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 2023
Institutional positions in CVS Health Corp as of Jun 30, 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
- 2,211
- −51 vs. Q1 2023
- Shares held
- 998.2M
- −14.3M (−1.4%) vs. Q1 2023
- Total value
- $68.9B
- −$5.24B (−7.1%) vs. Q1 2023
- New holders
- 114
- 964 more added
- Sold out
- 165
- 923 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 1,775 | $122.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,779 | $123.0K | 0.03% | −3,706−67.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,787 | $123.0K | 0.04% | +138+8.4% | Added |
| Horizon Bancorp Inc | 1,813 | $125.0K | 0.08% | +1,524+527.3% | Added |
| Spirit of America Management Corp | 1,811 | $125.2K | 0.03% | −4,400−70.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,811 | $125.2K | 0.03% | −765−29.7% | Reduced |
| Larson Financial Group LLC | 1,824 | $126.1K | 0.01% | +232+14.6% | Added |
| Focused Wealth Management, Inc | 1,858 | $128.4K | 0.02% | −83−4.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,883 | $130.2K | 0.03% | +9+0.5% | Added |
| West Paces Advisors Inc. | 1,906 | $131.8K | 0.04% | −698−26.8% | Reduced |
| Old Point Trust & Financial Services N A | 1,916 | $132.5K | 0.06% | −1,583−45.2% | Reduced |
| DT Investment Partners, LLC | 1,794 | $132.7K | 0.02% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,940 | $134.1K | 0.02% | −169−8.0% | Reduced |
| Centennial Bank | 1,966 | $135.9K | 0.09% | −400−16.9% | Reduced |
| Clear Street Markets LLC | 1,976 | $137.0K | 0.06% | −842−29.9% | Reduced |
| Nemes Rush Group LLC | 1,999 | $138.2K | 0.02% | +1,999 | New |
| Y.D. More Investments Ltd | 2,086 | $144.2K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 2,120 | $146.6K | 0.10% | −1,500−41.4% | Reduced |
| Clean Yield Group | 2,145 | $148.3K | 0.06% | −100−4.5% | Reduced |
| Manchester Capital Management LLC | 2,154 | $148.9K | 0.02% | −4,166−65.9% | Reduced |
| HHM Wealth Advisors, LLC | 2,162 | $149.5K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,292 | $158.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,307 | $159.5K | 0.02% | −669−22.5% | Reduced |
| Laraway Financial Inc | 2,340 | $161.8K | 0.16% | −200−7.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,354 | $162.7K | 0.02% | −389−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,196 | $163.0K | 0.00% | −4,857−68.9% | Reduced |
| Tradition Wealth Management, LLC | 2,389 | $165.0K | 0.02% | +177+8.0% | Added |
| Cherry Tree Wealth Management, LLC | 2,389 | $165.2K | 0.05% | +2,389 | New |
| Newbridge Financial Services Group, Inc. | 2,398 | $165.8K | 0.08% | +185+8.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,403 | $166.0K | 0.00% | −1,178−32.9% | Reduced |
| Tortoise Investment Management, LLC | 2,416 | $167.0K | 0.02% | +584+31.9% | Added |
| Hantz Financial Services, Inc. | 2,446 | $169.0K | 0.00% | −67,923−96.5% | Reduced |
| Laffer Tengler Investments | 2,453 | $169.6K | 0.04% | −38,226−94.0% | Reduced |
| Clear Investment Research, LLC | 2,456 | $169.8K | 0.28% | +14+0.6% | Added |
| New England Capital Financial Advisors LLC | 2,489 | $172.1K | 0.11% | −131−5.0% | Reduced |
| Centerpoint Advisors, LLC | 2,513 | $174.0K | 0.07% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,547 | $176.1K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,589 | $179.0K | 0.09% | −721−21.8% | Reduced |
| Creative Financial Designs Inc | 2,604 | $180.0K | 0.02% | +113+4.5% | Added |
| Plante Moran Financial Advisors, LLC | 2,632 | $181.9K | 0.02% | +723+37.9% | Added |
| Roble, Belko & Company, Inc | 2,700 | $187.0K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,743 | $189.6K | 0.01% | −253−8.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,750 | $190.1K | 0.04% | −78−2.8% | Reduced |
| True Wealth Design, LLC | 2,802 | $193.7K | 0.07% | −511−15.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,820 | $194.9K | 0.17% | +200+7.6% | Added |
| WFA Asset Management Corp | 2,845 | $196.7K | 0.12% | +23+0.8% | Added |
