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 2023
Institutional positions in CVS Health Corp as of Mar 31, 2023. 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
- 2,276
- −82 vs. Q4 2022
- Shares held
- 1.01B
- −14.8M (−1.4%) vs. Q4 2022
- Total value
- $74.2B
- −$21.3B (−22.3%) vs. Q4 2022
- New holders
- 151
- 989 more added
- Sold out
- 233
- 942 more reduced
54 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,909 | $141.9K | 0.02% | −1,820−48.8% | Reduced |
| WR Wealth Planners, LLC | 1,914 | $142.3K | 0.06% | +1,833+2,263.0% | Added |
| KB Financial Partners, LLC | 1,943 | $144.0K | 0.04% | −179−8.4% | Reduced |
| Focused Wealth Management, Inc | 1,941 | $144.3K | 0.03% | −72−3.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,951 | $145.0K | 0.11% | +1,827+1,473.4% | Added |
| Chilton Capital Management LLC | 1,985 | $147.5K | 0.01% | +1,985 | New |
| Veritas Investment Partners (UK) Ltd. | 2,050 | $152.3K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 124,742 | $154.2K | 0.00% | −252,774−67.0% | Reduced |
| Y.D. More Investments Ltd | 2,086 | $155.0K | 0.04% | +560+36.7% | Added |
| Washington Trust Advisors, Inc. | 2,092 | $155.5K | 0.02% | −235−10.1% | Reduced |
| Certified Advisory Corp | 2,109 | $156.7K | 0.03% | +2,109 | New |
| HHM Wealth Advisors, LLC | 2,162 | $160.7K | 0.03% | −6−0.3% | Reduced |
| Tradition Wealth Management, LLC | 2,212 | $164.0K | 0.02% | +704+46.7% | Added |
| Laurel Wealth Advisors LLC | 2,207 | $164.0K | 0.03% | +2,003+981.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,213 | $164.5K | 0.09% | +695+45.8% | Added |
| Arlington Partners LLC | 2,228 | $165.6K | 0.02% | +1,700+322.0% | Added |
| Clean Yield Group | 2,245 | $166.8K | 0.07% | −911−28.9% | Reduced |
| Evermay Wealth Management LLC | 2,283 | $169.7K | 0.03% | −356−13.5% | Reduced |
| Mint Tower Capital Management B.V. | 2,288 | $170.0K | 0.02% | −9,993−81.4% | Reduced |
| Vigilant Capital Management, LLC | 2,291 | $170.0K | 0.01% | +264+13.0% | Added |
| MCF Advisors LLC | 2,292 | $170.3K | 0.02% | −1,165−33.7% | Reduced |
| Centennial Bank | 2,366 | $175.8K | 0.11% | −65−2.7% | Reduced |
| Hexagon Capital Partners LLC | 2,375 | $176.5K | 0.05% | +281+13.4% | Added |
| Northwest Investment Counselors, LLC | 2,390 | $177.6K | 0.05% | −1,337−35.9% | Reduced |
| Clear Investment Research, LLC | 2,442 | $181.5K | 0.32% | +4+0.2% | Added |
| State of Wyoming | 2,481 | $184.4K | 0.06% | −2,514−50.3% | Reduced |
| United Community Bank | 2,488 | $184.9K | 0.17% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,491 | $185.1K | 0.02% | −13−0.5% | Reduced |
| Centerpoint Advisors, LLC | 2,513 | $187.0K | 0.08% | +4+0.2% | Added |
| Carmichael Hill & Associates, Inc. | 2,521 | $187.4K | 0.10% | +10.0% | Added |
| Laraway Financial Inc | 2,540 | $188.7K | 0.19% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,547 | $189.3K | 0.18% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,576 | $191.4K | 0.05% | −741−22.3% | Reduced |
| West Paces Advisors Inc. | 2,604 | $193.5K | 0.06% | −51−1.9% | Reduced |
| New England Capital Financial Advisors LLC | 2,620 | $194.7K | 0.14% | +16+0.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,620 | $194.7K | 0.20% | +2,620 | New |
| Riverpoint Wealth Management Holdings, LLC | 2,697 | $200.4K | 0.07% | −6−0.2% | Reduced |
| New Jersey Better Educational Savings Trust | 2,700 | $200.6K | 0.54% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,700 | $201.0K | 0.04% | −300−10.0% | Reduced |
| Bank of Nova Scotia Trust Co | 2,713 | $201.6K | 0.02% | +485+21.8% | Added |
| FOCUS Wealth Advisors, LLC | 2,713 | $201.6K | 0.13% | +2,713 | New |
| Amplius Wealth Advisors, LLC | 2,723 | $202.3K | 0.03% | +38+1.4% | Added |
| Drake & Associates, LLC | 2,724 | $202.4K | 0.10% | −207−7.1% | Reduced |
| Insight Advisors, LLC | 2,733 | $203.1K | 0.05% | −3,318−54.8% | Reduced |
| Heritage Financial Services, LLC | 2,734 | $203.2K | 0.04% | −4,069−59.8% | Reduced |
| Armstrong Advisory Group, Inc | 2,743 | $203.9K | 0.02% | −212−7.2% | Reduced |
| Chartwell Investment Partners, LLC | 2,772 | $206.0K | 0.01% | +128+4.8% | Added |
