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 |
|---|---|---|---|---|---|
| Umb Bank N A | 14,107 | $1.12M | 0.01% | +3,129+28.5% | Added |
| Wedbush Securities Inc | 14,160 | $1.12M | 0.03% | −819−5.5% | Reduced |
| Elevated Private Wealth, LLC | 14,323 | $1.14M | 1.18% | +14,323 | New |
| Groupama Asset Managment | 14,336 | $1.14M | 0.02% | −1,300−8.3% | Reduced |
| Boston Trust Walden Corp | 14,413 | $1.14M | 0.01% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 14,553 | $1.15M | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14,566 | $1.16M | 0.07% | +4,089+39.0% | Added |
| Prime Capital Investment Advisors, LLC | 14,568 | $1.16M | 0.01% | −332−2.2% | Reduced |
| Severin Investments, LLC | 14,621 | $1.16M | 1.03% | −168−1.1% | Reduced |
| Gibbs Wealth Management | 14,493 | $1.16M | 0.28% | −1,153−7.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,671 | $1.16M | 0.03% | +104+0.7% | Added |
| Krilogy Financial LLC | 13,885 | $1.16M | 0.04% | +582+4.4% | Added |
| Legacy Capital Group California, Inc. | 14,750 | $1.17M | 0.28% | −59−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 14,778 | $1.17M | 0.02% | −1,649−10.0% | Reduced |
| Deseret Mutual Benefit Administrators | 14,971 | $1.19M | 0.51% | −488−3.2% | Reduced |
| Capital Advisors Inc | 14,981 | $1.19M | 0.02% | +105+0.7% | Added |
| Aptus Capital Advisors, LLC | 15,060 | $1.20M | 0.01% | +246+1.7% | Added |
| Round Rock Advisors, LLC | 15,071 | $1.20M | 0.18% | +30+0.2% | Added |
| Cetera Trust Company, N.A | 15,118 | $1.20M | 0.64% | +2,525+20.1% | Added |
| TSFG, LLC | 15,205 | $1.21M | 0.18% | +19+0.1% | Added |
| Generali Investments, Management Co LLC | 15,286 | $1.21M | 0.24% | +2,882+23.2% | Added |
| VGI Partners Ltd | 15,299 | $1.21M | 0.07% | +15,299 | New |
| Harvest Fund Management Co., Ltd | 15,332 | $1.22M | 0.05% | −212−1.4% | Reduced |
| Wedmont Private Capital | 15,305 | $1.22M | 0.04% | +994+6.9% | Added |
| Marshall Wace, LLP | 15,444 | $1.23M | 0.00% | −3,649,256−99.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,462 | $1.23M | 0.15% | +2,345+17.9% | Added |
| Ingalls & Snyder LLC | 15,485 | $1.23M | 0.05% | −200−1.3% | Reduced |
| Sagespring Wealth Partners, LLC | 15,518 | $1.23M | 0.02% | +679+4.6% | Added |
| Sumitomo Life Insurance Co | 15,598 | $1.24M | 0.03% | +102+0.7% | Added |
| Moody National Bank Trust Division | 15,682 | $1.24M | 0.12% | −5,904−27.4% | Reduced |
| Essex Savings Bank | 15,693 | $1.25M | 0.27% | −984−5.9% | Reduced |
| Verdad Advisers, LP | 15,705 | $1.25M | 1.43% | +15,705 | New |
| Tower Trust & Investment Co | 15,708 | $1.25M | 0.78% | +132+0.8% | Added |
| Curbstone Financial Management Corp | 15,732 | $1.25M | 0.24% | +900+6.1% | Added |
| Greenleaf Trust | 15,774 | $1.25M | 0.01% | +1,603+11.3% | Added |
| XTX Topco Ltd | 15,774 | $1.25M | 0.03% | +15,774 | New |
| Delta Capital Management LLC | 15,940 | $1.26M | 0.71% | −2,500−13.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,000 | $1.27M | 0.10% | −7,300−31.3% | Reduced |
| EverSource Wealth Advisors, LLC | 16,011 | $1.27M | 0.05% | −244−1.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 16,075 | $1.27M | 0.02% | −75−0.5% | Reduced |
| Palouse Capital Management, Inc. | 16,087 | $1.28M | 0.82% | −588−3.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,228 | $1.29M | 0.06% | −382−2.3% | Reduced |
| Tounjian Advisory Partners, LLC | 16,324 | $1.30M | 0.44% | −612−3.6% | Reduced |
| TCG Advisory Services, LLC | 16,366 | $1.30M | 0.04% | +16,366 | New |
| Foster & Motley Inc | 16,587 | $1.32M | 0.07% | −2,444−12.8% | Reduced |
| National Asset Management, Inc. | 16,603 | $1.32M | 0.06% | −2,085−11.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,605 | $1.32M | 0.06% | +16,605 | New |
| Cresset Asset Management, LLC | 16,711 | $1.33M | 0.01% | +713+4.5% | Added |
| Richard Bernstein Advisors LLC | 16,718 | $1.33M | 0.04% | −1,844−9.9% | Reduced |
