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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 3,039 | $229.1K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 3,047 | $229.7K | 0.00% | −4,323−58.7% | Reduced |
| Secure Asset Management, LLC | 2,996 | $230.3K | 0.04% | +38+1.3% | Added |
| Texas Bank & Trust Co | 3,062 | $230.8K | 0.09% | −6,541−68.1% | Reduced |
| Lyell Wealth Management, LP | 3,070 | $231.4K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,071 | $231.6K | 0.01% | −49−1.6% | Reduced |
| Tritonpoint Wealth, LLC | 3,075 | $231.8K | 0.02% | +12+0.4% | Added |
| Sentinel Trust Co Lba | 3,095 | $233.0K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 3,095 | $233.1K | 0.44% | +3,095 | New |
| Seamount Financial Group Inc | 3,100 | $233.7K | 0.11% | +3,100 | New |
| Great Point Wealth Advisors, LLC | 3,106 | $234.2K | 0.04% | +3,106 | New |
| Joel Isaacson & Co., LLC | 3,118 | $235.1K | 0.01% | +3,118 | New |
| MidWestOne Financial Group, Inc. | 3,119 | $235.1K | 0.03% | −17−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 3,125 | $235.6K | 0.01% | −573−15.5% | Reduced |
| Coastal Investment Advisors, Inc. | 3,127 | $235.7K | 0.08% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,133 | $236.2K | 0.01% | −30−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 3,141 | $236.8K | 0.05% | −1,113−26.2% | Reduced |
| Sivia Capital Partners, LLC | 3,148 | $237.3K | 0.07% | +3,148 | New |
| Tower Bridge Advisors | 3,152 | $237.6K | 0.02% | −2,300−42.2% | Reduced |
| Hemenway Trust Co LLC | 3,153 | $237.7K | 0.02% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 3,154 | $237.8K | 0.04% | −1,831−36.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,168 | $238.9K | 0.02% | −255−7.4% | Reduced |
| Holderness Investments Co | 3,169 | $238.9K | 0.05% | −432−12.0% | Reduced |
| Nichols & Pratt Advisers LLP | 3,183 | $240.0K | 0.02% | −99,245−96.9% | Reduced |
| Rossby Financial, LCC | 3,122 | $240.0K | 0.08% | +339+12.2% | Added |
| Accredited Wealth Management, LLC | 175 | $241.2K | 0.19% | −3,080−94.6% | Reduced |
| First National Bank | 3,210 | $242.0K | 0.13% | +3,210 | New |
| AA Financial Advisors, LLC | 3,242 | $244.4K | 0.05% | −38−1.2% | Reduced |
| Stonebrook Private Inc. | 3,245 | $244.6K | 0.05% | +3,245 | New |
| Sentry Investment Management LLC | 3,195 | $246.0K | 0.16% | +3,195 | New |
| LVW Advisors, LLC | 3,283 | $247.5K | 0.03% | +110+3.5% | Added |
| Blackston Financial Advisory Group, LLC | 3,286 | $247.7K | 0.15% | +3,286 | New |
| Legacy Advisors, LLC | 3,300 | $248.8K | 0.03% | +3,300 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,303 | $249.0K | 0.02% | −653−16.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,311 | $249.6K | 0.02% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 3,317 | $250.1K | 0.09% | +3,317 | New |
| Strategic Wealth Partners, Ltd. | 3,323 | $250.5K | 0.02% | −208−5.9% | Reduced |
| Main Street Financial Solutions, LLC | 3,336 | $251.5K | 0.02% | +3,336 | New |
| New Covenant Trust Company, N.A. | 3,343 | $252.0K | 0.23% | −79−2.3% | Reduced |
| Key Financial Inc | 3,286 | $252.6K | 0.05% | +5+0.2% | Added |
| Independence Bank of Kentucky | 3,354 | $252.9K | 0.03% | −4,320−56.3% | Reduced |
| Coppell Advisory Solutions LLC | 3,361 | $254.0K | 0.03% | +360+12.0% | Added |
| Revolve Wealth Partners, LLC | 3,380 | $254.8K | 0.03% | +442+15.0% | Added |
| Laraway Financial Inc | 3,381 | $254.9K | 0.17% | +296+9.6% | Added |
| Cercano Management LLC | 3,382 | $255.0K | 0.01% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,382 | $255.0K | 0.04% | +3,382 | New |
| Ellis Investment Partners, LLC | 3,385 | $255.2K | 0.05% | +33+1.0% | Added |
| Sepio Capital, LP | 3,387 | $255.3K | 0.02% | +3,387 | New |
| Holistic Financial Partners | 3,397 | $256.1K | 0.10% | +133+4.1% | Added |
