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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, Q4 2024

Institutional positions in CVS Health Corp as of Dec 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
1,674
−137 vs. Q3 2024
Shares held
1.05B
+33.8M (+3.3%) vs. Q3 2024
Total value
$47.1B
−$16.6B (−26.0%) vs. Q3 2024
New holders
232
370 more added
Sold out
369
932 more reduced

37 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,674 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 heldQ4 2024: $47.1B
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, Q4 2024

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q3 2024.

Institutions holding CVS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ritter Daniher Financial Advisory LLC0$40.00%0Unchanged
REAP Financial Group, LLC0$40.00%0New
Wiser Advisor Group LLC1$480.00%−744−99.9%Reduced
Kessler Investment Group, LLC2$900.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.3$1350.00%−97−97.0%Reduced
Activest Wealth Management4$1800.00%+4New
Fairman Group, LLC5$2240.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$2240.00%+5New
NBC Securities, Inc.7$3210.03%−7,528−99.9%Reduced
Hager Investment Management Services, LLC8$3590.00%+8New
Vista Private Wealth Partners. LLC9$4050.00%+9New
Clarity Asset Management, Inc.12$5380.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC12$5390.00%−88−88.0%Reduced
Contravisory Investment Management, Inc.12$5390.00%+12New
Riggs Asset Managment Co. Inc.14$6160.00%−130−90.3%Reduced
Talon Private Wealth, LLC14$6280.00%00.0%Unchanged
Principia Wealth Advisory, LLC14$6280.00%+14New
Caitlin John, LLC15$6730.00%00.0%Unchanged
WestEnd Advisors, LLC17$7630.00%+3+21.4%Added
Albion Financial Group17$7640.00%+17New
Noble Wealth Management PBC18$8080.00%+18New
Tradewinds Capital Management, LLC23$1.03K0.00%00.0%Unchanged
Winnow Wealth LLC27$1.19K0.00%+27New
Foster Dykema Cabot & Partners, LLC27$1.21K0.00%−333−92.5%Reduced
Graney & King, LLC29$1.28K0.00%+29New
Darwin Advisors, LLC29$1.30K0.00%−37−56.1%Reduced
Capital A Wealth Management, LLC31$1.39K0.00%+31New
Aventura Private Wealth, LLC32$1.44K0.00%+32New
CBIZ Investment Advisory Services, LLC34$1.53K0.00%−230−87.1%Reduced
SJS Investment Consulting Inc.36$1.60K0.00%−254−87.6%Reduced
Synergy Investment Management, LLC36$1.62K0.00%+36New
Beaird Harris Wealth Management, LLC37$1.66K0.00%00.0%Unchanged
Fairscale Capital, LLC39$1.75K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC40$1.80K0.00%−13−24.5%Reduced
American Capital Advisory, LLC40$1.80K0.00%00.0%Unchanged
Conquis Financial LLC42$1.89K0.00%+42New
PayPay Securities Corp44$1.98K0.09%+10+29.4%Added
Transamerica Financial Advisors, Inc.44$2.00K0.00%−26−37.1%Reduced
True Wealth Design, LLC45$2.03K0.00%−933−95.4%Reduced
Mattson Financial Services, LLC33$2.08K0.00%−17,024−99.8%Reduced
Beacon Capital Management, LLC47$2.09K0.00%−343−87.9%Reduced
RE Dickinson Investment Advisors, LLC50$2.20K0.00%00.0%Unchanged
Coastline Trust Co50$2.25K0.00%−50−50.0%Reduced
Cedar Wealth Management, LLC55$2.47K0.00%00.0%Unchanged
