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 |
|---|---|---|---|---|---|
| Onefund, LLC | 3,239 | $257.7K | 0.31% | −158−4.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,242 | $258.6K | 0.10% | +423+15.0% | Added |
| 180 Wealth Advisors, LLC | 3,248 | $259.0K | 0.05% | −19,967−86.0% | Reduced |
| Renaissance Group LLC | 3,269 | $260.7K | 0.01% | +270+9.0% | Added |
| Quilter Plc | 3,270 | $260.8K | 0.01% | +200+6.5% | Added |
| Symphony Financial, Ltd. Co. | 3,275 | $261.2K | 0.06% | −554−14.5% | Reduced |
| First National Bank | 3,280 | $261.6K | 0.20% | −213−6.1% | Reduced |
| Aspiriant, LLC | 3,287 | $262.2K | 0.01% | −380−10.4% | Reduced |
| Howe & Rusling Inc | 3,290 | $262.4K | 0.03% | +80+2.5% | Added |
| Patron Partners Advisors, LLC | 3,297 | $263.0K | 0.16% | −101−3.0% | Reduced |
| Oxford Financial Group Ltd | 3,302 | $263.4K | 0.02% | −309−8.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,313 | $264.3K | 0.06% | −108−3.2% | Reduced |
| Old Port Advisors | 3,314 | $264.3K | 0.08% | +119+3.7% | Added |
| City State Bank | 3,317 | $265.0K | 0.12% | −16−0.5% | Reduced |
| Flynn Zito Capital Management, LLC | 3,333 | $265.8K | 0.14% | +5+0.2% | Added |
| American Money Management, LLC | 3,338 | $266.2K | 0.06% | −96−2.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,340 | $266.4K | 0.20% | −245−6.8% | Reduced |
| Canopy Partners, LLC | 3,342 | $266.6K | 0.13% | +235+7.6% | Added |
| Fulcrum Equity Management | 3,352 | $267.4K | 0.32% | +545+19.4% | Added |
| Quad-Cities Investment Group, LLC | 3,356 | $267.6K | 0.16% | +2+0.1% | Added |
| ZWJ Investment Counsel Inc | 3,372 | $269.0K | 0.01% | −1,000−22.9% | Reduced |
| Grove Bank & Trust | 3,378 | $269.4K | 0.05% | −250−6.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,382 | $269.7K | 0.02% | +299+9.7% | Added |
| Traphagen Investment Advisors LLC | 3,393 | $270.6K | 0.03% | +152+4.7% | Added |
| Abel Hall, LLC | 3,397 | $270.9K | 0.20% | −54−1.6% | Reduced |
| Alta Advisers Ltd | 3,400 | $271.2K | 0.13% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,400 | $271.2K | 0.19% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,404 | $271.5K | 0.04% | −87−2.5% | Reduced |
| Prairie Sky Financial Group LLC | 3,412 | $272.1K | 0.16% | −200−5.5% | Reduced |
| Intrepid Capital Management Inc | 3,414 | $272.3K | 0.18% | −16,140−82.5% | Reduced |
| Proficio Capital Partners LLC | 3,418 | $272.6K | 0.03% | +292+9.3% | Added |
| Nwam LLC | 4,810 | $273.7K | 0.02% | −382−7.4% | Reduced |
| Defined Wealth Management, LLC | 3,435 | $274.0K | 0.20% | +5+0.1% | Added |
| Simon Quick Advisors, LLC | 3,447 | $275.0K | 0.02% | +604+21.2% | Added |
| Walter & Keenan Financial Consulting Co | 3,450 | $275.2K | 0.09% | −3,662−51.5% | Reduced |
| Signet Financial Management, LLC | 3,450 | $275.2K | 0.04% | −202−5.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,464 | $276.3K | 0.02% | −225−6.1% | Reduced |
| Bank of Stockton | 3,467 | $276.5K | 0.09% | +150+4.5% | Added |
| Berger Financial Group, Inc | 3,468 | $276.6K | 0.02% | +631+22.2% | Added |
| Operose Advisors LLC | 3,475 | $277.2K | 0.09% | +78+2.3% | Added |
| Main Street Group, LTD | 3,488 | $277.8K | 0.12% | +2,712+349.5% | Added |
| Savvy Advisors, Inc. | 3,486 | $278.0K | 0.16% | +3,486 | New |
| Grandview Asset Management LLC | 3,504 | $279.0K | 0.13% | +10.0% | Added |
| Financial Sense Advisors, Inc. | 3,500 | $279.2K | 0.10% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,500 | $279.2K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,501 | $279.2K | 0.04% | +42+1.2% | Added |
| First National Bank Sioux Falls | 3,522 | $280.9K | 0.15% | +118+3.5% | Added |
| Investment Advisory Group, LLC | 3,527 | $281.3K | 0.12% | +10+0.3% | Added |
| Great Point Wealth Advisors, LLC | 3,536 | $282.0K | 0.07% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,565 | $284.3K | 0.03% | −54−1.5% | Reduced |
