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 |
|---|---|---|---|---|---|
| WealthCollab, LLC | 411 | $32.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 413 | $32.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 413 | $32.8K | 0.01% | −31−7.0% | Reduced |
| United Community Bank | 414 | $32.9K | 0.01% | −903−68.6% | Reduced |
| Riverview Trust Co | 418 | $33.2K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 435 | $34.5K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 437 | $34.7K | 0.02% | +437 | New |
| Harbor Asset Planning, Inc. | 438 | $34.8K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 439 | $34.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 446 | $35.4K | 0.01% | +69+18.3% | Added |
| Boreal Capital Management LLC | 451 | $35.8K | 0.03% | +78+20.9% | Added |
| Roxbury Financial LLC | 462 | $36.7K | 0.03% | +1+0.2% | Added |
| Pacifica Partners Inc. | 463 | $37.1K | 0.02% | −71−13.3% | Reduced |
| Costello Asset Management, INC | 477 | $37.9K | 0.01% | +1+0.2% | Added |
| Godfrey Financial Associates, Inc. | 478 | $37.9K | 0.03% | +478 | New |
| Colonial Trust Advisors | 488 | $38.7K | 0.00% | −85−14.8% | Reduced |
| Standard Family Office LLC | 488 | $38.7K | 0.04% | 00.0% | Unchanged |
| Financial Consulate, Inc | 499 | $39.6K | 0.01% | +249+99.6% | Added |
| Kemnay Advisory Services Inc. | 499 | $39.6K | 0.01% | +499 | New |
| First Financial Corp | 500 | $39.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $39.7K | 0.02% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 500 | $39.7K | 0.02% | 00.0% | Unchanged |
| PeakShares LLC | 500 | $39.7K | 0.04% | +500 | New |
| Canton Hathaway, LLC | 507 | $40.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 513 | $40.7K | 0.03% | −86−14.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 520 | $41.3K | 0.00% | +400+333.3% | Added |
| VSM Wealth Advisory, LLC | 525 | $41.7K | 0.01% | 00.0% | Unchanged |
| Havemeyer Place LP | 529 | $42.0K | 0.01% | +529 | New |
| Atwood & Palmer Inc | 535 | $42.5K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 537 | $42.6K | 0.04% | +537 | New |
| Vega Investment Solutions | 540 | $42.9K | 0.01% | +540 | New |
| Mascoma Wealth Management LLC | 542 | $43.0K | 0.01% | +19+3.6% | Added |
| Hamrick Investment Counsel, llc | 555 | $44.0K | 0.03% | +555 | New |
| First Community Trust NA | 562 | $44.6K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 571 | $45.3K | 0.01% | −37−6.1% | Reduced |
| Bogart Wealth, LLC | 572 | $45.4K | 0.00% | −46−7.4% | Reduced |
| Wellington-Altus USA Inc. | 583 | $46.3K | 0.03% | +583 | New |
| American National Bank | 588 | $46.7K | 0.00% | +188+47.0% | Added |
| West Branch Capital LLC | 590 | $46.8K | 0.01% | −50−7.8% | Reduced |
| Monetary Solutions, Ltd | 600 | $47.6K | 0.05% | +600 | New |
| Garner Asset Management Corp | 600 | $47.6K | 0.02% | +600 | New |
| Caldwell Trust Co | 630 | $50.0K | 0.00% | −249−28.3% | Reduced |
| MV Capital Management, Inc. | 630 | $50.0K | 0.00% | +15+2.4% | Added |
| Investors Portfolio Services LLC | 632 | $50.1K | 0.05% | +632 | New |
| Plante Moran Financial Advisors, LLC | 635 | $50.4K | 0.00% | −27−4.1% | Reduced |
| Wolff Wiese Magana LLC | 651 | $51.7K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 653 | $52.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 671 | $53.0K | 0.03% | −53−7.3% | Reduced |
| Indiana Trust & Investment Management CO | 680 | $54.0K | 0.02% | −26−3.7% | Reduced |
| Delta Asset Management LLC | 691 | $54.9K | 0.00% | −129−15.7% | Reduced |
