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 |
|---|---|---|---|---|---|
| American Research & Management Co. | 2,174 | $201.0K | 0.05% | −286−11.6% | Reduced |
| McGowan Group Asset Management, Inc. | 2,161 | $201.0K | 0.03% | +9+0.4% | Added |
| Baxter Bros Inc | 2,165 | $201.0K | 0.04% | +2,165 | New |
| Epic Trust Investment Advisors, LLC | 2,179 | $202.0K | 0.38% | −708−24.5% | Reduced |
| Heritage Financial Services, LLC | 2,184 | $202.0K | 0.11% | −475−17.9% | Reduced |
| StrategIQ Financial Group, LLC | 2,178 | $202.0K | 0.02% | −25−1.1% | Reduced |
| Ifrah Financial Services, Inc. | 2,178 | $202.0K | 0.07% | −13−0.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,176 | $202.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 2,193 | $203.2K | 0.22% | −61−2.7% | Reduced |
| Berger Financial Group, Inc | 2,203 | $204.0K | 0.03% | −130−5.6% | Reduced |
| Evermay Wealth Management LLC | 2,225 | $206.0K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,220 | $206.0K | 0.07% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,223 | $206.0K | 0.07% | +92+4.3% | Added |
| Hyman Charles D | 2,219 | $206.0K | 0.01% | +2,219 | New |
| Blue Barn Wealth, LLC | 2,236 | $207.0K | 0.16% | +10.0% | Added |
| Quantum Financial Advisors, LLC | 1,987 | $207.0K | 0.08% | +1,987 | New |
| Zimmermann Investment Management & Planning LLC | 2,242 | $208.0K | 0.14% | +165+7.9% | Added |
| Schmidt P J Investment Management Inc | 2,070 | $209.0K | 0.05% | +2,070 | New |
| KLCM Advisors, Inc. | 2,261 | $210.0K | 0.05% | +2,261 | New |
| Journey Strategic Wealth LLC | 2,281 | $211.0K | 0.03% | −1,734−43.2% | Reduced |
| Kavar Capital Partners Group, LLC | 2,278 | $211.0K | 0.05% | +2,278 | New |
| GFS Advisors, LLC | 2,304 | $213.0K | 0.05% | −7,850−77.3% | Reduced |
| Monarch Capital Management Inc | 2,302 | $213.0K | 0.06% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 2,298 | $213.0K | 0.13% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,308 | $214.0K | 0.10% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 2,305 | $214.0K | 0.03% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,315 | $215.0K | 0.23% | +9+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,332 | $216.0K | 0.00% | −410−15.0% | Reduced |
| Keystone Financial Services | 2,263 | $216.0K | 0.12% | −3−0.1% | Reduced |
| Tandem Investment Advisors, Inc. | 2,326 | $216.0K | 0.01% | +119+5.4% | Added |
| Principal Street Partners, LLC | 2,342 | $217.0K | 0.06% | +55+2.4% | Added |
| Planning Directions Inc | 2,339 | $217.0K | 0.17% | +2,339 | New |
| Allegheny Financial Group LTD | 2,354 | $218.0K | 0.10% | +2,354 | New |
| Gitterman Wealth Management, LLC | 2,322 | $218.0K | 0.20% | +2,322 | New |
| Signature Wealth Management Group | 2,365 | $219.0K | 0.11% | −4−0.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,373 | $219.9K | 0.04% | −67−2.7% | Reduced |
| Laraway Financial Inc | 2,380 | $220.0K | 0.23% | −150−5.9% | Reduced |
| Calamos Wealth Management LLC | 2,371 | $220.0K | 0.02% | −42−1.7% | Reduced |
| Freedom Day Solutions, LLC | 2,373 | $220.0K | 0.11% | −19−0.8% | Reduced |
| Game Creek Capital, LP | 2,375 | $220.0K | 0.14% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 2,380 | $220.0K | 0.04% | +1,890+385.7% | Added |
| Marshall Financial Group LLC | 2,398 | $222.0K | 0.09% | −252−9.5% | Reduced |
| S.E.E.D. Planning Group LLC | 2,395 | $222.0K | 0.10% | −230−8.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,351 | $222.0K | 0.22% | −100−4.1% | Reduced |
| Clear Investment Research, LLC | 2,400 | $222.0K | 0.49% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,395 | $222.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,417 | $224.0K | 0.06% | −420−14.8% | Reduced |
| Center For Asset Management LLC | 2,435 | $226.0K | 0.21% | −3,246−57.1% | Reduced |
| Paradigm Financial Partners, LLC | 2,419 | $227.0K | 0.07% | −446−15.6% | Reduced |
| Zions Bancorporation, N.A. | 2,450 | $227.0K | 0.02% | −122−4.7% | Reduced |
