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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 1,740 | $120.0K | 0.01% | −7−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,746 | $120.4K | 0.02% | +11+0.6% | Added |
| Legacy Bridge, LLC | 1,775 | $122.4K | 0.06% | +100+6.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,783 | $123.0K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,790 | $123.4K | 0.01% | +29+1.6% | Added |
| Evelyn Partners Investment Management LLP | 1,800 | $124.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,897 | $130.9K | 0.06% | +1,380+266.9% | Added |
| Oakworth Capital, Inc. | 1,949 | $134.4K | 0.01% | −782−28.6% | Reduced |
| Pinney & Scofield, Inc. | 1,982 | $136.7K | 0.09% | −200−9.2% | Reduced |
| ESL Trust Services, LLC | 2,000 | $138.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 2,000 | $138.0K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,006 | $138.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,010 | $138.7K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 2,116 | $146.0K | 0.02% | +1,966+1,310.7% | Added |
| Creative Financial Designs Inc | 2,118 | $146.1K | 0.01% | +92+4.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,149 | $148.3K | 0.00% | −3−0.1% | Reduced |
| Grove Bank & Trust | 2,162 | $149.1K | 0.02% | +502+30.2% | Added |
| Valley National Advisers Inc | 2,186 | $150.0K | 0.02% | −286−11.6% | Reduced |
| Union Savings Bank | 2,438 | $151.4K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,196 | $151.5K | 0.01% | +1,000+83.6% | Added |
| Bank of Jackson Hole Trust | 2,217 | $152.9K | 0.09% | −327−12.9% | Reduced |
| Tortoise Investment Management, LLC | 2,280 | $157.3K | 0.02% | +66+3.0% | Added |
| City State Bank | 2,302 | $158.8K | 0.05% | −245−9.6% | Reduced |
| Clear Investment Research, LLC | 2,436 | $168.0K | 0.21% | +10.0% | Added |
| Caldwell Sutter Capital, Inc. | 2,495 | $172.1K | 0.08% | +49+2.0% | Added |
| Horizon Bancorp Inc | 2,520 | $174.0K | 0.09% | −90−3.4% | Reduced |
| Centaurus Financial, Inc. | 2,534 | $175.0K | 0.01% | −239−8.6% | Reduced |
| 1620 Investment Advisors, Inc. | 2,579 | $177.9K | 0.13% | +433+20.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,568 | $178.0K | 0.00% | +2,568 | New |
| Bullock Wealth Management Group | 2,608 | $181.4K | 0.10% | −114−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,631 | $185.3K | 0.01% | +1,635+164.2% | Added |
| Optimum Investment Advisors | 2,705 | $186.6K | 0.08% | −977−26.5% | Reduced |
| Medallion Wealth Advisors, LLC | 2,690 | $187.0K | 0.07% | −52−1.9% | Reduced |
| Sound Income Strategies, LLC | 2,774 | $191.4K | 0.01% | +677+32.3% | Added |
| DT Investment Partners, LLC | 2,777 | $191.6K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,783 | $191.9K | 0.07% | −112−3.9% | Reduced |
| Weil Company, Inc. | 2,904 | $200.3K | 0.05% | +2,904 | New |
| Fort Sheridan Advisors LLC | 2,919 | $201.4K | 0.03% | −400−12.1% | Reduced |
| Tempus Wealth Planning, LLC | 2,928 | $202.0K | 0.05% | −250−7.9% | Reduced |
| Revolve Wealth Partners, LLC | 2,938 | $202.7K | 0.03% | +2,938 | New |
| MJP Associates Inc | 2,939 | $202.7K | 0.03% | +2,939 | New |
| Bramshill Investments, LLC | 2,949 | $203.4K | 0.02% | +2,949 | New |
| Capital Performance Advisors LLP | 2,955 | $203.9K | 0.04% | −1,536−34.2% | Reduced |
| Secure Asset Management, LLC | 2,958 | $204.1K | 0.04% | +2,958 | New |
| Lighthouse Financial LLC | 2,979 | $205.5K | 0.16% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,001 | $205.5K | 0.02% | +3,001 | New |
| First Heartland Consultants, Inc. | 3,005 | $207.3K | 0.02% | −964−24.3% | Reduced |
| Dearborn Partners LLC | 3,006 | $207.4K | 0.01% | −171−5.4% | Reduced |
| Lord, Abbett & Co. LLC | 3,014 | $208.0K | 0.00% | +3,014 | New |
| Kathmere Capital Management, LLC | 3,019 | $208.3K | 0.02% | −948−23.9% | Reduced |
