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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, Q3 2022

Institutional positions in CVS Health Corp as of Sep 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
2,331
+55 vs. Q2 2022
Shares held
1.04B
+7.45M (+0.7%) vs. Q2 2022
Total value
$98.9B
+$3.43B (+3.6%) vs. Q2 2022
New holders
143
1,027 more added
Sold out
88
915 more reduced

36 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 2,331 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 heldQ3 2022: $98.9B
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, Q3 2022

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2022.

Institutions holding CVS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc115,934,841$11.1B0.33%+1,726,512+1.5%Added
BlackRock Inc.93,850,627$8.95B0.31%−627,464−0.7%Reduced
Capital World Investors60,896,763$5.81B1.30%+2,060,715+3.5%Added
State Street Corp58,344,728$5.56B0.35%−339,582−0.6%Reduced
Morgan Stanley30,264,460$2.89B0.39%+885,605+3.0%Added
JPMorgan Chase & Co25,912,533$2.47B0.38%−205,701−0.8%Reduced
Capital International Investors25,907,490$2.47B0.72%−351,533−1.3%Reduced
Geode Capital Management, LLC23,374,421$2.23B0.34%+186,288+0.8%Added
Bank of America Corp18,923,175$1.80B0.24%+678,294+3.7%Added
Invesco Ltd.17,149,992$1.64B0.53%+393,212+2.3%Added
Ameriprise Financial Inc15,175,113$1.45B0.54%−509,974−3.3%Reduced
Northern Trust Corp14,698,354$1.40B0.32%+32,393+0.2%Added
Norges Bank14,436,003$1.38B0.37%+597,133+4.3%Added
Bank of New York Mellon Corp14,017,774$1.34B0.32%−805,535−5.4%Reduced
Royal Bank of Canada13,848,748$1.32B0.44%−101,747−0.7%Reduced
Dodge & Cox13,472,772$1.28B0.97%−236,945−1.7%Reduced
Charles Schwab Investment Management Inc11,899,729$1.13B0.41%+224,538+1.9%Added
FMR LLC10,546,300$1.01B0.10%−97,105−0.9%Reduced
Legal & General Group Plc9,847,659$939.2M0.37%−473,501−4.6%Reduced
Price T Rowe Associates Inc9,609,163$916.4M0.15%−202,085−2.1%Reduced
Dimensional Fund Advisors LP9,539,067$909.8M0.35%−771,778−7.5%Reduced
Nordea Investment Management AB8,697,324$849.4M1.37%−983,166−10.2%Reduced
Goldman Sachs Group Inc8,649,300$824.9M0.24%+508,343+6.2%Added
Wells Fargo & Company8,271,471$788.9M0.27%−87,145−1.0%Reduced
Boston Partners8,034,788$766.8M1.12%+1,077,638+15.5%Added
Franklin Resources Inc7,643,296$728.9M0.40%−465,313−5.7%Reduced
Wellington Management Group LLP7,456,813$711.2M0.15%−905,176−10.8%Reduced
Veritas Asset Management LLP6,886,414$656.8M5.43%−1,640,509−19.2%Reduced
UBS Group AG6,413,541$611.7M0.35%−907,766−12.4%Reduced
Macquarie Group Ltd6,144,913$586.0M0.72%−237,833−3.7%Reduced
LSV Asset Management5,770,066$550.3M1.29%+63,102+1.1%Added
Swiss National Bank5,683,010$542.0M0.39%−10,500−0.2%Reduced
UBS Asset Management Americas Inc5,157,849$491.9M0.28%−493,240−8.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,150,944$491.2M0.40%−289,308−5.3%Reduced
Amundi4,847,160$486.9M0.29%+2,281,883+89.0%Added
Nuveen Asset Management, LLC4,954,072$472.5M0.19%−60,930−1.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC4,457,601$425.1M1.74%−122,667−2.7%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,448,474$424.3M0.82%+257,207+6.1%Added
Caisse de Depot Et Placement du Quebec4,253,156$405.6M1.21%−77,929−1.8%Reduced
Primecap Management Co4,031,860$384.5M0.37%−43,180−1.1%Reduced
AQR Capital Management LLC3,834,385$365.7M0.89%+460,004+13.6%Added
Deutsche Bank AG3,442,401$328.3M0.20%+703,040+25.7%Added
California Public Employees Retirement System3,344,589$319.0M0.29%+785,866+30.7%Added
Hotchkis & Wiley Capital Management LLC3,311,138$315.8M1.36%−77,982−2.3%Reduced
Raymond James & Associates3,160,533$301.4M0.31%−27,747−0.9%Reduced
