CVS Health Corp

CVS

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

SEC filings (opens in a new tab)

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

Value heldQ2 2021: $85.0B

Institutions holding CVS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,074	$117.5B
Q1 2026	1,881	$79.4B
Q4 2025	1,950	$89.8B
Q3 2025	1,838	$82.5B
Q2 2025	1,760	$75.6B
Q1 2025	1,755	$73.3B
Q4 2024	1,674	$47.1B
Q3 2024	1,848	$63.9B
Q2 2024	1,918	$60.6B
Q1 2024	2,184	$80.1B
Q4 2023	2,265	$80.4B
Q3 2023	2,121	$70.0B
Q2 2023	2,211	$68.9B
Q1 2023	2,276	$74.2B
Q4 2022	2,412	$95.7B
Q3 2022	2,331	$98.9B
Q2 2022	2,312	$95.5B
Q1 2022	2,368	$104.3B
Q4 2021	2,346	$106.3B
Q3 2021	2,077	$86.5B
Q2 2021	2,068	$85.0B
Q1 2021	2,034	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Farmers National Bank	52,479	$0	–	−869−1.6%	Reduced
Financial Enhancement Group LLC	2	$0	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	25,866	$310	0.01%	+25,556+8,243.9%	Added
WestEnd Advisors, LLC	–	$834	0.00%	–	New
Psagot Investment House Ltd.	6	$1.00K	0.00%	−179,471−100.0%	Reduced
Cypress Capital, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	15	$1.00K	0.00%	00.0%	Unchanged
First Bank & Trust	27	$2.00K	0.00%	−52−65.8%	Reduced
Horizon Financial Services, LLC	22	$2.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	27	$2.00K	0.00%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	19	$2.00K	0.00%	00.0%	Unchanged
Baldrige Asset Management LLC	29	$2.00K	0.00%	+29	New
Lake Point Wealth Management	20	$2.00K	0.00%	+20	New
Advanced Research Investment Solutions, LLC	30	$3.00K	0.00%	00.0%	Unchanged
Flagship Private Wealth, LLC	45	$3.69K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	52	$4.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	51	$4.00K	0.00%	+1+2.0%	Added
Cedar Wealth Management, LLC	48	$4.00K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	51	$4.00K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	46	$4.00K	0.00%	00.0%	Unchanged
Phoenix Wealth Advisors	45	$4.00K	0.00%	00.0%	Unchanged
First Personal Financial Services	64	$5.00K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	60	$5.00K	0.00%	00.0%	Unchanged
Leelyn Smith, LLC	65	$5.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	62	$5.00K	0.00%	00.0%	Unchanged
Gleason Group, Inc.	54	$5.00K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	56	$5.00K	0.00%	+56	New
Tucker Asset Management LLC	69	$5.76K	0.00%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	68	$6.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	68	$6.00K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	81	$7.00K	0.00%	−1−1.2%	Reduced
Cypress Point Wealth Management, LLC	83	$7.00K	0.00%	00.0%	Unchanged
IronBridge Private Wealth, LLC	84	$7.00K	0.00%	00.0%	Unchanged
Ossiam	103	$8.00K	0.00%	−152,578−99.9%	Reduced
Macroview Investment Management LLC	101	$8.00K	0.01%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	100	$8.00K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	100	$8.00K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory, LLC	100	$8.00K	0.01%	00.0%	Unchanged
Stonebridge Financial Planning Group, LLC	100	$8.00K	0.00%	00.0%	Unchanged
Alaethes Wealth LLC	95	$8.00K	0.01%	+95	New
Eukles Asset Management	120	$10.0K	0.01%	00.0%	Unchanged
Acima Private Wealth, LLC	115	$10.0K	0.00%	00.0%	Unchanged
Personal Wealth Partners	120	$10.0K	0.00%	+120	New
