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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 15,636 | $1.18M | 0.02% | −2,889−15.6% | Reduced |
| Tower Trust & Investment Co | 15,576 | $1.17M | 0.79% | −188−1.2% | Reduced |
| Harvest Fund Management Co., Ltd | 15,544 | $1.17M | 0.05% | +1,925+14.1% | Added |
| Sumitomo Life Insurance Co | 15,496 | $1.17M | 0.04% | −467−2.9% | Reduced |
| Sterling Financial Group, Inc. | 15,486 | $1.17M | 0.37% | −70−0.4% | Reduced |
| Community Bank, N.A. | 15,488 | $1.17M | 0.14% | −5,745−27.1% | Reduced |
| Deseret Mutual Benefit Administrators | 15,459 | $1.17M | 0.49% | +1,167+8.2% | Added |
| Wealthspire Advisors, LLC | 15,370 | $1.16M | 0.01% | −2,908−15.9% | Reduced |
| Richard W. Paul & Associates, LLC | 15,295 | $1.15M | 0.39% | −615−3.9% | Reduced |
| TSFG, LLC | 15,186 | $1.15M | 0.18% | −362−2.3% | Reduced |
| Round Rock Advisors, LLC | 15,041 | $1.13M | 0.18% | −70−0.5% | Reduced |
| Global Retirement Partners, LLC | 15,007 | $1.13M | 0.03% | −2,510−14.3% | Reduced |
| Wedbush Securities Inc | 14,979 | $1.13M | 0.04% | −189−1.2% | Reduced |
| 111 Capital | 14,952 | $1.13M | 0.21% | +14,952 | New |
| Prime Capital Investment Advisors, LLC | 14,900 | $1.12M | 0.01% | −98−0.7% | Reduced |
| Capital Advisors Inc | 14,876 | $1.12M | 0.02% | −127−0.8% | Reduced |
| IMC-Chicago, LLC | 14,840 | $1.12M | 0.02% | +14,840 | New |
| Sagespring Wealth Partners, LLC | 14,839 | $1.12M | 0.02% | +104+0.7% | Added |
| Curbstone Financial Management Corp | 14,832 | $1.12M | 0.21% | −646−4.2% | Reduced |
| Aptus Capital Advisors, LLC | 14,814 | $1.12M | 0.01% | −1,421−8.8% | Reduced |
| Legacy Capital Group California, Inc. | 14,809 | $1.12M | 0.28% | +92+0.6% | Added |
| Severin Investments, LLC | 14,789 | $1.11M | 0.99% | +8,212+124.9% | Added |
| Jefferies Financial Group Inc. | 14,750 | $1.11M | 0.01% | +14,750 | New |
| Wedmont Private Capital | 14,311 | $1.10M | 0.04% | +2,120+17.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,567 | $1.10M | 0.03% | +1,412+10.7% | Added |
| We Are One Seven, LLC | 14,555 | $1.10M | 0.03% | +3,004+26.0% | Added |
| Bahl & Gaynor Inc | 14,553 | $1.10M | 0.01% | −398−2.7% | Reduced |
| NorthRock Partners, LLC | 14,552 | $1.10M | 0.02% | +2,568+21.4% | Added |
| Trust Asset Management LLC | 14,536 | $1.10M | 0.08% | 00.0% | Unchanged |
| David Loasby | 14,153 | $1.09M | 0.08% | −40.0% | Reduced |
| Boston Trust Walden Corp | 14,413 | $1.09M | 0.01% | −200−1.4% | Reduced |
| InvesTrust | 14,384 | $1.08M | 0.40% | 00.0% | Unchanged |
| Signaturefd, LLC | 14,351 | $1.08M | 0.02% | −1,250−8.0% | Reduced |
| Novem Group | 14,260 | $1.08M | 0.13% | +2,266+18.9% | Added |
| Greenup Street Wealth Management LLC | 14,259 | $1.07M | 0.17% | −3,791−21.0% | Reduced |
| Dakota Wealth Management | 14,224 | $1.07M | 0.02% | −6,007−29.7% | Reduced |
| Chiron Capital Management, LLC | 14,206 | $1.07M | 0.92% | −372−2.6% | Reduced |
| Greenleaf Trust | 14,171 | $1.07M | 0.01% | −830−5.5% | Reduced |
| Johnson Investment Counsel Inc | 22,615 | $1.07M | 0.01% | +224+1.0% | Added |
| Highview Capital Management LLC | 13,956 | $1.05M | 0.39% | +13,956 | New |
| Cornerstone Wealth Management, LLC | 13,903 | $1.05M | 0.06% | −60.0% | Reduced |
| Dark Forest Capital Management LP | 13,894 | $1.05M | 0.04% | −19,013−57.8% | Reduced |
| Kentucky Trust Co | 13,872 | $1.05M | 0.57% | −300−2.1% | Reduced |
| Krilogy Financial LLC | 13,303 | $1.04M | 0.04% | +630+5.0% | Added |
| Beutel, Goodman & Co Ltd. | 13,815 | $1.04M | 0.01% | −1,825−11.7% | Reduced |
| Home Federal Bank of Tennessee | 13,750 | $1.04M | 0.28% | −250−1.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,692 | $1.03M | 0.21% | −312−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 13,669 | $1.03M | 0.06% | −149−1.1% | Reduced |
| Ocean Capital Management, LLC | 13,630 | $1.03M | 0.21% | +10.0% | Added |
| VCI Wealth Management LLC | 13,523 | $1.02M | 0.31% | −4,233−23.8% | Reduced |
| Logan Capital Management Inc | 13,448 | $1.01M | 0.04% | +182+1.4% | Added |
| Shell Asset Management Co | 13,329 | $1.00M | 0.10% | −48,447−78.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,298 | $1.00M | 0.23% | −270−2.0% | Reduced |
| Diversify Wealth Management, LLC | 12,760 | $1.00M | 0.06% | −350−2.7% | Reduced |
| Monetary Management Group Inc | 13,250 | $998.9K | 0.23% | 00.0% | Unchanged |
| LRI Investments, LLC | 13,124 | $989.5K | 0.08% | −432−3.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,117 | $988.9K | 0.13% | −4,048−23.6% | Reduced |
| RMR Wealth Builders | 13,013 | $981.0K | 0.08% | +217+1.7% | Added |
| St Germain D J Co Inc | 13,002 | $980.2K | 0.04% | −2,411−15.6% | Reduced |
| Bamco Inc | 13,000 | $980.1K | 0.00% | +13,000 | New |
| Sigma Planning Corp | 12,896 | $972.2K | 0.03% | +1,600+14.2% | Added |
| Brown, Lisle/Cummings, Inc. | 12,873 | $970.5K | 0.25% | −205−1.6% | Reduced |
| OmniStar Financial Group, Inc. | 12,851 | $968.9K | 0.59% | +9,624+298.2% | Added |
| International Assets Investment Management, LLC | 13,777 | $958.6K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 12,691 | $956.8K | 0.07% | −9−0.1% | Reduced |
| Byrne Asset Management LLC | 12,691 | $956.8K | 0.59% | +15+0.1% | Added |
| Longfellow Investment Management Co LLC | 12,650 | $953.7K | 0.23% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 12,640 | $952.9K | 0.02% | +13+0.1% | Added |
| Mutual Advisors, LLC | 11,742 | $951.9K | 0.02% | −3,373−22.3% | Reduced |
| Stevens Capital Management LP | 12,597 | $950.0K | 0.13% | +5,190+70.1% | Added |
| Cetera Trust Company, N.A | 12,593 | $949.4K | 0.53% | +325+2.6% | Added |
| SNS Financial Group, LLC | 12,589 | $949.1K | 0.08% | −199−1.6% | Reduced |
| Westpac Banking Corp | 12,577 | $948.2K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12,500 | $942.4K | 0.14% | −49−0.4% | Reduced |
| Intrust Bank NA | 12,485 | $941.2K | 0.08% | +1,617+14.9% | Added |
| Ashton Thomas Private Wealth, LLC | 12,477 | $940.6K | 0.02% | +39+0.3% | Added |
| Empower Advisory Group, LLC | 12,466 | $939.8K | 0.00% | +79+0.6% | Added |
| Visionary Wealth Advisors | 12,464 | $939.7K | 0.04% | −576−4.4% | Reduced |
| Wetherby Asset Management Inc | 12,443 | $938.1K | 0.04% | −210−1.7% | Reduced |
| Capula Management Ltd | 12,436 | $937.5K | 0.01% | −7,049−36.2% | Reduced |
| IHT Wealth Management, LLC | 12,417 | $936.3K | 0.02% | +118+1.0% | Added |
| Generali Investments, Management Co LLC | 12,404 | $935.1K | 0.20% | +1,550+14.3% | Added |
| Weatherly Asset Management L. P. | 12,396 | $934.5K | 0.08% | −732−5.6% | Reduced |
| Pinnacle Financial Partners Inc | 12,318 | $928.7K | 0.02% | −4,944−28.6% | Reduced |
| Cigna Investments Inc | 12,271 | $926.0K | 0.13% | −110−0.9% | Reduced |
| Wolverine Trading, LLC | 12,206 | $922.4K | 0.02% | +12,206 | New |
| Capstone Investment Advisors, LLC | 12,220 | $921.3K | 0.01% | +12,220 | New |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $904.7K | 0.24% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 11,994 | $904.3K | 0.21% | +45+0.4% | Added |
| Means Investment Co., Inc. | 11,904 | $897.4K | 0.08% | +25+0.2% | Added |
| San Luis Wealth Advisors LLC | 11,889 | $896.3K | 0.16% | +2,122+21.7% | Added |
| 1st Source Bank | 11,889 | $896.3K | 0.05% | +309+2.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,866 | $894.6K | 0.19% | +305+2.6% | Added |
| Curat Global, LLC | 11,800 | $890.6K | 0.84% | 00.0% | Unchanged |
| Private Trust Co NA | 11,758 | $886.4K | 0.08% | −74−0.6% | Reduced |
| Cohen Klingenstein LLC | 11,700 | $882.1K | 0.03% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 11,698 | $881.9K | 0.11% | −5,530−32.1% | Reduced |
| Insight Inv LLC | 11,662 | $879.2K | 0.52% | −916−7.3% | Reduced |
| Nicolet Bankshares Inc | 11,600 | $874.5K | 0.14% | −104−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,564 | $871.8K | 0.03% | −451−3.8% | Reduced |