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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 18,301 | $1.44M | 0.05% | +3,407+22.9% | Added |
| Stonegate Investment Group, LLC | 19,052 | $1.44M | 0.03% | −318−1.6% | Reduced |
| Ransom Advisory, Ltd | 19,083 | $1.44M | 0.65% | −938−4.7% | Reduced |
| Wellington Shields & Co., LLC | 19,152 | $1.44M | 0.38% | −1,868−8.9% | Reduced |
| KCM Investment Advisors LLC | 19,220 | $1.45M | 0.05% | +5,649+41.6% | Added |
| Raiffeisen Bank International AG | 19,257 | $1.46M | 0.02% | +9,825+104.2% | Added |
| Rossmore Private Capital | 19,494 | $1.47M | 0.16% | +50+0.3% | Added |
| Brighton Jones LLC | 19,542 | $1.47M | 0.04% | +8,747+81.0% | Added |
| Buckingham Strategic Partners | 19,316 | $1.48M | 0.02% | +8,703+82.0% | Added |
| Jump Financial, LLC | 19,717 | $1.49M | 0.02% | +19,717 | New |
| Evergreen Capital Management LLC | 19,720 | $1.49M | 0.04% | −368−1.8% | Reduced |
| Gladstone Institutional Advisory LLC | 19,755 | $1.49M | 0.06% | −5,733−22.5% | Reduced |
| Kennondale Capital Management LLC | 19,787 | $1.49M | 1.14% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,826 | $1.49M | 0.08% | +1,049+5.6% | Added |
| RBF Capital, LLC | 20,000 | $1.51M | 0.07% | 00.0% | Unchanged |
| Wynn Capital, LLC | 20,061 | $1.51M | 0.73% | +340+1.7% | Added |
| Donoghue Forlines LLC | 20,114 | $1.52M | 0.47% | −2,304−10.3% | Reduced |
| Forum Financial Management, LP | 20,287 | $1.53M | 0.02% | +3,762+22.8% | Added |
| Ostrum Asset Management | 20,309 | $1.53M | 0.07% | +7,709+61.2% | Added |
| Quadrant Capital Group LLC | 20,365 | $1.54M | 0.05% | −461−2.2% | Reduced |
| Wincap Financial LLC | 20,433 | $1.54M | 1.06% | +953+4.9% | Added |
| Smartleaf Asset Management LLC | 20,385 | $1.54M | 0.10% | +5,326+35.4% | Added |
| Investors Research Corp | 20,537 | $1.55M | 0.29% | 00.0% | Unchanged |
| Tema ETFs LLC | 20,683 | $1.56M | 0.13% | +20,683 | New |
| Tower Research Capital LLC (TRC) | 20,915 | $1.58M | 0.04% | +4,562+27.9% | Added |
| Arjuna Capital | 20,936 | $1.58M | 0.39% | +20,936 | New |
| Beck Mack & Oliver LLC | 21,072 | $1.59M | 0.03% | +219+1.1% | Added |
| Mesirow Financial Investment Management, Inc. | 21,076 | $1.59M | 0.03% | −614−2.8% | Reduced |
| William B. Walkup & Associates, Inc. | 21,146 | $1.59M | 0.85% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 21,155 | $1.59M | 1.03% | +10,420+97.1% | Added |
| HM Payson & Co | 21,269 | $1.60M | 0.02% | −263−1.2% | Reduced |
| Syon Capital LLC | 21,404 | $1.61M | 0.09% | +4,190+24.3% | Added |
| Humankind Investments LLC | 21,439 | $1.62M | 0.37% | −1,314−5.8% | Reduced |
| AdvisorNet Financial, Inc | 21,478 | $1.62M | 0.09% | +18,130+541.5% | Added |
| Poehling Capital Management, LLC | 21,503 | $1.62M | 0.34% | −545−2.5% | Reduced |
| Moody National Bank Trust Division | 21,586 | $1.63M | 0.14% | +683+3.3% | Added |
| Slagle Financial, LLC | 21,591 | $1.63M | 0.60% | +918+4.4% | Added |
| Affinity Investment Advisors, LLC | 21,616 | $1.63M | 1.10% | +2,422+12.6% | Added |
| Iowa State Bank | 21,634 | $1.63M | 0.31% | +838+4.0% | Added |
| Principle Wealth Partners LLC | 21,769 | $1.64M | 0.10% | −67−0.3% | Reduced |
| Twin Capital Management Inc | 21,797 | $1.64M | 0.21% | −514−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 21,823 | $1.65M | 0.05% | −3,065−12.3% | Reduced |
| Pallas Capital Advisors LLC | 21,895 | $1.65M | 0.06% | +3,308+17.8% | Added |
| F/M Investments LLC | 21,966 | $1.66M | 0.06% | −9,126−29.4% | Reduced |
| Prospera Financial Services Inc | 22,185 | $1.67M | 0.03% | −1,543−6.5% | Reduced |
| Moloney Securities Asset Management, LLC | 22,206 | $1.67M | 0.20% | −9,471−29.9% | Reduced |
| Huntington National Bank | 22,224 | $1.68M | 0.01% | −946−4.1% | Reduced |
| Segall Bryant & Hamill, LLC | 22,322 | $1.68M | 0.02% | +122+0.5% | Added |
| Bollard Group LLC | 22,421 | $1.69M | 0.04% | +230+1.0% | Added |
| LifePlan Financial, LLC | 22,486 | $1.70M | 1.34% | +1,620+7.8% | Added |
