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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 9,428 | $677.1K | 0.08% | +165+1.8% | Added |
| Sava Infond d.o.o. | 9,450 | $678.7K | 0.10% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,472 | $680.3K | 0.01% | +9,472 | New |
| Herold Advisors, Inc. | 9,476 | $680.6K | 0.15% | −642−6.3% | Reduced |
| MTM Investment Management, LLC | 9,485 | $681.2K | 0.22% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,496 | $682.0K | 0.03% | −556−5.5% | Reduced |
| Persium Advisors, LLC | 9,514 | $683.3K | 0.54% | +493+5.5% | Added |
| Dakota Wealth Management | 9,620 | $690.9K | 0.01% | −14,060−59.4% | Reduced |
| Catalytic Wealth RIA, LLC | 9,621 | $691.0K | 0.03% | −886−8.4% | Reduced |
| Rare Wolf Capital LLC | 9,659 | $693.7K | 0.45% | −118−1.2% | Reduced |
| Centennial Wealth Advisory LLC | 9,692 | $696.1K | 0.17% | +2,081+27.3% | Added |
| Mather Group, LLC. | 9,701 | $696.8K | 0.01% | +4,113+73.6% | Added |
| Aurdan Capital Management, LLC | 9,713 | $697.6K | 0.21% | +13+0.1% | Added |
| Thrive Capital Management, LLC | 9,715 | $697.7K | 0.15% | +588+6.4% | Added |
| NCM Capital Management, LLC | 9,733 | $699.1K | 0.25% | +20.0% | Added |
| Founders Financial Alliance, LLC | 9,734 | $699.1K | 0.13% | −214−2.2% | Reduced |
| Strategic Investment Advisors | 9,741 | $699.6K | 0.05% | +853+9.6% | Added |
| Golden State Equity Partners | 9,776 | $702.1K | 0.05% | −359−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 9,778 | $702.2K | 0.01% | −208−2.1% | Reduced |
| Transcend Wealth Collective, LLC | 9,838 | $706.6K | 0.06% | −820−7.7% | Reduced |
| Pflug Koory, LLC | 9,843 | $706.9K | 0.32% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 9,844 | $707.0K | 0.02% | +3,190+47.9% | Added |
| Northstar Group, Inc. | 9,904 | $711.3K | 0.10% | −394−3.8% | Reduced |
| Elevated Capital Advisors, LLC | 10,008 | $718.8K | 0.18% | +9,845+6,039.9% | Added |
| Albert D Mason Inc | 10,076 | $723.7K | 0.47% | −47−0.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,089 | $724.6K | 0.64% | +50+0.5% | Added |
| Washington Trust Co | 10,095 | $725.0K | 0.02% | +2,844+39.2% | Added |
| Venture Visionary Partners LLC | 10,112 | $726.3K | 0.02% | +609+6.4% | Added |
| Anchor Investment Management, LLC | 10,171 | $730.5K | 0.06% | +40.0% | Added |
| Redwood Investment Management, LLC | 10,212 | $733.0K | 0.09% | +623+6.5% | Added |
| Byrne Asset Management LLC | 10,216 | $733.7K | 0.43% | −2,550−20.0% | Reduced |
| Private Trust Co NA | 10,298 | $739.6K | 0.07% | −367−3.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,304 | $740.0K | 0.19% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10,312 | $740.6K | 0.19% | −246−2.3% | Reduced |
| Eastern Bank | 10,317 | $741.0K | 0.01% | −258−2.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 10,341 | $742.7K | 0.53% | +10.0% | Added |
| Weatherly Asset Management L. P. | 10,359 | $744.0K | 0.06% | −29−0.3% | Reduced |
| Sierra Capital LLC | 10,378 | $745.0K | 0.08% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 10,381 | $745.6K | 0.18% | +10,381 | New |
| International Assets Investment Management, LLC | 10,285 | $745.6K | 0.05% | −74−0.7% | Reduced |
| Mendel Money Management | 10,382 | $745.6K | 0.31% | −785−7.0% | Reduced |
| SageView Advisory Group, LLC | 10,408 | $747.5K | 0.03% | −1,492−12.5% | Reduced |
| Frec Markets, Inc. | 10,434 | $749.4K | 0.13% | +3,708+55.1% | Added |
| Newman Dignan & Sheerar, Inc. | 10,449 | $750.5K | 0.16% | −681−6.1% | Reduced |
| FSM Wealth Advisors, LLC | 10,524 | $755.8K | 0.10% | +29+0.3% | Added |
| Ofi Invest Asset Management | 12,180 | $759.2K | 0.01% | −234,552−95.1% | Reduced |
| United Asset Strategies, Inc. | 10,574 | $759.5K | 0.06% | +683+6.9% | Added |
| JB Capital LLC | 10,579 | $759.8K | 0.03% | +91+0.9% | Added |
| Frank, Rimerman Advisors LLC | 10,588 | $760.4K | 0.05% | −3,978−27.3% | Reduced |
| Focus Financial Network, Inc. | 10,705 | $768.8K | 0.03% | +464+4.5% | Added |
| Hanseatic Management Services Inc | 10,768 | $773.4K | 0.74% | +10,768 | New |
| Forza Wealth Management, LLC | 10,769 | $773.4K | 0.27% | +357+3.4% | Added |
| Widmann Financial Services, Inc. | 10,771 | $773.6K | 0.46% | −300−2.7% | Reduced |
| Westpac Banking Corp | 10,777 | $774.0K | 0.05% | −1,800−14.3% | Reduced |
| Tectonic Advisors LLC | 10,801 | $775.7K | 0.04% | +608+6.0% | Added |
| Mount Lucas Management LP | 10,807 | $776.2K | 0.29% | +227+2.1% | Added |
| Geneos Wealth Management Inc. | 10,828 | $777.6K | 0.02% | +3,313+44.1% | Added |
| Parsons Capital Management Inc | 10,853 | $779.5K | 0.04% | +5,027+86.3% | Added |
| Eads & Heald Wealth Management | 10,863 | $780.2K | 0.39% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,929 | $784.9K | 0.06% | −324−2.9% | Reduced |
| Versant Capital Management, Inc | 10,959 | $787.1K | 0.08% | +3,273+42.6% | Added |
| Personal Cfo Solutions, LLC | 10,960 | $787.1K | 0.11% | +225+2.1% | Added |
| Curat Global, LLC | 11,020 | $791.5K | 0.78% | −780−6.6% | Reduced |
| First United Bank Trust | 11,032 | $792.3K | 0.26% | −260−2.3% | Reduced |
| Meridian Wealth Management, LLC | 11,042 | $793.0K | 0.03% | +1,437+15.0% | Added |
| Novem Group | 11,078 | $795.6K | 0.09% | −1,768−13.8% | Reduced |
| Investors Asset Management of Georgia Inc | 11,128 | $799.2K | 0.33% | +978+9.6% | Added |
| F/M Investments LLC | 11,181 | $803.0K | 0.05% | −9,811−46.7% | Reduced |
| Bridgefront Capital, LLC | 11,229 | $806.5K | 0.20% | −6,842−37.9% | Reduced |
| SRS Capital Advisors, Inc. | 11,241 | $807.4K | 0.02% | −11,495−50.6% | Reduced |
| Neo Ivy Capital Management | 11,290 | $810.8K | 0.21% | +11,290 | New |
| Montag A & Associates Inc | 11,340 | $814.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,366 | $816.3K | 0.03% | +10.0% | Added |
| Fideuram Asset Management (Ireland) dac | 10,805 | $818.7K | 0.10% | −6,255−36.7% | Reduced |
| Waters Parkerson & Co., LLC | 11,400 | $818.7K | 0.04% | +100+0.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $825.9K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,518 | $827.2K | 0.06% | +8,895+339.1% | Added |
| Bailard, Inc. | 11,520 | $827.4K | 0.02% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 11,562 | $830.4K | 0.47% | −717−5.8% | Reduced |
| Agp Franklin, LLC | 11,563 | $830.5K | 0.41% | +146+1.3% | Added |
| Evergreen Wealth Solutions, LLC | 11,638 | $835.8K | 0.06% | +11,638 | New |
| IFP Advisors, Inc | 11,648 | $836.6K | 0.02% | +1,578+15.7% | Added |
| Confluence Wealth Services, Inc. | 11,660 | $837.4K | 0.03% | +2,523+27.6% | Added |
| St Germain D J Co Inc | 11,664 | $837.7K | 0.03% | −1,090−8.5% | Reduced |
| Cohen Klingenstein LLC | 11,700 | $840.3K | 0.03% | 00.0% | Unchanged |
| Alliance Private Wealth, LLC | 11,723 | $841.9K | 0.30% | +246+2.1% | Added |
| Net Worth Advisory Group | 11,748 | $843.8K | 0.17% | +1,763+17.7% | Added |
| Patton Albertson Miller Group, LLC | 11,753 | $844.1K | 0.10% | −100−0.8% | Reduced |
| Means Investment Co., Inc. | 11,813 | $848.4K | 0.07% | +7,702+187.4% | Added |
| Qtron Investments LLC | 11,844 | $850.6K | 0.12% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,846 | $850.8K | 0.05% | +4,175+54.4% | Added |
| Mutual Advisors, LLC | 11,862 | $851.9K | 0.02% | +432+3.8% | Added |
| Cigna Investments Inc | 11,965 | $859.0K | 0.13% | −86−0.7% | Reduced |
| Brown Wealth Management, LLC | 11,961 | $859.0K | 0.22% | −345−2.8% | Reduced |
| VCI Wealth Management LLC | 12,000 | $861.8K | 0.24% | −1,864−13.4% | Reduced |
| Level Four Advisory Services, LLC | 12,003 | $862.1K | 0.03% | +2,373+24.6% | Added |
| Convergence Investment Partners, LLC | 12,026 | $863.7K | 0.14% | −14,053−53.9% | Reduced |
| Groupama Asset Managment | 12,083 | $867.8K | 0.01% | −2,253−15.7% | Reduced |
| SNS Financial Group, LLC | 12,110 | $869.7K | 0.07% | −104−0.9% | Reduced |
| Proffitt & Goodson Inc | 12,137 | $871.7K | 0.13% | +256+2.2% | Added |