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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 2024

Institutional positions in CVS Health Corp as of Jun 30, 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
1,918
−238 vs. Q1 2024
Shares held
1.03B
+22.4M (+2.2%) vs. Q1 2024
Total value
$60.6B
−$19.2B (−24.1%) vs. Q1 2024
New holders
132
573 more added
Sold out
370
1,046 more reduced

28 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,918 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ2 2024: $60.6B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2024.

Institutions holding CVS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc116,350,122$6.87B0.13%+232,632+0.2%Added
BlackRock Inc.100,151,218$5.91B0.13%+13,049,782+15.0%Added
Dodge & Cox61,683,343$3.64B2.19%+20,670,800+50.4%Added
Capital World Investors56,023,849$3.31B0.54%+12,246,975+28.0%Added
State Street Corp54,538,843$3.22B0.14%−465,432−0.8%Reduced
Capital Research Global Investors35,455,509$2.09B0.46%+22,311,687+169.8%Added
FMR LLC29,371,944$1.73B0.11%−5,051,337−14.7%Reduced
Geode Capital Management, LLC25,900,104$1.53B0.13%+518,029+2.0%Added
Morgan Stanley22,860,551$1.35B0.10%−6,179,441−21.3%Reduced
Capital International Investors20,737,675$1.22B0.25%−17,180,248−45.3%Reduced
Norges Bank14,901,126$880.1M0.13%+163,313+1.1%Added
Bank of America Corp13,988,005$826.1M0.08%−2,171,869−13.4%Reduced
JPMorgan Chase & Co13,860,078$818.6M0.07%−226,872−1.6%Reduced
Franklin Resources Inc13,833,599$817.0M0.25%+2,387,375+20.9%Added
Pzena Investment Management LLC12,936,388$764.0M2.69%+7,382,931+132.9%Added
Northern Trust Corp12,233,465$722.5M0.12%−674,955−5.2%Reduced
Invesco Ltd.12,090,393$714.1M0.15%−2,546,382−17.4%Reduced
Charles Schwab Investment Management Inc11,904,282$703.1M0.13%+366,909+3.2%Added
Price T Rowe Associates Inc10,236,372$604.6M0.07%−462,662−4.3%Reduced
Goldman Sachs Group Inc9,987,814$589.9M0.12%−119,821−1.2%Reduced
Bank of New York Mellon Corp9,785,802$577.9M0.11%−280,299−2.8%Reduced
Royal Bank of Canada9,517,653$562.1M0.14%−1,851,924−16.3%Reduced
Dimensional Fund Advisors LP9,445,116$557.8M0.15%−264,368−2.7%Reduced
Legal & General Group Plc9,214,203$544.2M0.15%−522,606−5.4%Reduced
Glenview Capital Management, LLC9,162,389$541.1M11.46%+7,465,959+440.1%Added
Hotchkis & Wiley Capital Management LLC8,825,421$521.2M1.82%+2,177,631+32.8%Added
Nordea Investment Management AB7,330,878$437.7M0.51%−949,461−11.5%Reduced
UBS Group AG7,035,002$415.5M0.13%−1,027,078−12.7%Reduced
UBS Asset Management Americas Inc6,941,968$410.0M0.12%+1,306,009+23.2%Added
Ameriprise Financial Inc6,747,693$398.8M0.11%+3,214,927+91.0%Added
LSV Asset Management5,846,101$345.3M0.76%−91,700−1.5%Reduced
Barclays PLC5,831,245$344.4M0.16%+2,020,523+53.0%Added
AQR Capital Management LLC5,289,788$310.7M0.48%+1,327,855+33.5%Added
Macquarie Group Ltd5,222,369$308.4M0.35%−138,007−2.6%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)4,728,403$279.3M0.47%+402,543+9.3%Added
Wells Fargo & Company4,388,950$259.2M0.07%−769,506−14.9%Reduced
Deutsche Bank AG4,123,669$243.5M0.11%−1,070,172−20.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,742,125$221.0M0.16%+7,805+0.2%Added
Lazard Asset Management LLC3,730,135$220.3M0.28%−2,968,444−44.3%Reduced
Swiss National Bank3,725,960$220.1M0.15%−127,900−3.3%Reduced
Nuveen Asset Management, LLC3,420,634$202.0M0.06%−368,912−9.7%Reduced
Primecap Management Co3,362,305$198.6M0.14%−33,100−1.0%Reduced
KBC Group NV3,354,300$198.1M0.60%+854,883+34.2%Added
Bank of Montreal2,436,343$180.6M0.09%+57,214+2.4%Added
HSBC Holdings PLC2,965,161$175.2M0.11%+19,408+0.7%Added
First Trust Advisors LP2,808,585$165.9M0.17%+1,590,091+130.5%Added
Holocene Advisors, LP2,738,805$161.8M0.68%+2,738,805New
