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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 7,248 | $491.0K | 0.04% | +7,248 | New |
| Leavell Investment Management, Inc. | 7,327 | $496.4K | 0.02% | −373−4.8% | Reduced |
| Ascent Group, LLC | 7,339 | $497.2K | 0.02% | +7,339 | New |
| Hexagon Capital Partners LLC | 7,353 | $498.2K | 0.09% | +674+10.1% | Added |
| Dorsey & Whitney Trust CO LLC | 7,378 | $499.9K | 0.03% | +715+10.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,437 | $504.0K | 0.18% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 7,451 | $504.8K | 0.13% | +7,451 | New |
| Westbourne Investments, Inc. | 7,500 | $508.1K | 0.31% | +7,500 | New |
| American State Bank (Iowa) | 7,550 | $511.5K | 0.31% | +1,489+24.6% | Added |
| ARS Wealth Advisors Group, LLC | 7,590 | $514.2K | 0.07% | −807−9.6% | Reduced |
| Camelot Portfolios, LLC | 7,598 | $514.8K | 0.32% | −1,343−15.0% | Reduced |
| Legacy Advisors, LLC | 7,608 | $515.4K | 0.05% | +1,124+17.3% | Added |
| Independence Bank of Kentucky | 7,674 | $519.9K | 0.08% | −453−5.6% | Reduced |
| E Fund Management Co., Ltd. | 7,722 | $523.2K | 0.02% | −1,668−17.8% | Reduced |
| Arete Wealth Advisors, LLC | 7,740 | $524.0K | 0.04% | +1,839+31.2% | Added |
| Quotient Wealth Partners, LLC | 7,764 | $526.0K | 0.02% | +7,764 | New |
| Capstone Investment Advisors, LLC | 7,800 | $528.5K | 0.00% | −138,683−94.7% | Reduced |
| Convergence Investment Partners, LLC | 7,809 | $529.0K | 0.15% | −641−7.6% | Reduced |
| R Squared Ltd | 7,820 | $529.8K | 0.57% | +3,680+88.9% | Added |
| Wealth Alliance | 7,822 | $529.9K | 0.06% | +1,746+28.7% | Added |
| Bartlett & Co. Wealth Management LLC | 7,865 | $532.8K | 0.01% | −18,785−70.5% | Reduced |
| Verdence Capital Advisors LLC | 7,890 | $534.5K | 0.04% | +89+1.1% | Added |
| North Forty Two & Co. | 7,893 | $534.8K | 0.59% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,913 | $536.1K | 0.01% | −1,215−13.3% | Reduced |
| Koss-Olinger Consulting, LLC | 7,968 | $540.0K | 0.05% | −20,751−72.3% | Reduced |
| RFG Advisory, LLC | 7,984 | $540.9K | 0.01% | −273−3.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,988 | $541.2K | 0.11% | +11+0.1% | Added |
| Hall Laurie J Trustee | 8,000 | $542.0K | 0.19% | −3,513−30.5% | Reduced |
| Simon Quick Advisors, LLC | 8,014 | $542.9K | 0.03% | +8,014 | New |
| Belpointe Asset Management LLC | 8,024 | $543.6K | 0.03% | −1,477−15.5% | Reduced |
| Virtue Capital Management, LLC | 8,043 | $546.3K | 0.06% | +8,043 | New |
| Waterloo Capital, L.P. | 8,074 | $547.0K | 0.05% | −769−8.7% | Reduced |
| Crews Bank & Trust | 8,111 | $549.5K | 0.09% | −108−1.3% | Reduced |
| Carolinas Wealth Consulting LLC | 8,122 | $550.3K | 0.12% | −400−4.7% | Reduced |
| Affinity Investment Advisors, LLC | 8,132 | $550.9K | 0.45% | −3,722−31.4% | Reduced |
| SeaCrest Wealth Management, LLC | 8,136 | $551.2K | 0.06% | +344+4.4% | Added |
| Investment House LLC | 8,215 | $556.6K | 0.03% | −5,525−40.2% | Reduced |
| Persium Advisors, LLC | 8,225 | $557.2K | 0.53% | +1,035+14.4% | Added |
| Claro Advisors LLC | 8,234 | $557.8K | 0.07% | +3,383+69.7% | Added |
| Foundations Investment Advisors, LLC | 8,237 | $558.0K | 0.01% | +279+3.5% | Added |
| Conning Inc. | 8,254 | $559.2K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,257 | $559.4K | 0.01% | +2,943+55.4% | Added |
| Diversify Advisory Services, LLC | 8,634 | $561.5K | 0.04% | −640−6.9% | Reduced |
| Beaton Management Co. Inc. | 8,297 | $562.0K | 0.29% | −614−6.9% | Reduced |
| Washington Trust Co | 8,332 | $564.5K | 0.02% | −460−5.2% | Reduced |
| Garrison Point Advisors, LLC | 8,350 | $565.7K | 0.27% | +50+0.6% | Added |
| Lion Street Advisors, LLC | 8,359 | $566.3K | 0.18% | −10−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,381 | $567.8K | 0.07% | −325−3.7% | Reduced |
| Webster Bank, N. A. | 8,382 | $567.9K | 0.06% | −4,808−36.5% | Reduced |
| Pitcairn Co | 8,403 | $569.3K | 0.03% | +1,072+14.6% | Added |
