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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 12,904 | $874.2K | 0.02% | −3,434−21.0% | Reduced |
| Whittier Trust Co | 12,991 | $880.1K | 0.01% | −4,352−25.1% | Reduced |
| Mutual Advisors, LLC | 13,511 | $882.6K | 0.03% | −1,040−7.1% | Reduced |
| RMR Wealth Builders | 13,086 | $886.5K | 0.09% | −736−5.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,097 | $887.3K | 0.35% | +13,097 | New |
| Insight Inv LLC | 13,106 | $887.9K | 0.61% | −55−0.4% | Reduced |
| Weatherly Asset Management L. P. | 13,123 | $889.1K | 0.08% | −14−0.1% | Reduced |
| National Wealth Management Group, LLC | 13,153 | $891.1K | 0.59% | +13,153 | New |
| Fidelis Capital Partners, LLC | 13,686 | $893.9K | 0.10% | +7,410+118.1% | Added |
| Monetary Management Group Inc | 13,250 | $897.7K | 0.24% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 13,271 | $899.1K | 0.56% | +13,271 | New |
| Perpetual Ltd | 13,297 | $900.9K | 0.01% | −4,017−23.2% | Reduced |
| Benin Management CORP | 13,365 | $905.5K | 0.26% | −4,150−23.7% | Reduced |
| Concurrent Investment Advisors, LLC | 13,422 | $909.3K | 0.02% | −33,826−71.6% | Reduced |
| Umb Bank N A | 13,426 | $909.6K | 0.01% | −1,681−11.1% | Reduced |
| Frank, Rimerman Advisors LLC | 13,489 | $913.9K | 0.07% | +1,702+14.4% | Added |
| Byrne Asset Management LLC | 13,586 | $920.5K | 0.69% | +345+2.6% | Added |
| Ocean Capital Management, LLC | 13,777 | $933.4K | 0.22% | +428+3.2% | Added |
| TCI Wealth Advisors, Inc. | 13,830 | $937.0K | 0.08% | −918−6.2% | Reduced |
| SageView Advisory Group, LLC | 13,839 | $937.6K | 0.04% | −117−0.8% | Reduced |
| Erste Asset Management GmbH | 13,978 | $938.5K | 0.01% | −2,714−16.3% | Reduced |
| We Are One Seven, LLC | 13,869 | $939.6K | 0.04% | −7,615−35.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 13,873 | $939.9K | 0.27% | −1,432−9.4% | Reduced |
| Cornerstone Wealth Management, LLC | 13,875 | $940.0K | 0.06% | −259−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,915 | $942.7K | 0.02% | −1,227−8.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,942 | $945.0K | 0.22% | −794−5.4% | Reduced |
| Winton Group Ltd | 13,985 | $947.5K | 0.06% | +13,985 | New |
| International Assets Investment Management, LLC | 13,995 | $948.1K | 0.08% | +2,798+25.0% | Added |
| Home Federal Bank of Tennessee | 14,000 | $948.5K | 0.28% | −345−2.4% | Reduced |
| Ostrum Asset Management | 14,084 | $954.2K | 0.05% | −31,795−69.3% | Reduced |
| Centiva Capital, LP | 14,145 | $958.3K | 0.06% | −60,149−81.0% | Reduced |
| LRI Investments, LLC | 14,151 | $958.8K | 0.09% | +4,989+54.5% | Added |
| Diligent Investors, LLC | 14,174 | $960.3K | 0.23% | −3,108−18.0% | Reduced |
| Buckingham Strategic Partners | 14,188 | $961.2K | 0.01% | +14,188 | New |
| Chicago Partners Investment Group LLC | 14,411 | $962.4K | 0.03% | −41−0.3% | Reduced |
| NorthRock Partners, LLC | 14,237 | $964.6K | 0.03% | +14,237 | New |
| Atom Investors LP | 14,279 | $967.4K | 0.12% | −28,180−66.4% | Reduced |
| Deseret Mutual Benefit Administrators | 14,292 | $968.3K | 0.48% | +729+5.4% | Added |
| Howard Capital Management Inc. | 14,334 | $971.1K | 0.02% | +488+3.5% | Added |
| Harvest Fund Management Co., Ltd | 14,340 | $972.0K | 0.05% | +14,340 | New |
| KCM Investment Advisors LLC | 14,507 | $982.8K | 0.04% | −2,062−12.4% | Reduced |
| Trust Asset Management LLC | 14,536 | $984.8K | 0.08% | −543−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 14,542 | $985.2K | 0.02% | −2,972−17.0% | Reduced |
| Occudo Quantitative Strategies LP | 14,704 | $987.2K | 0.13% | +8,772+147.9% | Added |
| Westpac Banking Corp | 14,636 | $991.6K | 0.07% | −7,260−33.2% | Reduced |
| Peoples Bank | 14,673 | $994.1K | 0.67% | −250−1.7% | Reduced |
| Tectonic Advisors LLC | 14,678 | $994.4K | 0.06% | +181+1.2% | Added |
| Headinvest, LLC | 14,703 | $996.1K | 0.19% | −9,325−38.8% | Reduced |
| Bryn Mawr Trust Co | 14,731 | $998.0K | 0.02% | −921−5.9% | Reduced |
