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, Q4 2022
Institutional positions in CVS Health Corp as of Dec 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
- 2,412
- +130 vs. Q3 2022
- Shares held
- 1.03B
- +151.4K (0.0%) vs. Q3 2022
- Total value
- $95.7B
- −$2.66B (−2.7%) vs. Q3 2022
- New holders
- 241
- 956 more added
- Sold out
- 111
- 991 more reduced
49 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpha Family Trust | 2,500 | $233.0K | 0.21% | −80−3.1% | Reduced |
| BigSur Wealth Management LLC | 2,500 | $233.0K | 0.11% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,507 | $233.0K | 0.08% | +580+30.1% | Added |
| Creative Financial Designs Inc | 2,504 | $233.3K | 0.03% | −6−0.2% | Reduced |
| Centerpoint Advisors, LLC | 2,509 | $234.0K | 0.11% | +166+7.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,520 | $234.8K | 0.13% | −590−19.0% | Reduced |
| Carmel Capital Partners, LLC | 2,525 | $235.3K | 0.16% | −134−5.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,535 | $236.0K | 0.31% | +61+2.5% | Added |
| Chemistry Wealth Management LLC | 2,539 | $236.6K | 0.09% | +49+2.0% | Added |
| Synergy Financial Management, LLC | 2,540 | $236.7K | 0.06% | +94+3.8% | Added |
| Laraway Financial Inc | 2,540 | $236.7K | 0.25% | +10+0.4% | Added |
| Buckingham Capital Management, Inc. | 2,547 | $237.4K | 0.04% | −12−0.5% | Reduced |
| Islay Capital Management, LLC | 2,547 | $237.4K | 0.27% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,551 | $237.7K | 0.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,570 | $239.5K | 0.10% | −97−3.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,573 | $239.8K | 0.01% | +2,573 | New |
| ETF Store, Inc. | 2,676 | $240.0K | 0.18% | +11+0.4% | Added |
| Thrive Capital Management, LLC | 2,578 | $240.3K | 0.16% | −16−0.6% | Reduced |
| Investment Advisory Group, LLC | 2,602 | $242.4K | 0.15% | +10.0% | Added |
| Chatham Capital Group, Inc. | 2,611 | $243.3K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,749 | $243.3K | 0.02% | +2,749 | New |
| McLean Asset Management Corp | 2,619 | $244.0K | 0.08% | −16−0.6% | Reduced |
| CCG Wealth Management, LLC | 2,621 | $244.2K | 0.14% | −64−2.4% | Reduced |
| Northstar Asset Management Inc | 2,627 | $244.8K | 0.08% | −100−3.7% | Reduced |
| Kathmere Capital Management, LLC | 2,628 | $244.9K | 0.04% | +2,628 | New |
| Holistic Financial Partners | 2,628 | $244.9K | 0.22% | +63+2.5% | Added |
| O'Rourke & Company, Inc | 2,624 | $245.0K | 0.19% | +2,624 | New |
| Fairhaven Wealth Management, LLC | 2,630 | $245.1K | 0.10% | −6−0.2% | Reduced |
| Crown Wealth Group, LLC | 2,637 | $245.7K | 0.23% | +5+0.2% | Added |
| SlateStone Wealth, LLC | 2,638 | $245.8K | 0.06% | +2,638 | New |
| Evermay Wealth Management LLC | 2,639 | $245.9K | 0.05% | +414+18.6% | Added |
| Chartwell Investment Partners, LLC | 2,644 | $246.0K | 0.01% | −50,966−95.1% | Reduced |
| WealthPlan Investment Management, LLC | 2,749 | $247.1K | 0.02% | +625+29.4% | Added |
| Financial Advisors Network, Inc. | 2,653 | $247.3K | 0.07% | +140+5.6% | Added |
| West Paces Advisors Inc. | 2,655 | $247.4K | 0.08% | −30−1.1% | Reduced |
| Capital Financial Planning, LLC | 2,660 | $247.9K | 0.10% | −98−3.6% | Reduced |
| Financial Management Professionals, Inc. | 2,663 | $248.0K | 0.05% | −1,236−31.7% | Reduced |
| Aurora Private Wealth, Inc. | 2,656 | $248.0K | 0.28% | −556−17.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,671 | $248.9K | 0.11% | +2,671 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,673 | $249.1K | 0.03% | −91,519−97.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,676 | $249.4K | 0.21% | +2,676 | New |
| Principal Street Partners, LLC | 2,678 | $249.5K | 0.06% | +146+5.8% | Added |
| Stonehearth Capital Management, LLC | 2,679 | $249.7K | 0.14% | +9+0.3% | Added |
| Amplius Wealth Advisors, LLC | 2,685 | $250.2K | 0.04% | −315−10.5% | Reduced |
| Beck Mack & Oliver LLC | 2,691 | $250.8K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,698 | $251.3K | 0.04% | +178+7.1% | Added |
| Advisory Alpha, LLC | 2,697 | $251.4K | 0.02% | −1,237−31.4% | Reduced |
