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 |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | 2,689 | $213.4K | 0.05% | −57−2.1% | Reduced |
| Lantern Wealth Advisors, LLC | 2,691 | $213.6K | 0.11% | +2,691 | New |
| GM Advisory Group, Inc. | 2,693 | $213.7K | 0.01% | +2,693 | New |
| Circle Wealth Management, LLC | 2,694 | $213.8K | 0.00% | +40+1.5% | Added |
| W Advisors, LLC | 2,708 | $214.9K | 0.11% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,708 | $215.0K | 0.02% | +2,708 | New |
| Sutton Place Investors LLC | 2,717 | $215.6K | 0.12% | +62+2.3% | Added |
| Spartan Planning & Wealth Management | 2,728 | $216.5K | 0.16% | −42−1.5% | Reduced |
| Caliber Wealth Management, LLC | 2,731 | $216.7K | 0.02% | +2,731 | New |
| Granite Islands Private Wealth, LLC | 2,751 | $216.8K | 0.20% | +2,751 | New |
| Keystone Financial Services | 2,733 | $216.9K | 0.07% | −9−0.3% | Reduced |
| Fielder Capital Group LLC | 2,739 | $217.3K | 0.05% | −13−0.5% | Reduced |
| Advisor OS, LLC | 2,743 | $217.7K | 0.02% | +15+0.5% | Added |
| Guardian Wealth Advisors, LLC | 2,751 | $218.3K | 0.01% | +11+0.4% | Added |
| Clarius Group, LLC | 2,755 | $218.6K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,756 | $218.7K | 0.01% | −127−4.4% | Reduced |
| HFG Advisors, Inc. | 2,773 | $220.1K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,777 | $220.4K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,781 | $220.7K | 0.05% | +21+0.8% | Added |
| TT Capital Management LLC | 2,784 | $220.9K | 0.18% | −189−6.4% | Reduced |
| White Pine Capital LLC | 2,787 | $221.2K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,794 | $221.7K | 0.04% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,797 | $222.0K | 0.00% | −34,792−92.6% | Reduced |
| DGS Capital Management, LLC | 2,803 | $222.4K | 0.04% | +2,803 | New |
| Keudell/Morrison Wealth Management | 2,818 | $223.6K | 0.05% | +2,818 | New |
| Facet Wealth, Inc. | 3,025 | $223.9K | 0.00% | +3,025 | New |
| Rossby Financial, LCC | 2,824 | $224.1K | 0.07% | −298−9.5% | Reduced |
| Signet Financial Management, LLC | 2,827 | $224.3K | 0.03% | +104+3.8% | Added |
| Alpha Family Trust | 2,840 | $225.4K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,849 | $226.2K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,880 | $226.4K | 0.01% | +144+5.3% | Added |
| Sunburst Financial Group, LLC | 2,854 | $226.5K | 0.05% | −35−1.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,860 | $227.0K | 0.04% | +2,860 | New |
| Tranquilli Financial Advisor LLC | 2,863 | $227.2K | 0.13% | +103+3.7% | Added |
| Reynders McVeigh Capital Management, LLC | 2,869 | $228.0K | 0.01% | +2,869 | New |
| EagleClaw Capital Managment, LLC | 2,880 | $228.6K | 0.03% | +2,880 | New |
| LeClair Wealth Partners LLC | 2,885 | $229.0K | 0.13% | +15+0.5% | Added |
| Genesis Private Wealth, LLC | 2,885 | $229.0K | 0.07% | +12+0.4% | Added |
| Cypress Wealth Services, LLC | 2,889 | $229.3K | 0.03% | +2,889 | New |
| Traphagen Investment Advisors LLC | 2,900 | $230.1K | 0.02% | +26+0.9% | Added |
| Middleton & Co Inc | 2,900 | $230.1K | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,901 | $230.2K | 0.02% | −174−5.7% | Reduced |
| WealthShield Partners, LLC | 2,901 | $230.2K | 0.03% | +13+0.5% | Added |
| Perennial Investment Advisors, LLC | 2,903 | $230.4K | 0.02% | +149+5.4% | Added |
| Terry L. Blaker | 2,909 | $230.9K | 0.01% | +2,909 | New |
| Wealth Architects, LLC | 2,913 | $231.2K | 0.02% | +33+1.1% | Added |
| New Republic Capital, LLC | 2,932 | $232.7K | 0.06% | +2,932 | New |
| VeraBank, N.A. | 2,932 | $232.7K | 0.04% | −562−16.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,948 | $234.0K | 0.01% | +2,948 | New |
| Basecamp Wealth Advisors LLC | 2,971 | $235.8K | 0.05% | +2,971 | New |
| Lighthouse Financial LLC | 2,979 | $236.4K | 0.15% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,988 | $237.1K | 0.12% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,003 | $238.0K | 0.00% | +119+4.1% | Added |
| Shay Capital LLC | 3,000 | $238.1K | 0.04% | −2,000−40.0% | Reduced |
| American National Bank of Texas | 3,000 | $238.1K | 0.23% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,007 | $238.6K | 0.04% | +11+0.4% | Added |
| MidWestOne Financial Group, Inc. | 3,008 | $238.7K | 0.03% | −111−3.6% | Reduced |
| Windsor Capital Management, LLC | 3,010 | $238.9K | 0.07% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 3,012 | $239.0K | 0.00% | +344+12.9% | Added |
| Moss Adams Wealth Advisors LLC | 3,016 | $239.4K | 0.02% | +135+4.7% | Added |
| WBI Investments | 3,023 | $239.9K | 0.06% | +3,023 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,028 | $240.4K | 0.08% | +2,765+1,051.3% | Added |
| T. Rowe Price Investment Management, Inc. | 3,034 | $241.0K | 0.00% | −376−11.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,039 | $241.2K | 0.06% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,043 | $241.5K | 0.02% | +5+0.2% | Added |
| Hemenway Trust Co LLC | 3,053 | $242.3K | 0.02% | −100−3.2% | Reduced |
| Texas Bank & Trust Co | 3,062 | $243.0K | 0.09% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,079 | $244.3K | 0.15% | −207−6.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,085 | $244.8K | 0.02% | −251−7.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,087 | $245.0K | 0.01% | −46−1.5% | Reduced |
| Sentinel Trust Co Lba | 3,095 | $246.0K | 0.02% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 3,102 | $246.2K | 0.02% | +3,102 | New |
| Great Point Wealth Advisors, LLC | 3,106 | $246.5K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,118 | $247.4K | 0.01% | 00.0% | Unchanged |
| Cercano Management LLC | 3,119 | $247.5K | 0.01% | −263−7.8% | Reduced |
| Blueshift Asset Management, LLC | 3,125 | $248.0K | 0.07% | −2,960−48.6% | Reduced |
| Connecticut Wealth Management, LLC | 3,125 | $248.0K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,128 | $248.2K | 0.02% | −550−15.0% | Reduced |
| Charter Trust Co | 3,150 | $250.0K | 0.01% | +3,150 | New |
| Tower Bridge Advisors | 3,152 | $250.1K | 0.03% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 3,154 | $250.3K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,154 | $250.3K | 0.05% | +13+0.4% | Added |
| Holderness Investments Co | 3,169 | $251.5K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 3,174 | $251.9K | 0.09% | −803−20.2% | Reduced |
| GK Wealth Management LLC | 3,181 | $252.4K | 0.18% | −296−8.5% | Reduced |
| Revolve Wealth Partners, LLC | 3,195 | $253.6K | 0.03% | −185−5.5% | Reduced |
| Sentry Investment Management LLC | 3,195 | $254.0K | 0.17% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 3,201 | $254.1K | 0.12% | +3,201 | New |
| Eagle Wealth Strategies LLC | 3,204 | $254.2K | 0.12% | −394−11.0% | Reduced |
| First National Bank | 3,210 | $254.7K | 0.14% | 00.0% | Unchanged |
| Lawood & Co | 3,220 | $255.5K | 0.24% | +3,220 | New |
| Sepio Capital, LP | 3,228 | $256.2K | 0.01% | −159−4.7% | Reduced |
| AGH Wealth Advisors, LLC | 3,229 | $256.3K | 0.19% | −448−12.2% | Reduced |
| New Covenant Trust Company, N.A. | 3,216 | $257.7K | 0.23% | −127−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,252 | $258.0K | 0.02% | +84+2.7% | Added |
| Stonebridge Capital Advisors LLC | 3,254 | $258.2K | 0.02% | −211−6.1% | Reduced |
| Laraway Financial Inc | 3,256 | $258.4K | 0.17% | −125−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,261 | $258.8K | 0.02% | −50−1.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,264 | $259.0K | 0.07% | −800−19.7% | Reduced |
| Holistic Financial Partners | 3,265 | $259.1K | 0.09% | −132−3.9% | Reduced |