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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 21,769 | $1.47M | 0.00% | −11,955−35.4% | Reduced |
| Bollard Group LLC | 21,734 | $1.47M | 0.04% | +252+1.2% | Added |
| William B. Walkup & Associates, Inc. | 21,162 | $1.43M | 0.87% | +458+2.2% | Added |
| Wellington Shields & Co., LLC | 21,120 | $1.43M | 0.45% | −1,627−7.2% | Reduced |
| Iowa State Bank | 21,084 | $1.43M | 0.30% | +2,761+15.1% | Added |
| Cresset Asset Management, LLC | 21,051 | $1.43M | 0.01% | −4,379−17.2% | Reduced |
| Beck Mack & Oliver LLC | 20,963 | $1.42M | 0.03% | +538+2.6% | Added |
| HM Payson & Co | 20,929 | $1.42M | 0.02% | −1,342−6.0% | Reduced |
| Essex Financial Services, Inc. | 20,705 | $1.40M | 0.10% | +166+0.8% | Added |
| Equitable Holdings, Inc. | 20,561 | $1.39M | 0.01% | −41,884−67.1% | Reduced |
| Investors Research Corp | 20,537 | $1.39M | 0.30% | +425+2.1% | Added |
| Rehmann Capital Advisory Group | 20,427 | $1.38M | 0.09% | +1,658+8.8% | Added |
| Versor Investments LP | 20,300 | $1.38M | 0.22% | +11,100+120.7% | Added |
| Meeder Advisory Services, Inc. | 20,207 | $1.37M | 0.08% | +3,761+22.9% | Added |
| Crestwood Advisors Group LLC | 20,033 | $1.36M | 0.03% | +653+3.4% | Added |
| Greenleaf Trust | 19,949 | $1.35M | 0.01% | +3,000+17.7% | Added |
| Signaturefd, LLC | 19,923 | $1.35M | 0.03% | +6,048+43.6% | Added |
| Evergreen Capital Management LLC | 19,885 | $1.35M | 0.05% | +7,579+61.6% | Added |
| Lynch & Associates | 19,882 | $1.35M | 0.29% | +75+0.4% | Added |
| Engineers Gate Manager LP | 19,861 | $1.35M | 0.02% | −714,218−97.3% | Reduced |
| Logan Capital Management Inc | 19,790 | $1.34M | 0.06% | +2,267+12.9% | Added |
| Kennondale Capital Management LLC | 19,787 | $1.34M | 1.46% | 00.0% | Unchanged |
| Glenview Trust Co | 19,785 | $1.34M | 0.03% | −11,000−35.7% | Reduced |
| Slagle Financial, LLC | 19,559 | $1.33M | 0.59% | +19,559 | New |
| Wynn Capital, LLC | 19,470 | $1.32M | 0.78% | +530+2.8% | Added |
| Rossmore Private Capital | 19,426 | $1.32M | 0.16% | −3,127−13.9% | Reduced |
| Transcend Wealth Collective, LLC | 19,382 | $1.31M | 0.09% | +5,428+38.9% | Added |
| PFG Investments, LLC | 19,333 | $1.31M | 0.08% | −8,186−29.7% | Reduced |
| Vident Advisory, LLC | 19,266 | $1.31M | 0.02% | −13,967−42.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 19,240 | $1.30M | 0.01% | +19,240 | New |
| LifePlan Financial, LLC | 18,994 | $1.29M | 1.12% | −2,069−9.8% | Reduced |
| Wedbush Securities Inc | 18,728 | $1.27M | 0.05% | +425+2.3% | Added |
| GAMMA Investing LLC | 18,669 | $1.26M | 0.09% | +12,415+198.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,605 | $1.26M | 0.04% | −1,601−7.9% | Reduced |
| TCW Group Inc | 18,603 | $1.26M | 0.01% | +1,002+5.7% | Added |
| Principal Securities, Inc. | 28,005 | $1.26M | 0.03% | +124+0.4% | Added |
| Stonegate Investment Group, LLC | 18,495 | $1.25M | 0.03% | +9,399+103.3% | Added |
| Delta Capital Management LLC | 18,445 | $1.25M | 0.73% | −100−0.5% | Reduced |
| Boyar Asset Management Inc. | 18,434 | $1.25M | 0.91% | −2,239−10.8% | Reduced |
| Courier Capital LLC | 18,374 | $1.24M | 0.08% | −3,461−15.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 18,309 | $1.24M | 0.08% | +1,567+9.4% | Added |
| Coldstream Capital Management Inc | 18,282 | $1.24M | 0.03% | +5,930+48.0% | Added |
| Prudential PLC | 18,165 | $1.23M | 0.01% | −33,509−64.8% | Reduced |
| IFG Advisory, LLC | 18,056 | $1.22M | 0.07% | +1,702+10.4% | Added |
| Pensionfund Sabic | 18,000 | $1.22M | 0.36% | −1,000−5.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $1.22M | 0.66% | +18,000 | New |
| BKD Wealth Advisors, LLC | 17,990 | $1.22M | 0.03% | −3,946−18.0% | Reduced |
| Beacon Pointe Advisors, LLC | 17,941 | $1.22M | 0.01% | −2,037−10.2% | Reduced |
| CSS LLC | 17,912 | $1.21M | 0.08% | −1,204−6.3% | Reduced |
| Westport Asset Management Inc | 17,772 | $1.20M | 0.58% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 17,639 | $1.20M | 0.24% | +17,639 | New |
