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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in CVS Health Corp as of Mar 31, 2025. 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
1,755
+105 vs. Q4 2024
Shares held
1.08B
+38.7M (+3.7%) vs. Q4 2024
Total value
$73.3B
+$26.4B (+56.4%) vs. Q4 2024
New holders
278
535 more added
Sold out
173
758 more reduced

24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 1,755 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 heldQ1 2025: $73.3B
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, Q1 2025

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q4 2024.

Institutions holding CVS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wiser Advisor Group LLC1$730.00%00.0%Unchanged
Kessler Investment Group, LLC2$1360.00%00.0%Unchanged
Fairman Group, LLC5$2240.00%00.0%Unchanged
High Note Wealth, LLC4$2710.00%+4New
GoalVest Advisory LLC6$4070.00%−171−96.6%Reduced
Parkworth Wealth Management, Inc.9$6100.00%+4+80.0%Added
American Capital Advisory, LLC11$7460.00%−29−72.5%Reduced
Guardian Wealth Management, Inc.11$7690.00%−16,636−99.9%Reduced
Clarity Asset Management, Inc.12$8210.00%00.0%Unchanged
J.Safra Asset Management Corp13$8810.00%−3,000−99.6%Reduced
Bear Mountain Capital, Inc.15$9870.00%+15New
Osterweis Capital Management Inc15$1.02K0.00%+15New
Halbert Hargrove Global Advisors, LLC15$1.02K0.00%+15New
Bay Harbor Wealth Management, LLC17$1.15K0.00%+17New
Albion Financial Group17$1.15K0.00%00.0%Unchanged
Noble Wealth Management PBC18$1.22K0.00%00.0%Unchanged
Raleigh Capital Management Inc.19$1.29K0.00%−92−82.9%Reduced
Binnacle Investments Inc19$1.29K0.00%+19New
Darwin Advisors, LLC29$1.30K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.20$1.35K0.00%+6+42.9%Added
Tradewinds Capital Management, LLC23$1.56K0.00%00.0%Unchanged
PayPay Securities Corp24$1.65K0.09%−20−45.5%Reduced
Foster Dykema Cabot & Partners, LLC27$1.83K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC28$1.90K0.03%+28New
Graney & King, LLC29$1.96K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.20$2.00K0.00%−24−54.5%Reduced
Marshall & Sterling Wealth Advisors Inc.32$2.17K0.00%−155−82.9%Reduced
Aventura Private Wealth, LLC32$2.17K0.00%00.0%Unchanged
Synergy Investment Management, LLC36$2.44K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC37$2.51K0.00%00.0%Unchanged
Fairscale Capital, LLC39$2.64K0.00%00.0%Unchanged
NVWM, LLC39$2.64K0.00%+39New
Winnow Wealth LLC40$2.71K0.00%+13+48.1%Added
PFG Private Wealth Management, LLC40$2.71K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC43$3.02K0.00%+29+207.1%Added
Abound Financial, LLC47$3.18K0.00%+47New
Beacon Capital Management, LLC47$3.19K0.00%00.0%Unchanged
WestEnd Advisors, LLC49$3.32K0.00%+32+188.2%Added
Old Second National Bank of Aurora52$3.52K0.00%−64−55.2%Reduced
Cedar Wealth Management, LLC55$3.73K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC61$4.13K0.00%+61New
Aspect Partners, LLC62$4.20K0.00%00.0%Unchanged
10Elms LLP63$4.24K0.00%−137−68.5%Reduced
Clark Wealth Partners64$4.34K0.00%00.0%Unchanged
Kozak & Associates, Inc.64$4.41K0.00%+1+1.6%Added
Pineridge Advisors LLC68$4.63K0.00%−81−54.4%Reduced
ZRC Wealth Management, LLC70$4.74K0.00%−400−85.1%Reduced
Robinswood Financial LLC72$4.88K0.00%00.0%Unchanged
Anfield Capital Management, LLC73$4.95K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC73$4.95K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc71$5.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC78$5.28K0.00%−157−66.8%Reduced
Anderson Financial Strategies, LLC81$5.49K0.00%−283−77.7%Reduced
Transce3nd, LLC82$5.55K0.00%−140−63.1%Reduced
Dogwood Wealth Management LLC84$5.69K0.00%+84New
Front Row Advisors LLC85$5.75K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd85$5.76K0.00%−4,165−98.0%Reduced
SJS Investment Consulting Inc.86$5.80K0.00%+50+138.9%Added
Continuum Advisory, LLC87$5.89K0.00%−393−81.9%Reduced
Penserra Capital Management LLC102$6.00K0.00%−3,187−96.9%Reduced
N.E.W. Advisory Services LLC89$6.03K0.00%+89New
JDM Financial Group LLC90$6.10K0.00%−80−47.1%Reduced
HFM Investment Advisors, LLC91$6.12K0.00%+91New
ORG Partners LLC90$6.12K0.00%−501−84.8%Reduced
Comprehensive Financial Planning, Inc.91$6.17K0.01%00.0%Unchanged
Global Wealth Strategies & Associates94$6.37K0.00%00.0%Unchanged
TruNorth Capital Management, LLC100$6.78K0.00%00.0%Unchanged
Bellevue Asset Management, LLC100$6.78K0.00%00.0%Unchanged
Richardson Capital Management LLC100$6.78K0.00%+100New
Nalls Sherbakoff Group, LLC100$6.78K0.01%+100New
WealthTrak Capital Management LLC100$6.78K0.01%+100New
Kiker Wealth Management, LLC101$6.84K0.00%+101New
ORG Wealth Partners, LLC101$6.88K0.00%+101New
Putney Financial Group LLC104$7.05K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC105$7.11K0.00%00.0%Unchanged
Raffa Wealth Management, LLC108$7.32K0.00%00.0%Unchanged
Collier Financial108$7.32K0.01%00.0%Unchanged
Dynamic Wealth Strategies, LLC109$7.38K0.01%+109New
Avion Wealth191$8.00K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC119$8.06K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC125$8.47K0.00%00.0%Unchanged
Creekmur Asset Management LLC128$8.67K0.00%00.0%Unchanged
Hughes Financial Services, LLC128$8.70K0.00%+128New
CarsonAllaria Wealth Management, Ltd.137$9.28K0.01%+22+19.1%Added
CBIZ Investment Advisory Services, LLC140$9.48K0.00%+106+311.8%Added
Bernard Wealth Management Corp.148$10.0K0.00%+24+19.4%Added
Hollencrest Capital Management150$10.2K0.00%00.0%Unchanged
First Pacific Financial150$10.2K0.00%00.0%Unchanged
TD Capital Management LLC150$10.2K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.152$10.3K0.00%+17+12.6%Added
NCP Inc.154$10.4K0.01%00.0%Unchanged
Stephens Consulting, LLC155$10.5K0.00%00.0%Unchanged
Rialto Wealth Management, LLC165$11.2K0.00%+1+0.6%Added
DHJJ Financial Advisors, Ltd.173$11.7K0.00%+1+0.6%Added
Harbor Capital Advisors, Inc.181$12.0K0.00%+181New
YANKCOM Partnership190$12.9K0.01%00.0%Unchanged
Abound Wealth Management194$13.2K0.00%−96−33.1%Reduced
Flaharty Asset Management, LLC195$13.2K0.00%+195New
Greenline Partners, LLC196$13.3K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.198$13.4K0.01%00.0%Unchanged