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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 4,214,060 | $315.4M | 0.28% | −126,984−2.9% | Reduced |
| Barclays PLC | 4,379,215 | $330.1M | 0.12% | +856,376+24.3% | Added |
| LSV Asset Management | 4,619,061 | $348.2M | 0.77% | −143,735−3.0% | Reduced |
| Nuveen, LLC | 5,075,514 | $382.6M | 0.10% | +1,486,576+41.4% | Added |
| Arrowstreet Capital, Limited Partnership | 5,294,134 | $399.1M | 0.25% | +2,188,307+70.5% | Added |
| Millennium Management LLC | 5,378,148 | $405.5M | 0.32% | +1,311,478+32.2% | Added |
| Wellington Management Group LLP | 6,330,717 | $477.3M | 0.08% | +5,042,816+391.6% | Added |
| Wells Fargo & Company | 6,891,288 | $519.5M | 0.11% | +168,559+2.5% | Added |
| Goldman Sachs Group Inc | 7,164,049 | $540.1M | 0.08% | −329,780−4.4% | Reduced |
| Franklin Resources Inc | 7,200,896 | $542.9M | 0.14% | −453,717−5.9% | Reduced |
| Dimensional Fund Advisors LP | 7,369,261 | $555.6M | 0.12% | −1,064,002−12.6% | Reduced |
| Amundi | 7,453,980 | $572.7M | 0.18% | +3,637,943+95.3% | Added |
| UBS Group AG | 7,602,740 | $573.2M | 0.11% | +944,560+14.2% | Added |
| UBS Asset Management Americas Inc | 7,924,874 | $597.5M | 0.13% | −1,452,125−15.5% | Reduced |
| Royal Bank of Canada | 8,010,558 | $603.9M | 0.11% | +31,705+0.4% | Added |
| Glenview Capital Management, LLC | 8,196,799 | $618.0M | 15.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,448,420 | $637.0M | 0.15% | +592,575+7.5% | Added |
| Bank of New York Mellon Corp | 8,533,512 | $643.3M | 0.12% | −122,098−1.4% | Reduced |
| Clearbridge Investments, LLC | 9,031,836 | $680.9M | 0.51% | −97,384−1.1% | Reduced |
| Legal & General Group Plc | 9,277,933 | $699.5M | 0.16% | +294,891+3.3% | Added |
| Bank of America Corp | 10,373,682 | $782.1M | 0.06% | +615,392+6.3% | Added |
| Davis Selected Advisers | 11,403,641 | $859.7M | 4.49% | −183,149−1.6% | Reduced |
| Capital Research Global Investors | 11,469,250 | $864.7M | 0.16% | +2,253,531+24.5% | Added |
| Northern Trust Corp | 12,173,218 | $917.7M | 0.12% | −3,1290.0% | Reduced |
| Charles Schwab Investment Management Inc | 13,940,631 | $1.05B | 0.17% | +157,157+1.1% | Added |
| Pzena Investment Management LLC | 15,844,972 | $1.19B | 3.86% | −901,881−5.4% | Reduced |
| Price T Rowe Associates Inc | 17,397,735 | $1.31B | 0.14% | +784,591+4.7% | Added |
| Morgan Stanley | 19,162,143 | $1.44B | 0.09% | +1,845,978+10.7% | Added |
| Invesco Ltd. | 24,293,058 | $1.83B | 0.29% | +760,579+3.2% | Added |
| Capital International Investors | 26,692,203 | $2.01B | 0.32% | +302,499+1.1% | Added |
| Geode Capital Management, LLC | 28,987,765 | $2.18B | 0.14% | +352,532+1.2% | Added |
| JPMorgan Chase & Co | 35,275,236 | $2.66B | 0.17% | +8,398,255+31.2% | Added |
| FMR LLC | 43,335,261 | $3.27B | 0.17% | −2,274,969−5.0% | Reduced |
| State Street Corp | 58,938,286 | $4.44B | 0.15% | +149,701+0.3% | Added |
| Capital World Investors | 68,382,158 | $5.16B | 0.70% | +1,419,575+2.1% | Added |
| Dodge & Cox | 73,176,586 | $5.52B | 2.98% | −112,180−0.2% | Reduced |
| Vanguard Group Inc | 118,885,106 | $8.96B | 0.13% | −1,514,025−1.3% | Reduced |
| BlackRock, Inc. | 119,836,144 | $9.03B | 0.16% | −2,850,536−2.3% | Reduced |
| AXA S.A. | 0 | $0 | 0.00% | −732,229−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −357,090−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −288,334−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −284,859−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −184,959−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −130,777−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −129,332−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −90,656−100.0% | Sold out |
| Patrick Mauro Investment Advisor, INC. | 0 | $0 | 0.00% | −60,264−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −45,813−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −38,090−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −36,699−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −28,910−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −24,981−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,937−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −18,999−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,809−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −16,322−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,755−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −15,063−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −14,745−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −13,752−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −13,288−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −11,063−100.0% | Sold out |
| Turtle Creek Asset Management Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −10,237−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −9,944−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,149−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −7,793−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −7,269−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −7,196−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Golden Reserve Retirement LLC | 0 | $0 | 0.00% | −6,784−100.0% | Sold out |
| Beacon Investment Advisors LLC | 0 | $0 | 0.00% | −6,808−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,268−100.0% | Sold out |
| Efficient Advisors, LLC | 0 | $0 | 0.00% | −5,999−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,896−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,832−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,577−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −4,704−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −4,546−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| BXM Wealth LLC | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −4,392−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Ipsen Advisor Group LLC | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |