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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 10,371 | $781.8K | 0.02% | +489+4.9% | Added |
| Sierra Capital LLC | 10,378 | $782.0K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 10,512 | $784.4K | 0.04% | +279+2.7% | Added |
| Michels Family Financial, LLC | 10,420 | $785.5K | 0.61% | +187+1.8% | Added |
| Mount Lucas Management LP | 10,420 | $785.6K | 0.35% | −187−1.8% | Reduced |
| Whittier Trust Co | 10,185 | $789.2K | 0.01% | −1,717−14.4% | Reduced |
| Frank, Rimerman Advisors LLC | 10,477 | $789.9K | 0.05% | −24−0.2% | Reduced |
| First United Bank Trust | 10,492 | $791.0K | 0.26% | +612+6.2% | Added |
| Arete Wealth Advisors, LLC | 10,502 | $792.0K | 0.05% | +92+0.9% | Added |
| Dimension Capital Management LLC | 10,507 | $792.1K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10,252 | $794.4K | 0.02% | −2,339−18.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 10,561 | $796.2K | 0.59% | −455−4.1% | Reduced |
| V-Square Quantitative Management LLC | 10,571 | $796.9K | 0.13% | +96+0.9% | Added |
| FineMark National Bank & Trust | 10,608 | $799.7K | 0.03% | +1,032+10.8% | Added |
| Neo Ivy Capital Management | 10,626 | $801.1K | 0.20% | +9,372+747.4% | Added |
| Pflug Koory, LLC | 10,643 | $802.4K | 0.38% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 10,457 | $803.8K | 0.12% | +777+8.0% | Added |
| Central Trust Co | 10,667 | $804.2K | 0.02% | −1,873−14.9% | Reduced |
| Tectonic Advisors LLC | 10,737 | $809.5K | 0.04% | −2,248−17.3% | Reduced |
| Lion Street Advisors, LLC | 9,093 | $811.8K | 0.28% | +730+8.7% | Added |
| Choate Investment Advisors | 10,829 | $816.4K | 0.02% | −6,196−36.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,840 | $817.2K | 0.03% | −29−0.3% | Reduced |
| Hartford Financial Management Inc. | 10,865 | $819.1K | 0.22% | −377−3.4% | Reduced |
| Focus Financial Network, Inc. | 10,958 | $826.1K | 0.03% | −480−4.2% | Reduced |
| Umb Bank N A | 10,978 | $827.6K | 0.01% | −1,743−13.7% | Reduced |
| Greenfield Savings Bank | 11,039 | $832.2K | 0.35% | −3,554−24.4% | Reduced |
| Addison Capital Co | 11,040 | $832.3K | 0.25% | −692−5.9% | Reduced |
| Abn Amro Investment Solutions | 11,103 | $837.1K | 0.02% | −1,801−14.0% | Reduced |
| Personal Cfo Solutions, LLC | 11,175 | $842.5K | 0.15% | +291+2.7% | Added |
| Broadwater Capital Management LLC | 11,210 | $845.1K | 0.62% | −762,056−98.6% | Reduced |
| Eads & Heald Wealth Management | 11,270 | $850.0K | 0.41% | −390−3.3% | Reduced |
| Waters Parkerson & Co., LLC | 11,300 | $851.9K | 0.04% | −85−0.7% | Reduced |
| Widmann Financial Services, Inc. | 11,311 | $852.8K | 0.54% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,352 | $855.8K | 0.04% | +12+0.1% | Added |
| Smith, Moore & Co. | 11,421 | $861.0K | 0.07% | +195+1.7% | Added |
| Mendel Money Management | 11,467 | $864.5K | 0.36% | +100+0.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $867.0K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,545 | $870.4K | 0.23% | −137−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 11,564 | $871.8K | 0.03% | −451−3.8% | Reduced |
| Nicolet Bankshares Inc | 11,600 | $874.5K | 0.14% | −104−0.9% | Reduced |
| Insight Inv LLC | 11,662 | $879.2K | 0.52% | −916−7.3% | Reduced |
| Patton Albertson Miller Group, LLC | 11,698 | $881.9K | 0.11% | −5,530−32.1% | Reduced |
| Cohen Klingenstein LLC | 11,700 | $882.1K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 11,758 | $886.4K | 0.08% | −74−0.6% | Reduced |
| Curat Global, LLC | 11,800 | $890.6K | 0.84% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,866 | $894.6K | 0.19% | +305+2.6% | Added |
| 1st Source Bank | 11,889 | $896.3K | 0.05% | +309+2.7% | Added |
| San Luis Wealth Advisors LLC | 11,889 | $896.3K | 0.16% | +2,122+21.7% | Added |
| Means Investment Co., Inc. | 11,904 | $897.4K | 0.08% | +25+0.2% | Added |
