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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 48,514 | $3.35M | 0.62% | −869−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 47,730 | $3.29M | 0.02% | +2,825+6.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 47,681 | $3.29M | 0.17% | +1,005+2.2% | Added |
| Cullinan Associates Inc | 47,467 | $3.27M | 0.22% | +3,008+6.8% | Added |
| Simplify Asset Management Inc. | 46,966 | $3.24M | 0.20% | +37,861+415.8% | Added |
| Vision Capital Management, Inc. | 46,459 | $3.20M | 0.42% | +2,539+5.8% | Added |
| MAI Capital Management | 46,117 | $3.18M | 0.02% | −373−0.8% | Reduced |
| Nebula Research & Development LLC | 45,813 | $3.16M | 0.27% | +1,400+3.2% | Added |
| Omers Administration Corp | 45,753 | $3.16M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 45,628 | $3.15M | 0.04% | +25,767+129.7% | Added |
| Waycross Partners, LLC | 45,000 | $3.10M | 0.29% | +45,000 | New |
| Advisory Services Network, LLC | 49,818 | $3.09M | 0.05% | +1,570+3.3% | Added |
| Erste Asset Management GmbH | 45,105 | $3.09M | 0.03% | +31,127+222.7% | Added |
| Park Avenue Securities LLC | 44,641 | $3.08M | 0.03% | +18,751+72.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 44,497 | $3.07M | 0.09% | +25,892+139.2% | Added |
| Resources Management Corp | 44,331 | $3.06M | 0.42% | −15,444−25.8% | Reduced |
| Cheviot Value Management, LLC | 46,135 | $3.02M | 0.35% | −3,172−6.4% | Reduced |
| Lido Advisors, LLC | 43,133 | $2.98M | 0.02% | +11,181+35.0% | Added |
| Exencial Wealth Advisors, LLC | 43,062 | $2.97M | 0.10% | −1,742−3.9% | Reduced |
| South State Corp. | 42,714 | $2.95M | 0.13% | −4,588−9.7% | Reduced |
| Wesbanco Bank Inc | 42,352 | $2.92M | 0.09% | −4,707−10.0% | Reduced |
| Argent Trust Co | 42,328 | $2.92M | 0.11% | +390+0.9% | Added |
| Arkadios Wealth Advisors | 42,258 | $2.91M | 0.09% | +1,351+3.3% | Added |
| Morton Community Bank | 41,968 | $2.89M | 0.72% | +2,065+5.2% | Added |
| NBT Bank N A | 41,874 | $2.89M | 0.20% | −3,001−6.7% | Reduced |
| Heritage Trust Co | 41,766 | $2.88M | 0.33% | +5,467+15.1% | Added |
| Davenport & Co LLC | 41,756 | $2.88M | 0.02% | −2,364−5.4% | Reduced |
| Leuthold Group, LLC | 41,140 | $2.84M | 0.34% | +41,140 | New |
| Tokio Marine Asset Management Co Ltd | 41,007 | $2.83M | 0.11% | +2,603+6.8% | Added |
| Excalibur Management Corp | 40,826 | $2.82M | 1.06% | −1,164−2.8% | Reduced |
| Trust Co of Vermont | 40,822 | $2.82M | 0.13% | −2,823−6.5% | Reduced |
| First Citizens Bank & Trust Co | 40,740 | $2.81M | 0.05% | +29,107+250.2% | Added |
| Woodstock Corp | 40,702 | $2.81M | 0.26% | −1,650−3.9% | Reduced |
| Modera Wealth Management, LLC | 40,685 | $2.81M | 0.03% | −2,028−4.7% | Reduced |
| Plato Investment Management Ltd | 40,742 | $2.80M | 0.21% | +89+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,355 | $2.78M | 0.04% | +256+0.6% | Added |
| United Capital Financial Advisers, LLC | 40,202 | $2.77M | 0.02% | −13,677−25.4% | Reduced |
| Kestra Private Wealth Services, LLC | 40,151 | $2.77M | 0.04% | +1,890+4.9% | Added |
| Boston Partners | 48,195 | $2.76M | 0.00% | +48,195 | New |
| Ahl Investment Management, Inc. | 39,762 | $2.74M | 1.83% | −298−0.7% | Reduced |
| Merit Financial Group, LLC | 39,516 | $2.73M | 0.03% | −3,137−7.4% | Reduced |
| Paralel Advisors LLC | 39,433 | $2.72M | 0.11% | +39,433 | New |
| Exeter Financial, LLC | 39,191 | $2.70M | 1.20% | −2,883−6.9% | Reduced |
| Vestcor Inc | 39,008 | $2.69M | 0.08% | +15,171+63.6% | Added |
| GF Fund Management Co. Ltd. | 38,693 | $2.67M | 0.05% | +6,513+20.2% | Added |
| Beta Wealth Group, Inc. | 38,315 | $2.64M | 0.97% | +487+1.3% | Added |
| Manske Wealth Management | 38,303 | $2.64M | 0.87% | +5,213+15.8% | Added |
| DRW Securities, LLC | 38,090 | $2.63M | 0.18% | +38,090 | New |
| Jarislowsky, Fraser Ltd | 38,080 | $2.63M | 0.02% | −315−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 37,935 | $2.62M | 0.06% | +37,935 | New |
