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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 1,167 | $92.6K | 0.05% | +31+2.7% | Added |
| Silvant Capital Management LLC | 1,169 | $92.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,177 | $93.4K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 1,218 | $96.7K | 0.02% | −107−8.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,219 | $96.7K | 0.03% | 00.0% | Unchanged |
| Reflection Asset Management | 1,230 | $97.6K | 0.07% | +1,230 | New |
| Group One Trading, L.P. | 1,250 | $99.2K | 0.00% | +1,250 | New |
| Colonial Trust Co | 1,302 | $103.3K | 0.01% | −18−1.4% | Reduced |
| Golden State Wealth Management, LLC | 1,302 | $103.3K | 0.01% | −27−2.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,320 | $104.8K | 0.07% | −341−20.5% | Reduced |
| Peoples Financial Services Corp. | 1,324 | $105.1K | 0.05% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,338 | $106.2K | 0.06% | −2−0.1% | Reduced |
| Center for Financial Planning, Inc. | 1,341 | $106.4K | 0.01% | 00.0% | Unchanged |
| Motco | 1,348 | $107.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,348 | $107.0K | 0.02% | +169+14.3% | Added |
| Loomis Sayles & Co L P | 1,361 | $108.0K | 0.00% | +17+1.3% | Added |
| 1015 Capital Partners, LLC | 1,383 | $109.8K | 0.11% | +1,383 | New |
| Ameliora Wealth Management Ltd. | 1,440 | $114.3K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,507 | $119.6K | 0.07% | −150−9.1% | Reduced |
| Bank of Jackson Hole Trust | 1,507 | $119.6K | 0.06% | −65−4.1% | Reduced |
| Valley National Advisers Inc | 1,519 | $120.0K | 0.02% | +52+3.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,529 | $120.0K | 0.04% | +342+28.8% | Added |
| City Holding Co | 1,517 | $120.4K | 0.01% | +541+55.4% | Added |
| AlphaCentric Advisors LLC | 1,550 | $123.0K | 0.12% | +1,550 | New |
| Centennial Bank | 1,666 | $132.2K | 0.05% | 00.0% | Unchanged |
| Gifford Fong Associates | 1,675 | $133.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,682 | $133.5K | 0.01% | +211+14.3% | Added |
| Sittner & Nelson, LLC | 1,707 | $133.7K | 0.05% | +100+6.2% | Added |
| Asset Dedication, LLC | 1,717 | $136.3K | 0.01% | −24−1.4% | Reduced |
| Nemes Rush Group LLC | 1,722 | $136.6K | 0.01% | +82+5.0% | Added |
| Proathlete Wealth Management LLC | 1,768 | $140.3K | 0.04% | +15+0.9% | Added |
| DV Equities, LLC | 1,770 | $140.5K | 0.03% | +1,770 | New |
| SHP Wealth Management | 1,770 | $140.5K | 0.01% | +1,770 | New |
| Mark Sheptoff Financial Planning, LLC | 1,783 | $141.5K | 0.07% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,800 | $142.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,824 | $144.8K | 0.01% | −104−5.4% | Reduced |
| HighMark Wealth Management LLC | 1,884 | $149.5K | 0.06% | −33−1.7% | Reduced |
| Legacy Bridge, LLC | 1,918 | $152.2K | 0.06% | +143+8.1% | Added |
| Cape Investment Advisory, Inc. | 1,935 | $153.6K | 0.05% | +687+55.0% | Added |
| Oakworth Capital, Inc. | 1,949 | $154.7K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,953 | $155.0K | 0.01% | −334−14.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,955 | $155.1K | 0.00% | −202−9.4% | Reduced |
| Duncker Streett & Co Inc | 1,960 | $155.5K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,980 | $157.1K | 0.04% | −125−5.9% | Reduced |
| ESL Trust Services, LLC | 2,000 | $158.7K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 2,000 | $158.7K | 0.07% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,006 | $159.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 2,037 | $161.6K | 0.07% | +1,220+149.3% | Added |
| Grove Bank & Trust | 2,060 | $163.5K | 0.02% | −201−8.9% | Reduced |
| Ameriflex Group, Inc. | 2,087 | $165.6K | 0.09% | −537−20.5% | Reduced |
| Creative Financial Designs Inc | 2,123 | $168.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,132 | $169.2K | 0.02% | +2,132 | New |
| Armstrong Advisory Group, Inc | 2,171 | $172.3K | 0.01% | +160+8.0% | Added |
| Salomon & Ludwin, LLC | 2,145 | $172.5K | 0.02% | −50−2.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,202 | $174.8K | 0.07% | −310−12.3% | Reduced |
| Quent Capital, LLC | 2,269 | $180.0K | 0.01% | +207+10.0% | Added |
| Union Savings Bank | 2,313 | $183.6K | 0.08% | +2,313 | New |
| Steigerwald, Gordon & Koch Inc. | 2,376 | $188.6K | 0.02% | +338+16.6% | Added |
| Strive Financial Group ,LLC | 2,485 | $197.2K | 0.10% | +2,485 | New |
| Y.D. More Investments Ltd | 2,490 | $197.6K | 0.01% | +1,450+139.4% | Added |
| Avalon Trust Co | 2,490 | $197.6K | 0.01% | −276−10.0% | Reduced |
| Evolution Wealth Management Inc. | 2,511 | $199.3K | 0.16% | +2,389+1,958.2% | Added |
| ELCO Management Co., LLC | 2,521 | $200.1K | 0.13% | +2,521 | New |
| Boston Research & Management Inc | 2,539 | $201.5K | 0.05% | +2,539 | New |
| Poinciana Advisors Group, LLC | 2,543 | $201.8K | 0.16% | +2,543 | New |
| McKinley Carter Wealth Services, Inc. | 2,552 | $202.5K | 0.01% | +2,552 | New |
| Medallion Wealth Advisors, LLC | 2,562 | $203.2K | 0.07% | −135−5.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,396 | $203.4K | 0.04% | +5,396 | New |
| S Harris Financial Group, LLC | 2,570 | $204.0K | 0.20% | +2,570 | New |
| Financial & Tax Architects, LLC | 2,577 | $204.6K | 0.05% | +2,577 | New |
| Tactive Advisors, LLC | 2,580 | $204.7K | 0.06% | +2,580 | New |
| Regatta Capital Group, LLC | 2,592 | $205.7K | 0.03% | +2,592 | New |
| Werba Rubin Papier Wealth Management | 2,593 | $205.8K | 0.06% | +2,593 | New |
| Quilter Plc | 2,595 | $205.9K | 0.00% | +2,595 | New |
| Seamount Financial Group Inc | 2,600 | $206.3K | 0.09% | −500−16.1% | Reduced |
| DF Dent & Co Inc | 2,601 | $206.4K | 0.00% | +2,601 | New |
| Palisade Asset Management, LLC | 2,602 | $206.5K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,607 | $206.9K | 0.10% | +7+0.3% | Added |
| Stockman Wealth Management, Inc. | 2,608 | $207.0K | 0.02% | +2,608 | New |
| Formidable Asset Management, LLC | 2,760 | $208.0K | 0.03% | −335−10.8% | Reduced |
| Prelude Capital Management, LLC | 2,623 | $208.2K | 0.02% | −14,666−84.8% | Reduced |
| Spirepoint Private Client, LLC | 2,631 | $208.8K | 0.02% | +2,631 | New |
| Ewa, LLC | 2,642 | $209.7K | 0.05% | +2,642 | New |
| Chapin Davis, Inc. | 2,642 | $209.7K | 0.05% | +2,642 | New |
| Novare Capital Management LLC | 2,643 | $209.7K | 0.02% | −2,637−49.9% | Reduced |
| Next Level Private LLC | 2,645 | $209.9K | 0.06% | −50−1.9% | Reduced |
| Thomasville National Bank | 2,654 | $210.6K | 0.01% | −1,070−28.7% | Reduced |
| Long Island Wealth Management, Inc. | 2,658 | $211.0K | 0.10% | −70−2.6% | Reduced |
| North Star Asset Management Inc | 2,662 | $211.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,662 | $211.3K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,671 | $212.0K | 0.02% | +15+0.6% | Added |
| Wincap Financial LLC | 2,672 | $212.1K | 0.15% | −17,761−86.9% | Reduced |
| Balboa Wealth Partners | 2,673 | $212.1K | 0.04% | +2,673 | New |
| Thrive Wealth Management, LLC | 2,673 | $212.2K | 0.03% | +2,673 | New |
| Arvest Bank Trust Division | 2,676 | $212.4K | 0.01% | −213−7.4% | Reduced |
| Anchyra Partners LLC | 2,678 | $212.5K | 0.07% | +2,678 | New |
| Quadcap Wealth Management, LLC | 2,681 | $212.8K | 0.02% | +2,681 | New |
| 1620 Investment Advisors, Inc. | 2,683 | $212.9K | 0.14% | −53−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 2,685 | $213.1K | 0.01% | +29+1.1% | Added |
| Tempus Wealth Planning, LLC | 2,685 | $213.1K | 0.05% | −80−2.9% | Reduced |