| Hyperion Partners, LLC | 2,788 | $207.2K | 0.19% | +42+1.5% | Added |
| MQS Management LLC | 2,789 | $207.3K | 0.13% | −4,204−60.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,789 | $207.3K | 0.08% | +554+24.8% | Added |
| Mayfair Advisory Group, LLC | 2,785 | $208.0K | 0.23% | +2,785 | New |
| Main Street Financial Solutions, LLC | 2,806 | $208.6K | 0.03% | +108+4.0% | Added |
| Clear Street Markets LLC | 2,818 | $209.0K | 0.06% | −12,610−81.7% | Reduced |
| Pacific Sage Partners, LLC | 2,813 | $209.0K | 0.07% | −257−8.4% | Reduced |
| Family Firm, Inc. | 2,819 | $209.5K | 0.06% | +16+0.6% | Added |
| WFA Asset Management Corp | 2,822 | $209.7K | 0.13% | −369−11.6% | Reduced |
| Jeppson Wealth Management, LLC | 2,825 | $209.9K | 0.09% | −50−1.7% | Reduced |
| Wimmer Associates 1, LLC | 3,050 | $210.0K | 0.13% | +50+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,828 | $210.2K | 0.04% | +2,828 | New |
| Wealth Advisory Solutions, LLC | 2,853 | $210.3K | 0.06% | −86−2.9% | Reduced |
| Sutton Wealth Advisors Inc. | 2,841 | $211.1K | 0.11% | −1,463−34.0% | Reduced |
| Clay Northam Wealth Management, LLC | 2,845 | $211.4K | 0.22% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,847 | $211.6K | 0.09% | +2,847 | New |
| Holistic Financial Partners | 2,849 | $211.7K | 0.17% | +221+8.4% | Added |
| SignalPoint Asset Management, LLC | 2,849 | $212.0K | 0.07% | −99−3.4% | Reduced |
| Legacy Bridge, LLC | 2,865 | $212.9K | 0.15% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 2,867 | $213.0K | 0.00% | −221−7.2% | Reduced |
| Green Square Capital Advisors LLC | 2,872 | $213.4K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,881 | $214.1K | 0.01% | −261−8.3% | Reduced |
| Ellevest, Inc. | 2,884 | $214.3K | 0.02% | +2,242+349.2% | Added |
| FSM Wealth Advisors, LLC | 2,889 | $214.7K | 0.12% | +174+6.4% | Added |
| Kraft Asset Management, LLC | 2,889 | $214.7K | 0.19% | +2,889 | New |
| United Bank | 2,895 | $215.1K | 0.03% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 2,900 | $215.5K | 0.10% | −176−5.7% | Reduced |
| Roundview Capital LLC | 2,929 | $217.7K | 0.02% | −429−12.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 2,929 | $217.7K | 0.22% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,937 | $218.0K | 0.03% | −143−4.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,935 | $218.1K | 0.07% | +10+0.3% | Added |
| CNB Bank | 2,935 | $218.1K | 0.13% | −194−6.2% | Reduced |
| Bangor Savings Bank | 2,944 | $218.8K | 0.03% | +137+4.9% | Added |
| Almanack Investment Partners, LLC. | 2,948 | $219.1K | 0.04% | +75+2.6% | Added |
| Rathbone Brothers plc | 2,952 | $219.4K | 0.00% | −100−3.3% | Reduced |
| Somerset Trust Co | 2,956 | $219.7K | 0.10% | +23+0.8% | Added |
| Klingman & Associates, LLC | 2,956 | $219.7K | 0.02% | −415−12.3% | Reduced |
| Ofi Invest Asset Management | 16,348,572 | $220.0K | 1.14% | +16,348,572 | New |
| Truvestments Capital LLC | 2,975 | $221.1K | 0.12% | −517−14.8% | Reduced |
| Sound Income Strategies, LLC | 2,976 | $221.1K | 0.02% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,976 | $221.1K | 0.13% | +34+1.2% | Added |
| Indie Asset Partners, LLC | 2,977 | $221.2K | 0.26% | −298−9.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,993 | $222.4K | 0.22% | +700+30.5% | Added |
| Acropolis Investment Management, LLC | 2,996 | $222.6K | 0.02% | −50−1.6% | Reduced |
| Agate Pass Investment Management, LLC | 2,999 | $222.9K | 0.15% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $222.9K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,008 | $223.5K | 0.04% | −171−5.4% | Reduced |
| Cassia Capital Partners, LLC | 3,010 | $223.7K | 0.18% | −31−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,024 | $224.7K | 0.06% | +228+8.2% | Added |
| Hengehold Capital Management LLC | 3,028 | $225.0K | 0.03% | +10.0% | Added |
| FirstPurpose Wealth LLC | 3,029 | $225.1K | 0.11% | +142+4.9% | Added |
| Pointe Capital Management LLC | 3,038 | $225.8K | 0.16% | −615−16.8% | Reduced |
| Semus Wealth Partners LLC | 3,047 | $226.4K | 0.24% | +17+0.6% | Added |