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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
Miller Wealth Advisors, LLC125$9.92K0.00%00.0%Unchanged
Hughes Financial Services, LLC126$10.0K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.131$10.0K0.01%+131New
Horizon Financial Services, LLC131$10.4K0.00%00.0%Unchanged
Marquette Asset Management, LLC137$10.9K0.00%+27+24.5%Added
LFA - Lugano Financial Advisors SA140$11.0K0.01%−860−86.0%Reduced
Crewe Advisors LLC139$11.0K0.00%+49+54.4%Added
Wall Street Access Asset Management, LLC150$11.9K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management150$11.9K0.01%+150New
Maryland Capital Advisors Inc.155$12.3K0.00%00.0%Unchanged
Richardson Financial Services Inc.155$12.3K0.01%+115+287.5%Added
American Wealth Advisors, LLC156$12.4K0.01%+2+1.3%Added
Raffa Wealth Management, LLC156$12.4K0.00%+32+25.8%Added
Lodestone Wealth Management LLC156$12.4K0.01%+156New
DiNuzzo Private Wealth, Inc.158$12.6K0.00%+2+1.3%Added
Financial Freedom, LLC160$12.7K0.01%+1+0.6%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna162$12.9K0.00%+12+8.0%Added
Wilkerson Advisory Group LLC162$12.9K0.00%+162New
Elevated Capital Advisors, LLC163$13.0K0.00%+163New
Chilton Capital Management LLC166$13.2K0.00%+31+23.0%Added
Anfield Capital Management, LLC168$13.3K0.00%+95+130.1%Added
Hollencrest Capital Management170$13.5K0.00%+20+13.3%Added
DHJJ Financial Advisors, Ltd.174$13.8K0.00%00.0%Unchanged
Rialto Wealth Management, LLC176$14.0K0.00%+4+2.3%Added
HFM Investment Advisors, LLC183$14.5K0.01%+77+72.6%Added
Purpose Unlimited Inc.194$15.4K0.00%+194New
Cornerstone Planning Group LLC209$15.5K0.00%−323−60.7%Reduced
Kohmann Bosshard Financial Services, LLC200$15.8K0.00%+200New
Bellevue Asset Management, LLC200$15.9K0.01%+50+33.3%Added
Pension & Wealth Management Advisors, Inc.200$15.9K0.00%00.0%Unchanged
Jessup Wealth Management, Inc200$15.9K0.01%+200New
Centerpoint Advisors, LLC200$16.0K0.00%00.0%Unchanged
Motiv8 Investments LLC200$16.0K0.01%+200New
CoreFirst Bank & Trust202$16.0K0.01%−100−33.1%Reduced
Cherry Tree Wealth Management, LLC202$16.0K0.00%00.0%Unchanged
Aventura Private Wealth, LLC202$16.0K0.01%+10+5.2%Added
Laurel Wealth Advisors LLC205$16.3K0.00%+205New
Kilter Group LLC206$16.3K0.01%+30+17.0%Added
Strategic Investment Solutions, Inc.208$16.5K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC210$16.7K0.01%+10+5.0%Added
Teachers Insurance & Annuity Association of America213$16.9K0.02%00.0%Unchanged
Union Bancaire Privee, UBP SA213$17.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.219$17.4K0.00%+5+2.3%Added
Consultiva Wealth Management, Corp.222$17.6K0.05%00.0%Unchanged
Compass Financial Services Inc231$18.3K0.01%00.0%Unchanged
Westfuller Advisors, LLC233$18.5K0.01%+2+0.9%Added
Atomic Invest LLC232$18.5K0.01%+232New
Red Tortoise LLC234$18.5K0.01%+2+0.9%Added
