有 784 家加碼
- 清倉機構
- 180
- 另有 1,044 家減碼
另有 34 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 9,705 | $77.4 萬 | 0.08% | −611−5.9% | 減碼 |
| Donaldson Capital Management, LLC | 9,710 | $77.4 萬 | 0.03% | +33+0.3% | 加碼 |
| Wealth Management Partners, LLC | 9,724 | $77.6 萬 | 0.39% | −1,378−12.4% | 減碼 |
| Ameritas Advisory Services, LLC | 10,656 | $77.9 萬 | 0.03% | +657+6.6% | 加碼 |
| Cypress Capital Group | 9,801 | $78.2 萬 | 0.09% | +44+0.5% | 加碼 |
| Glen Eagle Advisors, LLC | 9,861 | $78.6 萬 | 0.15% | −161−1.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 9,866 | $78.7 萬 | 0.02% | −17,319−63.7% | 減碼 |
| First Commonwealth Financial Corp | 9,873 | $78.7 萬 | 0.21% | −691−6.5% | 減碼 |
| Alterna Wealth Management, Inc | 9,873 | $78.7 萬 | 0.79% | 00.0% | 不變 |
| Clarity Financial LLC | 9,900 | $79.0 萬 | 0.12% | −385−3.7% | 減碼 |
| United Asset Strategies, Inc. | 9,937 | $79.3 萬 | 0.08% | +431+4.5% | 加碼 |
| Abbot Financial Management, Inc. | 9,952 | $79.4 萬 | 0.44% | −428−4.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,830 | $79.7 萬 | 0.34% | −140−1.2% | 減碼 |
| Spears Abacus Advisors LLC | 9,995 | $79.7 萬 | 0.02% | +1,980+24.7% | 加碼 |
| EagleClaw Capital Managment, LLC | 10,010 | $79.8 萬 | 0.14% | −2,175−17.8% | 減碼 |
| Semmax Financial Advisors Inc. | 14,157 | $79.9 萬 | 0.26% | +3,099+28.0% | 加碼 |
| NVWM, LLC | 10,076 | $80.4 萬 | 0.22% | +10,076 | 新進 |
| Studio Investment Management LLC | 10,082 | $80.4 萬 | 0.19% | −24,381−70.7% | 減碼 |
| Birchbrook, Inc. | 10,095 | $80.5 萬 | 0.48% | −578−5.4% | 減碼 |
| Rathbone Brothers plc | 10,155 | $81.0 萬 | 0.00% | +132+1.3% | 加碼 |
| Finivi Inc. | 10,157 | $81.0 萬 | 0.73% | +100+1.0% | 加碼 |
| David Loasby | 11,083 | $81.3 萬 | 0.08% | +827+8.1% | 加碼 |
| Lawson Kroeker Investment Management Inc | 10,230 | $81.6 萬 | 0.15% | −300−2.8% | 減碼 |
| RMB Capital Management, LLC | 10,285 | $82.0 萬 | 0.02% | +7,640+288.8% | 加碼 |
| Balentine LLC | 10,309 | $82.2 萬 | 0.02% | +1,879+22.3% | 加碼 |
| Confluence Wealth Services, Inc. | 10,338 | $82.5 萬 | 0.07% | −1,330−11.4% | 減碼 |
| Aaron Wealth Advisors | 10,396 | $82.9 萬 | 0.12% | +537+5.4% | 加碼 |
| BCU Wealth Advisors, LLC | 10,406 | $83.0 萬 | 0.70% | +2,834+37.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 10,419 | $83.1 萬 | 0.13% | −331−3.1% | 減碼 |
| MTM Investment Management, LLC | 10,439 | $83.3 萬 | 0.34% | −149−1.4% | 減碼 |
| Baldwin Brothers Inc | 10,446 | $83.3 萬 | 0.06% | −38−0.4% | 減碼 |
| Compass Ion Advisors, LLC | 10,478 | $83.6 萬 | 0.12% | −461−4.2% | 減碼 |
| Pine Haven Investment Counsel, Inc | 10,480 | $83.6 萬 | 0.74% | −250−2.3% | 減碼 |
