Skip to main content

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.

Institutional holdersQ1 2026: 1,881 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,367 institutionsQ2 2022: 2,311 institutionsQ3 2022: 2,330 institutionsQ4 2022: 2,411 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ1 2026: $79.4B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,411$95.7B
Q3 20222,330$98.9B
Q2 20222,311$95.5B
Q1 20222,367$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$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
InstitutionSharesValue% of portfolioChange in sharesAction
GM Advisory Group, Inc.0$00.00%−2,693−100.0%Sold out
Lantern Wealth Advisors, LLC0$00.00%−2,691−100.0%Sold out
Centurion Wealth Management LLC0$00.00%−2,689−100.0%Sold out
Tempus Wealth Planning, LLC0$00.00%−2,685−100.0%Sold out
Quadcap Wealth Management, LLC0$00.00%−2,681−100.0%Sold out
Anchyra Partners LLC0$00.00%−2,678−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−2,673−100.0%Sold out
Balboa Wealth Partners0$00.00%−2,673−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−2,671−100.0%Sold out
North Star Asset Management Inc0$00.00%−2,662−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−2,658−100.0%Sold out
Next Level Private LLC0$00.00%−2,645−100.0%Sold out
Novare Capital Management LLC0$00.00%−2,643−100.0%Sold out
Chapin Davis, Inc.0$00.00%−2,642−100.0%Sold out
Ewa, LLC0$00.00%−2,642−100.0%Sold out
Spirepoint Private Client, LLC0$00.00%−2,631−100.0%Sold out
Stockman Wealth Management, Inc.0$00.00%−2,608−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−2,602−100.0%Sold out
DF Dent & Co Inc0$00.00%−2,601−100.0%Sold out
Seamount Financial Group Inc0$00.00%−2,600−100.0%Sold out
Quilter Plc0$00.00%−2,595−100.0%Sold out
Werba Rubin Papier Wealth Management0$00.00%−2,593−100.0%Sold out
Regatta Capital Group, LLC0$00.00%−2,592−100.0%Sold out
Tactive Advisors, LLC0$00.00%−2,580−100.0%Sold out
Financial & Tax Architects, LLC0$00.00%−2,577−100.0%Sold out
McKinley Carter Wealth Services, Inc.0$00.00%−2,552−100.0%Sold out
Poinciana Advisors Group, LLC0$00.00%−2,543−100.0%Sold out
Boston Research & Management Inc0$00.00%−2,539−100.0%Sold out
ELCO Management Co., LLC0$00.00%−2,521−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−1,935−100.0%Sold out
Leonteq Securities AG0$00.00%−1,682−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,250−100.0%Sold out
Reflection Asset Management0$00.00%−1,230−100.0%Sold out
Commonwealth Retirement Investments LLC0$00.00%−1,154−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−1,080−100.0%Sold out
CFG Wealth Management Services, Inc.0$00.00%−860−100.0%Sold out
Platinum Investment Management Ltd0$00.00%−830−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−700−100.0%Sold out
Garner Asset Management Corp0$00.00%−600−100.0%Sold out
PeakShares LLC0$00.00%−500−100.0%Sold out
Pacifica Partners Inc.0$00.00%−463−100.0%Sold out
MidAtlantic Capital Management, Inc.0$00.00%−437−100.0%Sold out
Cornerstone National Bank & Trust Co0$00.00%−378−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−347−100.0%Sold out
NCP Inc.0$00.00%−337−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−282−100.0%Sold out
Howard Hughes Medical Institute0$00.00%−273−100.0%Sold out
Compass Financial Services Inc0$00.00%−231−100.0%Sold out
Union Bancaire Privee, UBP SA0$00.00%−213−100.0%Sold out
Teachers Insurance & Annuity Association of America0$00.00%−213−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−205−100.0%Sold out
Jessup Wealth Management, Inc0$00.00%−200−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−200−100.0%Sold out
American Wealth Advisors, LLC0$00.00%−156−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−131−100.0%Sold out
Mountain Hill Investment Partners Corp.0$00.00%−121−100.0%Sold out
Minot DeBlois Advisors LLC0$00.00%−119−100.0%Sold out
Bravera Wealth0$00.00%−113−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−101−100.0%Sold out
Nalls Sherbakoff Group, LLC0$00.00%−100−100.0%Sold out
Garton & Associates Financial Advisors LLC0$00.00%−100−100.0%Sold out
Cypress Capital Management LLC (WY)0$00.00%−98−100.0%Sold out
Optima Capital LLC0$00.00%−93−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−92−100.0%Sold out
Navalign, LLC0$00.00%−92−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−78−100.0%Sold out
Estate Planners Group, LLC0$00.00%−61−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−49−100.0%Sold out
Catherine Avery Investment Management LLC0$00.00%−41−100.0%Sold out
Winnow Wealth LLC0$00.00%−40−100.0%Sold out
Quattro Advisors LLC0$00.00%−20−100.0%Sold out
Godsey & Gibb Associates0$00.00%−20−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−15−100.0%Sold out
Signature Resources Capital Management, LLC0$00.00%−11−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Brandywine Global Investment Management, LLC––––Not filed
8 Knots Management, LLC––––Not filed
Iron Triangle Partners LP––––Not filed
Forsta Ap-Fonden––––Not filed
Comerica Bank––––Not filed
CIBC World Markets Corp––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Platform Wealth Management, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Canandaigua National Bank & Trust Co––––Not filed
Trust Co of Vermont––––Not filed
Cornercap Investment Counsel Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Ransom Advisory, Ltd––––Not filed
David Loasby––––Not filed
Elevated Private Wealth, LLC––––Not filed
FineMark National Bank & Trust––––Not filed
Transatlantique Private Wealth LLC––––Not filed
SG Trading Solutions, LLC––––Not filed
ORG Partners LLC––––Not filed
Advanced Portfolio Management, LLC––––Not filed
BancorpSouth Bank––––Not filed
MidWestOne Financial Group, Inc.––––Not filed
Clarius Group, LLC––––Not filed