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 2024
Institutional positions in CVS Health Corp as of Sep 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
- 1,848
- −49 vs. Q2 2024
- Shares held
- 1.02B
- +95.1M (+10.3%) vs. Q2 2024
- Total value
- $63.9B
- +$9.32B (+17.1%) vs. Q2 2024
- New holders
- 158
- 490 more added
- Sold out
- 207
- 1,013 more reduced
21 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 2024
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone National Bank & Trust Co | 0 | $0 | 0.00% | −19,283−100.0% | Sold out |
| Correct Capital Wealth Management | 0 | $0 | 0.00% | −19,197−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −18,326−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −17,807−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −16,936−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −16,896−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −16,586−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −15,521−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,596−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −13,405−100.0% | Sold out |
| Aspen Wealth Strategies, LLC | 0 | $0 | 0.00% | −12,798−100.0% | Sold out |
| Fortune Financial Advisors, LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −12,830−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −12,524−100.0% | Sold out |
| Carrera Capital Advisors | 0 | $0 | 0.00% | −12,512−100.0% | Sold out |
| Eley Financial Management, Inc | 0 | $0 | 0.00% | −12,302−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −12,122−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −11,747−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −11,573−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Finivi Inc. | 0 | $0 | 0.00% | −10,816−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Lantern Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −8,640−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −9,650−100.0% | Sold out |
| Puzo Michael J | 0 | $0 | 0.00% | −9,635−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −9,471−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,280−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −8,982−100.0% | Sold out |
| Weaver Capital Management LLC | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| Blue Fin Capital, Inc. | 0 | $0 | 0.00% | −8,684−100.0% | Sold out |
| Drucker Wealth 3.0, LLC | 0 | $0 | 0.00% | −8,506−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −8,391−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −7,908−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −7,795−100.0% | Sold out |
| W Advisors, LLC | 0 | $0 | 0.00% | −7,622−100.0% | Sold out |
| Clifford Group, LLC | 0 | $0 | 0.00% | −7,527−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −7,212−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Kidder Stephen W | 0 | $0 | 0.00% | −6,465−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Twin City Private Wealth, LLC | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Shayne & Co., LLC | 0 | $0 | 0.00% | −6,122−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,067−100.0% | Sold out |
| Shepherd Financial Partners LLC | 0 | $0 | 0.00% | −5,966−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Cora Capital Advisors LLC | 0 | $0 | 0.00% | −5,634−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,619−100.0% | Sold out |
| Seneca Financial Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,378−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Perkins Capital Management Inc | 0 | $0 | 0.00% | −5,234−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Notis-McConarty Edward | 0 | $0 | 0.00% | −4,695−100.0% | Sold out |
| Cape Ann Savings Bank | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Helen Stephens Group, LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| H&H Retirement Design & Management INC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| Campion Asset Management LLC | 0 | $0 | 0.00% | −4,176−100.0% | Sold out |
| FLC Capital Advisors | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −4,052−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,983−100.0% | Sold out |
| McGuire Investment Group, LLC | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Wealth Management Partners, LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Tranquilli Financial Advisor LLC | 0 | $0 | 0.00% | −3,834−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −3,767−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |