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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.

Q3 2025 vs. Q2 2025

How the institutions holding CVS Health Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CVS: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,760271,838+105
Shares1.10B21.6M1.09B+18.2M (+1.7%)
Value$75.6B$1.49B$82.5B+$8.36B (+11.3%)

27 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (213)

Institutions that held CVS Health Corp at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 213 by value.

Institutions new to CVS in Q3 2025
InstitutionSharesValue% of portfolio
8 Knots Management, LLC1,174,797$88.6M10.02%
AXA Investment Managers S.A.541,483$40.8M0.11%
Braidwell LP438,600$33.1M0.98%
Point72 Asset Management, L.P.426,087$32.1M0.07%
Andra AP-fonden370,800$28.0M0.36%
Armistice Capital, LLC291,819$22.0M0.69%
Twin Tree Management, LP273,208$20.6M0.96%
Rakuten Investment Management, Inc.40,704$19.9M0.08%
Payden & Rygel261,500$19.7M1.66%
Owl Creek Asset Management, L.P.259,059$19.5M2.22%
Credit Agricole S A235,330$17.7M0.06%
Parsifal Capital Management, LP182,300$13.7M1.28%
CIBC Bancorp USA Inc.174,866$13.2M0.08%
Capitolis Liquid Global Markets LLC150,000$11.3M0.09%
Varenne Capital Partners131,950$9.95M2.10%
Adams Diversified Equity Fund, Inc.127,500$9.61M0.32%
Coronation Fund Managers Ltd.110,183$8.31M0.43%
Oliver Luxxe Assets LLC88,999$6.71M1.06%
Genus Capital Management Inc.64,600$4.87M0.57%
Shorepoint Capital Partners LLC62,292$4.70M0.93%
Global Wealth Management Investment Advisory, Inc.60,937$4.59M0.77%
Fred Alger Management, LLC55,112$4.15M0.02%
Pinebridge Investments, L.P.52,593$3.96M0.03%
CAPROCK Group, Inc.53,202$3.89M0.10%
Persistent Asset Partners Ltd51,542$3.89M2.81%
Simplex Trading, LLC48,791$3.68M0.08%
Allstate Corp46,721$3.52M0.08%
Jain Global LLC45,639$3.44M0.04%
Fieldview Capital Management, LLC45,109$3.40M0.56%
Exome Asset Management LLC43,600$3.29M2.17%
ABLE Financial Group, LLC41,227$3.11M0.67%
Econ Financial Services Corp33,738$2.54M1.27%
Banco BTG Pactual S.A.26,287$1.98M0.29%
Blackstone Group Inc.23,247$1.75M0.01%
Arjuna Capital20,936$1.58M0.39%
Tema ETFs LLC20,683$1.56M0.13%
Jump Financial, LLC19,717$1.49M0.02%
Readystate Asset Management LP18,966$1.43M0.07%
Tounjian Advisory Partners, LLC16,936$1.28M0.43%
111 Capital14,952$1.13M0.21%
IMC-Chicago, LLC14,840$1.12M0.02%
Jefferies Financial Group Inc.14,750$1.11M0.01%
Highview Capital Management LLC13,956$1.05M0.39%
Bamco Inc13,000$980.1K0.00%
Wolverine Trading, LLC12,206$922.4K0.02%
Capstone Investment Advisors, LLC12,220$921.3K0.01%
Stoneridge Investment Partners LLC10,263$774.0K0.53%
Measured Wealth Private Client Group, LLC9,523$717.9K0.19%
IFS Group,LLC9,253$711.3K0.63%
Chesapeake Capital Corp8,683$654.6K0.59%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,428$635.4K0.01%
Qtron Investments LLC7,924$597.4K0.07%
Polymer Capital Management (US) LLC7,891$594.9K0.08%
Farringdon Capital, Ltd.7,542$568.6K0.14%
Gallagher Fiduciary Advisors, LLC7,536$568.1K0.02%
Hennion & Walsh Asset Management, Inc.7,484$564.2K0.02%
Zacks Investment Management7,087$534.3K0.00%
Jaffetilchin Investment Partners, LLC6,909$520.9K0.03%
Cullen Capital Management LLC6,455$486.6K0.01%
Summit Wealth Group LLC6,843$477.8K0.07%
Turtle Creek Wealth Advisors, LLC6,282$473.6K0.04%
Aigen Investment Management, LP6,016$453.5K0.07%
Global Financial Private Client, LLC6,011$453.2K0.16%
Fiduciary Financial Group, LLC5,690$429.0K0.07%
Sanders Morris Harris LLC5,674$427.8K0.06%
Interchange Capital Partners, LLC5,632$424.6K0.08%
ISAM Funds (UK) Ltd5,611$423.0K0.09%
Caerus Investment Advisors, LLC5,496$414.3K0.17%
First Horizon Corp5,461$411.7K0.02%
Torrey Growth & Income Advisors5,425$409.0K0.12%
Two Sigma Securities, LLC5,054$381.0K0.06%
Synergy Financial Management, LLC5,046$380.4K0.01%
Shay Capital LLC5,000$376.9K0.07%
Factorial Partners, LLC5,000$376.9K0.26%
Tranquility Partners, LLC4,937$372.2K0.13%
Meadowbrook Wealth Management, LLC4,925$371.3K0.39%
Mather Group, LLC.4,748$358.0K0.00%
Corsicana & Co.4,730$356.6K0.20%
Waddell & Associates, LLC4,527$341.3K0.03%
CFS Investment Advisory Services, LLC4,105$336.3K0.02%
Clayton Financial Group LLC4,280$322.7K0.24%
Chase Investment Counsel Corp4,202$316.0K0.09%
Jackson Thornton Asset Management, LLC4,091$314.7K0.03%
Winthrop Advisory Group LLC4,118$310.5K0.03%
BCJ Capital Management, LLC4,007$302.1K0.02%
Parcion Private Wealth LLC4,002$301.7K0.02%
AXS Investments LLC3,977$299.8K0.09%
Knights of Columbus Asset Advisors LLC3,927$296.1K0.02%
Seven Mile Advisory3,910$294.8K0.05%
Verity Asset Management, Inc.3,844$289.8K0.09%
True North Advisors, LLC3,819$287.9K0.05%
Thomasville National Bank3,724$280.8K0.02%
JGP Wealth Management, LLC3,586$277.7K0.03%
Trust Point Inc.3,614$272.5K0.02%
Nilsine Partners, LLC3,608$272.0K0.02%
Center For Asset Management LLC3,607$272.0K0.15%
Red Door Wealth Management, LLC3,605$271.8K0.03%
Atom Investors LP3,591$270.7K0.02%
Palumbo Wealth Management LLC3,995$267.0K0.09%
waypoint wealth counsel3,530$266.1K0.11%

Sold out (108)

Institutions that held CVS Health Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 108 by value.

Institutions that sold out of CVS in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
AXA S.A.732,229$50.5M
Interval Partners, LP357,090$24.6M
ARGA Investment Management, LP288,334$19.9M
Quadrature Capital Ltd284,859$19.6M
DDD Partners, LLC184,959$12.8M
Qube Research & Technologies Ltd130,777$9.02M
ExodusPoint Capital Management, LP129,332$8.92M
Cobalt Capital Management, Inc.100,000$6.90M
Cinctive Capital Management LP90,656$6.25M
Patrick Mauro Investment Advisor, INC.60,264$3.95M
Nebula Research & Development LLC45,813$3.16M
DRW Securities, LLC38,090$2.63M
Entropy Technologies, LP36,699$2.53M
Hussman Strategic Advisors, Inc.31,500$2.17M
Stance Capital LLC28,910$1.99M
Kestra Investment Management, LLC24,981$1.71M
Connor, Clark & Lunn Investment Management Ltd.23,937$1.65M
Polianta Ltd20,500$1.41M
TCW Group Inc18,999$1.31M
Y-Intercept (Hong Kong) Ltd17,809$1.23M
SummitTX Capital, L.P.16,322$1.13M
Oak Thistle LLC15,755$1.09M
TCG Advisory Services, LLC15,063$1.04M
WBI Investments14,745$1.02M
PEAK6 LLC13,752$948.6K
Friedenthal Financial13,288$916.6K
WESPAC Advisors, LLC11,063$763.1K
Turtle Creek Asset Management Inc.10,500$724.3K
Pathway Financial Advisers, LLC10,237$706.1K
Altfest L J & Co Inc9,944$685.9K
Impact Partnership Wealth, LLC8,306$573.0K
Dynamic Technology Lab Private Ltd8,149$562.0K
Leo Wealth, LLC7,793$537.6K
Quarry LP7,269$501.4K
Optimize Financial Inc7,196$496.4K
Bridgefront Capital, LLC6,847$472.3K
Golden Reserve Retirement LLC6,784$468.0K
Beacon Investment Advisors LLC6,808$466.3K
Integrated Quantitative Investments LLC6,500$448.4K
Edgestream Partners, L.P.6,268$432.4K
Efficient Advisors, LLC5,999$413.8K
Boothbay Fund Management, LLC5,896$406.7K
Teza Capital Management LLC5,832$402.3K
AlphaStar Capital Management, LLC5,577$384.7K
Grandview Asset Management LLC5,400$372.0K
Poinciana Advisors Group, LLC5,036$347.4K
CTC Alternative Strategies, Ltd.4,800$331.1K
Brookwood Investment Group LLC4,725$326.0K
ICONIQ Capital, LLC4,704$324.5K
McLean Asset Management Corp4,546$302.7K
Sender Co & Partners, Inc.4,331$298.8K
Penbrook Management LLC4,275$294.9K
First National Trust Co4,233$292.0K
BXM Wealth LLC4,183$288.5K
Ontario Teachers Pension Plan Board4,119$284.1K
Sargent Investment Group, LLC4,392$279.0K
Proficio Capital Partners LLC4,006$276.3K
Quadcap Wealth Management, LLC3,975$274.2K
Ipsen Advisor Group LLC3,971$273.9K
Summit X, LLC3,825$263.8K
Quadrant Private Wealth Management, LLC3,803$262.3K
MBB Public Markets I LLC3,794$261.7K
TigerOak Management, L.L.C.3,763$259.6K
