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 |
|---|---|---|---|---|---|
| Abacus Planning Group, Inc. | 5,360 | $369.7K | 0.05% | −653−10.9% | Reduced |
| Carson Advisory Inc. | 5,367 | $370.2K | 0.24% | −600−10.1% | Reduced |
| Kera Capital Partners, Inc. | 5,384 | $371.4K | 0.07% | +5,384 | New |
| Grandview Asset Management LLC | 5,400 | $372.0K | 0.12% | −1,000−15.6% | Reduced |
| Root Financial Partners, LLC | 5,419 | $373.8K | 0.04% | +362+7.2% | Added |
| Allen Capital Group, LLC | 5,420 | $373.9K | 0.04% | −23−0.4% | Reduced |
| Tower Bridge Advisors | 5,452 | $376.1K | 0.04% | 00.0% | Unchanged |
| Meridian Financial, LLC | 5,457 | $376.4K | 0.24% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,487 | $378.5K | 0.04% | +5,487 | New |
| Savvy Advisors, Inc. | 5,493 | $378.9K | 0.03% | +2,001+57.3% | Added |
| Basepoint Wealth LLC | 5,506 | $379.8K | 0.29% | −162−2.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,510 | $380.1K | 0.04% | +27+0.5% | Added |
| Barrett & Company, Inc. | 5,550 | $382.9K | 0.14% | +3+0.1% | Added |
| Vision Financial Markets LLC | 5,574 | $384.4K | 0.36% | +20.0% | Added |
| AlphaStar Capital Management, LLC | 5,577 | $384.7K | 0.03% | +5,577 | New |
| CWA Asset Management Group, LLC | 5,619 | $387.6K | 0.02% | +212+3.9% | Added |
| Armis Advisers, LLC | 5,985 | $387.7K | 0.03% | +5,985 | New |
| Sheets Smith Wealth Management | 5,623 | $387.8K | 0.05% | −11,800−67.7% | Reduced |
| OneAscent Financial Services LLC | 5,605 | $388.0K | 0.03% | −6,083−52.0% | Reduced |
| Amara Financial, LLC. | 5,632 | $388.5K | 0.34% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,639 | $389.0K | 0.06% | −155−2.7% | Reduced |
| Auto-Owners Insurance Co | 5,657 | $390.2K | 0.01% | +1,757+45.1% | Added |
| Symmetry Partners, LLC | 5,685 | $392.2K | 0.05% | −751−11.7% | Reduced |
| BCS Private Wealth Management, Inc. | 5,702 | $393.0K | 0.15% | +5,702 | New |
| CVA Family Office, LLC | 5,756 | $397.0K | 0.06% | +420+7.9% | Added |
| Blueshift Asset Management, LLC | 5,769 | $397.9K | 0.12% | +5,769 | New |
| Truvestments Capital LLC | 5,770 | $398.0K | 0.08% | +9+0.2% | Added |
| Birchbrook, Inc. | 5,795 | $399.7K | 0.21% | +288+5.2% | Added |
| RFG Advisory, LLC | 5,798 | $399.9K | 0.01% | −2,186−27.4% | Reduced |
| Teza Capital Management LLC | 5,832 | $402.3K | 0.30% | +5,832 | New |
| PSI Advisors, LLC | 5,861 | $404.3K | 0.20% | −2,728−31.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,875 | $405.3K | 0.02% | −1,427−19.5% | Reduced |
| Partners in Financial Planning | 5,888 | $406.2K | 0.07% | −18−0.3% | Reduced |
| Boothbay Fund Management, LLC | 5,896 | $406.7K | 0.01% | +5,896 | New |
| Rahlfs Capital, LLC | 5,930 | $409.1K | 0.37% | 00.0% | Unchanged |
| Rexford Capital Inc | 5,943 | $409.9K | 0.34% | +5,943 | New |
| Bull Street Advisors, LLC | 5,938 | $410.0K | 0.20% | −150−2.5% | Reduced |
| Efficient Advisors, LLC | 5,999 | $413.8K | 0.02% | +5,999 | New |
| St. Clair Advisors, LLC | 6,000 | $413.9K | 0.11% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 6,000 | $413.9K | 0.36% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 6,022 | $415.4K | 0.07% | +6,022 | New |
| Marino, Stram & Associates LLC | 6,042 | $416.7K | 0.08% | +33+0.5% | Added |
| Quest Partners LLC | 6,057 | $417.8K | 0.04% | +2,259+59.5% | Added |
| Regal Investment Advisors LLC | 6,062 | $418.1K | 0.03% | −443−6.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,065 | $418.4K | 0.08% | +1,421+30.6% | Added |
| Avidian Wealth Solutions, LLC | 6,071 | $418.8K | 0.02% | +3,038+100.2% | Added |
| Ballentine Partners, LLC | 6,075 | $419.1K | 0.01% | −2,182−26.4% | Reduced |
| Beacon Financial Group | 6,088 | $419.9K | 0.04% | −190−3.0% | Reduced |
| Ancora Advisors, LLC | 6,104 | $421.1K | 0.01% | −1,809−22.9% | Reduced |
| Octavia Wealth Advisors, LLC | 6,138 | $423.4K | 0.05% | −61−1.0% | Reduced |
