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 |
|---|---|---|---|---|---|
| Atlantic Private Wealth, LLC | 200 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 202 | $13.7K | 0.00% | −151−42.8% | Reduced |
| West Financial Advisors, LLC | 203 | $13.8K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 204 | $13.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 205 | $13.9K | 0.00% | +66+47.5% | Added |
| Centerpoint Advisors, LLC | 200 | $14.0K | 0.01% | −162−44.8% | Reduced |
| Strategic Investment Solutions, Inc. | 208 | $14.1K | 0.00% | −816−79.7% | Reduced |
| Union Bancaire Privee, UBP SA | 213 | $14.3K | 0.00% | 00.0% | Unchanged |
| Motco | 216 | $14.6K | 0.00% | −4−1.8% | Reduced |
| Promus Capital, LLC | 217 | $14.7K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 217 | $14.7K | 0.01% | +217 | New |
| Global Trust Asset Management, LLC | 224 | $14.9K | 0.01% | −116−34.1% | Reduced |
| Consultiva Wealth Management, Corp. | 222 | $15.0K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 224 | $15.2K | 0.00% | +110+96.5% | Added |
| Hallmark Capital Management Inc | 224 | $15.2K | 0.00% | +224 | New |
| MPWM Advisory Solutions, LLC | 226 | $15.3K | 0.01% | −165−42.2% | Reduced |
| Red Tortoise LLC | 227 | $15.4K | 0.01% | −83−26.8% | Reduced |
| Compass Financial Services Inc | 231 | $15.7K | 0.01% | +231 | New |
| Centricity Wealth Management, LLC | 244 | $16.5K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 247 | $16.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 258 | $17.0K | 0.02% | +2+0.8% | Added |
| Semmax Financial Advisors Inc. | 259 | $17.3K | 0.00% | −35−11.9% | Reduced |
| Financial Freedom, LLC | 263 | $17.8K | 0.01% | +3+1.2% | Added |
| Lowe Wealth Advisors, LLC | 266 | $18.0K | 0.01% | −7−2.6% | Reduced |
| Sherman Asset Management, Inc. | 274 | $18.6K | 0.02% | −9−3.2% | Reduced |
| WPG Advisers, LLC | 277 | $18.8K | 0.02% | +9+3.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 277 | $18.8K | 0.01% | −65−19.0% | Reduced |
| Stephenson National Bank & Trust | 279 | $18.9K | 0.01% | +171+158.3% | Added |
| Bank & Trust Co | 285 | $19.3K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 290 | $19.6K | 0.01% | +290 | New |
| Golden State Wealth Management, LLC | 291 | $19.7K | 0.00% | +215+282.9% | Added |
| Activest Wealth Management | 294 | $19.9K | 0.01% | +290+7,250.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $20.3K | 0.00% | −28−8.5% | Reduced |
| Arlington Trust Co LLC | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 300 | $20.3K | 0.01% | +300 | New |
| Legacy Wealth Managment, LLC | 302 | $20.5K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 307 | $20.8K | 0.01% | +3+1.0% | Added |
| PrairieView Partners, LLC | 310 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 316 | $21.4K | 0.01% | −141−30.9% | Reduced |
| Rakuten Securities, Inc. | 323 | $21.9K | 0.01% | +135+71.8% | Added |
| Highline Wealth Partners LLC | 327 | $22.2K | 0.01% | +163+99.4% | Added |
| Altshuler Shaham Ltd | 331 | $22.4K | 0.00% | −116−26.0% | Reduced |
| Core Alternative Capital | 339 | $23.0K | 0.01% | −104−23.5% | Reduced |
| FSA Wealth Management LLC | 344 | $23.3K | 0.01% | +1+0.3% | Added |
| Flagship Wealth Advisors, LLC | 348 | $23.6K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 350 | $23.7K | 0.01% | +25+7.7% | Added |
| Granite FO LLC | 350 | $23.7K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 361 | $24.0K | 0.02% | −1,435−79.9% | Reduced |
| Studio Investment Management LLC | 364 | $24.7K | 0.01% | −5,812−94.1% | Reduced |
| Cedar Mountain Advisors, LLC | 371 | $25.1K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 371 | $25.1K | 0.02% | −401−51.9% | Reduced |
| Optiver Holding B.V. | 373 | $25.3K | 0.00% | −2,234−85.7% | Reduced |
| WealthCollab, LLC | 376 | $25.5K | 0.02% | +96+34.3% | Added |
| Rosenberg Matthew Hamilton | 382 | $25.9K | 0.01% | +88+29.9% | Added |
| SWAN Capital LLC | 392 | $26.6K | 0.01% | +150+62.0% | Added |
| Washington Trust Advisors, Inc. | 393 | $26.6K | 0.00% | −47−10.7% | Reduced |
| American National Bank | 400 | $27.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 410 | $27.7K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 414 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 416 | $28.2K | 0.01% | −210−33.5% | Reduced |
| Country Trust Bank | 417 | $28.3K | 0.00% | −1,895−82.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 420 | $28.5K | 0.03% | −74,200−99.4% | Reduced |
| Boyd Watterson Asset Management LLC | 435 | $29.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 455 | $30.8K | 0.01% | +248+119.8% | Added |
| Canton Hathaway, LLC | 456 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 461 | $31.2K | 0.00% | +95+26.0% | Added |
| Operose Advisors LLC | 465 | $31.5K | 0.01% | −125−21.2% | Reduced |
| Battery Global Advisors, LLC | 478 | $32.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 749 | $32.5K | 0.01% | +446+147.2% | Added |
| Chilton Capital Management LLC | 485 | $32.9K | 0.00% | −187−27.8% | Reduced |
| Standard Family Office LLC | 488 | $33.1K | 0.04% | −366−42.9% | Reduced |
| MCF Advisors LLC | 491 | $33.3K | 0.00% | −447−47.7% | Reduced |
| Saudi Central Bank | 495 | $33.5K | 0.18% | +495 | New |
| Painted Porch Advisors LLC | 497 | $33.7K | 0.01% | +98+24.6% | Added |
| Vermillion Wealth Management, Inc. | 500 | $33.9K | 0.01% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 500 | $33.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 504 | $34.1K | 0.02% | +504 | New |
| Cornerstone Planning Group LLC | 532 | $34.9K | 0.01% | +80+17.7% | Added |
| HighMark Wealth Management LLC | 517 | $35.0K | 0.02% | +6+1.2% | Added |
| VSM Wealth Advisory, LLC | 525 | $35.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 540 | $36.6K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 540 | $37.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 550 | $37.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 560 | $37.9K | 0.04% | −180−24.3% | Reduced |
| First Community Trust NA | 562 | $38.1K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 668 | $38.1K | 0.02% | +139+26.3% | Added |
| Costello Asset Management, INC | 572 | $38.7K | 0.02% | +422+281.3% | Added |
| Stone House Investment Management, LLC | 572 | $38.8K | 0.01% | +572 | New |
| Dixon Mitchell Investment Counsel Inc. | 187 | $39.2K | 0.00% | −981−84.0% | Reduced |
| Hara Capital LLC | 579 | $39.2K | 0.03% | −497−46.2% | Reduced |
| Park Square Financial Group, LLC | 581 | $39.4K | 0.03% | −378−39.4% | Reduced |
| First Financial Corp | 600 | $40.6K | 0.02% | −230−27.7% | Reduced |
| Hoey Investments, Inc | 600 | $40.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 607 | $41.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 637 | $43.0K | 0.00% | +180+39.4% | Added |
| Plante Moran Financial Advisors, LLC | 635 | $43.0K | 0.00% | −1,247−66.3% | Reduced |