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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| YANKCOM Partnership | 190 | $8.53K | 0.00% | +190 | New |
| Greenline Partners, LLC | 196 | $8.80K | 0.00% | +196 | New |
| Crowley Wealth Management, Inc. | 198 | $8.89K | 0.01% | +198 | New |
| Pension & Wealth Management Advisors, Inc. | 200 | $8.98K | 0.00% | −317−61.3% | Reduced |
| Atlantic Private Wealth, LLC | 200 | $8.98K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 200 | $8.98K | 0.01% | +200 | New |
| West Financial Advisors, LLC | 203 | $9.11K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 204 | $9.16K | 0.00% | +204 | New |
| Fairfield Financial Advisors, LTD | 205 | $9.20K | 0.00% | −488−70.4% | Reduced |
| EnRich Financial Partners LLC | 207 | $9.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 207 | $9.29K | 0.00% | −136−39.7% | Reduced |
| Union Bancaire Privee, UBP SA | 213 | $9.36K | 0.00% | +213 | New |
| Promus Capital, LLC | 217 | $9.74K | 0.01% | +217 | New |
| Motco | 220 | $9.88K | 0.00% | −102−31.7% | Reduced |
| Transce3nd, LLC | 222 | $9.96K | 0.00% | +222 | New |
| Consultiva Wealth Management, Corp. | 222 | $9.96K | 0.05% | +222 | New |
| IAG Wealth Partners, LLC | 235 | $10.5K | 0.00% | +2+0.9% | Added |
| SWAN Capital LLC | 242 | $10.9K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 243 | $10.9K | 0.01% | +243 | New |
| Centricity Wealth Management, LLC | 244 | $11.0K | 0.01% | +244 | New |
| Synergy Financial Management, LLC | 175 | $11.0K | 0.00% | +175 | New |
| Maryland Capital Advisors Inc. | 247 | $11.1K | 0.01% | −30−10.8% | Reduced |
| Atwood & Palmer Inc | 250 | $11.2K | 0.00% | −5,000−95.2% | Reduced |
| Atticus Wealth Management, LLC | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 260 | $11.7K | 0.01% | +3+1.2% | Added |
| WPG Advisers, LLC | 268 | $12.0K | 0.01% | +268 | New |
| Lowe Wealth Advisors, LLC | 273 | $12.2K | 0.01% | +12+4.6% | Added |
| Decker Retirement Planning Inc. | 275 | $12.3K | 0.01% | +275 | New |
| WealthCollab, LLC | 280 | $12.6K | 0.01% | +258+1,172.7% | Added |
| Sherman Asset Management, Inc. | 283 | $12.7K | 0.01% | +283 | New |
| Bank & Trust Co | 285 | $12.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 310 | $13.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 290 | $13.0K | 0.00% | −194−40.1% | Reduced |
| Rosenberg Matthew Hamilton | 294 | $13.2K | 0.00% | −1,010−77.5% | Reduced |
| Arlington Trust Co LLC | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 303 | $13.6K | 0.01% | −59−16.3% | Reduced |
| MB, Levis & Associates, LLC | 304 | $13.6K | 0.01% | +4+1.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 309 | $13.9K | 0.00% | +309 | New |
| Red Tortoise LLC | 310 | $13.9K | 0.01% | +88+39.6% | Added |
| FPC Investment Advisory, Inc. | 258 | $14.6K | 0.01% | +258 | New |
| Horizon Financial Services, LLC | 325 | $14.6K | 0.01% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 325 | $14.6K | 0.01% | +325 | New |
| Live Oak Investment Partners | – | $14.7K | 0.01% | – | – |
| Colonial Trust Advisors | 328 | $14.7K | 0.00% | −511−60.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 331 | $14.9K | 0.01% | +331 | New |
| Redwood Park Advisors LLC | 336 | $15.1K | 0.01% | +336 | New |
| Global Trust Asset Management, LLC | 340 | $15.3K | 0.01% | −9,788−96.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 342 | $15.4K | 0.01% | +2+0.6% | Added |
