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 | 2,411 | $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, 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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 436 | $19.6K | 0.02% | −421−49.1% | Reduced |
| Boyd Watterson Asset Management LLC | 435 | $19.5K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 294 | $19.5K | 0.01% | −1,205−80.4% | Reduced |
| BankPlus Trust Department | 414 | $18.6K | 0.01% | +414 | New |
| Caldwell Trust Co | 413 | $18.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 410 | $18.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 400 | $18.0K | 0.01% | +400 | New |
| Painted Porch Advisors LLC | 399 | $17.9K | 0.01% | +276+224.4% | Added |
| MPWM Advisory Solutions, LLC | 391 | $17.5K | 0.01% | +391 | New |
| Cedar Mountain Advisors, LLC | 371 | $16.7K | 0.00% | +371 | New |
| Harbor Investment Advisory, LLC | 366 | $16.4K | 0.00% | −313−46.1% | Reduced |
| Anderson Financial Strategies, LLC | 364 | $16.3K | 0.01% | +364 | New |
| 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 |
| Centerpoint Advisors, LLC | 362 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 353 | $15.8K | 0.00% | −936−72.6% | Reduced |
| Meeder Asset Management Inc | 352 | $15.8K | 0.00% | −9,933−96.6% | Reduced |
| Granite FO LLC | 350 | $15.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 348 | $15.6K | 0.01% | +348 | New |
| FSA Wealth Management LLC | 343 | $15.4K | 0.01% | +1+0.3% | Added |
| Roxbury Financial LLC | 256 | $15.4K | 0.01% | +256 | New |
| Vermillion & White Wealth Management Group, LLC | 342 | $15.4K | 0.01% | +2+0.6% | Added |
| Global Trust Asset Management, LLC | 340 | $15.3K | 0.01% | −9,788−96.6% | Reduced |
| Redwood Park Advisors LLC | 336 | $15.1K | 0.01% | +336 | New |
| Aster Capital Management (DIFC) Ltd | 331 | $14.9K | 0.01% | +331 | New |
| Colonial Trust Advisors | 328 | $14.7K | 0.00% | −511−60.9% | Reduced |
| Live Oak Investment Partners | – | $14.7K | 0.01% | – | – |
| Mainstream Capital Management LLC | 325 | $14.6K | 0.01% | +325 | New |
| Horizon Financial Services, LLC | 325 | $14.6K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 258 | $14.6K | 0.01% | +258 | New |
| Red Tortoise LLC | 310 | $13.9K | 0.01% | +88+39.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 309 | $13.9K | 0.00% | +309 | New |
| MB, Levis & Associates, LLC | 304 | $13.6K | 0.01% | +4+1.3% | Added |
| Dunhill Financial, LLC | 303 | $13.6K | 0.01% | −59−16.3% | Reduced |
| Arlington Trust Co LLC | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 294 | $13.2K | 0.00% | −1,010−77.5% | Reduced |
| Abound Wealth Management | 290 | $13.0K | 0.00% | −194−40.1% | Reduced |
| 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 |
| Bank & Trust Co | 285 | $12.8K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 283 | $12.7K | 0.01% | +283 | New |
| WealthCollab, LLC | 280 | $12.6K | 0.01% | +258+1,172.7% | Added |
| Decker Retirement Planning Inc. | 275 | $12.3K | 0.01% | +275 | New |
| Lowe Wealth Advisors, LLC | 273 | $12.2K | 0.01% | +12+4.6% | Added |
| WPG Advisers, LLC | 268 | $12.0K | 0.01% | +268 | New |
| Financial Freedom, LLC | 260 | $11.7K | 0.01% | +3+1.2% | Added |
| Pacific Center for Financial Services | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Maryland Capital Advisors Inc. | 247 | $11.1K | 0.01% | −30−10.8% | Reduced |
| Synergy Financial Management, LLC | 175 | $11.0K | 0.00% | +175 | New |
| Centricity Wealth Management, LLC | 244 | $11.0K | 0.01% | +244 | New |
| Financial Life Planners | 243 | $10.9K | 0.01% | +243 | New |
| SWAN Capital LLC | 242 | $10.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 235 | $10.5K | 0.00% | +2+0.9% | Added |
| Consultiva Wealth Management, Corp. | 222 | $9.96K | 0.05% | +222 | New |
| Transce3nd, LLC | 222 | $9.96K | 0.00% | +222 | New |
| Motco | 220 | $9.88K | 0.00% | −102−31.7% | Reduced |
| Promus Capital, LLC | 217 | $9.74K | 0.01% | +217 | New |
| Union Bancaire Privee, UBP SA | 213 | $9.36K | 0.00% | +213 | New |
| Bell Investment Advisors, Inc | 207 | $9.29K | 0.00% | −136−39.7% | Reduced |
| EnRich Financial Partners LLC | 207 | $9.29K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 205 | $9.20K | 0.00% | −488−70.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 204 | $9.16K | 0.00% | +204 | New |
| West Financial Advisors, LLC | 203 | $9.11K | 0.00% | 00.0% | Unchanged |
| 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 |
| Crowley Wealth Management, Inc. | 198 | $8.89K | 0.01% | +198 | New |
| Greenline Partners, LLC | 196 | $8.80K | 0.00% | +196 | New |
| YANKCOM Partnership | 190 | $8.53K | 0.00% | +190 | New |
| Eagle Bay Advisors LLC | 188 | $8.44K | 0.01% | −1,134−85.8% | Reduced |
| Rakuten Securities, Inc. | 188 | $8.44K | 0.00% | +145+337.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 187 | $8.39K | 0.01% | +187 | New |
| Avion Wealth | 191 | $8.00K | 0.00% | +22+13.0% | Added |
| GoalVest Advisory LLC | 177 | $7.95K | 0.00% | +177 | New |
| Louisbourg Investments Inc. | 175 | $7.86K | 0.00% | −20−10.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 172 | $7.74K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 170 | $7.63K | 0.00% | −17−9.1% | Reduced |
| Highline Wealth Partners LLC | 164 | $7.36K | 0.00% | −6,425−97.5% | Reduced |
| Rialto Wealth Management, LLC | 164 | $7.36K | 0.00% | +164 | New |
| New Wave Wealth Advisors LLC | 160 | $7.18K | 0.00% | +160 | New |
| Stephens Consulting, LLC | 155 | $6.96K | 0.00% | −164−51.4% | Reduced |
| NCP Inc. | 154 | $6.90K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 150 | $6.74K | 0.00% | −1,113−88.1% | Reduced |
| First Pacific Financial | 150 | $6.73K | 0.00% | −72−32.4% | Reduced |
| Hollencrest Capital Management | 150 | $6.73K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 150 | $6.73K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 150 | $6.73K | 0.01% | +150 | New |
| Pineridge Advisors LLC | 149 | $6.67K | 0.00% | +100+204.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 147 | $6.59K | 0.00% | −188−56.1% | Reduced |
| WR Wealth Planners, LLC | 145 | $6.51K | 0.00% | +24+19.8% | Added |
| Financial Management Professionals, Inc. | 139 | $6.24K | 0.00% | −47−25.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 135 | $6.04K | 0.00% | −17−11.2% | Reduced |
| Creekmur Asset Management LLC | 128 | $5.75K | 0.00% | −26−16.9% | Reduced |
| Miller Wealth Advisors, LLC | 125 | $5.61K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 125 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 124 | $5.57K | 0.00% | +124 | New |