| Waldron Private Wealth LLC | 10,482 | $83.6 萬 | 0.04% | +237+2.3% | 加碼 |
| Brighton Jones LLC | 10,510 | $83.8 萬 | 0.03% | −607−5.5% | 減碼 |
| Allen Wealth Management, LLC | 10,536 | $84.0 萬 | 0.74% | −801−7.1% | 減碼 |
| Legacy Capital Group California, Inc. | 10,543 | $84.1 萬 | 0.31% | −222−2.1% | 減碼 |
| Formidable Asset Management, LLC | 10,602 | $84.6 萬 | 0.14% | +1,807+20.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 10,628 | $84.8 萬 | 0.40% | −496−4.5% | 減碼 |
| NewEdge Wealth, LLC | 15,402 | $84.9 萬 | 0.02% | −523−3.3% | 減碼 |
| BancorpSouth Bank | 10,683 | $85.2 萬 | 0.06% | −102−0.9% | 減碼 |
| Avestar Capital, LLC | 10,699 | $85.3 萬 | 0.10% | +4,544+73.8% | 加碼 |
| Summit Trail Advisors, LLC | 10,718 | $85.5 萬 | 0.02% | +2,332+27.8% | 加碼 |
| Graypoint LLC | 10,743 | $85.7 萬 | 0.06% | +2,897+36.9% | 加碼 |
| Sutton Place Investors LLC | 10,836 | $86.4 萬 | 0.43% | +3,052+39.2% | 加碼 |
| Grey Street Capital, LLC | 10,845 | $86.5 萬 | 0.12% | +6,654+158.8% | 加碼 |
| Checchi Capital Advisers, LLC | 10,906 | $87.0 萬 | 0.07% | −136−1.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,910 | $87.0 萬 | 0.09% | −199−1.8% | 減碼 |
| JB Capital LLC | 10,938 | $87.2 萬 | 0.06% | −23,350−68.1% | 減碼 |
| Prentice Wealth Management LLC | 10,964 | $87.4 萬 | 0.30% | +566+5.4% | 加碼 |
| Tobam | 10,973 | $87.5 萬 | 0.08% | +468+4.5% | 加碼 |
| HAP Trading, LLC | 10,994 | $87.7 萬 | 0.27% | +10,994 | 新進 |
| Lester Murray Antman dba SimplyRich | 10,992 | $87.7 萬 | 0.28% | +93+0.9% | 加碼 |
| Quadrant Capital Group LLC | 11,067 | $88.3 萬 | 0.07% | −245−2.2% | 減碼 |
| SpiderRock Advisors, LLC | 11,484 | $89.1 萬 | 0.03% | +11,484 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,811 | $89.2 萬 | 0.01% | −1,610−11.2% | 減碼 |
| Aptus Capital Advisors, LLC | 11,194 | $89.3 萬 | 0.02% | +1,436+14.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,200 | $89.3 萬 | 0.60% | +50+0.4% | 加碼 |
| Silverlake Wealth Management LLC | 11,203 | $89.4 萬 | 0.45% | +173+1.6% | 加碼 |
| Rogco, LP | 11,219 | $89.5 萬 | 0.37% | +71+0.6% | 加碼 |
| GM Advisory Group, Inc. | 11,237 | $89.6 萬 | 0.06% | +551+5.2% | 加碼 |
| Mission Wealth Management, LP | 11,321 | $90.3 萬 | 0.02% | +4,696+70.9% | 加碼 |
| Sky Investment Group LLC | 11,348 | $90.5 萬 | 0.17% | −724−6.0% | 減碼 |
| Fayez Sarofim & Co | 11,354 | $90.6 萬 | 0.00% | +513+4.7% | 加碼 |
| First Horizon Advisors, Inc. | 11,419 | $91.1 萬 | 0.03% | −30.0% | 減碼 |
| Blue Fin Capital, Inc. | 11,453 | $91.3 萬 | 0.20% | −9,388−45.0% | 減碼 |
| Widmann Financial Services, Inc. | 11,506 | $91.8 萬 | 0.77% | 00.0% | 不變 |
