CVS Health Corp

CVS

Exchange: NYSE
Industry: Retail-Drug Stores and Proprietary Stores
SEC CIK: 0000064803

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in CVS Health Corp as of Mar 31, 2026. 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: 1,881; −34 vs. Q4 2025
Shares held: 1.11B; +119.8M (+12.2%) vs. Q4 2025
Total value: $79.4B; +$1.17B (+1.5%) vs. Q4 2025
New holders: 159; 731 more added
Sold out: 193; 746 more reduced

35 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,881 institutions

Value heldQ1 2026: $79.4B

Institutions holding CVS and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q4 2025.

Institutions holding CVS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
ROSS\JOHNSON & Associates LLC	2	$144	0.00%	−3−60.0%	Reduced
Napier Financial, LLC	2	$144	0.00%	+2	New
RMG Wealth Management LLC	2	$204	0.00%	00.0%	Unchanged
Arcadia Investment Management Corp	3	$216	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	3	$230	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	4	$287	0.00%	−17−81.0%	Reduced
Curio Wealth, LLC	4	$287	0.00%	+4	New
Fairman Group, LLC	5	$359	0.00%	00.0%	Unchanged
Quantbot Technologies LP	5	$359	0.00%	+5	New
Breakwater Investment Management	8	$575	0.00%	00.0%	Unchanged
Silver Grove Financial Group, Inc.	8	$575	0.00%	+8	New
Manning & Napier Advisors LLC	10	$701	0.00%	−73−88.0%	Reduced
Evolution Wealth Management Inc.	11	$790	0.00%	−2,500−99.6%	Reduced
Davis Capital Management	11	$790	0.00%	00.0%	Unchanged
NorthAvenue LLC	12	$862	0.00%	00.0%	Unchanged
Clarity Asset Management, Inc.	13	$904	0.00%	+1+8.3%	Added
Ulland Investment Advisors, LLC	11	$1.00K	0.00%	00.0%	Unchanged
Phillip James Consulting Co.	11	$1.00K	0.00%	+11	New
Hara Capital LLC	14	$1.00K	0.00%	00.0%	Unchanged
TopTier Wealth Management, LLC	14	$1.00K	0.00%	+14	New
Caitlin John, LLC	15	$1.08K	0.00%	00.0%	Unchanged
Portfolio Resources Advisor Group, Inc.	17	$1.22K	0.00%	−1−5.6%	Reduced
Bare Financial Services, Inc	19	$1.36K	0.00%	−21−52.5%	Reduced
Three Bearings Fiduciary Advisors, Inc.	20	$1.44K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	23	$1.65K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	23	$1.65K	0.00%	+16+228.6%	Added
Quaker Wealth Management, LLC	26	$1.87K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	26	$1.88K	0.00%	+26	New
PayPay Securities Corp	28	$2.15K	0.07%	−9−24.3%	Reduced
Graney & King, LLC	30	$2.15K	0.00%	00.0%	Unchanged
PFS Partners, LLC	31	$2.23K	0.00%	00.0%	Unchanged
Gilpin Wealth Management, LLC	31	$2.23K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	34	$2.44K	0.00%	00.0%	Unchanged
Miller Global Investments, LLC	34	$2.44K	0.00%	00.0%	Unchanged
Tripletail Wealth Management, LLC	34	$2.50K	0.00%	00.0%	Unchanged
Magnolia Wealth Management, LLC	36	$2.59K	0.00%	+36	New
Fairscale Capital, LLC	39	$2.80K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	39	$2.80K	0.00%	+7+21.9%	Added
Country Trust Bank	43	$3.09K	0.00%	00.0%	Unchanged
United Financial Planning Group LLC	43	$3.09K	0.00%	+43	New
High Note Wealth, LLC	44	$3.16K	0.00%	−19−30.2%	Reduced
N.E.W. Advisory Services LLC	45	$3.23K	0.00%	00.0%	Unchanged
Imprint Wealth LLC	45	$3.23K	0.01%	00.0%	Unchanged
Key Capital Management, INC	45	$3.23K	0.00%	+25+125.0%	Added
NVWM, LLC	47	$3.38K	0.00%	−5−9.6%	Reduced
Portus Wealth Advisors, LLC	48	$3.45K	0.00%	+48	New