| TownSquare Capital, LLC | 16,844 | $1.34M | 0.30% | −11,852−41.3% | Reduced |
| Beacon Pointe Advisors, LLC | 16,874 | $1.34M | 0.01% | −363−2.1% | Reduced |
| Westport Asset Management Inc | 17,772 | $1.34M | 0.56% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 17,010 | $1.35M | 0.90% | +145+0.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,035 | $1.35M | 0.01% | −17,250−50.3% | Reduced |
| Sheets Smith Wealth Management | 17,056 | $1.35M | 0.15% | +83+0.5% | Added |
| Boyar Asset Management Inc. | 17,161 | $1.36M | 0.86% | −634−3.6% | Reduced |
| Twin Lakes Capital Management, LLC | 17,192 | $1.36M | 0.61% | +91+0.5% | Added |
| Welch & Forbes LLC | 17,203 | $1.37M | 0.02% | +173+1.0% | Added |
| Ark Wealth Advisors LLC | 17,213 | $1.37M | 1.47% | +17,213 | New |
| Skopos Labs, Inc. | 17,159 | $1.37M | 0.06% | +11,021+179.6% | Added |
| Independent Financial Group, LLC | 17,334 | $1.38M | 0.03% | −274−1.6% | Reduced |
| Nations Financial Group Inc, | 17,379 | $1.38M | 0.07% | +156+0.9% | Added |
| Courier Capital LLC | 17,418 | $1.38M | 0.08% | −1,084−5.9% | Reduced |
| Gladstone Institutional Advisory LLC | 17,425 | $1.38M | 0.05% | −2,330−11.8% | Reduced |
| Bollard Group LLC | 17,496 | $1.39M | 0.04% | −4,925−22.0% | Reduced |
| Hilltop Holdings Inc. | 17,553 | $1.39M | 0.08% | −269−1.5% | Reduced |
| David Loasby | 17,352 | $1.39M | 0.09% | +3,199+22.6% | Added |
| Readystate Asset Management LP | 17,727 | $1.41M | 0.06% | −1,239−6.5% | Reduced |
| Ritholtz Wealth Management | 17,759 | $1.41M | 0.03% | +1,819+11.4% | Added |
| Mount Yale Investment Advisors, LLC | 17,772 | $1.41M | 0.07% | +224+1.3% | Added |
| Avantra Family Wealth, Inc. | 17,790 | $1.41M | 1.02% | −91−0.5% | Reduced |
| Wellington Shields & Co., LLC | 17,844 | $1.42M | 0.35% | −1,308−6.8% | Reduced |
| Delta Financial Advisors LLC | 17,847 | $1.42M | 0.37% | −395−2.2% | Reduced |
| Machina Capital S.A.S. | 17,921 | $1.42M | 0.27% | +17,921 | New |
| Pensionfund Sabic | 18,000 | $1.43M | 0.39% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 18,057 | $1.43M | 0.07% | −522−2.8% | Reduced |
| Bridgefront Capital, LLC | 18,071 | $1.43M | 0.36% | +18,071 | New |
| Inscription Capital, LLC | 18,186 | $1.44M | 0.15% | −718−3.8% | Reduced |
| CSS LLC | 18,221 | $1.45M | 0.08% | −520−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 18,276 | $1.45M | 0.02% | −15,889−46.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,338 | $1.46M | 0.04% | +5,861+47.0% | Added |
| Raiffeisen Bank International AG | 18,366 | $1.47M | 0.02% | −891−4.6% | Reduced |
| Signaturefd, LLC | 18,568 | $1.47M | 0.02% | +4,217+29.4% | Added |
| Fidelis Capital Partners, LLC | 18,644 | $1.48M | 0.11% | +1,913+11.4% | Added |
| Ransom Advisory, Ltd | 18,718 | $1.49M | 0.58% | −365−1.9% | Reduced |
| Carret Asset Management, LLC | 18,768 | $1.49M | 0.14% | −6,469−25.6% | Reduced |
| Donoghue Forlines LLC | 18,831 | $1.49M | 0.46% | −1,283−6.4% | Reduced |
| Clear Street Markets LLC | 18,886 | $1.50M | 0.27% | +10,498+125.2% | Added |
| ISAM Funds (UK) Ltd | 18,943 | $1.50M | 0.54% | +13,332+237.6% | Added |
| Twin Capital Management Inc | 19,052 | $1.51M | 0.19% | −2,745−12.6% | Reduced |
| Ostrum Asset Management | 19,223 | $1.53M | 0.07% | −1,086−5.3% | Reduced |
| PFG Investments, LLC | 19,423 | $1.54M | 0.07% | −403−2.0% | Reduced |
| Diversify Advisory Services, LLC | 19,795 | $1.56M | 0.05% | +1,494+8.2% | Added |
| Grimes & Company, Inc. | 19,628 | $1.56M | 0.04% | +2,492+14.5% | Added |
| Greenwood Capital Associates LLC | 19,708 | $1.56M | 0.17% | +834+4.4% | Added |
| Prospera Financial Services Inc | 19,744 | $1.57M | 0.03% | −2,441−11.0% | Reduced |
| Kennondale Capital Management LLC | 19,787 | $1.57M | 1.16% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 19,793 | $1.57M | 0.03% | +2,274+13.0% | Added |
| TCW Group Inc | 19,886 | $1.58M | 0.01% | +19,886 | New |
| Essex Financial Services, Inc. | 19,995 | $1.59M | 0.09% | +1,904+10.5% | Added |