| Smartleaf Asset Management LLC | 14,895 | $1.00M | 0.10% | +4,170+38.9% | Added |
| Kentucky Trust Co | 14,762 | $1.00M | 0.59% | −750−4.8% | Reduced |
| NewEdge Wealth, LLC | 14,771 | $1.00M | 0.02% | +376+2.6% | Added |
| Aviso Financial Inc. | 14,810 | $1.00M | 0.05% | +706+5.0% | Added |
| GTS Securities LLC | 14,833 | $1.00M | 0.04% | −2,870−16.2% | Reduced |
| Capital Advisors Inc | 14,891 | $1.01M | 0.02% | −334−2.2% | Reduced |
| Nations Financial Group Inc, | 15,080 | $1.02M | 0.08% | −1,269−7.8% | Reduced |
| Legacy Capital Group California, Inc. | 15,101 | $1.02M | 0.36% | −133−0.9% | Reduced |
| Round Rock Advisors, LLC | 15,151 | $1.03M | 0.19% | −770−4.8% | Reduced |
| Perigon Wealth Management, LLC | 15,160 | $1.03M | 0.03% | −4,822−24.1% | Reduced |
| Collar Capital Management, LLC | 15,180 | $1.03M | 0.93% | +3,587+30.9% | Added |
| Tower Trust & Investment Co | 15,428 | $1.03M | 0.83% | +15,428 | New |
| Chiron Capital Management, LLC | 15,328 | $1.04M | 0.94% | −10,402−40.4% | Reduced |
| St Germain D J Co Inc | 15,359 | $1.04M | 0.05% | −233,254−93.8% | Reduced |
| Boston Trust Walden Corp | 15,428 | $1.05M | 0.01% | −200−1.3% | Reduced |
| Krilogy Financial LLC | 15,438 | $1.05M | 0.07% | +15,438 | New |
| Sterling Financial Group, Inc. | 15,504 | $1.05M | 0.38% | +141+0.9% | Added |
| VCI Wealth Management LLC | 15,559 | $1.05M | 0.44% | −15,326−49.6% | Reduced |
| Choate Investment Advisors | 15,623 | $1.06M | 0.03% | +901+6.1% | Added |
| Kingswood Wealth Advisors, LLC | 15,674 | $1.06M | 0.10% | −6,687−29.9% | Reduced |
| Avantra Family Wealth, Inc. | 15,982 | $1.08M | 1.04% | +4,704+41.7% | Added |
| Two Sigma Securities, LLC | 15,998 | $1.08M | 0.17% | +15,998 | New |
| Capital Investment Advisory Services, LLC | 16,031 | $1.09M | 0.10% | +1,815+12.8% | Added |
| Forum Financial Management, LP | 16,035 | $1.09M | 0.02% | −2,251−12.3% | Reduced |
| Sigma Planning Corp | 16,082 | $1.09M | 0.03% | −6,320−28.2% | Reduced |
| Richard W. Paul & Associates, LLC | 16,092 | $1.09M | 0.43% | −435−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 16,108 | $1.09M | 0.06% | −210−1.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 16,150 | $1.09M | 0.03% | −14,196−46.8% | Reduced |
| Patton Albertson Miller Group, LLC | 16,288 | $1.10M | 0.16% | −2,187−11.8% | Reduced |
| Farther Finance Advisors, LLC | 16,278 | $1.11M | 0.03% | +3,481+27.2% | Added |
| Hilltop Holdings Inc. | 16,345 | $1.11M | 0.07% | +1,116+7.3% | Added |
| Bahl & Gaynor Inc | 16,451 | $1.11M | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,505 | $1.12M | 0.02% | +3,950+31.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,540 | $1.12M | 0.15% | +450+2.8% | Added |
| Wealthspire Advisors, LLC | 16,550 | $1.12M | 0.01% | +588+3.7% | Added |
| Cullen Investment Group, Ltd. | 16,597 | $1.12M | 0.17% | −2,958−15.1% | Reduced |
| Gibbs Wealth Management | 16,622 | $1.13M | 0.27% | +2,989+21.9% | Added |
| Bailard, Inc. | 16,674 | $1.13M | 0.03% | +2,875+20.8% | Added |
| Ingalls & Snyder LLC | 16,698 | $1.13M | 0.04% | −1,078−6.1% | Reduced |
| TSFG, LLC | 16,687 | $1.13M | 0.23% | −113−0.7% | Reduced |
| CBOE Vest Financial, LLC | 16,707 | $1.13M | 0.02% | +7,077+73.5% | Added |
| Curbstone Financial Management Corp | 16,728 | $1.13M | 0.24% | −1,718−9.3% | Reduced |
| Atlas Capital Advisors LLC | 16,898 | $1.14M | 0.14% | +15,817+1,463.2% | Added |
| Canada Post Corp Registered Pension Plan | 16,913 | $1.15M | 0.51% | 00.0% | Unchanged |
| Advisor Resource Council | 17,235 | $1.15M | 0.09% | +17,235 | New |
| V-Square Quantitative Management LLC | 17,080 | $1.16M | 0.17% | −1,267−6.9% | Reduced |
| Twin Lakes Capital Management, LLC | 17,105 | $1.16M | 0.78% | −118−0.7% | Reduced |
| Sumitomo Life Insurance Co | 17,114 | $1.16M | 0.04% | +174+1.0% | Added |
| Greenfield Savings Bank | 17,233 | $1.17M | 0.57% | −2,624−13.2% | Reduced |
| Profund Advisors LLC | 17,248 | $1.17M | 0.05% | −459−2.6% | Reduced |
| Essex Savings Bank | 17,263 | $1.17M | 0.29% | +114+0.7% | Added |