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 2023
Institutional positions in CVS Health Corp as of Sep 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
- 2,121
- −62 vs. Q2 2023
- Shares held
- 1.00B
- +4.09M (+0.4%) vs. Q2 2023
- Total value
- $70.0B
- +$1.17B (+1.7%) vs. Q2 2023
- New holders
- 109
- 784 more added
- Sold out
- 171
- 1,022 more reduced
28 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 1,904 | $132.9K | 0.01% | +1,904 | New |
| Nemes Rush Group LLC | 1,924 | $134.3K | 0.02% | −75−3.8% | Reduced |
| Y.D. More Investments Ltd | 1,960 | $136.8K | 0.03% | −126−6.0% | Reduced |
| Eagle Bay Advisors LLC | 2,023 | $141.2K | 0.07% | +689+51.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,115 | $147.7K | 0.08% | +2,115 | New |
| Granite FO LLC | 2,120 | $148.0K | 0.10% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,133 | $148.9K | 0.13% | −414−16.3% | Reduced |
| Manchester Capital Management LLC | 2,154 | $150.4K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,185 | $153.0K | 0.00% | −218−9.1% | Reduced |
| Clean Yield Group | 2,145 | $153.9K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,248 | $157.0K | 0.09% | −4,032−64.2% | Reduced |
| Sound Income Strategies, LLC | 2,275 | $158.8K | 0.01% | −32−1.4% | Reduced |
| MCF Advisors LLC | 2,292 | $160.0K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,307 | $161.1K | 0.04% | −2,365−50.6% | Reduced |
| Hantz Financial Services, Inc. | 2,331 | $163.0K | 0.00% | −115−4.7% | Reduced |
| Laraway Financial Inc | 2,340 | $163.4K | 0.17% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,345 | $163.8K | 0.01% | −398−14.5% | Reduced |
| Tradition Wealth Management, LLC | 2,361 | $165.0K | 0.02% | −28−1.2% | Reduced |
| Certified Advisory Corp | 13,273 | $165.5K | 0.03% | +11,333+584.2% | Added |
| Cherry Tree Wealth Management, LLC | 2,389 | $166.8K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,416 | $168.7K | 0.02% | −216−8.2% | Reduced |
| Tortoise Investment Management, LLC | 2,425 | $169.3K | 0.03% | +9+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 2,445 | $170.7K | 0.03% | −305−11.1% | Reduced |
| Clear Investment Research, LLC | 2,452 | $171.2K | 0.30% | −4−0.2% | Reduced |
| Centerpoint Advisors, LLC | 2,513 | $175.0K | 0.07% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,508 | $175.1K | 0.12% | +19+0.8% | Added |
| Rational Advisors LLC | 2,554 | $178.3K | 0.02% | −1,408−35.5% | Reduced |
| Addison Advisors LLC | 2,611 | $182.3K | 0.08% | +22+0.8% | Added |
| Park Place Capital Corp | 2,635 | $184.0K | 0.05% | −5,981−69.4% | Reduced |
| Roble, Belko & Company, Inc | 2,700 | $189.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,717 | $189.7K | 0.02% | +113+4.3% | Added |
| Loomis Sayles & Co L P | 2,727 | $190.0K | 0.00% | −3,507−56.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,726 | $190.3K | 0.05% | +843+44.8% | Added |
| WFA Asset Management Corp | 2,749 | $191.9K | 0.11% | −96−3.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,799 | $195.4K | 0.10% | −100−3.4% | Reduced |
| True Wealth Design, LLC | 2,802 | $195.6K | 0.07% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,820 | $196.0K | 0.13% | +1,007+55.5% | Added |
| Legacy Bridge, LLC | 2,865 | $200.0K | 0.14% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,869 | $200.3K | 0.11% | −196−6.4% | Reduced |
| CoreCap Advisors, LLC | 2,871 | $200.4K | 0.01% | +2,871 | New |
| Perennial Investment Advisors, LLC | 2,887 | $201.6K | 0.04% | +2,887 | New |
| CNB Bank | 2,889 | $201.7K | 0.12% | −602−17.2% | Reduced |
| United Bank | 2,895 | $202.1K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,899 | $202.4K | 0.20% | +2,899 | New |
| Stone Point Wealth LLC | 2,900 | $202.5K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,903 | $202.7K | 0.03% | −1,315−31.2% | Reduced |
| Renaissance Group LLC | 2,908 | $203.0K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 2,913 | $203.4K | 0.05% | +2,913 | New |
| Carmichael Hill & Associates, Inc. | 2,915 | $203.5K | 0.10% | −26−0.9% | Reduced |
| High Net Worth Advisory Group LLC | 2,920 | $203.9K | 0.08% | −1,200−29.1% | Reduced |
| Welch Group, LLC | 2,926 | $204.3K | 0.01% | −982−25.1% | Reduced |
| True North Advisors, LLC | 2,927 | $204.4K | 0.06% | +27+0.9% | Added |
| Aberdeen Wealth Management LLC | 2,944 | $205.6K | 0.15% | +2+0.1% | Added |
| Harfst & Associates, Inc. | 2,945 | $205.6K | 0.06% | −58−1.9% | Reduced |
| Naviter Wealth, LLC | 2,951 | $206.0K | 0.05% | −69−2.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,962 | $206.8K | 0.02% | +17+0.6% | Added |
| Platform Technology Partners | 2,967 | $207.1K | 0.10% | −438−12.9% | Reduced |
| Private Wealth Partners, LLC | 2,968 | $207.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 2,986 | $208.5K | 0.04% | −212−6.6% | Reduced |
| BSW Wealth Partners | 2,989 | $208.7K | 0.05% | −1,765−37.1% | Reduced |
| Financial Management Professionals, Inc. | 2,999 | $209.0K | 0.04% | −430−12.5% | Reduced |
| Thrive Capital Management, LLC | 2,593 | $209.3K | 0.12% | +2,593 | New |
| Agate Pass Investment Management, LLC | 2,999 | $209.4K | 0.14% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $209.5K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,002 | $209.6K | 0.08% | −762−20.2% | Reduced |
| Brown Wealth Management, LLC | 3,004 | $209.7K | 0.10% | −76−2.5% | Reduced |
| KRS Capital Management, LLC | 3,004 | $209.7K | 0.22% | −2,326−43.6% | Reduced |
| Traphagen Investment Advisors LLC | 3,005 | $209.8K | 0.03% | −865−22.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,007 | $209.9K | 0.06% | −2,633−46.7% | Reduced |
| Truvestments Capital LLC | 3,013 | $210.4K | 0.11% | +16+0.5% | Added |
| Keystone Financial Group | 3,015 | $210.5K | 0.04% | +50+1.7% | Added |
| Congress Wealth Management LLC | 3,021 | $211.0K | 0.00% | −2,298−43.2% | Reduced |
| Resurgent Financial Advisors LLC | 3,022 | $211.0K | 0.14% | +21+0.7% | Added |
| Bangor Savings Bank | 3,032 | $211.7K | 0.03% | +125+4.3% | Added |
| Evoke Wealth, LLC | 3,034 | $211.9K | 0.01% | −163−5.1% | Reduced |
| V-Square Quantitative Management LLC | 3,035 | $211.9K | 0.09% | +2,929+2,763.2% | Added |
| Pointe Capital Management LLC | 3,038 | $212.1K | 0.17% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,068 | $212.5K | 0.21% | −132−4.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,045 | $212.6K | 0.04% | −224−6.9% | Reduced |
| Wimmer Associates 1, LLC | 3,050 | $213.0K | 0.13% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,052 | $213.1K | 0.02% | +31+1.0% | Added |
| Forbes J M & Co LLP | 3,061 | $213.7K | 0.03% | +3,061 | New |
| Acorn Financial Advisory Services Inc | 3,062 | $213.8K | 0.04% | −20−0.6% | Reduced |
| Buckingham Strategic Partners | 3,068 | $214.3K | 0.01% | +3,068 | New |
| KLCM Advisors, Inc. | 3,070 | $214.4K | 0.04% | +2+0.1% | Added |
| Robbins Farley LLC | 3,075 | $214.7K | 0.15% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,076 | $215.0K | 0.02% | −129−4.0% | Reduced |
| Chesapeake Wealth Management | 3,082 | $215.2K | 0.09% | −6,569−68.1% | Reduced |
| HCR Wealth Advisors | 3,093 | $216.0K | 0.05% | −27,871−90.0% | Reduced |
| TFG Advisers LLC | 3,094 | $216.0K | 0.10% | +19+0.6% | Added |
| United Community Bank | 3,103 | $216.7K | 0.11% | +175+6.0% | Added |
| Phocas Financial Corp. | 3,105 | $216.8K | 0.03% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 3,115 | $217.5K | 0.05% | +32+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 3,132 | $218.7K | 0.02% | +46+1.5% | Added |
| Old North State Trust, LLC | 3,135 | $219.0K | 0.17% | −91−2.8% | Reduced |
| TFC Financial Management | 3,139 | $219.2K | 0.05% | −720−18.7% | Reduced |
| Monticello Wealth Management, LLC | 3,140 | $219.2K | 0.02% | +3,140 | New |
| Falcon Wealth Planning | 3,144 | $219.5K | 0.05% | +168+5.6% | Added |
| Cedar Brook Financial Partners, LLC | 3,155 | $220.3K | 0.06% | −1,029−24.6% | Reduced |
| Retirement Financial Solutions, LLC | 3,155 | $220.3K | 0.15% | −17−0.5% | Reduced |