| Mork Capital Management, LLC | 22,500 | $1.70M | 1.17% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 22,725 | $1.71M | 0.06% | +1,481+7.0% | Added |
| Canada Post Corp Registered Pension Plan | 22,773 | $1.72M | 0.08% | −688−2.9% | Reduced |
| Becker Capital Management Inc | 22,941 | $1.73M | 0.05% | −1,427−5.9% | Reduced |
| Two Sigma Investments, LP | 23,072 | $1.74M | 0.00% | +380+1.7% | Added |
| Blackstone Group Inc. | 23,247 | $1.75M | 0.01% | +23,247 | New |
| China Universal Asset Management Co., Ltd. | 23,300 | $1.76M | 0.15% | −6,700−22.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 23,324 | $1.76M | 1.89% | −5,261−18.4% | Reduced |
| Vise Technologies, Inc. | 23,462 | $1.77M | 0.07% | −5,793−19.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 23,611 | $1.78M | 0.35% | +11,465+94.4% | Added |
| Greenwich Wealth Management LLC | 23,632 | $1.78M | 0.09% | −33−0.1% | Reduced |
| Integrated Advisors Network LLC | 23,724 | $1.79M | 0.08% | −474−2.0% | Reduced |
| Birch Hill Investment Advisors LLC | 23,725 | $1.79M | 0.08% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 24,277 | $1.83M | 0.05% | +20,539+549.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,302 | $1.83M | 1.18% | −890−3.5% | Reduced |
| Volterra Technologies LP | 24,644 | $1.86M | 1.23% | +19,709+399.4% | Added |
| West Family Investments, Inc. | 24,664 | $1.86M | 0.42% | 00.0% | Unchanged |
| Archer Investment Corp | 24,770 | $1.87M | 0.42% | 00.0% | Unchanged |
| Lynch & Associates | 24,813 | $1.87M | 0.36% | +1,935+8.5% | Added |
| Fulton Bank, N.A. | 24,836 | $1.87M | 0.07% | −10,539−29.8% | Reduced |
| Carret Asset Management, LLC | 25,237 | $1.90M | 0.19% | −2,045−7.5% | Reduced |
| Bokf, NA | 25,254 | $1.90M | 0.03% | −1,177−4.5% | Reduced |
| IFP Advisors, Inc | 25,460 | $1.92M | 0.05% | +1,342+5.6% | Added |
| Chicago Partners Investment Group LLC | 23,426 | $1.93M | 0.05% | +6,839+41.2% | Added |
| Northwest & Ethical Investments L.P. | 25,544 | $1.93M | 0.05% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 25,632 | $1.93M | 0.64% | +1,200+4.9% | Added |
| Warren Averett Asset Management, LLC | 25,761 | $1.94M | 0.02% | +3,498+15.7% | Added |
| Stolper Co | 25,883 | $1.95M | 0.59% | +1,061+4.3% | Added |
| Hudson Portfolio Management LLC | 25,953 | $1.96M | 1.73% | −550−2.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 26,157 | $1.97M | 0.79% | −448−1.7% | Reduced |
| Premier Path Wealth Partners, LLC | 26,205 | $1.98M | 0.25% | −3,637−12.2% | Reduced |
| Benjamin Edwards Inc | 26,266 | $1.98M | 0.02% | −5,131−16.3% | Reduced |
| Banco BTG Pactual S.A. | 26,287 | $1.98M | 0.29% | +26,287 | New |
| Stratos Wealth Partners, LTD. | 26,394 | $1.99M | 0.02% | +281+1.1% | Added |
| J.W. Cole Advisors, Inc. | 26,407 | $1.99M | 0.04% | +1,852+7.5% | Added |
| Zurich Insurance Group Ltd | 26,500 | $2.00M | 0.01% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 25,996 | $2.00M | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 26,875 | $2.03M | 0.60% | −569−2.1% | Reduced |
| Bessemer Group Inc | 27,118 | $2.05M | 0.00% | +3,933+17.0% | Added |
| Lipe & Dalton | 27,297 | $2.06M | 1.02% | −100−0.4% | Reduced |
| Erste Asset Management GmbH | 27,343 | $2.07M | 0.02% | −17,762−39.4% | Reduced |
| Catalytic Wealth RIA, LLC | 27,627 | $2.08M | 0.07% | +18,574+205.2% | Added |
| Kennedy Capital Management, Inc. | 27,685 | $2.09M | 0.05% | −6,442−18.9% | Reduced |
| BCGM Wealth Management, LLC | 28,020 | $2.11M | 0.55% | +757+2.8% | Added |
| Prudential PLC | 28,163 | $2.12M | 0.02% | −693−2.4% | Reduced |
| Citizens & Northern Corp | 28,256 | $2.13M | 0.53% | −68−0.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 28,383 | $2.14M | 0.35% | +3,721+15.1% | Added |
| Caisse des Depots Et Consignations | 28,413 | $2.14M | 0.09% | −30,197−51.5% | Reduced |
| HBK Sorce Advisory LLC | 26,666 | $2.15M | 0.05% | −660−2.4% | Reduced |
| Tiaa Trust, National Association | 28,595 | $2.16M | 0.01% | +956+3.5% | Added |