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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 9,833 | $666.2K | 0.48% | +988+11.2% | Added |
| Summit Financial Wealth Advisors, LLC | 9,680 | $667.7K | 0.12% | −723−6.9% | Reduced |
| BCU Wealth Advisors, LLC | 9,694 | $668.7K | 0.30% | −451−4.4% | Reduced |
| Aurdan Capital Management, LLC | 9,700 | $669.1K | 0.23% | −940−8.8% | Reduced |
| SPC Financial, Inc. | 9,747 | $672.3K | 0.06% | +622+6.8% | Added |
| MONECO Advisors, LLC | 9,748 | $672.4K | 0.06% | −220−2.2% | Reduced |
| Glenview Trust Co | 9,757 | $673.0K | 0.01% | −10,028−50.7% | Reduced |
| San Luis Wealth Advisors LLC | 9,767 | $674.0K | 0.14% | +9,767 | New |
| Triangle Securities Wealth Management | 9,798 | $675.9K | 0.17% | −65−0.7% | Reduced |
| NCM Capital Management, LLC | 9,825 | $677.7K | 0.28% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,831 | $678.1K | 0.01% | −290−2.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,882 | $681.3K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 9,880 | $681.5K | 0.24% | +6,890+230.4% | Added |
| Wealthcare Advisory Partners LLC | 9,882 | $681.7K | 0.02% | −102−1.0% | Reduced |
| FIL Ltd | 9,919 | $684.2K | 0.00% | −90,935−90.2% | Reduced |
| Altfest L J & Co Inc | 9,944 | $685.9K | 0.08% | +9,944 | New |
| Eastern Bank | 9,973 | $687.9K | 0.01% | −1,343−11.9% | Reduced |
| Graypoint LLC | 9,973 | $687.9K | 0.04% | −25−0.3% | Reduced |
| Heritage Investors Management Corp | 9,972 | $688.0K | 0.02% | −2,300−18.7% | Reduced |
| Jane Street Group, LLC | 9,995 | $689.5K | 0.00% | −730,274−98.6% | Reduced |
| IPG Investment Advisors LLC | 10,000 | $689.8K | 0.13% | +10,000 | New |
| Steadtrust LLC | 10,000 | $689.8K | 0.54% | +10,000 | New |
| Venture Visionary Partners LLC | 10,016 | $690.9K | 0.03% | +30.0% | Added |
| Moneta Group Investment Advisors LLC | 10,158 | $700.7K | 0.01% | +1,634+19.2% | Added |
| Meridian Wealth Management, LLC | 10,200 | $703.6K | 0.03% | −715−6.6% | Reduced |
| Michels Family Financial, LLC | 10,233 | $705.9K | 0.60% | −100−1.0% | Reduced |
| Rehmann Capital Advisory Group | 10,233 | $705.9K | 0.04% | −10,194−49.9% | Reduced |
| Pathway Financial Advisers, LLC | 10,237 | $706.1K | 0.23% | +222+2.2% | Added |
| Albert D Mason Inc | 10,239 | $706.3K | 0.51% | +79+0.8% | Added |
| Anchor Investment Management, LLC | 10,261 | $707.8K | 0.06% | −196−1.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,316 | $711.0K | 0.20% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 10,349 | $713.9K | 0.66% | −85−0.8% | Reduced |
| JB Capital LLC | 10,365 | $715.0K | 0.03% | −48−0.5% | Reduced |
| Sierra Capital LLC | 10,378 | $716.0K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,410 | $718.0K | 0.05% | +2,670+34.5% | Added |
| Traub Capital Management LLC | 10,464 | $721.8K | 0.67% | +10,464 | New |
| V-Square Quantitative Management LLC | 10,475 | $722.6K | 0.10% | −6,605−38.7% | Reduced |
| Turtle Creek Asset Management Inc. | 10,500 | $724.3K | 0.02% | −1,687,941−99.4% | Reduced |
| Frank, Rimerman Advisors LLC | 10,501 | $724.4K | 0.05% | −2,988−22.2% | Reduced |
| Dimension Capital Management LLC | 10,507 | $724.8K | 0.11% | +116+1.1% | Added |
| Thrive Capital Management, LLC | 10,512 | $725.1K | 0.23% | +10,512 | New |
| Founders Financial Alliance, LLC | 10,554 | $728.0K | 0.17% | +14+0.1% | Added |
| Buckingham Strategic Partners | 10,613 | $731.6K | 0.01% | −3,575−25.2% | Reduced |
| Mount Lucas Management LP | 10,607 | $731.7K | 0.35% | +10,607 | New |
| Pflug Koory, LLC | 10,643 | $734.2K | 0.37% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 10,654 | $734.9K | 0.01% | +180+1.7% | Added |
| St. Louis Financial Planners Asset Management, LLC | 10,735 | $740.6K | 0.56% | +10,735 | New |
| Banco Santander, S.A. | 10,749 | $741.5K | 0.01% | −16,777−60.9% | Reduced |
| Brighton Jones LLC | 10,795 | $744.6K | 0.02% | +1,671+18.3% | Added |