Ironwood Financial, llc	126	$11.0K	0.00%	+41+48.2%	Added
Hoese & Co LLP	131	$11.0K	0.01%	+131	New
Capital Advisors, Ltd. LLC	140	$12.0K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	141	$12.0K	0.00%	+84+147.4%	Added
Eubel Brady & Suttman Asset Management Inc	155	$12.0K	0.00%	+155	New
Stephenson National Bank & Trust	150	$13.0K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	150	$13.0K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	150	$13.0K	0.01%	00.0%	Unchanged
Hoover Financial Advisors, Inc.	171	$14.0K	0.00%	00.0%	Unchanged
NVWM, LLC	171	$14.0K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	161	$14.0K	0.01%	+1+0.6%	Added
Better Money Decisions, LLC	163	$14.0K	0.01%	+1+0.6%	Added
Close Asset Management Ltd	180	$15.0K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	184	$15.0K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	188	$15.0K	0.01%	00.0%	Unchanged
Baron Financial Group, LLC	190	$15.8K	0.01%	+2+1.1%	Added
Retirement Group, LLC	209	$17.0K	0.01%	00.0%	Unchanged
Tfo-TDC, LLC	200	$17.0K	0.00%	+200	New
Raffa Wealth Management, LLC	214	$17.9K	0.01%	−1,000−82.4%	Reduced
Ellis Investment Partners, LLC	221	$18.0K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	233	$19.0K	0.01%	+215+1,194.4%	Added
SRS Capital Advisors, Inc.	225	$19.0K	0.00%	+225	New
Halpern Financial, Inc.	229	$19.1K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	254	$21.0K	0.01%	−159−38.5%	Reduced
Pacific Center for Financial Services	250	$21.0K	0.01%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	266	$22.0K	0.01%	+105+65.2%	Added
Lowe Wealth Advisors, LLC	281	$23.0K	0.01%	+2+0.7%	Added
MBM Wealth Consultants, LLC	271	$23.0K	0.01%	00.0%	Unchanged
Penserra Capital Management LLC	300	$25.0K	0.00%	+300	New
Resolute Partners Group	306	$26.0K	0.00%	00.0%	Unchanged
Atlas Private Wealth Advisors	320	$27.0K	0.01%	−850−72.6%	Reduced
Exane Derivatives	331	$27.0K	0.01%	+331	New
Column Capital Advisors, LLC	340	$28.0K	0.01%	00.0%	Unchanged
Ford Financial Group, LLC	341	$28.0K	0.01%	+341	New
Dividend Assets Capital, LLC	355	$30.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	361	$30.1K	0.01%	−26,797−98.7%	Reduced
Front Row Advisors LLC	365	$31.0K	0.01%	+33+9.9%	Added
Castleview Partners, LLC	377	$31.0K	0.01%	+377	New
MV Capital Management, Inc.	400	$33.0K	0.01%	+196+96.1%	Added
Reilly Financial Advisors, LLC	410	$34.0K	0.00%	−259−38.7%	Reduced
Liberty Wealth Management LLC	419	$35.0K	0.01%	−68−14.0%	Reduced
Heritage Wealth Management, LLC	426	$36.0K	0.01%	−625−59.5%	Reduced
D'Orazio & Associates, Inc.	435	$36.0K	0.01%	+435	New
Loomis Sayles & Co L P	453	$38.0K	0.00%	−67,387−99.3%	Reduced
Smith Asset Management Group LP	450	$38.0K	0.00%	+450	New
Solstein Capital, LLC	465	$39.0K	0.05%	00.0%	Unchanged
Firestone Capital Management	465	$39.0K	0.01%	+2+0.4%	Added
PrairieView Partners, LLC	479	$40.0K	0.01%	−12−2.4%	Reduced
Albion Financial Group	482	$40.0K	0.00%	+482	New
Sage Private Wealth Group, LLC	528	$44.0K	0.06%	+2+0.4%	Added
West Financial Advisors, LLC	550	$46.0K	0.01%	00.0%	Unchanged
Strategic Blueprint, LLC	551	$46.0K	0.01%	+551	New
Marquette Asset Management, LLC	560	$47.0K	0.01%	00.0%	Unchanged
Hillsdale Investment Management Inc.	580	$48.0K	0.00%	+580	New
Emerald Advisers, LLC	584	$49.0K	0.00%	+584	New
Earnest Partners LLC	597	$50.0K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	600	$50.0K	0.02%	00.0%	Unchanged