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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in CVS Health Corp as of Jun 30, 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
1,760
+26 vs. Q1 2025
Shares held
1.10B
+16.2M (+1.5%) vs. Q1 2025
Total value
$75.6B
+$2.37B (+3.2%) vs. Q1 2025
New holders
183
633 more added
Sold out
157
733 more reduced

21 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,760 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ2 2025: $75.6B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2025.

Institutions holding CVS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
RMG Wealth Management LLC2$1320.00%+2New
ROSS\JOHNSON & Associates LLC2$1380.00%−26−92.9%Reduced
Kessler Investment Group, LLC2$1380.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$1720.00%−17−85.0%Reduced
Family Legacy Financial Solutions, LLC3$2340.00%+3New
Fairman Group, LLC5$3450.00%00.0%Unchanged
Bellwether Advisors, LLC6$4140.00%+6New
Koesten, Hirschmann & Crabtree, INC.7$5150.00%+7New
Clarity Asset Management, Inc.12$8440.00%00.0%Unchanged
Hara Capital LLC14$9660.00%−565−97.6%Reduced
Parkworth Wealth Management, Inc.15$1.03K0.00%+6+66.7%Added
Albion Financial Group17$1.17K0.00%00.0%Unchanged
FWL Investment Management, LLC17$1.17K0.00%+17New
Bare Financial Services, Inc18$1.24K0.00%+18New
Binnacle Investments Inc19$1.31K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.20$1.38K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.21$1.43K0.00%−399−95.0%Reduced
Beacon Capital Management, LLC22$1.50K0.00%−25−53.2%Reduced
Quaker Wealth Management, LLC22$1.52K0.00%+22New
Tradewinds Capital Management, LLC23$1.59K0.00%00.0%Unchanged
PayPay Securities Corp24$1.66K0.08%00.0%Unchanged
American Capital Advisory, LLC25$1.73K0.00%+14+127.3%Added
Foster Dykema Cabot & Partners, LLC27$1.86K0.00%00.0%Unchanged
Talon Private Wealth, LLC28$1.93K0.00%+28New
Legacy Wealth Managment, LLC28$1.93K0.00%−274−90.7%Reduced
Legacy Investment Solutions, LLC28$1.93K0.00%+28New
10Elms LLP28$1.95K0.00%−35−55.6%Reduced
Graney & King, LLC29$2.01K0.00%00.0%Unchanged
Gitterman Wealth Management, LLC29$2.02K0.00%+29New
J.Safra Asset Management Corp32$2.21K0.00%+19+146.2%Added
Marshall & Sterling Wealth Advisors Inc.32$2.21K0.00%00.0%Unchanged
Evolution Wealth Management Inc.34$2.38K0.00%+34New
Fairscale Capital, LLC39$2.45K0.00%00.0%Unchanged
Maseco LLP37$2.57K0.00%+37New
Mid-American Wealth Advisory Group, Inc.38$2.62K0.00%+38New
Decker Retirement Planning Inc.38$2.62K0.00%+38New
IMG Wealth Management, Inc.39$2.69K0.00%+39New
Catherine Avery Investment Management LLC41$2.83K0.00%−32−43.8%Reduced
SJS Investment Consulting Inc.42$2.87K0.00%−44−51.2%Reduced
Silicon Valley Capital Partners46$3.17K0.00%+46New
Bay Harbor Wealth Management, LLC47$3.24K0.00%+30+176.5%Added
NVWM, LLC49$3.38K0.00%+10+25.6%Added
Old Second National Bank of Aurora52$3.59K0.00%00.0%Unchanged
Rakuten Securities, Inc.54$3.73K0.00%−269−83.3%Reduced
WestEnd Advisors, LLC54$3.73K0.00%+5+10.2%Added
Aventura Private Wealth, LLC56$3.86K0.00%+24+75.0%Added
