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CVS Health Corp

CVS
Exchange
NYSE
Industry
Retail-Drug Stores and Proprietary Stores
SEC CIK
0000064803

No open-market purchases or sales by CVS Health Corp insiders were filed in the last 90 days; 2,074 institutions reported holding it in 13F filings for Q2 2026, worth $117.5B in total; 3 superinvestors hold it, including Viking Global Investors and Fairfax Financial.

13F holders, Q1 2021

Institutional positions in CVS Health Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,034
No complete 13F data for Q4 2020
Shares held
996.1M
No complete 13F data for Q4 2020
Total value
$74.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CVS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 2,034 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ1 2021: $74.9B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding CVS Health Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CVS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Enhancement Group LLC2$00.00%––
Mach-1 Financial Group, Inc.9$00.00%––
Financial Perspectives, Inc27,158$3610.02%––
Pin Oak Investment Advisors Inc19$1.00K0.00%––
Benjamin Edwards Inc18$1.00K0.00%––
Cypress Capital, LLC10$1.00K0.00%––
Clearview Wealth Advisors LLC15$1.00K0.00%––
Horizon Financial Services, LLC22$2.00K0.00%––
Johnson Midwest Financial, LLC27$2.00K0.00%––
Advanced Research Investment Solutions, LLC30$2.00K0.00%––
C M Bidwell & Associates Ltd46$3.00K0.00%––
Fiduciary Planning LLC42$3.00K0.00%––
Phoenix Wealth Advisors45$3.00K0.00%––
RWM Asset Management, LLC36$3.00K0.00%––
Flagship Private Wealth, LLC45$3.40K0.00%––
Old Second National Bank of Aurora52$4.00K0.00%––
Lenox Wealth Advisors, LLC57$4.00K0.00%––
Winch Advisory Services, LLC50$4.00K0.00%––
Cedar Wealth Management, LLC48$4.00K0.00%––
Burleson & Company, LLC51$4.00K0.00%––
Gleason Group, Inc.54$4.00K0.00%––
First Personal Financial Services64$5.00K0.00%––
Stuart Chaussee & Associates, Inc.68$5.00K0.00%––
Abundance Wealth Counselors65$5.00K0.00%––
Core Wealth Advisors, Inc.60$5.00K0.00%––
Leelyn Smith, LLC65$5.00K0.00%––
Standard Family Office LLC62$5.00K0.00%––
Activest Wealth Management68$5.00K0.00%––
Tucker Asset Management LLC69$5.19K0.00%––
Mizuho Securities Co. Ltd.82$6.00K0.00%––
Ironwood Financial, llc85$6.00K0.00%––
First Bank & Trust79$6.00K0.00%––
Cypress Point Wealth Management, LLC83$6.00K0.01%––
IronBridge Private Wealth, LLC84$6.00K0.00%––
Stonebridge Financial Planning Group, LLC100$7.00K0.00%––
Macroview Investment Management LLC101$8.00K0.01%––
Brand Asset Management Group, Inc.101$8.00K0.00%––
Princeton Global Asset Management LLC110$8.00K0.00%––
Global Wealth Management Investment Advisory, Inc.100$8.00K0.00%––
Professional Financial Advisors, LLC100$8.00K0.00%––
Ritter Daniher Financial Advisory, LLC100$8.00K0.01%––
Eukles Asset Management120$9.00K0.01%––
Acima Private Wealth, LLC115$9.00K0.00%––
Stephenson National Bank & Trust150$11.0K0.01%––
Capital Advisors, Ltd. LLC140$11.0K0.00%––
Moisand Fitzgerald Tamayo, LLC150$11.0K0.00%––
Filbrandt Wealth Management, LLC150$11.0K0.01%––
Wealthcare Capital Management LLC165$12.0K0.00%––
Jackson, Grant Investment Advisers, Inc.161$12.0K0.01%––
Better Money Decisions, LLC162$12.0K0.01%––
Sofos Investments, Inc.166$12.5K0.26%––
NVWM, LLC171$13.0K0.01%––
IAG Wealth Partners, LLC160$13.0K0.00%––
Close Asset Management Ltd180$14.0K0.00%––
Evolution Wealth Advisors, LLC184$14.0K0.00%––
Hoover Financial Advisors, Inc.171$14.0K0.00%––
Bellwether Advisors, LLC188$14.0K0.01%––
Baron Financial Group, LLC188$14.2K0.01%––
MV Capital Management, Inc.204$15.0K0.00%––
Retirement Group, LLC209$16.0K0.01%––
Ellis Investment Partners, LLC221$17.0K0.00%––
Halpern Financial, Inc.229$17.2K0.01%––
Resolute Partners Group306$18.0K0.00%––
Pacific Center for Financial Services250$19.0K0.01%––
MBM Wealth Consultants, LLC271$20.0K0.01%––
Lowe Wealth Advisors, LLC279$21.0K0.01%––
Kelly Financial Services LLC310$23.3K0.01%––
Neo Ivy Capital Management326$25.0K0.03%––
Front Row Advisors LLC332$25.0K0.01%––
Column Capital Advisors, LLC340$26.0K0.01%––
Dividend Assets Capital, LLC355$27.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC411$30.0K0.00%––
Lederer & Associates Investment Counsel400$30.1K0.02%––
Versant Capital Management, Inc413$31.0K0.01%––
Sageworth Trust Co435$33.0K0.00%––
Liberty Wealth Management LLC487$34.0K0.02%––
Solstein Capital, LLC465$35.0K0.05%––
Firestone Capital Management463$35.0K0.01%––
PrairieView Partners, LLC491$37.0K0.01%––
Sage Private Wealth Group, LLC526$40.0K0.07%––
West Financial Advisors, LLC550$41.0K0.01%––
Marquette Asset Management, LLC560$42.0K0.01%––
RMR Wealth Builders560$42.0K0.01%––
Earnest Partners LLC597$45.0K0.00%––
Providence Capital Advisors, LLC600$45.0K0.02%––
Lloyd Advisory Services, LLC.607$46.0K0.03%––
Bray Capital Advisors630$47.0K0.01%––
Meridian Wealth Partners, LLC614$47.0K0.01%––
Arrow Financial Corp659$49.0K0.01%––
CKW Financial Group650$49.0K0.01%––
Reilly Financial Advisors, LLC669$50.0K0.00%––
Park Circle Co700$53.0K0.05%––
Maj Invest Holding A/S700$53.0K0.00%––
S.A. Mason LLC711$53.0K0.04%––
Laurel Wealth Planning LLC710$53.0K0.05%––
NuWave Investment Management, LLC740$56.0K0.07%––
Tarbox Family Office, Inc.747$56.0K0.01%––
Tacita Capital Inc750$56.0K0.04%––
Perennial Advisors, LLC761$57.0K0.02%––
First Financial Corp775$58.0K0.04%––