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 2024
Institutional positions in CVS Health Corp as of Mar 31, 2024. 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
- 2,184
- −47 vs. Q4 2023
- Shares held
- 1.01B
- −11.4M (−1.1%) vs. Q4 2023
- Total value
- $80.1B
- −$228.5M (−0.3%) vs. Q4 2023
- New holders
- 133
- 784 more added
- Sold out
- 180
- 1,044 more reduced
34 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New Jersey Better Educational Savings Trust | 2,700 | $215.4K | 0.41% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,702 | $215.5K | 0.16% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 2,705 | $215.8K | 0.16% | −250−8.5% | Reduced |
| Wimmer Associates 1, LLC | 2,705 | $215.8K | 0.11% | −160−5.6% | Reduced |
| Phocas Financial Corp. | 2,705 | $215.8K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 2,714 | $216.5K | 0.04% | +60+2.3% | Added |
| Orrstown Financial Services Inc | 2,724 | $217.3K | 0.12% | −2,052−43.0% | Reduced |
| Sound Income Strategies, LLC | 2,740 | $218.5K | 0.02% | +74+2.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,745 | $218.9K | 0.01% | +16+0.6% | Added |
| Shulman DeMeo Asset Management LLC | 2,751 | $219.4K | 0.06% | +3+0.1% | Added |
| TFG Advisers LLC | 2,753 | $219.6K | 0.09% | −118−4.1% | Reduced |
| Fort, L.P. | 2,769 | $220.9K | 0.55% | −446−13.9% | Reduced |
| Balboa Wealth Partners | 2,782 | $221.9K | 0.07% | −325−10.5% | Reduced |
| Creative Financial Designs Inc | 2,782 | $221.9K | 0.02% | −131−4.5% | Reduced |
| Tempus Wealth Planning, LLC | 2,783 | $222.0K | 0.10% | −4,217−60.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,788 | $222.4K | 0.06% | +25+0.9% | Added |
| CBOE Vest Financial, LLC | 2,793 | $222.8K | 0.01% | +2,793 | New |
| Wetzel Investment Advisors, Inc. | 3,220 | $223.4K | 0.13% | −97−2.9% | Reduced |
| Wealth Advisory Solutions, LLC | 2,804 | $223.6K | 0.06% | +2,804 | New |
| Amplius Wealth Advisors, LLC | 2,805 | $223.7K | 0.03% | −38−1.3% | Reduced |
| Pacific Sage Partners, LLC | 2,813 | $224.4K | 0.06% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,815 | $224.5K | 0.03% | +2,815 | New |
| NBW Capital LLC | 2,816 | $224.6K | 0.05% | +213+8.2% | Added |
| Hyman Charles D | 2,818 | $225.0K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 2,860 | $225.8K | 0.10% | −4,281−59.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,834 | $226.0K | 0.04% | +288+11.3% | Added |
| Clay Northam Wealth Management, LLC | 2,845 | $226.9K | 0.18% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,850 | $227.4K | 0.03% | +2,850 | New |
| Trueblood Wealth Management, LLC | 2,853 | $227.6K | 0.13% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 2,860 | $228.1K | 0.02% | +19+0.7% | Added |
| Falcon Wealth Planning | 2,860 | $228.1K | 0.04% | −94−3.2% | Reduced |
| Guyasuta Investment Advisors Inc | 2,891 | $228.3K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,868 | $228.8K | 0.06% | +13+0.5% | Added |
| Advisor OS, LLC | 2,872 | $229.1K | 0.03% | −735−20.4% | Reduced |
| Aberdeen Wealth Management LLC | 2,874 | $229.2K | 0.13% | +3+0.1% | Added |
| Wedge Capital Management L L P | 2,874 | $229.2K | 0.00% | −414,310−99.3% | Reduced |
| Harfst & Associates, Inc. | 2,898 | $231.1K | 0.05% | −47−1.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,899 | $231.3K | 0.05% | +2,899 | New |
| Masso Torrence Wealth Management Inc. | 2,906 | $231.8K | 0.14% | +2,906 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,911 | $232.1K | 0.01% | +202+7.5% | Added |
| Tiemann Investment Advisors, LLC | 2,914 | $232.4K | 0.10% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,919 | $232.8K | 0.04% | −257−8.1% | Reduced |
| Heritage Wealth Advisors | 2,920 | $232.9K | 0.01% | −776−21.0% | Reduced |
| Magnus Financial Group LLC | 2,922 | $233.0K | 0.03% | −152−4.9% | Reduced |
| BSW Wealth Partners | 2,923 | $233.2K | 0.04% | −54−1.8% | Reduced |
| State of Wyoming | 2,933 | $233.9K | 0.04% | −69−2.3% | Reduced |
| Plan Group Financial, LLC | 2,944 | $234.8K | 0.15% | +2,944 | New |
| Holistic Financial Partners | 2,944 | $234.8K | 0.12% | −261−8.1% | Reduced |