| Generali Investments, Management Co LLC | 10,854 | $747.7K | 0.17% | +5,873+117.9% | Added |
| Intrust Bank NA | 10,868 | $749.7K | 0.07% | +1,308+13.7% | Added |
| Fifth Third Wealth Advisors LLC | 10,869 | $749.7K | 0.03% | −1,709−13.6% | Reduced |
| Personal Cfo Solutions, LLC | 10,884 | $750.8K | 0.14% | −252−2.3% | Reduced |
| Cary Street Partners Financial LLC | 10,928 | $753.8K | 0.02% | −1,338−10.9% | Reduced |
| Herold Advisors, Inc. | 10,976 | $757.1K | 0.16% | −714−6.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 11,016 | $759.9K | 0.61% | −6,250−36.2% | Reduced |
| WESPAC Advisors, LLC | 11,063 | $763.1K | 0.53% | +11,063 | New |
| Broadwater Capital Management LLC | 773,266 | $773.3K | 0.60% | +762,056+6,798.0% | Added |
| Smith, Moore & Co. | 11,226 | $774.3K | 0.06% | −622−5.2% | Reduced |
| Hartford Financial Management Inc. | 11,242 | $775.5K | 0.21% | −927−7.6% | Reduced |
| Sigma Planning Corp | 11,296 | $779.2K | 0.02% | −4,786−29.8% | Reduced |
| Widmann Financial Services, Inc. | 11,311 | $780.3K | 0.54% | −85−0.7% | Reduced |
| CSS LLC | 11,331 | $781.6K | 0.05% | −6,581−36.7% | Reduced |
| Montag A & Associates Inc | 11,340 | $782.2K | 0.04% | −300−2.6% | Reduced |
| Mendel Money Management | 11,367 | $784.1K | 0.35% | +250+2.2% | Added |
| Meridian Investment Counsel Inc. | 11,384 | $785.3K | 0.21% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 11,385 | $785.3K | 0.04% | −1,027−8.3% | Reduced |
| Focus Financial Network, Inc. | 11,438 | $789.0K | 0.03% | +357+3.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $793.3K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,551 | $796.8K | 0.03% | −2,318−16.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,561 | $797.5K | 0.18% | +1,753+17.9% | Added |
| 1st Source Bank | 11,580 | $798.8K | 0.04% | +491+4.4% | Added |
| PKS Advisory Services, LLC | 11,949 | $801.2K | 0.20% | +11,949 | New |
| Eads & Heald Wealth Management | 11,660 | $804.0K | 0.40% | +548+4.9% | Added |
| TriaGen Wealth Management LLC | 11,682 | $805.8K | 0.24% | +56+0.5% | Added |
| Northstar Group, Inc. | 11,690 | $806.4K | 0.12% | +14+0.1% | Added |
| Cohen Klingenstein LLC | 11,700 | $807.1K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,704 | $807.3K | 0.14% | +2,282+24.2% | Added |
| Addison Capital Co | 11,732 | $809.3K | 0.28% | −219−1.8% | Reduced |
| Wedmont Private Capital | 12,191 | $812.7K | 0.03% | +1,081+9.7% | Added |
| Curat Global, LLC | 11,800 | $814.0K | 0.78% | +240+2.1% | Added |
| Private Trust Co NA | 11,832 | $816.2K | 0.08% | +45+0.4% | Added |
| Cullen Investment Group, Ltd. | 11,873 | $819.0K | 0.12% | −4,724−28.5% | Reduced |
| Means Investment Co., Inc. | 11,879 | $819.4K | 0.08% | +7,702+184.4% | Added |
| Whittier Trust Co | 11,902 | $820.9K | 0.01% | −1,089−8.4% | Reduced |
| MMBG Investment Advisors Co. | 11,955 | $824.7K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,984 | $826.6K | 0.02% | −2,253−15.8% | Reduced |
| Novem Group | 11,994 | $827.3K | 0.11% | +206+1.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $827.8K | 0.23% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,015 | $828.8K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,053 | $831.7K | 0.11% | +1,195+11.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 12,146 | $837.8K | 0.19% | +12,146 | New |
| Cetera Trust Company, N.A | 12,268 | $846.2K | 0.51% | +725+6.3% | Added |
| IHT Wealth Management, LLC | 12,299 | $848.4K | 0.02% | +753+6.5% | Added |
| Copperwynd Financial, LLC | 12,316 | $849.6K | 0.21% | −55−0.4% | Reduced |
| Aaron Wealth Advisors | 12,348 | $851.8K | 0.09% | +1,448+13.3% | Added |
| Cigna Investments Inc | 12,381 | $854.0K | 0.15% | −357−2.8% | Reduced |
| Empower Advisory Group, LLC | 12,387 | $854.4K | 0.00% | +5,897+90.9% | Added |
| Ashton Thomas Private Wealth, LLC | 12,438 | $858.0K | 0.03% | +3,057+32.6% | Added |
| Diversify Wealth Management, LLC | 13,110 | $858.9K | 0.05% | −164−1.2% | Reduced |