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
- 2,367
- +50 vs. Q4 2021
- Shares held
- 1.03B
- −136.2K (0.0%) vs. Q4 2021
- Total value
- $104.3B
- −$1.97B (−1.9%) vs. Q4 2021
- New holders
- 172
- 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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 7,092 | $718.0K | 0.05% | −600−7.8% | Reduced |
| Ausdal Financial Partners, Inc. | 7,095 | $718.0K | 0.10% | +425+6.4% | Added |
| Orion Capital Management LLC | 7,113 | $720.0K | 0.44% | 00.0% | Unchanged |
| Equitable Trust Co | 7,114 | $720.0K | 0.05% | +186+2.7% | Added |
| Charter Trust Co | 7,143 | $723.0K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,162 | $724.0K | 0.20% | +2,399+50.4% | Added |
| Marcum Wealth, LLC | 7,233 | $732.0K | 0.10% | +13+0.2% | Added |
| Williams Financial, LLC | 7,224 | $732.0K | 0.55% | +40+0.6% | Added |
| Garrett Investment Advisors LLC | 7,237 | $732.0K | 0.18% | +406+5.9% | Added |
| Wealthcare Advisory Partners LLC | 7,274 | $736.0K | 0.04% | −1,001−12.1% | Reduced |
| Institute for Wealth Management, LLC. | 7,299 | $739.0K | 0.12% | −108−1.5% | Reduced |
| Creative Financial Designs Inc | 7,302 | $739.0K | 0.11% | +30.0% | Added |
| Vise Technologies, Inc. | 7,349 | $744.0K | 0.28% | −405−5.2% | Reduced |
| Field & Main Bank | 7,352 | $744.0K | 0.45% | −120−1.6% | Reduced |
| Tranquility Partners, LLC | 7,347 | $744.0K | 0.35% | +395+5.7% | Added |
| Mendel Money Management | 7,389 | $748.0K | 0.37% | +7,389 | New |
| CRA Financial Services, LLC | 7,456 | $755.0K | 0.23% | +836+12.6% | Added |
| Shepherd Financial Partners LLC | 7,475 | $757.0K | 0.14% | +450+6.4% | Added |
| XTX Topco Ltd | 7,487 | $758.0K | 0.33% | +3,523+88.9% | Added |
| Barings LLC | 7,494 | $759.0K | 0.02% | +474+6.8% | Added |
| American National Insurance Co | 7,550 | $764.0K | 0.21% | −4,145−35.4% | Reduced |
| Gsa Capital Partners LLP | 7,571 | $766.0K | 0.10% | −422−5.3% | Reduced |
| Spirit of America Management Corp | 7,611 | $770.0K | 0.15% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 7,649 | $774.0K | 0.47% | −2,286−23.0% | Reduced |
| Icon Wealth Partners, LLC | 7,651 | $774.0K | 0.08% | +7,651 | New |
| Stratos Wealth Advisors, LLC | 7,660 | $775.0K | 0.06% | +27+0.4% | Added |
| NuWave Investment Management, LLC | 7,684 | $778.0K | 1.04% | +7,684 | New |
| International Assets Investment Management, LLC | 7,700 | $779.0K | 0.14% | −1,563−16.9% | Reduced |
| Great Valley Advisor Group, Inc. | 7,728 | $786.0K | 0.05% | −757−8.9% | Reduced |
| Cypress Capital, LLC | 7,779 | $787.0K | 0.10% | −315−3.9% | Reduced |
| Intellectus Partners, LLC | 7,786 | $788.0K | 0.24% | −473−5.7% | Reduced |
| Merit Financial Group, LLC | 7,798 | $789.0K | 0.05% | −2,396−23.5% | Reduced |
| American State Bank (Iowa) | 7,855 | $795.0K | 0.55% | −302−3.7% | Reduced |
| Great Point Wealth Advisors, LLC | 7,878 | $797.0K | 0.25% | +5,742+268.8% | Added |
| Raleigh Capital Management Inc. | 7,885 | $798.0K | 0.43% | +7,820+12,030.8% | Added |
| Ballast Advisors LLC | 7,894 | $799.0K | 0.31% | +107+1.4% | Added |
| Graypoint LLC | 7,910 | $801.0K | 0.08% | +2,765+53.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,029 | $803.0K | 0.01% | +27+0.3% | Added |
| Strategy Asset Managers LLC | 7,959 | $806.0K | 0.17% | +7,959 | New |
| Brandywine Oak Private Wealth LLC | 7,998 | $809.0K | 0.09% | +9+0.1% | Added |
| Lion Street Advisors, LLC | 8,108 | $817.0K | 0.42% | 00.0% | Unchanged |
| Element Wealth, LLC | 8,076 | $817.0K | 0.66% | +92+1.2% | Added |
| Longfellow Investment Management Co LLC | 8,074 | $819.0K | 0.13% | −4,151−34.0% | Reduced |
| Personal Cfo Solutions, LLC | 8,092 | $819.0K | 0.16% | +845+11.7% | Added |
| Hazlett, Burt & Watson, Inc. | 8,099 | $819.0K | 0.65% | +8,099 | New |
| GM Advisory Group, Inc. | 8,123 | $822.0K | 0.10% | −6,108−42.9% | Reduced |
| Aspire Private Capital, LLC | 8,137 | $824.0K | 0.26% | −187−2.2% | Reduced |
| Virtue Capital Management, LLC | 8,148 | $825.0K | 0.13% | +667+8.9% | Added |
