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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, Q2 2021

Institutional positions in CVS Health Corp as of Jun 30, 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
2,068
+57 vs. Q1 2021
Shares held
1.02B
+27.9M (+2.8%) vs. Q1 2021
Total value
$85.0B
+$10.5B (+14.1%) vs. Q1 2021
New holders
156
892 more added
Sold out
99
776 more reduced

23 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 2,068 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 heldQ2 2021: $85.0B
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, Q2 2021

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2021.

Institutions holding CVS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc107,495,739$8.97B0.22%+1,170,549+1.1%Added
BlackRock Inc.96,490,010$8.05B0.23%+1,927,510+2.0%Added
State Street Corp54,535,214$4.55B0.24%+1,362,699+2.6%Added
Capital World Investors46,105,742$3.85B0.65%+8,917,684+24.0%Added
Capital International Investors27,400,512$2.29B0.52%+9,809,050+55.8%Added
Morgan Stanley22,137,358$1.85B0.24%−2,388,184−9.7%Reduced
FMR LLC21,775,610$1.82B0.14%−2,286,858−9.5%Reduced
Geode Capital Management, LLC21,149,369$1.76B0.24%+678,557+3.3%Added
JPMorgan Chase & Co18,017,348$1.50B0.19%+2,144,240+13.5%Added
Bank of America Corp17,254,280$1.44B0.16%−187,587−1.1%Reduced
Northern Trust Corp16,419,929$1.37B0.24%−183,106−1.1%Reduced
Dodge & Cox15,723,074$1.31B0.86%−441,911−2.7%Reduced
Franklin Resources Inc14,456,085$1.21B0.46%−5,498,276−27.6%Reduced
Royal Bank of Canada14,409,146$1.20B0.34%−1,543,380−9.7%Reduced
Bank of New York Mellon Corp14,205,107$1.19B0.23%+1,107,604+8.5%Added
Norges Bank13,691,662$1.14B0.25%−643,470−4.5%Reduced
Invesco Ltd.13,366,165$1.12B0.27%+190,018+1.4%Added
Price T Rowe Associates Inc12,939,581$1.08B0.10%+903,835+7.5%Added
Dimensional Fund Advisors LP11,861,647$989.7M0.31%−221,572−1.8%Reduced
Wells Fargo & Company11,553,991$964.1M0.22%−769,889−6.2%Reduced
Charles Schwab Investment Management Inc10,920,703$911.2M0.30%+187,276+1.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main9,625,496$803.1M1.33%+5,727,031+146.9%Added
Macquarie Group Ltd9,579,651$799.3M0.66%+56,454+0.6%Added
Legal & General Group Plc9,371,555$782.0M0.26%+563,402+6.4%Added
Nordea Investment Management AB9,185,892$766.5M1.03%+6,219+0.1%Added
Ameriprise Financial Inc8,585,365$721.0M0.22%+485,427+6.0%Added
Harris Associates L PSuperinvestorHarris Associates (Oakmark)8,550,865$713.5M1.14%−3,3840.0%Reduced
Veritas Asset Management LLP8,177,913$682.4M3.82%−3,242,430−28.4%Reduced
Wellington Management Group LLP8,079,935$674.2M0.11%−3,121,027−27.9%Reduced
UBS Group AG8,057,254$672.3M0.28%−67,811−0.8%Reduced
Caisse de Depot Et Placement du Quebec7,698,872$642.4M1.39%−309,955−3.9%Reduced
Goldman Sachs Group Inc6,462,985$539.3M0.15%+841,104+15.0%Added
LSV Asset Management6,379,759$532.3M0.91%−27,888−0.4%Reduced
Barrow Hanley Mewhinney & Strauss LLC6,338,190$528.9M1.70%−402,271−6.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.6,337,742$528.8M0.31%+63,628+1.0%Added
Parametric Portfolio Associates LLC5,402,215$450.8M0.25%+282,615+5.5%Added
Swiss National Bank5,347,210$446.2M0.28%+313,509+6.2%Added
UBS Asset Management Americas Inc5,267,440$439.5M0.19%−164,864−3.0%Reduced
Nuveen Asset Management, LLC4,885,965$407.7M0.12%−23,581−0.5%Reduced
Janus Henderson Group PLC4,783,455$399.1M0.17%+31,362+0.7%Added
Bank of Montreal4,557,118$397.8M0.21%+610,151+15.5%Added
Boston Partners4,557,356$380.2M0.48%+946,028+26.2%Added
Primecap Management Co4,382,935$365.7M0.25%−124,270−2.8%Reduced
Deutsche Bank AG4,350,775$363.0M0.18%+576,576+15.3%Added
Canada Pension Plan Investment Board3,747,441$312.7M0.37%+1,827,696+95.2%Added
