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 | 2,411 | $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 |
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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 8,542 | $57.9 萬 | 0.02% | −724−7.8% | 減碼 |
| Forza Wealth Management, LLC | 8,524 | $57.8 萬 | 0.26% | +215+2.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,524 | $57.7 萬 | 0.01% | −2,533−22.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 8,507 | $57.6 萬 | 0.09% | −975−10.3% | 減碼 |
| Strategic Investment Advisors | 8,466 | $57.4 萬 | 0.06% | +194+2.3% | 加碼 |
| Pitcairn Co | 8,403 | $56.9 萬 | 0.03% | +1,072+14.6% | 加碼 |
| Webster Bank, N. A. | 8,382 | $56.8 萬 | 0.06% | −4,808−36.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 8,381 | $56.8 萬 | 0.07% | −325−3.7% | 減碼 |
| Lion Street Advisors, LLC | 8,359 | $56.6 萬 | 0.18% | −10−0.1% | 減碼 |
| Garrison Point Advisors, LLC | 8,350 | $56.6 萬 | 0.27% | +50+0.6% | 加碼 |
| Washington Trust Co | 8,332 | $56.4 萬 | 0.02% | −460−5.2% | 減碼 |
| Beaton Management Co. Inc. | 8,297 | $56.2 萬 | 0.29% | −614−6.9% | 減碼 |
| Diversify Advisory Services, LLC | 8,634 | $56.1 萬 | 0.04% | −640−6.9% | 減碼 |
| Ballentine Partners, LLC | 8,257 | $55.9 萬 | 0.01% | +2,943+55.4% | 加碼 |
| Conning Inc. | 8,254 | $55.9 萬 | 0.02% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 8,237 | $55.8 萬 | 0.01% | +279+3.5% | 加碼 |
| Claro Advisors LLC | 8,234 | $55.8 萬 | 0.07% | +3,383+69.7% | 加碼 |
| Persium Advisors, LLC | 8,225 | $55.7 萬 | 0.53% | +1,035+14.4% | 加碼 |
| Investment House LLC | 8,215 | $55.7 萬 | 0.03% | −5,525−40.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,136 | $55.1 萬 | 0.06% | +344+4.4% | 加碼 |
| Affinity Investment Advisors, LLC | 8,132 | $55.1 萬 | 0.45% | −3,722−31.4% | 減碼 |
| Carolinas Wealth Consulting LLC | 8,122 | $55.0 萬 | 0.12% | −400−4.7% | 減碼 |
| Crews Bank & Trust | 8,111 | $55.0 萬 | 0.09% | −108−1.3% | 減碼 |
| Waterloo Capital, L.P. | 8,074 | $54.7 萬 | 0.05% | −769−8.7% | 減碼 |
| Virtue Capital Management, LLC | 8,043 | $54.6 萬 | 0.06% | +8,043 | 新進 |
| Belpointe Asset Management LLC | 8,024 | $54.4 萬 | 0.03% | −1,477−15.5% | 減碼 |
| Simon Quick Advisors, LLC | 8,014 | $54.3 萬 | 0.03% | +8,014 | 新進 |
| Hall Laurie J Trustee | 8,000 | $54.2 萬 | 0.19% | −3,513−30.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,988 | $54.1 萬 | 0.11% | +11+0.1% | 加碼 |
| RFG Advisory, LLC | 7,984 | $54.1 萬 | 0.01% | −273−3.3% | 減碼 |
| Koss-Olinger Consulting, LLC | 7,968 | $54.0 萬 | 0.05% | −20,751−72.3% | 減碼 |
| Ancora Advisors, LLC | 7,913 | $53.6 萬 | 0.01% | −1,215−13.3% | 減碼 |
