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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 4,967 | $394.2K | 0.20% | −100−2.0% | Reduced |
| Parkside Financial Bank & Trust | 4,967 | $394.2K | 0.03% | +406+8.9% | Added |
| Aspire Growth Partners LLC | 4,968 | $394.2K | 0.27% | +43+0.9% | Added |
| Factorial Partners, LLC | 5,000 | $396.8K | 0.26% | 00.0% | Unchanged |
| Quarry LP | 5,002 | $397.0K | 0.06% | +5,002 | New |
| First American Trust, FSB | 5,003 | $397.0K | 0.03% | +351+7.5% | Added |
| OpenArc Corporate Advisory, LLC | 5,008 | $397.4K | 0.01% | +5,008 | New |
| Alta Advisers Ltd | 5,012 | $397.8K | 0.14% | −1,700−25.3% | Reduced |
| Community Bank, N.A. | 5,050 | $400.8K | 0.05% | −10,438−67.4% | Reduced |
| Vectors Research Management, LLC | 5,054 | $401.1K | 0.12% | −19−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 5,057 | $401.3K | 0.01% | −117,739−95.9% | Reduced |
| Atlas Brown,Inc. | 5,077 | $402.9K | 0.12% | +34+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,105 | $405.2K | 0.01% | +641+14.4% | Added |
| Cornerstone Wealth Group, LLC | 5,117 | $406.1K | 0.03% | +201+4.1% | Added |
| Southland Equity Partners LLC | 5,130 | $407.1K | 0.08% | −85−1.6% | Reduced |
| Everpar Advisors LLC | 5,145 | $408.3K | 0.15% | +122+2.4% | Added |
| Venturi Wealth Management, LLC | 5,147 | $408.5K | 0.02% | +329+6.8% | Added |
| Optiver Holding B.V. | 5,159 | $409.4K | 0.01% | +5,159 | New |
| Vision Financial Markets LLC | 5,176 | $410.7K | 0.42% | +10.0% | Added |
| YHB Investment Advisors, Inc. | 5,200 | $412.7K | 0.03% | −935−15.2% | Reduced |
| Cito Capital Group, LLC | 5,200 | $413.0K | 0.12% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,206 | $413.1K | 0.04% | −1,265−19.5% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,209 | $413.4K | 0.33% | +5,209 | New |
| MKT Advisors LLC | 5,160 | $414.9K | 0.14% | +9+0.2% | Added |
| Columbia Asset Management | 5,248 | $416.5K | 0.07% | −100−1.9% | Reduced |
| Camden Capital, LLC | 5,249 | $416.6K | 0.03% | +52+1.0% | Added |
| DRW Securities, LLC | 5,292 | $418.3K | 0.03% | +5,292 | New |
| CVA Family Office, LLC | 5,302 | $420.8K | 0.05% | −251−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 5,311 | $421.5K | 0.08% | +3,651+219.9% | Added |
| Advisory Alpha, LLC | 5,345 | $424.3K | 0.01% | +277+5.5% | Added |
| Allen Capital Group, LLC | 5,358 | $425.2K | 0.04% | −159−2.9% | Reduced |
| LGT Group Foundation | 5,340 | $426.4K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,410 | $429.3K | 0.03% | +716+15.3% | Added |
| Hobbs Group Advisors, LLC | 5,440 | $431.7K | 0.13% | +5,440 | New |
| Mission Wealth Management, LP | 5,443 | $432.0K | 0.01% | +1,484+37.5% | Added |
| World Equity Group, Inc. | 5,453 | $432.8K | 0.12% | +5,453 | New |
| Intrua Financial, LLC | 5,509 | $437.2K | 0.05% | −1,433−20.6% | Reduced |
| VestGen Advisors, LLC | 5,526 | $438.5K | 0.02% | +2,792+102.1% | Added |
| Bull Street Advisors, LLC | 5,543 | $440.0K | 0.20% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 5,555 | $440.8K | 1.35% | +5,555 | New |
| Great Valley Advisor Group, Inc. | 5,558 | $441.1K | 0.01% | +262+4.9% | Added |
| Caerus Investment Advisors, LLC | 5,565 | $441.6K | 0.15% | +69+1.3% | Added |
| Beacon Financial Group | 5,566 | $441.7K | 0.04% | +18+0.3% | Added |
| Evoke Wealth, LLC | 5,567 | $441.8K | 0.01% | −475−7.9% | Reduced |
| Mather Group, LLC. | 5,588 | $443.4K | 0.00% | +840+17.7% | Added |
| Abacus Planning Group, Inc. | 5,590 | $443.6K | 0.06% | +504+9.9% | Added |
| Harbour Investments, Inc. | 5,591 | $443.7K | 0.01% | +404+7.8% | Added |
| Adirondack Trust Co | 5,596 | $444.1K | 0.15% | −109−1.9% | Reduced |
| Root Financial Partners, LLC | 5,610 | $445.2K | 0.02% | +160+2.9% | Added |
| PCM Encore, LLC | 5,617 | $445.7K | 0.09% | +5,617 | New |
| Beta Wealth Group, Inc. | 5,625 | $446.4K | 0.18% | −1,498−21.0% | Reduced |
| Amara Financial, LLC. | 5,632 | $447.0K | 0.31% | 00.0% | Unchanged |
| Summit Global Investments | 5,636 | $447.0K | 0.03% | +5,636 | New |
| Larson Financial Group LLC | 5,634 | $447.1K | 0.01% | +839+17.5% | Added |
| Ruedi Wealth Management, Inc. | 5,661 | $449.3K | 0.12% | +5,661 | New |
| Birchbrook, Inc. | 5,665 | $449.6K | 0.22% | −369−6.1% | Reduced |
| Advyzon Investment Management, LLC | 5,685 | $451.2K | 0.05% | +1,704+42.8% | Added |
| Ancora Advisors, LLC | 5,716 | $453.6K | 0.01% | +486+9.3% | Added |
| First Horizon Corp | 5,751 | $456.4K | 0.02% | +290+5.3% | Added |
| Wealth Effects LLC | 5,760 | $457.1K | 0.14% | −199−3.3% | Reduced |
| Aprio Wealth Management, LLC | 5,224 | $457.2K | 0.03% | +227+4.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,772 | $458.1K | 0.12% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 5,777 | $458.4K | 0.48% | +5,777 | New |
| Fiduciary Financial Group, LLC | 5,791 | $459.6K | 0.06% | +101+1.8% | Added |
| Koss-Olinger Consulting, LLC | 5,812 | $461.0K | 0.04% | −1,608−21.7% | Reduced |
| Auto-Owners Insurance Co | 5,811 | $461.2K | 0.01% | +154+2.7% | Added |
| Syverson Strege & Co | 5,816 | $461.6K | 0.11% | +94+1.6% | Added |
| Parsons Capital Management Inc | 5,826 | $462.4K | 0.03% | +5,826 | New |
| ORG Partners LLC | 5,856 | $464.7K | 0.08% | +5,137+714.5% | Added |
| Private Wealth Asset Management, LLC | 5,861 | $465.1K | 0.05% | −15−0.3% | Reduced |
| Regal Investment Advisors LLC | 5,876 | $466.3K | 0.03% | −201−3.3% | Reduced |
| Partners in Financial Planning | 5,888 | $467.3K | 0.08% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,900 | $468.0K | 0.13% | +3,093+110.2% | Added |
| PDS Planning, Inc | 5,905 | $468.6K | 0.03% | +911+18.2% | Added |
| Alteri Wealth LLC | 5,913 | $469.2K | 0.15% | +1,718+41.0% | Added |
| Riggs Asset Managment Co. Inc. | 5,929 | $470.5K | 0.09% | +1,652+38.6% | Added |
| Rahlfs Capital, LLC | 5,930 | $470.6K | 0.37% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,942 | $471.6K | 0.01% | +1,246+26.5% | Added |
| Rexford Capital Inc | 5,943 | $471.6K | 0.36% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,944 | $472.0K | 0.11% | +20+0.3% | Added |
| Whalerock Point Partners, LLC | 5,950 | $472.2K | 0.09% | −405−6.4% | Reduced |
| Rathbone Brothers plc | 5,969 | $473.7K | 0.00% | +1,691+39.5% | Added |
| Reliant Investment Partners, LLC | 6,000 | $476.2K | 0.37% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,007 | $476.7K | 0.09% | −37−0.6% | Reduced |
| St. Clair Advisors, LLC | 6,022 | $477.9K | 0.12% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 6,022 | $477.9K | 0.05% | +976+19.3% | Added |
| SG Trading Solutions, LLC | 6,040 | $479.0K | 0.11% | +6,040 | New |
| Storgate, LLC | 6,054 | $480.4K | 0.39% | +6,054 | New |
| Meadowbrook Wealth Management, LLC | 6,075 | $482.1K | 0.55% | +1,150+23.4% | Added |
| Webster Bank, N. A. | 6,080 | $482.5K | 0.05% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 6,113 | $485.1K | 0.07% | +6,113 | New |
| Octavia Wealth Advisors, LLC | 6,122 | $485.2K | 0.05% | −29−0.5% | Reduced |
| Virtue Capital Management, LLC | 6,061 | $485.6K | 0.07% | +3,635+149.8% | Added |
| BCS Private Wealth Management, Inc. | 6,127 | $486.2K | 0.17% | +100+1.7% | Added |
| Money Concepts Capital Corp | 6,134 | $486.8K | 0.03% | −473−7.2% | Reduced |
| Matrix Asset Advisors Inc | 6,175 | $490.0K | 0.04% | −20.0% | Reduced |
| Aristeia Capital LLC | 6,192 | $491.4K | 0.01% | +6,192 | New |
| Addison Advisors LLC | 6,196 | $491.7K | 0.11% | −50−0.8% | Reduced |
| Interchange Capital Partners, LLC | 6,234 | $494.8K | 0.09% | +602+10.7% | Added |
| OmniStar Financial Group, Inc. | 6,236 | $494.9K | 0.29% | −6,615−51.5% | Reduced |