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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 4,058 | $322.0K | 0.02% | +1,315+47.9% | Added |
| Klingman & Associates, LLC | 4,062 | $322.4K | 0.02% | +615+17.8% | Added |
| Iron Financial, LLC | 4,074 | $323.3K | 0.15% | +580+16.6% | Added |
| Van Hulzen Asset Management, LLC | 4,075 | $323.4K | 0.02% | −34−0.8% | Reduced |
| Parcion Private Wealth LLC | 4,078 | $323.6K | 0.02% | +76+1.9% | Added |
| Torrey Growth & Income Advisors | 4,705 | $324.2K | 0.11% | −720−13.3% | Reduced |
| Winthrop Advisory Group LLC | 4,105 | $325.7K | 0.03% | −13−0.3% | Reduced |
| Nilsine Partners, LLC | 4,110 | $326.2K | 0.03% | +502+13.9% | Added |
| Means Investment Co., Inc. | 4,111 | $326.3K | 0.03% | −7,793−65.5% | Reduced |
| CFS Investment Advisory Services, LLC | 4,115 | $326.6K | 0.02% | +10+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 4,121 | $327.1K | 0.04% | −3,338−44.8% | Reduced |
| apricus wealth, LLC | 4,135 | $328.2K | 0.17% | −39,325−90.5% | Reduced |
| Narwhal Capital Management | 4,136 | $328.2K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 4,144 | $328.9K | 0.07% | +120+3.0% | Added |
| BridgePort Financial Solutions, LLC | 4,151 | $329.5K | 0.09% | +146+3.6% | Added |
| International Private Wealth Advisors LLC | 4,158 | $330.0K | 0.21% | +9+0.2% | Added |
| Plimoth Trust Co LLC | 4,165 | $330.5K | 0.07% | −275−6.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 4,108 | $331.5K | 0.05% | +4,108 | New |
| GeoWealth Management, LLC | 4,188 | $332.4K | 0.01% | +362+9.5% | Added |
| Fortis Advisors, LLC | 4,200 | $333.3K | 0.18% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 4,223 | $335.1K | 0.03% | +56+1.3% | Added |
| Legacy Advisors, LLC | 4,225 | $335.3K | 0.04% | +925+28.0% | Added |
| Wallace Advisory Group, LLC | 4,226 | $335.4K | 0.35% | −3,257−43.5% | Reduced |
| Icon Wealth Advisors, LLC | 4,238 | $336.3K | 0.02% | −54−1.3% | Reduced |
| Tompkins Financial Corp | 4,238 | $336.3K | 0.03% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,239 | $336.4K | 0.20% | −315−6.9% | Reduced |
| Silver Oak Securities, Inc | 4,214 | $336.5K | 0.02% | −126−2.9% | Reduced |
| First Western Trust Bank | 4,250 | $337.3K | 0.02% | −20.0% | Reduced |
| Forum Private Client Group LLC | 4,255 | $337.6K | 0.12% | −295−6.5% | Reduced |
| US Asset Management LLC | 4,264 | $338.4K | 0.28% | −42−1.0% | Reduced |
| North Star Investment Management Corp. | 4,278 | $339.5K | 0.02% | +8+0.2% | Added |
| Southern Financial Group, LLC | 4,306 | $341.8K | 0.10% | +4,306 | New |
| Resonant Capital Advisors, LLC | 4,308 | $341.9K | 0.02% | +75+1.8% | Added |
| Bank Hapoalim BM | 4,315 | $342.0K | 0.03% | +50+1.2% | Added |
| Compass Ion Advisors, LLC | 4,329 | $343.5K | 0.03% | +41+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,333 | $343.9K | 0.02% | −2,009−31.7% | Reduced |
| Brown Miller Wealth Management, LLC | 4,342 | $344.6K | 0.10% | +3+0.1% | Added |
| Qsemble Capital Management, LP | 4,359 | $345.9K | 0.03% | +4,359 | New |
| Keel Point, LLC | 4,391 | $348.4K | 0.02% | +263+6.4% | Added |
| Fell Capital Management | 4,400 | $349.2K | 0.34% | +4,400 | New |
| Jackson Thornton Asset Management, LLC | 4,333 | $349.7K | 0.03% | +242+5.9% | Added |
| Aigen Investment Management, LP | 4,425 | $351.2K | 0.08% | −1,591−26.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,436 | $352.0K | 0.25% | +100+2.3% | Added |
| Plan Group Financial, LLC | 4,443 | $352.6K | 0.09% | −69−1.5% | Reduced |
| Waldron Private Wealth LLC | 4,460 | $353.9K | 0.01% | +733+19.7% | Added |
| Sargent Investment Group, LLC | 4,462 | $354.1K | 0.04% | +4,462 | New |
| City Center Advisors, LLC | 4,471 | $354.9K | 0.33% | −699−13.5% | Reduced |
| Vista Private Wealth Partners. LLC | 5,162 | $356.1K | 0.12% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 4,493 | $356.7K | 0.38% | +4,493 | New |
