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 |
|---|---|---|---|---|---|
| GK Wealth Management LLC | 3,426 | $236.3K | 0.23% | −311−8.3% | Reduced |
| Valmark Advisers, Inc. | 3,441 | $237.3K | 0.00% | −1,074−23.8% | Reduced |
| Berkshire Asset Management LLC | 3,442 | $237.4K | 0.01% | −31−0.9% | Reduced |
| City Center Advisors, LLC | 3,458 | $238.5K | 0.26% | −2,816−44.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,462 | $238.8K | 0.12% | +264+8.3% | Added |
| Clifford Swan Investment Counsel LLC | 3,469 | $239.3K | 0.01% | +8+0.2% | Added |
| Westmount Partners, LLC | 3,493 | $241.0K | 0.07% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 3,500 | $241.4K | 0.05% | −1,736−33.2% | Reduced |
| Lantz Financial LLC | 3,504 | $241.7K | 0.06% | +113+3.3% | Added |
| Petrus Trust Company, LTA | 3,506 | $241.8K | 0.03% | +3,506 | New |
| Modern Wealth Management, LLC | 3,509 | $242.0K | 0.01% | +502+16.7% | Added |
| Strategic Wealth Partners, Ltd. | 3,531 | $243.6K | 0.02% | +3,531 | New |
| Stonebridge Capital Advisors LLC | 3,540 | $244.2K | 0.02% | −50−1.4% | Reduced |
| Diversified Enterprises, LLC | 3,548 | $244.7K | 0.02% | −887−20.0% | Reduced |
| Defined Wealth Management, LLC | 3,565 | $245.9K | 0.15% | +18+0.5% | Added |
| Evoke Wealth, LLC | 3,570 | $246.3K | 0.01% | +3,570 | New |
| Eagle Wealth Strategies LLC | 3,573 | $246.4K | 0.14% | +17+0.5% | Added |
| Kendall Capital Management | 3,580 | $246.9K | 0.07% | 00.0% | Unchanged |
| GFS Advisors, LLC | 3,600 | $248.0K | 0.03% | −5,515−60.5% | Reduced |
| Holderness Investments Co | 3,601 | $248.4K | 0.05% | −823−18.6% | Reduced |
| Clarius Group, LLC | 3,611 | $249.1K | 0.01% | +418+13.1% | Added |
| SBI Securities Co., Ltd. | 3,648 | $251.6K | 0.01% | −361−9.0% | Reduced |
| AGH Wealth Advisors, LLC | 3,654 | $252.1K | 0.21% | +254+7.5% | Added |
| West Family Investments, Inc. | 24,664 | $252.8K | 0.07% | +740+3.1% | Added |
| Prelude Capital Management, LLC | 3,680 | $253.8K | 0.02% | −2,235−37.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3,683 | $254.1K | 0.25% | +30+0.8% | Added |
| Connecticut Wealth Management, LLC | 3,698 | $255.1K | 0.01% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 3,699 | $255.2K | 0.08% | +96+2.7% | Added |
| Financial Advisors Network, Inc. | 3,699 | $255.2K | 0.04% | +423+12.9% | Added |
| EHP Funds Inc. | 3,700 | $255.2K | 0.29% | +3,700 | New |
| Marshall Investment Management, LLC | 3,705 | $255.6K | 1.21% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,718 | $256.5K | 0.01% | +3,718 | New |
| BCS Wealth Management | 3,730 | $257.0K | 0.06% | −248−6.2% | Reduced |
| Waldron Private Wealth LLC | 3,727 | $257.1K | 0.01% | −83−2.2% | Reduced |
| Simmons Bank | 3,727 | $257.1K | 0.02% | −879−19.1% | Reduced |
| Advisor OS, LLC | 3,731 | $257.4K | 0.03% | +3,731 | New |
| MUFG Securities EMEA plc | 3,738 | $257.8K | 0.01% | +3,738 | New |
| WealthBridge Capital Management, LLC | 3,746 | $258.4K | 0.07% | +228+6.5% | Added |
| Venturi Wealth Management, LLC | 3,752 | $258.8K | 0.01% | +3,752 | New |
| Klingenstein Fields & Co LP | 3,755 | $259.0K | 0.01% | −1,173−23.8% | Reduced |
| TigerOak Management, L.L.C. | 3,763 | $259.6K | 0.09% | −17−0.4% | Reduced |
| Childress Capital Advisors, LLC | 3,782 | $260.9K | 0.07% | −2,949−43.8% | Reduced |
| Keel Point, LLC | 3,783 | $261.0K | 0.02% | +187+5.2% | Added |
| MBB Public Markets I LLC | 3,794 | $261.7K | 0.03% | −867−18.6% | Reduced |
| Landaas & Co | 3,794 | $262.0K | 0.06% | +3,794 | New |
| Quadrant Private Wealth Management, LLC | 3,803 | $262.3K | 0.05% | +250+7.0% | Added |
| Register Financial Advisors LLC | 3,809 | $262.7K | 0.11% | −694−15.4% | Reduced |
| RMB Capital Management, LLC | 3,814 | $263.1K | 0.00% | +3,814 | New |
| Smith Chas P & Associates Pa Cpas | 3,817 | $263.3K | 0.01% | −327−7.9% | Reduced |
