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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | 0 | $0 | 0.00% | −51,275−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −47,719−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −44,393−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −42,389−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −39,048−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −38,777−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −35,203−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −32,636−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −27,405−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −26,311−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,144−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −24,877−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,692−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −22,431−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,744−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −21,282−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −21,248−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −18,943−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −16,718−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,774−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −15,299−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,768−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −11,545−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −8,561−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,063−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Barr E S & Co | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,664−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| Golden Reserve Retirement LLC | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −7,066−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −6,022−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −5,661−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −5,565−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −5,248−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −5,159−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Marble Wealth, LLC | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| apricus wealth, LLC | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| WBH Advisory Inc | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Kanawha Capital Management LLC | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Laurel Oak Wealth Management, LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Sunburst Financial Group, LLC | 0 | $0 | 0.00% | −2,854−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| White Pine Capital LLC | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| TT Capital Management LLC | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Sutton Place Investors LLC | 0 | $0 | 0.00% | −2,717−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |