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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 4,226 | $286.3K | 0.02% | +4,226 | New |
| Mechanics Bank Trust Department | 4,227 | $286.4K | 0.04% | −1,917−31.2% | Reduced |
| Paragon Capital Management Ltd | 4,261 | $288.7K | 0.06% | +4,261 | New |
| Vestmark Advisory Solutions, Inc. | 4,279 | $289.9K | 0.01% | +4,279 | New |
| State of Wyoming | 4,289 | $290.6K | 0.04% | +4,289 | New |
| Platinum Investment Management Ltd | 4,291 | $290.7K | 0.02% | +2,311+116.7% | Added |
| Silver Oak Securities, Inc | 4,344 | $291.6K | 0.03% | +4,344 | New |
| Soltis Investment Advisors LLC | 4,316 | $292.4K | 0.03% | +4,316 | New |
| Oak Hill Wealth Advisors, LLC | 4,319 | $292.6K | 0.07% | +4,319 | New |
| PDS Planning, Inc | 4,320 | $292.7K | 0.02% | +4,320 | New |
| Insigneo Advisory Services, LLC | 4,324 | $293.0K | 0.03% | −1,656−27.7% | Reduced |
| Kaufman Rossin Wealth, LLC | 4,325 | $293.0K | 0.21% | +4,325 | New |
| GW Henssler & Associates Ltd | 4,334 | $293.6K | 0.02% | +4,334 | New |
| Northeast Investment Management | 4,334 | $293.6K | 0.01% | −3,455−44.4% | Reduced |
| Tompkins Financial Corp | 4,338 | $293.9K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 4,333 | $294.0K | 0.28% | +4,333 | New |
| Petra Financial Advisors Inc | 4,348 | $294.6K | 0.24% | +4,348 | New |
| Diversified Trust Co | 4,352 | $294.8K | 0.01% | +4,352 | New |
| First National Trust Co | 4,357 | $295.2K | 0.01% | −4,441−50.5% | Reduced |
| Lauer Wealth, LLC | 4,548 | $295.8K | 0.23% | −1,212−21.0% | Reduced |
| CoreCap Advisors, LLC | 4,373 | $296.3K | 0.01% | +45+1.0% | Added |
| Freestone Capital Holdings, LLC | 4,383 | $297.0K | 0.01% | −703−13.8% | Reduced |
| Birch Capital Management, LLC | 4,387 | $297.2K | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,390 | $297.4K | 0.01% | +4,390 | New |
| Federated Hermes, Inc. | 4,398 | $298.0K | 0.00% | −5,139−53.9% | Reduced |
| Sterling Capital Management LLC | 4,403 | $298.3K | 0.00% | −535−10.8% | Reduced |
| Allen Wealth Management, LLC | 4,416 | $299.2K | 0.21% | −499−10.2% | Reduced |
| Holderness Investments Co | 4,424 | $299.7K | 0.07% | +4,424 | New |
| Diversified Enterprises, LLC | 4,435 | $300.5K | 0.03% | +4,435 | New |
| Sargent Investment Group, LLC | 4,447 | $301.3K | 0.05% | +510+13.0% | Added |
| Capital Performance Advisors LLP | 4,491 | $304.3K | 0.07% | +4,491 | New |
| Essex LLC | 4,494 | $304.5K | 0.07% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 4,499 | $304.8K | 0.03% | −143−3.1% | Reduced |
| Aviance Capital Partners, LLC | 4,499 | $304.8K | 0.04% | +4,499 | New |
| Penbrook Management LLC | 4,500 | $304.9K | 0.23% | −300−6.3% | Reduced |
| Glen Eagle Advisors, LLC | 4,501 | $304.9K | 0.05% | −522−10.4% | Reduced |
| Register Financial Advisors LLC | 4,503 | $305.1K | 0.16% | −1,973−30.5% | Reduced |
| Valmark Advisers, Inc. | 4,515 | $305.9K | 0.00% | +4,515 | New |
| Formidable Asset Management, LLC | 4,518 | $306.1K | 0.05% | −938−17.2% | Reduced |
| Keystone Financial Planning, Inc. | 4,521 | $306.3K | 0.09% | 00.0% | Unchanged |
| BancorpSouth Bank | 4,555 | $308.6K | 0.02% | −59−1.3% | Reduced |
| Tyche Wealth Partners LLC | 4,569 | $309.6K | 0.07% | +4,569 | New |
| Lighthouse Investment Partners, LLC | 4,571 | $309.7K | 0.01% | +4,571 | New |
| Sunpointe, LLC | 4,575 | $309.9K | 0.17% | +4,575 | New |
| Pekin Hardy Strauss, Inc. | 4,575 | $310.0K | 0.04% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 4,599 | $311.6K | 0.23% | 00.0% | Unchanged |
| Simmons Bank | 4,606 | $312.1K | 0.02% | −754−14.1% | Reduced |
| Fiducient Advisors LLC | 4,624 | $313.3K | 0.04% | +4,624 | New |
| First Western Trust Bank | 4,640 | $314.4K | 0.02% | −231−4.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,644 | $314.6K | 0.06% | +4,644 | New |
| Skopos Labs, Inc. | 4,657 | $315.4K | 0.07% | +3,674+373.8% | Added |
| MBB Public Markets I LLC | 4,661 | $315.8K | 0.04% | +4,661 | New |
| Forum Private Client Group LLC | 4,670 | $316.4K | 0.14% | +44+1.0% | Added |
| Sentry LLC | 4,684 | $317.3K | 0.06% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 4,693 | $317.9K | 0.23% | +101+2.2% | Added |
| Hoxton Planning & Management, LLC | 4,694 | $318.0K | 0.12% | +4,694 | New |
| Avestar Capital, LLC | 4,697 | $318.3K | 0.03% | +4,697 | New |
| Massmutual Trust Co FSB | 4,719 | $319.7K | 0.01% | +1,381+41.4% | Added |
| Trustco Bank Corp N Y | 4,735 | $320.8K | 0.35% | −100−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,736 | $320.9K | 0.01% | −852−15.2% | Reduced |
| Catalyst Financial Partners LLC | 4,756 | $322.2K | 0.06% | +4,756 | New |
| JNBA Financial Advisors | 4,771 | $323.2K | 0.03% | −667−12.3% | Reduced |
| First City Capital Management, Inc. | 4,797 | $325.0K | 0.19% | −1,183−19.8% | Reduced |
| Wealth Watch Advisors, INC | 4,808 | $326.0K | 0.26% | −54−1.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,818 | $326.4K | 0.05% | −6−0.1% | Reduced |
| Manchester Capital Management LLC | 4,836 | $327.6K | 0.04% | +379+8.5% | Added |
| Alliance Wealth Advisors, LLC | 4,847 | $328.4K | 0.09% | −275−5.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,802 | $329.2K | 0.14% | −170−3.4% | Reduced |
| MKT Advisors LLC | 5,165 | $329.8K | 0.15% | +15+0.3% | Added |
| Peddock Capital Advisors, LLC | 4,871 | $330.0K | 0.08% | −1,214−20.0% | Reduced |
| Bayforest Capital Ltd | 4,881 | $330.7K | 0.14% | +4,881 | New |
| Smithfield Trust Co | 4,871 | $331.0K | 0.02% | −319−6.1% | Reduced |
| Atlas Brown,Inc. | 4,893 | $331.5K | 0.12% | +142+3.0% | Added |
| Klingenstein Fields & Co LP | 4,928 | $333.9K | 0.01% | +10+0.2% | Added |
| Koshinski Asset Management, Inc. | 4,930 | $334.0K | 0.03% | +178+3.7% | Added |
| Beach Investment Counsel Inc | 4,950 | $335.0K | 0.05% | −1,995−28.7% | Reduced |
| Shufro Rose & Co LLC | 4,950 | $335.4K | 0.03% | −3,279−39.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,001 | $335.8K | 0.05% | +134+2.8% | Added |
| Topsail Wealth Management, LLC | 4,970 | $336.7K | 0.07% | +4,970 | New |
| Element Wealth, LLC | 4,975 | $337.0K | 0.18% | +40+0.8% | Added |
| Generali Investments, Management Co LLC | 4,981 | $337.5K | 0.10% | +4,981 | New |
| Wealth Effects LLC | 4,987 | $337.9K | 0.14% | −1,179−19.1% | Reduced |
| Private Capital Advisors, Inc. | 5,000 | $338.8K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,010 | $339.4K | 0.01% | −894−15.1% | Reduced |
| Pines Wealth Management, LLC | 5,020 | $339.5K | 0.16% | +5,020 | New |
| Southland Equity Partners LLC | 5,017 | $339.9K | 0.08% | +32+0.6% | Added |
| Root Financial Partners, LLC | 5,057 | $342.6K | 0.04% | −477−8.6% | Reduced |
| Plimoth Trust Co LLC | 5,060 | $342.8K | 0.09% | −24,901−83.1% | Reduced |
| Hayek Kallen Investment Management | 5,056 | $343.0K | 0.13% | −1,766−25.9% | Reduced |
| Vectors Research Management, LLC | 5,073 | $343.7K | 0.12% | 00.0% | Unchanged |
| Davidson Trust Co | 5,077 | $344.0K | 0.16% | −23−0.5% | Reduced |
| Sym Financial Corp | 5,100 | $345.5K | 0.04% | +5,100 | New |
| Parkside Financial Bank & Trust | 5,104 | $345.8K | 0.04% | +35+0.7% | Added |
| McLean Asset Management Corp | 5,127 | $346.8K | 0.11% | +5,127 | New |
| Compass Ion Advisors, LLC | 5,173 | $350.5K | 0.04% | −540−9.5% | Reduced |
| North Star Investment Management Corp. | 5,219 | $353.6K | 0.03% | −9,405−64.3% | Reduced |
| RD Lewis Holdings, Inc. | 5,245 | $353.8K | 0.40% | −196−3.6% | Reduced |
| Integrated Investment Consultants, LLC | 5,236 | $354.7K | 0.07% | −134−2.5% | Reduced |
| Empire Financial Management Company, LLC | 5,241 | $355.1K | 0.11% | 00.0% | Unchanged |
| First American Trust, FSB | 5,252 | $355.9K | 0.03% | −6,021−53.4% | Reduced |