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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 7,185 | $495.6K | 0.02% | −537−7.0% | Reduced |
| Optimize Financial Inc | 7,196 | $496.4K | 0.30% | −50−0.7% | Reduced |
| Empire Financial Management Company, LLC | 7,198 | $496.6K | 0.14% | +1,957+37.3% | Added |
| Lawson Kroeker Investment Management Inc | 7,224 | $498.3K | 0.09% | −1,629−18.4% | Reduced |
| Brown Brothers Harriman & Co | 7,244 | $499.7K | 0.00% | +3,687+103.7% | Added |
| Waterloo Capital, L.P. | 7,266 | $501.2K | 0.04% | −808−10.0% | Reduced |
| Quarry LP | 7,269 | $501.4K | 0.12% | +6,548+908.2% | Added |
| Avestar Capital, LLC | 7,328 | $505.5K | 0.04% | +2,631+56.0% | Added |
| Diversified Trust Co | 7,370 | $508.4K | 0.01% | +3,018+69.3% | Added |
| Intrua Financial, LLC | 7,373 | $508.6K | 0.07% | −1,200−14.0% | Reduced |
| Stevens Capital Management LP | 7,407 | $511.0K | 0.14% | +7,407 | New |
| Koss-Olinger Consulting, LLC | 7,420 | $511.8K | 0.04% | −548−6.9% | Reduced |
| Camelot Portfolios, LLC | 7,422 | $512.0K | 0.31% | −176−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,425 | $512.1K | 0.03% | +47+0.6% | Added |
| Change Path, LLC | 7,471 | $515.3K | 0.01% | +693+10.2% | Added |
| Convergence Investment Partners, LLC | 7,501 | $517.4K | 0.13% | −308−3.9% | Reduced |
| Centennial Wealth Advisory LLC | 7,516 | $518.5K | 0.16% | +7,516 | New |
| Flputnam Investment Management Co | 7,521 | $518.8K | 0.01% | −1,483−16.5% | Reduced |
| Inscription Capital, LLC | 7,572 | $522.3K | 0.08% | +7,572 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,573 | $522.4K | 0.15% | +420+5.9% | Added |
| Bartlett & Co. Wealth Management LLC | 7,585 | $523.2K | 0.01% | −280−3.6% | Reduced |
| Beaton Management Co. Inc. | 7,641 | $527.0K | 0.26% | −656−7.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,671 | $529.1K | 0.06% | +81+1.1% | Added |
| Independence Bank of Kentucky | 7,674 | $529.4K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 7,686 | $530.2K | 0.02% | −646−7.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,714 | $532.1K | 0.06% | −667−8.0% | Reduced |
| Transatlantique Private Wealth LLC | 7,729 | $533.1K | 0.20% | −2,195−22.1% | Reduced |
| Axxcess Wealth Management, LLC | 7,737 | $533.7K | 0.01% | −2,519−24.6% | Reduced |
| Spire Wealth Management | 7,746 | $534.3K | 0.02% | −64,594−89.3% | Reduced |
| American State Bank (Iowa) | 7,758 | $535.1K | 0.30% | +208+2.8% | Added |
| Key Client Fiduciary Advisors, LLC | 7,791 | $537.5K | 0.22% | +695+9.8% | Added |
| Leo Wealth, LLC | 7,793 | $537.6K | 0.04% | +7,793 | New |
| Cozad Asset Management Inc | 7,830 | $538.7K | 0.05% | +1,500+23.7% | Added |
| Quotient Wealth Partners, LLC | 7,823 | $539.7K | 0.02% | +59+0.8% | Added |
| Crews Bank & Trust | 7,836 | $540.5K | 0.09% | −275−3.4% | Reduced |
| Verdence Capital Advisors LLC | 7,862 | $542.3K | 0.04% | −28−0.4% | Reduced |
| Leavell Investment Management, Inc. | 7,887 | $544.1K | 0.02% | +560+7.6% | Added |
| North Forty Two & Co. | 7,893 | $544.5K | 0.58% | 00.0% | Unchanged |
| Wealth Alliance | 7,911 | $545.7K | 0.06% | +89+1.1% | Added |
| Kovack Advisors, Inc. | 7,912 | $545.8K | 0.05% | −2,759−25.9% | Reduced |
| Conning Inc. | 7,929 | $546.9K | 0.02% | −325−3.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,997 | $551.6K | 0.10% | +9+0.1% | Added |
| WealthTrust Axiom LLC | 7,998 | $551.7K | 0.16% | −2,318−22.5% | Reduced |
| Hall Laurie J Trustee | 8,000 | $551.8K | 0.18% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,019 | $553.0K | 0.05% | +1,011+14.4% | Added |
| Naples Global Advisors, LLC | 8,025 | $553.6K | 0.05% | −694−8.0% | Reduced |
| Insigneo Advisory Services, LLC | 8,083 | $557.6K | 0.05% | +3,759+86.9% | Added |
| Strategic Investment Advisors | 8,124 | $558.6K | 0.05% | −342−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,149 | $562.0K | 0.08% | +8,149 | New |
