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 |
|---|---|---|---|---|---|
| TFC Financial Management | 586 | $44.1K | 0.01% | +51+9.5% | Added |
| Murphy & Mullick Capital Management Corp | 599 | $45.2K | 0.03% | −631−51.3% | Reduced |
| Park Circle Co | 600 | $45.2K | 0.04% | −400−40.0% | Reduced |
| Rosenberg Matthew Hamilton | 608 | $45.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 615 | $46.4K | 0.00% | −88−12.5% | Reduced |
| Bogart Wealth, LLC | 618 | $46.6K | 0.00% | +5+0.8% | Added |
| UMA Financial Services, Inc. | 636 | $47.9K | 0.01% | +362+132.1% | Added |
| West Branch Capital LLC | 640 | $48.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 653 | $49.0K | 0.01% | +153+30.6% | Added |
| Wolff Wiese Magana LLC | 651 | $49.1K | 0.03% | 00.0% | Unchanged |
| Financial Life Planners | 656 | $49.5K | 0.03% | +656 | New |
| Plante Moran Financial Advisors, LLC | 662 | $49.9K | 0.00% | +27+4.3% | Added |
| SJS Investment Consulting Inc. | 688 | $51.8K | 0.01% | +646+1,538.1% | Added |
| Heritage Wealth Advisors | 700 | $52.8K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 700 | $52.8K | 0.03% | +200+40.0% | Added |
| Indiana Trust & Investment Management CO | 706 | $53.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 708 | $53.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 719 | $54.2K | 0.01% | +252+54.0% | Added |
| Covestor Ltd | 724 | $55.0K | 0.03% | −24−3.2% | Reduced |
| Atlantic Trust, LLC | 779 | $58.7K | 0.01% | −13−1.6% | Reduced |
| Keener Financial Planning LLC | 783 | $59.0K | 0.03% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 800 | $60.3K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 817 | $61.6K | 0.03% | +817 | New |
| Delta Asset Management LLC | 820 | $61.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 819 | $62.0K | 0.01% | −83−9.2% | Reduced |
| Hemington Wealth Management | 834 | $62.0K | 0.01% | +54+6.9% | Added |
| Park Place Capital Corp | 828 | $62.4K | 0.01% | +15+1.8% | Added |
| Old Point Trust & Financial Services N A | 833 | $62.8K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 835 | $63.0K | 0.00% | −74−8.1% | Reduced |
| PFS Partners, LLC | 839 | $63.3K | 0.03% | +39+4.9% | Added |
| Glass Jacobson Investment Advisors llc | 845 | $63.7K | 0.02% | +9+1.1% | Added |
| Caldwell Trust Co | 879 | $66.3K | 0.01% | +249+39.5% | Added |
| Future Financial Wealth Managment LLC | 887 | $66.9K | 0.04% | −2,197−71.2% | Reduced |
| Bangor Savings Bank | 905 | $68.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 915 | $69.0K | 0.05% | −256−21.9% | Reduced |
| GW&K Investment Management, LLC | 917 | $69.0K | 0.00% | −41−4.3% | Reduced |
| Millstone Evans Group, LLC | 928 | $70.0K | 0.04% | −130−12.3% | Reduced |
| City Holding Co | 976 | $73.6K | 0.01% | +16+1.7% | Added |
| New England Capital Financial Advisors LLC | 976 | $73.6K | 0.03% | +5+0.5% | Added |
| Financial Network Wealth Advisors LLC | 983 | $74.1K | 0.08% | +51+5.5% | Added |
| LFA - Lugano Financial Advisors SA | 1,000 | $74.8K | 0.04% | −140−12.3% | Reduced |
| Hoey Investments, Inc | 1,000 | $75.4K | 0.01% | +400+66.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,000 | $75.4K | 0.03% | +1,000 | New |
| Y.D. More Investments Ltd | 1,040 | $78.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,064 | $80.0K | 0.00% | −167−13.6% | Reduced |
| True Wealth Design, LLC | 1,071 | $80.8K | 0.02% | +654+156.8% | Added |
| Smallwood Wealth Investment Management, LLC | 1,117 | $84.2K | 0.04% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 1,137 | $85.0K | 0.06% | +12+1.1% | Added |
| HHM Wealth Advisors, LLC | 1,130 | $85.2K | 0.01% | −127−10.1% | Reduced |
