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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 1,917 | $144.5K | 0.06% | +20+1.1% | Added |
| Johnson Financial Group, Inc. | 1,928 | $145.4K | 0.01% | +939+94.9% | Added |
| Oakworth Capital, Inc. | 1,949 | $146.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,960 | $147.8K | 0.03% | −50−2.5% | Reduced |
| ESL Trust Services, LLC | 2,000 | $150.8K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 2,000 | $150.8K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,006 | $151.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,011 | $151.6K | 0.01% | −185−8.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,038 | $153.6K | 0.01% | +2,038 | New |
| Quent Capital, LLC | 2,062 | $155.4K | 0.01% | +2,062 | New |
| City State Bank | 2,105 | $158.7K | 0.05% | −197−8.6% | Reduced |
| Ameritas Advisory Services, LLC | 2,114 | $159.3K | 0.01% | −3,761−64.0% | Reduced |
| Creative Financial Designs Inc | 2,123 | $160.1K | 0.01% | +5+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,157 | $162.6K | 0.00% | +8+0.4% | Added |
| Salomon & Ludwin, LLC | 2,195 | $170.1K | 0.02% | +634+40.6% | Added |
| Grove Bank & Trust | 2,261 | $170.5K | 0.02% | +99+4.6% | Added |
| Centaurus Financial, Inc. | 2,287 | $172.0K | 0.01% | −247−9.7% | Reduced |
| Optimum Investment Advisors | 2,302 | $173.5K | 0.07% | −403−14.9% | Reduced |
| Tortoise Investment Management, LLC | 2,311 | $174.2K | 0.02% | +31+1.4% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 2,395 | $180.6K | 2.33% | +2,395 | New |
| Clear Investment Research, LLC | 2,436 | $183.7K | 0.25% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,512 | $189.4K | 0.08% | +17+0.7% | Added |
| Meeder Asset Management Inc | 2,568 | $193.6K | 0.01% | +2,297+847.6% | Added |
| BNP Paribas | 2,600 | $196.0K | 0.01% | +1,600+160.0% | Added |
| Palisade Asset Management, LLC | 2,602 | $196.2K | 0.02% | −497−16.0% | Reduced |
| Ameriflex Group, Inc. | 2,624 | $197.8K | 0.07% | +2,055+361.2% | Added |
| Bullock Wealth Management Group | 2,600 | $199.9K | 0.10% | −8−0.3% | Reduced |
| Circle Wealth Management, LLC | 2,654 | $200.1K | 0.00% | +2,654 | New |
| Sutton Place Investors LLC | 2,655 | $200.2K | 0.11% | +2,655 | New |
| Avantax Planning Partners, Inc. | 2,656 | $200.2K | 0.01% | +2,656 | New |
| 180 Wealth Advisors, LLC | 2,656 | $200.3K | 0.02% | +2,656 | New |
| North Star Asset Management Inc | 2,662 | $200.7K | 0.01% | +2,662 | New |
| Fiduciary Group LLC | 2,662 | $200.7K | 0.02% | +2,662 | New |
| Lord, Abbett & Co. LLC | 2,668 | $201.0K | 0.00% | −346−11.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,504 | $202.0K | 0.15% | +2,504 | New |
| Sax Wealth Advisors, LLC | 2,681 | $202.1K | 0.01% | +2,681 | New |
| Fundamentun, LLC | 2,689 | $202.8K | 0.01% | +2,689 | New |
| Medallion Wealth Advisors, LLC | 2,697 | $203.4K | 0.07% | +7+0.3% | Added |
| Sky Investment Group LLC | 2,698 | $203.4K | 0.03% | +2,698 | New |
| Catalyst Funds Management Pty Ltd | 2,700 | $203.6K | 0.03% | +2,700 | New |
| W Advisors, LLC | 2,708 | $204.2K | 0.11% | +2,708 | New |
| Blue Barn Wealth, LLC | 2,711 | $204.4K | 0.09% | +2,711 | New |
| PFG Advisors | 2,716 | $204.7K | 0.01% | +2,716 | New |
| Signet Financial Management, LLC | 2,723 | $205.3K | 0.02% | +2,723 | New |
| Long Island Wealth Management, Inc. | 2,728 | $205.6K | 0.10% | +2,728 | New |
| Advisor OS, LLC | 2,728 | $205.7K | 0.02% | −1,003−26.9% | Reduced |
| VestGen Advisors, LLC | 2,734 | $206.1K | 0.01% | +2,734 | New |
| 1620 Investment Advisors, Inc. | 2,736 | $206.3K | 0.14% | +157+6.1% | Added |
| Guardian Wealth Advisors, LLC | 2,740 | $206.6K | 0.01% | +2,740 | New |
| Keystone Financial Services | 2,742 | $206.7K | 0.06% | +2,742 | New |
