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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 5,826 | $439.3K | 0.05% | +141+2.5% | Added |
| Ausdal Financial Partners, Inc. | 5,848 | $440.9K | 0.02% | +1,550+36.1% | Added |
| Private Wealth Asset Management, LLC | 5,876 | $443.0K | 0.05% | −500−7.8% | Reduced |
| Partners in Financial Planning | 5,888 | $443.9K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,922 | $446.5K | 0.01% | −2,628−30.7% | Reduced |
| Baker Avenue Asset Management, LP | 5,924 | $446.6K | 0.01% | +2,206+59.3% | Added |
| Dumont & Blake Investment Advisors LLC | 5,924 | $446.6K | 0.11% | −314−5.0% | Reduced |
| Rahlfs Capital, LLC | 5,930 | $447.1K | 0.35% | 00.0% | Unchanged |
| Rexford Capital Inc | 5,943 | $448.0K | 0.35% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,959 | $449.2K | 0.14% | +1,545+35.0% | Added |
| Global Financial Private Client, LLC | 6,011 | $453.2K | 0.16% | +6,011 | New |
| Aigen Investment Management, LP | 6,016 | $453.5K | 0.07% | +6,016 | New |
| St. Clair Advisors, LLC | 6,022 | $454.0K | 0.12% | +22+0.4% | Added |
| BCS Private Wealth Management, Inc. | 6,027 | $454.4K | 0.16% | +325+5.7% | Added |
| Birchbrook, Inc. | 6,034 | $454.9K | 0.24% | +239+4.1% | Added |
| Evoke Wealth, LLC | 6,042 | $455.5K | 0.01% | +2,472+69.2% | Added |
| Marino, Stram & Associates LLC | 6,044 | $455.7K | 0.08% | +20.0% | Added |
| Regal Investment Advisors LLC | 6,077 | $458.1K | 0.03% | +15+0.2% | Added |
| Webster Bank, N. A. | 6,080 | $458.4K | 0.04% | −791−11.5% | Reduced |
| Blueshift Asset Management, LLC | 6,085 | $458.7K | 0.14% | +316+5.5% | Added |
| Dixon Fnancial Services, Inc. | 6,089 | $459.1K | 0.21% | −103−1.7% | Reduced |
| YHB Investment Advisors, Inc. | 6,135 | $462.5K | 0.03% | −125−2.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,144 | $463.2K | 0.01% | −46−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 6,151 | $463.7K | 0.05% | +13+0.2% | Added |
| Reliant Investment Partners, LLC | 6,000 | $464.9K | 0.36% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 6,177 | $465.7K | 0.04% | −51−0.8% | Reduced |
| Kera Capital Partners, Inc. | 6,210 | $468.1K | 0.07% | +826+15.3% | Added |
| Addison Advisors LLC | 6,246 | $470.9K | 0.11% | −21−0.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 6,282 | $473.6K | 0.04% | +6,282 | New |
| Avidian Wealth Solutions, LLC | 6,285 | $473.8K | 0.02% | +214+3.5% | Added |
| Summit Wealth Group LLC | 6,843 | $477.8K | 0.07% | +6,843 | New |
| Procyon Private Wealth Partners, LLC | 6,342 | $478.1K | 0.03% | −497−7.3% | Reduced |
| Whalerock Point Partners, LLC | 6,355 | $479.1K | 0.10% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 6,358 | $479.3K | 0.01% | −4,296−40.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,428 | $484.6K | 0.03% | +54+0.8% | Added |
| Journey Strategic Wealth LLC | 6,451 | $486.3K | 0.01% | +2,612+68.0% | Added |
| Cullen Capital Management LLC | 6,455 | $486.6K | 0.01% | +6,455 | New |
| USA Financial Portformulas Corp | 6,464 | $487.3K | 0.09% | −14,254−68.8% | Reduced |
| Busey Wealth Management | 6,465 | $487.4K | 0.01% | −212−3.2% | Reduced |
| Crescent Grove Advisors, LLC | 6,471 | $487.8K | 0.05% | +165+2.6% | Added |
| Athena Investment Management | 6,489 | $489.2K | 0.25% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,507 | $490.6K | 0.06% | +3,588+122.9% | Added |
| Calamos Wealth Management LLC | 6,530 | $492.3K | 0.02% | +1,832+39.0% | Added |
| LifeWealth Investments, LLC | 6,532 | $492.4K | 0.08% | +510+8.5% | Added |
| GTS Securities LLC | 6,532 | $492.4K | 0.02% | +1,751+36.6% | Added |
| Charles Schwab Trust Co | 6,534 | $492.6K | 0.03% | +378+6.1% | Added |
| Money Concepts Capital Corp | 6,607 | $498.1K | 0.03% | +341+5.4% | Added |
| Pure Financial Advisors, Inc. | 6,609 | $498.2K | 0.01% | +80+1.2% | Added |
| North Forty Two & Co. | 6,618 | $498.9K | 0.49% | −1,275−16.2% | Reduced |