Alliancebernstein L.P.3,152,258$300.6M0.15%+448,240+16.6%Added
Bridgewater Associates, LP3,079,704$293.7M1.49%−66,532−2.1%Reduced
Eaton Vance Management2,985,199$284.7M0.42%−6,458−0.2%Reduced
Standard Life Aberdeen plc2,975,748$283.8M0.84%+2,074,600+230.2%Added
American Century Companies Inc2,942,255$280.6M0.25%−415,731−12.4%Reduced
Truist Financial Corp2,895,247$276.1M0.53%+61,886+2.2%Added
Coho Partners, Ltd.2,891,051$275.7M5.18%+104,473+3.7%Added
Citigroup Inc2,886,442$275.3M0.39%+77,439+2.8%Added
Barclays PLC2,840,128$270.9M0.30%+573,065+25.3%Added
Lazard Asset Management LLC2,786,581$265.8M0.39%+101,878+3.8%Added
New York State Common Retirement Fund2,671,438$254.8M0.37%−71,847−2.6%Reduced
Bank of Montreal2,404,353$252.4M0.20%−111,272−4.4%Reduced
Prudential Financial Inc2,626,864$250.5M0.42%+195,630+8.0%Added
Capital Research Global Investors2,596,692$247.6M0.08%+1,446+0.1%Added
Rhumbline Advisers2,582,549$246.3M0.37%+77,353+3.1%Added
Envestnet Asset Management Inc2,410,318$229.9M0.13%+97,170+4.2%Added
Clearbridge Investments, LLC2,303,865$219.7M0.22%−176,308−7.1%Reduced
Haverford Trust Co2,302,689$219.6M3.01%−135,450−5.6%Reduced
Credit Suisse AG2,299,247$219.3M0.25%−52,018−2.2%Reduced
California State Teachers Retirement System2,263,415$215.9M0.36%−21,172−0.9%Reduced
SRB Corp2,134,360$203.6M14.20%−11,723−0.5%Reduced
National Pension Service2,098,234$203.5M0.42%+56,965+2.8%Added
The PNC Financial Services Group, Inc.2,085,513$198.9M0.21%+466,545+28.8%Added
Principal Financial Group Inc2,072,465$197.7M0.16%+37,481+1.8%Added
Millennium Management LLC2,057,415$196.2M0.24%+920,299+80.9%Added
Canada Pension Plan Investment Board1,953,986$186.4M0.32%+156,287+8.7%Added
HSBC Holdings PLC1,870,625$179.9M0.32%−260,197−12.2%Reduced
Renaissance Technologies LLC1,845,853$176.0M0.25%−308,819−14.3%Reduced
Chevy Chase Trust Holdings, Inc.1,819,791$173.6M0.74%+469,559+34.8%Added
Scharf Investments, LLC1,809,292$172.6M6.51%−90,820−4.8%Reduced
Robeco Institutional Asset Management B.V.1,797,639$171.4M0.55%+3,387+0.2%Added
Intech Investment Management LLC1,791,768$170.9M1.28%−955,837−34.8%Reduced
British Columbia Investment Management Corp1,737,614$165.7M1.87%−163,214−8.6%Reduced
DekaBank Deutsche Girozentrale1,710,315$164.5M0.49%+155,145+10.0%Added
Assetmark, Inc1,722,035$164.2M0.77%+70,764+4.3%Added
Brandywine Global Investment Management, LLC1,711,785$163.3M1.52%+23,215+1.4%Added
Neuberger Berman Group LLC1,705,013$162.8M0.17%+113,055+7.1%Added
Raymond James Financial Services Advisors, Inc.1,699,438$162.1M0.36%+17,216+1.0%Added
Railway Pension Investments Ltd1,649,046$157.3M1.71%+31,200+1.9%Added
Russell Investments Group, Ltd.1,616,725$154.2M0.34%−51,756−3.1%Reduced
New York State Teachers Retirement System1,589,967$151.6M0.39%−7,179−0.4%Reduced
Pacer Advisors, Inc.1,506,553$143.7M1.00%+16,627+1.1%Added
State Board of Administration of Florida Retirement System1,501,255$143.2M0.37%−17,129−1.1%Reduced
LPL Financial LLC1,470,991$140.3M0.14%+61,620+4.4%Added
Citadel Advisors LLC1,454,700$138.7M0.17%+429,938+42.0%Added
Korea Investment CORP1,438,617$137.2M0.42%−58,258−3.9%Reduced
Man Group plc1,437,326$137.1M0.64%––
Allianz Asset Management GmbH1,426,254$136.0M0.31%−728,792−33.8%Reduced
Great West Life Assurance Co1,394,449$132.9M0.38%−36,374−2.5%Reduced
FIL Ltd1,385,725$132.2M0.17%+332,583+31.6%Added
Silvercrest Asset Management Group LLC1,369,883$130.6M1.07%−89,861−6.2%Reduced
Adage Capital Partners GP, L.L.C.1,337,574$127.6M0.32%−28,100−2.1%Reduced
Farallon Capital Management, L.L.C.1,256,259$119.8M0.73%+10,000+0.8%Added
Focused Investors LLC1,240,150$118.3M4.24%−28,750−2.3%Reduced
Nomura Asset Management Co Ltd1,235,839$117.9M0.75%+173,664+16.3%Added