| Silverlake Wealth Management LLC | 8,178 | $564.1K | 0.17% | −1,909−18.9% | Reduced |
| Impact Partnership Wealth, LLC | 8,306 | $573.0K | 0.11% | +8,306 | New |
| Pitcairn Co | 8,309 | $573.2K | 0.04% | −94−1.1% | Reduced |
| Garrison Point Advisors, LLC | 8,350 | $576.0K | 0.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,351 | $576.1K | 0.14% | −5,823−41.1% | Reduced |
| Lion Street Advisors, LLC | 8,363 | $576.9K | 0.17% | +40.0% | Added |
| LGT Group Foundation | 8,370 | $577.4K | 0.01% | −325−3.7% | Reduced |
| Simplicity Wealth,LLC | 8,396 | $579.2K | 0.02% | +8,396 | New |
| Parallel Advisors, LLC | 8,430 | $581.5K | 0.01% | −1,895−18.4% | Reduced |
| Wellington Capital Management, Inc. | 7,198 | $583.0K | 0.88% | +7,198 | New |
| Benin Management CORP | 8,528 | $588.2K | 0.15% | −4,837−36.2% | Reduced |
| Mayflower Financial Advisors, LLC | 8,530 | $588.4K | 0.08% | +23+0.3% | Added |
| Geneos Wealth Management Inc. | 8,550 | $589.8K | 0.01% | +2,642+44.7% | Added |
| Coastal Bridge Advisors, LLC | 8,585 | $592.2K | 0.05% | +8,585 | New |
| Boltwood Capital Management | 8,610 | $593.9K | 0.17% | −60−0.7% | Reduced |
| St. Johns Investment Management Company, LLC | 8,665 | $597.7K | 0.27% | −735−7.8% | Reduced |
| United Asset Strategies, Inc. | 8,698 | $600.0K | 0.05% | −233−2.6% | Reduced |
| Investment House LLC | 8,715 | $601.2K | 0.03% | +500+6.1% | Added |
| Adirondack Trust Co | 8,722 | $601.5K | 0.22% | −319−3.5% | Reduced |
| Chicago Trust Co NA | 8,785 | $606.0K | 0.09% | −2,175−19.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,883 | $612.7K | 0.17% | +46+0.5% | Added |
| Pettee Investors, Inc. | 8,890 | $613.2K | 0.37% | −3,135−26.1% | Reduced |
| Spinnaker Trust | 8,917 | $615.1K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 8,919 | $615.2K | 0.01% | −1,000−10.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,973 | $619.0K | 0.01% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 8,989 | $620.1K | 0.25% | +465+5.5% | Added |
| Smith, Salley & Associates | 9,002 | $620.9K | 0.04% | +275+3.2% | Added |
| Persium Advisors, LLC | 9,010 | $621.5K | 0.51% | +785+9.5% | Added |
| Catalytic Wealth RIA, LLC | 9,053 | $624.5K | 0.05% | +2,312+34.3% | Added |
| Newman Dignan & Sheerar, Inc. | 9,064 | $625.3K | 0.14% | −295−3.2% | Reduced |
| Raiffeisen Bank International AG | 9,432 | $626.0K | 0.01% | −339−3.5% | Reduced |
| Cove Private Wealth, LLC | 9,104 | $628.0K | 0.22% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9,129 | $629.8K | 0.02% | −286−3.0% | Reduced |
| Level Four Advisory Services, LLC | 9,170 | $632.6K | 0.02% | −137,431−93.7% | Reduced |
| Essex LLC | 9,281 | $640.2K | 0.13% | +4,787+106.5% | Added |
| First National Bank & Trust Co of Newtown | 9,297 | $641.2K | 0.13% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 9,318 | $642.8K | 0.30% | −397−4.1% | Reduced |
| Mma Asset Management LLC | 9,333 | $643.8K | 0.25% | −986−9.6% | Reduced |
| Foundations Investment Advisors, LLC | 9,333 | $643.8K | 0.01% | +1,096+13.3% | Added |
| Family Legacy, Inc. | 9,360 | $645.6K | 0.21% | −15−0.2% | Reduced |
| Hancock Whitney Corp | 9,437 | $651.0K | 0.01% | +828+9.6% | Added |
| Sava Infond d.o.o. | 9,450 | $651.9K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9,478 | $653.8K | 0.04% | +2,230+30.8% | Added |
| Grimes & Company, Inc. | 9,537 | $657.9K | 0.02% | +519+5.8% | Added |
| Confluence Wealth Services, Inc. | 9,541 | $658.1K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 9,541 | $658.2K | 0.22% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9,548 | $658.6K | 0.10% | +5,487+135.1% | Added |
| FineMark National Bank & Trust | 9,576 | $660.6K | 0.02% | +157+1.7% | Added |
| FSM Wealth Advisors, LLC | 9,914 | $661.1K | 0.11% | +9,914 | New |
| Texas Bank & Trust Co | 9,603 | $662.4K | 0.26% | −593−5.8% | Reduced |
| Leigh Baldwin & Co., LLC | 9,653 | $665.9K | 0.44% | +3,105+47.4% | Added |