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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in CVS Health Corp as of Dec 31, 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
1,950
+155 vs. Q3 2025
Shares held
1.13B
+40.0M (+3.7%) vs. Q3 2025
Total value
$89.8B
+$7.47B (+9.1%) vs. Q3 2025
New holders
274
704 more added
Sold out
119
724 more reduced

43 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,950 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ4 2025: $89.8B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q3 2025.

Institutions holding CVS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
RMG Wealth Management LLC2$1780.00%00.0%Unchanged
Arcadia Investment Management Corp3$2390.00%+3New
Bear Mountain Capital, Inc.3$2440.00%00.0%Unchanged
Fairman Group, LLC5$3970.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC5$3970.01%+3+150.0%Added
Retirement Wealth Solutions LLC7$5560.00%+7New
Breakwater Investment Management8$6350.00%00.0%Unchanged
Davis Capital Management11$8730.00%00.0%Unchanged
Signature Resources Capital Management, LLC11$8730.00%+11New
Litman Gregory Asset Management LLC12$9530.00%+12New
NorthAvenue LLC12$9530.00%+12New
Clarity Asset Management, Inc.12$9900.00%00.0%Unchanged
Ulland Investment Advisors, LLC11$1.00K0.00%00.0%Unchanged
Hara Capital LLC14$1.11K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.15$1.15K0.00%+15New
Caitlin John, LLC15$1.19K0.00%00.0%Unchanged
Albion Financial Group17$1.35K0.00%00.0%Unchanged
Portfolio Resources Advisor Group, Inc.18$1.43K0.00%+18New
Three Bearings Fiduciary Advisors, Inc.20$1.50K0.00%+20New
Key Capital Management, INC20$1.59K0.00%+20New
Godsey & Gibb Associates20$1.59K0.00%+20New
Quattro Advisors LLC20$1.62K0.00%+20New
IMA Wealth, Inc.21$1.67K0.00%+20+2,000.0%Added
Tradewinds Capital Management, LLC23$1.83K0.00%00.0%Unchanged
Quaker Wealth Management, LLC26$2.06K0.00%+4+18.2%Added
POM Investment Strategies, LLC29$2.30K0.00%+29New
Graney & King, LLC30$2.36K0.00%+1+3.4%Added
PFS Partners, LLC31$2.46K0.00%−808−96.3%Reduced
Gilpin Wealth Management, LLC31$2.46K0.00%+31New
American Capital Advisory, LLC32$2.54K0.00%+8+33.3%Added
Sunrise Financial Services, LLC32$2.54K0.00%+32New
WestEnd Advisors, LLC34$2.70K0.00%−4−10.5%Reduced
Tripletail Wealth Management, LLC34$2.70K0.00%00.0%Unchanged
Miller Global Investments, LLC34$2.70K0.00%+34New
PayPay Securities Corp37$2.94K0.09%+8+27.6%Added
IMG Wealth Management, Inc.39$3.10K0.00%00.0%Unchanged
Fairscale Capital, LLC39$3.10K0.00%00.0%Unchanged
Bare Financial Services, Inc40$3.17K0.00%+16+66.7%Added
Winnow Wealth LLC40$3.20K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC41$3.25K0.00%00.0%Unchanged
Country Trust Bank43$3.41K0.00%−138−76.2%Reduced
Imprint Wealth LLC45$3.57K0.02%−182−80.2%Reduced
N.E.W. Advisory Services LLC45$3.57K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.49$3.70K0.00%+41+512.5%Added
Turning Point Benefit Group, Inc.49$3.89K0.00%+21+75.0%Added
Stephens Consulting, LLC50$3.97K0.00%00.0%Unchanged
Kings Path Partners LLC50$3.97K0.00%00.0%Unchanged
Old Second National Bank of Aurora52$4.13K0.00%00.0%Unchanged
NVWM, LLC52$4.13K0.00%+10+23.8%Added
Meramec Financial Planners, LLC58$4.54K0.00%+58New
DecisionPoint Financial, LLC58$4.60K0.00%00.0%Unchanged
Sfam, LLC60$4.76K0.00%+60New
Estate Planners Group, LLC61$4.87K0.00%+61New
Aspect Partners, LLC62$4.92K0.00%00.0%Unchanged
CrossGen Wealth, LLC62$4.94K0.00%+62New
Foster Dykema Cabot & Partners, LLC63$5.00K0.00%−31−33.0%Reduced
High Note Wealth, LLC63$5.00K0.00%+55+687.5%Added
Signature Equity Partners, LLC65$5.16K0.00%+65New
Kozak & Associates, Inc.65$5.20K0.00%00.0%Unchanged
Darwin Advisors, LLC67$5.32K0.00%−30−30.9%Reduced
Ritter Daniher Financial Advisory LLC68$5.40K0.00%+68New
Principia Wealth Advisory, LLC70$5.55K0.00%+11+18.6%Added
Nvest Wealth Strategies, Inc.70$5.56K0.00%+70New
Robinswood Financial LLC72$5.71K0.00%00.0%Unchanged
Hurley Capital, LLC73$5.78K0.00%−9−11.0%Reduced
Pin Oak Investment Advisors Inc71$6.00K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC78$6.19K0.00%00.0%Unchanged
Benson Wealth Management INC78$6.19K0.01%+78New
Manning & Napier Advisors LLC83$6.63K0.00%−42,935−99.8%Reduced
USA Financial Portformulas Corp84$6.67K0.00%−6,380−98.7%Reduced
Global Trust Asset Management, LLC87$6.87K0.00%−37−29.8%Reduced
Alerus Financial NA89$7.06K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.91$7.22K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC91$7.22K0.00%+31+51.7%Added
Kerr Financial Planning Corp95$7.29K0.01%00.0%Unchanged
Navalign, LLC92$7.30K0.00%+92New
Mowery & Schoenfeld Wealth Management, LLC92$7.30K0.01%+92New
Optima Capital LLC93$7.38K0.00%+93New
Beaird Harris Wealth Management, LLC97$7.73K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)98$7.78K0.01%+98New
Horrell Capital Management, Inc.100$7.94K0.00%00.0%Unchanged
Richardson Capital Management LLC100$7.94K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC100$7.94K0.01%00.0%Unchanged
Vision Retirement, LLC100$7.94K0.00%+100New
Garton & Associates Financial Advisors LLC100$7.94K0.00%+100New
Cedar Wealth Management, LLC101$7.98K0.00%00.0%Unchanged
Penserra Capital Management LLC108$8.00K0.00%+3+2.9%Added
Joseph Group Capital Management101$8.02K0.00%+101New
Rakuten Securities, Inc.102$8.10K0.00%+30+41.7%Added
Clark Wealth Partners107$8.49K0.01%00.0%Unchanged
Dynamic Wealth Strategies, LLC107$8.49K0.01%00.0%Unchanged
Collier Financial108$8.57K0.01%00.0%Unchanged
Global Wealth Strategies & Associates111$8.81K0.00%+17+18.1%Added
Legacy Wealth Managment, LLC112$8.89K0.00%+84+300.0%Added
Cornerstone Financial Management LLC113$8.97K0.01%+113New
Bravera Wealth113$8.97K0.00%+113New
Bernard Wealth Management Corp.117$9.29K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC119$9.44K0.01%00.0%Unchanged
Essential Investment Partners LLC120$9.52K0.01%+120New
Mountain Hill Investment Partners Corp.121$9.61K0.01%00.0%Unchanged