| PKS Advisory Services, LLC | 11,994 | $904.3K | 0.21% | +45+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $904.7K | 0.24% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 12,220 | $921.3K | 0.01% | +12,220 | New |
| Wolverine Trading, LLC | 12,206 | $922.4K | 0.02% | +12,206 | New |
| Cigna Investments Inc | 12,271 | $926.0K | 0.13% | −110−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 12,318 | $928.7K | 0.02% | −4,944−28.6% | Reduced |
| Weatherly Asset Management L. P. | 12,396 | $934.5K | 0.08% | −732−5.6% | Reduced |
| Generali Investments, Management Co LLC | 12,404 | $935.1K | 0.20% | +1,550+14.3% | Added |
| IHT Wealth Management, LLC | 12,417 | $936.3K | 0.02% | +118+1.0% | Added |
| Capula Management Ltd | 12,436 | $937.5K | 0.01% | −7,049−36.2% | Reduced |
| Wetherby Asset Management Inc | 12,443 | $938.1K | 0.04% | −210−1.7% | Reduced |
| Visionary Wealth Advisors | 12,464 | $939.7K | 0.04% | −576−4.4% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $939.8K | 0.00% | +79+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 12,477 | $940.6K | 0.02% | +39+0.3% | Added |
| Intrust Bank NA | 12,485 | $941.2K | 0.08% | +1,617+14.9% | Added |
| Proffitt & Goodson Inc | 12,500 | $942.4K | 0.14% | −49−0.4% | Reduced |
| Westpac Banking Corp | 12,577 | $948.2K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 12,589 | $949.1K | 0.08% | −199−1.6% | Reduced |
| Cetera Trust Company, N.A | 12,593 | $949.4K | 0.53% | +325+2.6% | Added |
| Stevens Capital Management LP | 12,597 | $950.0K | 0.13% | +5,190+70.1% | Added |
| Mutual Advisors, LLC | 11,742 | $951.9K | 0.02% | −3,373−22.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,640 | $952.9K | 0.02% | +13+0.1% | Added |
| Longfellow Investment Management Co LLC | 12,650 | $953.7K | 0.23% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12,691 | $956.8K | 0.59% | +15+0.1% | Added |
| ProVise Management Group, LLC | 12,691 | $956.8K | 0.07% | −9−0.1% | Reduced |
| International Assets Investment Management, LLC | 13,777 | $958.6K | 0.08% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 12,851 | $968.9K | 0.59% | +9,624+298.2% | Added |
| Brown, Lisle/Cummings, Inc. | 12,873 | $970.5K | 0.25% | −205−1.6% | Reduced |
| Sigma Planning Corp | 12,896 | $972.2K | 0.03% | +1,600+14.2% | Added |
| Bamco Inc | 13,000 | $980.1K | 0.00% | +13,000 | New |
| St Germain D J Co Inc | 13,002 | $980.2K | 0.04% | −2,411−15.6% | Reduced |
| RMR Wealth Builders | 13,013 | $981.0K | 0.08% | +217+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,117 | $988.9K | 0.13% | −4,048−23.6% | Reduced |
| LRI Investments, LLC | 13,124 | $989.5K | 0.08% | −432−3.2% | Reduced |
| Monetary Management Group Inc | 13,250 | $998.9K | 0.23% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 12,760 | $1.00M | 0.06% | −350−2.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,298 | $1.00M | 0.23% | −270−2.0% | Reduced |
| Shell Asset Management Co | 13,329 | $1.00M | 0.10% | −48,447−78.4% | Reduced |
| Logan Capital Management Inc | 13,448 | $1.01M | 0.04% | +182+1.4% | Added |
| VCI Wealth Management LLC | 13,523 | $1.02M | 0.31% | −4,233−23.8% | Reduced |
| Ocean Capital Management, LLC | 13,630 | $1.03M | 0.21% | +10.0% | Added |
| TCI Wealth Advisors, Inc. | 13,669 | $1.03M | 0.06% | −149−1.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,692 | $1.03M | 0.21% | −312−2.2% | Reduced |
| Home Federal Bank of Tennessee | 13,750 | $1.04M | 0.28% | −250−1.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 13,815 | $1.04M | 0.01% | −1,825−11.7% | Reduced |
| Krilogy Financial LLC | 13,303 | $1.04M | 0.04% | +630+5.0% | Added |
| Kentucky Trust Co | 13,872 | $1.05M | 0.57% | −300−2.1% | Reduced |
| Dark Forest Capital Management LP | 13,894 | $1.05M | 0.04% | −19,013−57.8% | Reduced |
| Cornerstone Wealth Management, LLC | 13,903 | $1.05M | 0.06% | −60.0% | Reduced |
| Highview Capital Management LLC | 13,956 | $1.05M | 0.39% | +13,956 | New |
| Johnson Investment Counsel Inc | 22,615 | $1.07M | 0.01% | +224+1.0% | Added |