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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 4,238 | $292.3K | 0.03% | −100−2.3% | Reduced |
| Peddock Capital Advisors, LLC | 4,254 | $293.5K | 0.07% | −617−12.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 4,265 | $294.2K | 0.03% | +4,265 | New |
| Platform Technology Partners | 4,272 | $294.7K | 0.08% | +4,272 | New |
| Penbrook Management LLC | 4,275 | $294.9K | 0.22% | −225−5.0% | Reduced |
| Compass Ion Advisors, LLC | 4,276 | $295.0K | 0.03% | −897−17.3% | Reduced |
| Platinum Investment Management Ltd | 4,291 | $296.0K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,298 | $296.5K | 0.02% | −1,132−20.8% | Reduced |
| Van Hulzen Asset Management, LLC | 4,304 | $296.9K | 0.02% | −195−4.3% | Reduced |
| Aprio Wealth Management, LLC | 4,318 | $297.8K | 0.03% | +4,318 | New |
| US Asset Management LLC | 4,323 | $298.2K | 0.26% | −10−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,325 | $298.3K | 0.03% | −250−5.5% | Reduced |
| Sender Co & Partners, Inc. | 4,331 | $298.8K | 0.08% | +4,331 | New |
| First Western Trust Bank | 4,332 | $298.8K | 0.01% | −308−6.6% | Reduced |
| Brown Miller Wealth Management, LLC | 4,336 | $299.1K | 0.09% | +552+14.6% | Added |
| Camden Capital, LLC | 4,343 | $299.6K | 0.03% | +4,343 | New |
| Sterling Wealth Management, Inc. | 4,370 | $301.4K | 0.10% | +4,370 | New |
| Hoxton Planning & Management, LLC | 4,377 | $301.9K | 0.10% | −317−6.8% | Reduced |
| McLean Asset Management Corp | 4,546 | $302.7K | 0.08% | −581−11.3% | Reduced |
| Souders Financial Advisors | 4,389 | $302.8K | 0.04% | +371+9.2% | Added |
| Wealth Effects LLC | 4,414 | $304.5K | 0.11% | −573−11.5% | Reduced |
| Legacy Financial Advisors, Inc. | 4,421 | $305.0K | 0.05% | +578+15.0% | Added |
| Formidable Asset Management, LLC | 4,518 | $306.1K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 4,444 | $306.5K | 0.03% | −656−12.9% | Reduced |
| Advisory Alpha, LLC | 4,468 | $308.3K | 0.01% | +78+1.8% | Added |
| Trustco Bank Corp N Y | 4,485 | $309.4K | 0.30% | −250−5.3% | Reduced |
| Petra Financial Advisors Inc | 4,491 | $309.8K | 0.20% | +143+3.3% | Added |
| Aviance Capital Partners, LLC | 4,500 | $310.4K | 0.04% | +10.0% | Added |
| Pine Haven Investment Counsel, Inc | 4,512 | $311.2K | 0.24% | −1,383−23.5% | Reduced |
| Narwhal Capital Management | 4,519 | $311.7K | 0.03% | −6,750−59.9% | Reduced |
| Keystone Financial Planning, Inc. | 4,521 | $311.9K | 0.09% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 4,536 | $312.9K | 0.18% | −2,332−34.0% | Reduced |
| Forum Private Client Group LLC | 4,545 | $313.5K | 0.12% | −125−2.7% | Reduced |
| Ariston Services Group | 4,546 | $313.6K | 0.22% | +528+13.1% | Added |
| First City Capital Management, Inc. | 4,599 | $317.2K | 0.18% | −198−4.1% | Reduced |
| Cadence Wealth Management LLC | 4,599 | $317.2K | 0.21% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 4,606 | $317.7K | 0.08% | −2,845−38.2% | Reduced |
| BancorpSouth Bank | 4,628 | $319.2K | 0.02% | +73+1.6% | Added |
| Cladis Investment Advisory, LLC | 4,637 | $319.9K | 0.20% | −56−1.2% | Reduced |
| Manchester Capital Management LLC | 4,638 | $319.9K | 0.04% | −198−4.1% | Reduced |
| Tyche Wealth Partners LLC | 4,644 | $320.3K | 0.06% | +75+1.6% | Added |
| Sebold Capital Management, Inc. | 4,657 | $321.2K | 0.20% | +4,657 | New |
| International Private Wealth Advisors LLC | 4,683 | $323.0K | 0.28% | +4,683 | New |
| Sentry LLC | 4,684 | $323.1K | 0.06% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,692 | $323.6K | 0.03% | −581−11.0% | Reduced |
| Calamos Wealth Management LLC | 4,698 | $324.1K | 0.01% | +4,698 | New |
| ICONIQ Capital, LLC | 4,704 | $324.5K | 0.01% | −882−15.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,710 | $324.9K | 0.07% | +537+12.9% | Added |
