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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 23,699 | $1.88M | 0.24% | −2,506−9.6% | Reduced |
| Dakota Wealth Management | 23,680 | $1.88M | 0.03% | +9,456+66.5% | Added |
| Wealthspire Advisors, LLC | 23,530 | $1.87M | 0.01% | +8,160+53.1% | Added |
| Rossmore Private Capital | 23,474 | $1.86M | 0.17% | +3,980+20.4% | Added |
| LifePlan Financial, LLC | 23,319 | $1.85M | 1.42% | +833+3.7% | Added |
| Global Retirement Partners, LLC | 23,109 | $1.83M | 0.03% | +8,102+54.0% | Added |
| GAMMA Investing LLC | 22,920 | $1.82M | 0.09% | +3,911+20.6% | Added |
| Integrated Advisors Network LLC | 22,904 | $1.82M | 0.08% | −820−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 22,736 | $1.80M | 0.05% | −94,303−80.6% | Reduced |
| Two Sigma Investments, LP | 22,692 | $1.80M | 0.00% | −380−1.6% | Reduced |
| Syon Capital LLC | 22,640 | $1.80M | 0.09% | +1,236+5.8% | Added |
| Quadrant Capital Group LLC | 22,626 | $1.80M | 0.05% | +2,261+11.1% | Added |
| Mork Capital Management, LLC | 22,500 | $1.79M | 1.09% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 22,431 | $1.78M | 0.86% | −29,111−56.5% | Reduced |
| Fulton Bank, N.A. | 22,351 | $1.77M | 0.06% | −2,485−10.0% | Reduced |
| Segall Bryant & Hamill, LLC | 22,322 | $1.77M | 0.02% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 22,237 | $1.76M | 0.04% | −6,176−21.7% | Reduced |
| Pallas Capital Advisors LLC | 22,237 | $1.76M | 0.06% | +342+1.6% | Added |
| Evergreen Capital Management LLC | 22,224 | $1.76M | 0.04% | +2,504+12.7% | Added |
| RFG Advisory, LLC | 21,998 | $1.75M | 0.03% | +16,702+315.4% | Added |
| Concurrent Investment Advisors, LLC | 21,840 | $1.73M | 0.02% | +3,865+21.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,744 | $1.73M | 0.04% | +21,744 | New |
| Slagle Financial, LLC | 21,664 | $1.72M | 0.60% | +73+0.3% | Added |
| KCM Investment Advisors LLC | 21,570 | $1.71M | 0.05% | +2,350+12.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 21,536 | $1.71M | 1.72% | −1,788−7.7% | Reduced |
| Affinity Investment Advisors, LLC | 21,508 | $1.71M | 1.13% | −108−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 21,353 | $1.69M | 0.07% | −2,372−10.0% | Reduced |
| Meeder Advisory Services, Inc. | 21,307 | $1.69M | 0.07% | +2,408+12.7% | Added |
| Forum Financial Management, LP | 21,282 | $1.69M | 0.02% | +995+4.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 21,275 | $1.69M | 0.13% | +21,275 | New |
| Beck Mack & Oliver LLC | 21,248 | $1.69M | 0.03% | +176+0.8% | Added |
| Iowa State Bank | 21,223 | $1.68M | 0.32% | −411−1.9% | Reduced |
| HM Payson & Co | 21,155 | $1.68M | 0.02% | −114−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 21,135 | $1.68M | 0.05% | −688−3.2% | Reduced |
| F/M Investments LLC | 20,992 | $1.67M | 0.06% | −974−4.4% | Reduced |
| Dorato Capital Management | 20,965 | $1.66M | 1.25% | +20,965 | New |
| Arjuna Capital | 20,852 | $1.65M | 0.41% | −84−0.4% | Reduced |
| AdvisorNet Financial, Inc | 20,810 | $1.65M | 0.09% | −668−3.1% | Reduced |
| Principle Wealth Partners LLC | 20,712 | $1.64M | 0.09% | −1,057−4.9% | Reduced |
| Profund Advisors LLC | 20,651 | $1.64M | 0.05% | +4,279+26.1% | Added |
| Tema ETFs LLC | 20,623 | $1.64M | 0.13% | −60−0.3% | Reduced |
| Buckingham Strategic Partners | 20,451 | $1.62M | 0.02% | +1,135+5.9% | Added |
| Mesirow Financial Investment Management, Inc. | 20,416 | $1.62M | 0.03% | −660−3.1% | Reduced |
| We Are One Seven, LLC | 20,386 | $1.62M | 0.03% | +5,831+40.1% | Added |
| Coldstream Capital Management Inc | 20,348 | $1.61M | 0.02% | +1,333+7.0% | Added |
| William B. Walkup & Associates, Inc. | 20,325 | $1.61M | 0.88% | −821−3.9% | Reduced |
| Investors Research Corp | 20,143 | $1.60M | 0.29% | −394−1.9% | Reduced |
| Wynn Capital, LLC | 20,142 | $1.60M | 0.78% | +81+0.4% | Added |
| Becker Capital Management Inc | 20,079 | $1.59M | 0.05% | −2,862−12.5% | Reduced |
