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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 3,048 | $226.5K | 0.05% | +3,048 | New |
| Tiemann Investment Advisors, LLC | 3,049 | $226.6K | 0.12% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,068 | $228.0K | 0.07% | +397+14.9% | Added |
| Private Wealth Partners, LLC | 3,068 | $228.0K | 0.02% | +3,068 | New |
| Resurgent Financial Advisors LLC | 3,068 | $228.0K | 0.15% | −2,039−39.9% | Reduced |
| Solidarilty Wealth, LLC | 3,075 | $228.5K | 0.10% | +3,075 | New |
| Robbins Farley LLC | 3,075 | $228.5K | 0.17% | 00.0% | Unchanged |
| Readystate Asset Management LP | 3,081 | $228.9K | 0.03% | +3,081 | New |
| Pine Valley Investments Ltd Liability Co | 4,587 | $230.3K | 0.04% | +4,587 | New |
| Advisor OS, LLC | 3,100 | $230.3K | 0.06% | +3,100 | New |
| Phocas Financial Corp. | 3,105 | $230.7K | 0.03% | 00.0% | Unchanged |
| American Trust | 3,113 | $231.3K | 0.02% | −6,143−66.4% | Reduced |
| Cypress Wealth Services, LLC | 3,119 | $231.8K | 0.07% | +137+4.6% | Added |
| RB Capital Management, LLC | 3,124 | $232.1K | 0.08% | −932−23.0% | Reduced |
| Horan Securities, Inc. | 3,126 | $232.3K | 0.12% | +91+3.0% | Added |
| Blueprint Investment Partners LLC | 3,126 | $232.3K | 0.05% | −4,329−58.1% | Reduced |
| OneAscent Wealth Management LLC | 3,141 | $233.0K | 0.09% | −1,703−35.2% | Reduced |
| Evoke Wealth, LLC | 3,137 | $233.1K | 0.01% | +216+7.4% | Added |
| Cardiff Park Advisors, LLC | 3,149 | $234.0K | 0.03% | −434−12.1% | Reduced |
| Am Investment Strategies LLC | 3,153 | $234.0K | 0.08% | +3,153 | New |
| Financial Advisory Service, Inc. | 3,167 | $235.3K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,170 | $235.5K | 0.18% | +381+13.7% | Added |
| Fort, L.P. | 3,170 | $235.6K | 0.61% | −1,021−24.4% | Reduced |
| Retirement Financial Solutions, LLC | 3,172 | $235.7K | 0.19% | +322+11.3% | Added |
| Johnson Financial Group, Inc. | 3,185 | $236.7K | 0.02% | +924+40.9% | Added |
| Legacy Financial Advisors, Inc. | 3,198 | $237.6K | 0.05% | −826−20.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,202 | $237.9K | 0.23% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,206 | $238.2K | 0.14% | +13+0.4% | Added |
| American National Bank | 3,208 | $238.4K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,212 | $238.7K | 0.17% | +4+0.1% | Added |
| Riverwater Partners LLC | 3,218 | $239.1K | 0.22% | −19−0.6% | Reduced |
| Oxford Financial Group Ltd | 3,221 | $239.3K | 0.03% | +3,221 | New |
| Keudell/Morrison Wealth Management | 3,229 | $239.9K | 0.07% | −608−15.8% | Reduced |
| First National Corp | 3,235 | $240.4K | 0.06% | +26+0.8% | Added |
| Marathon Capital Management | 3,235 | $240.4K | 0.06% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3,235 | $240.4K | 0.06% | −70−2.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,240 | $240.8K | 0.05% | −198−5.8% | Reduced |
| TFG Advisers LLC | 3,255 | $241.8K | 0.12% | −904−21.7% | Reduced |
| Financial Management Professionals, Inc. | 3,258 | $242.0K | 0.05% | +595+22.3% | Added |
| Kolinsky Wealth Management, LLC | 3,269 | $243.0K | 0.26% | −529−13.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,279 | $243.6K | 0.02% | +3,279 | New |
| Groesbeck Investment Management Corp | 3,284 | $244.0K | 0.37% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3,297 | $245.0K | 0.19% | +621+23.2% | Added |
| Pinnacle Bancorp, Inc. | 3,298 | $245.1K | 0.09% | +50+1.5% | Added |
| PDS Planning, Inc | 3,309 | $245.9K | 0.03% | +3,309 | New |
| Addison Advisors LLC | 3,310 | $246.0K | 0.14% | +10.0% | Added |
| True Wealth Design, LLC | 3,313 | $246.2K | 0.10% | +2,795+539.6% | Added |
| Independent Solutions Wealth Management, LLC | 3,335 | $247.8K | 0.07% | −320−8.8% | Reduced |
| Calton & Associates, Inc. | 3,336 | $247.9K | 0.12% | −1,071−24.3% | Reduced |
| Revolve Wealth Partners, LLC | 3,340 | $248.2K | 0.06% | −1,202−26.5% | Reduced |