| Fukoku Mutual Life Insurance Co | 2,743 | $206.8K | 0.01% | +2,743 | New |
| Centurion Wealth Management LLC | 2,746 | $207.0K | 0.05% | +2,746 | New |
| Next Level Private LLC | 2,695 | $207.1K | 0.06% | +2,695 | New |
| Fielder Capital Group LLC | 2,752 | $207.5K | 0.05% | +2,752 | New |
| Perennial Investment Advisors, LLC | 2,754 | $207.6K | 0.02% | +2,754 | New |
| Clarius Group, LLC | 2,755 | $207.7K | 0.01% | −856−23.7% | Reduced |
| Tranquilli Financial Advisor LLC | 2,760 | $208.1K | 0.12% | +2,760 | New |
| Shulman DeMeo Asset Management LLC | 2,760 | $208.1K | 0.05% | +2,760 | New |
| Tempus Wealth Planning, LLC | 2,765 | $208.4K | 0.05% | −163−5.6% | Reduced |
| Avalon Trust Co | 2,766 | $208.5K | 0.01% | +2,766 | New |
| Spartan Planning & Wealth Management | 2,770 | $208.8K | 0.16% | +2,770 | New |
| HFG Advisors, Inc. | 2,773 | $209.1K | 0.15% | +2,773 | New |
| DT Investment Partners, LLC | 2,777 | $209.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,736 | $210.0K | 0.01% | −38−1.4% | Reduced |
| White Pine Capital LLC | 2,787 | $210.1K | 0.06% | +2,787 | New |
| Azimuth Capital Investment Management LLC | 2,793 | $210.6K | 0.01% | +2,793 | New |
| Northwest Bancshares, Inc. | 2,794 | $210.6K | 0.03% | +2,794 | New |
| FNY Investment Advisers, LLC | 2,807 | $211.0K | 0.07% | +2,138+319.6% | Added |
| Clarion Wealth Managment Partners, LLC | 2,812 | $212.0K | 0.21% | −233−7.7% | Reduced |
| Full Sail Capital, LLC | 2,816 | $212.3K | 0.01% | +2,816 | New |
| Formidable Asset Management, LLC | 3,095 | $213.5K | 0.03% | −1,423−31.5% | Reduced |
| McAdam, LLC | 2,832 | $213.5K | 0.01% | +2,832 | New |
| Institute for Wealth Management, LLC. | 2,833 | $213.6K | 0.02% | −398−12.3% | Reduced |
| Alpha Family Trust | 2,840 | $214.1K | 0.10% | −2,445−46.3% | Reduced |
| Resurgent Financial Advisors LLC | 2,846 | $214.6K | 0.11% | +2,846 | New |
| Tiemann Investment Advisors, LLC | 2,849 | $214.9K | 0.08% | +2,849 | New |
| L.M. Kohn & Company | 2,850 | $214.9K | 0.26% | −1,378−32.6% | Reduced |
| LeClair Wealth Partners LLC | 2,870 | $216.4K | 0.13% | +2,870 | New |
| Genesis Private Wealth, LLC | 2,873 | $216.6K | 0.09% | +2,873 | New |
| Traphagen Investment Advisors LLC | 2,874 | $216.7K | 0.02% | +2,874 | New |
| Acorns Advisers, LLC | 2,884 | $217.0K | 0.00% | +2,884 | New |
| Wealth Architects, LLC | 2,880 | $217.1K | 0.02% | +2,880 | New |
| Moss Adams Wealth Advisors LLC | 2,881 | $217.2K | 0.02% | +2,881 | New |
| Howe & Rusling Inc | 2,883 | $217.4K | 0.01% | −165−5.4% | Reduced |
| WealthShield Partners, LLC | 2,888 | $217.8K | 0.02% | +2,888 | New |
| Sunburst Financial Group, LLC | 2,889 | $217.8K | 0.05% | +2,889 | New |
| Arvest Bank Trust Division | 2,889 | $217.8K | 0.01% | +2,889 | New |
| Weil Company, Inc. | 2,899 | $218.6K | 0.05% | −5−0.2% | Reduced |
| Middleton & Co Inc | 2,900 | $218.6K | 0.02% | −200−6.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,903 | $218.9K | 0.04% | −597−17.1% | Reduced |
| First Financial Bankshares Inc | 2,903 | $218.9K | 0.00% | +2,903 | New |
| Capital City Trust Co | 2,915 | $219.8K | 0.05% | −379−11.5% | Reduced |
| Wolverine Asset Management LLC | 2,922 | $220.3K | 0.00% | +2,922 | New |
| TT Capital Management LLC | 2,973 | $224.1K | 0.17% | −1,125−27.5% | Reduced |
| Lighthouse Financial LLC | 2,979 | $224.6K | 0.15% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,988 | $225.3K | 0.11% | −1,150−27.8% | Reduced |
| American National Bank of Texas | 3,000 | $226.2K | 0.21% | +3,000 | New |
| Windsor Capital Management, LLC | 3,010 | $226.9K | 0.06% | −25−0.8% | Reduced |
| SBI Securities Co., Ltd. | 3,021 | $227.8K | 0.01% | −627−17.2% | Reduced |
| First Heartland Consultants, Inc. | 3,038 | $229.0K | 0.02% | +33+1.1% | Added |