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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 3,383 | $229.2K | 0.01% | +3,383 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,385 | $229.3K | 0.01% | +3,385 | New |
| Lantz Financial LLC | 3,391 | $229.7K | 0.06% | +3,391 | New |
| New Covenant Trust Company, N.A. | 3,422 | $229.8K | 0.24% | +3,422 | New |
| AGH Wealth Advisors, LLC | 3,400 | $230.4K | 0.22% | +3,400 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,404 | $230.6K | 0.02% | +3,404 | New |
| Summit X, LLC | 3,414 | $231.3K | 0.05% | +3,414 | New |
| Capital Group Private Client Services, Inc. | 3,418 | $231.6K | 0.00% | +3,418 | New |
| Brass Tax Wealth Management, Inc | 3,429 | $232.3K | 0.05% | +3,429 | New |
| Maridea Wealth Management LLC | 3,431 | $232.4K | 0.08% | +3,431 | New |
| AdvisorNet Financial, Inc | 3,435 | $232.7K | 0.02% | −964−21.9% | Reduced |
| Abc Arbitrage SA | 3,447 | $233.5K | 0.04% | −23,076−87.0% | Reduced |
| Accredited Wealth Management, LLC | 3,451 | $233.8K | 0.20% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,454 | $234.0K | 0.03% | +3,454 | New |
| Clifford Swan Investment Counsel LLC | 3,461 | $234.5K | 0.01% | +3,461 | New |
| Berkshire Asset Management LLC | 3,473 | $235.6K | 0.01% | +3,473 | New |
| Promethium Advisors,llc | 3,480 | $235.8K | 0.15% | +3,480 | New |
| Proficio Capital Partners LLC | 3,491 | $236.5K | 0.02% | +3,491 | New |
| Savvy Advisors, Inc. | 3,492 | $236.6K | 0.02% | +3,492 | New |
| Westmount Partners, LLC | 3,493 | $236.7K | 0.07% | +3,493 | New |
| Middleton & Co Inc | 3,500 | $237.1K | 0.03% | −1,200−25.5% | Reduced |
| WealthBridge Capital Management, LLC | 3,518 | $238.3K | 0.07% | +3,518 | New |
| Summit Asset Management, LLC | 3,525 | $238.8K | 0.04% | +3,525 | New |
| Gries Financial LLC | 3,540 | $239.8K | 0.05% | +3,540 | New |
| Defined Wealth Management, LLC | 3,547 | $240.3K | 0.16% | +3,547 | New |
| Quadrant Private Wealth Management, LLC | 3,553 | $240.7K | 0.06% | +3,553 | New |
| Eagle Wealth Strategies LLC | 3,556 | $240.9K | 0.15% | +3,556 | New |
| Brown Brothers Harriman & Co | 3,557 | $241.0K | 0.00% | +1,054+42.1% | Added |
| ELCO Management Co., LLC | 3,560 | $241.2K | 0.13% | +3,560 | New |
| Sivia Capital Partners, LLC | 3,561 | $241.3K | 0.11% | +3,561 | New |
| Kendall Capital Management | 3,580 | $242.5K | 0.07% | −1,100−23.5% | Reduced |
| AA Financial Advisors, LLC | 3,580 | $242.5K | 0.06% | +3,580 | New |
| Stonebridge Capital Advisors LLC | 3,590 | $243.3K | 0.02% | −3,738−51.0% | Reduced |
| Keel Point, LLC | 3,596 | $243.6K | 0.02% | +3,596 | New |
| Brown Wealth Management, LLC | 3,603 | $244.1K | 0.08% | +3,603 | New |
| Carnegie Lake Advisors LLC | 3,625 | $246.0K | 0.10% | +3,625 | New |
| Bridgewater Advisors Inc. | 3,793 | $246.6K | 0.02% | +3,793 | New |
| Baldwin Brothers Inc | 3,652 | $247.4K | 0.02% | +3,652 | New |
| Quest 10 Wealth Builders, Inc. | 3,653 | $247.5K | 0.26% | −1,431−28.1% | Reduced |
| Optimum Investment Advisors | 3,682 | $249.5K | 0.12% | −103−2.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,685 | $249.7K | 0.23% | −12,055−76.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,687 | $249.8K | 0.08% | +3,687 | New |
| Baader Bank INC | 3,842 | $250.2K | 0.03% | +3,842 | New |
| Connecticut Wealth Management, LLC | 3,698 | $250.5K | 0.01% | +3,698 | New |
| AXS Investments LLC | 3,701 | $250.7K | 0.07% | +3,701 | New |
| Marshall Investment Management, LLC | 3,705 | $251.0K | 0.16% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,760 | $251.1K | 0.04% | −1,807−32.5% | Reduced |
| GK Wealth Management LLC | 3,737 | $253.1K | 0.32% | +3,737 | New |
| Empirical Asset Management, LLC | 3,752 | $254.2K | 0.09% | −33,133−89.8% | Reduced |
