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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 21,616 | $1.63M | 1.10% | +2,422+12.6% | Added |
| Slagle Financial, LLC | 21,591 | $1.63M | 0.60% | +918+4.4% | Added |
| Moody National Bank Trust Division | 21,586 | $1.63M | 0.14% | +683+3.3% | Added |
| Poehling Capital Management, LLC | 21,503 | $1.62M | 0.34% | −545−2.5% | Reduced |
| AdvisorNet Financial, Inc | 21,478 | $1.62M | 0.09% | +18,130+541.5% | Added |
| Humankind Investments LLC | 21,439 | $1.62M | 0.37% | −1,314−5.8% | Reduced |
| Syon Capital LLC | 21,404 | $1.61M | 0.09% | +4,190+24.3% | Added |
| HM Payson & Co | 21,269 | $1.60M | 0.02% | −263−1.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 21,155 | $1.59M | 1.03% | +10,420+97.1% | Added |
| William B. Walkup & Associates, Inc. | 21,146 | $1.59M | 0.85% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 21,076 | $1.59M | 0.03% | −614−2.8% | Reduced |
| Beck Mack & Oliver LLC | 21,072 | $1.59M | 0.03% | +219+1.1% | Added |
| Arjuna Capital | 20,936 | $1.58M | 0.39% | +20,936 | New |
| Tower Research Capital LLC (TRC) | 20,915 | $1.58M | 0.04% | +4,562+27.9% | Added |
| Tema ETFs LLC | 20,683 | $1.56M | 0.13% | +20,683 | New |
| Investors Research Corp | 20,537 | $1.55M | 0.29% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20,385 | $1.54M | 0.10% | +5,326+35.4% | Added |
| Wincap Financial LLC | 20,433 | $1.54M | 1.06% | +953+4.9% | Added |
| Quadrant Capital Group LLC | 20,365 | $1.54M | 0.05% | −461−2.2% | Reduced |
| Ostrum Asset Management | 20,309 | $1.53M | 0.07% | +7,709+61.2% | Added |
| Forum Financial Management, LP | 20,287 | $1.53M | 0.02% | +3,762+22.8% | Added |
| Donoghue Forlines LLC | 20,114 | $1.52M | 0.47% | −2,304−10.3% | Reduced |
| Wynn Capital, LLC | 20,061 | $1.51M | 0.73% | +340+1.7% | Added |
| RBF Capital, LLC | 20,000 | $1.51M | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,826 | $1.49M | 0.08% | +1,049+5.6% | Added |
| Kennondale Capital Management LLC | 19,787 | $1.49M | 1.14% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 19,755 | $1.49M | 0.06% | −5,733−22.5% | Reduced |
| Evergreen Capital Management LLC | 19,720 | $1.49M | 0.04% | −368−1.8% | Reduced |
| Jump Financial, LLC | 19,717 | $1.49M | 0.02% | +19,717 | New |
| Buckingham Strategic Partners | 19,316 | $1.48M | 0.02% | +8,703+82.0% | Added |
| Brighton Jones LLC | 19,542 | $1.47M | 0.04% | +8,747+81.0% | Added |
| Rossmore Private Capital | 19,494 | $1.47M | 0.16% | +50+0.3% | Added |
| Raiffeisen Bank International AG | 19,257 | $1.46M | 0.02% | +9,825+104.2% | Added |
| KCM Investment Advisors LLC | 19,220 | $1.45M | 0.05% | +5,649+41.6% | Added |
| Wellington Shields & Co., LLC | 19,152 | $1.44M | 0.38% | −1,868−8.9% | Reduced |
| Ransom Advisory, Ltd | 19,083 | $1.44M | 0.65% | −938−4.7% | Reduced |
| Stonegate Investment Group, LLC | 19,052 | $1.44M | 0.03% | −318−1.6% | Reduced |
| Diversify Advisory Services, LLC | 18,301 | $1.44M | 0.05% | +3,407+22.9% | Added |
| Foster & Motley Inc | 19,031 | $1.44M | 0.08% | −3,845−16.8% | Reduced |
| Coldstream Capital Management Inc | 19,015 | $1.43M | 0.02% | +1,381+7.8% | Added |
| GAMMA Investing LLC | 19,009 | $1.43M | 0.08% | +189+1.0% | Added |
| Readystate Asset Management LP | 18,966 | $1.43M | 0.07% | +18,966 | New |
| Inscription Capital, LLC | 18,904 | $1.43M | 0.15% | +11,332+149.7% | Added |
| Meeder Advisory Services, Inc. | 18,899 | $1.42M | 0.07% | −48−0.3% | Reduced |
| Boston Private Wealth LLC | 18,894 | $1.42M | 0.08% | −804−4.1% | Reduced |
| Redwood Investment Management, LLC | 18,891 | $1.42M | 0.15% | −7,896−29.5% | Reduced |
| Greenwood Capital Associates LLC | 18,874 | $1.42M | 0.16% | −61−0.3% | Reduced |
| CSS LLC | 18,741 | $1.41M | 0.08% | +7,410+65.4% | Added |
| National Asset Management, Inc. | 18,688 | $1.41M | 0.07% | +69+0.4% | Added |
| Pine Valley Investments Ltd Liability Co | 18,579 | $1.40M | 0.07% | −10.0% | Reduced |