| Winton Group Ltd | 8,161 | $826.0K | 0.04% | −9,706−54.3% | Reduced |
| New Vernon Investment Management LLC | 8,165 | $826.0K | 1.15% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 7,971 | $826.0K | 0.19% | −26−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,173 | $827.0K | 0.17% | +5,416+196.4% | Added |
| Alaethes Wealth LLC | 8,184 | $828.0K | 0.53% | +8,089+8,514.7% | Added |
| Wedmont Private Capital | 8,317 | $832.0K | 0.19% | +2,664+47.1% | Added |
| TriaGen Wealth Management LLC | 8,247 | $835.0K | 0.43% | +5,497+199.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,269 | $837.0K | 0.28% | −772−8.5% | Reduced |
| Citizens Business Bank | 8,265 | $837.0K | 0.10% | +165+2.0% | Added |
| Abbrea Capital, LLC | 8,287 | $839.0K | 0.12% | +100+1.2% | Added |
| Mraz, Amerine & Associates, Inc. | 8,301 | $840.0K | 0.20% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 8,314 | $841.0K | 1.33% | +206+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,332 | $843.0K | 0.15% | −104−1.2% | Reduced |
| Northwest Investment Counselors, LLC | 8,353 | $845.0K | 0.22% | −10.0% | Reduced |
| Prana Capital Management, LP | 8,363 | $846.0K | 0.07% | +8,363 | New |
| Y-Intercept (Hong Kong) Ltd | 8,381 | $848.0K | 0.19% | +8,381 | New |
| Alpha Cubed Investments, LLC | 8,438 | $854.0K | 0.05% | −24,617−74.5% | Reduced |
| Hoylecohen, LLC | 8,438 | $854.0K | 0.07% | −858−9.2% | Reduced |
| Private Capital Advisors, Inc. | 8,450 | $855.0K | 0.12% | 00.0% | Unchanged |
| American Trust | 8,462 | $856.0K | 0.06% | −618−6.8% | Reduced |
| Warther Private Wealth, LLC | 8,469 | $856.0K | 0.56% | +5,912+231.2% | Added |
| Van Hulzen Asset Management, LLC | 8,488 | $859.0K | 0.09% | +400+4.9% | Added |
| V Wealth Advisors LLC | 8,500 | $860.0K | 0.14% | −623−6.8% | Reduced |
| Corsicana & Co. | 8,501 | $860.0K | 0.56% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 8,383 | $861.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 8,510 | $861.0K | 0.78% | +349+4.3% | Added |
| PAX Financial Group, LLC | 8,514 | $862.0K | 0.20% | +249+3.0% | Added |
| Garrison Point Advisors, LLC | 8,530 | $863.0K | 0.60% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,524 | $863.0K | 0.19% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 8,539 | $864.0K | 0.57% | −329−3.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,532 | $864.0K | 0.02% | −218−2.5% | Reduced |
| Outlook Wealth Advisors, LLC | 8,543 | $864.0K | 0.29% | −85−1.0% | Reduced |
| Tatro Capital, LLC | 8,559 | $866.0K | 0.65% | −176−2.0% | Reduced |
| Westhampton Capital, LLC | 8,580 | $868.0K | 0.56% | +50+0.6% | Added |
| Bartlett & Co. LLC | 8,588 | $869.0K | 0.02% | −105−1.2% | Reduced |
| Palisade Asset Management, LLC | 8,590 | $869.0K | 0.10% | −66−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,588 | $869.2K | 0.02% | −105−1.2% | Reduced |
| Investors Research Corp | 8,668 | $877.0K | 0.25% | +46+0.5% | Added |
| Bickling Financial Services, Inc. | 8,690 | $880.0K | 0.45% | −10−0.1% | Reduced |
| 1620 Investment Advisors, Inc. | 8,530 | $880.0K | 0.96% | 00.0% | Unchanged |
| Vicus Capital | 8,702 | $881.0K | 0.09% | −721−7.7% | Reduced |
| Bluefin Capital Management, LLC | 8,735 | $884.0K | 0.15% | −43,565−83.3% | Reduced |
| Cowen and Company, LLC | 8,736 | $884.0K | 0.09% | +2,833+48.0% | Added |
| Meridian Wealth Advisors, LLC | 8,754 | $886.0K | 0.21% | +1,291+17.3% | Added |
| QVR LLC | 8,794 | $890.0K | 3.56% | +8,794 | New |
| Tompkins Financial Corp | 8,822 | $893.0K | 0.13% | +6,705+316.7% | Added |
| Shelton Capital Management | 8,833 | $894.0K | 0.03% | −100−1.1% | Reduced |
| BFT Financial Group, LLC | 8,844 | $895.0K | 0.14% | +8,844 | New |
| Dynamic Technology Lab Private Ltd | 8,871 | $898.0K | 0.11% | −21,658−70.9% | Reduced |
| Valley Brook Capital Group | 8,902 | $900.0K | 0.78% | +461+5.5% | Added |
| Gs Investments, Inc. | 8,850 | $901.0K | 0.51% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 8,910 | $902.0K | 0.04% | +24+0.3% | Added |