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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Trust Co | 12,540 | $865.0K | 0.02% | +10.0% | Added |
| Proffitt & Goodson Inc | 12,549 | $865.6K | 0.13% | −79−0.6% | Reduced |
| Westpac Banking Corp | 12,577 | $867.6K | 0.06% | −2,059−14.1% | Reduced |
| Insight Inv LLC | 12,578 | $867.6K | 0.58% | −528−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,591 | $868.4K | 0.02% | −1,324−9.5% | Reduced |
| Ostrum Asset Management | 12,600 | $869.1K | 0.04% | −1,484−10.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,627 | $871.0K | 0.02% | −151−1.2% | Reduced |
| Longfellow Investment Management Co LLC | 12,650 | $872.6K | 0.22% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,653 | $872.8K | 0.04% | +12,653 | New |
| Krilogy Financial LLC | 12,673 | $874.2K | 0.05% | −2,765−17.9% | Reduced |
| Byrne Asset Management LLC | 12,676 | $874.4K | 0.59% | −910−6.7% | Reduced |
| ProVise Management Group, LLC | 12,700 | $876.0K | 0.07% | −150−1.2% | Reduced |
| Umb Bank N A | 12,721 | $877.5K | 0.01% | −705−5.3% | Reduced |
| SNS Financial Group, LLC | 12,788 | $882.1K | 0.08% | +311+2.5% | Added |
| RMR Wealth Builders | 12,796 | $882.6K | 0.08% | −290−2.2% | Reduced |
| David Loasby | 14,157 | $884.4K | 0.08% | +1,816+14.7% | Added |
| Abn Amro Investment Solutions | 12,904 | $890.1K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 12,985 | $895.7K | 0.05% | −1,693−11.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13,030 | $898.8K | 0.04% | −3,078−19.1% | Reduced |
| Visionary Wealth Advisors | 13,040 | $899.5K | 0.05% | +3,345+34.5% | Added |
| Brown, Lisle/Cummings, Inc. | 13,078 | $902.1K | 0.24% | −795−5.7% | Reduced |
| Weatherly Asset Management L. P. | 13,128 | $905.6K | 0.08% | +50.0% | Added |
| Transcend Wealth Collective, LLC | 13,142 | $906.5K | 0.07% | −6,240−32.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,155 | $907.4K | 0.03% | +400+3.1% | Added |
| SageView Advisory Group, LLC | 15,263 | $910.3K | 0.03% | +1,424+10.3% | Added |
| Monetary Management Group Inc | 13,250 | $914.0K | 0.22% | 00.0% | Unchanged |
| Logan Capital Management Inc | 13,266 | $915.1K | 0.04% | −6,524−33.0% | Reduced |
| Vaughan & Co Securities, Inc. | 13,271 | $915.4K | 0.52% | 00.0% | Unchanged |
| Friedenthal Financial | 13,288 | $916.6K | 0.50% | +13,288 | New |
| Perpetual Ltd | 13,297 | $917.2K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,115 | $917.5K | 0.02% | +1,604+11.9% | Added |
| Eisler Capital Management Ltd. | 13,327 | $919.0K | 0.03% | −23,369−63.7% | Reduced |
| LRI Investments, LLC | 13,556 | $935.1K | 0.08% | −595−4.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,568 | $935.9K | 0.33% | +471+3.6% | Added |
| KCM Investment Advisors LLC | 13,571 | $936.1K | 0.03% | −936−6.5% | Reduced |
| Harvest Fund Management Co., Ltd | 13,619 | $939.0K | 0.04% | −721−5.0% | Reduced |
| Ocean Capital Management, LLC | 13,629 | $940.1K | 0.21% | −148−1.1% | Reduced |
| PEAK6 LLC | 13,752 | $948.6K | 0.03% | +13,752 | New |
| International Assets Investment Management, LLC | 13,777 | $950.3K | 0.08% | −218−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 13,818 | $953.2K | 0.07% | −12−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 13,909 | $959.5K | 0.06% | +34+0.2% | Added |
| IFG Advisory, LLC | 13,985 | $964.7K | 0.05% | −4,071−22.5% | Reduced |
| Home Federal Bank of Tennessee | 14,000 | $965.7K | 0.27% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 14,004 | $966.0K | 0.22% | +62+0.4% | Added |
| Diversify Advisory Services, LLC | 14,894 | $975.7K | 0.04% | +6,260+72.5% | Added |
| Kentucky Trust Co | 14,172 | $977.6K | 0.56% | −590−4.0% | Reduced |
| Deseret Mutual Benefit Administrators | 14,292 | $985.9K | 0.46% | 00.0% | Unchanged |
| InvesTrust | 14,384 | $992.2K | 0.38% | −28,885−66.8% | Reduced |
| Peoples Bank | 14,468 | $998.0K | 0.67% | −205−1.4% | Reduced |