| Entrust Financial LLC | 694 | $55.1K | 0.04% | +694 | New |
| TD Capital Management LLC | 698 | $55.4K | 0.00% | +281+67.4% | Added |
| Newbridge Financial Services Group, Inc. | 700 | $55.6K | 0.01% | −1,000−58.8% | Reduced |
| Heritage Wealth Advisors | 700 | $55.6K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 700 | $55.6K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 708 | $56.2K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 714 | $56.6K | 0.01% | +26+3.8% | Added |
| Triumph Capital Management | 718 | $57.0K | 0.01% | +718 | New |
| Trust Co | 720 | $57.1K | 0.01% | +518+256.4% | Added |
| UMA Financial Services, Inc. | 728 | $57.8K | 0.01% | +92+14.5% | Added |
| Atlantic Trust, LLC | 734 | $58.3K | 0.01% | −45−5.8% | Reduced |
| EFG International AG | 755 | $59.9K | 0.00% | +755 | New |
| Keating Financial Advisory Services, Inc. | 767 | $60.9K | 0.01% | +767 | New |
| Lummis Asset Management, LP | 800 | $63.5K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 806 | $64.0K | 0.01% | +307+61.5% | Added |
| Bayban | 811 | $64.4K | 0.06% | +811 | New |
| Capital Advisors, Ltd. LLC | 819 | $65.0K | 0.01% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 830 | $65.9K | 0.02% | −3,140−79.1% | Reduced |
| Piscataqua Savings Bank | 832 | $66.0K | 0.05% | −83−9.1% | Reduced |
| First Pacific Financial | 834 | $66.2K | 0.01% | −337−28.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 852 | $67.6K | 0.02% | +7+0.8% | Added |
| CFG Wealth Management Services, Inc. | 860 | $68.3K | 0.06% | +860 | New |
| Compagnie Lombard Odier SCmA | 864 | $68.6K | 0.00% | +864 | New |
| First Command Advisory Services, Inc. | 873 | $69.3K | 0.00% | +38+4.6% | Added |
| Bayforest Capital Ltd | 876 | $69.5K | 0.05% | −552−38.7% | Reduced |
| New England Capital Financial Advisors LLC | 880 | $69.8K | 0.03% | −96−9.8% | Reduced |
| Park Place Capital Corp | 886 | $70.3K | 0.01% | +58+7.0% | Added |
| Transamerica Financial Advisors, Inc. | 894 | $71.0K | 0.01% | +476+113.9% | Added |
| Board of the Pension Protection Fund | 900 | $71.4K | 0.07% | −2,500−73.5% | Reduced |
| Bangor Savings Bank | 905 | $71.8K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 918 | $72.9K | 0.01% | +918 | New |
| Millstone Evans Group, LLC | 928 | $73.6K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 951 | $75.5K | 0.01% | −179−15.8% | Reduced |
| DV Trading LLC | 958 | $76.0K | 0.01% | +958 | New |
| Coston, McIsaac & Partners | 992 | $78.0K | 0.02% | −195−16.4% | Reduced |
| Ball & Co Wealth Management Inc. | 990 | $78.0K | 0.05% | −147−12.9% | Reduced |
| GW&K Investment Management, LLC | 979 | $78.0K | 0.00% | +62+6.8% | Added |
| Financial Network Wealth Advisors LLC | 988 | $78.4K | 0.08% | +5+0.5% | Added |
| Virtus ETF Advisers LLC | 992 | $78.7K | 0.04% | +992 | New |
| Hoey Investments, Inc | 1,000 | $79.4K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,017 | $80.7K | 0.05% | +1,017 | New |
| True Wealth Design, LLC | 1,036 | $82.2K | 0.02% | −35−3.3% | Reduced |
| Capital Analysts, LLC | 1,055 | $84.0K | 0.00% | −9−0.8% | Reduced |
| Elyxium Wealth, LLC | 1,080 | $85.7K | 0.02% | +1,080 | New |
| Ogorek Anthony Joseph | 1,091 | $86.0K | 0.02% | −201−15.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,117 | $88.6K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 1,140 | $90.5K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 1,146 | $90.9K | 0.04% | −33−2.8% | Reduced |
| Commonwealth Retirement Investments LLC | 1,154 | $91.6K | 0.03% | +1,154 | New |
| Torren Management, LLC | 1,167 | $92.6K | 0.05% | +1,167 | New |