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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 159 | $12.0K | 0.01% | +2+1.3% | Added |
| Rialto Wealth Management, LLC | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 174 | $13.1K | 0.00% | +1+0.6% | Added |
| Kilter Group LLC | 176 | $13.3K | 0.01% | +4+2.3% | Added |
| Country Trust Bank | 181 | $13.6K | 0.00% | −47−20.6% | Reduced |
| Crowley Wealth Management, Inc. | 185 | $13.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 191 | $14.4K | 0.01% | +47+32.6% | Added |
| Aventura Private Wealth, LLC | 192 | $14.5K | 0.01% | +136+242.9% | Added |
| Abound Wealth Management | 195 | $14.7K | 0.00% | +1+0.5% | Added |
| Centerpoint Advisors, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $15.1K | 0.01% | +130+185.7% | Added |
| Trust Co | 202 | $15.2K | 0.00% | −131−39.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 202 | $15.2K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 208 | $15.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 209 | $15.8K | 0.00% | +209 | New |
| Teachers Insurance & Annuity Association of America | 213 | $16.1K | 0.02% | +213 | New |
| Financial Management Professionals, Inc. | 214 | $16.1K | 0.00% | −8−3.6% | Reduced |
| Union Bancaire Privee, UBP SA | 213 | $16.1K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 217 | $16.4K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 222 | $16.7K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 222 | $16.7K | 0.00% | +21+10.4% | Added |
| Imprint Wealth LLC | 227 | $17.1K | 0.05% | +227 | New |
| Compass Financial Services Inc | 231 | $17.4K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 231 | $17.4K | 0.01% | +231 | New |
| Red Tortoise LLC | 232 | $17.5K | 0.01% | +3+1.3% | Added |
| Avion Wealth | 239 | $18.0K | 0.00% | −141−37.1% | Reduced |
| SWAN Capital LLC | 242 | $18.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 246 | $18.5K | 0.00% | +61+33.0% | Added |
| Pacific Center for Financial Services | 250 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $18.8K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 250 | $18.8K | 0.00% | +250 | New |
| Kennebec Savings Bank | 252 | $19.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 263 | $19.8K | 0.04% | −11,790−97.8% | Reduced |
| Lowe Wealth Advisors, LLC | 270 | $20.4K | 0.01% | +2+0.7% | Added |
| Howard Hughes Medical Institute | 272 | $20.5K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 274 | $20.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 275 | $20.7K | 0.00% | −18−6.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 281 | $21.2K | 0.01% | +2+0.7% | Added |
| Bank & Trust Co | 285 | $21.5K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 296 | $22.3K | 0.00% | −412−58.2% | Reduced |
| Chung Wu Investment Group, LLC | 300 | $22.6K | 0.02% | +300 | New |
| CoreFirst Bank & Trust | 302 | $22.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 313 | $23.6K | 0.01% | +3+1.0% | Added |
| Private Wealth Management Group, LLC | 320 | $24.1K | 0.01% | −2−0.6% | Reduced |
| Seneschal Advisors, LLC | 321 | $24.2K | 0.02% | +321 | New |
| Altshuler Shaham Ltd | 325 | $24.5K | 0.00% | +47+16.9% | Added |
| Hopwood Financial Services, Inc. | 333 | $25.1K | 0.02% | −450−57.5% | Reduced |
| North Ridge Wealth Advisors, Inc. | 334 | $25.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 337 | $25.4K | 0.01% | +18+5.6% | Added |
| Core Alternative Capital | 339 | $25.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 344 | $26.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 350 | $26.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 339 | $26.0K | 0.00% | +142+72.1% | Added |
| FSA Wealth Management LLC | 346 | $26.1K | 0.01% | +1+0.3% | Added |
| BankPlus Trust Department | 346 | $26.1K | 0.01% | −28−7.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 350 | $26.4K | 0.02% | +281+407.2% | Added |
| Granite FO LLC | 350 | $26.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 371 | $28.0K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 371 | $28.0K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 373 | $28.1K | 0.02% | +168+82.0% | Added |
| Stephenson National Bank & Trust | 377 | $28.4K | 0.01% | +106+39.1% | Added |
| Cornerstone National Bank & Trust Co | 378 | $28.5K | 0.01% | −126−25.0% | Reduced |
| Corundum Trust Company, INC | 382 | $28.8K | 0.06% | +382 | New |
| Whipplewood Advisors, LLC | 400 | $30.2K | 0.02% | −209−34.3% | Reduced |
| American National Bank | 400 | $30.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 400 | $30.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 411 | $31.0K | 0.01% | +35+9.3% | Added |
| Washington Trust Advisors, Inc. | 413 | $31.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 417 | $31.5K | 0.00% | −10−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 418 | $31.5K | 0.00% | +415+13,833.3% | Added |
| Riverview Trust Co | 418 | $31.5K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 435 | $32.8K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 438 | $33.1K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 439 | $33.1K | 0.01% | −17−3.7% | Reduced |
| Stone House Investment Management, LLC | 444 | $33.5K | 0.01% | −71−13.8% | Reduced |
| Roxbury Financial LLC | 461 | $34.8K | 0.03% | +1+0.2% | Added |
| WPG Advisers, LLC | 467 | $35.2K | 0.03% | +60+14.7% | Added |
| Costello Asset Management, INC | 476 | $35.9K | 0.01% | −97−16.9% | Reduced |
| Battery Global Advisors, LLC | 478 | $36.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 486 | $36.7K | 0.01% | +131+36.9% | Added |
| Standard Family Office LLC | 488 | $36.8K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 490 | $36.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 499 | $37.6K | 0.01% | −500−50.1% | Reduced |
| First Financial Corp | 500 | $37.7K | 0.01% | −100−16.7% | Reduced |
| Gables Capital Management Inc. | 500 | $37.7K | 0.02% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 500 | $37.7K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 507 | $38.0K | 0.01% | +43+9.3% | Added |
| Main Street Group, LTD | 522 | $39.4K | 0.01% | −800−60.5% | Reduced |
| Mascoma Wealth Management LLC | 523 | $39.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 525 | $39.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 535 | $40.3K | 0.00% | −285−34.8% | Reduced |
| Chesapeake Asset Management LLC | 540 | $40.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 532 | $40.8K | 0.01% | +33+6.6% | Added |
| Pacifica Partners Inc. | 534 | $41.0K | 0.01% | +124+30.2% | Added |
| AllSquare Wealth Management LLC | 550 | $41.5K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 562 | $42.4K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 573 | $43.2K | 0.00% | +324+130.1% | Added |
| Flagship Wealth Advisors, LLC | 581 | $43.8K | 0.01% | +233+67.0% | Added |