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 | 2,411 | $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, 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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 30,018 | $2.38M | 1.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 30,029 | $2.38M | 0.03% | +448+1.5% | Added |
| Private Management Group Inc | 30,041 | $2.38M | 0.07% | 00.0% | Unchanged |
| Woodstock Corp | 30,219 | $2.40M | 0.21% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 30,417 | $2.41M | 0.81% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 30,634 | $2.43M | 0.14% | +1,426+4.9% | Added |
| Signet Investment Advisory Group, Inc. | 30,847 | $2.45M | 1.14% | +565+1.9% | Added |
| Susquehanna Fundamental Investments, LLC | 30,900 | $2.45M | 0.08% | −424,397−93.2% | Reduced |
| Trust Co of Vermont | 30,939 | $2.46M | 0.10% | −3,212−9.4% | Reduced |
| StoneX Group Inc. | 31,191 | $2.48M | 0.11% | +19+0.1% | Added |
| Woodard & Co Asset Management Group Inc | 31,224 | $2.48M | 0.39% | +2,841+10.0% | Added |
| Independent Advisor Alliance | 31,279 | $2.48M | 0.06% | +1,235+4.1% | Added |
| Everence Capital Management Inc | 31,342 | $2.49M | 0.15% | 00.0% | Unchanged |
| GQG Partners LLC | 31,518 | $2.50M | 0.00% | +31,518 | New |
| Mystic Asset Management, Inc. | 31,587 | $2.51M | 0.57% | +116+0.4% | Added |
| Radnor Capital Management, LLC | 31,915 | $2.53M | 0.38% | −215−0.7% | Reduced |
| Portside Wealth Group, LLC | 31,975 | $2.54M | 0.34% | +923+3.0% | Added |
| Tower Research Capital LLC (TRC) | 32,559 | $2.58M | 0.06% | +11,644+55.7% | Added |
| Robinson Value Management, Ltd. | 32,636 | $2.59M | 1.40% | −185−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 32,637 | $2.59M | 0.06% | +1,475+4.7% | Added |
| Summit Financial, LLC | 32,879 | $2.61M | 0.04% | +1,507+4.8% | Added |
| Ellsworth Advisors, LLC | 32,141 | $2.62M | 0.52% | +2,685+9.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 32,961 | $2.62M | 0.17% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 33,123 | $2.63M | 0.88% | −3,275−9.0% | Reduced |
| Exchange Traded Concepts, LLC | 33,191 | $2.63M | 0.02% | −1,107−3.2% | Reduced |
| Borer Denton & Associates, Inc. | 33,819 | $2.68M | 0.90% | +8,187+31.9% | Added |
| Squarepoint Ops LLC | 33,830 | $2.68M | 0.01% | −1,782,409−98.1% | Reduced |
| Perigon Wealth Management, LLC | 33,888 | $2.69M | 0.05% | +35+0.1% | Added |
| Daytona Street Capital LLC | 33,888 | $2.69M | 2.20% | +33,888 | New |
| Atomi Financial Group, Inc. | 33,934 | $2.69M | 0.08% | +11,209+49.3% | Added |
| Resources Management Corp | 33,945 | $2.69M | 0.35% | −1,240−3.5% | Reduced |
| Cidel Asset Management Inc | 34,098 | $2.71M | 0.19% | −785−2.3% | Reduced |
| Benedict Financial Advisors Inc | 34,129 | $2.71M | 0.57% | +926+2.8% | Added |
| Vise Technologies, Inc. | 34,151 | $2.71M | 0.05% | +10,689+45.6% | Added |
| MUFG Securities Americas Inc. | 34,199 | $2.71M | 0.17% | −30.0% | Reduced |
| Inlight Wealth Management, LLC | 34,365 | $2.73M | 1.00% | −2,607−7.1% | Reduced |
| Wesbanco Bank Inc | 34,414 | $2.73M | 0.08% | −3,528−9.3% | Reduced |
| Trust Co of Toledo NA | 34,461 | $2.73M | 0.27% | −81−0.2% | Reduced |
| Securian Asset Management, Inc | 34,518 | $2.74M | 0.10% | −26,734−43.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 34,709 | $2.75M | 1.72% | −89−0.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 34,800 | $2.76M | 0.22% | +1,500+4.5% | Added |
| First Manhattan Co | 34,814 | $2.76M | 0.01% | −688−1.9% | Reduced |
| Third View Private Wealth, LLC | 34,895 | $2.77M | 0.37% | +34,895 | New |
| Canada Post Corp Registered Pension Plan | 34,903 | $2.77M | 0.11% | +12,130+53.3% | Added |
| Orca Investment Management, LLC | 35,137 | $2.79M | 2.20% | +181+0.5% | Added |
| Norden Group LLC | 35,145 | $2.79M | 0.27% | +330+0.9% | Added |
| Fred Alger Management, LLC | 35,203 | $2.79M | 0.01% | −19,909−36.1% | Reduced |
| Urban Wealth Management, LLC | 35,451 | $2.81M | 2.62% | +35,451 | New |
