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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in CVS Health Corp as of Sep 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
1,838
+105 vs. Q2 2025
Shares held
1.09B
+18.2M (+1.7%) vs. Q2 2025
Total value
$82.5B
+$8.36B (+11.3%) vs. Q2 2025
New holders
213
670 more added
Sold out
108
724 more reduced

27 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,838 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ3 2025: $82.5B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2025.

Institutions holding CVS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IMA Wealth, Inc.1$750.00%+1New
Wiser Advisor Group LLC1$830.00%+1New
ROSS\JOHNSON & Associates LLC2$1510.00%00.0%Unchanged
RMG Wealth Management LLC2$1770.00%00.0%Unchanged
Bear Mountain Capital, Inc.3$2490.00%+3New
Family Legacy Financial Solutions, LLC3$2590.00%00.0%Unchanged
Fairman Group, LLC5$3770.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.8$6030.00%+8New
High Note Wealth, LLC8$6030.00%+8New
Breakwater Investment Management8$6040.00%+8New
Davis Capital Management11$8290.00%+11New
Clarity Asset Management, Inc.12$9320.00%00.0%Unchanged
Ulland Investment Advisors, LLC11$1.00K0.00%−300−96.5%Reduced
Hara Capital LLC14$1.05K0.00%00.0%Unchanged
Caitlin John, LLC15$1.13K0.00%+15New
Guerra Advisors Inc16$1.19K0.00%+16New
Albion Financial Group17$1.28K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC19$1.43K0.00%+19New
Sofos Investments, Inc.21$1.62K0.00%+21New
Quaker Wealth Management, LLC22$1.66K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC22$1.66K0.00%+22New
Tradewinds Capital Management, LLC23$1.73K0.00%00.0%Unchanged
Bare Financial Services, Inc24$1.81K0.00%+6+33.3%Added
American Capital Advisory, LLC24$1.81K0.00%−1−4.0%Reduced
J.Safra Asset Management Corp28$2.11K0.00%−4−12.5%Reduced
Legacy Wealth Managment, LLC28$2.11K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.28$2.15K0.00%+28New
Graney & King, LLC29$2.22K0.00%00.0%Unchanged
PayPay Securities Corp29$2.22K0.08%+5+20.8%Added
Texas Capital Bancshares Inc30$2.26K0.00%+30New
Marshall & Sterling Wealth Advisors Inc.32$2.41K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC33$2.49K0.00%+33New
Tripletail Wealth Management, LLC34$2.63K0.00%+34New
WestEnd Advisors, LLC38$2.87K0.00%−16−29.6%Reduced
IMG Wealth Management, Inc.39$2.94K0.00%00.0%Unchanged
Fairscale Capital, LLC39$2.94K0.00%00.0%Unchanged
Richardson Financial Services Inc.40$3.02K0.00%+40New
Winnow Wealth LLC40$3.04K0.00%+40New
Catherine Avery Investment Management LLC41$3.09K0.00%00.0%Unchanged
NVWM, LLC42$3.17K0.00%−7−14.3%Reduced
N.E.W. Advisory Services LLC45$3.39K0.00%−36−44.4%Reduced
Stephens Consulting, LLC50$3.77K0.00%−39−43.8%Reduced
Kings Path Partners LLC50$3.77K0.00%+50New
Old Second National Bank of Aurora52$3.92K0.00%00.0%Unchanged
Pineridge Advisors LLC54$4.04K0.00%−15−21.7%Reduced
Binnacle Investments Inc57$4.30K0.00%+38+200.0%Added
Principia Wealth Advisory, LLC59$4.45K0.00%+1+1.7%Added
DecisionPoint Financial, LLC58$4.46K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC60$4.52K0.00%+13+27.7%Added
Aspect Partners, LLC62$4.67K0.00%−187−75.1%Reduced
Kozak & Associates, Inc.65$5.07K0.00%+1+1.6%Added
Pin Oak Investment Advisors Inc71$5.35K0.00%00.0%Unchanged
Robinswood Financial LLC72$5.43K0.00%00.0%Unchanged
Rakuten Securities, Inc.72$5.43K0.00%+18+33.3%Added
Anfield Capital Management, LLC73$5.50K0.00%−18−19.8%Reduced
Wealth Preservation Advisors, LLC78$5.88K0.00%00.0%Unchanged
Hurley Capital, LLC82$6.20K0.00%+82New
Alerus Financial NA89$6.71K0.00%00.0%Unchanged
JDM Financial Group LLC90$6.79K0.00%00.0%Unchanged
Crewe Advisors LLC90$6.79K0.00%+90New
Comprehensive Financial Planning, Inc.91$6.86K0.00%00.0%Unchanged
Penserra Capital Management LLC105$7.00K0.00%+3+2.9%Added
Global Wealth Strategies & Associates94$7.09K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC94$7.09K0.00%+67+248.1%Added
Darwin Advisors, LLC97$7.31K0.00%+8+9.0%Added
Beaird Harris Wealth Management, LLC97$7.34K0.00%+12+14.1%Added
Horrell Capital Management, Inc.100$7.54K0.00%00.0%Unchanged
Richardson Capital Management LLC100$7.54K0.00%00.0%Unchanged
TruNorth Capital Management, LLC100$7.54K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC100$7.54K0.01%00.0%Unchanged
Kerr Financial Planning Corp95$7.55K0.01%+95New
Cedar Wealth Management, LLC101$7.58K0.00%−6−5.6%Reduced
ORG Wealth Partners, LLC101$7.63K0.00%00.0%Unchanged
HFM Investment Advisors, LLC106$7.99K0.00%+1+1.0%Added
Dynamic Wealth Strategies, LLC107$8.07K0.01%00.0%Unchanged
Collier Financial108$8.14K0.01%+108New
Marquette Asset Management, LLC110$8.29K0.00%+110New
Clark Wealth Partners107$8.49K0.01%+43+67.2%Added
Bernard Wealth Management Corp.117$8.82K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC119$8.97K0.01%00.0%Unchanged
Cloud Capital Management, LLC122$9.00K0.00%+122New
CBIZ Investment Advisory Services, LLC120$9.05K0.00%−31−20.5%Reduced
Mountain Hill Investment Partners Corp.121$9.11K0.01%+100+476.2%Added
Evolution Wealth Management Inc.122$9.20K0.01%+88+258.8%Added
Raffa Wealth Management, LLC124$9.35K0.00%+16+14.8%Added
Global Trust Asset Management, LLC124$9.38K0.00%−100−44.6%Reduced
Mizuho Markets Cayman LP125$9.42K0.00%−137,625−99.9%Reduced
Miller Wealth Advisors, LLC125$9.42K0.00%00.0%Unchanged
Creekmur Asset Management LLC128$9.65K0.00%00.0%Unchanged
Hughes Financial Services, LLC126$9.77K0.00%+21+20.0%Added
Horizon Financial Services, LLC131$9.88K0.00%−240−64.7%Reduced
Chilton Capital Management LLC135$10.2K0.00%−350−72.2%Reduced
Hager Investment Management Services, LLC149$11.2K0.01%+149New
Bellevue Asset Management, LLC150$11.3K0.01%+50+50.0%Added
Hollencrest Capital Management150$11.3K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna150$11.3K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC150$11.3K0.00%+150New
DiNuzzo Private Wealth, Inc.156$11.4K0.00%+2+1.3%Added
American Wealth Advisors, LLC154$11.6K0.01%+154New
Maryland Capital Advisors Inc.155$11.7K0.00%−92−37.2%Reduced