| Syon Capital LLC | 11,554 | $92.2 萬 | 0.09% | +834+7.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 11,588 | $92.4 萬 | 0.15% | −448−3.7% | 減碼 |
| Aviance Capital Partners, LLC | 11,669 | $93.1 萬 | 0.14% | +710+6.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 11,677 | $93.1 萬 | 0.08% | +1,756+17.7% | 加碼 |
| Cohen Klingenstein LLC | 11,700 | $93.3 萬 | 0.03% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 11,735 | $93.6 萬 | 0.30% | +202+1.8% | 加碼 |
| Beaton Management Co. Inc. | 11,732 | $93.6 萬 | 0.51% | +389+3.4% | 加碼 |
| Pekin Hardy Strauss, Inc. | 11,765 | $93.8 萬 | 0.13% | −1,400−10.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,768 | $93.9 萬 | 0.05% | −1,477−11.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 13,865 | $93.9 萬 | 0.07% | +2,970+27.3% | 加碼 |
| Fortem Financial Group, LLC | 11,797 | $94.1 萬 | 0.41% | +1,049+9.8% | 加碼 |
| Beacon Financial Advisory LLC | 11,810 | $94.2 萬 | 0.46% | +11,810 | 新進 |
| IFP Advisors, Inc | 11,814 | $94.2 萬 | 0.04% | +479+4.2% | 加碼 |
| Worth Financial Advisory Group, LLC | 11,856 | $94.6 萬 | 0.66% | −1,522−11.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,870 | $94.7 萬 | 0.01% | −338−2.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 11,958 | $95.4 萬 | 0.48% | +739+6.6% | 加碼 |
| Adirondack Trust Co | 11,976 | $95.5 萬 | 0.40% | −52−0.4% | 減碼 |
| Verdence Capital Advisors LLC | 11,985 | $95.6 萬 | 0.09% | −2,102−14.9% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $95.7 萬 | 0.30% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 12,054 | $96.1 萬 | 0.03% | −282−2.3% | 減碼 |
| Brown Brothers Harriman & Co | 12,072 | $96.3 萬 | 0.01% | +1,113+10.2% | 加碼 |
| Kendall Capital Management | 12,079 | $96.3 萬 | 0.33% | −471−3.8% | 減碼 |
| Boltwood Capital Management | 12,132 | $96.8 萬 | 0.30% | −35−0.3% | 減碼 |
| Eley Financial Management, Inc | 12,148 | $96.9 萬 | 0.42% | −496−3.9% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 12,148 | $96.9 萬 | 0.18% | +545+4.7% | 加碼 |
| WBI Investments | 12,176 | $97.1 萬 | 0.20% | +12,176 | 新進 |
| Portside Wealth Group, LLC | 12,189 | $97.2 萬 | 0.18% | −134−1.1% | 減碼 |
| Eisler Capital (UK) Ltd. | 12,213 | $97.4 萬 | 0.12% | −1,002−7.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 12,344 | $98.5 萬 | 0.28% | +69+0.6% | 加碼 |
| XTX Topco Ltd | 12,368 | $98.6 萬 | 0.13% | +9,713+365.8% | 加碼 |
| Navalign, LLC | 12,384 | $98.8 萬 | 0.33% | +1,031+9.1% | 加碼 |
| Tocqueville Asset Management L.P. | 12,416 | $99.0 萬 | 0.02% | −352−2.8% | 減碼 |
| V-Square Quantitative Management LLC | 12,445 | $99.3 萬 | 0.17% | +4,989+66.9% | 加碼 |