Founders Capital Management237$18.8K0.01%+237New
Pacific Center for Financial Services250$18.8K0.00%00.0%Unchanged
Avion Wealth247$19.0K0.00%+8+3.3%Added
SWAN Capital LLC242$19.2K0.01%00.0%Unchanged
Hager Investment Management Services, LLC245$19.4K0.01%+96+64.4%Added
Fortis Group Advisors, LLC250$19.8K0.00%00.0%Unchanged
ZRC Wealth Management, LLC251$19.9K0.01%+51+25.5%Added
Kennebec Savings Bank252$20.0K0.02%00.0%Unchanged
Core Alternative Capital266$21.1K0.01%−73−21.5%Reduced
Howard Hughes Medical Institute273$21.7K0.01%+1+0.4%Added
Sherman Asset Management, Inc.274$21.7K0.02%00.0%Unchanged
Abound Wealth Management279$22.1K0.01%+84+43.1%Added
Harbor Investment Advisory, LLC281$22.3K0.00%+6+2.2%Added
Vermillion & White Wealth Management Group, LLC282$22.4K0.01%+1+0.4%Added
Bank & Trust Co285$22.6K0.02%00.0%Unchanged
Olistico Wealth, LLC290$23.0K0.01%+290New
Activest Wealth Management292$23.2K0.00%+46+18.7%Added
Fortitude Family Office, LLC298$23.6K0.01%+76+34.2%Added
J.Safra Asset Management Corp298$23.6K0.00%+270+964.3%Added
SOA Wealth Advisors, LLC.300$23.8K0.00%−186−38.3%Reduced
Chung Wu Investment Group, LLC300$23.8K0.02%00.0%Unchanged
Accordant Advisory Group Inc300$23.8K0.02%+300New
Bell Investment Advisors, Inc302$24.0K0.00%+6+2.0%Added
Harel Insurance Investments & Financial Services Ltd.300$24.0K0.00%−7,395−96.1%Reduced
MB, Levis & Associates, LLC316$25.1K0.01%+3+1.0%Added
Private Wealth Management Group, LLC320$25.4K0.01%00.0%Unchanged
Seneschal Advisors, LLC321$25.5K0.02%00.0%Unchanged
Swiss Re Ltd327$26.0K0.00%+327New
Provenance Wealth Advisors, LLC333$26.4K0.00%−818−71.1%Reduced
North Ridge Wealth Advisors, Inc.334$26.5K0.01%00.0%Unchanged
NCP Inc.337$26.8K0.02%+337New
Chesapeake Asset Management LLC340$27.0K0.02%−200−37.0%Reduced
Highline Wealth Partners LLC344$27.3K0.01%+7+2.1%Added
BankPlus Trust Department346$27.5K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC348$27.6K0.01%−233−40.1%Reduced
TFC Financial Management349$27.7K0.00%−237−40.4%Reduced
McGuire Capital Advisors Inc352$27.9K0.02%+352New
Sankala Group LLC350$28.0K0.02%+350New
Harbor Capital Advisors, Inc.347$28.0K0.00%+8+2.4%Added
Farmers & Merchants Trust Co of Chambersburg PA350$28.0K0.01%00.0%Unchanged
Dunhill Financial, LLC357$28.3K0.01%+13+3.8%Added
Ares Financial Consulting, LLC363$28.8K0.03%+363New
Dogwood Wealth Management LLC370$29.4K0.01%+179+93.7%Added
Cedar Mountain Advisors, LLC371$29.4K0.01%00.0%Unchanged
Syntax Research, Inc.371$29.4K0.02%00.0%Unchanged
Arlington Trust Co LLC372$29.5K0.00%−964−72.2%Reduced
Cornerstone National Bank & Trust Co378$30.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC382$30.3K0.03%−1,408−78.7%Reduced
WPG Advisers, LLC397$31.5K0.02%−70−15.0%Reduced
Vermillion Wealth Management, Inc.400$31.7K0.01%00.0%Unchanged
Whipplewood Advisors, LLC400$31.7K0.02%00.0%Unchanged
GoalVest Advisory LLC408$32.4K0.01%+408New