| Windsor Capital Management, LLC | 3,035 | $209.4K | 0.06% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 3,035 | $209.4K | 0.07% | +43+1.4% | Added |
| Ipswich Investment Management Co., Inc. | 3,039 | $209.6K | 0.05% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 3,045 | $210.1K | 0.23% | +3,045 | New |
| Howe & Rusling Inc | 3,048 | $210.3K | 0.02% | +3,048 | New |
| Tritonpoint Wealth, LLC | 3,063 | $211.3K | 0.02% | −713−18.9% | Reduced |
| KPP Advisory Services LLC | 3,069 | $211.7K | 0.03% | +104+3.5% | Added |
| Lyell Wealth Management, LP | 3,070 | $211.8K | 0.02% | +3,070 | New |
| Future Financial Wealth Managment LLC | 3,084 | $212.8K | 0.14% | +102+3.4% | Added |
| Laraway Financial Inc | 3,085 | $212.8K | 0.16% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 3,095 | $213.0K | 0.02% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,099 | $213.8K | 0.02% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,100 | $213.8K | 0.02% | −400−11.4% | Reduced |
| One Capital Management, LLC | 3,108 | $214.4K | 0.01% | −110−3.4% | Reduced |
| Western Wealth Management, LLC | 3,120 | $215.2K | 0.01% | −218−6.5% | Reduced |
| Advyzon Investment Management, LLC | 3,126 | $215.6K | 0.05% | +81+2.7% | Added |
| Coastal Investment Advisors, Inc. | 3,127 | $215.7K | 0.09% | +53+1.7% | Added |
| Kanawha Capital Management LLC | 3,128 | $215.8K | 0.02% | +3,128 | New |
| MidWestOne Financial Group, Inc. | 3,136 | $216.3K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,143 | $216.8K | 0.01% | +274+9.6% | Added |
| Hemenway Trust Co LLC | 3,153 | $217.5K | 0.02% | −775−19.7% | Reduced |
| HBW Advisory Services LLC | 3,163 | $218.2K | 0.03% | −93−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,163 | $218.2K | 0.01% | +10+0.3% | Added |
| LVW Advisors, LLC | 3,173 | $218.9K | 0.02% | −855−21.2% | Reduced |
| Klingman & Associates, LLC | 3,181 | $219.4K | 0.01% | −130−3.9% | Reduced |
| Cromwell Holdings LLC | 3,185 | $219.7K | 0.13% | +2,260+244.3% | Added |
| Laurion Capital Management LP | 3,201 | $220.8K | 0.03% | +3,201 | New |
| OmniStar Financial Group, Inc. | 3,227 | $222.6K | 0.17% | +3,227 | New |
| Institute for Wealth Management, LLC. | 3,231 | $222.9K | 0.02% | −124−3.7% | Reduced |
| Accredited Wealth Management, LLC | 3,255 | $224.5K | 0.18% | −196−5.7% | Reduced |
| Banque Pictet & Cie SA | 3,257 | $224.7K | 0.00% | +51+1.6% | Added |
| Holistic Financial Partners | 3,264 | $225.2K | 0.10% | +141+4.5% | Added |
| AA Financial Advisors, LLC | 3,280 | $226.3K | 0.05% | −300−8.4% | Reduced |
| Key Financial Inc | 3,281 | $226.3K | 0.05% | 00.0% | Unchanged |
| Capital City Trust Co | 3,294 | $227.2K | 0.06% | −858−20.7% | Reduced |
| Signal Advisors Wealth, LLC | 3,296 | $227.4K | 0.02% | +3,296 | New |
| Onefund, LLC | 3,308 | $228.0K | 0.16% | −29−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,311 | $228.4K | 0.02% | +150+4.7% | Added |
| Axiom Financial Strategies, LLC | 3,317 | $228.8K | 0.13% | +3,317 | New |
| AdvisorNet Financial, Inc | 3,348 | $230.9K | 0.01% | −87−2.5% | Reduced |
| LS Investment Advisors, LLC | 3,350 | $231.1K | 0.03% | +3,350 | New |
| Ellis Investment Partners, LLC | 3,352 | $231.2K | 0.04% | +31+0.9% | Added |
| Patton Fund Management, Inc. | 3,371 | $232.5K | 0.05% | +3,371 | New |
| Cercano Management LLC | 3,382 | $233.3K | 0.01% | +3,382 | New |
| McIlrath & Eck, LLC | 3,383 | $233.4K | 0.03% | +2,736+422.9% | Added |
| Hudson Bay Capital Management LP | 3,387 | $233.6K | 0.00% | +3,387 | New |
| New Covenant Trust Company, N.A. | 3,422 | $234.4K | 0.21% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,925 | $235.5K | 0.02% | +132+3.5% | Added |
| Capital Group Private Client Services, Inc. | 3,418 | $235.8K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,423 | $236.1K | 0.02% | −803−19.0% | Reduced |