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, Q3 2021

Institutional positions in CVS Health Corp as of Sep 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: 2,077; +35 vs. Q2 2021
Shares held: 1.02B; +1.01M (+0.1%) vs. Q2 2021
Total value: $86.5B; +$1.60B (+1.9%) vs. Q2 2021
New holders: 120; 945 more added
Sold out: 85; 736 more reduced

26 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 2,077 institutions

Value heldQ3 2021: $86.5B

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, Q3 2021

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2021.

Institutions holding CVS in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Lake Point Wealth Management	2	$0	0.00%	−18−90.0%	Reduced
Psagot Investment House Ltd.	5	$0	0.00%	−1−16.7%	Reduced
Financial Enhancement Group LLC	2	$0	0.00%	00.0%	Unchanged
Psagot Value Holdings Ltd. / (Israel)	5	$0	0.00%	+5	New
WestEnd Advisors, LLC	–	$848	0.00%	–	–
Clearview Wealth Advisors LLC	15	$1.00K	0.00%	00.0%	Unchanged
Red Tortoise LLC	17	$1.00K	0.00%	+17	New
SRS Capital Advisors, Inc.	25	$2.00K	0.00%	−200−88.9%	Reduced
Pin Oak Investment Advisors Inc	19	$2.00K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	22	$2.00K	0.00%	00.0%	Unchanged
First Bank & Trust	27	$2.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	27	$2.00K	0.00%	00.0%	Unchanged
Certified Advisory Corp	25	$2.00K	0.00%	+25	New
Advanced Research Investment Solutions, LLC	30	$2.55K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	52	$4.00K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	46	$4.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	51	$4.00K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	48	$4.00K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	52	$4.00K	0.00%	+1+2.0%	Added
Spectrum Management Group, LLC	50	$4.00K	0.00%	+50	New
First Personal Financial Services	64	$5.00K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	60	$5.00K	0.00%	00.0%	Unchanged
Gleason Group, Inc.	54	$5.00K	0.00%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	68	$6.00K	0.01%	00.0%	Unchanged
Activest Wealth Management	68	$6.00K	0.00%	00.0%	Unchanged
Leelyn Smith, LLC	65	$6.00K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	76	$6.00K	0.00%	+76	New
Tucker Asset Management LLC	69	$6.16K	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	88	$7.00K	0.00%	−112−56.0%	Reduced
Mizuho Securities Co. Ltd.	82	$7.00K	0.00%	+1+1.2%	Added
Cypress Point Wealth Management, LLC	83	$7.00K	0.00%	00.0%	Unchanged
IronBridge Private Wealth, LLC	85	$7.00K	0.00%	+1+1.2%	Added
AGF Investments LLC	91	$8.00K	0.00%	−5,971−98.5%	Reduced
NVWM, LLC	100	$8.00K	0.00%	−71−41.5%	Reduced
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
Alaethes Wealth LLC	95	$8.00K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	91	$8.00K	0.00%	+91	New
Savior LLC	105	$9.00K	0.01%	−3,766−97.3%	Reduced
Macroview Investment Management LLC	105	$9.00K	0.01%	+4+4.0%	Added
Ossiam	103	$9.00K	0.00%	00.0%	Unchanged
Eukles Asset Management	120	$10.0K	0.01%	00.0%	Unchanged
Acima Private Wealth, LLC	115	$10.0K	0.00%	00.0%	Unchanged
Stonebridge Financial Planning Group, LLC	100	$10.0K	0.00%	00.0%	Unchanged
O'Dell Group, LLC	117	$10.0K	0.00%	+117	New
Ironwood Financial, llc	126	$11.0K	0.00%	00.0%	Unchanged