| S&CO Inc | 2,482 | $229.0K | 0.02% | −3,500−58.5% | Reduced |
| Ledyard National Bank | 2,473 | $229.0K | 0.03% | −209−7.8% | Reduced |
| New England Professional Planning Group Inc. | 2,482 | $230.0K | 0.16% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,496 | $231.0K | 0.05% | −5,677−69.5% | Reduced |
| Inverness Counsel LLC | 2,493 | $231.0K | 0.01% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 2,492 | $231.0K | 0.42% | +2,492 | New |
| BigSur Wealth Management LLC | 2,500 | $232.0K | 0.11% | 00.0% | Unchanged |
| Willner & Heller, LLC | 2,513 | $233.0K | 0.36% | +23+0.9% | Added |
| Angeles Investment Advisors, LLC | 2,535 | $235.0K | 0.02% | −1,225−32.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,551 | $236.0K | 0.02% | +57+2.3% | Added |
| Eagle Bay Advisors LLC | 2,550 | $236.3K | 0.14% | −113−4.2% | Reduced |
| Interchange Capital Partners, LLC | 2,558 | $237.0K | 0.27% | −87−3.3% | Reduced |
| Yorktown Management & Research Co Inc | 2,558 | $237.0K | 0.31% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,557 | $237.0K | 0.22% | +2,557 | New |
| Advus Financial Partners, LLC | 2,564 | $237.6K | 0.13% | +188+7.9% | Added |
| IFG Advisors, LLC | 2,565 | $238.0K | 0.12% | −8−0.3% | Reduced |
| Spinnaker Investment Group, LLC | 2,583 | $239.0K | 0.10% | −301−10.4% | Reduced |
| Paragon Capital Management Ltd | 2,580 | $239.0K | 0.07% | −287−10.0% | Reduced |
| Red Door Wealth Management, LLC | 2,589 | $239.0K | 0.09% | −18−0.7% | Reduced |
| Financial Advisors Network, Inc. | 2,575 | $239.0K | 0.07% | −17−0.7% | Reduced |
| Cambridge Advisors Inc. | 2,592 | $240.0K | 0.07% | −149−5.4% | Reduced |
| Wedge Capital Management L L P | 2,587 | $240.0K | 0.00% | +5+0.2% | Added |
| Investment Advisory Group, LLC | 2,601 | $241.0K | 0.16% | −200−7.1% | Reduced |
| FirstPurpose Wealth LLC | 2,613 | $242.0K | 0.16% | +221+9.2% | Added |
| Evoke Wealth, LLC | 2,622 | $243.0K | 0.01% | −422−13.9% | Reduced |
| Aberdeen Wealth Management LLC | 2,622 | $243.0K | 0.19% | +2+0.1% | Added |
| Fairhaven Wealth Management, LLC | 2,630 | $244.0K | 0.11% | −69−2.6% | Reduced |
| Powell Investment Advisors, LLC | 2,637 | $244.0K | 0.15% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,662 | $245.0K | 0.21% | −40−1.5% | Reduced |
| McLean Asset Management Corp | 2,634 | $245.0K | 0.10% | +34+1.3% | Added |
| Crown Wealth Group, LLC | 2,640 | $245.0K | 0.22% | +2,640 | New |
| Carmel Capital Partners, LLC | 2,659 | $246.0K | 0.23% | −99−3.6% | Reduced |
| Accurate Wealth Management, LLC | 2,638 | $246.0K | 0.13% | −30−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,655 | $246.0K | 0.10% | +150+6.0% | Added |
| West Paces Advisors Inc. | 2,655 | $246.0K | 0.08% | +150+6.0% | Added |
| Aveo Capital Partners, LLC | 2,661 | $247.0K | 0.04% | −82−3.0% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,674 | $248.0K | 0.10% | +10.0% | Added |
| Twin Focus Capital Partners, LLC | 2,675 | $248.0K | 0.06% | +22+0.8% | Added |
| Capital Financial Planning, LLC | 2,686 | $249.0K | 0.10% | −151−5.3% | Reduced |
| CCG Wealth Management, LLC | 2,687 | $249.0K | 0.14% | −27−1.0% | Reduced |
| Beck Mack & Oliver LLC | 2,691 | $249.0K | 0.01% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 2,691 | $249.0K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,686 | $249.0K | 0.04% | +2,686 | New |
| Kore Private Wealth LLC | 2,691 | $249.0K | 0.04% | +2,691 | New |
| Next Level Private LLC | 2,700 | $250.0K | 0.10% | −1,228−31.3% | Reduced |
| Thrive Capital Management, LLC | 2,695 | $250.0K | 0.17% | −97−3.5% | Reduced |
| Islay Capital Management, LLC | 2,696 | $250.0K | 0.26% | −34−1.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,698 | $250.0K | 0.07% | −12−0.4% | Reduced |
| New Jersey Better Educational Savings Trust | 2,700 | $250.0K | 0.79% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,700 | $250.0K | 0.10% | 00.0% | Unchanged |