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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 11,543 | $782.0K | 0.50% | +3,625+45.8% | Added |
| Twin Capital Management Inc | 11,516 | $780.2K | 0.09% | −128−1.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $779.1K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,110 | $772.2K | 0.04% | +1,707+18.2% | Added |
| Widmann Financial Services, Inc. | 11,396 | $772.1K | 0.60% | +40+0.4% | Added |
| Meridian Investment Counsel Inc. | 11,384 | $771.3K | 0.23% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,382 | $771.1K | 0.02% | −13,879−54.9% | Reduced |
| Gladstone Institutional Advisory LLC | 11,382 | $771.1K | 0.04% | −1,443−11.3% | Reduced |
| Marcum Wealth, LLC | 11,354 | $769.2K | 0.07% | +2,631+30.2% | Added |
| Eastern Bank | 11,316 | $766.6K | 0.02% | −9,594−45.9% | Reduced |
| Narwhal Capital Management | 11,269 | $763.5K | 0.07% | −240−2.1% | Reduced |
| Broadwater Capital Management LLC | 11,210 | $759.5K | 0.59% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 11,136 | $754.5K | 0.15% | +1,116+11.1% | Added |
| Mendel Money Management | 11,117 | $753.2K | 0.36% | −945−7.8% | Reduced |
| Eads & Heald Wealth Management | 11,112 | $753.0K | 0.38% | −139−1.2% | Reduced |
| 1st Source Bank | 11,089 | $751.3K | 0.04% | −1,247−10.1% | Reduced |
| Focus Financial Network, Inc. | 11,081 | $750.7K | 0.03% | +117+1.1% | Added |
| Ritholtz Wealth Management | 11,009 | $745.8K | 0.02% | +11,009 | New |
| Chicago Trust Co NA | 10,960 | $742.5K | 0.13% | −591−5.1% | Reduced |
| Meridian Wealth Management, LLC | 10,915 | $739.5K | 0.04% | −775−6.6% | Reduced |
| Aaron Wealth Advisors | 10,900 | $738.5K | 0.08% | +2,078+23.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,858 | $735.9K | 0.12% | +1,757+19.3% | Added |
| Auto-Owners Insurance Co | 3,900 | $731.6K | 0.02% | −1,757−31.1% | Reduced |
| Kovack Advisors, Inc. | 10,671 | $723.0K | 0.08% | −269−2.5% | Reduced |
| Pflug Koory, LLC | 10,643 | $721.1K | 0.40% | −90−0.8% | Reduced |
| Aurdan Capital Management, LLC | 10,640 | $720.9K | 0.27% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 10,618 | $719.4K | 0.03% | +28+0.3% | Added |
| Founders Financial Alliance, LLC | 10,540 | $714.1K | 0.17% | +349+3.4% | Added |
| Bristlecone Advisors, LLC | 10,488 | $710.6K | 0.06% | −300−2.8% | Reduced |
| Miracle Mile Advisors, LLC | 10,474 | $709.6K | 0.01% | +1,543+17.3% | Added |
| Anchor Investment Management, LLC | 10,457 | $708.5K | 0.07% | −1,446−12.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,434 | $706.9K | 0.66% | −380−3.5% | Reduced |
| JB Capital LLC | 10,413 | $705.5K | 0.04% | +67+0.6% | Added |
| Summit Financial Wealth Advisors, LLC | 10,403 | $704.8K | 0.14% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 10,391 | $704.0K | 0.12% | +2,767+36.3% | Added |
| Sierra Capital LLC | 10,378 | $703.0K | 0.08% | −661−6.0% | Reduced |
| Michels Family Financial, LLC | 10,333 | $700.0K | 0.63% | +222+2.2% | Added |
| Parallel Advisors, LLC | 10,325 | $699.5K | 0.02% | +2,663+34.8% | Added |
| Mma Asset Management LLC | 10,319 | $699.1K | 0.29% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,316 | $698.9K | 0.21% | +901+9.6% | Added |
| Lester Murray Antman dba SimplyRich | 10,316 | $698.0K | 0.20% | +2,251+27.9% | Added |
| M Holdings Securities, Inc. | 10,280 | $697.0K | 0.12% | −611−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 10,256 | $694.8K | 0.02% | +10,256 | New |
| Texas Bank & Trust Co | 10,196 | $690.8K | 0.29% | +10,196 | New |
| Albert D Mason Inc | 10,160 | $688.3K | 0.47% | +725+7.7% | Added |
| BCU Wealth Advisors, LLC | 10,145 | $687.3K | 0.36% | −438−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 10,121 | $685.7K | 0.01% | +1,834+22.1% | Added |
| Silverlake Wealth Management LLC | 10,087 | $683.4K | 0.26% | −731−6.8% | Reduced |
| Pathway Financial Advisers, LLC | 10,015 | $678.5K | 0.23% | −13,541−57.5% | Reduced |
