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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: 2,367 institutionsQ2 2022: 2,311 institutionsQ3 2022: 2,330 institutionsQ4 2022: 2,411 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 20222,411$95.7B
Q3 20222,330$98.9B
Q2 20222,311$95.5B
Q1 20222,367$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
Mainstream Capital Management LLC0$00.00%−325−100.0%Sold out
FPC Investment Advisory, Inc.0$00.00%−258−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−309−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−275−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−250−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−175−100.0%Sold out
Financial Life Planners0$00.00%−243−100.0%Sold out
EnRich Financial Partners LLC0$00.00%−207−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−205−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−188−100.0%Sold out
Louisbourg Investments Inc.0$00.00%−175−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−160−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−150−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−125−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−120−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−94−100.0%Sold out
Fedenia Advisers LLC0$00.00%−71−100.0%Sold out
Coastline Trust Co0$00.00%−50−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−33−100.0%Sold out
Conquis Financial LLC0$00.00%−42−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−31−100.0%Sold out
Caitlin John, LLC0$00.00%−15−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−14−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−12−100.0%Sold out
Hager Investment Management Services, LLC0$00.00%−8−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−3−100.0%Sold out
Ritter Daniher Financial Advisory LLC0$00.00%0Sold out
REAP Financial Group, LLC0$00.00%0Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Madison Investment Advisors, LLC––––Not filed
Dorchester Wealth Management Co––––Not filed
Northwest Bank & Trust Co––––Not filed
Fernwood Investment Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
TrinityPoint Wealth, LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Natixis Investment Managers International––––Not filed
Hilltop National Bank––––Not filed
Bray Capital Advisors––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
WR Wealth Planners, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
RE Dickinson Investment Advisors, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed