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 | 2,411 | $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, 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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 17,653 | $1.27M | 0.04% | +157+0.9% | Added |
| Cetera Trust Company, N.A | 17,693 | $1.27M | 0.72% | +2,575+17.0% | Added |
| Westport Asset Management Inc | 17,772 | $1.28M | 0.56% | 00.0% | Unchanged |
| Becker Capital Management Inc | 17,816 | $1.28M | 0.04% | −2,263−11.3% | Reduced |
| Courier Capital LLC | 17,845 | $1.28M | 0.07% | +427+2.5% | Added |
| United Bank | 17,879 | $1.28M | 0.43% | +17,879 | New |
| Delta Financial Advisors LLC | 17,880 | $1.28M | 0.33% | +33+0.2% | Added |
| TownSquare Capital, LLC | 17,936 | $1.29M | 0.29% | +1,092+6.5% | Added |
| PFG Investments, LLC | 18,211 | $1.31M | 0.06% | −1,212−6.2% | Reduced |
| Avantra Family Wealth, Inc. | 18,231 | $1.31M | 0.97% | +441+2.5% | Added |
| Pallas Capital Advisors LLC | 18,236 | $1.31M | 0.05% | −4,001−18.0% | Reduced |
| Ritholtz Wealth Management | 18,347 | $1.32M | 0.02% | +588+3.3% | Added |
| Mount Yale Investment Advisors, LLC | 18,362 | $1.32M | 0.03% | +590+3.3% | Added |
| Capital Group Private Client Services, Inc. | 18,405 | $1.32M | 0.02% | +14,987+438.5% | Added |
| Inscription Capital, LLC | 18,492 | $1.33M | 0.14% | +306+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 18,503 | $1.33M | 0.01% | −6,215−25.1% | Reduced |
| Prospera Financial Services Inc | 18,496 | $1.33M | 0.02% | −1,248−6.3% | Reduced |
| Carret Asset Management, LLC | 18,568 | $1.33M | 0.13% | −200−1.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,755 | $1.35M | 0.04% | −2,380−11.3% | Reduced |
| Brighton Jones LLC | 18,801 | $1.35M | 0.03% | +18,801 | New |
| Pine Valley Investments Ltd Liability Co | 18,820 | $1.35M | 0.07% | +763+4.2% | Added |
| Tounjian Advisory Partners, LLC | 18,944 | $1.36M | 0.49% | +2,620+16.0% | Added |
| TCG Advisory Services, LLC | 18,989 | $1.36M | 0.03% | +2,623+16.0% | Added |
| RFG Advisory, LLC | 18,996 | $1.36M | 0.03% | −3,002−13.6% | Reduced |
| Twin Capital Management Inc | 19,015 | $1.37M | 0.18% | −37−0.2% | Reduced |
| Tweedy, Browne Co LLC | 19,132 | $1.37M | 0.11% | +7,047+58.3% | Added |
| Investors Research Corp | 19,767 | $1.42M | 0.27% | −376−1.9% | Reduced |
| Greenwood Capital Associates LLC | 19,779 | $1.42M | 0.16% | +71+0.4% | Added |
| Kennondale Capital Management LLC | 19,787 | $1.42M | 1.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19,854 | $1.43M | 1.41% | −1,682−7.8% | Reduced |
| Signaturefd, LLC | 19,914 | $1.43M | 0.02% | +1,346+7.2% | Added |
| Wynn Capital, LLC | 19,961 | $1.43M | 0.74% | −181−0.9% | Reduced |
| William B. Walkup & Associates, Inc. | 21,162 | $1.43M | 0.86% | +837+4.1% | Added |
| Sivik Global Healthcare LLC | 20,000 | $1.44M | 1.09% | +20,000 | New |
| Ark Wealth Advisors LLC | 20,000 | $1.44M | 1.42% | +2,787+16.2% | Added |
| Perbak Capital Partners LLP | 20,078 | $1.44M | 0.35% | +20,078 | New |
| Skopos Labs, Inc. | 20,209 | $1.45M | 0.05% | +3,050+17.8% | Added |
| Mesirow Financial Investment Management, Inc. | 20,219 | $1.45M | 0.02% | −197−1.0% | Reduced |
| Legacy Capital Group California, Inc. | 20,260 | $1.46M | 0.55% | +5,510+37.4% | Added |
| Nations Financial Group Inc, | 20,353 | $1.46M | 0.08% | +2,974+17.1% | Added |
| Iowa State Bank | 20,534 | $1.47M | 0.27% | −689−3.2% | Reduced |
| AdvisorNet Financial, Inc | 20,690 | $1.49M | 0.08% | −120−0.6% | Reduced |
| Principle Wealth Partners LLC | 20,713 | $1.49M | 0.09% | +10.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,725 | $1.49M | 0.12% | −550−2.6% | Reduced |
| Tema ETFs LLC | 20,728 | $1.49M | 0.10% | +105+0.5% | Added |
| TCW Group Inc | 20,897 | $1.50M | 0.01% | +1,011+5.1% | Added |
| Integrated Advisors Network LLC | 20,912 | $1.50M | 0.08% | −1,992−8.7% | Reduced |
| Wedmont Private Capital | 19,100 | $1.50M | 0.05% | +3,795+24.8% | Added |
| Machina Capital S.A.S. | 20,973 | $1.51M | 0.30% | +3,052+17.0% | Added |
| Consolidated Investment Group LLC | 21,000 | $1.51M | 0.16% | +21,000 | New |
| Evergreen Capital Management LLC | 21,038 | $1.51M | 0.03% | −1,186−5.3% | Reduced |
| Birch Hill Investment Advisors LLC | 21,185 | $1.52M | 0.07% | −168−0.8% | Reduced |
| We Are One Seven, LLC | 21,361 | $1.53M | 0.03% | +975+4.8% | Added |
| Essex Financial Services, Inc. | 21,384 | $1.54M | 0.09% | +1,389+6.9% | Added |
| Arjuna Capital | 21,433 | $1.54M | 0.39% | +581+2.8% | Added |
| Fulton Bank, N.A. | 21,466 | $1.54M | 0.05% | −885−4.0% | Reduced |
| Nomura Holdings Inc | 21,474 | $1.54M | 0.01% | −384,556−94.7% | Reduced |
| EverSource Wealth Advisors, LLC | 21,506 | $1.54M | 0.05% | +5,495+34.3% | Added |
| Readystate Asset Management LP | 21,632 | $1.55M | 0.09% | +3,905+22.0% | Added |
| Donoghue Forlines LLC | 21,992 | $1.58M | 0.44% | +3,161+16.8% | Added |
| Syon Capital LLC | 22,007 | $1.58M | 0.08% | −633−2.8% | Reduced |
| Jefferies Financial Group Inc. | 22,042 | $1.58M | 0.02% | −32,634−59.7% | Reduced |
| Focused Alpha, LLC | 22,049 | $1.58M | 0.49% | +15,749+250.0% | Added |
| Premier Path Wealth Partners, LLC | 22,062 | $1.58M | 0.21% | −1,637−6.9% | Reduced |
| Crestwood Advisors Group LLC | 22,152 | $1.59M | 0.03% | +2,359+11.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 22,201 | $1.59M | 0.01% | +22,201 | New |
| Caisse des Depots Et Consignations | 22,237 | $1.60M | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 22,249 | $1.60M | 0.07% | +942+4.4% | Added |
| Segall Bryant & Hamill, LLC | 22,322 | $1.60M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22,375 | $1.61M | 0.02% | +2,027+10.0% | Added |
| Stratos Wealth Partners, LTD. | 22,636 | $1.63M | 0.02% | −2,025−8.2% | Reduced |
| Slagle Financial, LLC | 22,748 | $1.63M | 0.54% | +1,084+5.0% | Added |
| Fund 1 Investments, LLC | 22,759 | $1.63M | 0.21% | +22,759 | New |
| LifePlan Financial, LLC | 22,904 | $1.64M | 1.22% | −415−1.8% | Reduced |
| West Family Investments, Inc. | 22,999 | $1.65M | 0.58% | −1,319−5.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,525 | $1.69M | 0.04% | +5,187+28.3% | Added |
| Lighthouse Investment Partners, LLC | 23,597 | $1.69M | 0.06% | +23,597 | New |
| Valeo Financial Advisors, LLC | 23,756 | $1.71M | 0.04% | −8,881−27.2% | Reduced |
| Affinity Investment Advisors, LLC | 23,780 | $1.71M | 1.07% | +2,272+10.6% | Added |
| Bokf, NA | 24,015 | $1.72M | 0.03% | −329−1.4% | Reduced |
| Lipe & Dalton | 24,365 | $1.75M | 0.92% | −2,292−8.6% | Reduced |
| Archer Investment Corp | 24,422 | $1.75M | 0.37% | 00.0% | Unchanged |
| BNP Paribas | 24,354 | $1.75M | 0.06% | +14,130+138.2% | Added |
| HM Payson & Co | 24,440 | $1.76M | 0.03% | +3,285+15.5% | Added |
| Greenwich Wealth Management LLC | 24,594 | $1.77M | 0.07% | −50−0.2% | Reduced |
| Johnson Investment Counsel Inc | 24,628 | $1.77M | 0.01% | −65−0.3% | Reduced |
| Rossmore Private Capital | 24,989 | $1.79M | 0.16% | +1,515+6.5% | Added |
| Aaron Wealth Advisors | 25,018 | $1.80M | 0.10% | −11,328−31.2% | Reduced |
| Dorato Capital Management | 22,875 | $1.80M | 1.33% | +1,910+9.1% | Added |
| GAMMA Investing LLC | 25,163 | $1.81M | 0.08% | +2,243+9.8% | Added |
| StoneX Group Inc. | 25,437 | $1.83M | 0.10% | −5,754−18.4% | Reduced |
| Huntington National Bank | 25,514 | $1.83M | 0.01% | +1,682+7.1% | Added |
| Vista Investment Partners II, LLC | 25,616 | $1.84M | 0.83% | +25,616 | New |
| Fidelis Capital Partners, LLC | 25,804 | $1.85M | 0.13% | +7,160+38.4% | Added |
| Hudson Portfolio Management LLC | 25,953 | $1.86M | 1.57% | 00.0% | Unchanged |
| Magnetar Financial LLC | 26,670 | $1.87M | 0.02% | +26,670 | New |
| Chicago Partners Investment Group LLC | 24,684 | $1.89M | 0.04% | +1,089+4.6% | Added |
| AlphaCore Capital LLC | 26,342 | $1.89M | 0.04% | −2,512−8.7% | Reduced |
| Citizens Financial Group Inc | 26,430 | $1.90M | 0.03% | −3,599−12.0% | Reduced |
| Kennedy Capital Management, Inc. | 26,432 | $1.90M | 0.04% | −1,157−4.2% | Reduced |