| Summit Trail Advisors, LLC | 37,854 | $2.61M | 0.04% | +37,854 | New |
| Kayne Anderson Rudnick Investment Management LLC | 37,621 | $2.60M | 0.01% | −5,817−13.4% | Reduced |
| Canandaigua National Bank & Trust Co | 37,612 | $2.59M | 0.24% | −1,815−4.6% | Reduced |
| Inlight Wealth Management, LLC | 37,387 | $2.58M | 1.33% | −2,269−5.7% | Reduced |
| Uncommon Cents Investing LLC | 37,345 | $2.58M | 0.69% | +1,406+3.9% | Added |
| Sowell Financial Services LLC | 37,220 | $2.57M | 0.10% | +13,697+58.2% | Added |
| Neumann Capital Management, LLC | 36,951 | $2.55M | 0.80% | 00.0% | Unchanged |
| First Manhattan Co | 36,809 | $2.54M | 0.01% | −3,006−7.5% | Reduced |
| Dynamic Advisor Solutions LLC | 36,795 | $2.54M | 0.08% | −218−0.6% | Reduced |
| Entropy Technologies, LP | 36,699 | $2.53M | 0.20% | +36,699 | New |
| Everence Capital Management Inc | 36,604 | $2.52M | 0.16% | +2,410+7.0% | Added |
| apricus wealth, LLC | 36,500 | $2.52M | 1.46% | +135+0.4% | Added |
| Commerce Bank | 36,447 | $2.51M | 0.01% | −506−1.4% | Reduced |
| 44 Wealth Management LLC | 36,362 | $2.51M | 0.89% | −697−1.9% | Reduced |
| Orca Investment Management, LLC | 35,774 | $2.47M | 2.23% | −3,019−7.8% | Reduced |
| Savant Capital, LLC | 35,770 | $2.47M | 0.02% | +5,642+18.7% | Added |
| TownSquare Capital, LLC | 35,722 | $2.46M | 0.24% | −183,776−83.7% | Reduced |
| Radnor Capital Management, LLC | 35,700 | $2.46M | 0.39% | −180−0.5% | Reduced |
| Fulton Bank, N.A. | 35,375 | $2.44M | 0.09% | −2,428−6.4% | Reduced |
| Norden Group LLC | 35,114 | $2.42M | 0.26% | +1,010+3.0% | Added |
| Culbertson A N & Co Inc | 34,991 | $2.41M | 0.37% | −629−1.8% | Reduced |
| Stock Yards Bank & Trust Co | 34,955 | $2.41M | 0.08% | +8,716+33.2% | Added |
| Cidel Asset Management Inc | 34,883 | $2.41M | 0.14% | +320+0.9% | Added |
| Trust Co of Toledo NA | 34,620 | $2.39M | 0.26% | −871−2.5% | Reduced |
| Independence Asset Advisors, LLC | 34,478 | $2.38M | 1.48% | +34,478 | New |
| Apollon Wealth Management, LLC | 34,334 | $2.37M | 0.05% | −747−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 34,314 | $2.37M | 0.16% | −2,378−6.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 34,285 | $2.36M | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 34,127 | $2.35M | 0.06% | −55,139−61.8% | Reduced |
| Concord Wealth Partners | 34,078 | $2.35M | 0.34% | +33,152+3,580.1% | Added |
| Concord Asset Management, LLC | 34,078 | $2.35M | 0.35% | +34,078 | New |
| Patrick M Sweeney & Associates, Inc | 34,793 | $2.35M | 1.61% | −545−1.5% | Reduced |
| Cornerstone Advisors, LLC | 33,800 | $2.33M | 0.08% | +4,500+15.4% | Added |
| Pensionmark Financial Group, LLC | 33,396 | $2.30M | 0.05% | +1,770+5.6% | Added |
| Ethic Inc. | 33,551 | $2.30M | 0.04% | +505+1.5% | Added |
| PKO Investment Management Joint-Stock Co | 33,300 | $2.30M | 0.25% | +3,000+9.9% | Added |
| Robinson Value Management, Ltd. | 33,007 | $2.28M | 1.43% | −76−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 33,000 | $2.28M | 0.29% | +500+1.5% | Added |
| NewEdge Wealth, LLC | 35,754 | $2.27M | 0.04% | +20,983+142.1% | Added |
| J. W. Coons Advisors, LLC | 32,935 | $2.27M | 0.51% | −320−1.0% | Reduced |
| Dark Forest Capital Management LP | 32,907 | $2.27M | 0.09% | +8,525+35.0% | Added |
| HB Wealth Management, LLC | 32,876 | $2.27M | 0.02% | −17−0.1% | Reduced |
| Benedict Financial Advisors Inc | 32,838 | $2.27M | 0.51% | −24−0.1% | Reduced |
| StoneX Group Inc. | 32,265 | $2.23M | 0.11% | +1,176+3.8% | Added |
| Principal Securities, Inc. | 31,867 | $2.20M | 0.04% | +3,862+13.8% | Added |
| Integrated Wealth Concepts LLC | 31,756 | $2.19M | 0.02% | +4,625+17.0% | Added |
| Moloney Securities Asset Management, LLC | 31,677 | $2.19M | 0.27% | −1,161−3.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 31,659 | $2.18M | 1.12% | −368−1.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.17M | 0.50% | +31,500 | New |
| Mystic Asset Management, Inc. | 31,450 | $2.17M | 0.52% | +312+1.0% | Added |