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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 9,919 | $672.0K | 0.01% | −1,159−10.5% | Reduced |
| Transatlantique Private Wealth LLC | 9,924 | $672.4K | 0.27% | −1,549−13.5% | Reduced |
| MONECO Advisors, LLC | 9,968 | $675.3K | 0.07% | −9,099−47.7% | Reduced |
| Wealthcare Advisory Partners LLC | 9,984 | $676.4K | 0.02% | −36−0.4% | Reduced |
| Graypoint LLC | 9,998 | $677.4K | 0.04% | +4,811+92.8% | Added |
| Venture Visionary Partners LLC | 10,013 | $678.4K | 0.03% | −154−1.5% | Reduced |
| Pathway Financial Advisers, LLC | 10,015 | $678.5K | 0.23% | −13,541−57.5% | Reduced |
| Silverlake Wealth Management LLC | 10,087 | $683.4K | 0.26% | −731−6.8% | Reduced |
| Ronald Blue Trust, Inc. | 10,121 | $685.7K | 0.01% | +1,834+22.1% | Added |
| BCU Wealth Advisors, LLC | 10,145 | $687.3K | 0.36% | −438−4.1% | Reduced |
| Albert D Mason Inc | 10,160 | $688.3K | 0.47% | +725+7.7% | Added |
| Texas Bank & Trust Co | 10,196 | $690.8K | 0.29% | +10,196 | New |
| Axxcess Wealth Management, LLC | 10,256 | $694.8K | 0.02% | +10,256 | New |
| M Holdings Securities, Inc. | 10,280 | $697.0K | 0.12% | −611−5.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,316 | $698.0K | 0.20% | +2,251+27.9% | Added |
| WealthTrust Axiom LLC | 10,316 | $698.9K | 0.21% | +901+9.6% | Added |
| Mma Asset Management LLC | 10,319 | $699.1K | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,325 | $699.5K | 0.02% | +2,663+34.8% | Added |
| Michels Family Financial, LLC | 10,333 | $700.0K | 0.63% | +222+2.2% | Added |
| Sierra Capital LLC | 10,378 | $703.0K | 0.08% | −661−6.0% | Reduced |
| Dimension Capital Management LLC | 10,391 | $704.0K | 0.12% | +2,767+36.3% | Added |
| Summit Financial Wealth Advisors, LLC | 10,403 | $704.8K | 0.14% | 00.0% | Unchanged |
| JB Capital LLC | 10,413 | $705.5K | 0.04% | +67+0.6% | Added |
| MeadowBrook Investment Advisors LLC | 10,434 | $706.9K | 0.66% | −380−3.5% | Reduced |
| Anchor Investment Management, LLC | 10,457 | $708.5K | 0.07% | −1,446−12.1% | Reduced |
| Miracle Mile Advisors, LLC | 10,474 | $709.6K | 0.01% | +1,543+17.3% | Added |
| Bristlecone Advisors, LLC | 10,488 | $710.6K | 0.06% | −300−2.8% | Reduced |
| Founders Financial Alliance, LLC | 10,540 | $714.1K | 0.17% | +349+3.4% | Added |
| Perfromance Wealth Partners, LLC | 10,618 | $719.4K | 0.03% | +28+0.3% | Added |
| Aurdan Capital Management, LLC | 10,640 | $720.9K | 0.27% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10,643 | $721.1K | 0.40% | −90−0.8% | Reduced |
| Kovack Advisors, Inc. | 10,671 | $723.0K | 0.08% | −269−2.5% | Reduced |
| Auto-Owners Insurance Co | 3,900 | $731.6K | 0.02% | −1,757−31.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,858 | $735.9K | 0.12% | +1,757+19.3% | Added |
| Aaron Wealth Advisors | 10,900 | $738.5K | 0.08% | +2,078+23.6% | Added |
| Meridian Wealth Management, LLC | 10,915 | $739.5K | 0.04% | −775−6.6% | Reduced |
| Chicago Trust Co NA | 10,960 | $742.5K | 0.13% | −591−5.1% | Reduced |
| Ritholtz Wealth Management | 11,009 | $745.8K | 0.02% | +11,009 | New |
| Focus Financial Network, Inc. | 11,081 | $750.7K | 0.03% | +117+1.1% | Added |
| 1st Source Bank | 11,089 | $751.3K | 0.04% | −1,247−10.1% | Reduced |
| Eads & Heald Wealth Management | 11,112 | $753.0K | 0.38% | −139−1.2% | Reduced |
| Mendel Money Management | 11,117 | $753.2K | 0.36% | −945−7.8% | Reduced |
| Personal Cfo Solutions, LLC | 11,136 | $754.5K | 0.15% | +1,116+11.1% | Added |
| Broadwater Capital Management LLC | 11,210 | $759.5K | 0.59% | 00.0% | Unchanged |
| Narwhal Capital Management | 11,269 | $763.5K | 0.07% | −240−2.1% | Reduced |
| Eastern Bank | 11,316 | $766.6K | 0.02% | −9,594−45.9% | Reduced |
| Marcum Wealth, LLC | 11,354 | $769.2K | 0.07% | +2,631+30.2% | Added |
| Gladstone Institutional Advisory LLC | 11,382 | $771.1K | 0.04% | −1,443−11.3% | Reduced |
| Brevan Howard Capital Management LP | 11,382 | $771.1K | 0.02% | −13,879−54.9% | Reduced |
