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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 454 | $36.6K | 0.00% | +245+117.2% | Added |
| Main Street Group, LTD | 522 | $37.5K | 0.01% | +522 | New |
| VSM Wealth Advisory, LLC | 525 | $37.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 535 | $38.4K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 539 | $38.7K | 0.03% | +26+5.1% | Added |
| Mascoma Wealth Management LLC | 545 | $39.1K | 0.01% | +3+0.6% | Added |
| Stephenson National Bank & Trust | 545 | $39.1K | 0.01% | +99+22.2% | Added |
| Whipplewood Advisors, LLC | 554 | $39.8K | 0.02% | +154+38.5% | Added |
| Hamrick Investment Counsel, llc | 560 | $40.2K | 0.02% | +5+0.9% | Added |
| First Community Trust NA | 562 | $40.4K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 569 | $40.9K | 0.01% | +70+14.0% | Added |
| Gill Capital Partners, LLC | 572 | $41.1K | 0.01% | +572 | New |
| TD Capital Management LLC | 578 | $41.5K | 0.00% | −120−17.2% | Reduced |
| Caldwell Trust Co | 580 | $41.7K | 0.00% | −50−7.9% | Reduced |
| West Branch Capital LLC | 590 | $42.4K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 600 | $43.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 606 | $43.5K | 0.01% | −613−50.3% | Reduced |
| Loomis Sayles & Co L P | 614 | $44.1K | 0.00% | −747−54.9% | Reduced |
| Tiaa Trust, National Association | 623 | $44.7K | 0.00% | −27,798−97.8% | Reduced |
| Princeton Global Asset Management LLC | 627 | $45.1K | 0.01% | −179−22.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 636 | $45.7K | 0.00% | +1+0.2% | Added |
| MV Capital Management, Inc. | 636 | $45.7K | 0.00% | +6+1.0% | Added |
| Wolff Wiese Magana LLC | 651 | $46.8K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 653 | $47.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 664 | $47.7K | 0.04% | +664 | New |
| Strive Financial Group ,LLC | 667 | $48.0K | 0.03% | −1,818−73.2% | Reduced |
| UMA Financial Services, Inc. | 671 | $48.2K | 0.01% | −57−7.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 675 | $48.5K | 0.03% | +675 | New |
| Indiana Trust & Investment Management CO | 680 | $48.8K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 691 | $49.6K | 0.04% | +154+28.7% | Added |
| MidFirst Bank | 700 | $50.3K | 0.00% | −2,803−80.0% | Reduced |
| Board of the Pension Protection Fund | 700 | $50.3K | 0.05% | −200−22.2% | Reduced |
| Heritage Wealth Advisors | 700 | $50.3K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 700 | $50.3K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 703 | $50.5K | 0.01% | −11−1.5% | Reduced |
| Entrust Financial LLC | 703 | $50.5K | 0.04% | +9+1.3% | Added |
| Financial Perspectives, Inc | 708 | $50.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 711 | $51.1K | 0.00% | +20+2.9% | Added |
| Trust Co | 716 | $51.4K | 0.00% | −4−0.6% | Reduced |
| Triumph Capital Management | 717 | $51.5K | 0.01% | −1−0.1% | Reduced |
| Ares Financial Consulting, LLC | 716 | $51.9K | 0.04% | +353+97.2% | Added |
| Atlantic Trust, LLC | 734 | $52.7K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 768 | $55.2K | 0.01% | +1+0.1% | Added |
| Bogart Wealth, LLC | 772 | $55.4K | 0.00% | +200+35.0% | Added |
| Birch Capital Management, LLC | 789 | $56.7K | 0.03% | −2,199−73.6% | Reduced |
| Virtus ETF Advisers LLC | 800 | $57.5K | 0.03% | −192−19.4% | Reduced |
| Bayban | 801 | $57.5K | 0.05% | −10−1.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 804 | $57.7K | 0.01% | +804 | New |
| RHL Group, LLC | 807 | $58.0K | 0.05% | +807 | New |
| Capital Advisors, Ltd. LLC | 820 | $59.0K | 0.01% | +1+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 825 | $59.3K | 0.00% | +825 | New |
| Piscataqua Savings Bank | 832 | $59.7K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 873 | $62.7K | 0.00% | +592+210.7% | Added |
| Park Place Capital Corp | 878 | $63.1K | 0.01% | −8−0.9% | Reduced |
| First Pacific Financial | 878 | $63.1K | 0.01% | +44+5.3% | Added |
| Vega Investment Solutions | 884 | $63.5K | 0.02% | +344+63.7% | Added |
| New England Capital Financial Advisors LLC | 885 | $63.5K | 0.02% | +5+0.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 897 | $64.4K | 0.01% | −21−2.3% | Reduced |
| Rosenberg Matthew Hamilton | 899 | $64.5K | 0.01% | +328+57.4% | Added |
| Bangor Savings Bank | 905 | $65.0K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 908 | $65.0K | 0.05% | −82−8.3% | Reduced |
| Walleye Capital LLC | 911 | $65.4K | 0.00% | −175,482−99.5% | Reduced |
| Lummis Asset Management, LP | 800 | $66.6K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 928 | $66.6K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 936 | $67.0K | 0.00% | −43−4.4% | Reduced |
| Coston, McIsaac & Partners | 938 | $67.0K | 0.02% | −54−5.4% | Reduced |
| Global Wealth Strategies & Associates | 938 | $67.4K | 0.02% | +827+745.0% | Added |
| HHM Wealth Advisors, LLC | 952 | $68.4K | 0.01% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 960 | $68.9K | 0.02% | +108+12.7% | Added |
| EFG International AG | 963 | $69.2K | 0.00% | +208+27.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 975 | $70.0K | 0.02% | +975 | New |
| Ogorek Anthony Joseph | 997 | $71.0K | 0.02% | −94−8.6% | Reduced |
| Hoey Investments, Inc | 1,000 | $71.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,009 | $72.5K | 0.04% | −17,877−94.7% | Reduced |
| Hilton Head Capital Partners, LLC | 1,022 | $73.4K | 0.04% | +5+0.5% | Added |
| First Command Advisory Services, Inc. | 1,024 | $73.5K | 0.00% | +151+17.3% | Added |
| Capital Analysts, LLC | 1,028 | $74.0K | 0.00% | −27−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 947 | $75.1K | 0.00% | −7,753−89.1% | Reduced |
| Financial Network Wealth Advisors LLC | 1,056 | $75.8K | 0.08% | +68+6.9% | Added |
| WFA of San Diego, LLC | 1,057 | $75.9K | 0.06% | −120−10.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,117 | $80.2K | 0.04% | 00.0% | Unchanged |
| Havemeyer Place LP | 1,136 | $81.6K | 0.01% | +607+114.7% | Added |
| Clean Yield Group | 1,140 | $81.9K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,141 | $81.9K | 0.01% | +808+242.6% | Added |
| CNB Bank | 1,146 | $82.3K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,165 | $83.7K | 0.02% | +129+12.5% | Added |
| Silvant Capital Management LLC | 1,169 | $84.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,172 | $84.2K | 0.04% | −335−22.2% | Reduced |
| Sachetta, LLC | 1,202 | $86.3K | 0.05% | +35+3.0% | Added |
| Bruce G. Allen Investments, LLC | 1,229 | $88.3K | 0.06% | −91−6.9% | Reduced |
| JPL Wealth Management, LLC | 1,254 | $90.1K | 0.02% | +1,254 | New |
| Wellington-Altus USA Inc. | 905 | $93.6K | 0.06% | +322+55.2% | Added |
| Peoples Financial Services Corp. | 1,315 | $94.4K | 0.04% | −9−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 1,338 | $96.1K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,341 | $96.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,348 | $96.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,352 | $97.1K | 0.01% | +50+3.8% | Added |
| City Holding Co | 1,360 | $97.7K | 0.01% | −157−10.3% | Reduced |
| HighMark Wealth Management LLC | 1,363 | $97.9K | 0.04% | −521−27.7% | Reduced |
| 1015 Capital Partners, LLC | 1,385 | $99.5K | 0.10% | +2+0.1% | Added |