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 |
|---|---|---|---|---|---|
| M.E. Allison & Co., Inc. | 6,270 | $497.6K | 0.34% | −753−10.7% | Reduced |
| Baker Avenue Asset Management, LP | 6,275 | $498.0K | 0.01% | +351+5.9% | Added |
| Wealth Watch Advisors, INC | 6,289 | $499.1K | 0.19% | +1,487+31.0% | Added |
| Goelzer Investment Management, Inc. | 6,294 | $499.5K | 0.02% | +1,624+34.8% | Added |
| Focused Alpha, LLC | 6,300 | $500.0K | 0.15% | +6,300 | New |
| Parallax Volatility Advisers, L.P. | 6,309 | $500.7K | 0.02% | −205,223−97.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,338 | $503.0K | 0.01% | +194+3.2% | Added |
| Rockland Trust Co | 6,380 | $506.3K | 0.02% | +1,241+24.1% | Added |
| V-Square Quantitative Management LLC | 6,403 | $508.1K | 0.05% | −4,168−39.4% | Reduced |
| SeaCrest Wealth Management, LLC | 6,370 | $508.3K | 0.05% | −127−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 6,411 | $508.8K | 0.00% | −5,809−47.5% | Reduced |
| Federated Hermes, Inc. | 6,418 | $509.3K | 0.00% | +2,601+68.1% | Added |
| Polymer Capital Management (US) LLC | 6,451 | $512.0K | 0.07% | −1,440−18.2% | Reduced |
| Athena Investment Management | 6,479 | $514.2K | 0.26% | −10−0.2% | Reduced |
| Busey Wealth Management | 6,484 | $514.6K | 0.01% | +19+0.3% | Added |
| Fort Sheridan Advisors LLC | 6,507 | $516.4K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,537 | $518.8K | 0.02% | +252+4.0% | Added |
| 111 Capital | 6,565 | $521.0K | 0.11% | −8,387−56.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,575 | $521.8K | 0.02% | +727+12.4% | Added |
| Quantum Financial Advisors, LLC | 6,589 | $522.9K | 0.06% | +6,589 | New |
| Turtle Creek Wealth Advisors, LLC | 6,617 | $525.2K | 0.04% | +335+5.3% | Added |
| North Forty Two & Co. | 6,618 | $525.2K | 0.50% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 6,627 | $525.9K | 0.01% | −190−2.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,646 | $527.4K | 0.29% | +6,646 | New |
| Sunbelt Securities, Inc. | 6,651 | $527.8K | 0.04% | −99−1.5% | Reduced |
| Journey Strategic Wealth LLC | 6,654 | $528.1K | 0.01% | +203+3.1% | Added |
| Worth Financial Advisory Group, LLC | 6,655 | $528.1K | 0.26% | +30+0.5% | Added |
| Catalyst Financial Partners LLC | 6,656 | $528.2K | 0.06% | +1,750+35.7% | Added |
| Checchi Capital Advisers, LLC | 6,703 | $532.0K | 0.04% | +275+4.3% | Added |
| Frec Markets, Inc. | 6,726 | $533.8K | 0.16% | +6,726 | New |
| First Nebraska Trust Co | 6,736 | $534.6K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,773 | $537.5K | 0.00% | −140−2.0% | Reduced |
| Conning Inc. | 6,791 | $538.9K | 0.02% | −1,138−14.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,791 | $538.9K | 0.10% | +2,263+50.0% | Added |
| Provident Living Financial Services, Inc. | 6,791 | $538.9K | 0.53% | +6,791 | New |
| Wilson & Boucher Capital Management, LLC | 6,850 | $543.6K | 0.36% | 00.0% | Unchanged |
| PEAK6 LLC | 6,852 | $543.8K | 0.01% | +6,852 | New |
| Leavell Investment Management, Inc. | 6,860 | $544.4K | 0.02% | −1,029−13.0% | Reduced |
| Kathmere Capital Management, LLC | 6,884 | $546.3K | 0.04% | +2,153+45.5% | Added |
| Pure Financial Advisors, Inc. | 6,986 | $554.4K | 0.01% | +377+5.7% | Added |
| Transatlantique Private Wealth LLC | 6,991 | $554.8K | 0.17% | −274−3.8% | Reduced |
| Prasad Wealth Partners, LLC | 6,999 | $555.4K | 0.15% | +36+0.5% | Added |
| Williams Financial, LLC | 7,020 | $557.1K | 0.32% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,022 | $557.3K | 0.04% | +488+7.5% | Added |
| Axxcess Wealth Management, LLC | 7,066 | $560.7K | 0.01% | −225−3.1% | Reduced |
| Mindset Wealth Management, LLC | 7,099 | $563.4K | 0.15% | +7,099 | New |
| Naples Global Advisors, LLC | 7,123 | $565.3K | 0.04% | −1,123−13.6% | Reduced |
| Wellington Shields Capital Management, LLC | 7,153 | $567.7K | 0.08% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 7,160 | $568.2K | 0.10% | +7,160 | New |
| Empire Financial Management Company, LLC | 7,223 | $573.3K | 0.12% | +25+0.3% | Added |
| Bayesian Capital Management, LP | 7,248 | $575.2K | 1.32% | −10,552−59.3% | Reduced |
| Washington Trust Co | 7,251 | $575.5K | 0.02% | −434−5.6% | Reduced |
| Zacks Investment Management | 7,265 | $576.6K | 0.00% | +178+2.5% | Added |
| Coastal Bridge Advisors, LLC | 7,278 | $577.6K | 0.04% | −220−2.9% | Reduced |
| Crews Bank & Trust | 7,317 | $580.7K | 0.08% | −414−5.4% | Reduced |
| Beaton Management Co. Inc. | 7,360 | $584.0K | 0.26% | −181−2.4% | Reduced |
| Indivisible Partners | 7,369 | $584.8K | 0.06% | +7,369 | New |
| Citizens Business Bank | 7,376 | $585.4K | 0.10% | +7,376 | New |
| Wealth Alliance | 7,383 | $585.9K | 0.06% | −403−5.2% | Reduced |
| Quotient Wealth Partners, LLC | 7,397 | $587.0K | 0.02% | −276−3.6% | Reduced |
| Annex Advisory Services, LLC | 7,403 | $587.5K | 0.01% | +7,403 | New |
| Miracle Mile Advisors, LLC | 7,404 | $587.5K | 0.01% | +1,046+16.5% | Added |
| Verdence Capital Advisors LLC | 7,416 | $588.5K | 0.03% | −139−1.8% | Reduced |
| Rehmann Capital Advisory Group | 7,439 | $590.4K | 0.03% | −3,073−29.2% | Reduced |
| Ballentine Partners, LLC | 7,446 | $590.9K | 0.01% | +2,004+36.8% | Added |
| Davidson Trust Co | 7,469 | $592.7K | 0.25% | +2,662+55.4% | Added |
| Geneos Wealth Management Inc. | 7,515 | $596.4K | 0.01% | +1,593+26.9% | Added |
| Aviso Financial Inc. | 7,544 | $598.7K | 0.02% | −146−1.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,560 | $600.0K | 0.02% | +24+0.3% | Added |
| BCS Wealth Management | 7,608 | $603.8K | 0.06% | +4,130+118.7% | Added |
| Centennial Wealth Advisory LLC | 7,611 | $604.1K | 0.16% | −241−3.1% | Reduced |
| American State Bank (Iowa) | 7,624 | $605.0K | 0.29% | −244−3.1% | Reduced |
| Cullen Investment Group, Ltd. | 7,569 | $607.8K | 0.08% | −2,178−22.3% | Reduced |
| Quest Partners LLC | 7,664 | $608.2K | 0.03% | +2,065+36.9% | Added |
| Beverly Hills Private Wealth, LLC | 7,667 | $608.5K | 0.10% | +133+1.8% | Added |
| Snowwater Investment Partners, LLC | 7,669 | $608.6K | 0.56% | +7,669 | New |
| Koshinski Asset Management, Inc. | 7,671 | $608.8K | 0.04% | +814+11.9% | Added |
| Versant Capital Management, Inc | 7,686 | $610.0K | 0.08% | −248−3.1% | Reduced |
| BCU Wealth Advisors, LLC | 7,696 | $610.8K | 0.23% | −2,055−21.1% | Reduced |
| Unifi Asset Management LP | 7,720 | $612.7K | 0.67% | +7,720 | New |
| Barr E S & Co | 7,725 | $613.1K | 0.03% | +7,725 | New |
| Burns Matteson Capital Management, LLC | 7,748 | $614.9K | 0.25% | +7,748 | New |
| Fiera Capital Corp | 7,773 | $616.9K | 0.00% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,880 | $625.4K | 0.35% | −350−4.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,700 | $626.4K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 7,899 | $626.9K | 0.60% | −780−9.0% | Reduced |
| Avestar Capital, LLC | 7,921 | $628.6K | 0.04% | +886+12.6% | Added |
| Key Client Fiduciary Advisors, LLC | 7,939 | $630.0K | 0.22% | −30−0.4% | Reduced |
| Howard Capital Management Inc. | 7,950 | $630.9K | 0.01% | −53−0.7% | Reduced |
| Investment House LLC | 7,965 | $632.1K | 0.03% | −750−8.6% | Reduced |
| Bluefin Capital Management, LLC | 8,000 | $634.9K | 0.18% | +8,000 | New |
| Forty-three Eighteen Advisors, LLC | 8,000 | $634.9K | 0.49% | +8,000 | New |
| Aso Group Ltd | 8,000 | $635.0K | 0.25% | +8,000 | New |
| Soltis Investment Advisors LLC | 8,044 | $638.4K | 0.04% | +2,836+54.5% | Added |
| ARS Wealth Advisors Group, LLC | 8,047 | $638.6K | 0.06% | +459+6.0% | Added |
| Diametric Capital, LP | 8,063 | $639.9K | 0.17% | +2,308+40.1% | Added |
| Diligent Investors, LLC | 8,087 | $641.8K | 0.16% | +7+0.1% | Added |
| MONECO Advisors, LLC | 8,095 | $642.4K | 0.05% | −1,316−14.0% | Reduced |
| Chicago Trust Co NA | 8,122 | $644.6K | 0.10% | −504−5.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,113 | $647.8K | 0.06% | +3,301+68.6% | Added |