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。
2025 年第 1 季 13F 持有人
CVS Health Corp 在 2025/3/31 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
- 1,755
- 較 2024 年第 4 季 +105 家
- 持有股數
- 10.8 億
- 較 2024 年第 4 季 +3,874 萬 (+3.7%)
- 總市值
- $733.0 億
- 較 2024 年第 4 季 +$264.5 億 (+56.4%)
- 新進機構
- 278
- 另有 535 家加碼
- 清倉機構
- 173
- 另有 758 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 | 2,412 | $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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 5,266 | $35.7 萬 | 0.02% | −5,584−51.5% | 減碼 |
| Cito Capital Group, LLC | 5,265 | $35.7 萬 | 0.14% | −1,411−21.1% | 減碼 |
| BXM Wealth LLC | 5,288 | $35.7 萬 | 0.43% | −1,685−24.2% | 減碼 |
| WBH Advisory Inc | 5,273 | $35.7 萬 | 0.03% | −1,488−22.0% | 減碼 |
| Donaldson Capital Management, LLC | 5,276 | $35.7 萬 | 0.01% | −8−0.2% | 減碼 |
| Corps Capital Advisors, LLC | 5,329 | $36.1 萬 | 0.38% | 00.0% | 不變 |
| Rockland Trust Co | 5,334 | $36.1 萬 | 0.02% | −160−2.9% | 減碼 |
| CVA Family Office, LLC | 5,336 | $36.2 萬 | 0.06% | +1,614+43.4% | 加碼 |
| CWA Asset Management Group, LLC | 5,407 | $36.6 萬 | 0.02% | +5,407 | 新進 |
| Ausdal Financial Partners, Inc. | 5,430 | $36.8 萬 | 0.03% | +5,430 | 新進 |
| Allen Capital Group, LLC | 5,443 | $36.9 萬 | 0.04% | +5,443 | 新進 |
| Tower Bridge Advisors | 5,452 | $36.9 萬 | 0.04% | −5,759−51.4% | 減碼 |
| Meridian Financial, LLC | 5,457 | $37.0 萬 | 0.26% | 00.0% | 不變 |
| Plan Group Financial, LLC | 5,466 | $37.0 萬 | 0.13% | +221+4.2% | 加碼 |
| Everpar Advisors LLC | 5,481 | $37.1 萬 | 0.20% | +5,481 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,483 | $37.1 萬 | 0.04% | −258−4.5% | 減碼 |
| Grant/GrossMendelsohn, LLC | 5,727 | $37.2 萬 | 0.21% | 00.0% | 不變 |
| Birchbrook, Inc. | 5,507 | $37.3 萬 | 0.21% | −713−11.5% | 減碼 |
| Boston Family Office LLC | 5,520 | $37.4 萬 | 0.03% | −2,150−28.0% | 減碼 |
| JFS Wealth Advisors, LLC | 5,522 | $37.4 萬 | 0.03% | +1,665+43.2% | 加碼 |
| Barrett & Company, Inc. | 5,547 | $37.6 萬 | 0.16% | −131−2.3% | 減碼 |
| Vision Financial Markets LLC | 5,572 | $37.7 萬 | 0.41% | −174−3.0% | 減碼 |
| ICONIQ Capital, LLC | 5,586 | $37.8 萬 | 0.01% | +5,586 | 新進 |
| Aspire Growth Partners LLC | 5,687 | $38.0 萬 | 0.34% | +291+5.4% | 加碼 |
| Amara Financial, LLC. | 5,632 | $38.2 萬 | 0.35% | 00.0% | 不變 |
| Basepoint Wealth LLC | 5,668 | $38.4 萬 | 0.30% | −279−4.7% | 減碼 |
| Sanders Morris Harris LLC | 5,674 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 5,746 | $38.9 萬 | 0.01% | −416−6.8% | 減碼 |
| Money Concepts Capital Corp | 5,752 | $39.0 萬 | 0.03% | −440−7.1% | 減碼 |
| Truvestments Capital LLC | 5,761 | $39.0 萬 | 0.08% | +121+2.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,779 | $39.2 萬 | 0.01% | +605+11.7% | 加碼 |