| Clearstead Advisors, LLC | 35,606 | $2.83M | 0.04% | −874−2.4% | Reduced |
| Sowell Financial Services LLC | 35,744 | $2.84M | 0.10% | −1,309−3.5% | Reduced |
| First Citizens Bank & Trust Co | 35,772 | $2.84M | 0.06% | −677−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 36,007 | $2.86M | 0.04% | −68,425−65.5% | Reduced |
| Econ Financial Services Corp | 36,017 | $2.86M | 1.43% | +2,279+6.8% | Added |
| Brookstone Capital Management | 36,114 | $2.87M | 0.03% | +4,282+13.5% | Added |
| Dynamic Advisor Solutions LLC | 36,163 | $2.87M | 0.09% | −94−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 36,181 | $2.87M | 0.26% | −351−1.0% | Reduced |
| Aaron Wealth Advisors | 36,346 | $2.88M | 0.16% | +2,087+6.1% | Added |
| Manske Wealth Management | 36,529 | $2.90M | 0.86% | −381−1.0% | Reduced |
| Concord Asset Management, LLC | 36,729 | $2.91M | 0.50% | +700+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 36,816 | $2.92M | 0.01% | −625−1.7% | Reduced |
| Neumann Capital Management, LLC | 36,951 | $2.93M | 0.85% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 37,000 | $2.94M | 0.02% | +37,000 | New |
| Argent Trust Co | 37,214 | $2.95M | 0.10% | −2,082−5.3% | Reduced |
| Atlas Capital Advisors LLC | 37,231 | $2.95M | 0.33% | +37,231 | New |
| 1832 Asset Management L.P. | 37,461 | $2.97M | 0.00% | +37,461 | New |
| Peak Financial Advisors LLC | 37,520 | $2.98M | 1.34% | +19,298+105.9% | Added |
| Uncommon Cents Investing LLC | 37,565 | $2.98M | 0.72% | −100.0% | Reduced |
| Exeter Financial, LLC | 37,615 | $2.99M | 1.27% | −1,165−3.0% | Reduced |
| Concord Wealth Partners | 38,028 | $3.02M | 0.39% | +1,459+4.0% | Added |
| Blue Capital, Inc. | 38,358 | $3.04M | 2.17% | +38,358 | New |
| Oppenheimer & Co Inc | 38,454 | $3.05M | 0.04% | +2,811+7.9% | Added |
| Culbertson A N & Co Inc | 38,634 | $3.07M | 0.42% | −1,580−3.9% | Reduced |
| Savant Capital, LLC | 38,760 | $3.08M | 0.02% | +90.0% | Added |
| Versor Investments LP | 38,777 | $3.08M | 0.48% | +2,082+5.7% | Added |
| Stance Capital LLC | 39,048 | $3.10M | 1.14% | +39,048 | New |
| Modera Wealth Management, LLC | 39,080 | $3.10M | 0.04% | −1,264−3.1% | Reduced |
| GF Fund Management Co. Ltd. | 39,118 | $3.10M | 0.05% | −649−1.6% | Reduced |
| Bleakley Financial Group, LLC | 39,218 | $3.11M | 0.05% | −25,268−39.2% | Reduced |
| Excalibur Management Corp | 39,249 | $3.11M | 1.12% | −905−2.3% | Reduced |
| Paralel Advisors LLC | 39,485 | $3.13M | 0.12% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 39,340 | $3.16M | 0.07% | −2,036−4.9% | Reduced |
| Principal Securities, Inc. | 39,893 | $3.17M | 0.05% | +4,956+14.2% | Added |
| Cheviot Value Management, LLC | 42,896 | $3.18M | 0.31% | −1,827−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 40,085 | $3.18M | 0.04% | +21,612+117.0% | Added |
| Ethic Inc. | 40,283 | $3.20M | 0.05% | +2,096+5.5% | Added |
| NBT Bank N A | 40,398 | $3.21M | 0.21% | −410−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,560 | $3.22M | 0.04% | +136+0.3% | Added |
| HB Wealth Management, LLC | 40,859 | $3.24M | 0.02% | +2,579+6.7% | Added |
| Arkadios Wealth Advisors | 40,983 | $3.25M | 0.06% | −547−1.3% | Reduced |
| Commerce Bank | 41,109 | $3.26M | 0.02% | +2,268+5.8% | Added |
| Exencial Wealth Advisors, LLC | 41,424 | $3.29M | 0.10% | −3,688−8.2% | Reduced |
| Vestcor Inc | 41,949 | $3.33M | 0.09% | +5,108+13.9% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $3.33M | 0.81% | +42,000 | New |
| South State Corp. | 42,147 | $3.34M | 0.15% | +203+0.5% | Added |
| Salem Investment Counselors Inc | 42,348 | $3.36M | 0.09% | −2,257−5.1% | Reduced |
| CBOE Vest Financial, LLC | 42,369 | $3.36M | 0.04% | +13,561+47.1% | Added |
| iA Global Asset Management Inc. | 42,389 | $3.36M | 0.04% | +42,389 | New |
| United Capital Financial Advisers, LLC | 42,665 | $3.39M | 0.02% | +3,629+9.3% | Added |
| Davenport & Co LLC | 42,667 | $3.39M | 0.02% | +1,603+3.9% | Added |
| Leuthold Group, LLC | 42,758 | $3.39M | 0.37% | +141+0.3% | Added |