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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 20,079 | $1.59M | 0.05% | −2,862−12.5% | Reduced |
| Wynn Capital, LLC | 20,142 | $1.60M | 0.78% | +81+0.4% | Added |
| Investors Research Corp | 20,143 | $1.60M | 0.29% | −394−1.9% | Reduced |
| William B. Walkup & Associates, Inc. | 20,325 | $1.61M | 0.88% | −821−3.9% | Reduced |
| Coldstream Capital Management Inc | 20,348 | $1.61M | 0.02% | +1,333+7.0% | Added |
| We Are One Seven, LLC | 20,386 | $1.62M | 0.03% | +5,831+40.1% | Added |
| Mesirow Financial Investment Management, Inc. | 20,416 | $1.62M | 0.03% | −660−3.1% | Reduced |
| Buckingham Strategic Partners | 20,451 | $1.62M | 0.02% | +1,135+5.9% | Added |
| Tema ETFs LLC | 20,623 | $1.64M | 0.13% | −60−0.3% | Reduced |
| Profund Advisors LLC | 20,651 | $1.64M | 0.05% | +4,279+26.1% | Added |
| Principle Wealth Partners LLC | 20,712 | $1.64M | 0.09% | −1,057−4.9% | Reduced |
| AdvisorNet Financial, Inc | 20,810 | $1.65M | 0.09% | −668−3.1% | Reduced |
| Arjuna Capital | 20,852 | $1.65M | 0.41% | −84−0.4% | Reduced |
| Dorato Capital Management | 20,965 | $1.66M | 1.25% | +20,965 | New |
| F/M Investments LLC | 20,992 | $1.67M | 0.06% | −974−4.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 21,135 | $1.68M | 0.05% | −688−3.2% | Reduced |
| HM Payson & Co | 21,155 | $1.68M | 0.02% | −114−0.5% | Reduced |
| Iowa State Bank | 21,223 | $1.68M | 0.32% | −411−1.9% | Reduced |
| Beck Mack & Oliver LLC | 21,248 | $1.69M | 0.03% | +176+0.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 21,275 | $1.69M | 0.13% | +21,275 | New |
| Forum Financial Management, LP | 21,282 | $1.69M | 0.02% | +995+4.9% | Added |
| Meeder Advisory Services, Inc. | 21,307 | $1.69M | 0.07% | +2,408+12.7% | Added |
| Birch Hill Investment Advisors LLC | 21,353 | $1.69M | 0.07% | −2,372−10.0% | Reduced |
| Affinity Investment Advisors, LLC | 21,508 | $1.71M | 1.13% | −108−0.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 21,536 | $1.71M | 1.72% | −1,788−7.7% | Reduced |
| KCM Investment Advisors LLC | 21,570 | $1.71M | 0.05% | +2,350+12.2% | Added |
| Slagle Financial, LLC | 21,664 | $1.72M | 0.60% | +73+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,744 | $1.73M | 0.04% | +21,744 | New |
| Concurrent Investment Advisors, LLC | 21,840 | $1.73M | 0.02% | +3,865+21.5% | Added |
| RFG Advisory, LLC | 21,998 | $1.75M | 0.03% | +16,702+315.4% | Added |
| Evergreen Capital Management LLC | 22,224 | $1.76M | 0.04% | +2,504+12.7% | Added |
| Pallas Capital Advisors LLC | 22,237 | $1.76M | 0.06% | +342+1.6% | Added |
| Caisse des Depots Et Consignations | 22,237 | $1.76M | 0.04% | −6,176−21.7% | Reduced |
| Segall Bryant & Hamill, LLC | 22,322 | $1.77M | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 22,351 | $1.77M | 0.06% | −2,485−10.0% | Reduced |
| Persistent Asset Partners Ltd | 22,431 | $1.78M | 0.86% | −29,111−56.5% | Reduced |
| Mork Capital Management, LLC | 22,500 | $1.79M | 1.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22,626 | $1.80M | 0.05% | +2,261+11.1% | Added |
| Syon Capital LLC | 22,640 | $1.80M | 0.09% | +1,236+5.8% | Added |
| Two Sigma Investments, LP | 22,692 | $1.80M | 0.00% | −380−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 22,736 | $1.80M | 0.05% | −94,303−80.6% | Reduced |
| Integrated Advisors Network LLC | 22,904 | $1.82M | 0.08% | −820−3.5% | Reduced |
| GAMMA Investing LLC | 22,920 | $1.82M | 0.09% | +3,911+20.6% | Added |
| Global Retirement Partners, LLC | 23,109 | $1.83M | 0.03% | +8,102+54.0% | Added |
| LifePlan Financial, LLC | 23,319 | $1.85M | 1.42% | +833+3.7% | Added |
| Rossmore Private Capital | 23,474 | $1.86M | 0.17% | +3,980+20.4% | Added |
| Wealthspire Advisors, LLC | 23,530 | $1.87M | 0.01% | +8,160+53.1% | Added |
| Dakota Wealth Management | 23,680 | $1.88M | 0.03% | +9,456+66.5% | Added |
| Premier Path Wealth Partners, LLC | 23,699 | $1.88M | 0.24% | −2,506−9.6% | Reduced |
| BCJ Capital Management, LLC | 23,828 | $1.89M | 0.11% | +19,821+494.7% | Added |
| Huntington National Bank | 23,832 | $1.89M | 0.01% | +1,608+7.2% | Added |
| J.W. Cole Advisors, Inc. | 24,877 | $1.89M | 0.05% | −1,530−5.8% | Reduced |
| West Family Investments, Inc. | 24,318 | $1.93M | 0.45% | −346−1.4% | Reduced |
| Bokf, NA | 24,344 | $1.93M | 0.03% | −910−3.6% | Reduced |
| Center for Wealth Management Advisory | 24,383 | $1.94M | 1.43% | +24,383 | New |
| Archer Investment Corp | 24,422 | $1.94M | 0.44% | −348−1.4% | Reduced |
| HBK Sorce Advisory LLC | 24,948 | $1.95M | 0.04% | −1,718−6.4% | Reduced |
| Greenwich Wealth Management LLC | 24,644 | $1.96M | 0.09% | +1,012+4.3% | Added |
| Stratos Wealth Partners, LTD. | 24,661 | $1.96M | 0.02% | −1,733−6.6% | Reduced |
| Chicago Partners Investment Group LLC | 23,595 | $1.96M | 0.05% | +169+0.7% | Added |
| Johnson Investment Counsel Inc | 24,693 | $1.96M | 0.02% | +2,078+9.2% | Added |
| Vestmark Advisory Solutions, Inc. | 24,718 | $1.96M | 0.03% | +8,533+52.7% | Added |
| Benjamin Edwards Inc | 25,024 | $1.99M | 0.02% | −1,242−4.7% | Reduced |
| NewEdge Wealth, LLC | 25,099 | $1.99M | 0.02% | +8,200+48.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 25,144 | $2.00M | 0.36% | +1,533+6.5% | Added |
| Retirement Planning Co of New England, Inc. | 25,617 | $2.03M | 0.82% | −540−2.1% | Reduced |
| Hudson Portfolio Management LLC | 25,953 | $2.06M | 1.77% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 25,984 | $2.06M | 1.02% | +25,984 | New |
| Convergence Investment Partners, LLC | 26,079 | $2.07M | 0.41% | +18,911+263.8% | Added |
| Smartleaf Asset Management LLC | 26,021 | $2.08M | 0.08% | +5,636+27.6% | Added |
| Spire Wealth Management | 26,295 | $2.09M | 0.07% | +18,883+254.8% | Added |
| Northwest & Ethical Investments L.P. | 26,311 | $2.09M | 0.05% | +767+3.0% | Added |
| Lipe & Dalton | 26,657 | $2.12M | 1.04% | −640−2.3% | Reduced |
| Bessemer Group Inc | 26,674 | $2.12M | 0.00% | −444−1.6% | Reduced |
| Stolper Co | 26,806 | $2.13M | 0.63% | +923+3.6% | Added |
| Citizens & Northern Corp | 26,828 | $2.13M | 0.53% | −1,428−5.1% | Reduced |
| Integrity Alliance, LLC. | 27,198 | $2.16M | 0.08% | +21,549+381.5% | Added |
| Flagship Capital Management Inc. | 27,274 | $2.16M | 1.53% | +27,274 | New |
| Lynch & Associates | 27,280 | $2.16M | 0.41% | +2,467+9.9% | Added |
| Flagship Harbor Advisors, LLC | 27,316 | $2.17M | 0.10% | −3,245−10.6% | Reduced |
| Dark Forest Capital Management LP | 27,405 | $2.17M | 0.10% | +13,511+97.2% | Added |
| Kennedy Capital Management, Inc. | 27,589 | $2.19M | 0.05% | −96−0.3% | Reduced |
| Banque Cantonale Vaudoise | 27,874 | $2.21M | 0.08% | −30,947−52.6% | Reduced |
| Missouri Trust & Investment Co | 28,149 | $2.23M | 0.66% | +1,274+4.7% | Added |
| Cornercap Investment Counsel Inc | 28,227 | $2.24M | 1.10% | −387−1.4% | Reduced |
| BCGM Wealth Management, LLC | 28,279 | $2.24M | 0.57% | +259+0.9% | Added |
| Tiaa Trust, National Association | 28,421 | $2.26M | 0.01% | −174−0.6% | Reduced |
| Daymark Wealth Partners, LLC | 28,511 | $2.26M | 0.07% | −319−1.1% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 28,728 | $2.28M | 0.47% | +28,728 | New |
| Laird Norton Trust Company, LLC | 28,782 | $2.28M | 0.05% | +28,782 | New |
| AlphaCore Capital LLC | 28,854 | $2.29M | 0.05% | +10,277+55.3% | Added |
| Stock Yards Bank & Trust Co | 28,890 | $2.29M | 0.07% | −1,045−3.5% | Reduced |
| Jacobi Capital Management LLC | 28,912 | $2.29M | 0.13% | +37+0.1% | Added |
| Farther Finance Advisors, LLC | 29,207 | $2.32M | 0.02% | +11,414+64.1% | Added |
| Keynote Financial Services LLC | 29,277 | $2.32M | 1.30% | −22−0.1% | Reduced |
| Searle & Co. | 29,426 | $2.34M | 0.60% | −470−1.6% | Reduced |
| Central Pacific Bank - Trust Division | 29,600 | $2.35M | 0.29% | −3,100−9.5% | Reduced |
| Bradley Foster & Sargent Inc | 29,678 | $2.36M | 0.03% | −66−0.2% | Reduced |
| Stephens Inc | 29,866 | $2.37M | 0.03% | −303−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,879 | $2.37M | 0.11% | +1,203+4.2% | Added |