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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: 2,367 institutionsQ2 2022: 2,311 institutionsQ3 2022: 2,330 institutionsQ4 2022: 2,411 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 20222,411$95.7B
Q3 20222,330$98.9B
Q2 20222,311$95.5B
Q1 20222,367$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
Flaharty Asset Management, LLC0$00.00%−195−100.0%Sold out
NCP Inc.0$00.00%−154−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−105−100.0%Sold out
Anderson Financial Strategies, LLC0$00.00%−81−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−78−100.0%Sold out
Abound Financial, LLC0$00.00%−47−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−40−100.0%Sold out
Winnow Wealth LLC0$00.00%−40−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−36−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−19−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−15−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−15−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−15−100.0%Sold out
Guardian Wealth Management, Inc.0$00.00%−11−100.0%Sold out
GoalVest Advisory LLC0$00.00%−6−100.0%Sold out
High Note Wealth, LLC0$00.00%−4−100.0%Sold out
Wiser Advisor Group LLC0$00.00%−1−100.0%Sold out
Poplar Forest Capital LLC––––Not filed
Credit Agricole S A––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Shorepoint Capital Partners LLC––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Sandy Spring Bank––––Not filed
CAPROCK Group, Inc.––––Not filed
Pacific Global Investment Management CO––––Not filed
Marcum Wealth, LLC––––Not filed
Napatree Capital LLC––––Not filed
Lindbrook Capital, LLC––––Not filed
Morningstar Investment Services LLC––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Grant/GrossMendelsohn, LLC––––Not filed
Beach Investment Counsel Inc––––Not filed
Callan Capital, LLC––––Not filed
Great Point Wealth Advisors, LLC––––Not filed
Collier Financial––––Not filed
Noble Wealth Management PBC––––Not filed