| Legacy Bridge, LLC | 2,865 | $198.1K | 0.13% | 00.0% | Unchanged |
| United Bank | 2,895 | $200.1K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,897 | $200.2K | 0.05% | +522+22.0% | Added |
| Tiemann Investment Advisors, LLC | 2,899 | $200.4K | 0.10% | −150−4.9% | Reduced |
| True North Advisors, LLC | 2,900 | $200.5K | 0.06% | −7,800−72.9% | Reduced |
| Stone Point Wealth LLC | 2,900 | $200.5K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,905 | $200.8K | 0.05% | +2,905 | New |
| Bangor Savings Bank | 2,907 | $201.0K | 0.02% | −37−1.3% | Reduced |
| Renaissance Group LLC | 2,908 | $201.0K | 0.01% | +2,908 | New |
| ETF Store, Inc. | 2,789 | $201.7K | 0.14% | +2,789 | New |
| Precision Wealth Strategies, LLC | 2,924 | $202.1K | 0.33% | −454−13.4% | Reduced |
| Private Asset Management Inc | 2,925 | $202.2K | 0.04% | −599−17.0% | Reduced |
| United Community Bank | 2,928 | $202.4K | 0.18% | +440+17.7% | Added |
| Silvia McColl Wealth Management, LLC | 2,929 | $202.5K | 0.19% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,932 | $202.7K | 0.10% | −1,670−36.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,941 | $203.3K | 0.10% | +420+16.7% | Added |
| Aberdeen Wealth Management LLC | 2,942 | $203.4K | 0.15% | −228−7.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,945 | $203.6K | 0.02% | −570−16.2% | Reduced |
| Rathbone Brothers plc | 2,952 | $204.1K | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 2,958 | $204.5K | 0.01% | −544−15.5% | Reduced |
| Advisor OS, LLC | 2,963 | $204.8K | 0.03% | −137−4.4% | Reduced |
| Keystone Financial Group | 2,965 | $205.0K | 0.03% | +2,965 | New |
| Private Wealth Partners, LLC | 2,968 | $205.2K | 0.02% | −100−3.3% | Reduced |
| Holistic Financial Partners | 2,971 | $205.4K | 0.14% | +122+4.3% | Added |
| Falcon Wealth Planning | 2,976 | $205.7K | 0.05% | +2,976 | New |
| Evergreen Wealth Solutions, LLC | 2,977 | $205.8K | 0.21% | +2,977 | New |
| Baron Wealth Management LLC | 2,996 | $207.1K | 0.13% | +2,996 | New |
| Truvestments Capital LLC | 2,997 | $207.2K | 0.10% | +22+0.7% | Added |
| Agate Pass Investment Management, LLC | 2,999 | $207.3K | 0.13% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $207.4K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,001 | $207.5K | 0.14% | −67−2.2% | Reduced |
| Harfst & Associates, Inc. | 3,003 | $207.6K | 0.06% | −4,769−61.4% | Reduced |
| Naviter Wealth, LLC | 3,020 | $208.8K | 0.05% | +3,020 | New |
| Gallagher Fiduciary Advisors, LLC | 3,021 | $208.8K | 0.02% | −258−7.9% | Reduced |
| BCJ Capital Management, LLC | 3,026 | $209.2K | 0.02% | +3,026 | New |
| Pointe Capital Management LLC | 3,038 | $210.0K | 0.16% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,050 | $210.8K | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,062 | $211.7K | 0.01% | −123−3.9% | Reduced |
| West Michigan Advisors, LLC | 3,065 | $211.9K | 0.08% | +89+3.0% | Added |
| KLCM Advisors, Inc. | 3,068 | $212.1K | 0.04% | +3,068 | New |
| Advisory Alpha, LLC | 3,068 | $212.1K | 0.01% | −295−8.8% | Reduced |
| Robbins Farley LLC | 3,075 | $212.6K | 0.15% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,075 | $212.6K | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,075 | $212.6K | 0.10% | −180−5.5% | Reduced |
| Brown Wealth Management, LLC | 3,080 | $212.9K | 0.11% | +3,080 | New |
| Tyler-Stone Wealth Management | 3,086 | $213.0K | 0.12% | +3,086 | New |
| Acorn Financial Advisory Services Inc | 3,082 | $213.1K | 0.04% | +3,082 | New |
| B.O.S.S. Retirement Advisors, LLC | 3,083 | $213.1K | 0.05% | +3,083 | New |
| Procyon Private Wealth Partners, LLC | 3,086 | $213.3K | 0.03% | +78+2.6% | Added |
| Accurate Wealth Management, LLC | 2,996 | $213.8K | 0.07% | −2,791−48.2% | Reduced |
| Prelude Capital Management, LLC | 3,096 | $214.0K | 0.02% | −2,818−47.6% | Reduced |
| Phocas Financial Corp. | 3,105 | $214.6K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,129 | $215.1K | 0.20% | −140−4.3% | Reduced |
| Finer Wealth Management, Inc. | 3,144 | $217.4K | 0.17% | −300−8.7% | Reduced |