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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 8,542 | $578.7K | 0.02% | −724−7.8% | Reduced |
| Forza Wealth Management, LLC | 8,524 | $577.5K | 0.26% | +215+2.6% | Added |
| Moneta Group Investment Advisors LLC | 8,524 | $577.5K | 0.01% | −2,533−22.9% | Reduced |
| Mayflower Financial Advisors, LLC | 8,507 | $576.3K | 0.09% | −975−10.3% | Reduced |
| Strategic Investment Advisors | 8,466 | $573.6K | 0.06% | +194+2.3% | Added |
| Pitcairn Co | 8,403 | $569.3K | 0.03% | +1,072+14.6% | Added |
| Webster Bank, N. A. | 8,382 | $567.9K | 0.06% | −4,808−36.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,381 | $567.8K | 0.07% | −325−3.7% | Reduced |
| Lion Street Advisors, LLC | 8,359 | $566.3K | 0.18% | −10−0.1% | Reduced |
| Garrison Point Advisors, LLC | 8,350 | $565.7K | 0.27% | +50+0.6% | Added |
| Washington Trust Co | 8,332 | $564.5K | 0.02% | −460−5.2% | Reduced |
| Beaton Management Co. Inc. | 8,297 | $562.0K | 0.29% | −614−6.9% | Reduced |
| Diversify Advisory Services, LLC | 8,634 | $561.5K | 0.04% | −640−6.9% | Reduced |
| Ballentine Partners, LLC | 8,257 | $559.4K | 0.01% | +2,943+55.4% | Added |
| Conning Inc. | 8,254 | $559.2K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 8,237 | $558.0K | 0.01% | +279+3.5% | Added |
| Claro Advisors LLC | 8,234 | $557.8K | 0.07% | +3,383+69.7% | Added |
| Persium Advisors, LLC | 8,225 | $557.2K | 0.53% | +1,035+14.4% | Added |
| Investment House LLC | 8,215 | $556.6K | 0.03% | −5,525−40.2% | Reduced |
| SeaCrest Wealth Management, LLC | 8,136 | $551.2K | 0.06% | +344+4.4% | Added |
| Affinity Investment Advisors, LLC | 8,132 | $550.9K | 0.45% | −3,722−31.4% | Reduced |
| Carolinas Wealth Consulting LLC | 8,122 | $550.3K | 0.12% | −400−4.7% | Reduced |
| Crews Bank & Trust | 8,111 | $549.5K | 0.09% | −108−1.3% | Reduced |
| Waterloo Capital, L.P. | 8,074 | $547.0K | 0.05% | −769−8.7% | Reduced |
| Virtue Capital Management, LLC | 8,043 | $546.3K | 0.06% | +8,043 | New |
| Belpointe Asset Management LLC | 8,024 | $543.6K | 0.03% | −1,477−15.5% | Reduced |
| Simon Quick Advisors, LLC | 8,014 | $542.9K | 0.03% | +8,014 | New |
| Hall Laurie J Trustee | 8,000 | $542.0K | 0.19% | −3,513−30.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,988 | $541.2K | 0.11% | +11+0.1% | Added |
| RFG Advisory, LLC | 7,984 | $540.9K | 0.01% | −273−3.3% | Reduced |
| Koss-Olinger Consulting, LLC | 7,968 | $540.0K | 0.05% | −20,751−72.3% | Reduced |
| Ancora Advisors, LLC | 7,913 | $536.1K | 0.01% | −1,215−13.3% | Reduced |
| North Forty Two & Co. | 7,893 | $534.8K | 0.59% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,890 | $534.5K | 0.04% | +89+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 7,865 | $532.8K | 0.01% | −18,785−70.5% | Reduced |
| Wealth Alliance | 7,822 | $529.9K | 0.06% | +1,746+28.7% | Added |
| R Squared Ltd | 7,820 | $529.8K | 0.57% | +3,680+88.9% | Added |
| Convergence Investment Partners, LLC | 7,809 | $529.0K | 0.15% | −641−7.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,800 | $528.5K | 0.00% | −138,683−94.7% | Reduced |
| Quotient Wealth Partners, LLC | 7,764 | $526.0K | 0.02% | +7,764 | New |
| Arete Wealth Advisors, LLC | 7,740 | $524.0K | 0.04% | +1,839+31.2% | Added |
| E Fund Management Co., Ltd. | 7,722 | $523.2K | 0.02% | −1,668−17.8% | Reduced |
| Independence Bank of Kentucky | 7,674 | $519.9K | 0.08% | −453−5.6% | Reduced |
| Legacy Advisors, LLC | 7,608 | $515.4K | 0.05% | +1,124+17.3% | Added |
| Camelot Portfolios, LLC | 7,598 | $514.8K | 0.32% | −1,343−15.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,590 | $514.2K | 0.07% | −807−9.6% | Reduced |
| American State Bank (Iowa) | 7,550 | $511.5K | 0.31% | +1,489+24.6% | Added |
| Westbourne Investments, Inc. | 7,500 | $508.1K | 0.31% | +7,500 | New |
| Wealth Advisory Solutions, LLC | 7,451 | $504.8K | 0.13% | +7,451 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,437 | $504.0K | 0.18% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,378 | $499.9K | 0.03% | +715+10.7% | Added |
