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 2022
Institutional positions in CVS Health Corp as of Mar 31, 2022. 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
- 2,368
- +51 vs. Q4 2021
- Shares held
- 1.03B
- −133.9K (0.0%) vs. Q4 2021
- Total value
- $104.3B
- −$1.97B (−1.9%) vs. Q4 2021
- New holders
- 173
- 884 more added
- Sold out
- 122
- 1,070 more reduced
29 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4 | $399 | 0.32% | −4,046−99.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | −140−93.3% | Reduced |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 109,712 | $1.00K | 0.00% | +109,712 | New |
| WestEnd Advisors, LLC | – | $1.31K | 0.00% | – | – |
| Clearview Wealth Advisors LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $2.00K | 0.00% | +16 | New |
| First Bank & Trust | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 32 | $3.00K | 0.00% | +32 | New |
| Lee Financial Co | 38 | $4.00K | 0.00% | −996−96.3% | Reduced |
| Lansing Street Advisors | 40 | $4.00K | 0.00% | +40 | New |
| O'Dell Group, LLC | 52 | $5.00K | 0.00% | −65−55.6% | Reduced |
| Globeflex Capital L P | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 68 | $6.00K | 0.00% | −38,823−99.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $6.00K | 0.01% | −150−71.4% | Reduced |
| Core Wealth Advisors, Inc. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 69 | $6.98K | 0.00% | −87−55.8% | Reduced |
| Leelyn Smith, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 69 | $7.00K | 0.00% | +17+32.7% | Added |
| Beaird Harris Wealth Management, LLC | 79 | $8.00K | 0.00% | −2,921−97.4% | Reduced |
| Albion Financial Group | 86 | $8.00K | 0.00% | −255−74.8% | Reduced |
| Mizuho Securities Co. Ltd. | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 81 | $8.20K | 0.00% | +81 | New |
| Halpern Financial, Inc. | 83 | $8.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 84 | $9.00K | 0.01% | +16+23.5% | Added |
| Disciplined Investments, LLC | 84 | $9.00K | 0.00% | +84 | New |
| Professional Financial Advisors, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 105 | $11.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 113 | $11.0K | 0.00% | +63+126.0% | Added |
| Eukles Asset Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 115 | $12.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 120 | $12.0K | 0.01% | +15+14.3% | Added |
| Hoese & Co LLP | 131 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 133 | $13.5K | 0.01% | +133 | New |
| PFS Partners, LLC | 136 | $13.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 141 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 134 | $14.0K | 0.01% | +134 | New |
| First Personal Financial Services | 149 | $15.0K | 0.00% | −8−5.1% | Reduced |
| Kenfarb & Co. | 148 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 165 | $17.0K | 0.00% | +165 | New |
| De Burlo Group Inc | 180 | $18.2K | 0.00% | +180 | New |
| Close Asset Management Ltd | 180 | $19.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 189 | $19.0K | 0.02% | +126+200.0% | Added |
| Baron Financial Group, LLC | 193 | $19.5K | 0.01% | +1+0.5% | Added |
| Lake Point Wealth Management | 202 | $20.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 195 | $20.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 198 | $20.0K | 0.01% | +98+98.0% | Added |
| Monolith Advisors | 202 | $21.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 226 | $23.0K | 0.02% | +226 | New |
| Surevest, LLC | 241 | $24.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 242 | $24.0K | 0.01% | +12+5.2% | Added |
| Siena Capital LLC | 233 | $24.0K | 0.01% | +233 | New |
| Pacific Center for Financial Services | 250 | $25.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 244 | $25.0K | 0.01% | +35+16.7% | Added |
| Macroview Investment Management LLC | 242 | $25.0K | 0.04% | +136+128.3% | Added |
| Raffa Wealth Management, LLC | 254 | $25.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 259 | $26.0K | 0.01% | +24+10.2% | Added |
| Win Advisors, Inc | 253 | $26.0K | 0.01% | +253 | New |
| Jackson, Grant Investment Advisers, Inc. | 269 | $27.0K | 0.01% | +1+0.4% | Added |
| SJS Investment Consulting Inc. | 265 | $27.0K | 0.01% | +36+15.7% | Added |
| Claremont Financial Group, Inc. | 270 | $28.0K | 0.12% | +270 | New |
| Sageworth Trust Co | 283 | $29.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 310 | $31.0K | 0.01% | +171+123.0% | Added |
| Kelly Financial Services LLC | 310 | $31.4K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 323 | $32.0K | 0.01% | −19−5.6% | Reduced |
| Alpha Paradigm Partners, LLC | 314 | $32.0K | 0.01% | +314 | New |
| Dividend Assets Capital, LLC | 328 | $33.0K | 0.01% | −27−7.6% | Reduced |
| Capital Advisors, Ltd. LLC | 322 | $33.0K | 0.01% | +6+1.9% | Added |
| Institutional & Family Asset Management, LLC | 350 | $35.0K | 0.01% | +22+6.7% | Added |
| Stephenson National Bank & Trust | 358 | $36.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 362 | $36.6K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 384 | $38.0K | 0.01% | −492−56.2% | Reduced |
| Maryland Capital Advisors Inc. | 378 | $38.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 384 | $39.0K | 0.02% | +1+0.3% | Added |
| Rise Advisors, LLC | 398 | $40.0K | 0.04% | +2+0.5% | Added |
| Carl Stuart Investment Advisor, Inc | 402 | $40.7K | 0.03% | +402 | New |
| American National Bank | 407 | $41.0K | 0.01% | +259+175.0% | Added |
| PrairieView Partners, LLC | 426 | $43.0K | 0.01% | +19+4.7% | Added |
| First Community Trust NA | 445 | $45.0K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 450 | $46.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 465 | $47.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 474 | $48.0K | 0.05% | +3+0.6% | Added |
| Tarbox Family Office, Inc. | 483 | $49.0K | 0.01% | −214−30.7% | Reduced |
| Greenwood Capital Associates LLC | 490 | $50.0K | 0.01% | −2,321−82.6% | Reduced |
| Lloyd Advisory Services, LLC. | 493 | $50.0K | 0.02% | −78−13.7% | Reduced |
| Antonetti Capital Management LLC | 500 | $51.0K | 0.05% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 507 | $51.0K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $51.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 528 | $53.0K | 0.01% | +100+23.4% | Added |