| Meridian Investment Counsel Inc. | 11,384 | $771.3K | 0.23% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 11,396 | $772.1K | 0.60% | +40+0.4% | Added |
| Wedmont Private Capital | 11,110 | $772.2K | 0.04% | +1,707+18.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $779.1K | 0.07% | 00.0% | Unchanged |
| Twin Capital Management Inc | 11,516 | $780.2K | 0.09% | −128−1.1% | Reduced |
| Cetera Trust Company, N.A | 11,543 | $782.0K | 0.50% | +3,625+45.8% | Added |
| IHT Wealth Management, LLC | 11,546 | $782.2K | 0.02% | −1,199−9.4% | Reduced |
| Curat Global, LLC | 11,560 | $783.2K | 0.95% | +11,560 | New |
| TriaGen Wealth Management LLC | 11,626 | $787.7K | 0.28% | +11,626 | New |
| Humankind Investments LLC | 11,627 | $787.7K | 0.20% | −2,028−14.9% | Reduced |
| First Citizens Bank & Trust Co | 11,633 | $788.1K | 0.02% | −2,076−15.1% | Reduced |
| Montag A & Associates Inc | 11,640 | $788.6K | 0.04% | 00.0% | Unchanged |
| Northstar Group, Inc. | 11,676 | $791.1K | 0.13% | −533−4.4% | Reduced |
| OneAscent Financial Services LLC | 11,688 | $792.0K | 0.05% | +5,661+93.9% | Added |
| Herold Advisors, Inc. | 11,690 | $792.2K | 0.17% | −687−5.6% | Reduced |
| Cohen Klingenstein LLC | 11,700 | $792.7K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 11,787 | $798.6K | 0.08% | +101+0.9% | Added |
| Novem Group | 11,788 | $798.6K | 0.11% | −734−5.9% | Reduced |
| Syon Capital LLC | 11,810 | $800.2K | 0.07% | +4,284+56.9% | Added |
| Smith, Moore & Co. | 11,848 | $802.7K | 0.07% | −498−4.0% | Reduced |
| Addison Capital Co | 11,951 | $809.7K | 0.32% | −2,548−17.6% | Reduced |
| MMBG Investment Advisors Co. | 11,955 | $810.0K | 0.09% | −2,745−18.7% | Reduced |
| Bryce Point Capital, LLC | 12,460 | $810.0K | 0.61% | +12,460 | New |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $813.0K | 0.26% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 12,000 | $813.0K | 2.74% | +12,000 | New |
| Beacon Investment Advisors LLC | 12,008 | $813.6K | 0.38% | +8+0.1% | Added |
| Ameritas Investment Partners, Inc. | 12,015 | $814.0K | 0.03% | −249−2.0% | Reduced |
| Kestra Investment Management, LLC | 12,023 | $814.6K | 0.03% | +5,217+76.7% | Added |
| Pettee Investors, Inc. | 12,025 | $814.7K | 0.49% | −850−6.6% | Reduced |
| TCG Advisory Services, LLC | 12,052 | $816.5K | 0.03% | −2,188−15.4% | Reduced |
| Pacific Global Investment Management CO | 12,055 | $816.7K | 1.16% | +62+0.5% | Added |
| Hartford Financial Management Inc. | 12,169 | $824.4K | 0.17% | −20,648−62.9% | Reduced |
| Heritage Investors Management Corp | 12,272 | $831.0K | 0.03% | −1,890−13.3% | Reduced |
| Cary Street Partners Financial LLC | 12,266 | $831.0K | 0.03% | −2,148−14.9% | Reduced |
| Copperwynd Financial, LLC | 12,371 | $838.1K | 0.23% | +7,734+166.8% | Added |
| Waters Parkerson & Co., LLC | 12,412 | $840.9K | 0.04% | −329−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 12,422 | $841.6K | 0.01% | +412+3.4% | Added |
| SNS Financial Group, LLC | 12,477 | $845.3K | 0.09% | +305+2.5% | Added |
| Central Trust Co | 12,539 | $849.5K | 0.02% | −984−7.3% | Reduced |
| David Loasby | 12,341 | $851.2K | 0.08% | +4,768+63.0% | Added |
| Fifth Third Wealth Advisors LLC | 12,578 | $852.2K | 0.04% | +1,509+13.6% | Added |
| Proffitt & Goodson Inc | 12,628 | $855.5K | 0.14% | +1,307+11.5% | Added |
| Longfellow Investment Management Co LLC | 12,650 | $857.0K | 0.21% | −2,424−16.1% | Reduced |
| Cigna Investments Inc | 12,738 | $863.0K | 0.16% | −177−1.4% | Reduced |
| Sagespring Wealth Partners, LLC | 12,741 | $863.2K | 0.02% | +5,980+88.4% | Added |
| Diversify Wealth Management, LLC | 13,274 | $863.2K | 0.06% | −2,907−18.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,755 | $864.2K | 0.03% | +147+1.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 12,778 | $865.7K | 0.02% | +13+0.1% | Added |
| Integrity Alliance, LLC. | 12,793 | $866.7K | 0.03% | +12,793 | New |
| ProVise Management Group, LLC | 12,850 | $870.6K | 0.07% | −4,824−27.3% | Reduced |
| Paradigm Asset Management Co LLC | 12,900 | $874.0K | 0.23% | 00.0% | Unchanged |