Pin Oak Investment Advisors Inc71$4.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC58$4.00K0.00%+15+34.9%Added
DecisionPoint Financial, LLC58$4.04K0.00%+58New
Kozak & Associates, Inc.64$4.29K0.00%00.0%Unchanged
Clark Wealth Partners64$4.42K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd69$4.76K0.00%−16−18.8%Reduced
Pineridge Advisors LLC69$4.77K0.00%+1+1.5%Added
ZRC Wealth Management, LLC70$4.83K0.00%00.0%Unchanged
Robinswood Financial LLC72$4.97K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC78$5.38K0.00%+17+27.9%Added
N.E.W. Advisory Services LLC81$5.59K0.00%−8−9.0%Reduced
Beaird Harris Wealth Management, LLC85$5.89K0.00%+48+129.7%Added
Ridgewood Investments LLC86$5.93K0.00%−330−79.3%Reduced
Darwin Advisors, LLC89$6.14K0.00%+60+206.9%Added
Alerus Financial NA89$6.14K0.00%+89New
Stephens Consulting, LLC89$6.14K0.00%−66−42.6%Reduced
JDM Financial Group LLC90$6.21K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.91$6.28K0.00%00.0%Unchanged
Anfield Capital Management, LLC91$6.28K0.00%+18+24.7%Added
Kiker Wealth Management, LLC92$6.35K0.00%−9−8.9%Reduced
Global Wealth Strategies & Associates94$6.48K0.00%00.0%Unchanged
Transce3nd, LLC95$6.55K0.00%+13+15.9%Added
Hughes Financial Services, LLC105$6.67K0.00%−23−18.0%Reduced
Richardson Capital Management LLC100$6.90K0.00%00.0%Unchanged
TruNorth Capital Management, LLC100$6.90K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC100$6.90K0.01%00.0%Unchanged
Bellevue Asset Management, LLC100$6.90K0.00%00.0%Unchanged
Horrell Capital Management, Inc.100$6.90K0.00%+100New
Penserra Capital Management LLC102$7.00K0.00%00.0%Unchanged
ORG Wealth Partners, LLC101$7.04K0.00%00.0%Unchanged
HFM Investment Advisors, LLC105$7.25K0.00%+14+15.4%Added
Dynamic Wealth Strategies, LLC107$7.38K0.01%−2−1.8%Reduced
Putney Financial Group LLC107$7.38K0.01%+3+2.9%Added
Cedar Wealth Management, LLC107$7.38K0.00%+52+94.5%Added
Raffa Wealth Management, LLC108$7.45K0.00%00.0%Unchanged
WealthTrak Capital Management LLC115$7.93K0.01%+15+15.0%Added
Bernard Wealth Management Corp.117$8.07K0.00%−31−20.9%Reduced
Minot DeBlois Advisors LLC119$8.21K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC125$8.62K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.125$8.62K0.01%+125New
Creekmur Asset Management LLC128$8.83K0.00%00.0%Unchanged
Total Investment Management Inc130$8.96K0.00%+130New
CarsonAllaria Wealth Management, Ltd.137$9.45K0.01%00.0%Unchanged
Dogwood Wealth Management LLC144$9.64K0.00%+60+71.4%Added
Oliver Lagore Vanvalin Investment Group147$9.94K0.00%+147New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna150$10.3K0.00%−150−50.0%Reduced
Hollencrest Capital Management150$10.3K0.00%00.0%Unchanged
MRP Capital Investments, LLC150$10.3K0.01%+150New
CBIZ Investment Advisory Services, LLC151$10.4K0.00%+11+7.9%Added
DiNuzzo Private Wealth, Inc.154$10.6K0.00%+2+1.3%Added
Financial Freedom, LLC157$10.8K0.01%−106−40.3%Reduced
Strategic Wealth Designers166$11.5K0.02%+166New
South Plains Financial, Inc.170$11.7K0.01%−2,610−93.9%Reduced
Rialto Wealth Management, LLC172$11.9K0.00%+7+4.2%Added