| Ridgewood Investments LLC | 3,349 | $248.9K | 0.15% | +3,349 | New |
| True Link Financial Advisors, LLC | 3,350 | $248.9K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,357 | $249.0K | 0.09% | +937+38.7% | Added |
| Advisory Alpha, LLC | 3,363 | $249.9K | 0.02% | +666+24.7% | Added |
| Defined Wealth Management, LLC | 3,368 | $250.3K | 0.23% | 00.0% | Unchanged |
| Center For Asset Management LLC | 3,372 | $250.5K | 0.25% | +82+2.5% | Added |
| Precision Wealth Strategies, LLC | 3,378 | $251.0K | 0.39% | −2,657−44.0% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 3,378 | $251.0K | 0.15% | −57−1.7% | Reduced |
| Platform Technology Partners | 3,379 | $251.1K | 0.12% | −42−1.2% | Reduced |
| Seed Wealth Management, Inc. | 3,390 | $251.9K | 0.29% | −300−8.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,390 | $251.9K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,391 | $252.0K | 0.03% | −387−10.2% | Reduced |
| Sovereign Financial Group, Inc. | 3,394 | $252.2K | 0.09% | −48−1.4% | Reduced |
| Watershed Asset Management, L.L.C. | 3,395 | $252.3K | 0.31% | +3,395 | New |
| Alta Advisers Ltd | 3,400 | $252.7K | 0.15% | 00.0% | Unchanged |
| Lincoln Capital Corp | 3,413 | $253.6K | 0.15% | −34,137−90.9% | Reduced |
| American Money Management, LLC | 3,422 | $254.3K | 0.07% | +3+0.1% | Added |
| Garden State Investment Advisory Services LLC | 3,427 | $254.6K | 0.13% | −543−13.7% | Reduced |
| Adviser Investments LLC | 3,431 | $254.9K | 0.01% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 3,431 | $254.9K | 0.11% | +23+0.7% | Added |
| Fidelity D & D Bancorp Inc | 3,198 | $255.1K | 0.19% | +3,198 | New |
| Finer Wealth Management, Inc. | 3,444 | $256.0K | 0.22% | −29−0.8% | Reduced |
| Quad-Cities Investment Group, LLC | 3,451 | $256.4K | 0.18% | −299−8.0% | Reduced |
| Corrigan Financial, Inc. | 3,458 | $257.0K | 0.08% | −345−9.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 4,081 | $257.0K | 0.01% | +4,081 | New |
| Arbor Trust Wealth Advisors, LLC | 3,462 | $257.3K | 0.17% | −701−16.8% | Reduced |
| Old Point Trust & Financial Services N A | 3,499 | $260.0K | 0.11% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,500 | $260.1K | 0.02% | −259−6.9% | Reduced |
| Caas Capital Management LP | 3,500 | $260.1K | 0.08% | +3,500 | New |
| First Western Trust Bank | 3,502 | $260.2K | 0.01% | −65−1.8% | Reduced |
| Insight 2811, Inc. | 3,513 | $261.1K | 0.16% | −138−3.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,515 | $261.2K | 0.02% | −56−1.6% | Reduced |
| Davidson Trust Co | 3,522 | $261.7K | 0.20% | +310+9.7% | Added |
| Private Asset Management Inc | 3,524 | $261.9K | 0.04% | −199−5.3% | Reduced |
| Berger Financial Group, Inc | 3,551 | $263.9K | 0.03% | +692+24.2% | Added |
| Aspiriant, LLC | 3,563 | $264.8K | 0.01% | −58−1.6% | Reduced |
| Magnolia Capital Management Ltd | 3,570 | $265.0K | 0.25% | 00.0% | Unchanged |
| Granite FO LLC | 3,620 | $265.4K | 0.16% | +3,620 | New |
| AFS Financial Group, LLC | 3,577 | $265.8K | 0.18% | +65+1.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,581 | $266.0K | 0.00% | −1,372−27.7% | Reduced |
| Proficio Capital Partners LLC | 3,581 | $266.1K | 0.04% | −1,019−22.2% | Reduced |
| Investment Advisory Group, LLC | 3,602 | $267.7K | 0.15% | +1,000+38.4% | Added |
| Apexium Financial, LP | 3,603 | $267.7K | 0.03% | +98+2.8% | Added |
| Summit Financial, LLC | 3,613 | $268.5K | 0.02% | +102+2.9% | Added |
| City State Bank | 3,622 | $269.0K | 0.15% | −385−9.6% | Reduced |
| Front Barnett Associates LLC | 3,623 | $269.0K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,622 | $269.0K | 0.02% | +452+14.3% | Added |
| E Fund Management Co., Ltd. | 3,639 | $270.0K | 0.02% | +60+1.7% | Added |
| Cardinal Strategic Wealth Guidance | 3,630 | $270.1K | 0.13% | −5−0.1% | Reduced |
| NTV Asset Management LLC | 3,641 | $270.6K | 0.05% | +29+0.8% | Added |