| Venture Visionary Partners LLC | 10,013 | $678.4K | 0.03% | −154−1.5% | Reduced |
| Graypoint LLC | 9,998 | $677.4K | 0.04% | +4,811+92.8% | Added |
| Wealthcare Advisory Partners LLC | 9,984 | $676.4K | 0.02% | −36−0.4% | Reduced |
| MONECO Advisors, LLC | 9,968 | $675.3K | 0.07% | −9,099−47.7% | Reduced |
| Transatlantique Private Wealth LLC | 9,924 | $672.4K | 0.27% | −1,549−13.5% | Reduced |
| Everett Harris & Co | 9,919 | $672.0K | 0.01% | −1,159−10.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,882 | $669.5K | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 9,863 | $668.2K | 0.17% | −197−2.0% | Reduced |
| NCM Capital Management, LLC | 9,825 | $665.6K | 0.30% | −1,400−12.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,808 | $664.6K | 0.16% | +100+1.0% | Added |
| Midland Wealth Advisors LLC | 9,783 | $662.8K | 0.04% | −2,532−20.6% | Reduced |
| Investors Asset Management of Georgia Inc | 9,715 | $658.2K | 0.33% | −190−1.9% | Reduced |
| Visionary Wealth Advisors | 9,695 | $656.8K | 0.04% | +145+1.5% | Added |
| Raiffeisen Bank International AG | 9,771 | $656.0K | 0.01% | +1,191+13.9% | Added |
| MTM Investment Management, LLC | 9,541 | $648.6K | 0.25% | 00.0% | Unchanged |
| Intrust Bank NA | 9,560 | $647.7K | 0.06% | +2,339+32.4% | Added |
| Sava Infond d.o.o. | 9,450 | $640.2K | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 9,422 | $638.3K | 0.13% | −2,167−18.7% | Reduced |
| FineMark National Bank & Trust | 9,419 | $638.1K | 0.02% | −454−4.6% | Reduced |
| First Horizon Advisors, Inc. | 9,415 | $637.9K | 0.02% | +2,513+36.4% | Added |
| St. Johns Investment Management Company, LLC | 9,400 | $636.9K | 0.31% | −3,330−26.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,381 | $635.6K | 0.02% | +1,615+20.8% | Added |
| Family Legacy, Inc. | 9,375 | $635.1K | 0.22% | −55−0.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,359 | $634.0K | 0.17% | −358−3.7% | Reduced |
| First National Bank & Trust Co of Newtown | 9,297 | $629.9K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,541 | $625.6K | 0.04% | +5,423+131.7% | Added |
| Napatree Capital LLC | 9,179 | $621.9K | 0.35% | −762−7.7% | Reduced |
| SPC Financial, Inc. | 9,125 | $618.2K | 0.05% | +900+10.9% | Added |
| Brighton Jones LLC | 9,124 | $618.2K | 0.02% | +1,494+19.6% | Added |
| GFS Advisors, LLC | 9,115 | $618.0K | 0.12% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 9,105 | $616.9K | 0.03% | −9−0.1% | Reduced |
| Cove Private Wealth, LLC | 9,104 | $616.8K | 0.32% | 00.0% | Unchanged |
| Adirondack Trust Co | 9,041 | $612.5K | 0.24% | −737−7.5% | Reduced |
| Grimes & Company, Inc. | 9,018 | $611.0K | 0.02% | −1,023−10.2% | Reduced |
| Flputnam Investment Management Co | 9,004 | $610.0K | 0.01% | −4,735−34.5% | Reduced |
| United Asset Strategies, Inc. | 8,931 | $605.1K | 0.06% | +802+9.9% | Added |
| Spinnaker Trust | 8,917 | $604.1K | 0.04% | 00.0% | Unchanged |
| Somerville Kurt F | 8,868 | $600.8K | 0.10% | −2,820−24.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 8,853 | $599.8K | 0.11% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8,837 | $598.7K | 0.18% | −124−1.4% | Reduced |
| Qsemble Capital Management, LP | 8,787 | $595.3K | 0.06% | −56,787−86.6% | Reduced |
| Smith, Salley & Associates | 8,727 | $591.3K | 0.04% | −8,127−48.2% | Reduced |
| Naples Global Advisors, LLC | 8,719 | $590.7K | 0.06% | −4,173−32.4% | Reduced |
| LGT Group Foundation | 8,695 | $589.1K | 0.01% | −35,227−80.2% | Reduced |
| Lindbrook Capital, LLC | 8,688 | $588.6K | 0.05% | +1,916+28.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,973 | $588.4K | 0.01% | −750−7.7% | Reduced |
| Boltwood Capital Management | 8,670 | $587.4K | 0.18% | −530−5.8% | Reduced |
| Groupama Asset Managment | 8,722 | $585.6K | 0.01% | −50,975−85.4% | Reduced |
| Hancock Whitney Corp | 8,609 | $583.3K | 0.02% | −314−3.5% | Reduced |
| PSI Advisors, LLC | 8,589 | $581.9K | 0.19% | −3,553−29.3% | Reduced |
| Intrua Financial, LLC | 8,573 | $580.8K | 0.09% | −1,586−15.6% | Reduced |