| Renaissance Group LLC | 2,698 | $251.4K | 0.01% | −172−6.0% | Reduced |
| New Jersey Better Educational Savings Trust | 2,700 | $251.6K | 0.74% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,702 | $251.8K | 0.07% | +6+0.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,703 | $251.9K | 0.09% | +15+0.6% | Added |
| FSM Wealth Advisors, LLC | 2,715 | $253.0K | 0.18% | +16+0.6% | Added |
| Powell Investment Advisors, LLC | 2,717 | $253.2K | 0.15% | +80+3.0% | Added |
| Natixis Investment Managers International | 2,736 | $255.0K | 0.02% | −471−14.7% | Reduced |
| Calamos Wealth Management LLC | 2,738 | $255.2K | 0.02% | −21−0.8% | Reduced |
| Hyperion Partners, LLC | 2,746 | $255.9K | 0.24% | +2,746 | New |
| Angeles Investment Advisors, LLC | 2,781 | $259.2K | 0.02% | +2,781 | New |
| Twin Focus Capital Partners, LLC | 2,785 | $259.5K | 0.05% | +29+1.1% | Added |
| Aberdeen Wealth Management LLC | 2,789 | $259.9K | 0.20% | +166+6.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,796 | $260.6K | 0.07% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,803 | $261.3K | 0.08% | +91+3.4% | Added |
| Deuterium Capital Management, LLC | 2,807 | $261.6K | 0.78% | +2,807 | New |
| Bangor Savings Bank | 2,807 | $262.0K | 0.03% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,820 | $262.8K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,828 | $263.5K | 0.11% | +65+2.4% | Added |
| Colton Groome Financial Advisors, LLC | 2,831 | $263.8K | 0.13% | +2,831 | New |
| Clay Northam Wealth Management, LLC | 2,845 | $265.1K | 0.31% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,850 | $265.6K | 0.10% | −49−1.7% | Reduced |
| Retirement Financial Solutions, LLC | 2,850 | $265.6K | 0.23% | +2,850 | New |
| Berger Financial Group, Inc | 2,859 | $266.5K | 0.04% | +104+3.8% | Added |
| Legacy Bridge, LLC | 2,865 | $267.0K | 0.19% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 2,863 | $267.0K | 0.02% | −318−10.0% | Reduced |
| Suvretta Capital Management, LLC | 2,870 | $267.5K | 0.01% | +2,870 | New |
| Green Square Capital Advisors LLC | 2,872 | $267.6K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,873 | $267.8K | 0.06% | −803−21.8% | Reduced |
| Congress Asset Management Co | 2,875 | $267.9K | 0.00% | −100−3.4% | Reduced |
| Jeppson Wealth Management, LLC | 2,875 | $267.9K | 0.11% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,887 | $269.0K | 0.15% | +161+5.9% | Added |
| Schmidt P J Investment Management Inc | 2,890 | $269.3K | 0.06% | +2,890 | New |
| United Bank | 2,895 | $269.8K | 0.04% | −265−8.4% | Reduced |
| Colonial Trust Co | 2,911 | $271.3K | 0.07% | +556+23.6% | Added |
| Wealth Advisory Solutions, LLC | 2,939 | $272.0K | 0.07% | −2,939−50.0% | Reduced |
| Evoke Wealth, LLC | 2,921 | $272.2K | 0.01% | +306+11.7% | Added |
| F3Logic, LLC | 2,923 | $272.4K | 0.06% | +3+0.1% | Added |
| Gallagher Benefit Services, Inc. | 2,923 | $272.4K | 0.06% | +2,923 | New |
| Shulman DeMeo Asset Management LLC | 2,925 | $272.6K | 0.09% | −21−0.7% | Reduced |
| Appleton Group, LLC | 2,925 | $272.6K | 0.40% | −186−6.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 2,929 | $273.0K | 0.27% | +2,929 | New |
| Somerset Trust Co | 2,933 | $273.0K | 0.11% | +198+7.2% | Added |
| Drake & Associates, LLC | 2,931 | $273.1K | 0.14% | −22−0.7% | Reduced |
| Two Sigma Securities, LLC | 2,939 | $273.9K | 0.04% | −7,162−70.9% | Reduced |
| West Michigan Advisors, LLC | 2,942 | $274.2K | 0.20% | −64−2.1% | Reduced |
| SignalPoint Asset Management, LLC | 2,948 | $275.0K | 0.10% | −19−0.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,955 | $275.3K | 0.04% | +2,955 | New |
| Atom Investors LP | 2,968 | $276.6K | 0.14% | +95+3.3% | Added |
| Sound Income Strategies, LLC | 2,976 | $277.4K | 0.04% | +608+25.7% | Added |
| Bulltick Wealth Management, LLC | 2,980 | $277.7K | 0.08% | +2,980 | New |
| Cypress Wealth Services, LLC | 2,982 | $277.9K | 0.09% | +255+9.4% | Added |
| Agate Pass Investment Management, LLC | 2,999 | $279.5K | 0.20% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,000 | $279.6K | 0.18% | −130−4.2% | Reduced |