Hoese & Co LLP	131	$11.0K	0.01%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	140	$12.0K	0.00%	00.0%	Unchanged
Stephenson National Bank & Trust	150	$13.0K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	150	$13.0K	0.00%	00.0%	Unchanged
Barrett Asset Management, LLC	149	$13.0K	0.00%	+149	New
MBM Wealth Consultants, LLC	160	$14.0K	0.01%	−111−41.0%	Reduced
IAG Wealth Partners, LLC	163	$14.0K	0.00%	+2+1.2%	Added
Better Money Decisions, LLC	164	$14.0K	0.01%	+1+0.6%	Added
Close Asset Management Ltd	180	$15.0K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	171	$15.0K	0.01%	+21+14.0%	Added
Evolution Wealth Advisors, LLC	184	$16.0K	0.00%	00.0%	Unchanged
Baron Financial Group, LLC	191	$16.2K	0.01%	+1+0.5%	Added
Retirement Group, LLC	209	$18.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	214	$18.2K	0.01%	00.0%	Unchanged
Halpern Financial, Inc.	229	$19.4K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	230	$20.0K	0.01%	−24−9.4%	Reduced
Pacific Center for Financial Services	250	$21.0K	0.01%	00.0%	Unchanged
Syverson Strege & Co	243	$21.0K	0.02%	+243	New
Jackson, Grant Investment Advisers, Inc.	267	$23.0K	0.01%	+1+0.4%	Added
Ellis Investment Partners, LLC	272	$23.0K	0.01%	+51+23.1%	Added
Lowe Wealth Advisors, LLC	282	$24.0K	0.01%	+1+0.4%	Added
Harel Insurance Investments & Financial Services Ltd.	300	$25.0K	0.00%	−9,726−97.0%	Reduced
Resolute Partners Group	306	$26.0K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	309	$26.0K	0.01%	+309	New
Kelly Financial Services LLC	310	$26.3K	0.01%	−25,556−98.8%	Reduced
CVA Family Office, LLC	457	$27.0K	0.02%	−1,410−75.5%	Reduced
Atlas Private Wealth Advisors	320	$27.0K	0.01%	00.0%	Unchanged
Exane Derivatives	331	$28.1K	0.01%	00.0%	Unchanged
Column Capital Advisors, LLC	340	$29.0K	0.01%	00.0%	Unchanged
Dividend Assets Capital, LLC	355	$30.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	361	$30.7K	0.02%	00.0%	Unchanged
Front Row Advisors LLC	365	$31.0K	0.01%	00.0%	Unchanged
Penserra Capital Management LLC	372	$31.0K	0.00%	+72+24.0%	Added
PrairieView Partners, LLC	407	$35.0K	0.01%	−72−15.0%	Reduced
Heritage Wealth Management, LLC	424	$36.0K	0.01%	−2−0.5%	Reduced
Sageworth Trust Co	435	$37.0K	0.00%	−4,548−91.3%	Reduced
Cahill Financial Advisors Inc	433	$37.0K	0.01%	+433	New
Smith Group Asset Management, LLC	450	$38.0K	0.00%	+450	New
Solstein Capital, LLC	465	$39.0K	0.02%	00.0%	Unchanged
Firestone Capital Management	465	$39.0K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	454	$39.0K	0.00%	+1+0.2%	Added
Albion Financial Group	482	$41.0K	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	500	$42.0K	0.03%	+500	New
Tower View Investment Management & Research LLC	500	$42.0K	0.02%	+500	New
Liberty Wealth Management LLC	512	$44.0K	0.02%	+93+22.2%	Added
Sage Private Wealth Group, LLC	531	$45.0K	0.06%	+3+0.6%	Added
Lloyd Advisory Services, LLC.	571	$48.0K	0.02%	−36−5.9%	Reduced
Hillsdale Investment Management Inc.	560	$48.0K	0.00%	−20−3.4%	Reduced
Marquette Asset Management, LLC	560	$48.0K	0.01%	00.0%	Unchanged
Reilly Financial Advisors, LLC	564	$48.0K	0.00%	+154+37.6%	Added
Tacita Capital Inc	600	$51.0K	0.03%	−150−20.0%	Reduced
Earnest Partners LLC	597	$51.0K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	600	$51.0K	0.02%	00.0%	Unchanged
Bray Capital Advisors	630	$53.0K	0.01%	00.0%	Unchanged