EHP Funds Inc.3,700$255.2K
Petrus Trust Company, LTA3,506$241.8K
Signal Advisors Wealth, LLC3,296$227.4K
Banque Pictet & Cie SA3,257$224.7K
Laurion Capital Management LP3,201$220.8K
KPP Advisory Services LLC3,069$211.7K
Dearborn Partners LLC3,006$207.4K
Bramshill Investments, LLC2,949$203.4K
MJP Associates Inc2,939$202.7K
Opal Wealth Advisors, LLC1,382$95.3K
Orion Capital Management LLC1,000$69.0K
Perkins Coie Trust Co900$62.1K
Compass Planning Associates Inc836$57.7K
Sierra Ocean, LLC623$43.0K
Park Square Financial Group, LLC581$40.1K
Dixon Mitchell Investment Counsel Inc.187$39.9K
Twin Peaks Wealth Advisors, LLC546$35.8K
Livelsberger Financial Advisory512$35.3K
LOM Asset Management Ltd400$28.0K
Ofi Invest Asset Management373$21.9K
Olistico Wealth, LLC290$20.0K
West Financial Advisors, LLC203$14.0K
YANKCOM Partnership190$13.1K
South Plains Financial, Inc.170$11.7K
Strategic Wealth Designers166$11.5K
MRP Capital Investments, LLC150$10.3K
CarsonAllaria Wealth Management, Ltd.137$9.45K
Total Investment Management Inc130$8.96K
Legend Financial Advisors, Inc.125$8.62K
WealthTrak Capital Management LLC115$7.93K
Putney Financial Group LLC107$7.38K
Transce3nd, LLC95$6.55K
Kiker Wealth Management, LLC92$6.35K
Ridgewood Investments LLC86$5.93K
Silicon Valley Capital Partners46$3.17K
Mid-American Wealth Advisory Group, Inc.38$2.62K
Decker Retirement Planning Inc.38$2.62K

Not filed for Q3 2025 yet (27)

Institutions that held CVS Health Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CVS in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank19,696,987$1.36B
Camber Capital Management LP1,050,000$72.4M
Congress Wealth Management LLC247,450$17.1M
CIBC World Markets Corp189,681$13.1M
Avantax Advisory Services, Inc.152,792$10.5M
EP Wealth Advisors, LLC102,392$7.06M
J. W. Coons Advisors, LLC32,935$2.27M
Atria Wealth Solutions, Inc.25,384$1.75M
Atlas Capital Advisors LLC20,174$1.39M
Scott Marsh Financial, LLC20,014$1.38M
Copperwynd Financial, LLC12,316$849.6K
Graypoint LLC9,973$687.9K
First Horizon Advisors, Inc.9,129$629.8K
Wellington Capital Management, Inc.7,198$583.0K
E Fund Management Co., Ltd.7,185$495.6K
Sebold Capital Management, Inc.4,657$321.2K
Tyler-Stone Wealth Management3,945$272.1K
Union Savings Bank2,438$151.4K
Iron Horse Wealth Management, LLC1,129$77.9K
Vega Investment Solutions540$37.3K
PrairieView Partners, LLC310$21.0K
Centricity Wealth Management, LLC244$16.8K
Semmax Financial Advisors Inc.246$16.1K
Oliver Lagore Vanvalin Investment Group147$9.94K
Legacy Investment Solutions, LLC28$1.93K
Talon Private Wealth, LLC28$1.93K
Parkworth Wealth Management, Inc.15$1.03K