| Roxbury Financial LLC | 256 | $15.4K | 0.01% | +256 | New |
| FSA Wealth Management LLC | 343 | $15.4K | 0.01% | +1+0.3% | Added |
| Flagship Wealth Advisors, LLC | 348 | $15.6K | 0.01% | +348 | New |
| Granite FO LLC | 350 | $15.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 352 | $15.8K | 0.00% | −9,933−96.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 353 | $15.8K | 0.00% | −936−72.6% | Reduced |
| Centerpoint Advisors, LLC | 362 | $16.0K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 302 | $16.3K | 0.01% | −198−39.6% | Reduced |
| Legacy Wealth Managment, LLC | 302 | $16.3K | 0.01% | −198−39.6% | Reduced |
| Anderson Financial Strategies, LLC | 364 | $16.3K | 0.01% | +364 | New |
| Harbor Investment Advisory, LLC | 366 | $16.4K | 0.00% | −313−46.1% | Reduced |
| Cedar Mountain Advisors, LLC | 371 | $16.7K | 0.00% | +371 | New |
| MPWM Advisory Solutions, LLC | 391 | $17.5K | 0.01% | +391 | New |
| Painted Porch Advisors LLC | 399 | $17.9K | 0.01% | +276+224.4% | Added |
| American National Bank | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 400 | $18.0K | 0.01% | +400 | New |
| Pacifica Partners Inc. | 410 | $18.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 413 | $18.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 414 | $18.6K | 0.01% | +414 | New |
| Semmax Financial Advisors Inc. | 294 | $19.5K | 0.01% | −1,205−80.4% | Reduced |
| Boyd Watterson Asset Management LLC | 435 | $19.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 436 | $19.6K | 0.02% | −421−49.1% | Reduced |
| Washington Trust Advisors, Inc. | 440 | $19.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 443 | $19.9K | 0.00% | +5+1.1% | Added |
| Canton Hathaway, LLC | 456 | $20.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 447 | $20.1K | 0.00% | +49+12.3% | Added |
| Wingate Wealth Advisors, Inc. | 450 | $20.2K | 0.02% | +450 | New |
| MV Capital Management, Inc. | 452 | $20.3K | 0.00% | +242+115.2% | Added |
| Private Wealth Management Group, LLC | 457 | $20.5K | 0.01% | −75−14.1% | Reduced |
| CoreFirst Bank & Trust | 460 | $20.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 470 | $20.8K | 0.01% | +73+18.4% | Added |
| Cyrus J. Lawrence, LLC | 486 | $21.0K | 0.00% | −1,305−72.9% | Reduced |
| GW&K Investment Management, LLC | 457 | $21.0K | 0.00% | −205−31.0% | Reduced |
| ZRC Wealth Management, LLC | 470 | $21.1K | 0.01% | +70+17.5% | Added |
| Battery Global Advisors, LLC | 478 | $21.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 480 | $21.6K | 0.00% | +112+30.4% | Added |
| Hemington Wealth Management | 510 | $22.0K | 0.01% | +17+3.4% | Added |
| Atlantic Trust, LLC | 500 | $22.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 500 | $22.4K | 0.01% | +500 | New |
| Pillar Financial Advisors, LLC | 500 | $22.4K | 0.02% | +500 | New |
| HighMark Wealth Management LLC | 511 | $22.9K | 0.01% | −1,324−72.2% | Reduced |
| VSM Wealth Advisory, LLC | 525 | $23.6K | 0.01% | +525 | New |
| Whipplewood Advisors, LLC | 529 | $23.7K | 0.01% | +529 | New |
| Maj Invest Holding A/S | 540 | $24.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 540 | $24.2K | 0.01% | −9−1.6% | Reduced |
| AllSquare Wealth Management LLC | 550 | $24.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 562 | $25.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 452 | $25.4K | 0.01% | −13−2.8% | Reduced |
| Paladin Advisory Group, LLC | 574 | $25.8K | 0.02% | 00.0% | Unchanged |