| Board of the Pension Protection Fund | 3,400 | $256.3K | 0.25% | +3,400 | New |
| Guyasuta Investment Advisors Inc | 3,409 | $257.0K | 0.01% | −1,304−27.7% | Reduced |
| Capital Group Private Client Services, Inc. | 3,418 | $257.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,419 | $257.8K | 0.01% | −662−16.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,410 | $258.0K | 0.00% | +842+32.8% | Added |
| LS Investment Advisors, LLC | 3,440 | $259.3K | 0.04% | +90+2.7% | Added |
| Onefund, LLC | 3,442 | $259.5K | 0.17% | +134+4.1% | Added |
| Klingman & Associates, LLC | 3,447 | $259.9K | 0.01% | +266+8.4% | Added |
| Liberty Capital Management, Inc. | 3,453 | $260.3K | 0.05% | +3,453 | New |
| Clifford Swan Investment Counsel LLC | 3,461 | $260.9K | 0.01% | −8−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 3,465 | $261.2K | 0.02% | −75−2.1% | Reduced |
| GK Wealth Management LLC | 3,477 | $262.1K | 0.19% | +51+1.5% | Added |
| HBW Advisory Services LLC | 3,478 | $262.2K | 0.03% | +315+10.0% | Added |
| Simmons Bank | 3,478 | $262.2K | 0.02% | −249−6.7% | Reduced |
| BCS Wealth Management | 3,478 | $262.2K | 0.06% | −252−6.8% | Reduced |
| Diversified Enterprises, LLC | 3,483 | $262.6K | 0.02% | −65−1.8% | Reduced |
| Trustco Bank Corp N Y | 3,485 | $262.7K | 0.24% | −1,000−22.3% | Reduced |
| VeraBank, N.A. | 3,494 | $263.4K | 0.05% | −487−12.2% | Reduced |
| Iron Financial, LLC | 3,494 | $263.4K | 0.13% | +3,494 | New |
| Register Financial Advisors LLC | 3,498 | $263.7K | 0.10% | −311−8.2% | Reduced |
| JFS Wealth Advisors, LLC | 3,519 | $265.3K | 0.02% | −1,465−29.4% | Reduced |
| WSFS Capital Management, LLC | 3,528 | $266.0K | 0.01% | +3,528 | New |
| waypoint wealth counsel | 3,530 | $266.1K | 0.11% | +3,530 | New |
| Palumbo Wealth Management LLC | 3,995 | $267.0K | 0.09% | +3,995 | New |
| Westmount Partners, LLC | 3,493 | $268.5K | 0.07% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,576 | $269.6K | 0.16% | +11+0.3% | Added |
| Kendall Capital Management | 3,580 | $269.9K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,580 | $269.9K | 0.03% | +197+5.8% | Added |
| Atom Investors LP | 3,591 | $270.7K | 0.02% | +3,591 | New |
| Eagle Wealth Strategies LLC | 3,598 | $271.2K | 0.13% | +25+0.7% | Added |
| Berkshire Asset Management LLC | 3,598 | $271.3K | 0.01% | +156+4.5% | Added |
| GFS Advisors, LLC | 3,600 | $271.4K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,605 | $271.8K | 0.03% | +3,605 | New |
| Center For Asset Management LLC | 3,607 | $272.0K | 0.15% | +3,607 | New |
| Nilsine Partners, LLC | 3,608 | $272.0K | 0.02% | +3,608 | New |
| Trust Point Inc. | 3,614 | $272.5K | 0.02% | +3,614 | New |
| Wealth Advisory Solutions, LLC | 3,621 | $273.0K | 0.07% | −985−21.4% | Reduced |
| Brown Wealth Management, LLC | 3,629 | $273.6K | 0.08% | −70−1.9% | Reduced |
| Tyche Wealth Partners LLC | 3,635 | $274.0K | 0.05% | −1,009−21.7% | Reduced |
| Axiom Financial Strategies, LLC | 3,638 | $274.3K | 0.12% | +321+9.7% | Added |
| Quest 10 Wealth Builders, Inc. | 3,660 | $276.0K | 0.25% | −23−0.6% | Reduced |
| AGH Wealth Advisors, LLC | 3,677 | $277.2K | 0.20% | +23+0.6% | Added |
| JNBA Financial Advisors | 3,678 | $277.3K | 0.03% | −1,093−22.9% | Reduced |
| Kanawha Capital Management LLC | 3,678 | $277.3K | 0.02% | +550+17.6% | Added |
| JGP Wealth Management, LLC | 3,586 | $277.7K | 0.03% | +3,586 | New |
| Morningstar Investment Management LLC | 3,690 | $278.0K | 0.01% | −2,820−43.3% | Reduced |
| Vicus Capital | 3,702 | $279.1K | 0.02% | −398−9.7% | Reduced |
| Marshall Investment Management, LLC | 3,705 | $279.3K | 0.15% | 00.0% | Unchanged |
| Thomasville National Bank | 3,724 | $280.8K | 0.02% | +3,724 | New |
| Waldron Private Wealth LLC | 3,727 | $281.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,728 | $281.1K | 0.12% | +266+7.7% | Added |