Aspect Partners, LLC62$2.78K0.00%00.0%Unchanged
Clark Wealth Partners64$2.87K0.00%+64New
Kozak & Associates, Inc.63$2.89K0.00%−1,032−94.2%Reduced
Ogorek Anthony Joseph72$3.00K0.00%−273−79.1%Reduced
Fedenia Advisers LLC71$3.19K0.00%+71New
Robinswood Financial LLC72$3.23K0.00%00.0%Unchanged
Anfield Capital Management, LLC73$3.28K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC73$3.28K0.00%+73New
Golden State Wealth Management, LLC76$3.42K0.00%+76New
Front Row Advisors LLC85$3.81K0.00%00.0%Unchanged
AlphaMark Advisors, LLC100$4.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc71$4.00K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.91$4.08K0.00%+91New
POM Investment Strategies, LLC94$4.22K0.00%00.0%Unchanged
Global Wealth Strategies & Associates94$4.22K0.00%00.0%Unchanged
Bellevue Asset Management, LLC100$4.49K0.00%−112−52.8%Reduced
TruNorth Capital Management, LLC100$4.49K0.00%00.0%Unchanged
Putney Financial Group LLC104$4.67K0.00%+104New
Laurel Wealth Advisors LLC105$4.71K0.00%00.0%Unchanged
Sierra Ocean, LLC105$4.72K0.00%+105New
Stephenson National Bank & Trust108$4.85K0.00%−439−80.3%Reduced
Raffa Wealth Management, LLC108$4.85K0.00%00.0%Unchanged
Collier Financial108$4.85K0.00%+108New
Raleigh Capital Management Inc.111$4.98K0.00%−160−59.0%Reduced
UMA Financial Services, Inc.114$5.12K0.00%+114New
CarsonAllaria Wealth Management, Ltd.115$5.16K0.00%00.0%Unchanged
Old Second National Bank of Aurora116$5.21K0.00%+64+123.1%Added
Minot DeBlois Advisors LLC119$5.34K0.00%+119New
Mowery & Schoenfeld Wealth Management, LLC120$5.39K0.01%+120New
Bernard Wealth Management Corp.124$5.57K0.00%+124New
Miller Wealth Advisors, LLC125$5.61K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.125$5.61K0.00%00.0%Unchanged
Creekmur Asset Management LLC128$5.75K0.00%−26−16.9%Reduced
DiNuzzo Private Wealth, Inc.135$6.04K0.00%−17−11.2%Reduced
Financial Management Professionals, Inc.139$6.24K0.00%−47−25.3%Reduced
WR Wealth Planners, LLC145$6.51K0.00%+24+19.8%Added
Oliver Lagore Vanvalin Investment Group147$6.59K0.00%−188−56.1%Reduced
Pineridge Advisors LLC149$6.67K0.00%+100+204.1%Added
First Pacific Financial150$6.73K0.00%−72−32.4%Reduced
Hollencrest Capital Management150$6.73K0.00%00.0%Unchanged
Costello Asset Management, INC150$6.73K0.00%00.0%Unchanged
MRP Capital Investments, LLC150$6.73K0.01%+150New
TD Capital Management LLC150$6.74K0.00%−1,113−88.1%Reduced
NCP Inc.154$6.90K0.00%00.0%Unchanged
Stephens Consulting, LLC155$6.96K0.00%−164−51.4%Reduced
New Wave Wealth Advisors LLC160$7.18K0.00%+160New
Rialto Wealth Management, LLC164$7.36K0.00%+164New
Highline Wealth Partners LLC164$7.36K0.00%−6,425−97.5%Reduced
JDM Financial Group LLC170$7.63K0.00%−17−9.1%Reduced
DHJJ Financial Advisors, Ltd.172$7.74K0.00%00.0%Unchanged
Louisbourg Investments Inc.175$7.86K0.00%−20−10.3%Reduced
GoalVest Advisory LLC177$7.95K0.00%+177New
Avion Wealth191$8.00K0.00%+22+13.0%Added
Marshall & Sterling Wealth Advisors Inc.187$8.39K0.01%+187New
Rakuten Securities, Inc.188$8.44K0.00%+145+337.2%Added
Eagle Bay Advisors LLC188$8.44K0.01%−1,134−85.8%Reduced