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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 647 | $43.9K | 0.01% | −60−8.5% | Reduced |
| New England Capital Financial Advisors LLC | 656 | $44.4K | 0.02% | −43−6.2% | Reduced |
| Stonebridge Financial Group, LLC | 658 | $44.6K | 0.00% | +30+4.8% | Added |
| SOA Wealth Advisors, LLC. | 658 | $44.6K | 0.01% | −1,040−61.2% | Reduced |
| Gables Capital Management Inc. | 665 | $45.1K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 668 | $45.3K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 731 | $45.8K | 0.00% | −770−51.3% | Reduced |
| Hemington Wealth Management | 682 | $46.0K | 0.01% | +172+33.7% | Added |
| Bogart Wealth, LLC | 688 | $46.6K | 0.00% | −113−14.1% | Reduced |
| Heritage Wealth Advisors | 700 | $47.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 708 | $48.0K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,073 | $48.2K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 719 | $48.7K | 0.04% | +614+584.8% | Added |
| Quarry LP | 721 | $48.8K | 0.01% | −1,443−66.7% | Reduced |
| Mascoma Wealth Management LLC | 723 | $49.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 739 | $50.1K | 0.02% | −95−11.4% | Reduced |
| MV Capital Management, Inc. | 741 | $50.2K | 0.01% | +289+63.9% | Added |
| Pinnacle Bancorp, Inc. | 766 | $51.9K | 0.02% | −1,166−60.4% | Reduced |
| Atlantic Trust, LLC | 767 | $52.0K | 0.01% | +267+53.4% | Added |
| Keener Financial Planning LLC | 783 | $53.0K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 783 | $53.0K | 0.04% | +133+20.5% | Added |
| Lummis Asset Management, LP | 800 | $53.4K | 0.04% | +800 | New |
| Armstrong Advisory Group, Inc | 1,196 | $53.7K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 808 | $54.0K | 0.02% | +808 | New |
| Financial Perspectives, Inc | 805 | $54.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 820 | $55.6K | 0.00% | +570+228.0% | Added |
| Delta Asset Management LLC | 820 | $55.6K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 828 | $56.1K | 0.06% | +10+1.2% | Added |
| Caldwell Trust Co | 830 | $56.2K | 0.01% | +417+101.0% | Added |
| Princeton Global Asset Management LLC | 844 | $57.2K | 0.01% | −80−8.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 885 | $60.0K | 0.01% | −399−31.1% | Reduced |
| First Command Advisory Services, Inc. | 885 | $60.0K | 0.00% | −81−8.4% | Reduced |
| Perkins Coie Trust Co | 900 | $61.0K | 0.01% | −69−7.1% | Reduced |
| Bangor Savings Bank | 905 | $61.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 906 | $61.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 917 | $62.1K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 925 | $62.7K | 0.04% | −1,671−64.4% | Reduced |
| Concord Wealth Partners | 926 | $62.7K | 0.01% | −295−24.2% | Reduced |
| Riverview Trust Co | 956 | $64.8K | 0.06% | +520+119.3% | Added |
| Covestor Ltd | 962 | $65.0K | 0.04% | −24−2.4% | Reduced |
| City Holding Co | 960 | $65.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 970 | $65.7K | 0.03% | −45−4.4% | Reduced |
| Wolff Wiese Magana LLC | 983 | $66.6K | 0.05% | −9−0.9% | Reduced |
| Financial Network Wealth Advisors LLC | 989 | $67.0K | 0.09% | +290+41.5% | Added |
| SRS Capital Advisors, Inc. | 996 | $67.5K | 0.00% | −1,556−61.0% | Reduced |
| BNP Paribas | 1,000 | $67.8K | 0.00% | −600−37.5% | Reduced |
| Orion Capital Management LLC | 1,000 | $67.8K | 0.03% | −200−16.7% | Reduced |
| Park Circle Co | 1,000 | $67.8K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,021 | $69.0K | 0.01% | +334+48.6% | Added |
| Iron Horse Wealth Management, LLC | 1,024 | $69.4K | 0.02% | −329−24.3% | Reduced |
| TFC Financial Management | 1,040 | $70.5K | 0.01% | −117−10.1% | Reduced |