Rhumbline Advisers2,666,040$157.5M0.15%−70,184−2.6%Reduced
California Public Employees Retirement System2,664,181$157.3M0.12%−111,519−4.0%Reduced
Clearbridge Investments, LLC2,524,592$149.1M0.12%−1,399,819−35.7%Reduced
Sachem Head Capital Management LP2,450,000$144.7M7.19%+2,450,000New
National Pension Service2,421,986$143.0M0.16%+66,233+2.8%Added
Amundi2,489,921$142.5M0.05%−1,718,426−40.8%Reduced
Raymond James & Associates2,286,472$135.0M0.09%−372,541−14.0%Reduced
Turtle Creek Asset Management Inc.2,154,157$127.2M3.28%+436,891+25.4%Added
New York State Common Retirement Fund2,110,867$124.7M0.16%−42,865−2.0%Reduced
California State Teachers Retirement System2,093,244$123.6M0.15%−21,085−1.0%Reduced
Great West Life Assurance Co2,012,502$119.0M0.22%+234,656+13.2%Added
State of Michigan Retirement System2,005,677$118.5M0.61%+1,606,500+402.5%Added
Scharf Investments, LLC1,983,608$117.2M3.34%−130,993−6.2%Reduced
Brandywine Global Investment Management, LLC1,954,888$115.5M0.86%−361,763−15.6%Reduced
Envestnet Asset Management Inc1,920,331$113.4M0.04%−1,590,414−45.3%Reduced
Canoe Financial LP1,369,374$109.2M2.02%00.0%Unchanged
Arrowstreet Capital, Limited Partnership1,821,266$107.6M0.09%+1,186,148+186.8%Added
BNP Paribas Arbitrage, SA1,807,368$106.7M0.12%+247,571+15.9%Added
Russell Investments Group, Ltd.1,795,832$106.1M0.17%−314,270−14.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,672,555$98.8M0.12%+149,287+9.8%Added
Brandes Investment Partners, LP1,653,045$97.6M1.20%+126,930+8.3%Added
Susquehanna International Group, LLP1,583,500$93.5M0.16%+1,007,984+175.1%Added
Alliancebernstein L.P.1,574,960$93.0M0.03%−29,534−1.8%Reduced
Epoch Investment Partners, Inc.1,541,082$91.0M0.42%−609,423−28.3%Reduced
Canada Pension Plan Investment Board1,524,733$90.1M0.09%+48,903+3.3%Added
Voloridge Investment Management, LLC1,524,173$90.0M0.33%+896,426+142.8%Added
Camber Capital Management LP1,500,000$88.6M3.42%+1,500,000New
Victory Capital Management Inc1,493,537$88.2M0.09%−233,924−13.5%Reduced
Standard Life Aberdeen plc1,433,600$84.7M0.16%−179,748−11.1%Reduced
Nomura Asset Management Co Ltd1,434,514$84.4M0.29%+91,523+6.8%Added
LPL Financial LLC1,429,100$84.4M0.04%−233,759−14.1%Reduced
Colony Group, LLC1,417,270$83.7M0.28%+821,990+138.1%Added
Citigroup Inc1,408,074$83.2M0.08%+481,474+52.0%Added
AustralianSuper Pty Ltd1,385,890$81.9M0.47%+316,145+29.6%Added
Jane Street Group, LLC1,382,084$81.6M0.09%+547,565+65.6%Added
Swedbank AB1,381,269$81.6M0.11%−8,098−0.6%Reduced
Principal Financial Group Inc1,368,232$80.8M0.05%−523,004−27.7%Reduced
State Board of Administration of Florida Retirement System1,344,432$79.4M0.16%−119,703−8.2%Reduced
Assenagon Asset Management S.A.1,332,242$78.7M0.20%+1,077,027+422.0%Added
Silvercrest Asset Management Group LLC1,279,456$75.6M0.52%−83,518−6.1%Reduced
New York State Teachers Retirement System1,260,014$74.4M0.16%−43,545−3.3%Reduced
Bridgewater Associates, LP1,243,566$73.4M0.38%−1,211,051−49.3%Reduced
Federation des caisses Desjardins du Quebec1,204,683$71.1M0.38%+85,980+7.7%Added
Raymond James Financial Services Advisors, Inc.1,199,154$70.8M0.10%−321,037−21.1%Reduced
Value Partners Investments Inc.1,190,922$70.3M6.10%+195,337+19.6%Added
Sound Shore Management Inc1,165,831$68.9M2.30%+1,165,831New
Douglas Lane & Associates, LLC1,161,717$68.6M0.97%+77,461+7.1%Added
SRB Corp1,131,646$66.8M3.96%00.0%Unchanged
Edmond de Rothschild Holding S.A.1,121,507$66.2M1.13%−10,366−0.9%Reduced
Two Sigma Advisers, LP1,113,600$65.8M0.15%+1,113,600New
D. E. Shaw & Co., Inc.1,080,291$63.8M0.09%+980,372+981.2%Added
Caisse de Depot Et Placement du Quebec1,039,838$61.4M0.15%−263,233−20.2%Reduced
Letko, Brosseau & Associates Inc1,037,265$61.3M1.16%+278,110+36.6%Added