| Charles Schwab Trust Co | 6,156 | $424.6K | 0.03% | +100+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 6,190 | $427.0K | 0.01% | +444+7.7% | Added |
| Dixon Fnancial Services, Inc. | 6,192 | $427.1K | 0.22% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 6,228 | $429.6K | 0.04% | +53+0.9% | Added |
| Baader Bank INC | 6,253 | $429.6K | 0.04% | +2,411+62.8% | Added |
| Dumont & Blake Investment Advisors LLC | 6,238 | $430.3K | 0.11% | −125−2.0% | Reduced |
| Pines Wealth Management, LLC | 6,387 | $430.7K | 0.15% | +1,367+27.2% | Added |
| Skopos Labs, Inc. | 6,253 | $431.3K | 0.06% | +1,596+34.3% | Added |
| YHB Investment Advisors, Inc. | 6,260 | $431.8K | 0.03% | −700−10.1% | Reduced |
| Money Concepts Capital Corp | 6,266 | $432.3K | 0.03% | +514+8.9% | Added |
| Addison Advisors LLC | 6,267 | $432.3K | 0.11% | +88+1.4% | Added |
| Edgestream Partners, L.P. | 6,268 | $432.4K | 0.01% | +6,268 | New |
| Optas, LLC | 6,284 | $433.5K | 0.08% | +6,284 | New |
| Crescent Grove Advisors, LLC | 6,306 | $435.0K | 0.04% | +30+0.5% | Added |
| Whalerock Point Partners, LLC | 6,355 | $438.4K | 0.09% | +300+5.0% | Added |
| Vestmark Advisory Solutions, Inc. | 6,370 | $439.4K | 0.01% | +2,091+48.9% | Added |
| Integrity Alliance, LLC. | 6,373 | $439.6K | 0.02% | −6,420−50.2% | Reduced |
| Checchi Capital Advisers, LLC | 6,374 | $439.7K | 0.03% | −843−11.7% | Reduced |
| Private Wealth Asset Management, LLC | 6,376 | $439.8K | 0.06% | −482−7.0% | Reduced |
| Midland Wealth Advisors LLC | 6,440 | $444.2K | 0.02% | −3,343−34.2% | Reduced |
| Zions Bancorporation, National Association | 6,467 | $446.1K | 0.02% | +210+3.4% | Added |
| Athena Investment Management | 6,489 | $447.6K | 0.25% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 6,500 | $448.4K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 6,510 | $449.0K | 0.04% | +6,510 | New |
| Syverson Strege & Co | 6,521 | $449.8K | 0.11% | +6,521 | New |
| Pure Financial Advisors, Inc. | 6,529 | $450.3K | 0.01% | +3,516+116.7% | Added |
| Severin Investments, LLC | 6,577 | $453.7K | 0.43% | +61+0.9% | Added |
| Columbia Asset Management | 6,598 | $455.2K | 0.09% | 00.0% | Unchanged |
| Busey Wealth Management | 6,677 | $460.6K | 0.01% | −1,865−21.8% | Reduced |
| Alta Advisers Ltd | 6,712 | $463.0K | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,713 | $463.0K | 0.00% | −120−1.8% | Reduced |
| First Nebraska Trust Co | 6,736 | $464.6K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,740 | $464.9K | 0.02% | −599−8.2% | Reduced |
| Worth Financial Advisory Group, LLC | 6,740 | $464.9K | 0.29% | +272+4.2% | Added |
| Beacon Investment Advisors LLC | 6,808 | $466.3K | 0.20% | −5,200−43.3% | Reduced |
| Fayez Sarofim & Co | 6,773 | $467.2K | 0.00% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 6,784 | $468.0K | 0.15% | +6,784 | New |
| Procyon Private Wealth Partners, LLC | 6,839 | $471.7K | 0.04% | −23,643−77.6% | Reduced |
| Bridgefront Capital, LLC | 6,847 | $472.3K | 0.13% | +6,847 | New |
| Webster Bank, N. A. | 6,871 | $474.0K | 0.05% | −1,511−18.0% | Reduced |
| Williams Financial, LLC | 6,923 | $477.5K | 0.52% | +167+2.5% | Added |
| Koshinski Asset Management, Inc. | 6,933 | $478.2K | 0.04% | +2,003+40.6% | Added |
| Wilson & Boucher Capital Management, LLC | 6,950 | $479.4K | 0.33% | −200−2.8% | Reduced |
| Prasad Wealth Partners, LLC | 6,967 | $480.6K | 0.14% | +105+1.5% | Added |
| Atalanta Sosnoff Capital, LLC | 6,970 | $480.8K | 0.01% | +128+1.9% | Added |
| Icon Wealth Advisors, LLC | 7,001 | $483.0K | 0.03% | −191−2.7% | Reduced |
| M.E. Allison & Co., Inc. | 7,023 | $484.5K | 0.39% | 00.0% | Unchanged |
| Somerville Kurt F | 7,088 | $488.9K | 0.08% | −1,780−20.1% | Reduced |
| SeaCrest Wealth Management, LLC | 7,100 | $489.7K | 0.05% | −1,036−12.7% | Reduced |
| Wellington Shields Capital Management, LLC | 7,153 | $493.4K | 0.08% | +250+3.6% | Added |