| Citizens National Bank Trust Department | 1,050 | $71.1K | 0.02% | −1,000−48.8% | Reduced |
| Capital Analysts, LLC | 1,060 | $72.0K | 0.00% | −2,802−72.6% | Reduced |
| PFS Partners, LLC | 1,072 | $72.7K | 0.04% | +12+1.1% | Added |
| True Wealth Design, LLC | 1,084 | $73.5K | 0.03% | +1,039+2,308.9% | Added |
| Rise Advisors, LLC | 1,092 | $74.0K | 0.03% | +8+0.7% | Added |
| Ball & Co Wealth Management Inc. | 1,114 | $75.0K | 0.08% | +13+1.2% | Added |
| Smallwood Wealth Investment Management, LLC | 1,117 | $75.7K | 0.05% | +1,117 | New |
| Vega Investment Solutions | 1,124 | $76.2K | 0.01% | −6,876−86.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,140 | $77.2K | 0.05% | −328−22.3% | Reduced |
| Clean Yield Group | 1,140 | $77.2K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,177 | $79.0K | 0.02% | +7+0.6% | Added |
| Silvant Capital Management LLC | 1,169 | $79.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,187 | $80.4K | 0.03% | −1,097−48.0% | Reduced |
| Johnson Financial Group, Inc. | 1,189 | $80.6K | 0.00% | +200+20.2% | Added |
| Center for Financial Planning, Inc. | 1,241 | $84.1K | 0.01% | −200−13.9% | Reduced |
| Piscataqua Savings Bank | 1,246 | $84.4K | 0.07% | −75−5.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,258 | $85.2K | 0.01% | −48−3.7% | Reduced |
| Strengthening Families & Communities, LLC | 1,447 | $85.5K | 0.05% | −111−7.1% | Reduced |
| Ogorek Anthony Joseph | 1,283 | $86.0K | 0.03% | +1,211+1,681.9% | Added |
| Cape Investment Advisory, Inc. | 1,286 | $87.2K | 0.03% | +11+0.9% | Added |
| Trust Co | 1,350 | $91.5K | 0.01% | −351−20.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,367 | $92.6K | 0.07% | +1+0.1% | Added |
| Main Street Group, LTD | 1,386 | $93.9K | 0.04% | +64+4.8% | Added |
| Murphy & Mullick Capital Management Corp | 1,386 | $93.9K | 0.09% | −10−0.7% | Reduced |
| Millstone Evans Group, LLC | 1,458 | $98.8K | 0.07% | −281−16.2% | Reduced |
| Park Place Capital Corp | 1,496 | $101.4K | 0.03% | −8−0.5% | Reduced |
| Loomis Sayles & Co L P | 1,508 | $102.0K | 0.00% | +656+77.0% | Added |
| Hanson & Doremus Investment Management | 1,500 | $102.0K | 0.01% | +1,500 | New |
| Hazlett, Burt & Watson, Inc. | 1,517 | $103.0K | 0.05% | −410−21.3% | Reduced |
| Colonial Trust Co | 1,531 | $103.7K | 0.02% | −204−11.8% | Reduced |
| Salomon & Ludwin, LLC | 1,561 | $105.8K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 1,574 | $106.6K | 0.00% | +1,574 | New |
| Prestige Wealth Management Group LLC | 1,618 | $109.6K | 0.02% | −23−1.4% | Reduced |
| Peoples Financial Services Corp. | 1,643 | $111.3K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,646 | $111.5K | 0.01% | −383−18.9% | Reduced |
| Grove Bank & Trust | 1,660 | $112.5K | 0.02% | −75−4.3% | Reduced |
| Old Point Trust & Financial Services N A | 1,666 | $112.9K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,666 | $112.9K | 0.05% | 00.0% | Unchanged |
| Gifford Fong Associates | 1,675 | $113.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,675 | $113.5K | 0.06% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,688 | $114.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,698 | $115.1K | 0.04% | +1,698 | New |
| Proathlete Wealth Management LLC | 1,719 | $116.5K | 0.04% | +1,719 | New |
| Newbridge Financial Services Group, Inc. | 1,735 | $117.5K | 0.03% | −733−29.7% | Reduced |
| Nemes Rush Group LLC | 1,747 | $118.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,761 | $119.3K | 0.02% | +480+37.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,783 | $120.8K | 0.07% | −200−10.1% | Reduced |
| Evelyn Partners Investment Management LLP | 1,800 | $122.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,821 | $123.4K | 0.10% | +107+6.2% | Added |