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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 14,171 | $1.07M | 0.01% | −830−5.5% | Reduced |
| Chiron Capital Management, LLC | 14,206 | $1.07M | 0.92% | −372−2.6% | Reduced |
| Dakota Wealth Management | 14,224 | $1.07M | 0.02% | −6,007−29.7% | Reduced |
| Greenup Street Wealth Management LLC | 14,259 | $1.07M | 0.17% | −3,791−21.0% | Reduced |
| Novem Group | 14,260 | $1.08M | 0.13% | +2,266+18.9% | Added |
| Signaturefd, LLC | 14,351 | $1.08M | 0.02% | −1,250−8.0% | Reduced |
| InvesTrust | 14,384 | $1.08M | 0.40% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 14,413 | $1.09M | 0.01% | −200−1.4% | Reduced |
| David Loasby | 14,153 | $1.09M | 0.08% | −40.0% | Reduced |
| Trust Asset Management LLC | 14,536 | $1.10M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 14,552 | $1.10M | 0.02% | +2,568+21.4% | Added |
| Bahl & Gaynor Inc | 14,553 | $1.10M | 0.01% | −398−2.7% | Reduced |
| We Are One Seven, LLC | 14,555 | $1.10M | 0.03% | +3,004+26.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,567 | $1.10M | 0.03% | +1,412+10.7% | Added |
| Wedmont Private Capital | 14,311 | $1.10M | 0.04% | +2,120+17.4% | Added |
| Jefferies Financial Group Inc. | 14,750 | $1.11M | 0.01% | +14,750 | New |
| Severin Investments, LLC | 14,789 | $1.11M | 0.99% | +8,212+124.9% | Added |
| Legacy Capital Group California, Inc. | 14,809 | $1.12M | 0.28% | +92+0.6% | Added |
| Aptus Capital Advisors, LLC | 14,814 | $1.12M | 0.01% | −1,421−8.8% | Reduced |
| Curbstone Financial Management Corp | 14,832 | $1.12M | 0.21% | −646−4.2% | Reduced |
| Sagespring Wealth Partners, LLC | 14,839 | $1.12M | 0.02% | +104+0.7% | Added |
| IMC-Chicago, LLC | 14,840 | $1.12M | 0.02% | +14,840 | New |
| Capital Advisors Inc | 14,876 | $1.12M | 0.02% | −127−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,900 | $1.12M | 0.01% | −98−0.7% | Reduced |
| 111 Capital | 14,952 | $1.13M | 0.21% | +14,952 | New |
| Wedbush Securities Inc | 14,979 | $1.13M | 0.04% | −189−1.2% | Reduced |
| Global Retirement Partners, LLC | 15,007 | $1.13M | 0.03% | −2,510−14.3% | Reduced |
| Round Rock Advisors, LLC | 15,041 | $1.13M | 0.18% | −70−0.5% | Reduced |
| TSFG, LLC | 15,186 | $1.15M | 0.18% | −362−2.3% | Reduced |
| Richard W. Paul & Associates, LLC | 15,295 | $1.15M | 0.39% | −615−3.9% | Reduced |
| Wealthspire Advisors, LLC | 15,370 | $1.16M | 0.01% | −2,908−15.9% | Reduced |
| Deseret Mutual Benefit Administrators | 15,459 | $1.17M | 0.49% | +1,167+8.2% | Added |
| Community Bank, N.A. | 15,488 | $1.17M | 0.14% | −5,745−27.1% | Reduced |
| Sterling Financial Group, Inc. | 15,486 | $1.17M | 0.37% | −70−0.4% | Reduced |
| Sumitomo Life Insurance Co | 15,496 | $1.17M | 0.04% | −467−2.9% | Reduced |
| Harvest Fund Management Co., Ltd | 15,544 | $1.17M | 0.05% | +1,925+14.1% | Added |
| Tower Trust & Investment Co | 15,576 | $1.17M | 0.79% | −188−1.2% | Reduced |
| Groupama Asset Managment | 15,636 | $1.18M | 0.02% | −2,889−15.6% | Reduced |
| Gibbs Wealth Management | 15,646 | $1.18M | 0.27% | −3,108−16.6% | Reduced |
| SageView Advisory Group, LLC | 15,677 | $1.18M | 0.04% | +414+2.7% | Added |
| Ingalls & Snyder LLC | 15,685 | $1.18M | 0.04% | −138−0.9% | Reduced |
| Cornerstone Advisors, LLC | 15,700 | $1.18M | 0.04% | −18,100−53.6% | Reduced |
| Transcend Wealth Collective, LLC | 15,737 | $1.19M | 0.08% | +2,595+19.7% | Added |
| Ritholtz Wealth Management | 15,940 | $1.20M | 0.02% | +1,074+7.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $1.21M | 0.58% | −5,000−23.8% | Reduced |
| Cresset Asset Management, LLC | 15,998 | $1.21M | 0.01% | +845+5.6% | Added |
| Lazard Freres Gestion S.A.S. | 16,150 | $1.22M | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,185 | $1.22M | 0.02% | +9,815+154.1% | Added |
| EverSource Wealth Advisors, LLC | 16,255 | $1.23M | 0.05% | +3,225+24.8% | Added |
| Profund Advisors LLC | 16,372 | $1.23M | 0.04% | +217+1.3% | Added |