Hotchkis & Wiley Capital Management LLC3,495,808$291.7M0.89%+3,495,808New
Coho Partners, Ltd.3,291,168$274.6M4.30%+19,147+0.6%Added
Raymond James & Associates3,259,352$272.0M0.25%+101,212+3.2%Added
Truist Financial Corp3,146,806$262.6M0.43%−109,016−3.3%Reduced
California Public Employees Retirement System3,118,710$260.2M0.20%−37,404−1.2%Reduced
Lazard Asset Management LLC3,105,477$259.1M0.29%−44,594−1.4%Reduced
Barclays PLC2,978,850$248.6M0.20%+396,743+15.4%Added
Citigroup Inc2,966,289$247.5M0.22%+1,522,698+105.5%Added
New York State Common Retirement Fund2,958,978$246.9M0.26%+17,964+0.6%Added
Haverford Trust Co2,546,267$212.5M2.50%+35,692+1.4%Added
Clearbridge Investments, LLC2,474,933$206.5M0.14%+35,694+1.5%Added
Rhumbline Advisers2,415,905$201.6M0.26%−119,967−4.7%Reduced
Amundi2,414,440$201.5M0.14%+2,414,440New
California State Teachers Retirement System2,326,372$194.1M0.24%−106,898−4.4%Reduced
Susquehanna International Group, LLP2,254,932$188.2M0.21%+327,155+17.0%Added
British Columbia Investment Management Corp2,170,273$181.1M1.11%−472,352−17.9%Reduced
American Century Companies Inc2,165,954$180.7M0.12%−427,005−16.5%Reduced
HSBC Holdings PLC2,135,438$178.2M0.21%−464,819−17.9%Reduced
SRB Corp2,130,282$177.8M11.53%00.0%Unchanged
Envestnet Asset Management Inc2,071,304$172.8M0.10%−18,656−0.9%Reduced
Raymond James Financial Services Advisors, Inc.2,042,139$170.4M0.35%−87,845−4.1%Reduced
Scharf Investments, LLC2,002,124$167.1M5.07%+75,970+3.9%Added
Brandywine Global Investment Management, LLC1,988,427$165.9M1.23%+1,059,360+114.0%Added
Credit Suisse AG1,892,329$158.0M0.12%−331,916−14.9%Reduced
State of Michigan Retirement System1,817,063$151.6M0.89%+147,100+8.8%Added
Alliancebernstein L.P.1,815,790$151.5M0.06%+10,458+0.6%Added
National Pension Service1,802,642$150.4M0.29%+30,261+1.7%Added
Eaton Vance Management1,791,292$149.5M0.20%+5,530+0.3%Added
Russell Investments Group, Ltd.1,714,332$143.0M0.24%+187,338+12.3%Added
Principal Financial Group Inc1,701,022$141.9M0.09%+35,316+2.1%Added
Allianz Asset Management GmbH1,665,619$139.0M0.12%+458,680+38.0%Added
New York State Teachers Retirement System1,663,656$138.8M0.29%−71,471−4.1%Reduced
DekaBank Deutsche Girozentrale1,664,541$138.0M0.40%−141,252−7.8%Reduced
State Board of Administration of Florida Retirement System1,639,932$136.8M0.26%−47,218−2.8%Reduced
Putnam Investments LLC1,636,166$136.5M0.21%+129,237+8.6%Added
Pensioenfonds Rail & Ov1,631,571$136.1M2.97%00.0%Unchanged
Kiltearn Partners LLP1,631,509$136.1M5.45%−15,400−0.9%Reduced
Silvercrest Asset Management Group LLC1,624,509$135.5M0.89%−22,124−1.3%Reduced
Renaissance Technologies LLC1,541,095$128.6M0.16%−250,358−14.0%Reduced
Robeco Institutional Asset Management B.V.1,531,429$127.8M0.28%+173,543+12.8%Added
M&G Investment Management Ltd1,525,892$126.6M0.66%+276,944+22.2%Added
Prudential Financial Inc1,497,971$125.0M0.17%+176,914+13.4%Added
Ensign Peak Advisors, Inc1,460,575$121.9M0.25%+30,440+2.1%Added
Adage Capital Partners GP, L.L.C.1,432,574$119.5M0.23%−22,800−1.6%Reduced
Westwood Holdings Group Inc.1,401,778$117.0M1.18%−8,476−0.6%Reduced
Stifel Financial Corp1,391,560$116.1M0.17%+18,759+1.4%Added
Regions Financial Corp1,335,634$111.4M0.96%−44,757−3.2%Reduced
Great West Life Assurance Co1,325,002$110.5M0.25%+68,515+5.5%Added
The PNC Financial Services Group, Inc.1,285,767$107.3M0.10%+2,640+0.2%Added
Chevy Chase Trust Holdings, Inc.1,277,242$106.6M0.36%−12,840−1.0%Reduced
Manufacturers Life Insurance Company, The1,275,408$106.4M0.09%−16,226−1.3%Reduced
HealthCor Management, L.P.1,267,330$105.7M4.34%+1,267,330New
Standard Life Aberdeen plc1,261,827$105.3M0.23%+379,203+43.0%Added
Victory Capital Management Inc1,252,277$104.5M0.10%+54,295+4.5%Added
Focused Investors LLC1,250,500$104.3M3.32%+479,500+62.2%Added