| Aviance Capital Partners, LLC | 4,495 | $356.7K | 0.04% | −7−0.2% | Reduced |
| Clayton Financial Group LLC | 4,501 | $357.2K | 0.18% | +221+5.2% | Added |
| Cladis Investment Advisory, LLC | 4,514 | $358.2K | 0.20% | +10.0% | Added |
| Keystone Financial Planning, Inc. | 4,521 | $358.8K | 0.10% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,405 | $358.9K | 0.02% | +263+6.3% | Added |
| Mma Asset Management LLC | 4,523 | $358.9K | 0.13% | −95−2.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,542 | $360.5K | 0.08% | −135−2.9% | Reduced |
| Ariston Services Group | 4,546 | $360.8K | 0.21% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,557 | $361.6K | 0.12% | −997−18.0% | Reduced |
| Chase Investment Counsel Corp | 4,566 | $362.0K | 0.10% | +364+8.7% | Added |
| Northeast Investment Management | 4,564 | $362.2K | 0.01% | −84−1.8% | Reduced |
| Element Wealth, LLC | 4,574 | $363.0K | 0.15% | +10+0.2% | Added |
| Donaldson Capital Management, LLC | 4,579 | $363.4K | 0.01% | −728−13.7% | Reduced |
| Optas, LLC | 4,591 | $364.3K | 0.06% | +539+13.3% | Added |
| One Capital Management, LLC | 4,600 | $365.1K | 0.01% | −25−0.5% | Reduced |
| MCF Advisors LLC | 4,600 | $365.1K | 0.02% | +3,118+210.4% | Added |
| Souders Financial Advisors | 4,612 | $366.0K | 0.04% | +194+4.4% | Added |
| Basepoint Wealth LLC | 4,621 | $366.8K | 0.22% | −702−13.2% | Reduced |
| V2 Financial group LLC | 4,642 | $368.4K | 0.18% | +4,642 | New |
| RMB Capital Management, LLC | 4,645 | $368.6K | 0.01% | +686+17.3% | Added |
| HF Advisory Group, LLC | 4,646 | $368.8K | 0.13% | −573−11.0% | Reduced |
| Diversified Enterprises, LLC | 4,659 | $369.7K | 0.02% | +1,176+33.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,660 | $369.8K | 0.04% | −129−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,662 | $370.0K | 0.10% | +934+25.1% | Added |
| Sterling Wealth Management, Inc. | 4,669 | $370.5K | 0.11% | +301+6.9% | Added |
| OneAscent Financial Services LLC | 4,672 | $370.8K | 0.03% | +201+4.5% | Added |
| Knights of Columbus Asset Advisors LLC | 4,700 | $373.0K | 0.02% | +773+19.7% | Added |
| Capital Performance Advisors LLP | 4,707 | $373.5K | 0.03% | −3−0.1% | Reduced |
| BancorpSouth Bank | 4,715 | $374.2K | 0.02% | +85+1.8% | Added |
| Manchester Capital Management LLC | 4,733 | $375.6K | 0.05% | +68+1.5% | Added |
| Northside Capital Management, LLC | 4,740 | $376.2K | 0.03% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 4,745 | $376.6K | 0.00% | −1,710−26.5% | Reduced |
| Massmutual Trust Co FSB | 4,749 | $376.9K | 0.01% | +759+19.0% | Added |
| Boothbay Fund Management, LLC | 4,754 | $377.3K | 0.01% | +4,754 | New |
| Modern Wealth Management, LLC | 4,770 | $378.5K | 0.01% | +809+20.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,780 | $379.3K | 0.04% | −492−9.3% | Reduced |
| Smithfield Trust Co | 4,786 | $380.0K | 0.02% | −65−1.3% | Reduced |
| Fulcrum Capital LLC | 4,792 | $380.3K | 0.08% | +4,792 | New |
| Tranquility Partners, LLC | 4,794 | $380.4K | 0.14% | −143−2.9% | Reduced |
| Somerset Trust Co | 4,795 | $380.5K | 0.12% | −36−0.7% | Reduced |
| Pines Wealth Management, LLC | 4,798 | $380.8K | 0.12% | −709−12.9% | Reduced |
| Lantz Financial LLC | 4,833 | $383.5K | 0.08% | +141+3.0% | Added |
| Diversified Trust Co | 4,876 | $387.0K | 0.01% | +1,829+60.0% | Added |
| Pekin Hardy Strauss, Inc. | 4,877 | $387.0K | 0.04% | +552+12.8% | Added |
| Armis Advisers, LLC | 5,427 | $387.9K | 0.04% | −1,130−17.2% | Reduced |
| Truvestments Capital LLC | 4,906 | $389.3K | 0.07% | −828−14.4% | Reduced |
| Marble Wealth, LLC | 4,937 | $391.8K | 0.05% | +4,937 | New |
| Apella Capital, LLC | 4,946 | $392.5K | 0.01% | −30−0.6% | Reduced |
| Sunpointe, LLC | 4,947 | $392.6K | 0.13% | +237+5.0% | Added |
| Guardian Partners Inc. | 5,224 | $392.8K | 0.03% | +5,224 | New |
| LaSalle St. Investment Advisors, LLC | 4,963 | $393.0K | 0.06% | +116+2.4% | Added |