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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leigh Baldwin & Co., LLC | 8,169 | $648.0K | 0.43% | −1,003−10.9% | Reduced |
| Leo Wealth, LLC | 8,167 | $648.2K | 0.05% | +8,167 | New |
| Waterloo Capital, L.P. | 8,193 | $650.2K | 0.05% | −100−1.2% | Reduced |
| Silverlake Wealth Management LLC | 8,238 | $653.7K | 0.15% | +27+0.3% | Added |
| Moneta Group Investment Advisors LLC | 8,248 | $654.6K | 0.00% | −1,235−13.0% | Reduced |
| Spinnaker Trust | 8,288 | $657.7K | 0.04% | −629−7.1% | Reduced |
| Benin Management CORP | 8,320 | $660.2K | 0.15% | −175−2.1% | Reduced |
| Glenview Trust Co | 8,382 | $665.2K | 0.01% | −1,201−12.5% | Reduced |
| Kera Capital Partners, Inc. | 8,962 | $667.8K | 0.08% | +2,752+44.3% | Added |
| Perpetual Ltd | 8,433 | $669.2K | 0.01% | +1,395+19.8% | Added |
| Summit Financial Wealth Advisors, LLC | 8,444 | $670.1K | 0.10% | −2,013−19.3% | Reduced |
| TSG Advice Partners, LLC | 8,470 | $672.2K | 0.10% | +8,470 | New |
| Calamos Wealth Management LLC | 8,522 | $676.3K | 0.02% | +1,992+30.5% | Added |
| Providence First Trust Co | 8,535 | $677.3K | 0.23% | +8,535 | New |
| Sage Mountain Advisors LLC | 8,561 | $679.4K | 0.04% | −853−9.1% | Reduced |
| Essex LLC | 8,590 | $681.7K | 0.12% | −194−2.2% | Reduced |
| Change Path, LLC | 8,592 | $681.9K | 0.02% | +1,754+25.7% | Added |
| Whittier Trust Co | 8,489 | $685.1K | 0.01% | −1,696−16.7% | Reduced |
| Insigneo Advisory Services, LLC | 8,638 | $685.5K | 0.05% | +1,496+20.9% | Added |
| Chesapeake Capital Corp | 8,683 | $689.1K | 0.58% | 00.0% | Unchanged |
| Everett Harris & Co | 8,694 | $690.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 8,703 | $690.7K | 0.04% | +2,877+49.4% | Added |
| Vaughan & Co Securities, Inc. | 8,728 | $692.7K | 0.36% | −378−4.2% | Reduced |
| Financial Engines Advisors L.L.C. | 8,758 | $695.0K | 0.00% | +1,922+28.1% | Added |
| Global Financial Private Client, LLC | 8,770 | $695.9K | 0.24% | +2,759+45.9% | Added |
| Boltwood Capital Management | 8,795 | $698.0K | 0.18% | +65+0.7% | Added |
| Ronald Blue Trust, Inc. | 8,802 | $698.5K | 0.01% | −904−9.3% | Reduced |
| Heritage Investors Management Corp | 8,806 | $699.0K | 0.02% | −1,027−10.4% | Reduced |
| Strategic Investment Advisors | 8,888 | $705.4K | 0.06% | +344+4.0% | Added |
| Addison Capital Co | 8,963 | $711.3K | 0.18% | −2,077−18.8% | Reduced |
| Persium Advisors, LLC | 9,021 | $715.9K | 0.52% | −550−5.7% | Reduced |
| Everhart Financial Group, Inc. | 9,050 | $718.2K | 0.07% | +2,128+30.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,051 | $718.3K | 0.01% | +623+7.4% | Added |
| NBC Securities, Inc. | 9,054 | $718.5K | 0.05% | −55−0.6% | Reduced |
| Ascent Group, LLC | 9,084 | $720.9K | 0.02% | +2,184+31.7% | Added |
| Cove Private Wealth, LLC | 9,104 | $722.5K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 9,109 | $722.9K | 0.19% | +20.0% | Added |
| Smith, Salley & Associates | 9,113 | $723.2K | 0.04% | −143−1.5% | Reduced |
| Thrive Capital Management, LLC | 9,127 | $724.3K | 0.16% | −1,004−9.9% | Reduced |
| Confluence Wealth Services, Inc. | 9,137 | $725.1K | 0.03% | −127−1.4% | Reduced |
| Steadtrust LLC | 9,175 | $728.1K | 0.45% | −1,000−9.8% | Reduced |
| Meridian Investment Counsel Inc. | 9,195 | $729.7K | 0.18% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 9,200 | $730.1K | 0.32% | −50−0.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,240 | $733.3K | 0.18% | +306+3.4% | Added |
| Mayflower Financial Advisors, LLC | 9,263 | $735.1K | 0.09% | −68−0.7% | Reduced |
| First National Bank & Trust Co of Newtown | 9,297 | $737.8K | 0.14% | 00.0% | Unchanged |
| Family Legacy, Inc. | 9,330 | $740.4K | 0.22% | −5−0.1% | Reduced |
| Cozad Asset Management Inc | 9,340 | $741.2K | 0.06% | +1,905+25.6% | Added |
| Nicolet Bankshares Inc | 9,376 | $744.1K | 0.12% | −2,224−19.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,382 | $744.5K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 9,410 | $746.8K | 0.75% | −140−1.5% | Reduced |
