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 | 2,411 | $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, 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 |
|---|---|---|---|---|---|
| McGinn Investment Management, Inc. | 0 | $0 | 0.00% | −40,521−100.0% | Sold out |
| Beddow Capital Management Inc | 0 | $0 | 0.00% | −40,260−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −39,541−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −36,559−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −35,740−100.0% | Sold out |
| Roanoke Asset Management Corp | 0 | $0 | 0.00% | −34,966−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −34,170−100.0% | Sold out |
| Boston Research & Management Inc | 0 | $0 | 0.00% | −33,908−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −34,125−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −33,752−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −33,271−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −32,172−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −31,765−100.0% | Sold out |
| Horan Capital Advisors, LLC. | 0 | $0 | 0.00% | −30,663−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −28,790−100.0% | Sold out |
| CM Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,742−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −24,635−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −20,637−100.0% | Sold out |
| Altrafin AG | 0 | $0 | 0.00% | −20,040−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −19,061−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −18,771−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −18,642−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −17,999−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −17,901−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −17,597−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −12,163−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −14,407−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −14,280−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −14,088−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Cardinal Capital Management, Inc. | 0 | $0 | 0.00% | −13,605−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,402−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −12,219−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,644−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Bond & Devick Financial Network, Inc. | 0 | $0 | 0.00% | −7,669−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,704−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,009−100.0% | Sold out |
| Unified Investment Management | 0 | $0 | 0.00% | −9,634−100.0% | Sold out |
| Van Cleef Asset Management,Inc | 0 | $0 | 0.00% | −9,504−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −9,422−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −8,534−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −7,930−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −7,721−100.0% | Sold out |
| Watts Gwilliam & Co., LLC | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −9,995−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −7,023−100.0% | Sold out |
| Rogco, LP | 0 | $0 | 0.00% | −6,752−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −6,669−100.0% | Sold out |
| Oldfield Partners LLP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Delaney Dennis R | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −5,956−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Jeppson Wealth Management, LLC | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Roehl & Yi Investment Advisors, LLC | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Redwood Park Advisors LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |