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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| TriaGen Wealth Management LLC | 11,545 | $870.4K | 0.23% | −137−1.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $867.0K | 0.07% | 00.0% | Unchanged |
| Mendel Money Management | 11,467 | $864.5K | 0.36% | +100+0.9% | Added |
| Smith, Moore & Co. | 11,421 | $861.0K | 0.07% | +195+1.7% | Added |
| Montag A & Associates Inc | 11,352 | $855.8K | 0.04% | +12+0.1% | Added |
| Widmann Financial Services, Inc. | 11,311 | $852.8K | 0.54% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 11,300 | $851.9K | 0.04% | −85−0.7% | Reduced |
| Eads & Heald Wealth Management | 11,270 | $850.0K | 0.41% | −390−3.3% | Reduced |
| Broadwater Capital Management LLC | 11,210 | $845.1K | 0.62% | −762,056−98.6% | Reduced |
| Personal Cfo Solutions, LLC | 11,175 | $842.5K | 0.15% | +291+2.7% | Added |
| Abn Amro Investment Solutions | 11,103 | $837.1K | 0.02% | −1,801−14.0% | Reduced |
| Addison Capital Co | 11,040 | $832.3K | 0.25% | −692−5.9% | Reduced |
| Greenfield Savings Bank | 11,039 | $832.2K | 0.35% | −3,554−24.4% | Reduced |
| Umb Bank N A | 10,978 | $827.6K | 0.01% | −1,743−13.7% | Reduced |
| Focus Financial Network, Inc. | 10,958 | $826.1K | 0.03% | −480−4.2% | Reduced |
| Hartford Financial Management Inc. | 10,865 | $819.1K | 0.22% | −377−3.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,840 | $817.2K | 0.03% | −29−0.3% | Reduced |
| Choate Investment Advisors | 10,829 | $816.4K | 0.02% | −6,196−36.4% | Reduced |
| Lion Street Advisors, LLC | 9,093 | $811.8K | 0.28% | +730+8.7% | Added |
| Tectonic Advisors LLC | 10,737 | $809.5K | 0.04% | −2,248−17.3% | Reduced |
| Central Trust Co | 10,667 | $804.2K | 0.02% | −1,873−14.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 10,457 | $803.8K | 0.12% | +777+8.0% | Added |
| Pflug Koory, LLC | 10,643 | $802.4K | 0.38% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 10,626 | $801.1K | 0.20% | +9,372+747.4% | Added |
| FineMark National Bank & Trust | 10,608 | $799.7K | 0.03% | +1,032+10.8% | Added |
| V-Square Quantitative Management LLC | 10,571 | $796.9K | 0.13% | +96+0.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 10,561 | $796.2K | 0.59% | −455−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,252 | $794.4K | 0.02% | −2,339−18.6% | Reduced |
| Dimension Capital Management LLC | 10,507 | $792.1K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,502 | $792.0K | 0.05% | +92+0.9% | Added |
| First United Bank Trust | 10,492 | $791.0K | 0.26% | +612+6.2% | Added |
| Frank, Rimerman Advisors LLC | 10,477 | $789.9K | 0.05% | −24−0.2% | Reduced |
| Whittier Trust Co | 10,185 | $789.2K | 0.01% | −1,717−14.4% | Reduced |
| Mount Lucas Management LP | 10,420 | $785.6K | 0.35% | −187−1.8% | Reduced |
| Michels Family Financial, LLC | 10,420 | $785.5K | 0.61% | +187+1.8% | Added |
| Rehmann Capital Advisory Group | 10,512 | $784.4K | 0.04% | +279+2.7% | Added |
| Sierra Capital LLC | 10,378 | $782.0K | 0.09% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,371 | $781.8K | 0.02% | +489+4.9% | Added |
| Tweedy, Browne Co LLC | 10,357 | $780.8K | 0.07% | +5,296+104.6% | Added |
| JB Capital LLC | 10,344 | $779.8K | 0.03% | −21−0.2% | Reduced |
| Northstar Group, Inc. | 10,313 | $777.5K | 0.11% | −1,377−11.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,304 | $776.0K | 0.21% | −12−0.1% | Reduced |
| Stoneridge Investment Partners LLC | 10,263 | $774.0K | 0.53% | +10,263 | New |
| Anchor Investment Management, LLC | 10,264 | $773.8K | 0.06% | +30.0% | Added |
| MeadowBrook Investment Advisors LLC | 10,209 | $769.7K | 0.66% | −140−1.4% | Reduced |
| FSM Wealth Advisors, LLC | 10,203 | $769.2K | 0.11% | +289+2.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,342 | $767.9K | 0.12% | +1,345+16.8% | Added |
| Steadtrust LLC | 10,175 | $767.1K | 0.52% | +175+1.8% | Added |
| St. Johns Investment Management Company, LLC | 10,161 | $766.1K | 0.33% | +1,496+17.3% | Added |
