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 | 2,411 | $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, 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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,998−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,704−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,279−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,145−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,985−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,153−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −12,460−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −10,618−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −10,488−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,787−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −8,234−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −8,122−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −7,820−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −7,353−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,147−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −6,035−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −5,329−100.0% | Sold out |
| RD Lewis Holdings, Inc. | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| Hayek Kallen Investment Management | 0 | $0 | 0.00% | −5,056−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −4,624−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Allen Wealth Management, LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| Lauer Wealth, LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Kaufman Rossin Wealth, LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −4,261−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| White Knight Strategic Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| Carnegie Lake Advisors LLC | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Promethium Advisors,llc | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,454−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Brass Tax Wealth Management, Inc | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −3,356−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| White Pine Capital LLC | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Vista Investment Management | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Nabity-Jensen Investment Management Inc | 0 | $0 | 0.00% | −3,147−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| First County Bank | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Sky Investment Group LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Blodgett Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,893−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Maj Invest Holding A/S | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| 1248 Management, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |