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 |
|---|---|---|---|---|---|
| TFC Financial Management | 535 | $36.9K | 0.01% | −505−48.6% | Reduced |
| Chesapeake Asset Management LLC | 540 | $37.2K | 0.03% | −20−3.6% | Reduced |
| Vega Investment Solutions | 540 | $37.3K | 0.01% | −584−52.0% | Reduced |
| AllSquare Wealth Management LLC | 550 | $37.9K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 562 | $38.8K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 569 | $38.8K | 0.02% | −3,502−86.0% | Reduced |
| Costello Asset Management, INC | 573 | $39.6K | 0.01% | +1+0.2% | Added |
| Dixon Mitchell Investment Counsel Inc. | 187 | $39.9K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 581 | $40.1K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 600 | $41.4K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 600 | $41.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 607 | $41.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 608 | $41.9K | 0.01% | +226+59.2% | Added |
| Whipplewood Advisors, LLC | 609 | $42.0K | 0.02% | −59−8.8% | Reduced |
| Bogart Wealth, LLC | 613 | $42.3K | 0.00% | −75−10.9% | Reduced |
| Sierra Ocean, LLC | 623 | $43.0K | 0.03% | −96−13.4% | Reduced |
| Caldwell Trust Co | 630 | $43.5K | 0.00% | −200−24.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 635 | $43.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 640 | $44.1K | 0.01% | +100+18.5% | Added |
| Wolff Wiese Magana LLC | 651 | $44.9K | 0.03% | −332−33.8% | Reduced |
| FNY Investment Advisers, LLC | 669 | $46.0K | 0.02% | +669 | New |
| Heritage Wealth Advisors | 700 | $48.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 703 | $48.5K | 0.00% | −38−5.1% | Reduced |
| Indiana Trust & Investment Management CO | 706 | $48.7K | 0.02% | −33−4.5% | Reduced |
| Financial Perspectives, Inc | 708 | $48.8K | 0.01% | −97−12.0% | Reduced |
| Bell Investment Advisors, Inc | 708 | $48.8K | 0.01% | +253+55.6% | Added |
| Covestor Ltd | 748 | $52.0K | 0.03% | −214−22.2% | Reduced |
| Lummis Asset Management, LP | 800 | $52.4K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 780 | $53.0K | 0.01% | +98+14.4% | Added |
| Mount Yale Investment Advisors, LLC | 778 | $53.7K | 0.00% | +778 | New |
| Keener Financial Planning LLC | 783 | $54.0K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 783 | $54.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 792 | $54.6K | 0.01% | +25+3.3% | Added |
| PFS Partners, LLC | 800 | $55.2K | 0.03% | −272−25.4% | Reduced |
| Atwood & Palmer Inc | 820 | $56.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 813 | $56.6K | 0.01% | −683−45.7% | Reduced |
| Delta Asset Management LLC | 820 | $56.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 833 | $57.5K | 0.02% | −833−50.0% | Reduced |
| Compass Planning Associates Inc | 836 | $57.7K | 0.05% | +8+1.0% | Added |
| Glass Jacobson Investment Advisors llc | 836 | $57.7K | 0.02% | −237−22.1% | Reduced |
| Clear Street Markets LLC | 852 | $58.8K | 0.02% | +852 | New |
| Blue Bell Private Wealth Management, LLC | 885 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 899 | $62.0K | 0.02% | −288−24.3% | Reduced |
| Capital Advisors, Ltd. LLC | 902 | $62.0K | 0.01% | −119−11.7% | Reduced |
| Perkins Coie Trust Co | 900 | $62.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 905 | $62.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 909 | $62.7K | 0.00% | +24+2.7% | Added |
| Financial Network Wealth Advisors LLC | 932 | $64.3K | 0.08% | −57−5.8% | Reduced |
| GW&K Investment Management, LLC | 958 | $66.0K | 0.00% | +321+50.4% | Added |
| City Holding Co | 960 | $66.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 968 | $66.8K | 0.02% | +51+5.6% | Added |
| New England Capital Financial Advisors LLC | 971 | $67.0K | 0.03% | +315+48.0% | Added |
| CNB Bank | 972 | $67.0K | 0.03% | +2+0.2% | Added |
| Johnson Financial Group, Inc. | 989 | $68.2K | 0.00% | −200−16.8% | Reduced |
| Princeton Global Asset Management LLC | 999 | $68.9K | 0.01% | +155+18.4% | Added |
| BNP Paribas | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $69.0K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,040 | $71.7K | 0.00% | −1,510−59.2% | Reduced |
| Essential Partners LLC | 1,050 | $72.4K | 0.03% | +1,050 | New |
| Millstone Evans Group, LLC | 1,058 | $73.0K | 0.05% | −400−27.4% | Reduced |
| Rise Advisors, LLC | 1,106 | $76.3K | 0.03% | +14+1.3% | Added |
| Murphy & Mullick Capital Management Corp | 1,230 | $76.7K | 0.06% | −156−11.3% | Reduced |
| Ball & Co Wealth Management Inc. | 1,125 | $77.0K | 0.08% | +11+1.0% | Added |
| Smallwood Wealth Investment Management, LLC | 1,117 | $77.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,140 | $77.8K | 0.05% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,129 | $77.9K | 0.02% | +105+10.3% | Added |
| Clean Yield Group | 1,140 | $78.6K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,151 | $79.4K | 0.01% | −905−44.0% | Reduced |
| Silvant Capital Management LLC | 1,169 | $80.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,171 | $80.8K | 0.07% | −75−6.0% | Reduced |
| Coston, McIsaac & Partners | 1,183 | $81.0K | 0.02% | +6+0.5% | Added |
| Golden State Wealth Management, LLC | 1,218 | $84.0K | 0.01% | +927+318.6% | Added |
| Capital Analysts, LLC | 1,231 | $85.0K | 0.00% | +171+16.1% | Added |
| WFA of San Diego, LLC | 1,252 | $86.4K | 0.06% | +1,252 | New |
| Neo Ivy Capital Management | 1,254 | $86.5K | 0.03% | +1,254 | New |
| HHM Wealth Advisors, LLC | 1,257 | $86.7K | 0.01% | −1−0.1% | Reduced |
| Colonial Trust Co | 1,288 | $88.8K | 0.01% | −243−15.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,307 | $90.1K | 0.03% | +21+1.6% | Added |
| Ogorek Anthony Joseph | 1,322 | $91.0K | 0.03% | +39+3.0% | Added |
| Main Street Group, LTD | 1,322 | $91.2K | 0.03% | −64−4.6% | Reduced |
| Hilltop National Bank | 1,325 | $91.4K | 0.02% | +1,325 | New |
| Frazier Financial Advisors, LLC | 1,339 | $92.4K | 0.07% | −28−2.0% | Reduced |
| Center for Financial Planning, Inc. | 1,341 | $92.5K | 0.01% | +100+8.1% | Added |
| Opal Wealth Advisors, LLC | 1,382 | $95.3K | 0.03% | −316−18.6% | Reduced |
| WFA Asset Management Corp | 1,664 | $98.3K | 0.06% | −286−14.7% | Reduced |
| Salomon & Ludwin, LLC | 1,561 | $104.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,564 | $106.0K | 0.06% | +117+8.1% | Added |
| United Community Bank | 1,577 | $108.8K | 0.04% | −425−21.2% | Reduced |
| North Capital, Inc. | 1,594 | $110.0K | 0.09% | −1,600−50.1% | Reduced |
| Peoples Financial Services Corp. | 1,638 | $113.0K | 0.06% | −5−0.3% | Reduced |
| Arlington Trust Co LLC | 1,642 | $113.3K | 0.02% | +1,342+447.3% | Added |
| Asset Dedication, LLC | 1,645 | $113.5K | 0.01% | −542−24.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,655 | $114.2K | 0.09% | −166−9.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,660 | $114.5K | 0.02% | +42+2.6% | Added |
| Centennial Bank | 1,666 | $114.9K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,674 | $115.5K | 0.00% | +166+11.0% | Added |
| Gifford Fong Associates | 1,675 | $116.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,682 | $117.0K | 0.05% | +165+10.9% | Added |
| Proathlete Wealth Management LLC | 1,735 | $119.7K | 0.04% | +16+0.9% | Added |