| Nixon Peabody Trust Co | 2,945 | $234.9K | 0.02% | −952−24.4% | Reduced |
| Horizon Bancorp Inc | 2,948 | $235.0K | 0.11% | +111+3.9% | Added |
| McKinley Carter Wealth Services, Inc. | 2,955 | $235.7K | 0.02% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 2,958 | $235.9K | 0.18% | −5,062−63.1% | Reduced |
| MBL Wealth, LLC | 2,961 | $236.2K | 0.03% | +85+3.0% | Added |
| Fundamentun, LLC | 2,966 | $236.6K | 0.02% | −1,079−26.7% | Reduced |
| Azimuth Capital Investment Management LLC | 2,970 | $236.9K | 0.01% | +220+8.0% | Added |
| Avidian Wealth Solutions, LLC | 2,971 | $237.0K | 0.01% | +272+10.1% | Added |
| Cypress Wealth Services, LLC | 2,976 | $237.4K | 0.06% | +139+4.9% | Added |
| Bullock Wealth Management Group | 2,986 | $237.6K | 0.16% | +2,986 | New |
| Agate Pass Investment Management, LLC | 2,992 | $238.6K | 0.13% | −65−2.1% | Reduced |
| Carson Advisory Inc. | 2,998 | $239.1K | 0.17% | −93−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,002 | $239.4K | 0.06% | +200+7.1% | Added |
| Davis R M Inc | 3,010 | $240.1K | 0.01% | +242+8.7% | Added |
| Vista Investment Partners LLC | 3,011 | $240.2K | 0.08% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 3,014 | $240.4K | 0.10% | +10+0.3% | Added |
| Bragg Financial Advisors, Inc | 3,021 | $241.0K | 0.01% | −205−6.4% | Reduced |
| Global Financial Private Client, LLC | 3,029 | $241.0K | 0.10% | −61−2.0% | Reduced |
| New Covenant Trust Company, N.A. | 3,026 | $241.4K | 0.24% | +3,026 | New |
| Legacy Financial Advisors, Inc. | 3,028 | $241.5K | 0.04% | +488+19.2% | Added |
| Cambridge Financial Group, LLC | 3,029 | $241.6K | 0.11% | −452−13.0% | Reduced |
| Revolve Wealth Partners, LLC | 3,033 | $241.9K | 0.04% | +10+0.3% | Added |
| Thoroughbred Financial Services, LLC | 3,040 | $242.0K | 0.02% | −1,746−36.5% | Reduced |
| Pointe Capital Management LLC | 3,038 | $242.3K | 0.15% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 3,046 | $242.9K | 0.20% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,055 | $243.1K | 0.23% | −280−8.4% | Reduced |
| Private Wealth Partners, LLC | 3,048 | $243.1K | 0.02% | +80+2.7% | Added |
| Tradition Wealth Management, LLC | 3,052 | $243.4K | 0.02% | +872+40.0% | Added |
| Stonebrook Private Inc. | 3,056 | $243.7K | 0.07% | +7+0.2% | Added |
| Robbins Farley LLC | 3,075 | $245.3K | 0.13% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,076 | $245.3K | 0.07% | +91+3.0% | Added |
| Howland Capital Management LLC | 3,078 | $245.5K | 0.01% | −18,731−85.9% | Reduced |
| Evoke Wealth, LLC | 3,078 | $245.5K | 0.01% | +3,078 | New |
| Quadrant Private Wealth Management, LLC | 3,090 | $246.5K | 0.06% | −455−12.8% | Reduced |
| Community Financial Services Group, LLC | 3,102 | $247.4K | 0.06% | +3,102 | New |
| Sharp Financial Services, LLC | 3,120 | $248.9K | 0.23% | −1,019−24.6% | Reduced |
| Salomon & Ludwin, LLC | 3,161 | $249.8K | 0.02% | −170−5.1% | Reduced |
| Lebenthal Global Advisors, LLC | 3,136 | $250.1K | 0.06% | +88+2.9% | Added |
| MBM Wealth Consultants, LLC | 3,136 | $250.1K | 0.09% | −43−1.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,139 | $250.4K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,425 | $251.2K | 0.01% | +47+1.4% | Added |
| Retirement Financial Solutions, LLC | 3,155 | $251.6K | 0.13% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,158 | $251.9K | 0.09% | +3,158 | New |
| Callan Family Office, LLC | 3,164 | $252.4K | 0.06% | +415+15.1% | Added |
| DMG Group, LLC | 3,165 | $252.4K | 0.22% | −1,900−37.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,185 | $254.0K | 0.03% | −1,000−23.9% | Reduced |
| Resolute Wealth Strategies, LLC | 3,189 | $254.4K | 0.15% | +523+19.6% | Added |
| Fidelity D & D Bancorp Inc | 3,198 | $255.1K | 0.19% | −54−1.7% | Reduced |
| Horan Securities, Inc. | 3,203 | $255.5K | 0.12% | −27−0.8% | Reduced |
| TrueWealth Advisors, LLC | 3,205 | $255.6K | 0.10% | −226−6.6% | Reduced |
| Boothbay Fund Management, LLC | 3,213 | $256.3K | 0.01% | −51,037−94.1% | Reduced |
| Ariston Services Group | 3,219 | $256.7K | 0.25% | +611+23.4% | Added |