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 3 季 13F 持有人
CVS Health Corp 在 2025/9/30 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
- 1,838
- 較 2025 年第 2 季 +105 家
- 持有股數
- 10.9 億
- 較 2025 年第 2 季 +1,821 萬 (+1.7%)
- 總市值
- $824.7 億
- 較 2025 年第 2 季 +$83.6 億 (+11.3%)
- 新進機構
- 213
- 另有 670 家加碼
- 清倉機構
- 108
- 另有 724 家減碼
另有 27 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 5,826 | $43.9 萬 | 0.05% | +141+2.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,848 | $44.1 萬 | 0.02% | +1,550+36.1% | 加碼 |
| Private Wealth Asset Management, LLC | 5,876 | $44.3 萬 | 0.05% | −500−7.8% | 減碼 |
| Partners in Financial Planning | 5,888 | $44.4 萬 | 0.08% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 5,922 | $44.6 萬 | 0.01% | −2,628−30.7% | 減碼 |
| Baker Avenue Asset Management, LP | 5,924 | $44.7 萬 | 0.01% | +2,206+59.3% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 5,924 | $44.7 萬 | 0.11% | −314−5.0% | 減碼 |
| Rahlfs Capital, LLC | 5,930 | $44.7 萬 | 0.35% | 00.0% | 不變 |
| Rexford Capital Inc | 5,943 | $44.8 萬 | 0.35% | 00.0% | 不變 |
| Wealth Effects LLC | 5,959 | $44.9 萬 | 0.14% | +1,545+35.0% | 加碼 |
| Global Financial Private Client, LLC | 6,011 | $45.3 萬 | 0.16% | +6,011 | 新進 |
| Aigen Investment Management, LP | 6,016 | $45.4 萬 | 0.07% | +6,016 | 新進 |
| St. Clair Advisors, LLC | 6,022 | $45.4 萬 | 0.12% | +22+0.4% | 加碼 |
| BCS Private Wealth Management, Inc. | 6,027 | $45.4 萬 | 0.16% | +325+5.7% | 加碼 |
| Birchbrook, Inc. | 6,034 | $45.5 萬 | 0.24% | +239+4.1% | 加碼 |
| Evoke Wealth, LLC | 6,042 | $45.6 萬 | 0.01% | +2,472+69.2% | 加碼 |
| Marino, Stram & Associates LLC | 6,044 | $45.6 萬 | 0.08% | +20.0% | 加碼 |
| Regal Investment Advisors LLC | 6,077 | $45.8 萬 | 0.03% | +15+0.2% | 加碼 |
| Webster Bank, N. A. | 6,080 | $45.8 萬 | 0.04% | −791−11.5% | 減碼 |
| Blueshift Asset Management, LLC | 6,085 | $45.9 萬 | 0.14% | +316+5.5% | 加碼 |
| Dixon Fnancial Services, Inc. | 6,089 | $45.9 萬 | 0.21% | −103−1.7% | 減碼 |
| YHB Investment Advisors, Inc. | 6,135 | $46.3 萬 | 0.03% | −125−2.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 6,144 | $46.3 萬 | 0.01% | −46−0.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 6,151 | $46.4 萬 | 0.05% | +13+0.2% | 加碼 |
| Reliant Investment Partners, LLC | 6,000 | $46.5 萬 | 0.36% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 6,177 | $46.6 萬 | 0.04% | −51−0.8% | 減碼 |
| Kera Capital Partners, Inc. | 6,210 | $46.8 萬 | 0.07% | +826+15.3% | 加碼 |
| Addison Advisors LLC | 6,246 | $47.1 萬 | 0.11% | −21−0.3% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 6,282 | $47.4 萬 | 0.04% | +6,282 | 新進 |
| Avidian Wealth Solutions, LLC | 6,285 | $47.4 萬 | 0.02% | +214+3.5% | 加碼 |
| Summit Wealth Group LLC | 6,843 | $47.8 萬 | 0.07% | +6,843 | 新進 |
| Procyon Private Wealth Partners, LLC | 6,342 | $47.8 萬 | 0.03% | −497−7.3% | 減碼 |
| Whalerock Point Partners, LLC | 6,355 | $47.9 萬 | 0.10% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 6,358 | $47.9 萬 | 0.01% | −4,296−40.3% | 減碼 |
| Checchi Capital Advisers, LLC | 6,428 | $48.5 萬 | 0.03% | +54+0.8% | 加碼 |
| Journey Strategic Wealth LLC | 6,451 | $48.6 萬 | 0.01% | +2,612+68.0% | 加碼 |
| Cullen Capital Management LLC | 6,455 | $48.7 萬 | 0.01% | +6,455 | 新進 |
| USA Financial Portformulas Corp | 6,464 | $48.7 萬 | 0.09% | −14,254−68.8% | 減碼 |
| Busey Wealth Management | 6,465 | $48.7 萬 | 0.01% | −212−3.2% | 減碼 |
| Crescent Grove Advisors, LLC | 6,471 | $48.8 萬 | 0.05% | +165+2.6% | 加碼 |
| Athena Investment Management | 6,489 | $48.9 萬 | 0.25% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 6,507 | $49.1 萬 | 0.06% | +3,588+122.9% | 加碼 |
| Calamos Wealth Management LLC | 6,530 | $49.2 萬 | 0.02% | +1,832+39.0% | 加碼 |
| LifeWealth Investments, LLC | 6,532 | $49.2 萬 | 0.08% | +510+8.5% | 加碼 |
| GTS Securities LLC | 6,532 | $49.2 萬 | 0.02% | +1,751+36.6% | 加碼 |
| Charles Schwab Trust Co | 6,534 | $49.3 萬 | 0.03% | +378+6.1% | 加碼 |
| Money Concepts Capital Corp | 6,607 | $49.8 萬 | 0.03% | +341+5.4% | 加碼 |
