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, Q2 2022
Institutional positions in CVS Health Corp as of Jun 30, 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
- 2,312
- −28 vs. Q1 2022
- Shares held
- 1.03B
- +7.43M (+0.7%) vs. Q1 2022
- Total value
- $95.5B
- −$7.91B (−7.6%) vs. Q1 2022
- New holders
- 111
- 956 more added
- Sold out
- 139
- 982 more reduced
28 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 476 | $44.0K | 0.05% | +2+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 495 | $46.0K | 0.00% | −6,430−92.9% | Reduced |
| Antonetti Capital Management LLC | 500 | $46.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $46.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 506 | $47.0K | 0.01% | −51,923−99.0% | Reduced |
| Rise Advisors, LLC | 512 | $47.0K | 0.05% | +114+28.6% | Added |
| Maj Invest Holding A/S | 540 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 537 | $50.0K | 0.07% | +3+0.6% | Added |
| Front Row Advisors LLC | 578 | $54.0K | 0.03% | +17+3.0% | Added |
| Earnest Partners LLC | 597 | $55.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 608 | $56.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 600 | $56.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 600 | $56.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 611 | $57.0K | 0.00% | −195−24.2% | Reduced |
| Beacon Capital Management, LLC | 567 | $57.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 630 | $58.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 650 | $60.0K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 694 | $64.0K | 0.03% | 00.0% | Unchanged |
| Motco | 703 | $65.0K | 0.00% | −21−2.9% | Reduced |
| Park Circle Co | 700 | $65.0K | 0.06% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 717 | $66.0K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 732 | $68.0K | 0.01% | −199−21.4% | Reduced |
| CKW Financial Group | 750 | $70.0K | 0.01% | −100−11.8% | Reduced |
| West Financial Advisors, LLC | 753 | $70.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 753 | $70.0K | 0.01% | +121+19.1% | Added |
| Crewe Advisors LLC | 770 | $71.0K | 0.02% | +605+366.7% | Added |
| First Financial Corp | 775 | $72.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 835 | $77.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 866 | $80.0K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 889 | $82.0K | 0.06% | −263−22.8% | Reduced |
| HighMark Wealth Management LLC | 895 | $83.0K | 0.07% | −139−13.4% | Reduced |
| S.A. Mason LLC | 905 | $84.0K | 0.06% | −56−5.8% | Reduced |
| New Millennium Group LLC | 912 | $84.0K | 0.09% | +912 | New |
| McIlrath & Eck, LLC | 941 | $87.0K | 0.03% | −136−12.6% | Reduced |
| Heritage Wealth Management, LLC | 957 | $88.7K | 0.03% | −57−5.6% | Reduced |
| Atlantic Trust, LLC | 960 | $89.0K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 960 | $89.0K | 0.03% | +432+81.8% | Added |
| American National Bank | 957 | $89.0K | 0.02% | +550+135.1% | Added |
| Kelly Lawrence W & Associates Inc | 985 | $91.0K | 0.02% | −1,700−63.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 977 | $91.0K | 0.04% | +3+0.3% | Added |
| Regency Capital Management Inc. | 1,000 | $93.0K | 0.10% | −211−17.4% | Reduced |
| Bellevue Asset Management, LLC | 1,004 | $93.0K | 0.07% | +1+0.1% | Added |
| Gables Capital Management Inc. | 1,014 | $94.0K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,028 | $95.0K | 0.06% | −457−30.8% | Reduced |
| West Branch Capital LLC | 1,041 | $96.0K | 0.06% | +16+1.6% | Added |
| Ellevest, Inc. | 1,071 | $99.0K | 0.01% | +199+22.8% | Added |
| Charter Oak Capital Management, LLC | 1,085 | $101.0K | 0.01% | +1+0.1% | Added |
| AllSquare Wealth Management LLC | 1,118 | $104.0K | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,139 | $105.0K | 0.03% | −8,009−87.5% | Reduced |