| Trust Asset Management LLC | 14,536 | $1.00M | 0.07% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 14,578 | $1.01M | 0.87% | −750−4.9% | Reduced |
| Greenfield Savings Bank | 14,593 | $1.01M | 0.46% | −2,640−15.3% | Reduced |
| Boston Trust Walden Corp | 14,613 | $1.01M | 0.01% | −815−5.3% | Reduced |
| Legacy Capital Group California, Inc. | 14,717 | $1.02M | 0.28% | −384−2.5% | Reduced |
| Sagespring Wealth Partners, LLC | 14,735 | $1.02M | 0.02% | +1,994+15.7% | Added |
| Howard Capital Management Inc. | 14,742 | $1.02M | 0.02% | +408+2.8% | Added |
| WBI Investments | 14,745 | $1.02M | 0.26% | −58,817−80.0% | Reduced |
| Peak Financial Advisors LLC | 14,809 | $1.02M | 0.52% | +14,809 | New |
| Ritholtz Wealth Management | 14,866 | $1.03M | 0.02% | +3,857+35.0% | Added |
| Chicago Partners Investment Group LLC | 16,587 | $1.03M | 0.03% | +2,176+15.1% | Added |
| Bahl & Gaynor Inc | 14,951 | $1.03M | 0.01% | −1,500−9.1% | Reduced |
| Smartleaf Asset Management LLC | 15,059 | $1.03M | 0.09% | +164+1.1% | Added |
| Perigon Wealth Management, LLC | 14,981 | $1.03M | 0.02% | −179−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,998 | $1.03M | 0.01% | −2,638−15.0% | Reduced |
| Bryn Mawr Trust Co | 14,999 | $1.03M | 0.02% | +268+1.8% | Added |
| Greenleaf Trust | 15,001 | $1.03M | 0.01% | −4,948−24.8% | Reduced |
| Capital Advisors Inc | 15,003 | $1.03M | 0.02% | +112+0.8% | Added |
| Fidelis Capital Partners, LLC | 16,314 | $1.04M | 0.09% | +2,628+19.2% | Added |
| TCG Advisory Services, LLC | 15,063 | $1.04M | 0.04% | +3,011+25.0% | Added |
| Round Rock Advisors, LLC | 15,111 | $1.04M | 0.18% | −40−0.3% | Reduced |
| Cresset Asset Management, LLC | 15,153 | $1.05M | 0.01% | −5,898−28.0% | Reduced |
| Wedbush Securities Inc | 15,168 | $1.05M | 0.04% | −3,560−19.0% | Reduced |
| Farther Finance Advisors, LLC | 15,372 | $1.06M | 0.02% | −906−5.6% | Reduced |
| St Germain D J Co Inc | 15,413 | $1.06M | 0.05% | +54+0.4% | Added |
| Curbstone Financial Management Corp | 15,478 | $1.07M | 0.22% | −1,250−7.5% | Reduced |
| Capital Investment Advisory Services, LLC | 15,550 | $1.07M | 0.09% | −481−3.0% | Reduced |
| TSFG, LLC | 15,548 | $1.07M | 0.19% | −1,139−6.8% | Reduced |
| Sterling Financial Group, Inc. | 15,556 | $1.07M | 0.36% | +52+0.3% | Added |
| Collar Capital Management, LLC | 15,570 | $1.07M | 0.90% | +390+2.6% | Added |
| Signaturefd, LLC | 15,601 | $1.08M | 0.02% | −4,322−21.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,606 | $1.08M | 0.09% | −68−0.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 15,640 | $1.08M | 0.01% | −3,600−18.7% | Reduced |
| Oak Thistle LLC | 15,755 | $1.09M | 0.16% | +15,755 | New |
| Tower Trust & Investment Co | 15,764 | $1.09M | 0.77% | +336+2.2% | Added |
| Ingalls & Snyder LLC | 15,823 | $1.09M | 0.04% | −875−5.2% | Reduced |
| State of Wyoming | 15,898 | $1.10M | 0.13% | +11,609+270.7% | Added |
| Richard W. Paul & Associates, LLC | 15,910 | $1.10M | 0.40% | −182−1.1% | Reduced |
| Sumitomo Life Insurance Co | 15,963 | $1.10M | 0.07% | −1,151−6.7% | Reduced |
| Aviso Financial Inc. | 16,073 | $1.11M | 0.05% | +1,263+8.5% | Added |
| GeoWealth Management, LLC | 16,104 | $1.11M | 0.04% | +13,922+638.0% | Added |
| Lazard Freres Gestion S.A.S. | 16,150 | $1.11M | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 16,155 | $1.11M | 0.04% | −1,093−6.3% | Reduced |
| Concurrent Investment Advisors, LLC | 16,193 | $1.12M | 0.02% | +2,771+20.6% | Added |
| Independent Financial Group, LLC | 16,218 | $1.12M | 0.03% | −7,411−31.4% | Reduced |
| Aptus Capital Advisors, LLC | 16,235 | $1.12M | 0.01% | +3,813+30.7% | Added |
| SummitTX Capital, L.P. | 16,322 | $1.13M | 0.05% | +16,322 | New |
| Tower Research Capital LLC (TRC) | 16,353 | $1.13M | 0.03% | −44,303−73.0% | Reduced |
| Palouse Capital Management, Inc. | 16,441 | $1.13M | 0.75% | −6,433−28.1% | Reduced |
| Bailard, Inc. | 16,474 | $1.14M | 0.03% | −200−1.2% | Reduced |
| Forum Financial Management, LP | 16,525 | $1.14M | 0.02% | +490+3.1% | Added |