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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 3,309,609 | $262.7M | 0.08% | +1,867,493+129.5% | Added |
| National Pension Service | 3,320,859 | $263.5M | 0.20% | −678,763−17.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,338,744 | $265.0M | 0.38% | +243,501+7.9% | Added |
| Raymond James Financial Inc | 3,445,189 | $273.5M | 0.09% | +344,071+11.1% | Added |
| Millennium Management LLC | 3,464,096 | $274.9M | 0.20% | −1,914,052−35.6% | Reduced |
| Swiss National Bank | 3,475,660 | $275.8M | 0.16% | −170,900−4.7% | Reduced |
| Citadel Advisors LLC | 3,601,353 | $285.8M | 0.19% | +384,176+11.9% | Added |
| Janus Henderson Group PLC | 3,616,946 | $287.0M | 0.13% | +246,471+7.3% | Added |
| Allianz Asset Management GmbH | 3,722,520 | $295.4M | 0.34% | +2,459,932+194.8% | Added |
| Franklin Resources Inc | 3,762,062 | $298.6M | 0.07% | −3,438,834−47.8% | Reduced |
| Holocene Advisors, LP | 3,968,803 | $315.0M | 0.66% | +2,300,576+137.9% | Added |
| Nordea Investment Management AB | 4,127,035 | $327.9M | 0.28% | −87,025−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,319,824 | $342.8M | 0.20% | −974,310−18.4% | Reduced |
| LSV Asset Management | 4,540,652 | $360.3M | 0.79% | −78,409−1.7% | Reduced |
| Deutsche Bank AG | 4,666,495 | $370.3M | 0.12% | +1,031,998+28.4% | Added |
| Nuveen, LLC | 5,189,596 | $411.8M | 0.11% | +114,082+2.2% | Added |
| Amundi | 5,828,283 | $462.5M | 0.13% | −1,625,697−21.8% | Reduced |
| UBS Group AG | 6,629,213 | $526.1M | 0.10% | −973,527−12.8% | Reduced |
| Wells Fargo & Company | 6,866,463 | $544.9M | 0.11% | −24,825−0.4% | Reduced |
| Dimensional Fund Advisors LP | 6,990,129 | $554.8M | 0.12% | −379,132−5.1% | Reduced |
| Ameriprise Financial Inc | 8,051,204 | $639.0M | 0.14% | −397,216−4.7% | Reduced |
| Glenview Capital Management, LLC | 8,196,799 | $650.5M | 13.86% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 8,222,846 | $652.6M | 0.09% | +1,058,797+14.8% | Added |
| UBS Asset Management Americas Inc | 8,312,341 | $659.7M | 0.14% | +387,467+4.9% | Added |
| Clearbridge Investments, LLC | 8,791,761 | $697.7M | 0.56% | −240,075−2.7% | Reduced |
| Bank of New York Mellon Corp | 9,110,576 | $723.0M | 0.13% | +577,064+6.8% | Added |
| Royal Bank of Canada | 9,261,455 | $735.0M | 0.13% | +1,250,897+15.6% | Added |
| Legal & General Group Plc | 9,309,182 | $738.8M | 0.16% | +31,249+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,371,595 | $743.7M | 0.65% | +8,355,230+822.1% | Added |
| Bank of America Corp | 9,419,636 | $747.5M | 0.05% | −954,046−9.2% | Reduced |
| Northern Trust Corp | 11,831,774 | $939.0M | 0.12% | −341,444−2.8% | Reduced |
| Capital Research Global Investors | 12,043,423 | $955.8M | 0.18% | +574,173+5.0% | Added |
| Davis Selected Advisers | 12,760,511 | $1.01B | 4.55% | +1,356,870+11.9% | Added |
| Charles Schwab Investment Management Inc | 13,857,346 | $1.10B | 0.17% | −83,285−0.6% | Reduced |
| Pzena Investment Management LLC | 15,581,307 | $1.24B | 3.70% | −263,665−1.7% | Reduced |
| Price T Rowe Associates Inc | 16,443,986 | $1.30B | 0.14% | −953,749−5.5% | Reduced |
| Wellington Management Group LLP | 18,564,392 | $1.47B | 0.26% | +12,233,675+193.2% | Added |
| Morgan Stanley | 20,373,774 | $1.62B | 0.10% | +1,211,631+6.3% | Added |
| Norges Bank | 20,996,288 | $1.67B | 0.18% | +20,996,288 | New |
| Invesco Ltd. | 24,019,141 | $1.91B | 0.18% | −273,917−1.1% | Reduced |
| Capital International Investors | 27,592,356 | $2.19B | 0.34% | +900,153+3.4% | Added |
| Geode Capital Management, LLC | 29,040,271 | $2.29B | 0.14% | +52,506+0.2% | Added |
| JPMorgan Chase & Co | 31,202,668 | $2.48B | 0.17% | −4,072,568−11.5% | Reduced |
| FMR LLC | 41,017,981 | $3.26B | 0.17% | −2,317,280−5.3% | Reduced |
| State Street Corp | 60,183,743 | $4.78B | 0.16% | +1,245,457+2.1% | Added |
| Dodge & Cox | 62,509,988 | $4.96B | 2.68% | −10,666,598−14.6% | Reduced |
| Capital World Investors | 67,662,911 | $5.37B | 0.73% | −719,247−1.1% | Reduced |
| Vanguard Group Inc | 120,709,530 | $9.58B | 0.14% | +1,824,424+1.5% | Added |
| BlackRock, Inc. | 120,994,474 | $9.60B | 0.16% | +1,158,330+1.0% | Added |
| Battery Global Advisors, LLC | 11 | – | – | −467−97.7% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −313,427−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −305,369−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −273,208−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −259,059−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −244,724−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −224,107−100.0% | Sold out |
| Parsifal Capital Management, LP | 0 | $0 | 0.00% | −182,300−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −160,900−100.0% | Sold out |
| Varenne Capital Partners | 0 | $0 | 0.00% | −131,950−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −110,183−100.0% | Sold out |
| Old North State Wealth Management, LLC | 0 | $0 | 0.00% | −96,191−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −90,086−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −75,912−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −45,639−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −43,600−100.0% | Sold out |
| Independence Asset Advisors, LLC | 0 | $0 | 0.00% | −34,478−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −31,654−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −29,766−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −25,996−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −26,287−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −24,644−100.0% | Sold out |
| Creegan & Nassoura Financial Group, LLC | 0 | $0 | 0.00% | −24,302−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −21,503−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −21,439−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −19,542−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −14,259−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −12,436−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,502−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −7,759−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,732−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −7,542−100.0% | Sold out |
| Lawson Kroeker Investment Management Inc | 0 | $0 | 0.00% | −7,224−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −6,846−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| Dixon Fnancial Services, Inc. | 0 | $0 | 0.00% | −6,089−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |