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 |
|---|---|---|---|---|---|
| Key Financial Inc | 3,286 | $260.8K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,289 | $261.1K | 0.01% | −130−3.8% | Reduced |
| Twinbeech Capital LP | 3,300 | $261.9K | 0.02% | +3,300 | New |
| Midland Wealth Advisors LLC | 3,307 | $262.4K | 0.01% | −2,358−41.6% | Reduced |
| DLK Investment Management, LLC | 3,310 | $262.7K | 0.10% | −7−0.2% | Reduced |
| Independence Bank of Kentucky | 3,321 | $263.6K | 0.03% | −33−1.0% | Reduced |
| Simmons Bank | 3,328 | $264.1K | 0.02% | −150−4.3% | Reduced |
| SBI Securities Co., Ltd. | 3,328 | $264.1K | 0.01% | +307+10.2% | Added |
| Corsicana & Co. | 3,330 | $264.3K | 0.15% | −1,400−29.6% | Reduced |
| JFS Wealth Advisors, LLC | 3,333 | $264.5K | 0.01% | −186−5.3% | Reduced |
| Center For Asset Management LLC | 3,352 | $266.0K | 0.14% | −255−7.1% | Reduced |
| Sentry LLC | 3,364 | $267.0K | 0.07% | −620−15.6% | Reduced |
| AA Financial Advisors, LLC | 3,368 | $267.3K | 0.05% | +126+3.9% | Added |
| AlTi Global, Inc. | 3,369 | $267.4K | 0.01% | −78,180−95.9% | Reduced |
| Legacy Financial Advisors, Inc. | 3,372 | $267.6K | 0.04% | −804−19.3% | Reduced |
| First City Capital Management, Inc. | 3,376 | $267.9K | 0.14% | −585−14.8% | Reduced |
| HBW Advisory Services LLC | 3,380 | $268.3K | 0.03% | −98−2.8% | Reduced |
| CoreCap Advisors, LLC | 3,383 | $268.5K | 0.01% | −357−9.5% | Reduced |
| SmartHarvest Portfolios, LLC | 3,385 | $268.6K | 0.09% | +3,385 | New |
| Seven Mile Advisory | 3,412 | $270.8K | 0.05% | −498−12.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,459 | $271.0K | 0.19% | +3,459 | New |
| Capital Group Private Client Services, Inc. | 3,418 | $271.3K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,420 | $271.4K | 0.02% | +11+0.3% | Added |
| Ellis Investment Partners, LLC | 3,419 | $271.4K | 0.05% | +34+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 3,434 | $272.5K | 0.01% | −27−0.8% | Reduced |
| Resurgent Financial Advisors LLC | 3,442 | $273.1K | 0.14% | +596+20.9% | Added |
| Berkshire Asset Management LLC | 3,448 | $273.6K | 0.01% | −150−4.2% | Reduced |
| Stonebrook Private Inc. | 3,449 | $273.7K | 0.06% | +204+6.3% | Added |
| Register Financial Advisors LLC | 3,466 | $275.1K | 0.11% | −32−0.9% | Reduced |
| Camelot Portfolios, LLC | 3,476 | $275.9K | 0.17% | −1,920−35.6% | Reduced |
| Westmount Partners, LLC | 3,493 | $277.2K | 0.07% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,496 | $277.4K | 0.06% | −125−3.5% | Reduced |
| MidFirst Bank | 3,503 | $278.0K | 0.02% | +3,503 | New |
| 71 West Capital Partners | 3,503 | $278.0K | 0.01% | +3,503 | New |
| Lyell Wealth Management, LP | 3,512 | $278.7K | 0.02% | +442+14.4% | Added |
| Boston Family Office LLC | 3,520 | $279.0K | 0.02% | −1,800−33.8% | Reduced |
| PCB Capital LLC | 3,526 | $279.8K | 0.45% | +3,526 | New |
| NorthRock Partners, LLC | 3,538 | $280.8K | 0.00% | −11,014−75.7% | Reduced |
| LS Investment Advisors, LLC | 3,575 | $283.7K | 0.04% | +135+3.9% | Added |
| Kendall Capital Management | 3,580 | $284.1K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3,586 | $284.6K | 0.07% | −500−12.2% | Reduced |
| JGP Wealth Management, LLC | 3,586 | $284.6K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,592 | $285.1K | 0.00% | −141−3.8% | Reduced |
| Cadence Wealth Management LLC | 3,599 | $285.6K | 0.14% | −1,000−21.7% | Reduced |
| GFS Advisors, LLC | 3,600 | $285.7K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 3,603 | $286.0K | 0.01% | +771+27.2% | Added |
| Red Door Wealth Management, LLC | 3,619 | $287.2K | 0.03% | +14+0.4% | Added |
| Sunflower Bank, N.A. | 3,628 | $287.9K | 0.07% | +3,628 | New |
| waypoint wealth counsel | 3,629 | $288.0K | 0.11% | +99+2.8% | Added |
| Waddell & Associates, LLC | 3,636 | $288.6K | 0.02% | −891−19.7% | Reduced |
| Onefund, LLC | 3,637 | $288.6K | 0.17% | +195+5.7% | Added |
| MQS Management LLC | 3,637 | $288.6K | 0.17% | +3,637 | New |
| Axiom Financial Strategies, LLC | 3,638 | $288.7K | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,639 | $288.8K | 0.02% | +316+9.5% | Added |
| Defined Wealth Management, LLC | 3,645 | $289.3K | 0.17% | +69+1.9% | Added |
| Trust Point Inc. | 3,647 | $289.4K | 0.02% | +33+0.9% | Added |
| Morningstar Investment Management LLC | 3,690 | $293.0K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 3,699 | $293.6K | 0.02% | −3−0.1% | Reduced |
| Marshall Investment Management, LLC | 3,705 | $294.0K | 0.15% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,715 | $294.8K | 0.02% | −1,056−22.1% | Reduced |
| WealthBridge Capital Management, LLC | 3,730 | $296.0K | 0.07% | −50−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,731 | $296.1K | 0.02% | +428+13.0% | Added |
| JNBA Financial Advisors | 3,737 | $296.5K | 0.03% | +59+1.6% | Added |
| Western Wealth Management, LLC | 3,740 | $296.8K | 0.01% | +669+21.8% | Added |
| Mach-1 Financial Group, Inc. | 3,751 | $297.7K | 0.06% | +3,751 | New |
| Klingenstein Fields & Co LP | 3,755 | $298.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 3,755 | $298.0K | 0.09% | 00.0% | Unchanged |
| Income Insurance Ltd | 3,758 | $298.2K | 0.19% | +3,758 | New |
| Hoxton Planning & Management, LLC | 3,759 | $298.3K | 0.09% | +2+0.1% | Added |
| Sivia Capital Partners, LLC | 3,769 | $299.1K | 0.06% | +621+19.7% | Added |
| McIlrath & Eck, LLC | 3,769 | $299.1K | 0.03% | +189+5.3% | Added |
| Beese Fulmer Investment Management, Inc. | 3,778 | $299.8K | 0.02% | −391−9.4% | Reduced |
| Alamar Capital Management, LLC | 3,784 | $300.3K | 0.17% | +3,784 | New |
| Horizon Bancorp Inc | 3,791 | $301.0K | 0.15% | −346−8.4% | Reduced |
| Landaas & Co | 3,794 | $301.1K | 0.07% | 00.0% | Unchanged |
| Resolute Capital, LLC | 3,794 | $301.1K | 0.13% | +3,794 | New |
| Alliance Wealth Advisors, LLC | 3,825 | $303.6K | 0.07% | −1,125−22.7% | Reduced |
| Glen Eagle Advisors, LLC | 3,834 | $304.3K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 3,838 | $304.6K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,861 | $306.4K | 0.04% | +83+2.2% | Added |
| WSFS Capital Management, LLC | 3,867 | $306.9K | 0.01% | +339+9.6% | Added |
| Luken Investment Analytics, LLC | 3,896 | $309.2K | 0.12% | +15+0.4% | Added |
| Coppell Advisory Solutions LLC | 3,881 | $309.9K | 0.03% | +520+15.5% | Added |
| Sym Financial Corp | 3,909 | $310.2K | 0.03% | +25+0.6% | Added |
| Quest 10 Wealth Builders, Inc. | 3,926 | $311.5K | 0.28% | +266+7.3% | Added |
| Cromwell Holdings LLC | 3,928 | $311.7K | 0.17% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,961 | $314.3K | 0.11% | −325−7.6% | Reduced |
| Lesa Sroufe & Co | 3,965 | $315.0K | 0.23% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 3,980 | $315.8K | 0.16% | +190+5.0% | Added |
| GW Henssler & Associates Ltd | 3,987 | $316.4K | 0.02% | −20−0.5% | Reduced |
| Optivise Advisory Services LLC | 3,989 | $316.6K | 0.18% | −8−0.2% | Reduced |
| B&L Asset Management LLC | 3,991 | $316.7K | 0.14% | +3,991 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $317.0K | 0.15% | −12,000−75.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $317.4K | 0.15% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,028 | $319.7K | 0.15% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,034 | $320.2K | 0.17% | −813−16.8% | Reduced |
| Ballast Advisors LLC | 4,042 | $320.8K | 0.09% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,043 | $320.8K | 0.05% | −954−19.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,046 | $321.1K | 0.01% | −170−4.0% | Reduced |
| Decision Investments, Inc | 4,056 | $321.9K | 0.35% | +4,056 | New |