Kings Path Partners LLC	50	$3.59K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	52	$3.73K	0.00%	00.0%	Unchanged
Clear Investment Research, LLC	54	$3.85K	0.01%	+54	New
DecisionPoint Financial, LLC	58	$4.17K	0.00%	00.0%	Unchanged
Signature Equity Partners, LLC	59	$4.24K	0.00%	−6−9.2%	Reduced
American National Bank	60	$4.31K	0.00%	−528−89.8%	Reduced
Sfam, LLC	60	$4.31K	0.00%	00.0%	Unchanged
Albion Financial Group	60	$4.31K	0.00%	+43+252.9%	Added
Darwin Advisors, LLC	61	$4.38K	0.00%	−6−9.0%	Reduced
Meramec Financial Planners, LLC	58	$4.44K	0.00%	00.0%	Unchanged
CrossGen Wealth, LLC	63	$4.51K	0.00%	+1+1.6%	Added
Foster Dykema Cabot & Partners, LLC	63	$4.53K	0.00%	00.0%	Unchanged
Clark Wealth Partners	64	$4.60K	0.00%	−43−40.2%	Reduced
Aspect Partners, LLC	65	$4.67K	0.00%	+3+4.8%	Added
Pin Oak Investment Advisors Inc	71	$5.00K	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	70	$5.03K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	65	$5.10K	0.00%	00.0%	Unchanged
3 Factor Indexing, LLC	72	$5.17K	0.00%	+72	New
Robinswood Financial LLC	72	$5.22K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	73	$5.22K	0.00%	+5+7.4%	Added
Anfield Capital Management, LLC	73	$5.24K	0.00%	−95−56.5%	Reduced
Principia Wealth Advisory, LLC	73	$5.24K	0.00%	+3+4.3%	Added
IMG Wealth Management, Inc.	73	$5.24K	0.00%	+34+87.2%	Added
Hurley Capital, LLC	73	$5.28K	0.00%	00.0%	Unchanged
Benson Wealth Management INC	78	$5.60K	0.01%	00.0%	Unchanged
Synergy Investment Management, LLC	80	$5.75K	0.00%	+80	New
Rakuten Securities, Inc.	83	$5.96K	0.00%	−19−18.6%	Reduced
Comprehensive Financial Planning, Inc.	91	$6.54K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	97	$6.99K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	105	$7.00K	0.00%	−3−2.8%	Reduced
Sunrise Financial Services, LLC	98	$7.04K	0.00%	+66+206.3%	Added
POM Investment Strategies, LLC	98	$7.04K	0.01%	+69+237.9%	Added
Horrell Capital Management, Inc.	100	$7.18K	0.00%	00.0%	Unchanged
Richardson Capital Management LLC	100	$7.18K	0.00%	00.0%	Unchanged
Vision Retirement, LLC	100	$7.18K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	101	$7.25K	0.00%	−38−27.3%	Reduced
Riverview Trust Co	105	$7.54K	0.01%	−313−74.9%	Reduced
Dynamic Wealth Strategies, LLC	107	$7.68K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	107	$7.71K	0.00%	−76−41.5%	Reduced
Collier Financial	108	$7.76K	0.01%	00.0%	Unchanged
Kerr Financial Planning Corp	96	$7.77K	0.01%	+1+1.1%	Added
Legacy Wealth Managment, LLC	114	$8.19K	0.00%	+2+1.8%	Added
Estabrook Capital Management	116	$8.33K	0.00%	+116	New
Bernard Wealth Management Corp.	117	$8.40K	0.00%	00.0%	Unchanged
Essential Investment Partners LLC	120	$8.62K	0.01%	00.0%	Unchanged
Joseph Group Capital Management	122	$8.76K	0.00%	+21+20.8%	Added
Bay Harbor Wealth Management, LLC	123	$8.83K	0.00%	+32+35.2%	Added
Accordant Advisory Group Inc	125	$8.98K	0.01%	−175−58.3%	Reduced
Miller Wealth Advisors, LLC	125	$8.98K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	126	$9.05K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	136	$9.77K	0.00%	−1−0.7%	Reduced
LFA - Lugano Financial Advisors SA	140	$9.97K	0.01%	00.0%	Unchanged
Cornerstone Financial Management LLC	143	$10.3K	0.01%	+30+26.5%	Added
Wall Street Access Asset Management, LLC	150	$10.8K	0.00%	00.0%	Unchanged