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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.

Institutional holdersQ3 2025: 1,838 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,367 institutionsQ2 2022: 2,311 institutionsQ3 2022: 2,330 institutionsQ4 2022: 2,411 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ3 2025: $82.5B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,411$95.7B
Q3 20222,330$98.9B
Q2 20222,311$95.5B
Q1 20222,367$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2025.

Institutions holding CVS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TigerOak Management, L.L.C.0$00.00%−3,763−100.0%Sold out
EHP Funds Inc.0$00.00%−3,700−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,506−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−3,296−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−3,257−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,201−100.0%Sold out
KPP Advisory Services LLC0$00.00%−3,069−100.0%Sold out
Dearborn Partners LLC0$00.00%−3,006−100.0%Sold out
Bramshill Investments, LLC0$00.00%−2,949−100.0%Sold out
MJP Associates Inc0$00.00%−2,939−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,382−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,000−100.0%Sold out
Perkins Coie Trust Co0$00.00%−900−100.0%Sold out
Compass Planning Associates Inc0$00.00%−836−100.0%Sold out
Sierra Ocean, LLC0$00.00%−623−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−581−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−187−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−546−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−512−100.0%Sold out
LOM Asset Management Ltd0$00.00%−400−100.0%Sold out
Ofi Invest Asset Management0$00.00%−373−100.0%Sold out
Olistico Wealth, LLC0$00.00%−290−100.0%Sold out
West Financial Advisors, LLC0$00.00%−203−100.0%Sold out
YANKCOM Partnership0$00.00%−190−100.0%Sold out
South Plains Financial, Inc.0$00.00%−170−100.0%Sold out
Strategic Wealth Designers0$00.00%−166−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−150−100.0%Sold out
CarsonAllaria Wealth Management, Ltd.0$00.00%−137−100.0%Sold out
Total Investment Management Inc0$00.00%−130−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−125−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−115−100.0%Sold out
Putney Financial Group LLC0$00.00%−107−100.0%Sold out
Transce3nd, LLC0$00.00%−95−100.0%Sold out
Kiker Wealth Management, LLC0$00.00%−92−100.0%Sold out
Ridgewood Investments LLC0$00.00%−86−100.0%Sold out
Silicon Valley Capital Partners0$00.00%−46−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−38−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−38−100.0%Sold out
Maseco LLP0$00.00%−37−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−29−100.0%Sold out
10Elms LLP0$00.00%−28−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−22−100.0%Sold out
FWL Investment Management, LLC0$00.00%−17−100.0%Sold out
Koesten, Hirschmann & Crabtree, INC.0$00.00%−7−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−6−100.0%Sold out
Kessler Investment Group, LLC0$00.00%−2−100.0%Sold out
Norges Bank––––Not filed
Camber Capital Management LP––––Not filed
Congress Wealth Management LLC––––Not filed
CIBC World Markets Corp––––Not filed
Avantax Advisory Services, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
J. W. Coons Advisors, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
Atlas Capital Advisors LLC––––Not filed
Scott Marsh Financial, LLC––––Not filed
Copperwynd Financial, LLC––––Not filed
Graypoint LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Wellington Capital Management, Inc.––––Not filed
E Fund Management Co., Ltd.––––Not filed
Sebold Capital Management, Inc.––––Not filed
Tyler-Stone Wealth Management––––Not filed
Union Savings Bank––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Vega Investment Solutions––––Not filed
PrairieView Partners, LLC––––Not filed
Centricity Wealth Management, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Talon Private Wealth, LLC––––Not filed
Parkworth Wealth Management, Inc.––––Not filed