| Prime Capital Investment Advisors, LLC | 17,636 | $1.19M | 0.01% | +1,207+7.3% | Added |
| Delta Financial Advisors LLC | 17,542 | $1.19M | 0.45% | −225−1.3% | Reduced |
| Sheets Smith Wealth Management | 17,423 | $1.18M | 0.15% | −2,186−11.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 17,266 | $1.17M | 0.97% | −273−1.6% | Reduced |
| Essex Savings Bank | 17,263 | $1.17M | 0.29% | +114+0.7% | Added |
| Profund Advisors LLC | 17,248 | $1.17M | 0.05% | −459−2.6% | Reduced |
| Greenfield Savings Bank | 17,233 | $1.17M | 0.57% | −2,624−13.2% | Reduced |
| Sumitomo Life Insurance Co | 17,114 | $1.16M | 0.04% | +174+1.0% | Added |
| Twin Lakes Capital Management, LLC | 17,105 | $1.16M | 0.78% | −118−0.7% | Reduced |
| V-Square Quantitative Management LLC | 17,080 | $1.16M | 0.17% | −1,267−6.9% | Reduced |
| Advisor Resource Council | 17,235 | $1.15M | 0.09% | +17,235 | New |
| Canada Post Corp Registered Pension Plan | 16,913 | $1.15M | 0.51% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 16,898 | $1.14M | 0.14% | +15,817+1,463.2% | Added |
| Curbstone Financial Management Corp | 16,728 | $1.13M | 0.24% | −1,718−9.3% | Reduced |
| CBOE Vest Financial, LLC | 16,707 | $1.13M | 0.02% | +7,077+73.5% | Added |
| Ingalls & Snyder LLC | 16,698 | $1.13M | 0.04% | −1,078−6.1% | Reduced |
| TSFG, LLC | 16,687 | $1.13M | 0.23% | −113−0.7% | Reduced |
| Bailard, Inc. | 16,674 | $1.13M | 0.03% | +2,875+20.8% | Added |
| Gibbs Wealth Management | 16,622 | $1.13M | 0.27% | +2,989+21.9% | Added |
| Cullen Investment Group, Ltd. | 16,597 | $1.12M | 0.17% | −2,958−15.1% | Reduced |
| Wealthspire Advisors, LLC | 16,550 | $1.12M | 0.01% | +588+3.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,540 | $1.12M | 0.15% | +450+2.8% | Added |
| Clearstead Advisors, LLC | 16,505 | $1.12M | 0.02% | +3,950+31.5% | Added |
| Bahl & Gaynor Inc | 16,451 | $1.11M | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 16,345 | $1.11M | 0.07% | +1,116+7.3% | Added |
| Farther Finance Advisors, LLC | 16,278 | $1.11M | 0.03% | +3,481+27.2% | Added |
| Patton Albertson Miller Group, LLC | 16,288 | $1.10M | 0.16% | −2,187−11.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 16,150 | $1.09M | 0.03% | −14,196−46.8% | Reduced |
| EverSource Wealth Advisors, LLC | 16,108 | $1.09M | 0.06% | −210−1.3% | Reduced |
| Richard W. Paul & Associates, LLC | 16,092 | $1.09M | 0.43% | −435−2.6% | Reduced |
| Sigma Planning Corp | 16,082 | $1.09M | 0.03% | −6,320−28.2% | Reduced |
| Forum Financial Management, LP | 16,035 | $1.09M | 0.02% | −2,251−12.3% | Reduced |
| Capital Investment Advisory Services, LLC | 16,031 | $1.09M | 0.10% | +1,815+12.8% | Added |
| Two Sigma Securities, LLC | 15,998 | $1.08M | 0.17% | +15,998 | New |
| Avantra Family Wealth, Inc. | 15,982 | $1.08M | 1.04% | +4,704+41.7% | Added |
| Kingswood Wealth Advisors, LLC | 15,674 | $1.06M | 0.10% | −6,687−29.9% | Reduced |
| Choate Investment Advisors | 15,623 | $1.06M | 0.03% | +901+6.1% | Added |
| VCI Wealth Management LLC | 15,559 | $1.05M | 0.44% | −15,326−49.6% | Reduced |
| Sterling Financial Group, Inc. | 15,504 | $1.05M | 0.38% | +141+0.9% | Added |
| Krilogy Financial LLC | 15,438 | $1.05M | 0.07% | +15,438 | New |
| Boston Trust Walden Corp | 15,428 | $1.05M | 0.01% | −200−1.3% | Reduced |
| St Germain D J Co Inc | 15,359 | $1.04M | 0.05% | −233,254−93.8% | Reduced |
| Chiron Capital Management, LLC | 15,328 | $1.04M | 0.94% | −10,402−40.4% | Reduced |
| Tower Trust & Investment Co | 15,428 | $1.03M | 0.83% | +15,428 | New |
| Collar Capital Management, LLC | 15,180 | $1.03M | 0.93% | +3,587+30.9% | Added |
| Perigon Wealth Management, LLC | 15,160 | $1.03M | 0.03% | −4,822−24.1% | Reduced |
| Round Rock Advisors, LLC | 15,151 | $1.03M | 0.19% | −770−4.8% | Reduced |
| Legacy Capital Group California, Inc. | 15,101 | $1.02M | 0.36% | −133−0.9% | Reduced |
| Nations Financial Group Inc, | 15,080 | $1.02M | 0.08% | −1,269−7.8% | Reduced |