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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 53,142 | $4.22M | 0.25% | +53,142 | New |
| Generali Asset Management SPA SGR | 53,124 | $4.22M | 0.09% | −3,805−6.7% | Reduced |
| Associated Banc-Corp | 52,530 | $4.17M | 0.11% | +1,016+2.0% | Added |
| Empirical Finance, LLC | 52,332 | $4.15M | 0.20% | −1,906−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 51,895 | $4.12M | 0.01% | +806+1.6% | Added |
| L & S Advisors Inc | 51,275 | $4.07M | 0.38% | +51,275 | New |
| AG2R la Mondiale Gestion D'Actifs | 51,262 | $4.07M | 0.18% | +3,581+7.5% | Added |
| Azimuth Capital Investment Management LLC | 51,236 | $4.07M | 0.15% | +48,443+1,734.4% | Added |
| Pettyjohn, Wood & White, Inc | 51,070 | $4.05M | 0.64% | −1,600−3.0% | Reduced |
| Heritage Trust Co | 50,893 | $4.04M | 0.41% | +4,343+9.3% | Added |
| Hills Bank & Trust Co | 50,787 | $4.03M | 0.23% | −2,982−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,184 | $3.98M | 0.01% | −26−0.1% | Reduced |
| Park Avenue Securities LLC | 50,013 | $3.97M | 0.03% | +1,367+2.8% | Added |
| Violich Capital Management, Inc. | 49,997 | $3.97M | 0.44% | −6,267−11.1% | Reduced |
| Lido Advisors, LLC | 51,433 | $3.97M | 0.02% | +1,441+2.9% | Added |
| Plato Investment Management Ltd | 49,470 | $3.95M | 0.26% | −439−0.9% | Reduced |
| Lee Danner & Bass Inc | 49,555 | $3.93M | 0.28% | −659−1.3% | Reduced |
| Hantz Financial Services, Inc. | 49,234 | $3.91M | 0.06% | −1,923−3.8% | Reduced |
| Farmers National Bank | 48,927 | $3.88M | 0.87% | −363−0.7% | Reduced |
| Oak Asset Management, LLC | 48,840 | $3.88M | 1.32% | −1,385−2.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 48,695 | $3.86M | 0.07% | +48,695 | New |
| New Age Alpha Advisors, LLC | 48,324 | $3.83M | 0.17% | −7,417−13.3% | Reduced |
| Vontobel Holding Ltd. | 48,260 | $3.83M | 0.01% | −17,725−26.9% | Reduced |
| Haverford Trust Co | 48,203 | $3.83M | 0.03% | −776−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 48,191 | $3.82M | 0.08% | −214,172−81.6% | Reduced |
| Meyer Handelman Co | 48,072 | $3.81M | 0.12% | −7,346−13.3% | Reduced |
| Vision Capital Management, Inc. | 47,739 | $3.79M | 0.46% | +1,888+4.1% | Added |
| Fieldview Capital Management, LLC | 47,719 | $3.79M | 0.64% | +2,610+5.8% | Added |
| Cullinan Associates Inc | 47,387 | $3.76M | 0.25% | −893−1.8% | Reduced |
| XML Financial, LLC | 47,204 | $3.75M | 0.31% | −6,396−11.9% | Reduced |
| Cinctive Capital Management LP | 46,754 | $3.71M | 0.21% | +46,754 | New |
| S&T Bank | 46,559 | $3.69M | 1.17% | −11,402−19.7% | Reduced |
| Simplex Trading, LLC | 46,171 | $3.66M | 0.10% | −2,620−5.4% | Reduced |
| Westside Investment Management, Inc. | 45,809 | $3.64M | 0.58% | −1,699−3.6% | Reduced |
| Omers Administration Corp | 45,753 | $3.63M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 45,451 | $3.61M | 0.02% | −1,053−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 45,312 | $3.60M | 0.09% | +815+1.8% | Added |
| Metis Global Partners, LLC | 45,292 | $3.59M | 0.08% | −3,561−7.3% | Reduced |
| ABLE Financial Group, LLC | 45,045 | $3.57M | 0.73% | +3,818+9.3% | Added |
| Waycross Partners, LLC | 45,000 | $3.57M | 0.29% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 44,905 | $3.56M | 0.08% | −7,540−14.4% | Reduced |
| Morton Community Bank | 47,383 | $3.53M | 0.76% | +2,260+5.0% | Added |
| IFG Advisory, LLC | 44,393 | $3.52M | 0.15% | −708−1.6% | Reduced |
| Advisory Services Network, LLC | 44,376 | $3.52M | 0.05% | +263+0.6% | Added |
| Apollon Wealth Management, LLC | 44,332 | $3.52M | 0.06% | +1,782+4.2% | Added |
| Blume Capital Management, Inc. | 44,074 | $3.50M | 0.64% | −6,645−13.1% | Reduced |
| North Dakota State Investment Board | 43,833 | $3.48M | 0.13% | +43,833 | New |
| Tokio Marine Asset Management Co Ltd | 43,566 | $3.46M | 0.12% | +1,196+2.8% | Added |
| Summit Trail Advisors, LLC | 43,156 | $3.42M | 0.06% | −6,580−13.2% | Reduced |
| Leuthold Group, LLC | 42,758 | $3.39M | 0.37% | +141+0.3% | Added |
| Davenport & Co LLC | 42,667 | $3.39M | 0.02% | +1,603+3.9% | Added |
| United Capital Financial Advisers, LLC | 42,665 | $3.39M | 0.02% | +3,629+9.3% | Added |
| iA Global Asset Management Inc. | 42,389 | $3.36M | 0.04% | +42,389 | New |
| CBOE Vest Financial, LLC | 42,369 | $3.36M | 0.04% | +13,561+47.1% | Added |
| Salem Investment Counselors Inc | 42,348 | $3.36M | 0.09% | −2,257−5.1% | Reduced |
| South State Corp. | 42,147 | $3.34M | 0.15% | +203+0.5% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $3.33M | 0.81% | +42,000 | New |
| Vestcor Inc | 41,949 | $3.33M | 0.09% | +5,108+13.9% | Added |
| Exencial Wealth Advisors, LLC | 41,424 | $3.29M | 0.10% | −3,688−8.2% | Reduced |
| Commerce Bank | 41,109 | $3.26M | 0.02% | +2,268+5.8% | Added |
| Arkadios Wealth Advisors | 40,983 | $3.25M | 0.06% | −547−1.3% | Reduced |
| HB Wealth Management, LLC | 40,859 | $3.24M | 0.02% | +2,579+6.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,560 | $3.22M | 0.04% | +136+0.3% | Added |
| NBT Bank N A | 40,398 | $3.21M | 0.21% | −410−1.0% | Reduced |
| Ethic Inc. | 40,283 | $3.20M | 0.05% | +2,096+5.5% | Added |
| Foundations Investment Advisors, LLC | 40,085 | $3.18M | 0.04% | +21,612+117.0% | Added |
| Cheviot Value Management, LLC | 42,896 | $3.18M | 0.31% | −1,827−4.1% | Reduced |
| Principal Securities, Inc. | 39,893 | $3.17M | 0.05% | +4,956+14.2% | Added |
| NorthCrest Asset Manangement, LLC | 39,340 | $3.16M | 0.07% | −2,036−4.9% | Reduced |
| Paralel Advisors LLC | 39,485 | $3.13M | 0.12% | 00.0% | Unchanged |
| Excalibur Management Corp | 39,249 | $3.11M | 1.12% | −905−2.3% | Reduced |
| Bleakley Financial Group, LLC | 39,218 | $3.11M | 0.05% | −25,268−39.2% | Reduced |
| GF Fund Management Co. Ltd. | 39,118 | $3.10M | 0.05% | −649−1.6% | Reduced |
| Modera Wealth Management, LLC | 39,080 | $3.10M | 0.04% | −1,264−3.1% | Reduced |
| Stance Capital LLC | 39,048 | $3.10M | 1.14% | +39,048 | New |
| Versor Investments LP | 38,777 | $3.08M | 0.48% | +2,082+5.7% | Added |
| Savant Capital, LLC | 38,760 | $3.08M | 0.02% | +90.0% | Added |
| Culbertson A N & Co Inc | 38,634 | $3.07M | 0.42% | −1,580−3.9% | Reduced |
| Oppenheimer & Co Inc | 38,454 | $3.05M | 0.04% | +2,811+7.9% | Added |
| Blue Capital, Inc. | 38,358 | $3.04M | 2.17% | +38,358 | New |
| Concord Wealth Partners | 38,028 | $3.02M | 0.39% | +1,459+4.0% | Added |
| Exeter Financial, LLC | 37,615 | $2.99M | 1.27% | −1,165−3.0% | Reduced |
| Uncommon Cents Investing LLC | 37,565 | $2.98M | 0.72% | −100.0% | Reduced |
| Peak Financial Advisors LLC | 37,520 | $2.98M | 1.34% | +19,298+105.9% | Added |
| 1832 Asset Management L.P. | 37,461 | $2.97M | 0.00% | +37,461 | New |
| Atlas Capital Advisors LLC | 37,231 | $2.95M | 0.33% | +37,231 | New |
| Argent Trust Co | 37,214 | $2.95M | 0.10% | −2,082−5.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 37,000 | $2.94M | 0.02% | +37,000 | New |
| Neumann Capital Management, LLC | 36,951 | $2.93M | 0.85% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36,816 | $2.92M | 0.01% | −625−1.7% | Reduced |
| Concord Asset Management, LLC | 36,729 | $2.91M | 0.50% | +700+1.9% | Added |
| Manske Wealth Management | 36,529 | $2.90M | 0.86% | −381−1.0% | Reduced |
| Aaron Wealth Advisors | 36,346 | $2.88M | 0.16% | +2,087+6.1% | Added |
| Canandaigua National Bank & Trust Co | 36,181 | $2.87M | 0.26% | −351−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 36,163 | $2.87M | 0.09% | −94−0.3% | Reduced |
| Brookstone Capital Management | 36,114 | $2.87M | 0.03% | +4,282+13.5% | Added |
| Econ Financial Services Corp | 36,017 | $2.86M | 1.43% | +2,279+6.8% | Added |
| Kingsview Wealth Management, LLC | 36,007 | $2.86M | 0.04% | −68,425−65.5% | Reduced |
| First Citizens Bank & Trust Co | 35,772 | $2.84M | 0.06% | −677−1.9% | Reduced |
| Sowell Financial Services LLC | 35,744 | $2.84M | 0.10% | −1,309−3.5% | Reduced |