| AlphaCore Capital LLC | 18,577 | $1.40M | 0.05% | +15,434+491.1% | Added |
| Richard Bernstein Advisors LLC | 18,562 | $1.40M | 0.04% | −19,373−51.1% | Reduced |
| Courier Capital LLC | 18,502 | $1.39M | 0.08% | +212+1.2% | Added |
| Foundations Investment Advisors, LLC | 18,473 | $1.39M | 0.02% | +9,140+97.9% | Added |
| Delta Capital Management LLC | 18,440 | $1.39M | 0.72% | −50.0% | Reduced |
| Delta Financial Advisors LLC | 18,242 | $1.38M | 0.39% | +43+0.2% | Added |
| Peak Financial Advisors LLC | 18,222 | $1.37M | 0.66% | +3,413+23.0% | Added |
| M&G Plc | 18,292 | $1.37M | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 18,091 | $1.36M | 0.08% | −893−4.7% | Reduced |
| Pensionfund Sabic | 18,000 | $1.36M | 0.37% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,975 | $1.36M | 0.02% | +1,782+11.0% | Added |
| Capital Investment Advisory Services, LLC | 17,974 | $1.36M | 0.11% | +2,424+15.6% | Added |
| Avantra Family Wealth, Inc. | 17,881 | $1.35M | 1.01% | +344+2.0% | Added |
| Hilltop Holdings Inc. | 17,822 | $1.34M | 0.07% | +640+3.7% | Added |
| Bayesian Capital Management, LP | 17,800 | $1.34M | 0.27% | −49,700−73.6% | Reduced |
| Boyar Asset Management Inc. | 17,795 | $1.34M | 0.85% | −984−5.2% | Reduced |
| Farther Finance Advisors, LLC | 17,793 | $1.34M | 0.02% | +2,421+15.7% | Added |
| Westport Asset Management Inc | 17,772 | $1.34M | 0.56% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,608 | $1.33M | 0.03% | +1,390+8.6% | Added |
| NewEdge Wealth, LLC | 16,899 | $1.33M | 0.02% | −18,855−52.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,548 | $1.32M | 0.09% | +16,770+2,155.5% | Added |
| Crestwood Advisors Group LLC | 17,519 | $1.32M | 0.02% | −646−3.6% | Reduced |
| Mengis Capital Management, Inc. | 17,355 | $1.31M | 0.26% | −1,750−9.2% | Reduced |
| Prelude Capital Management, LLC | 17,289 | $1.30M | 0.10% | +13,609+369.8% | Added |
| Beacon Pointe Advisors, LLC | 17,237 | $1.30M | 0.01% | −1,235−6.7% | Reduced |
| Nations Financial Group Inc, | 17,223 | $1.30M | 0.08% | +69+0.4% | Added |
| Grimes & Company, Inc. | 17,136 | $1.29M | 0.03% | +7,599+79.7% | Added |
| Twin Lakes Capital Management, LLC | 17,101 | $1.29M | 0.60% | −108−0.6% | Reduced |
| Welch & Forbes LLC | 17,030 | $1.28M | 0.02% | −5,704−25.1% | Reduced |
| Sheets Smith Wealth Management | 16,973 | $1.28M | 0.14% | +11,350+201.8% | Added |
| Tounjian Advisory Partners, LLC | 16,936 | $1.28M | 0.43% | +16,936 | New |
| Collar Capital Management, LLC | 16,865 | $1.27M | 0.89% | +1,295+8.3% | Added |
| Fidelis Capital Partners, LLC | 16,731 | $1.26M | 0.10% | +417+2.6% | Added |
| Palouse Capital Management, Inc. | 16,675 | $1.26M | 0.80% | +234+1.4% | Added |
| Essex Savings Bank | 16,677 | $1.26M | 0.28% | +140+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 16,610 | $1.25M | 0.08% | +1,004+6.4% | Added |
| Bailard, Inc. | 16,503 | $1.24M | 0.03% | +29+0.2% | Added |
| BKD Wealth Advisors, LLC | 16,427 | $1.24M | 0.02% | −1,667−9.2% | Reduced |
| Profund Advisors LLC | 16,372 | $1.23M | 0.04% | +217+1.3% | Added |
| EverSource Wealth Advisors, LLC | 16,255 | $1.23M | 0.05% | +3,225+24.8% | Added |
| Vestmark Advisory Solutions, Inc. | 16,185 | $1.22M | 0.02% | +9,815+154.1% | Added |
| Lazard Freres Gestion S.A.S. | 16,150 | $1.22M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,998 | $1.21M | 0.01% | +845+5.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $1.21M | 0.58% | −5,000−23.8% | Reduced |
| Ritholtz Wealth Management | 15,940 | $1.20M | 0.02% | +1,074+7.2% | Added |
| Transcend Wealth Collective, LLC | 15,737 | $1.19M | 0.08% | +2,595+19.7% | Added |
| Cornerstone Advisors, LLC | 15,700 | $1.18M | 0.04% | −18,100−53.6% | Reduced |
| Ingalls & Snyder LLC | 15,685 | $1.18M | 0.04% | −138−0.9% | Reduced |
| SageView Advisory Group, LLC | 15,677 | $1.18M | 0.04% | +414+2.7% | Added |
| Gibbs Wealth Management | 15,646 | $1.18M | 0.27% | −3,108−16.6% | Reduced |