| Oak Harvest Investment Services | 3,569 | $284.7K | 0.05% | +302+9.2% | Added |
| Partnership Wealth Management, LLC | 3,571 | $284.8K | 0.20% | −221−5.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,572 | $284.9K | 0.16% | −100−2.7% | Reduced |
| Atlas Private Wealth Management | 3,598 | $287.0K | 0.12% | −595−14.2% | Reduced |
| Orion Capital Management LLC | 3,600 | $287.1K | 0.15% | −1,874−34.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,605 | $287.5K | 0.09% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,607 | $287.7K | 0.02% | +550+18.0% | Added |
| Aprio Wealth Management, LLC | 3,619 | $288.6K | 0.06% | −325−8.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,623 | $289.0K | 0.03% | +999+38.1% | Added |
| Clear Creek Financial Management, LLC | 3,628 | $289.4K | 0.04% | +875+31.8% | Added |
| New Insight Wealth Advisors | 3,642 | $290.5K | 0.18% | −2,024−35.7% | Reduced |
| Keystone Financial Services | 3,643 | $290.6K | 0.13% | −69−1.9% | Reduced |
| First National Corp | 3,681 | $290.6K | 0.07% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3,653 | $291.4K | 0.30% | −264−6.7% | Reduced |
| Woodmont Investment Counsel LLC | 3,663 | $292.2K | 0.02% | −100−2.7% | Reduced |
| Westmount Partners, LLC | 3,664 | $292.2K | 0.11% | 00.0% | Unchanged |
| Winton Group Ltd | 3,666 | $292.4K | 0.02% | −32,983−90.0% | Reduced |
| Stockman Wealth Management, Inc. | 3,674 | $293.0K | 0.05% | −93,408−96.2% | Reduced |
| Navellier & Associates Inc | 3,675 | $293.1K | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,692 | $294.5K | 0.07% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 4,257 | $296.4K | 0.20% | +4,257 | New |
| Advisory Alpha, LLC | 3,753 | $299.3K | 0.01% | +329+9.6% | Added |
| WealthBridge Capital Management, LLC | 3,754 | $299.4K | 0.10% | +3,754 | New |
| Annex Advisory Services, LLC | 3,758 | $299.7K | 0.01% | +3,758 | New |
| Cornerstone Advisory, LLC | 3,763 | $300.2K | 0.04% | −343−8.4% | Reduced |
| Alliance Wealth Advisors, LLC | 3,764 | $300.2K | 0.09% | +455+13.8% | Added |
| Fox Run Management, L.L.C. | 3,769 | $300.6K | 0.06% | −10,294−73.2% | Reduced |
| Tyler-Stone Wealth Management | 3,772 | $300.8K | 0.13% | +336+9.8% | Added |
| Allstate Corp | 3,775 | $301.1K | 0.02% | −432−10.3% | Reduced |
| Kaizen Financial Strategies | 3,779 | $301.4K | 0.20% | +225+6.3% | Added |
| Cardiff Park Advisors, LLC | 3,783 | $301.7K | 0.03% | +8+0.2% | Added |
| JGP Wealth Management, LLC | 3,798 | $302.9K | 0.04% | −681−15.2% | Reduced |
| Financial Advocates Investment Management | 3,851 | $307.2K | 0.02% | −622−13.9% | Reduced |
| InTrack Investment Management Inc | 3,857 | $307.6K | 0.23% | +48+1.3% | Added |
| Aull & Monroe Investment Management Corp | 3,869 | $308.6K | 0.14% | −40−1.0% | Reduced |
| McGuire Investment Group, LLC | 3,875 | $309.1K | 0.05% | −269−6.5% | Reduced |
| Balanced Rock Investment Advisor | 3,876 | $309.1K | 0.26% | −3,587−48.1% | Reduced |
| Edge Capital Group, LLC | 3,887 | $310.0K | 0.02% | −327−7.8% | Reduced |
| Richwood Investment Advisors, LLC | 3,887 | $310.0K | 0.28% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,894 | $310.6K | 0.04% | +11+0.3% | Added |
| Bank Ozk | 3,896 | $310.7K | 0.14% | −1,973−33.6% | Reduced |
| AA Financial Advisors, LLC | 3,897 | $310.8K | 0.13% | +3,897 | New |
| LBMC Investment Advisors, LLC | 3,899 | $311.0K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,906 | $311.1K | 0.11% | −10.0% | Reduced |
| Imprint Wealth LLC | 3,918 | $311.7K | 0.08% | +3,918 | New |
| Northeast Financial Consultants Inc | 3,913 | $312.1K | 0.02% | +3,913 | New |
| Tranquilli Financial Advisor LLC | 3,931 | $313.5K | 0.21% | +1,203+44.1% | Added |
| Financial Management Professionals, Inc. | 3,948 | $315.0K | 0.05% | +508+14.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,951 | $315.2K | 0.18% | −260−6.2% | Reduced |
| LVW Advisors, LLC | 3,965 | $316.2K | 0.05% | +3,965 | New |