| LexAurum Advisors, LLC | 5,794 | $39.3 萬 | 0.08% | −133−2.2% | 減碼 |
| Wallace Advisory Group, LLC | 8,845 | $39.7 萬 | 0.27% | +1,236+16.2% | 加碼 |
| Harbour Investments, Inc. | 5,877 | $39.8 萬 | 0.01% | +461+8.5% | 加碼 |
| Pine Haven Investment Counsel, Inc | 5,895 | $39.9 萬 | 0.34% | −2,312−28.2% | 減碼 |
| Partners in Financial Planning | 5,906 | $40.0 萬 | 0.08% | +10.0% | 加碼 |
| Geneos Wealth Management Inc. | 5,908 | $40.0 萬 | 0.01% | +151+2.6% | 加碼 |
| Rathbone Brothers plc | 5,913 | $40.1 萬 | 0.00% | −2,115−26.3% | 減碼 |
| Prelude Capital Management, LLC | 5,915 | $40.1 萬 | 0.04% | +5,915 | 新進 |
| Rahlfs Capital, LLC | 5,930 | $40.2 萬 | 0.40% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 5,945 | $40.3 萬 | 0.03% | +336+6.0% | 加碼 |
| Carson Advisory Inc. | 5,967 | $40.4 萬 | 0.27% | −500−7.7% | 減碼 |
| St. Clair Advisors, LLC | 6,000 | $40.6 萬 | 0.11% | 00.0% | 不變 |
| Reliant Investment Partners, LLC | 6,000 | $40.6 萬 | 0.41% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 6,009 | $40.7 萬 | 0.09% | −141−2.3% | 減碼 |
| Abacus Planning Group, Inc. | 6,013 | $40.7 萬 | 0.07% | +731+13.8% | 加碼 |
| First Financial Bankshares Inc | 6,035 | $40.9 萬 | 0.01% | −658−9.8% | 減碼 |
| Whalerock Point Partners, LLC | 6,055 | $41.0 萬 | 0.10% | +1,207+24.9% | 加碼 |
| Charles Schwab Trust Co | 6,056 | $41.0 萬 | 0.03% | −1,000−14.2% | 減碼 |
| Bull Street Advisors, LLC | 6,088 | $41.2 萬 | 0.20% | −730−10.7% | 減碼 |
| Virtu Financial LLC | 6,147 | $41.6 萬 | 0.02% | −117,170−95.0% | 減碼 |
| Matrix Asset Advisors Inc | 6,175 | $41.8 萬 | 0.05% | 00.0% | 不變 |
| Addison Advisors LLC | 6,179 | $41.9 萬 | 0.11% | −247−3.8% | 減碼 |
| Ipsen Advisor Group LLC | 6,189 | $41.9 萬 | 0.36% | −567−8.4% | 減碼 |
| Dixon Fnancial Services, Inc. | 6,192 | $42.0 萬 | 0.23% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 6,199 | $42.0 萬 | 0.05% | −443−6.7% | 減碼 |
| Zions Bancorporation, National Association | 6,257 | $42.4 萬 | 0.03% | +6,257 | 新進 |
| City Center Advisors, LLC | 6,274 | $42.5 萬 | 0.50% | −1,594−20.3% | 減碼 |
| Crescent Grove Advisors, LLC | 6,276 | $42.5 萬 | 0.04% | +315+5.3% | 加碼 |
| Beacon Financial Group | 6,278 | $42.5 萬 | 0.05% | −6,026−49.0% | 減碼 |
| Cozad Asset Management Inc | 6,330 | $42.9 萬 | 0.04% | −202−3.1% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 6,363 | $43.1 萬 | 0.12% | −25−0.4% | 減碼 |
| HF Advisory Group, LLC | 6,386 | $43.3 萬 | 0.19% | −221−3.3% | 減碼 |
| Grandview Asset Management LLC | 6,400 | $43.4 萬 | 0.16% | −535−7.7% | 減碼 |
| Symmetry Partners, LLC | 6,436 | $43.6 萬 | 0.06% | −42−0.6% | 減碼 |
| Worth Financial Advisory Group, LLC | 6,468 | $43.8 萬 | 0.28% | +240+3.9% | 加碼 |
