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 |
|---|---|---|---|---|---|
| Robbins Farley LLC | 2,000 | $135.5K | 0.07% | −775−27.9% | Reduced |
| ESL Trust Services, LLC | 2,000 | $135.5K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 2,002 | $135.6K | 0.05% | −2,747−57.8% | Reduced |
| Roble, Belko & Company, Inc | 2,006 | $136.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,010 | $136.2K | 0.03% | −100−4.7% | Reduced |
| Creative Financial Designs Inc | 2,026 | $137.3K | 0.01% | +574+39.5% | Added |
| Provenance Wealth Advisors, LLC | 2,056 | $139.3K | 0.02% | −2,620−56.0% | Reduced |
| Sound Income Strategies, LLC | 2,097 | $142.1K | 0.01% | +56+2.7% | Added |
| 1620 Investment Advisors, Inc. | 2,146 | $145.4K | 0.11% | −101−4.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,152 | $145.8K | 0.00% | +1,596+287.1% | Added |
| Pinney & Scofield, Inc. | 2,182 | $147.8K | 0.11% | −300−12.1% | Reduced |
| GeoWealth Management, LLC | 2,182 | $147.8K | 0.01% | −2,802−56.2% | Reduced |
| Asset Dedication, LLC | 2,187 | $148.2K | 0.01% | +568+35.1% | Added |
| Tortoise Investment Management, LLC | 2,214 | $150.0K | 0.02% | +12+0.5% | Added |
| WFA Asset Management Corp | 1,950 | $155.5K | 0.08% | +627+47.4% | Added |
| Clear Investment Research, LLC | 2,435 | $165.0K | 0.22% | −16−0.7% | Reduced |
| Union Savings Bank | 2,438 | $165.2K | 0.08% | −298−10.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,446 | $165.7K | 0.08% | −128−5.0% | Reduced |
| Valley National Advisers Inc | 2,472 | $167.0K | 0.03% | −37−1.5% | Reduced |
| Bank of Jackson Hole Trust | 2,544 | $167.2K | 0.11% | −874−25.6% | Reduced |
| City State Bank | 2,547 | $172.6K | 0.06% | −80−3.0% | Reduced |
| Y.D. More Investments Ltd | 2,550 | $172.8K | 0.02% | −650−20.3% | Reduced |
| Horizon Bancorp Inc | 2,610 | $177.0K | 0.10% | +180+7.4% | Added |
| Walleye Capital LLC | 2,714 | $183.9K | 0.00% | −78,973−96.7% | Reduced |
| Bullock Wealth Management Group | 2,722 | $185.0K | 0.10% | −17−0.6% | Reduced |
| Oakworth Capital, Inc. | 2,731 | $185.0K | 0.01% | −58−2.1% | Reduced |
| Medallion Wealth Advisors, LLC | 2,742 | $186.3K | 0.08% | +768+38.9% | Added |
| Global Financial Private Client, LLC | 2,769 | $187.6K | 0.07% | +39+1.4% | Added |
| Centaurus Financial, Inc. | 2,773 | $188.0K | 0.01% | −931−25.1% | Reduced |
| DT Investment Partners, LLC | 2,777 | $188.1K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,780 | $188.3K | 0.15% | −532−16.1% | Reduced |
| Rossby Financial, LCC | 2,895 | $189.1K | 0.08% | +2,895 | New |
| AlphaCore Capital LLC | 2,869 | $194.3K | 0.02% | +2,869 | New |
| Mather Group, LLC. | 2,893 | $196.0K | 0.00% | +108+3.9% | Added |
| KPP Advisory Services LLC | 2,965 | $200.9K | 0.04% | −4,156−58.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,965 | $200.9K | 0.17% | +2,965 | New |
| Northwest Bancshares, Inc. | 2,973 | $201.4K | 0.04% | +2,973 | New |
| Lighthouse Financial LLC | 2,979 | $201.8K | 0.17% | +2,979 | New |
| Future Financial Wealth Managment LLC | 2,982 | $202.0K | 0.15% | +3+0.1% | Added |
| Warther Private Wealth, LLC | 2,989 | $202.5K | 0.07% | −2,578−46.3% | Reduced |
| First United Bank Trust | 2,990 | $202.6K | 0.08% | +2,280+321.1% | Added |
| BridgePort Financial Solutions, LLC | 2,992 | $202.7K | 0.09% | +2,992 | New |
| Quilter Plc | 2,995 | $202.9K | 0.00% | +2,995 | New |
| Modern Wealth Management, LLC | 3,007 | $203.8K | 0.01% | +3,007 | New |
| Pure Financial Advisors, Inc. | 3,013 | $204.2K | 0.00% | +3,013 | New |
| Sepio Capital, LP | 3,026 | $205.0K | 0.02% | +3,026 | New |
| Avidian Wealth Solutions, LLC | 3,033 | $205.5K | 0.01% | +3,033 | New |
| Windsor Capital Management, LLC | 3,035 | $205.6K | 0.06% | +3,035 | New |
| Ipswich Investment Management Co., Inc. | 3,039 | $205.9K | 0.05% | +3,039 | New |
| Advyzon Investment Management, LLC | 3,045 | $206.3K | 0.07% | +3,045 | New |
| Sky Investment Group LLC | 3,048 | $206.5K | 0.04% | +3,048 | New |
| Blackston Financial Advisory Group, LLC | 3,049 | $206.5K | 0.14% | +3,049 | New |
| Verity Asset Management, Inc. | 3,050 | $206.6K | 0.08% | +3,050 | New |
| Resonant Capital Advisors, LLC | 3,058 | $207.2K | 0.01% | +3,058 | New |
| Coastal Investment Advisors, Inc. | 3,074 | $208.3K | 0.09% | −1,135−27.0% | Reduced |
| Laraway Financial Inc | 3,085 | $209.0K | 0.17% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,099 | $210.0K | 0.02% | +3,099 | New |
| Sentinel Trust Co Lba | 3,095 | $210.0K | 0.02% | +3,095 | New |
| First County Bank | 3,100 | $210.0K | 0.12% | +3,100 | New |
| Great Point Wealth Advisors, LLC | 3,106 | $210.4K | 0.05% | +3,106 | New |
| Trust Investment Advisors | 3,120 | $211.4K | 0.14% | +3,120 | New |
| Holistic Financial Partners | 3,123 | $211.6K | 0.10% | +3,123 | New |
| Good Life Advisors, LLC | 3,123 | $211.6K | 0.01% | −1,475−32.1% | Reduced |
| MidWestOne Financial Group, Inc. | 3,136 | $212.5K | 0.03% | +3,136 | New |
| Prosperity Consulting Group, LLC | 3,145 | $213.1K | 0.02% | +3,145 | New |
| Nabity-Jensen Investment Management Inc | 3,147 | $213.2K | 0.17% | +3,147 | New |
| Keudell/Morrison Wealth Management | 3,151 | $213.5K | 0.05% | +3,151 | New |
| Lowe Brockenbrough & Co Inc | 3,153 | $213.6K | 0.01% | −23,272−88.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,161 | $214.2K | 0.02% | +3,161 | New |
| Capital Asset Advisory Services LLC | 3,150 | $214.4K | 0.01% | +3,150 | New |
| Vista Investment Management | 3,166 | $214.5K | 0.08% | +3,166 | New |
| Linscomb & Williams, Inc. | 3,169 | $214.7K | 0.01% | +3,169 | New |
| Alpha Family Trust | 3,170 | $214.8K | 0.13% | +3,170 | New |
| Dearborn Partners LLC | 3,177 | $215.2K | 0.01% | +3,177 | New |
| Tempus Wealth Planning, LLC | 3,178 | $215.3K | 0.06% | +3,178 | New |
| Allegiance Financial Group Advisory Services LLC | 3,184 | $215.7K | 0.07% | +3,184 | New |
| White Pine Capital LLC | 3,187 | $215.9K | 0.07% | +3,187 | New |
| Clarius Group, LLC | 3,193 | $216.3K | 0.01% | −1,923−37.6% | Reduced |
| North Capital, Inc. | 3,194 | $216.4K | 0.20% | +3,194 | New |
| Cary Street Partner Investment Advisory LLC | 3,198 | $216.7K | 0.12% | +510+19.0% | Added |
| Petros Family Wealth, LLC | 3,201 | $216.9K | 0.24% | +3,201 | New |
| Banque Pictet & Cie SA | 3,206 | $217.2K | 0.00% | +3,206 | New |
| KLCM Advisors, Inc. | 3,215 | $217.8K | 0.03% | +3,215 | New |
| One Capital Management, LLC | 3,218 | $218.0K | 0.01% | +3,218 | New |
| Center For Asset Management LLC | 3,228 | $218.7K | 0.13% | +3,228 | New |
| Zacks Investment Management | 3,231 | $218.9K | 0.00% | +3,231 | New |
| Redwood Wealth Management Group, LLC | 3,231 | $218.9K | 0.11% | +3,231 | New |
| Winthrop Advisory Group LLC | 3,235 | $219.2K | 0.03% | +3,235 | New |
| HBW Advisory Services LLC | 3,256 | $220.6K | 0.03% | +3,256 | New |
| Financial Advisors Network, Inc. | 3,276 | $222.0K | 0.04% | −1,411−30.1% | Reduced |
| Key Financial Inc | 3,281 | $222.3K | 0.05% | −33−1.0% | Reduced |
| Klingman & Associates, LLC | 3,311 | $224.3K | 0.01% | +3,311 | New |
| Fort Sheridan Advisors LLC | 3,319 | $224.9K | 0.03% | −5,130−60.7% | Reduced |
| Ellis Investment Partners, LLC | 3,321 | $225.0K | 0.05% | +3,321 | New |
| Fieldview Capital Management, LLC | 3,325 | $225.3K | 0.03% | +3,325 | New |
| Poinciana Advisors Group, LLC | 3,332 | $225.7K | 0.23% | +3,332 | New |
| Onefund, LLC | 3,337 | $226.1K | 0.23% | +3,337 | New |
| Western Wealth Management, LLC | 3,338 | $226.1K | 0.01% | +3,338 | New |
| Institute for Wealth Management, LLC. | 3,355 | $227.3K | 0.03% | +3,355 | New |
| WealthShield Partners, LLC | 3,356 | $227.4K | 0.03% | +3,356 | New |