| MBM Wealth Consultants, LLC | 1,160 | $107.0K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 1,220 | $113.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,220 | $113.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,248 | $116.0K | 0.07% | +4+0.3% | Added |
| Zullo Investment Group, Inc. | 1,268 | $118.0K | 0.07% | −160−11.2% | Reduced |
| Laurel Wealth Advisors LLC | 1,286 | $119.0K | 0.03% | −300−18.9% | Reduced |
| Emerson Wealth Management, LLC | 1,291 | $120.0K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,263 | $120.0K | 0.11% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,308 | $121.2K | 0.06% | +7+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 1,334 | $124.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,346 | $124.7K | 0.10% | +2+0.1% | Added |
| Knuff & Co LLC | 1,350 | $125.0K | 0.06% | 00.0% | Unchanged |
| Curi Capital | 1,429 | $132.0K | 0.03% | +1,045+272.1% | Added |
| Carolinas Wealth Consulting LLC | 1,437 | $133.0K | 0.03% | −17−1.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,458 | $135.0K | 0.03% | +6+0.4% | Added |
| Tradition Wealth Management, LLC | 1,489 | $138.0K | 0.02% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,505 | $139.0K | 0.10% | −1,265−45.7% | Reduced |
| West Bancorporation Inc | 1,505 | $139.0K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,524 | $141.0K | 0.04% | +114+8.1% | Added |
| Aua Capital Management, LLC | 1,560 | $145.0K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,567 | $145.0K | 0.02% | +76+5.1% | Added |
| AlphaMark Advisors, LLC | 1,585 | $147.0K | 0.07% | −200−11.2% | Reduced |
| Sierra Capital LLC | 1,589 | $147.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,600 | $148.0K | 0.05% | −350−17.9% | Reduced |
| Atticus Wealth Management, LLC | 1,603 | $149.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,649 | $153.0K | 0.07% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,675 | $155.0K | 0.05% | 00.0% | Unchanged |
| Gifford Fong Associates | 1,675 | $155.0K | 0.04% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,688 | $156.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,647 | $157.0K | 0.09% | −198−10.7% | Reduced |
| Tortoise Investment Management, LLC | 1,714 | $159.0K | 0.03% | +102+6.3% | Added |
| Chilton Capital Management LLC | 1,735 | $161.0K | 0.01% | −567−24.6% | Reduced |
| Annapolis Financial Services, LLC | 1,740 | $161.0K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,744 | $162.0K | 0.06% | −75−4.1% | Reduced |
| West Oak Capital, LLC | 1,760 | $163.0K | 0.09% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,785 | $165.0K | 0.01% | +223+14.3% | Added |
| Vigilant Capital Management, LLC | 1,791 | $166.0K | 0.01% | −148−7.6% | Reduced |
| Sittner & Nelson, LLC | 1,797 | $167.0K | 0.11% | −49−2.7% | Reduced |
| Hudock, Inc. | 1,820 | $168.0K | 0.06% | +8+0.4% | Added |
| AGF Investments LLC | 1,823 | $169.0K | 0.02% | −4,064−69.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,834 | $172.0K | 0.06% | +176+10.6% | Added |
| State of Wyoming | 1,926 | $178.0K | 0.11% | +110+6.1% | Added |
| Core Wealth Advisors, Inc. | 1,959 | $182.0K | 0.11% | +1,899+3,165.0% | Added |
| JJJ Advisors Inc. | 1,937 | $185.0K | 0.06% | −217−10.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,050 | $190.0K | 0.01% | −495−19.4% | Reduced |
| KB Financial Partners, LLC | 2,062 | $191.0K | 0.07% | −128−5.8% | Reduced |
| Sound Income Strategies, LLC | 2,089 | $194.0K | 0.03% | +138+7.1% | Added |
| Creative Financial Designs Inc | 2,133 | $198.0K | 0.03% | −5,169−70.8% | Reduced |
| Centerpoint Advisors, LLC | 2,143 | $199.0K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,154 | $200.0K | 0.03% | −2,474−53.5% | Reduced |
| Focused Wealth Management, Inc | 2,155 | $200.0K | 0.04% | −196−8.3% | Reduced |