| Essex Financial Services, Inc. | 19,995 | $1.59M | 0.09% | +1,904+10.5% | Added |
| TCW Group Inc | 19,886 | $1.58M | 0.01% | +19,886 | New |
| Crestwood Advisors Group LLC | 19,793 | $1.57M | 0.03% | +2,274+13.0% | Added |
| Kennondale Capital Management LLC | 19,787 | $1.57M | 1.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,744 | $1.57M | 0.03% | −2,441−11.0% | Reduced |
| Greenwood Capital Associates LLC | 19,708 | $1.56M | 0.17% | +834+4.4% | Added |
| Grimes & Company, Inc. | 19,628 | $1.56M | 0.04% | +2,492+14.5% | Added |
| Diversify Advisory Services, LLC | 19,795 | $1.56M | 0.05% | +1,494+8.2% | Added |
| PFG Investments, LLC | 19,423 | $1.54M | 0.07% | −403−2.0% | Reduced |
| Ostrum Asset Management | 19,223 | $1.53M | 0.07% | −1,086−5.3% | Reduced |
| Twin Capital Management Inc | 19,052 | $1.51M | 0.19% | −2,745−12.6% | Reduced |
| ISAM Funds (UK) Ltd | 18,943 | $1.50M | 0.54% | +13,332+237.6% | Added |
| Clear Street Markets LLC | 18,886 | $1.50M | 0.27% | +10,498+125.2% | Added |
| Donoghue Forlines LLC | 18,831 | $1.49M | 0.46% | −1,283−6.4% | Reduced |
| Carret Asset Management, LLC | 18,768 | $1.49M | 0.14% | −6,469−25.6% | Reduced |
| Ransom Advisory, Ltd | 18,718 | $1.49M | 0.58% | −365−1.9% | Reduced |
| Fidelis Capital Partners, LLC | 18,644 | $1.48M | 0.11% | +1,913+11.4% | Added |
| Signaturefd, LLC | 18,568 | $1.47M | 0.02% | +4,217+29.4% | Added |
| Raiffeisen Bank International AG | 18,366 | $1.47M | 0.02% | −891−4.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,338 | $1.46M | 0.04% | +5,861+47.0% | Added |
| Integrated Wealth Concepts LLC | 18,276 | $1.45M | 0.02% | −15,889−46.5% | Reduced |
| CSS LLC | 18,221 | $1.45M | 0.08% | −520−2.8% | Reduced |
| Inscription Capital, LLC | 18,186 | $1.44M | 0.15% | −718−3.8% | Reduced |
| Bridgefront Capital, LLC | 18,071 | $1.43M | 0.36% | +18,071 | New |
| Pine Valley Investments Ltd Liability Co | 18,057 | $1.43M | 0.07% | −522−2.8% | Reduced |
| Pensionfund Sabic | 18,000 | $1.43M | 0.39% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 17,921 | $1.42M | 0.27% | +17,921 | New |
| Delta Financial Advisors LLC | 17,847 | $1.42M | 0.37% | −395−2.2% | Reduced |
| Wellington Shields & Co., LLC | 17,844 | $1.42M | 0.35% | −1,308−6.8% | Reduced |
| Avantra Family Wealth, Inc. | 17,790 | $1.41M | 1.02% | −91−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,772 | $1.41M | 0.07% | +224+1.3% | Added |
| Ritholtz Wealth Management | 17,759 | $1.41M | 0.03% | +1,819+11.4% | Added |
| Readystate Asset Management LP | 17,727 | $1.41M | 0.06% | −1,239−6.5% | Reduced |
| David Loasby | 17,352 | $1.39M | 0.09% | +3,199+22.6% | Added |
| Hilltop Holdings Inc. | 17,553 | $1.39M | 0.08% | −269−1.5% | Reduced |
| Bollard Group LLC | 17,496 | $1.39M | 0.04% | −4,925−22.0% | Reduced |
| Gladstone Institutional Advisory LLC | 17,425 | $1.38M | 0.05% | −2,330−11.8% | Reduced |
| Courier Capital LLC | 17,418 | $1.38M | 0.08% | −1,084−5.9% | Reduced |
| Nations Financial Group Inc, | 17,379 | $1.38M | 0.07% | +156+0.9% | Added |
| Independent Financial Group, LLC | 17,334 | $1.38M | 0.03% | −274−1.6% | Reduced |
| Skopos Labs, Inc. | 17,159 | $1.37M | 0.06% | +11,021+179.6% | Added |
| Ark Wealth Advisors LLC | 17,213 | $1.37M | 1.47% | +17,213 | New |
| Welch & Forbes LLC | 17,203 | $1.37M | 0.02% | +173+1.0% | Added |
| Twin Lakes Capital Management, LLC | 17,192 | $1.36M | 0.61% | +91+0.5% | Added |
| Boyar Asset Management Inc. | 17,161 | $1.36M | 0.86% | −634−3.6% | Reduced |
| Sheets Smith Wealth Management | 17,056 | $1.35M | 0.15% | +83+0.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,035 | $1.35M | 0.01% | −17,250−50.3% | Reduced |
| Collar Capital Management, LLC | 17,010 | $1.35M | 0.90% | +145+0.9% | Added |
| Westport Asset Management Inc | 17,772 | $1.34M | 0.56% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,874 | $1.34M | 0.01% | −363−2.1% | Reduced |
| TownSquare Capital, LLC | 16,844 | $1.34M | 0.30% | −11,852−41.3% | Reduced |