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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in CVS Health Corp as of Dec 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
2,346
+307 vs. Q3 2021
Shares held
1.03B
+14.0M (+1.4%) vs. Q3 2021
Total value
$106.3B
+$20.0B (+23.1%) vs. Q3 2021
New holders
382
898 more added
Sold out
75
835 more reduced

38 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 2,346 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 heldQ4 2021: $106.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q3 2021.

Institutions holding CVS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Enhancement Group LLC2$00.00%00.0%Unchanged
Rather & Kittrell, Inc.4$00.00%+4New
Steward Financial Group LLC2$00.00%+2New
Private Ocean, LLC5$1.00K0.00%+5New
Aquire Wealth Advisors, LLC13$1.00K0.00%+13New
Dark Forest Capital Management LP6$1.00K0.00%+6New
Karlinski Andrew C11$1.00K0.00%+11New
WestEnd Advisors, LLC10$1.03K0.00%––
Pin Oak Investment Advisors Inc19$2.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC15$2.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC22$2.27K0.00%00.0%Unchanged
First Bank & Trust27$3.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC27$3.00K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC25$3.00K0.00%+25New
Old Second National Bank of Aurora52$4.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd46$5.00K0.00%00.0%Unchanged
Burleson & Company, LLC52$5.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.50$5.00K0.00%+25+100.0%Added
Globeflex Capital L P53$5.00K0.00%+53New
RE Dickinson Investment Advisors, LLC50$5.00K0.00%+50New
Morton Brown Family Wealth, LLC45$5.00K0.00%+45New
James Reed Financial Services, Inc.50$5.00K0.00%+50New
Core Wealth Advisors, Inc.60$6.00K0.00%00.0%Unchanged
Gleason Group, Inc.55$6.00K0.00%+1+1.9%Added
Schubert & Co63$6.00K0.01%+63New
Leelyn Smith, LLC65$7.00K0.00%00.0%Unchanged
Activest Wealth Management68$7.00K0.00%00.0%Unchanged
Outfitter Financial LLC65$7.00K0.01%+65New
Raleigh Capital Management Inc.65$7.00K0.01%+65New
Mizuho Securities Co. Ltd.81$8.00K0.00%−1−1.2%Reduced
Cranbrook Wealth Management, LLC76$8.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC76$8.00K0.00%+28+58.3%Added
Halpern Financial, Inc.83$8.56K0.00%−146−63.8%Reduced
NVWM, LLC100$9.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC91$9.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC85$9.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC100$10.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC100$10.0K0.01%00.0%Unchanged
Alaethes Wealth LLC95$10.0K0.01%00.0%Unchanged
Advanced Research Investment Solutions, LLC105$10.0K0.00%+75+250.0%Added
Stonebridge Financial Planning Group, LLC100$11.0K0.01%00.0%Unchanged
Macroview Investment Management LLC106$11.0K0.01%+1+1.0%Added
Savior LLC105$11.0K0.01%00.0%Unchanged
Eukles Asset Management120$12.0K0.01%00.0%Unchanged
O'Dell Group, LLC117$12.0K0.00%00.0%Unchanged
Acima Private Wealth, LLC115$12.0K0.01%00.0%Unchanged
Rinkey Investments120$12.0K0.01%+120New
Hoese & Co LLP131$14.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.139$14.0K0.01%+71+104.4%Added
PFS Partners, LLC136$14.0K0.01%+136New
Moisand Fitzgerald Tamayo, LLC150$15.0K0.00%00.0%Unchanged
American National Bank148$15.0K0.00%+148New
Kenfarb & Co.148$15.0K0.01%+148New
Ulland Investment Advisors, LLC141$15.0K0.01%+141New
First Personal Financial Services157$16.0K0.00%+93+145.3%Added
Tucker Asset Management LLC156$16.2K0.01%+87+126.1%Added
MBM Wealth Consultants, LLC160$17.0K0.01%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC165$17.0K0.01%+165New
Close Asset Management Ltd180$19.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC188$19.0K0.02%+188New
Baron Financial Group, LLC192$19.8K0.01%+1+0.5%Added
Ford Financial Group, LLC199$20.0K0.01%+199New
FSC Wealth Advisors, LLC195$20.0K0.01%+195New
Lake Point Wealth Management202$21.0K0.01%+200+10,000.0%Added
Monolith Advisors202$21.0K0.02%+202New
Retirement Group, LLC209$22.0K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.210$22.0K0.01%+210New
Versant Capital Management, Inc230$24.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC235$24.0K0.01%+72+44.2%Added
SJS Investment Consulting Inc.229$24.0K0.01%+229New
West Bancorporation Inc245$25.0K0.02%+245New
Surevest, LLC241$25.0K0.01%+241New
Pacific Center for Financial Services250$26.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC254$26.2K0.01%+40+18.7%Added
Jackson, Grant Investment Advisers, Inc.268$28.0K0.01%+1+0.4%Added
Loomis Sayles & Co L P290$30.0K0.00%−164−36.1%Reduced
Sageworth Trust Co283$30.0K0.00%−152−34.9%Reduced
Investmark Advisory Group LLC307$31.0K0.03%+307New
Kelly Financial Services LLC310$32.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC323$33.0K0.01%−750−69.9%Reduced
Capital Advisors, Ltd. LLC316$33.0K0.01%+176+125.7%Added
Institutional & Family Asset Management, LLC328$34.0K0.01%−504−60.6%Reduced
Column Capital Advisors, LLC331$34.0K0.01%−9−2.6%Reduced
Albion Financial Group341$35.0K0.00%−141−29.3%Reduced
Ellis Investment Partners, LLC342$35.0K0.01%+70+25.7%Added
Penserra Capital Management LLC366$37.0K0.00%−6−1.6%Reduced
Dividend Assets Capital, LLC355$37.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust358$37.0K0.02%+208+138.7%Added
Financial Perspectives, Inc362$37.3K0.02%+1+0.3%Added
Lowe Wealth Advisors, LLC383$39.0K0.02%+101+35.8%Added
Maryland Capital Advisors Inc.378$39.0K0.03%+378New
Rise Advisors, LLC396$40.8K0.04%+396New
Bell Investment Advisors, Inc401$41.0K0.01%+92+29.8%Added
PrairieView Partners, LLC407$42.0K0.01%00.0%Unchanged
Arlington Partners LLC428$44.0K0.01%+428New
First Community Trust NA445$45.9K0.04%+445New
Smith Group Asset Management, LLC450$46.0K0.00%00.0%Unchanged
Solstein Capital, LLC465$48.0K0.03%00.0%Unchanged
Guardian Wealth Management, Inc.471$49.0K0.05%+471New
Antonetti Capital Management LLC500$52.0K0.04%00.0%Unchanged