| Sava Infond d.o.o. | 9,450 | $750.0K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 9,485 | $752.7K | 0.24% | −56−0.6% | Reduced |
| Venture Visionary Partners LLC | 9,503 | $754.2K | 0.02% | −522−5.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,507 | $754.4K | 0.04% | +1,593+20.1% | Added |
| Triangle Securities Wealth Management | 9,524 | $755.8K | 0.16% | −131−1.4% | Reduced |
| Redwood Investment Management, LLC | 9,589 | $761.0K | 0.09% | −9,302−49.2% | Reduced |
| Meridian Wealth Management, LLC | 9,605 | $762.2K | 0.03% | +190+2.0% | Added |
| CWA Asset Management Group, LLC | 9,612 | $762.8K | 0.03% | +4,207+77.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,739 | $763.1K | 0.11% | +397+4.2% | Added |
| Level Four Advisory Services, LLC | 9,630 | $764.2K | 0.03% | +1,102+12.9% | Added |
| Choate Investment Advisors | 9,668 | $767.3K | 0.02% | −1,161−10.7% | Reduced |
| Greenfield Savings Bank | 9,679 | $768.1K | 0.32% | −1,360−12.3% | Reduced |
| Aurdan Capital Management, LLC | 9,700 | $769.8K | 0.24% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 9,731 | $772.2K | 0.29% | −97−1.0% | Reduced |
| MMBG Investment Advisors Co. | 9,755 | $774.2K | 0.07% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 9,777 | $775.9K | 0.48% | +9,777 | New |
| Pflug Koory, LLC | 9,843 | $781.1K | 0.36% | −800−7.5% | Reduced |
| Savvy Advisors, Inc. | 9,849 | $781.6K | 0.03% | +2,025+25.9% | Added |
| United Asset Strategies, Inc. | 9,891 | $784.9K | 0.06% | +1,039+11.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,900 | $785.7K | 0.05% | +9,900 | New |
| Founders Financial Alliance, LLC | 9,948 | $789.5K | 0.15% | −167−1.7% | Reduced |
| Net Worth Advisory Group | 9,985 | $792.4K | 0.16% | +9,985 | New |
| Wealthcare Advisory Partners LLC | 9,986 | $792.5K | 0.02% | −385−3.7% | Reduced |
| RBF Capital, LLC | 10,000 | $793.6K | 0.04% | −10,000−50.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,039 | $796.7K | 0.68% | −170−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 10,052 | $797.8K | 0.03% | +7,938+375.5% | Added |
| IFP Advisors, Inc | 10,070 | $799.2K | 0.02% | −15,390−60.4% | Reduced |
| Herold Advisors, Inc. | 10,118 | $803.0K | 0.18% | +9+0.1% | Added |
| Albert D Mason Inc | 10,123 | $803.4K | 0.53% | +109+1.1% | Added |
| Golden State Equity Partners | 10,135 | $804.3K | 0.13% | +10,135 | New |
| Investors Asset Management of Georgia Inc | 10,150 | $805.5K | 0.33% | +303+3.1% | Added |
| Anchor Investment Management, LLC | 10,167 | $806.9K | 0.07% | −97−0.9% | Reduced |
| Tectonic Advisors LLC | 10,193 | $808.9K | 0.04% | −544−5.1% | Reduced |
| BNP Paribas | 10,224 | $811.5K | 0.02% | +7,624+293.2% | Added |
| Focus Financial Network, Inc. | 10,241 | $812.7K | 0.03% | −717−6.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,304 | $817.0K | 0.21% | 00.0% | Unchanged |
| Northstar Group, Inc. | 10,298 | $817.2K | 0.11% | −15−0.1% | Reduced |
| Flputnam Investment Management Co | 10,331 | $819.8K | 0.01% | +2,876+38.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 10,340 | $820.6K | 0.59% | −221−2.1% | Reduced |
| International Assets Investment Management, LLC | 10,359 | $822.1K | 0.06% | −3,418−24.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,193 | $822.6K | 0.02% | −59−0.6% | Reduced |
| Sierra Capital LLC | 10,378 | $824.0K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 10,388 | $824.4K | 0.06% | −2,008−16.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,398 | $825.2K | 0.03% | −442−4.1% | Reduced |
| Forza Wealth Management, LLC | 10,412 | $826.3K | 0.30% | +827+8.6% | Added |
| Michels Family Financial, LLC | 10,417 | $826.7K | 0.61% | −30.0% | Reduced |
| Panagora Asset Management Inc | 10,432 | $827.9K | 0.00% | −27,854−72.8% | Reduced |
| JB Capital LLC | 10,488 | $832.3K | 0.03% | +144+1.4% | Added |
| FSM Wealth Advisors, LLC | 10,495 | $832.9K | 0.11% | +292+2.9% | Added |