| Worth Financial Advisory Group, LLC | 6,625 | $499.5K | 0.28% | −115−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 6,497 | $499.8K | 0.05% | −603−8.5% | Reduced |
| Alta Advisers Ltd | 6,712 | $506.0K | 0.15% | 00.0% | Unchanged |
| First Nebraska Trust Co | 6,736 | $507.8K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,750 | $508.9K | 0.04% | −676−9.1% | Reduced |
| Koss-Olinger Consulting, LLC | 7,420 | $512.0K | 0.04% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 6,817 | $513.9K | 0.01% | −153−2.2% | Reduced |
| Armis Advisers, LLC | 6,557 | $514.3K | 0.05% | +572+9.6% | Added |
| Financial Engines Advisors L.L.C. | 6,836 | $515.4K | 0.00% | +123+1.8% | Added |
| Change Path, LLC | 6,838 | $515.5K | 0.01% | −633−8.5% | Reduced |
| Tobam | 6,846 | $516.0K | 0.19% | +1,896+38.3% | Added |
| Wallace Advisory Group, LLC | 7,483 | $516.2K | 0.41% | −2,350−23.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,850 | $516.4K | 0.34% | −100−1.4% | Reduced |
| Koshinski Asset Management, Inc. | 6,857 | $517.0K | 0.03% | −76−1.1% | Reduced |
| Baader Bank INC | 7,077 | $517.2K | 0.04% | +824+13.2% | Added |
| Ascent Group, LLC | 6,900 | $520.2K | 0.02% | +160+2.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,909 | $520.9K | 0.03% | +6,909 | New |
| Fayez Sarofim & Co | 6,913 | $521.2K | 0.00% | +140+2.1% | Added |
| Everhart Financial Group, Inc. | 6,922 | $521.8K | 0.05% | +1,435+26.2% | Added |
| Intrua Financial, LLC | 6,942 | $523.4K | 0.06% | −431−5.8% | Reduced |
| Prasad Wealth Partners, LLC | 6,963 | $524.9K | 0.15% | −4−0.1% | Reduced |
| Voleon Capital Management LP | 6,980 | $526.2K | 0.01% | −64,742−90.3% | Reduced |
| Jupiter Wealth Management LLC | 7,000 | $527.7K | 0.25% | +2,000+40.0% | Added |
| Williams Financial, LLC | 7,020 | $529.2K | 0.55% | +97+1.4% | Added |
| M.E. Allison & Co., Inc. | 7,023 | $529.5K | 0.37% | 00.0% | Unchanged |
| Avestar Capital, LLC | 7,035 | $530.4K | 0.04% | −293−4.0% | Reduced |
| Perpetual Ltd | 7,038 | $530.6K | 0.01% | −6,259−47.1% | Reduced |
| Zacks Investment Management | 7,087 | $534.3K | 0.00% | +7,087 | New |
| Beta Wealth Group, Inc. | 7,123 | $537.0K | 0.21% | −31,192−81.4% | Reduced |
| Insigneo Advisory Services, LLC | 7,142 | $538.4K | 0.04% | −941−11.6% | Reduced |
| Wellington Shields Capital Management, LLC | 7,153 | $539.3K | 0.08% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 7,168 | $540.4K | 0.12% | −333−4.4% | Reduced |
| Empire Financial Management Company, LLC | 7,198 | $542.7K | 0.12% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 7,224 | $544.6K | 0.10% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 7,265 | $547.7K | 0.18% | −464−6.0% | Reduced |
| Zions Bancorporation, National Association | 7,265 | $547.7K | 0.03% | +798+12.3% | Added |
| Axxcess Wealth Management, LLC | 7,291 | $549.7K | 0.01% | −446−5.8% | Reduced |
| Spire Wealth Management | 7,412 | $558.8K | 0.02% | −334−4.3% | Reduced |
| Cozad Asset Management Inc | 7,435 | $560.5K | 0.04% | −395−5.0% | Reduced |
| Flputnam Investment Management Co | 7,455 | $562.0K | 0.01% | −66−0.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,459 | $562.3K | 0.06% | −255−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,484 | $564.2K | 0.02% | +7,484 | New |
| Coastal Bridge Advisors, LLC | 7,498 | $565.3K | 0.04% | −1,087−12.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,534 | $568.0K | 0.10% | +1,469+24.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,536 | $568.1K | 0.02% | +7,536 | New |
| Farringdon Capital, Ltd. | 7,542 | $568.6K | 0.14% | +7,542 | New |
| Beaton Management Co. Inc. | 7,541 | $569.0K | 0.26% | −100−1.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,588 | $572.1K | 0.06% | −83−1.1% | Reduced |
| Quotient Wealth Partners, LLC | 7,673 | $578.5K | 0.02% | −150−1.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,695 | $579.0K | 0.01% | +7,395+2,465.0% | Added |
| Washington Trust Co | 7,685 | $579.3K | 0.02% | −10.0% | Reduced |