| Sachetta, LLC | 1,136 | $85.6K | 0.03% | +237+26.4% | Added |
| Clean Yield Group | 1,140 | $85.9K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,151 | $86.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,152 | $86.8K | 0.03% | +46+4.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,155 | $87.1K | 0.01% | +1,155 | New |
| Silvant Capital Management LLC | 1,169 | $88.1K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,171 | $88.3K | 0.01% | −945−44.7% | Reduced |
| WFA of San Diego, LLC | 1,177 | $88.7K | 0.06% | −75−6.0% | Reduced |
| CNB Bank | 1,179 | $88.9K | 0.04% | +207+21.3% | Added |
| Blue Bell Private Wealth Management, LLC | 1,179 | $88.9K | 0.01% | +294+33.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,187 | $89.0K | 0.03% | −495−29.4% | Reduced |
| Coston, McIsaac & Partners | 1,187 | $89.0K | 0.02% | +4+0.3% | Added |
| JPL Wealth Management, LLC | 1,214 | $91.5K | 0.02% | +1,214 | New |
| Pinnacle Bancorp, Inc. | 1,219 | $91.9K | 0.03% | +751+160.5% | Added |
| Cape Investment Advisory, Inc. | 1,248 | $94.1K | 0.09% | −59−4.5% | Reduced |
| Groupe la Francaise | 1,500 | $96.5K | 0.00% | +1,500 | New |
| Ogorek Anthony Joseph | 1,292 | $97.0K | 0.03% | −30−2.3% | Reduced |
| United Community Bank | 1,317 | $99.3K | 0.03% | −260−16.5% | Reduced |
| Colonial Trust Co | 1,320 | $99.5K | 0.01% | +32+2.5% | Added |
| Peoples Financial Services Corp. | 1,324 | $99.8K | 0.05% | −314−19.2% | Reduced |
| Hilltop National Bank | 1,325 | $99.9K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,329 | $100.2K | 0.01% | +111+9.1% | Added |
| Arlington Trust Co LLC | 1,336 | $100.7K | 0.02% | −306−18.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,340 | $101.0K | 0.06% | +1+0.1% | Added |
| Center for Financial Planning, Inc. | 1,341 | $101.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,344 | $101.3K | 0.00% | −330−19.7% | Reduced |
| Motco | 1,348 | $101.6K | 0.01% | +1,009+297.6% | Added |
| WFA Asset Management Corp | 1,620 | $101.9K | 0.06% | −44−2.6% | Reduced |
| Hudson Bay Capital Management LP | 1,358 | $102.4K | 0.00% | −2,029−59.9% | Reduced |
| Eisler Capital Management Ltd. | 1,405 | $105.9K | 0.00% | −11,922−89.5% | Reduced |
| Bayforest Capital Ltd | 1,428 | $107.7K | 0.05% | +1,113+353.3% | Added |
| Ameliora Wealth Management Ltd. | 1,440 | $108.6K | 0.04% | +1,440 | New |
| Valley National Advisers Inc | 1,467 | $110.0K | 0.02% | −719−32.9% | Reduced |
| Leonteq Securities AG | 1,471 | $110.9K | 0.01% | +1,471 | New |
| MCF Advisors LLC | 1,482 | $111.7K | 0.01% | +1,008+212.7% | Added |
| Bank of Jackson Hole Trust | 1,572 | $118.5K | 0.06% | −645−29.1% | Reduced |
| North Capital, Inc. | 1,591 | $119.9K | 0.09% | −3−0.2% | Reduced |
| Sittner & Nelson, LLC | 1,607 | $121.2K | 0.04% | +1,000+164.7% | Added |
| Nemes Rush Group LLC | 1,640 | $123.6K | 0.01% | −100−5.7% | Reduced |
| Pinney & Scofield, Inc. | 1,657 | $124.9K | 0.08% | −325−16.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,660 | $125.1K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,661 | $125.2K | 0.09% | +6+0.4% | Added |
| Centennial Bank | 1,666 | $125.6K | 0.05% | 00.0% | Unchanged |
| Gifford Fong Associates | 1,675 | $126.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,700 | $128.2K | 0.02% | −46−2.6% | Reduced |
| Asset Dedication, LLC | 1,741 | $131.3K | 0.01% | +96+5.8% | Added |
| Proathlete Wealth Management LLC | 1,753 | $132.2K | 0.04% | +18+1.0% | Added |
| Legacy Bridge, LLC | 1,775 | $133.8K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,783 | $134.4K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,790 | $134.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,800 | $135.7K | 0.00% | 00.0% | Unchanged |