| Pure Financial Advisors, Inc. | 6,609 | $49.8 萬 | 0.01% | +80+1.2% | 加碼 |
| North Forty Two & Co. | 6,618 | $49.9 萬 | 0.49% | −1,275−16.2% | 減碼 |
| Worth Financial Advisory Group, LLC | 6,625 | $49.9 萬 | 0.28% | −115−1.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 6,497 | $50.0 萬 | 0.05% | −603−8.5% | 減碼 |
| Alta Advisers Ltd | 6,712 | $50.6 萬 | 0.15% | 00.0% | 不變 |
| First Nebraska Trust Co | 6,736 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 6,750 | $50.9 萬 | 0.04% | −676−9.1% | 減碼 |
| Koss-Olinger Consulting, LLC | 7,420 | $51.2 萬 | 0.04% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 6,817 | $51.4 萬 | 0.01% | −153−2.2% | 減碼 |
| Armis Advisers, LLC | 6,557 | $51.4 萬 | 0.05% | +572+9.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 6,836 | $51.5 萬 | 0.00% | +123+1.8% | 加碼 |
| Change Path, LLC | 6,838 | $51.6 萬 | 0.01% | −633−8.5% | 減碼 |
| Tobam | 6,846 | $51.6 萬 | 0.19% | +1,896+38.3% | 加碼 |
| Wallace Advisory Group, LLC | 7,483 | $51.6 萬 | 0.41% | −2,350−23.9% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 6,850 | $51.6 萬 | 0.34% | −100−1.4% | 減碼 |
| Koshinski Asset Management, Inc. | 6,857 | $51.7 萬 | 0.03% | −76−1.1% | 減碼 |
| Baader Bank INC | 7,077 | $51.7 萬 | 0.04% | +824+13.2% | 加碼 |
| Ascent Group, LLC | 6,900 | $52.0 萬 | 0.02% | +160+2.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,909 | $52.1 萬 | 0.03% | +6,909 | 新進 |
| Fayez Sarofim & Co | 6,913 | $52.1 萬 | 0.00% | +140+2.1% | 加碼 |
| Everhart Financial Group, Inc. | 6,922 | $52.2 萬 | 0.05% | +1,435+26.2% | 加碼 |
| Intrua Financial, LLC | 6,942 | $52.3 萬 | 0.06% | −431−5.8% | 減碼 |
| Prasad Wealth Partners, LLC | 6,963 | $52.5 萬 | 0.15% | −4−0.1% | 減碼 |
| Voleon Capital Management LP | 6,980 | $52.6 萬 | 0.01% | −64,742−90.3% | 減碼 |
| Jupiter Wealth Management LLC | 7,000 | $52.8 萬 | 0.25% | +2,000+40.0% | 加碼 |
| Williams Financial, LLC | 7,020 | $52.9 萬 | 0.55% | +97+1.4% | 加碼 |
| M.E. Allison & Co., Inc. | 7,023 | $52.9 萬 | 0.37% | 00.0% | 不變 |
| Avestar Capital, LLC | 7,035 | $53.0 萬 | 0.04% | −293−4.0% | 減碼 |
| Perpetual Ltd | 7,038 | $53.1 萬 | 0.01% | −6,259−47.1% | 減碼 |
| Zacks Investment Management | 7,087 | $53.4 萬 | 0.00% | +7,087 | 新進 |
| Beta Wealth Group, Inc. | 7,123 | $53.7 萬 | 0.21% | −31,192−81.4% | 減碼 |
| Insigneo Advisory Services, LLC | 7,142 | $53.8 萬 | 0.04% | −941−11.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 7,153 | $53.9 萬 | 0.08% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 7,168 | $54.0 萬 | 0.12% | −333−4.4% | 減碼 |
| Empire Financial Management Company, LLC | 7,198 | $54.3 萬 | 0.12% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 7,224 | $54.5 萬 | 0.10% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 7,265 | $54.8 萬 | 0.18% | −464−6.0% | 減碼 |
| Zions Bancorporation, National Association | 7,265 | $54.8 萬 | 0.03% | +798+12.3% | 加碼 |
| Axxcess Wealth Management, LLC | 7,291 | $55.0 萬 | 0.01% | −446−5.8% | 減碼 |
| Spire Wealth Management | 7,412 | $55.9 萬 | 0.02% | −334−4.3% | 減碼 |
| Cozad Asset Management Inc | 7,435 | $56.1 萬 | 0.04% | −395−5.0% | 減碼 |
| Flputnam Investment Management Co | 7,455 | $56.2 萬 | 0.01% | −66−0.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,459 | $56.2 萬 | 0.06% | −255−3.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 7,484 | $56.4 萬 | 0.02% | +7,484 | 新進 |
| Coastal Bridge Advisors, LLC | 7,498 | $56.5 萬 | 0.04% | −1,087−12.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,534 | $56.8 萬 | 0.10% | +1,469+24.2% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 7,536 | $56.8 萬 | 0.02% | +7,536 | 新進 |
| Farringdon Capital, Ltd. | 7,542 | $56.9 萬 | 0.14% | +7,542 | 新進 |
| Beaton Management Co. Inc. | 7,541 | $56.9 萬 | 0.26% | −100−1.3% | 減碼 |
| ARS Wealth Advisors Group, LLC | 7,588 | $57.2 萬 | 0.06% | −83−1.1% | 減碼 |
| Quotient Wealth Partners, LLC | 7,673 | $57.8 萬 | 0.02% | −150−1.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 7,695 | $57.9 萬 | 0.01% | +7,395+2,465.0% | 加碼 |
| Washington Trust Co | 7,685 | $57.9 萬 | 0.02% | −10.0% | 減碼 |