| Vista Private Wealth Partners. LLC | 3,759 | $254.7K | 0.09% | +3,750+41,666.7% | Added |
| Tritonpoint Wealth, LLC | 3,776 | $255.8K | 0.02% | +3,776 | New |
| TigerOak Management, L.L.C. | 3,780 | $256.1K | 0.10% | +3,780 | New |
| Brown Miller Wealth Management, LLC | 3,784 | $256.4K | 0.09% | +3,784 | New |
| Quadcap Wealth Management, LLC | 3,789 | $256.7K | 0.04% | −5,628−59.8% | Reduced |
| Quest Partners LLC | 3,798 | $257.3K | 0.03% | −3,165−45.5% | Reduced |
| Waldron Private Wealth LLC | 3,810 | $258.1K | 0.01% | −3,536−48.1% | Reduced |
| Mission Wealth Management, LP | 3,822 | $258.9K | 0.01% | +3,822 | New |
| Heritage Financial Services, LLC | 3,828 | $259.3K | 0.03% | +3,828 | New |
| Legacy Financial Advisors, Inc. | 3,843 | $260.4K | 0.04% | +3,843 | New |
| Callan Capital, LLC | 3,844 | $260.4K | 0.02% | +3,844 | New |
| L.M. Kohn & Company | 3,847 | $260.6K | 0.07% | −2,050−34.8% | Reduced |
| First Interstate Bank | 3,854 | $261.1K | 0.02% | +3,854 | New |
| VeraBank, N.A. | 3,871 | $262.3K | 0.07% | −2,326−37.5% | Reduced |
| Luken Investment Analytics, LLC | 3,881 | $262.9K | 0.12% | −393−9.2% | Reduced |
| TT Capital Management LLC | 3,904 | $264.5K | 0.22% | −118−2.9% | Reduced |
| Hemenway Trust Co LLC | 3,928 | $266.1K | 0.02% | −1,900−32.6% | Reduced |
| Next Level Private LLC | 3,928 | $266.1K | 0.10% | +3,928 | New |
| Alliance Wealth Advisors, LLC | 3,932 | $266.4K | 0.16% | +3,932 | New |
| Optivise Advisory Services LLC | 3,951 | $267.7K | 0.15% | +3,951 | New |
| Kathmere Capital Management, LLC | 3,967 | $268.8K | 0.02% | +3,967 | New |
| First Heartland Consultants, Inc. | 3,969 | $268.9K | 0.03% | +3,969 | New |
| Bank Hapoalim BM | 3,975 | $269.0K | 0.04% | +3,975 | New |
| Lesa Sroufe & Co | 3,965 | $269.0K | 0.27% | +3,965 | New |
| Apella Capital, LLC | 3,838 | $269.3K | 0.01% | +3,838 | New |
| New Hampshire Trust | 3,982 | $269.8K | 0.06% | −1,350−25.3% | Reduced |
| BCS Wealth Management | 3,978 | $270.0K | 0.07% | +3,978 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $271.0K | 0.17% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,005 | $271.4K | 0.02% | −29,658−88.1% | Reduced |
| SBI Securities Co., Ltd. | 4,009 | $271.6K | 0.01% | −342−7.9% | Reduced |
| Ariston Services Group | 4,018 | $272.2K | 0.23% | +4,018 | New |
| Souders Financial Advisors | 4,018 | $272.3K | 0.04% | +4,018 | New |
| LVW Advisors, LLC | 4,028 | $272.9K | 0.03% | −982−19.6% | Reduced |
| Ballast Advisors LLC | 4,042 | $273.8K | 0.09% | +4,042 | New |
| Whitebox Advisors LLC | 4,050 | $274.4K | 0.01% | −1,500−27.0% | Reduced |
| Versant Capital Management, Inc | 4,061 | $275.1K | 0.05% | +3,067+308.6% | Added |
| Fiera Capital Corp | 4,070 | $275.7K | 0.00% | +4,070 | New |
| Ameriflex Group, Inc. | 4,071 | $275.8K | 0.11% | −309−7.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,073 | $275.9K | 0.02% | +4,073 | New |
| Compass Wealth Management LLC | 4,084 | $276.7K | 0.07% | −4,300−51.3% | Reduced |
| Larson Financial Group LLC | 4,126 | $279.6K | 0.01% | +1,141+38.2% | Added |
| Somerset Trust Co | 4,130 | $279.8K | 0.10% | +4,130 | New |
| EagleClaw Capital Managment, LLC | 4,135 | $280.1K | 0.04% | −2,000−32.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,144 | $280.8K | 0.02% | +4,144 | New |
| Vicus Capital | 4,147 | $280.9K | 0.03% | +4,147 | New |
| Capital City Trust Co | 4,152 | $281.3K | 0.08% | −1,526−26.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,152 | $281.3K | 0.03% | −2,960−41.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,173 | $282.7K | 0.07% | +4,173 | New |
| Means Investment Co., Inc. | 4,177 | $283.0K | 0.03% | +4,177 | New |
| Fortis Advisors, LLC | 4,200 | $284.6K | 0.19% | −900−17.6% | Reduced |
| Norway Savings Bank | 4,219 | $285.8K | 0.16% | −4,044−48.9% | Reduced |