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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 7,690 | $579.7K | 0.02% | −8,383−52.2% | Reduced |
| Crews Bank & Trust | 7,731 | $582.8K | 0.09% | −105−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,732 | $582.9K | 0.00% | −137,726−94.7% | Reduced |
| Pitcairn Co | 7,759 | $585.0K | 0.05% | −550−6.6% | Reduced |
| Fiera Capital Corp | 7,773 | $586.0K | 0.00% | +3,002+62.9% | Added |
| Wealth Alliance | 7,786 | $587.0K | 0.06% | −125−1.6% | Reduced |
| Savvy Advisors, Inc. | 7,824 | $589.8K | 0.03% | +2,331+42.4% | Added |
| State of Wyoming | 7,829 | $590.2K | 0.07% | −8,069−50.8% | Reduced |
| Centennial Wealth Advisory LLC | 7,852 | $592.0K | 0.16% | +336+4.5% | Added |
| American State Bank (Iowa) | 7,868 | $593.2K | 0.30% | +110+1.4% | Added |
| Leavell Investment Management, Inc. | 7,889 | $594.7K | 0.03% | +20.0% | Added |
| Polymer Capital Management (US) LLC | 7,891 | $594.9K | 0.08% | +7,891 | New |
| Dorsey & Whitney Trust CO LLC | 7,914 | $596.6K | 0.03% | +489+6.6% | Added |
| Qtron Investments LLC | 7,924 | $597.4K | 0.07% | +7,924 | New |
| Conning Inc. | 7,929 | $597.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7,934 | $598.1K | 0.08% | −1,614−16.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,969 | $600.8K | 0.20% | +178+2.3% | Added |
| Kovack Advisors, Inc. | 7,994 | $602.7K | 0.06% | +82+1.0% | Added |
| Hall Laurie J Trustee | 8,000 | $603.1K | 0.20% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 8,003 | $603.3K | 0.01% | −6,739−45.7% | Reduced |
| Diligent Investors, LLC | 8,080 | $609.1K | 0.15% | −271−3.2% | Reduced |
| Parallel Advisors, LLC | 8,093 | $610.2K | 0.01% | −337−4.0% | Reduced |
| Silverlake Wealth Management LLC | 8,211 | $619.0K | 0.15% | +33+0.4% | Added |
| Pettee Investors, Inc. | 8,230 | $620.5K | 0.34% | −660−7.4% | Reduced |
| Naples Global Advisors, LLC | 8,246 | $621.7K | 0.05% | +221+2.8% | Added |
| Verdence Capital Advisors LLC | 7,555 | $622.9K | 0.04% | −307−3.9% | Reduced |
| Waterloo Capital, L.P. | 8,293 | $625.2K | 0.05% | +1,027+14.1% | Added |
| Clear Street Markets LLC | 8,388 | $632.4K | 0.21% | +7,536+884.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,428 | $635.4K | 0.01% | +8,428 | New |
| Benin Management CORP | 8,495 | $640.4K | 0.15% | −33−0.4% | Reduced |
| Level Four Advisory Services, LLC | 8,528 | $642.9K | 0.02% | −642−7.0% | Reduced |
| Strategic Investment Advisors | 8,544 | $644.0K | 0.06% | +420+5.2% | Added |
| Chicago Trust Co NA | 8,626 | $650.3K | 0.09% | −159−1.8% | Reduced |
| Traub Capital Management LLC | 8,679 | $654.3K | 0.65% | −1,785−17.1% | Reduced |
| Chesapeake Capital Corp | 8,683 | $654.6K | 0.59% | +8,683 | New |
| Everett Harris & Co | 8,694 | $655.4K | 0.01% | −225−2.5% | Reduced |
| Investment House LLC | 8,715 | $657.0K | 0.03% | 00.0% | Unchanged |
| Boltwood Capital Management | 8,730 | $658.2K | 0.18% | +120+1.4% | Added |
| Essex LLC | 8,784 | $662.3K | 0.12% | −497−5.4% | Reduced |
| Eastern Bank | 8,791 | $662.7K | 0.01% | −1,182−11.9% | Reduced |
| United Asset Strategies, Inc. | 8,852 | $667.4K | 0.05% | +154+1.8% | Added |
| Newman Dignan & Sheerar, Inc. | 8,872 | $668.9K | 0.14% | −192−2.1% | Reduced |
| Spinnaker Trust | 8,917 | $672.3K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8,934 | $673.5K | 0.17% | +51+0.6% | Added |
| Cove Private Wealth, LLC | 9,104 | $686.4K | 0.22% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 9,106 | $686.5K | 0.36% | −4,165−31.4% | Reduced |
| WealthTrust Axiom LLC | 9,107 | $686.6K | 0.18% | +1,109+13.9% | Added |
| NBC Securities, Inc. | 9,109 | $686.8K | 0.05% | +1,090+13.6% | Added |
| Leigh Baldwin & Co., LLC | 9,172 | $691.5K | 0.39% | −481−5.0% | Reduced |
| Meridian Investment Counsel Inc. | 9,195 | $693.2K | 0.17% | −2,189−19.2% | Reduced |
| Garrison Point Advisors, LLC | 9,250 | $697.4K | 0.29% | +900+10.8% | Added |
| Smith, Salley & Associates | 9,256 | $697.8K | 0.04% | +254+2.8% | Added |
| Confluence Wealth Services, Inc. | 9,264 | $698.4K | 0.03% | −277−2.9% | Reduced |
| First National Bank & Trust Co of Newtown | 9,297 | $700.8K | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,331 | $703.5K | 0.09% | +801+9.4% | Added |
| Family Legacy, Inc. | 9,335 | $703.7K | 0.22% | −25−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,700 | $705.3K | 0.01% | −273−3.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,382 | $707.0K | 0.03% | −500−5.1% | Reduced |
| MONECO Advisors, LLC | 9,411 | $709.5K | 0.06% | −337−3.5% | Reduced |
| Sage Mountain Advisors LLC | 9,414 | $709.7K | 0.04% | −64−0.7% | Reduced |
| Meridian Wealth Management, LLC | 9,415 | $709.8K | 0.03% | −785−7.7% | Reduced |
| IFS Group,LLC | 9,253 | $711.3K | 0.63% | +9,253 | New |
| Sava Infond d.o.o. | 9,450 | $712.4K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,483 | $714.9K | 0.01% | −675−6.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 9,523 | $717.9K | 0.19% | +9,523 | New |
| MTM Investment Management, LLC | 9,541 | $719.3K | 0.23% | 00.0% | Unchanged |
| Peoples Bank | 9,550 | $720.0K | 0.72% | −4,918−34.0% | Reduced |
| Persium Advisors, LLC | 9,571 | $721.6K | 0.54% | +561+6.2% | Added |
| Glenview Trust Co | 9,583 | $722.5K | 0.01% | −174−1.8% | Reduced |
| Forza Wealth Management, LLC | 9,585 | $722.6K | 0.28% | +596+6.6% | Added |
| Triangle Securities Wealth Management | 9,655 | $727.9K | 0.16% | −143−1.5% | Reduced |
| Aurdan Capital Management, LLC | 9,700 | $731.3K | 0.23% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,706 | $731.7K | 0.01% | −125−1.3% | Reduced |
| BCU Wealth Advisors, LLC | 9,751 | $735.1K | 0.30% | +57+0.6% | Added |
| MMBG Investment Advisors Co. | 9,755 | $735.4K | 0.07% | −2,200−18.4% | Reduced |
| Brown Brothers Harriman & Co | 9,768 | $736.4K | 0.00% | +2,524+34.8% | Added |
| NCM Capital Management, LLC | 9,828 | $740.9K | 0.29% | +30.0% | Added |
| Heritage Investors Management Corp | 9,833 | $741.0K | 0.02% | −139−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 9,847 | $742.4K | 0.32% | +529+5.7% | Added |
| Cary Street Partners Financial LLC | 9,916 | $747.6K | 0.02% | −1,012−9.3% | Reduced |
| IPG Investment Advisors LLC | 10,000 | $753.9K | 0.13% | 00.0% | Unchanged |
| Albert D Mason Inc | 10,014 | $755.0K | 0.49% | −225−2.2% | Reduced |
| Cullen Investment Group, Ltd. | 9,747 | $755.3K | 0.10% | −2,126−17.9% | Reduced |
| Venture Visionary Partners LLC | 10,025 | $755.8K | 0.03% | +9+0.1% | Added |
| Herold Advisors, Inc. | 10,109 | $762.2K | 0.18% | −867−7.9% | Reduced |
| Founders Financial Alliance, LLC | 10,115 | $762.6K | 0.14% | −439−4.2% | Reduced |
| Thrive Capital Management, LLC | 10,131 | $763.7K | 0.20% | −381−3.6% | Reduced |
| SPC Financial, Inc. | 10,133 | $763.9K | 0.06% | +386+4.0% | Added |
| Bryn Mawr Trust Co | 10,156 | $765.7K | 0.02% | −4,843−32.3% | Reduced |
| St. Johns Investment Management Company, LLC | 10,161 | $766.1K | 0.33% | +1,496+17.3% | Added |
| Steadtrust LLC | 10,175 | $767.1K | 0.52% | +175+1.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,342 | $767.9K | 0.12% | +1,345+16.8% | Added |
| FSM Wealth Advisors, LLC | 10,203 | $769.2K | 0.11% | +289+2.9% | Added |
| MeadowBrook Investment Advisors LLC | 10,209 | $769.7K | 0.66% | −140−1.4% | Reduced |
| Anchor Investment Management, LLC | 10,264 | $773.8K | 0.06% | +30.0% | Added |
| Stoneridge Investment Partners LLC | 10,263 | $774.0K | 0.53% | +10,263 | New |
| Lester Murray Antman dba SimplyRich | 10,304 | $776.0K | 0.21% | −12−0.1% | Reduced |
| Northstar Group, Inc. | 10,313 | $777.5K | 0.11% | −1,377−11.8% | Reduced |
| JB Capital LLC | 10,344 | $779.8K | 0.03% | −21−0.2% | Reduced |
| Tweedy, Browne Co LLC | 10,357 | $780.8K | 0.07% | +5,296+104.6% | Added |