| Guyasuta Investment Advisors Inc | 4,713 | $325.1K | 0.02% | +1,330+39.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,722 | $325.8K | 0.01% | −14−0.3% | Reduced |
| Brookwood Investment Group LLC | 4,725 | $326.0K | 0.05% | +4,725 | New |
| Northside Capital Management, LLC | 4,740 | $327.0K | 0.02% | +4,740 | New |
| Massmutual Trust Co FSB | 4,744 | $327.2K | 0.01% | +25+0.5% | Added |
| Sunpointe, LLC | 4,760 | $328.3K | 0.13% | +185+4.0% | Added |
| Fiera Capital Corp | 4,771 | $329.1K | 0.00% | +701+17.2% | Added |
| JNBA Financial Advisors | 4,771 | $329.1K | 0.03% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 5,000 | $329.5K | 0.17% | +5,000 | New |
| PDS Planning, Inc | 4,779 | $329.6K | 0.02% | +459+10.6% | Added |
| GTS Securities LLC | 4,781 | $329.8K | 0.01% | −10,052−67.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,800 | $331.1K | 0.29% | +4,800 | New |
| Catalyst Financial Partners LLC | 4,801 | $331.2K | 0.04% | +45+0.9% | Added |
| Davidson Trust Co | 4,807 | $331.6K | 0.15% | −270−5.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,809 | $331.7K | 0.05% | −9−0.2% | Reduced |
| Soltis Investment Advisors LLC | 4,812 | $331.9K | 0.03% | +496+11.5% | Added |
| Larson Financial Group LLC | 4,823 | $332.7K | 0.01% | +697+16.9% | Added |
| Sunbelt Securities, Inc. | 7,426 | $333.3K | 0.03% | +415+5.9% | Added |
| Plan Group Financial, LLC | 4,846 | $334.3K | 0.11% | −620−11.3% | Reduced |
| Shufro Rose & Co LLC | 4,950 | $335.4K | 0.03% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 4,867 | $335.7K | 0.02% | −399−7.6% | Reduced |
| Smithfield Trust Co | 4,871 | $336.0K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,913 | $338.9K | 0.00% | −1,000−16.9% | Reduced |
| Volterra Technologies LP | 4,935 | $340.4K | 0.46% | +4,935 | New |
| Tobam | 4,950 | $341.0K | 0.13% | +4,950 | New |
| Alliance Wealth Advisors, LLC | 4,954 | $341.7K | 0.08% | +107+2.2% | Added |
| Harbour Investments, Inc. | 4,966 | $342.6K | 0.01% | −911−15.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,984 | $343.8K | 0.02% | −538−9.7% | Reduced |
| Topsail Wealth Management, LLC | 4,985 | $343.9K | 0.06% | +15+0.3% | Added |
| Private Capital Advisors, Inc. | 5,000 | $344.9K | 0.04% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 5,005 | $345.2K | 0.08% | −55−1.1% | Reduced |
| Poinciana Advisors Group, LLC | 5,036 | $347.4K | 0.31% | +1,704+51.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,053 | $348.6K | 0.05% | +52+1.0% | Added |
| Tweedy, Browne Co LLC | 5,061 | $349.1K | 0.03% | +5,061 | New |
| Vectors Research Management, LLC | 5,073 | $349.9K | 0.12% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,074 | $350.0K | 0.14% | −1,312−20.5% | Reduced |
| Everpar Advisors LLC | 5,088 | $351.0K | 0.16% | −393−7.2% | Reduced |
| Southland Equity Partners LLC | 5,115 | $352.8K | 0.08% | +98+2.0% | Added |
| Sonora Investment Management Group, LLC | 5,147 | $355.1K | 0.03% | −2,087−28.8% | Reduced |
| Vista Private Wealth Partners. LLC | 5,162 | $356.1K | 0.11% | +1,403+37.3% | Added |
| MKT Advisors LLC | 5,151 | $358.4K | 0.14% | −14−0.3% | Reduced |
| Donaldson Capital Management, LLC | 5,202 | $358.8K | 0.01% | −74−1.4% | Reduced |
| Cito Capital Group, LLC | 5,200 | $359.0K | 0.12% | −65−1.2% | Reduced |
| North Star Investment Management Corp. | 5,225 | $360.4K | 0.03% | +6+0.1% | Added |
| Parkside Financial Bank & Trust | 5,227 | $360.6K | 0.04% | +123+2.4% | Added |
| Atlas Brown,Inc. | 5,263 | $363.1K | 0.12% | +370+7.6% | Added |
| Alpha Family Trust | 5,285 | $364.6K | 0.18% | +2,115+66.7% | Added |
| Great Valley Advisor Group, Inc. | 5,289 | $365.2K | 0.01% | −490−8.5% | Reduced |
| Boston Family Office LLC | 5,320 | $367.0K | 0.02% | −200−3.6% | Reduced |
| Wealth Watch Advisors, INC | 5,205 | $367.2K | 0.22% | +397+8.3% | Added |
| Aspire Growth Partners LLC | 5,329 | $367.6K | 0.30% | −358−6.3% | Reduced |
| Rockland Trust Co | 5,334 | $367.9K | 0.02% | 00.0% | Unchanged |