| North Forty Two & Co. | 7,893 | $53.5 萬 | 0.59% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 7,890 | $53.5 萬 | 0.04% | +89+1.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 7,865 | $53.3 萬 | 0.01% | −18,785−70.5% | 減碼 |
| Wealth Alliance | 7,822 | $53.0 萬 | 0.06% | +1,746+28.7% | 加碼 |
| R Squared Ltd | 7,820 | $53.0 萬 | 0.57% | +3,680+88.9% | 加碼 |
| Convergence Investment Partners, LLC | 7,809 | $52.9 萬 | 0.15% | −641−7.6% | 減碼 |
| Capstone Investment Advisors, LLC | 7,800 | $52.8 萬 | 0.00% | −138,683−94.7% | 減碼 |
| Quotient Wealth Partners, LLC | 7,764 | $52.6 萬 | 0.02% | +7,764 | 新進 |
| Arete Wealth Advisors, LLC | 7,740 | $52.4 萬 | 0.04% | +1,839+31.2% | 加碼 |
| E Fund Management Co., Ltd. | 7,722 | $52.3 萬 | 0.02% | −1,668−17.8% | 減碼 |
| Independence Bank of Kentucky | 7,674 | $52.0 萬 | 0.08% | −453−5.6% | 減碼 |
| Legacy Advisors, LLC | 7,608 | $51.5 萬 | 0.05% | +1,124+17.3% | 加碼 |
| Camelot Portfolios, LLC | 7,598 | $51.5 萬 | 0.32% | −1,343−15.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 7,590 | $51.4 萬 | 0.07% | −807−9.6% | 減碼 |
| American State Bank (Iowa) | 7,550 | $51.2 萬 | 0.31% | +1,489+24.6% | 加碼 |
| Westbourne Investments, Inc. | 7,500 | $50.8 萬 | 0.31% | +7,500 | 新進 |
| Wealth Advisory Solutions, LLC | 7,451 | $50.5 萬 | 0.13% | +7,451 | 新進 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,437 | $50.4 萬 | 0.18% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 7,378 | $50.0 萬 | 0.03% | +715+10.7% | 加碼 |
| Hexagon Capital Partners LLC | 7,353 | $49.8 萬 | 0.09% | +674+10.1% | 加碼 |
| Ascent Group, LLC | 7,339 | $49.7 萬 | 0.02% | +7,339 | 新進 |
| Leavell Investment Management, Inc. | 7,327 | $49.6 萬 | 0.02% | −373−4.8% | 減碼 |
| Sage Mountain Advisors LLC | 7,248 | $49.1 萬 | 0.04% | +7,248 | 新進 |
| Optimize Financial Inc | 7,246 | $49.1 萬 | 0.18% | −912−11.2% | 減碼 |
| Sonora Investment Management Group, LLC | 7,234 | $49.0 萬 | 0.04% | +1,950+36.9% | 加碼 |
| Checchi Capital Advisers, LLC | 7,217 | $48.9 萬 | 0.03% | +1,296+21.9% | 加碼 |
| Icon Wealth Advisors, LLC | 7,192 | $48.7 萬 | 0.04% | +174+2.5% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,153 | $48.5 萬 | 0.17% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 7,150 | $48.4 萬 | 0.36% | −400−5.3% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 7,096 | $48.1 萬 | 0.22% | +96+1.4% | 加碼 |
| M.E. Allison & Co., Inc. | 7,023 | $47.6 萬 | 0.47% | +850+13.8% | 加碼 |
| Sunbelt Securities, Inc. | 7,011 | $47.5 萬 | 0.04% | −415−5.6% | 減碼 |
| NBC Securities, Inc. | 7,008 | $47.4 萬 | 0.04% | +7,001+100,014.3% | 加碼 |
| YHB Investment Advisors, Inc. | 6,960 | $47.2 萬 | 0.04% | −5,385−43.6% | 減碼 |