| Hexagon Capital Partners LLC | 7,353 | $498.2K | 0.09% | +674+10.1% | Added |
| Ascent Group, LLC | 7,339 | $497.2K | 0.02% | +7,339 | New |
| Leavell Investment Management, Inc. | 7,327 | $496.4K | 0.02% | −373−4.8% | Reduced |
| Sage Mountain Advisors LLC | 7,248 | $491.0K | 0.04% | +7,248 | New |
| Optimize Financial Inc | 7,246 | $490.9K | 0.18% | −912−11.2% | Reduced |
| Sonora Investment Management Group, LLC | 7,234 | $490.1K | 0.04% | +1,950+36.9% | Added |
| Checchi Capital Advisers, LLC | 7,217 | $489.0K | 0.03% | +1,296+21.9% | Added |
| Icon Wealth Advisors, LLC | 7,192 | $487.3K | 0.04% | +174+2.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,153 | $484.6K | 0.17% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 7,150 | $484.4K | 0.36% | −400−5.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,096 | $480.8K | 0.22% | +96+1.4% | Added |
| M.E. Allison & Co., Inc. | 7,023 | $475.8K | 0.47% | +850+13.8% | Added |
| Sunbelt Securities, Inc. | 7,011 | $475.0K | 0.04% | −415−5.6% | Reduced |
| NBC Securities, Inc. | 7,008 | $474.0K | 0.04% | +7,001+100,014.3% | Added |
| YHB Investment Advisors, Inc. | 6,960 | $471.6K | 0.04% | −5,385−43.6% | Reduced |
| Tyler-Stone Wealth Management | 6,917 | $468.6K | 0.08% | −2,757−28.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,903 | $467.7K | 0.08% | −2,600−27.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,302 | $465.4K | 0.02% | −158−2.1% | Reduced |
| Matrix Private Capital Group LLC | 6,868 | $465.3K | 0.28% | −354−4.9% | Reduced |
| Prasad Wealth Partners, LLC | 6,862 | $464.9K | 0.15% | +48+0.7% | Added |
| Private Wealth Asset Management, LLC | 6,858 | $464.6K | 0.07% | +6,858 | New |
| Atalanta Sosnoff Capital, LLC | 6,842 | $463.5K | 0.01% | +6,842 | New |
| Financial Engines Advisors L.L.C. | 6,833 | $463.0K | 0.00% | −1,331−16.3% | Reduced |
| Change Path, LLC | 6,778 | $459.2K | 0.01% | +320+5.0% | Added |
| Fayez Sarofim & Co | 6,773 | $458.9K | 0.00% | −1,500−18.1% | Reduced |
| Williams Financial, LLC | 6,756 | $457.7K | 0.32% | +94+1.4% | Added |
| Catalytic Wealth RIA, LLC | 6,741 | $456.7K | 0.08% | +152+2.3% | Added |
| First Nebraska Trust Co | 6,736 | $456.4K | 0.05% | −50−0.7% | Reduced |
| Childress Capital Advisors, LLC | 6,731 | $456.0K | 0.13% | +6,731 | New |
| Morningstar Investment Services LLC | 6,720 | $455.0K | 0.08% | −5,840−46.5% | Reduced |
| Alta Advisers Ltd | 6,712 | $454.7K | 0.19% | +6,712 | New |
| Columbia Asset Management | 6,598 | $447.0K | 0.09% | −1,100−14.3% | Reduced |
| Leigh Baldwin & Co., LLC | 6,548 | $443.6K | 0.36% | +308+4.9% | Added |
| Severin Investments, LLC | 6,516 | $441.4K | 0.44% | +290+4.7% | Added |
| Regal Investment Advisors LLC | 6,505 | $440.7K | 0.04% | −319−4.7% | Reduced |
| Integrated Quantitative Investments LLC | 6,500 | $440.4K | 0.22% | −3,000−31.6% | Reduced |
| Empower Advisory Group, LLC | 6,490 | $439.7K | 0.00% | −13,026−66.7% | Reduced |
| Athena Investment Management | 6,489 | $439.6K | 0.27% | +296+4.8% | Added |
| Worth Financial Advisory Group, LLC | 6,468 | $438.2K | 0.28% | +240+3.9% | Added |
| Symmetry Partners, LLC | 6,436 | $436.0K | 0.06% | −42−0.6% | Reduced |
| Grandview Asset Management LLC | 6,400 | $434.0K | 0.16% | −535−7.7% | Reduced |
| HF Advisory Group, LLC | 6,386 | $432.6K | 0.19% | −221−3.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,363 | $431.1K | 0.12% | −25−0.4% | Reduced |
| Cozad Asset Management Inc | 6,330 | $428.9K | 0.04% | −202−3.1% | Reduced |
| Beacon Financial Group | 6,278 | $425.3K | 0.05% | −6,026−49.0% | Reduced |
| Crescent Grove Advisors, LLC | 6,276 | $425.2K | 0.04% | +315+5.3% | Added |
| City Center Advisors, LLC | 6,274 | $425.1K | 0.50% | −1,594−20.3% | Reduced |
| Zions Bancorporation, National Association | 6,257 | $423.9K | 0.03% | +6,257 | New |
| Octavia Wealth Advisors, LLC | 6,199 | $420.0K | 0.05% | −443−6.7% | Reduced |