| Bryn Mawr Trust Co | 10,156 | $765.7K | 0.02% | −4,843−32.3% | Reduced |
| SPC Financial, Inc. | 10,133 | $763.9K | 0.06% | +386+4.0% | Added |
| Thrive Capital Management, LLC | 10,131 | $763.7K | 0.20% | −381−3.6% | Reduced |
| Founders Financial Alliance, LLC | 10,115 | $762.6K | 0.14% | −439−4.2% | Reduced |
| Herold Advisors, Inc. | 10,109 | $762.2K | 0.18% | −867−7.9% | Reduced |
| Venture Visionary Partners LLC | 10,025 | $755.8K | 0.03% | +9+0.1% | Added |
| Cullen Investment Group, Ltd. | 9,747 | $755.3K | 0.10% | −2,126−17.9% | Reduced |
| Albert D Mason Inc | 10,014 | $755.0K | 0.49% | −225−2.2% | Reduced |
| IPG Investment Advisors LLC | 10,000 | $753.9K | 0.13% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 9,916 | $747.6K | 0.02% | −1,012−9.3% | Reduced |
| Investors Asset Management of Georgia Inc | 9,847 | $742.4K | 0.32% | +529+5.7% | Added |
| Heritage Investors Management Corp | 9,833 | $741.0K | 0.02% | −139−1.4% | Reduced |
| NCM Capital Management, LLC | 9,828 | $740.9K | 0.29% | +30.0% | Added |
| Brown Brothers Harriman & Co | 9,768 | $736.4K | 0.00% | +2,524+34.8% | Added |
| MMBG Investment Advisors Co. | 9,755 | $735.4K | 0.07% | −2,200−18.4% | Reduced |
| BCU Wealth Advisors, LLC | 9,751 | $735.1K | 0.30% | +57+0.6% | Added |
| Ronald Blue Trust, Inc. | 9,706 | $731.7K | 0.01% | −125−1.3% | Reduced |
| Aurdan Capital Management, LLC | 9,700 | $731.3K | 0.23% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 9,655 | $727.9K | 0.16% | −143−1.5% | Reduced |
| Forza Wealth Management, LLC | 9,585 | $722.6K | 0.28% | +596+6.6% | Added |
| Glenview Trust Co | 9,583 | $722.5K | 0.01% | −174−1.8% | Reduced |
| Persium Advisors, LLC | 9,571 | $721.6K | 0.54% | +561+6.2% | Added |
| Peoples Bank | 9,550 | $720.0K | 0.72% | −4,918−34.0% | Reduced |
| MTM Investment Management, LLC | 9,541 | $719.3K | 0.23% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 9,523 | $717.9K | 0.19% | +9,523 | New |
| Moneta Group Investment Advisors LLC | 9,483 | $714.9K | 0.01% | −675−6.6% | Reduced |
| Sava Infond d.o.o. | 9,450 | $712.4K | 0.10% | 00.0% | Unchanged |
| IFS Group,LLC | 9,253 | $711.3K | 0.63% | +9,253 | New |
| Meridian Wealth Management, LLC | 9,415 | $709.8K | 0.03% | −785−7.7% | Reduced |
| Sage Mountain Advisors LLC | 9,414 | $709.7K | 0.04% | −64−0.7% | Reduced |
| MONECO Advisors, LLC | 9,411 | $709.5K | 0.06% | −337−3.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,382 | $707.0K | 0.03% | −500−5.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,700 | $705.3K | 0.01% | −273−3.0% | Reduced |
| Family Legacy, Inc. | 9,335 | $703.7K | 0.22% | −25−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 9,331 | $703.5K | 0.09% | +801+9.4% | Added |
| First National Bank & Trust Co of Newtown | 9,297 | $700.8K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,264 | $698.4K | 0.03% | −277−2.9% | Reduced |
| Smith, Salley & Associates | 9,256 | $697.8K | 0.04% | +254+2.8% | Added |
| Garrison Point Advisors, LLC | 9,250 | $697.4K | 0.29% | +900+10.8% | Added |
| Meridian Investment Counsel Inc. | 9,195 | $693.2K | 0.17% | −2,189−19.2% | Reduced |
| Leigh Baldwin & Co., LLC | 9,172 | $691.5K | 0.39% | −481−5.0% | Reduced |
| NBC Securities, Inc. | 9,109 | $686.8K | 0.05% | +1,090+13.6% | Added |
| WealthTrust Axiom LLC | 9,107 | $686.6K | 0.18% | +1,109+13.9% | Added |
| Vaughan & Co Securities, Inc. | 9,106 | $686.5K | 0.36% | −4,165−31.4% | Reduced |
| Cove Private Wealth, LLC | 9,104 | $686.4K | 0.22% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8,934 | $673.5K | 0.17% | +51+0.6% | Added |
| Spinnaker Trust | 8,917 | $672.3K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 8,872 | $668.9K | 0.14% | −192−2.1% | Reduced |
| United Asset Strategies, Inc. | 8,852 | $667.4K | 0.05% | +154+1.8% | Added |
| Eastern Bank | 8,791 | $662.7K | 0.01% | −1,182−11.9% | Reduced |
| Essex LLC | 8,784 | $662.3K | 0.12% | −497−5.4% | Reduced |