| Tyler-Stone Wealth Management | 6,917 | $46.9 萬 | 0.08% | −2,757−28.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 6,903 | $46.8 萬 | 0.08% | −2,600−27.4% | 減碼 |
| Ameritas Advisory Services, LLC | 7,302 | $46.5 萬 | 0.02% | −158−2.1% | 減碼 |
| Matrix Private Capital Group LLC | 6,868 | $46.5 萬 | 0.28% | −354−4.9% | 減碼 |
| Prasad Wealth Partners, LLC | 6,862 | $46.5 萬 | 0.15% | +48+0.7% | 加碼 |
| Private Wealth Asset Management, LLC | 6,858 | $46.5 萬 | 0.07% | +6,858 | 新進 |
| Atalanta Sosnoff Capital, LLC | 6,842 | $46.4 萬 | 0.01% | +6,842 | 新進 |
| Financial Engines Advisors L.L.C. | 6,833 | $46.3 萬 | 0.00% | −1,331−16.3% | 減碼 |
| Change Path, LLC | 6,778 | $45.9 萬 | 0.01% | +320+5.0% | 加碼 |
| Fayez Sarofim & Co | 6,773 | $45.9 萬 | 0.00% | −1,500−18.1% | 減碼 |
| Williams Financial, LLC | 6,756 | $45.8 萬 | 0.32% | +94+1.4% | 加碼 |
| Catalytic Wealth RIA, LLC | 6,741 | $45.7 萬 | 0.08% | +152+2.3% | 加碼 |
| First Nebraska Trust Co | 6,736 | $45.6 萬 | 0.05% | −50−0.7% | 減碼 |
| Childress Capital Advisors, LLC | 6,731 | $45.6 萬 | 0.13% | +6,731 | 新進 |
| Morningstar Investment Services LLC | 6,720 | $45.5 萬 | 0.08% | −5,840−46.5% | 減碼 |
| Alta Advisers Ltd | 6,712 | $45.5 萬 | 0.19% | +6,712 | 新進 |
| Columbia Asset Management | 6,598 | $44.7 萬 | 0.09% | −1,100−14.3% | 減碼 |
| Leigh Baldwin & Co., LLC | 6,548 | $44.4 萬 | 0.36% | +308+4.9% | 加碼 |
| Severin Investments, LLC | 6,516 | $44.1 萬 | 0.44% | +290+4.7% | 加碼 |
| Regal Investment Advisors LLC | 6,505 | $44.1 萬 | 0.04% | −319−4.7% | 減碼 |
| Integrated Quantitative Investments LLC | 6,500 | $44.0 萬 | 0.22% | −3,000−31.6% | 減碼 |
| Empower Advisory Group, LLC | 6,490 | $44.0 萬 | 0.00% | −13,026−66.7% | 減碼 |
| Athena Investment Management | 6,489 | $44.0 萬 | 0.27% | +296+4.8% | 加碼 |
| Worth Financial Advisory Group, LLC | 6,468 | $43.8 萬 | 0.28% | +240+3.9% | 加碼 |
| Symmetry Partners, LLC | 6,436 | $43.6 萬 | 0.06% | −42−0.6% | 減碼 |
| Grandview Asset Management LLC | 6,400 | $43.4 萬 | 0.16% | −535−7.7% | 減碼 |
| HF Advisory Group, LLC | 6,386 | $43.3 萬 | 0.19% | −221−3.3% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 6,363 | $43.1 萬 | 0.12% | −25−0.4% | 減碼 |
| Cozad Asset Management Inc | 6,330 | $42.9 萬 | 0.04% | −202−3.1% | 減碼 |
| Beacon Financial Group | 6,278 | $42.5 萬 | 0.05% | −6,026−49.0% | 減碼 |
| Crescent Grove Advisors, LLC | 6,276 | $42.5 萬 | 0.04% | +315+5.3% | 加碼 |
| City Center Advisors, LLC | 6,274 | $42.5 萬 | 0.50% | −1,594−20.3% | 減碼 |
| Zions Bancorporation, National Association | 6,257 | $42.4 萬 | 0.03% | +6,257 | 新進 |
| Octavia Wealth Advisors, LLC | 6,199 | $42.0 萬 | 0.05% | −443−6.7% | 減碼 |