| Athena Investment Management | 6,489 | $44.0 萬 | 0.27% | +296+4.8% | 加碼 |
| Empower Advisory Group, LLC | 6,490 | $44.0 萬 | 0.00% | −13,026−66.7% | 減碼 |
| Integrated Quantitative Investments LLC | 6,500 | $44.0 萬 | 0.22% | −3,000−31.6% | 減碼 |
| Regal Investment Advisors LLC | 6,505 | $44.1 萬 | 0.04% | −319−4.7% | 減碼 |
| Severin Investments, LLC | 6,516 | $44.1 萬 | 0.44% | +290+4.7% | 加碼 |
| Leigh Baldwin & Co., LLC | 6,548 | $44.4 萬 | 0.36% | +308+4.9% | 加碼 |
| Columbia Asset Management | 6,598 | $44.7 萬 | 0.09% | −1,100−14.3% | 減碼 |
| Alta Advisers Ltd | 6,712 | $45.5 萬 | 0.19% | +6,712 | 新進 |
| Morningstar Investment Services LLC | 6,720 | $45.5 萬 | 0.08% | −5,840−46.5% | 減碼 |
| Childress Capital Advisors, LLC | 6,731 | $45.6 萬 | 0.13% | +6,731 | 新進 |
| First Nebraska Trust Co | 6,736 | $45.6 萬 | 0.05% | −50−0.7% | 減碼 |
| Catalytic Wealth RIA, LLC | 6,741 | $45.7 萬 | 0.08% | +152+2.3% | 加碼 |
| Williams Financial, LLC | 6,756 | $45.8 萬 | 0.32% | +94+1.4% | 加碼 |
| Fayez Sarofim & Co | 6,773 | $45.9 萬 | 0.00% | −1,500−18.1% | 減碼 |
| Change Path, LLC | 6,778 | $45.9 萬 | 0.01% | +320+5.0% | 加碼 |
| Financial Engines Advisors L.L.C. | 6,833 | $46.3 萬 | 0.00% | −1,331−16.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 6,842 | $46.4 萬 | 0.01% | +6,842 | 新進 |
| Private Wealth Asset Management, LLC | 6,858 | $46.5 萬 | 0.07% | +6,858 | 新進 |
| Prasad Wealth Partners, LLC | 6,862 | $46.5 萬 | 0.15% | +48+0.7% | 加碼 |
| Matrix Private Capital Group LLC | 6,868 | $46.5 萬 | 0.28% | −354−4.9% | 減碼 |
| Ameritas Advisory Services, LLC | 7,302 | $46.5 萬 | 0.02% | −158−2.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 6,903 | $46.8 萬 | 0.08% | −2,600−27.4% | 減碼 |
| Tyler-Stone Wealth Management | 6,917 | $46.9 萬 | 0.08% | −2,757−28.5% | 減碼 |
| YHB Investment Advisors, Inc. | 6,960 | $47.2 萬 | 0.04% | −5,385−43.6% | 減碼 |
| NBC Securities, Inc. | 7,008 | $47.4 萬 | 0.04% | +7,001+100,014.3% | 加碼 |
| Sunbelt Securities, Inc. | 7,011 | $47.5 萬 | 0.04% | −415−5.6% | 減碼 |
| M.E. Allison & Co., Inc. | 7,023 | $47.6 萬 | 0.47% | +850+13.8% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 7,096 | $48.1 萬 | 0.22% | +96+1.4% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 7,150 | $48.4 萬 | 0.36% | −400−5.3% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,153 | $48.5 萬 | 0.17% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 7,192 | $48.7 萬 | 0.04% | +174+2.5% | 加碼 |
| Checchi Capital Advisers, LLC | 7,217 | $48.9 萬 | 0.03% | +1,296+21.9% | 加碼 |
| Sonora Investment Management Group, LLC | 7,234 | $49.0 萬 | 0.04% | +1,950+36.9% | 加碼 |
| Optimize Financial Inc | 7,246 | $49.1 萬 | 0.18% | −912−11.2% | 減碼 |