| Strategic Investment Advisors | 8,466 | $573.6K | 0.06% | +194+2.3% | Added |
| Mayflower Financial Advisors, LLC | 8,507 | $576.3K | 0.09% | −975−10.3% | Reduced |
| Moneta Group Investment Advisors LLC | 8,524 | $577.5K | 0.01% | −2,533−22.9% | Reduced |
| Forza Wealth Management, LLC | 8,524 | $577.5K | 0.26% | +215+2.6% | Added |
| Busey Wealth Management | 8,542 | $578.7K | 0.02% | −724−7.8% | Reduced |
| Intrua Financial, LLC | 8,573 | $580.8K | 0.09% | −1,586−15.6% | Reduced |
| PSI Advisors, LLC | 8,589 | $581.9K | 0.19% | −3,553−29.3% | Reduced |
| Hancock Whitney Corp | 8,609 | $583.3K | 0.02% | −314−3.5% | Reduced |
| Groupama Asset Managment | 8,722 | $585.6K | 0.01% | −50,975−85.4% | Reduced |
| Boltwood Capital Management | 8,670 | $587.4K | 0.18% | −530−5.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,973 | $588.4K | 0.01% | −750−7.7% | Reduced |
| Lindbrook Capital, LLC | 8,688 | $588.6K | 0.05% | +1,916+28.3% | Added |
| LGT Group Foundation | 8,695 | $589.1K | 0.01% | −35,227−80.2% | Reduced |
| Naples Global Advisors, LLC | 8,719 | $590.7K | 0.06% | −4,173−32.4% | Reduced |
| Smith, Salley & Associates | 8,727 | $591.3K | 0.04% | −8,127−48.2% | Reduced |
| Qsemble Capital Management, LP | 8,787 | $595.3K | 0.06% | −56,787−86.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,837 | $598.7K | 0.18% | −124−1.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 8,853 | $599.8K | 0.11% | 00.0% | Unchanged |
| Somerville Kurt F | 8,868 | $600.8K | 0.10% | −2,820−24.1% | Reduced |
| Spinnaker Trust | 8,917 | $604.1K | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 8,931 | $605.1K | 0.06% | +802+9.9% | Added |
| Flputnam Investment Management Co | 9,004 | $610.0K | 0.01% | −4,735−34.5% | Reduced |
| Grimes & Company, Inc. | 9,018 | $611.0K | 0.02% | −1,023−10.2% | Reduced |
| Adirondack Trust Co | 9,041 | $612.5K | 0.24% | −737−7.5% | Reduced |
| Cove Private Wealth, LLC | 9,104 | $616.8K | 0.32% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 9,105 | $616.9K | 0.03% | −9−0.1% | Reduced |
| GFS Advisors, LLC | 9,115 | $618.0K | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,124 | $618.2K | 0.02% | +1,494+19.6% | Added |
| SPC Financial, Inc. | 9,125 | $618.2K | 0.05% | +900+10.9% | Added |
| Napatree Capital LLC | 9,179 | $621.9K | 0.35% | −762−7.7% | Reduced |
| Confluence Wealth Services, Inc. | 9,541 | $625.6K | 0.04% | +5,423+131.7% | Added |
| First National Bank & Trust Co of Newtown | 9,297 | $629.9K | 0.13% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 9,359 | $634.0K | 0.17% | −358−3.7% | Reduced |
| Family Legacy, Inc. | 9,375 | $635.1K | 0.22% | −55−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,381 | $635.6K | 0.02% | +1,615+20.8% | Added |
| St. Johns Investment Management Company, LLC | 9,400 | $636.9K | 0.31% | −3,330−26.2% | Reduced |
| First Horizon Advisors, Inc. | 9,415 | $637.9K | 0.02% | +2,513+36.4% | Added |
| FineMark National Bank & Trust | 9,419 | $638.1K | 0.02% | −454−4.6% | Reduced |
| Nicolet Bankshares Inc | 9,422 | $638.3K | 0.13% | −2,167−18.7% | Reduced |
| Sava Infond d.o.o. | 9,450 | $640.2K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 9,560 | $647.7K | 0.06% | +2,339+32.4% | Added |
| MTM Investment Management, LLC | 9,541 | $648.6K | 0.25% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 9,771 | $656.0K | 0.01% | +1,191+13.9% | Added |
| Visionary Wealth Advisors | 9,695 | $656.8K | 0.04% | +145+1.5% | Added |
| Investors Asset Management of Georgia Inc | 9,715 | $658.2K | 0.33% | −190−1.9% | Reduced |
| Midland Wealth Advisors LLC | 9,783 | $662.8K | 0.04% | −2,532−20.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,808 | $664.6K | 0.16% | +100+1.0% | Added |
| NCM Capital Management, LLC | 9,825 | $665.6K | 0.30% | −1,400−12.5% | Reduced |
| Triangle Securities Wealth Management | 9,863 | $668.2K | 0.17% | −197−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,882 | $669.5K | 0.04% | 00.0% | Unchanged |