| Summit X, LLC | 3,825 | $263.8K | 0.05% | +411+12.0% | Added |
| Apella Capital, LLC | 3,957 | $263.8K | 0.01% | +119+3.1% | Added |
| Compass Wealth Management LLC | 3,834 | $264.5K | 0.06% | −250−6.1% | Reduced |
| First Interstate Bank | 3,838 | $264.7K | 0.02% | −16−0.4% | Reduced |
| Journey Strategic Wealth LLC | 3,839 | $264.8K | 0.01% | +3,839 | New |
| Cornerstone Wealth Group, LLC | 3,852 | $265.7K | 0.02% | +3,852 | New |
| Federated Hermes, Inc. | 3,858 | $266.1K | 0.00% | −540−12.3% | Reduced |
| Diametric Capital, LP | 3,860 | $266.3K | 0.14% | +3,860 | New |
| Luken Investment Analytics, LLC | 3,881 | $267.7K | 0.12% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,882 | $267.8K | 0.04% | −619−13.8% | Reduced |
| Bank Hapoalim BM | 3,920 | $270.0K | 0.04% | −55−1.4% | Reduced |
| Tyler-Stone Wealth Management | 3,945 | $272.1K | 0.04% | −2,972−43.0% | Reduced |
| Optivise Advisory Services LLC | 3,946 | $272.2K | 0.14% | −5−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,956 | $272.9K | 0.02% | +552+16.2% | Added |
| Mission Wealth Management, LP | 3,965 | $273.5K | 0.01% | +143+3.7% | Added |
| Ipsen Advisor Group LLC | 3,971 | $273.9K | 0.21% | −2,218−35.8% | Reduced |
| Lesa Sroufe & Co | 3,965 | $274.0K | 0.25% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,975 | $274.2K | 0.03% | +186+4.9% | Added |
| VeraBank, N.A. | 3,981 | $274.6K | 0.06% | +110+2.8% | Added |
| Alliance Wealth Advisors, LLC | 3,982 | $274.7K | 0.15% | +50+1.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $275.9K | 0.14% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,003 | $276.2K | 0.01% | −380−8.7% | Reduced |
| Proficio Capital Partners LLC | 4,006 | $276.3K | 0.02% | +515+14.8% | Added |
| GW Henssler & Associates Ltd | 4,007 | $276.4K | 0.01% | −327−7.5% | Reduced |
| CoreCap Advisors, LLC | 4,008 | $276.5K | 0.01% | −365−8.3% | Reduced |
| Ballast Advisors LLC | 4,042 | $278.8K | 0.08% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,392 | $279.0K | 0.04% | −55−1.2% | Reduced |
| Whitebox Advisors LLC | 4,050 | $279.4K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,052 | $279.5K | 0.05% | −3,991−49.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,065 | $280.0K | 0.08% | +4,065 | New |
| Alteri Wealth LLC | 4,064 | $280.3K | 0.11% | +4,064 | New |
| Resonant Capital Advisors, LLC | 4,075 | $281.1K | 0.02% | +1,017+33.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,519 | $281.5K | 0.10% | −283−5.9% | Reduced |
| Belpointe Asset Management LLC | 4,081 | $281.5K | 0.01% | −3,943−49.1% | Reduced |
| TT Capital Management LLC | 4,098 | $282.7K | 0.23% | +194+5.0% | Added |
| Vicus Capital | 4,100 | $282.8K | 0.02% | −47−1.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,102 | $283.0K | 0.08% | +415+11.3% | Added |
| Ontario Teachers Pension Plan Board | 4,119 | $284.1K | 0.01% | +4,119 | New |
| Wescott Financial Advisory Group, LLC | 4,136 | $285.3K | 0.03% | −16−0.4% | Reduced |
| Birch Capital Management, LLC | 4,138 | $285.4K | 0.15% | −249−5.7% | Reduced |
| Somerset Trust Co | 4,158 | $286.8K | 0.09% | +28+0.7% | Added |
| Beese Fulmer Investment Management, Inc. | 4,173 | $287.9K | 0.02% | +100+2.5% | Added |
| Silver Oak Securities, Inc | 4,180 | $288.4K | 0.02% | −164−3.8% | Reduced |
| BXM Wealth LLC | 4,183 | $288.5K | 0.34% | −1,105−20.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,319 | $289.1K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,200 | $289.7K | 0.19% | 00.0% | Unchanged |
| Northeast Investment Management | 4,224 | $291.4K | 0.01% | −110−2.5% | Reduced |
| First American Trust, FSB | 4,226 | $291.5K | 0.02% | −1,026−19.5% | Reduced |
| Element Wealth, LLC | 4,227 | $291.6K | 0.13% | −748−15.0% | Reduced |
| L.M. Kohn & Company | 4,228 | $291.7K | 0.08% | +381+9.9% | Added |
| First National Trust Co | 4,233 | $292.0K | 0.01% | −124−2.8% | Reduced |