| BKD Wealth Advisors, LLC | 16,427 | $1.24M | 0.02% | −1,667−9.2% | Reduced |
| Bailard, Inc. | 16,503 | $1.24M | 0.03% | +29+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 16,610 | $1.25M | 0.08% | +1,004+6.4% | Added |
| Essex Savings Bank | 16,677 | $1.26M | 0.28% | +140+0.8% | Added |
| Palouse Capital Management, Inc. | 16,675 | $1.26M | 0.80% | +234+1.4% | Added |
| Fidelis Capital Partners, LLC | 16,731 | $1.26M | 0.10% | +417+2.6% | Added |
| Collar Capital Management, LLC | 16,865 | $1.27M | 0.89% | +1,295+8.3% | Added |
| Tounjian Advisory Partners, LLC | 16,936 | $1.28M | 0.43% | +16,936 | New |
| Sheets Smith Wealth Management | 16,973 | $1.28M | 0.14% | +11,350+201.8% | Added |
| Welch & Forbes LLC | 17,030 | $1.28M | 0.02% | −5,704−25.1% | Reduced |
| Twin Lakes Capital Management, LLC | 17,101 | $1.29M | 0.60% | −108−0.6% | Reduced |
| Grimes & Company, Inc. | 17,136 | $1.29M | 0.03% | +7,599+79.7% | Added |
| Nations Financial Group Inc, | 17,223 | $1.30M | 0.08% | +69+0.4% | Added |
| Beacon Pointe Advisors, LLC | 17,237 | $1.30M | 0.01% | −1,235−6.7% | Reduced |
| Prelude Capital Management, LLC | 17,289 | $1.30M | 0.10% | +13,609+369.8% | Added |
| Mengis Capital Management, Inc. | 17,355 | $1.31M | 0.26% | −1,750−9.2% | Reduced |
| Crestwood Advisors Group LLC | 17,519 | $1.32M | 0.02% | −646−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,548 | $1.32M | 0.09% | +16,770+2,155.5% | Added |
| NewEdge Wealth, LLC | 16,899 | $1.33M | 0.02% | −18,855−52.7% | Reduced |
| Independent Financial Group, LLC | 17,608 | $1.33M | 0.03% | +1,390+8.6% | Added |
| Westport Asset Management Inc | 17,772 | $1.34M | 0.56% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17,793 | $1.34M | 0.02% | +2,421+15.7% | Added |
| Boyar Asset Management Inc. | 17,795 | $1.34M | 0.85% | −984−5.2% | Reduced |
| Bayesian Capital Management, LP | 17,800 | $1.34M | 0.27% | −49,700−73.6% | Reduced |
| Hilltop Holdings Inc. | 17,822 | $1.34M | 0.07% | +640+3.7% | Added |
| Avantra Family Wealth, Inc. | 17,881 | $1.35M | 1.01% | +344+2.0% | Added |
| Capital Investment Advisory Services, LLC | 17,974 | $1.36M | 0.11% | +2,424+15.6% | Added |
| Concurrent Investment Advisors, LLC | 17,975 | $1.36M | 0.02% | +1,782+11.0% | Added |
| Pensionfund Sabic | 18,000 | $1.36M | 0.37% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 18,091 | $1.36M | 0.08% | −893−4.7% | Reduced |
| M&G Plc | 18,292 | $1.37M | 0.01% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 18,222 | $1.37M | 0.66% | +3,413+23.0% | Added |
| Delta Financial Advisors LLC | 18,242 | $1.38M | 0.39% | +43+0.2% | Added |
| Delta Capital Management LLC | 18,440 | $1.39M | 0.72% | −50.0% | Reduced |
| Foundations Investment Advisors, LLC | 18,473 | $1.39M | 0.02% | +9,140+97.9% | Added |
| Courier Capital LLC | 18,502 | $1.39M | 0.08% | +212+1.2% | Added |
| Richard Bernstein Advisors LLC | 18,562 | $1.40M | 0.04% | −19,373−51.1% | Reduced |
| AlphaCore Capital LLC | 18,577 | $1.40M | 0.05% | +15,434+491.1% | Added |
| Pine Valley Investments Ltd Liability Co | 18,579 | $1.40M | 0.07% | −10.0% | Reduced |
| National Asset Management, Inc. | 18,688 | $1.41M | 0.07% | +69+0.4% | Added |
| CSS LLC | 18,741 | $1.41M | 0.08% | +7,410+65.4% | Added |
| Greenwood Capital Associates LLC | 18,874 | $1.42M | 0.16% | −61−0.3% | Reduced |
| Redwood Investment Management, LLC | 18,891 | $1.42M | 0.15% | −7,896−29.5% | Reduced |
| Boston Private Wealth LLC | 18,894 | $1.42M | 0.08% | −804−4.1% | Reduced |
| Meeder Advisory Services, Inc. | 18,899 | $1.42M | 0.07% | −48−0.3% | Reduced |
| Inscription Capital, LLC | 18,904 | $1.43M | 0.15% | +11,332+149.7% | Added |
| Readystate Asset Management LP | 18,966 | $1.43M | 0.07% | +18,966 | New |
| GAMMA Investing LLC | 19,009 | $1.43M | 0.08% | +189+1.0% | Added |
| Coldstream Capital Management Inc | 19,015 | $1.43M | 0.02% | +1,381+7.8% | Added |
| Foster & Motley Inc | 19,031 | $1.44M | 0.08% | −3,845−16.8% | Reduced |