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 |
|---|---|---|---|---|---|
| Kilter Group LLC | 172 | $11.9K | 0.01% | +172 | New |
| DHJJ Financial Advisors, Ltd. | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 185 | $12.8K | 0.00% | −109−37.1% | Reduced |
| Crowley Wealth Management, Inc. | 185 | $12.8K | 0.01% | −13−6.6% | Reduced |
| YANKCOM Partnership | 190 | $13.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 194 | $13.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 201 | $13.9K | 0.00% | +201 | New |
| Cherry Tree Wealth Management, LLC | 202 | $13.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 197 | $14.0K | 0.00% | +16+8.8% | Added |
| West Financial Advisors, LLC | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 205 | $14.1K | 0.01% | +205 | New |
| Strategic Investment Solutions, Inc. | 208 | $14.3K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 213 | $14.6K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 217 | $15.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 224 | $15.2K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 222 | $15.3K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 222 | $15.3K | 0.00% | +17+8.3% | Added |
| Country Trust Bank | 228 | $15.7K | 0.00% | −189−45.3% | Reduced |
| Red Tortoise LLC | 229 | $15.8K | 0.01% | +2+0.9% | Added |
| Compass Financial Services Inc | 231 | $15.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 246 | $16.1K | 0.00% | −13−5.0% | Reduced |
| SWAN Capital LLC | 242 | $16.7K | 0.01% | −150−38.3% | Reduced |
| Centricity Wealth Management, LLC | 244 | $16.8K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 247 | $17.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 249 | $17.2K | 0.01% | +187+301.6% | Added |
| Colonial Trust Advisors | 249 | $17.2K | 0.00% | −51−17.0% | Reduced |
| Fortis Group Advisors, LLC | 250 | $17.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 250 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 252 | $17.4K | 0.02% | −456−64.4% | Reduced |
| Lowe Wealth Advisors, LLC | 268 | $18.5K | 0.01% | +2+0.8% | Added |
| Meeder Asset Management Inc | 271 | $18.7K | 0.00% | −41,511−99.4% | Reduced |
| Stephenson National Bank & Trust | 271 | $18.7K | 0.01% | −8−2.9% | Reduced |
| Howard Hughes Medical Institute | 272 | $18.8K | 0.01% | +272 | New |
| Sherman Asset Management, Inc. | 274 | $18.9K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 274 | $18.9K | 0.00% | +50+22.3% | Added |
| Altshuler Shaham Ltd | 278 | $19.2K | 0.00% | −53−16.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 279 | $19.2K | 0.01% | +2+0.7% | Added |
| Bank & Trust Co | 285 | $19.7K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 290 | $20.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 293 | $20.2K | 0.00% | −168−36.4% | Reduced |
| CoreFirst Bank & Trust | 302 | $20.8K | 0.01% | +302 | New |
| Ulland Investment Advisors, LLC | 311 | $21.0K | 0.02% | −50−13.9% | Reduced |
| PrairieView Partners, LLC | 310 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Motco | 339 | $21.1K | 0.00% | +123+56.9% | Added |
| MB, Levis & Associates, LLC | 310 | $21.4K | 0.01% | +3+1.0% | Added |
| Bayforest Capital Ltd | 315 | $21.7K | 0.01% | −4,566−93.5% | Reduced |
| Ofi Invest Asset Management | 373 | $21.9K | 0.00% | −358−49.0% | Reduced |
| Highline Wealth Partners LLC | 319 | $22.0K | 0.01% | −8−2.4% | Reduced |
| Private Wealth Management Group, LLC | 322 | $22.2K | 0.01% | +6+1.9% | Added |
| Trust Co | 333 | $23.0K | 0.00% | −1,017−75.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 334 | $23.0K | 0.01% | −334−50.0% | Reduced |
| Core Alternative Capital | 339 | $23.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 344 | $23.8K | 0.01% | −405−54.1% | Reduced |
| FSA Wealth Management LLC | 345 | $23.8K | 0.01% | +1+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 350 | $24.0K | 0.01% | −7,087−95.3% | Reduced |
| Flagship Wealth Advisors, LLC | 348 | $24.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 350 | $24.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 355 | $24.5K | 0.00% | −303−46.0% | Reduced |
| Horizon Financial Services, LLC | 371 | $25.6K | 0.01% | +21+6.0% | Added |
| Syntax Research, Inc. | 371 | $25.6K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 371 | $25.6K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 374 | $25.8K | 0.01% | −40−9.7% | Reduced |
| WealthCollab, LLC | 376 | $25.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 380 | $26.0K | 0.01% | +189+99.0% | Added |
| Vermillion Wealth Management, Inc. | 400 | $27.6K | 0.01% | −100−20.0% | Reduced |
| American National Bank | 400 | $27.6K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 400 | $28.0K | 0.01% | +400 | New |
| WPG Advisers, LLC | 407 | $28.1K | 0.02% | +130+46.9% | Added |
| Pacifica Partners Inc. | 410 | $28.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 413 | $28.5K | 0.00% | +20+5.1% | Added |
| True Wealth Design, LLC | 417 | $28.8K | 0.01% | −667−61.5% | Reduced |
| Riverview Trust Co | 418 | $28.8K | 0.04% | −538−56.3% | Reduced |
| TD Capital Management LLC | 427 | $29.5K | 0.00% | +277+184.7% | Added |
| Boyd Watterson Asset Management LLC | 435 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 438 | $30.2K | 0.03% | +438 | New |
| Front Row Advisors LLC | 456 | $31.5K | 0.01% | +371+436.5% | Added |
| Cornerstone Planning Group LLC | 499 | $31.7K | 0.01% | −33−6.2% | Reduced |
| Roxbury Financial LLC | 460 | $31.7K | 0.03% | +202+78.3% | Added |
| Canton Hathaway, LLC | 464 | $32.0K | 0.01% | +8+1.8% | Added |
| Pinnacle Bancorp, Inc. | 468 | $32.3K | 0.01% | −298−38.9% | Reduced |
| ORG Partners LLC | 467 | $32.5K | 0.01% | +377+418.9% | Added |
| MCF Advisors LLC | 474 | $32.7K | 0.00% | −17−3.5% | Reduced |
| Battery Global Advisors, LLC | 478 | $33.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 485 | $33.5K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 488 | $33.7K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 490 | $33.8K | 0.01% | −7−1.4% | Reduced |
| Hanson & Doremus Investment Management | 500 | $34.0K | 0.00% | −1,000−66.7% | Reduced |
| Gables Capital Management Inc. | 500 | $34.5K | 0.02% | −165−24.8% | Reduced |
| Pillar Financial Advisors, LLC | 500 | $34.5K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 500 | $34.5K | 0.02% | +274+121.2% | Added |
| Cornerstone National Bank & Trust Co | 504 | $34.8K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 512 | $35.3K | 0.68% | +512 | New |
| Stone House Investment Management, LLC | 515 | $35.5K | 0.01% | −57−10.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 546 | $35.8K | 0.01% | +546 | New |
| Mascoma Wealth Management LLC | 523 | $36.1K | 0.01% | −200−27.7% | Reduced |
| VSM Wealth Advisory, LLC | 525 | $36.2K | 0.01% | 00.0% | Unchanged |