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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1,397 | $100.3K | 0.01% | −320−18.6% | Reduced |
| Motco | 1,406 | $101.0K | 0.01% | +58+4.3% | Added |
| Essential Partners LLC | 1,427 | $102.5K | 0.03% | −2,328−62.0% | Reduced |
| Ameliora Wealth Management Ltd. | 1,440 | $103.4K | 0.03% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 1,440 | $103.4K | 0.01% | +1,440 | New |
| Wall Street Financial Group, Inc. | 1,452 | $104.3K | 0.06% | +1,452 | New |
| Capula Management Ltd | 1,465 | $105.2K | 0.00% | +1,465 | New |
| Valley National Advisers Inc | 1,483 | $106.0K | 0.01% | −36−2.4% | Reduced |
| Hickory Point Bank & Trust | 1,497 | $107.5K | 0.07% | +1,497 | New |
| Hilltop National Bank | 1,503 | $107.9K | 0.03% | +285+23.4% | Added |
| Pinney & Scofield, Inc. | 1,507 | $108.2K | 0.06% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,513 | $108.7K | 0.04% | +1,513 | New |
| USA Financial Portformulas Corp | 1,527 | $109.7K | 0.02% | +1,443+1,717.9% | Added |
| Golden State Wealth Management, LLC | 1,563 | $112.3K | 0.01% | +261+20.0% | Added |
| Centennial Bank | 1,566 | $112.5K | 0.04% | −100−6.0% | Reduced |
| AlphaCentric Advisors LLC | 1,615 | $116.0K | 0.12% | +65+4.2% | Added |
| Johnson Financial Group, Inc. | 1,624 | $116.6K | 0.00% | −200−11.0% | Reduced |
| Opal Wealth Advisors, LLC | 1,634 | $117.4K | 0.03% | +1,634 | New |
| City State Bank | 1,643 | $118.0K | 0.03% | −337−17.0% | Reduced |
| Sittner & Nelson, LLC | 1,707 | $122.6K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,207 | $125.2K | 0.04% | +3,207 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,763 | $126.6K | 0.00% | −192−9.8% | Reduced |
| Legacy Bridge, LLC | 1,775 | $127.5K | 0.05% | −143−7.5% | Reduced |
| Proathlete Wealth Management LLC | 1,784 | $128.1K | 0.04% | +16+0.9% | Added |
| Evelyn Partners Investment Management LLP | 1,800 | $129.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,835 | $131.0K | 0.04% | +306+20.0% | Added |
| Nemes Rush Group LLC | 1,828 | $131.3K | 0.01% | +106+6.2% | Added |
| PlanVest Financial, Inc | 1,831 | $131.6K | 0.10% | +1,831 | New |
| Measured Wealth Private Client Group, LLC | 1,861 | $133.7K | 0.04% | −11,086−85.6% | Reduced |
| Centaurus Financial, Inc. | 1,884 | $135.0K | 0.01% | −69−3.5% | Reduced |
| SHP Wealth Management | 1,893 | $136.0K | 0.01% | +123+6.9% | Added |
| Cassaday & Co Wealth Management LLC | 1,929 | $138.6K | 0.00% | +1,929 | New |
| Duncker Streett & Co Inc | 1,960 | $140.8K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,969 | $141.4K | 0.02% | −91−4.4% | Reduced |
| ESL Trust Services, LLC | 2,000 | $143.6K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 2,000 | $143.6K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,006 | $144.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,044 | $146.8K | 0.06% | −158−7.2% | Reduced |
| Quent Capital, LLC | 2,162 | $155.2K | 0.01% | −107−4.7% | Reduced |
| Armstrong Advisory Group, Inc | 2,171 | $155.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,180 | $157.0K | 0.01% | −13,152−85.8% | Reduced |
| Salomon & Ludwin, LLC | 2,145 | $157.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 2,226 | $159.9K | 0.06% | +2,226 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,230 | $160.1K | 0.02% | +98+4.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,246 | $161.3K | 0.02% | −130−5.5% | Reduced |
| Ameriflex Group, Inc. | 2,307 | $165.7K | 0.08% | +220+10.5% | Added |
| Union Savings Bank | 2,313 | $166.1K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,322 | $166.8K | 0.01% | +199+9.4% | Added |
| Kemnay Advisory Services Inc. | 2,323 | $166.8K | 0.03% | +1,824+365.5% | Added |
| Colonial Trust Advisors | 2,400 | $172.3K | 0.01% | +1,912+391.8% | Added |
| Transamerica Financial Advisors, Inc. | 2,460 | $176.7K | 0.02% | +1,566+175.2% | Added |
| Avalon Trust Co | 2,490 | $178.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,555 | $181.9K | 0.01% | +65+2.6% | Added |
| Laraway Financial Inc | 2,556 | $183.6K | 0.13% | −700−21.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,283 | $184.2K | 0.10% | +500+28.0% | Added |
| Medallion Wealth Advisors, LLC | 2,566 | $184.4K | 0.06% | +4+0.2% | Added |
| AXS Investments LLC | 2,650 | $190.3K | 0.08% | −524−16.5% | Reduced |
| Bullock Wealth Management Group | 2,627 | $190.4K | 0.10% | +20+0.8% | Added |
| Vanguard National Trust Co | 2,695 | $193.6K | 0.01% | +2,695 | New |
| Compagnie Lombard Odier SCmA | 2,720 | $195.4K | 0.00% | +1,856+214.8% | Added |
| 1620 Investment Advisors, Inc. | 2,730 | $196.1K | 0.13% | +47+1.8% | Added |
| JFS Wealth Advisors, LLC | 2,741 | $196.8K | 0.01% | −592−17.8% | Reduced |
| Tiemann Investment Advisors, LLC | 2,749 | $197.5K | 0.08% | −100−3.5% | Reduced |
| Sound Income Strategies, LLC | 2,729 | $197.8K | 0.01% | −151−5.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,764 | $198.6K | 0.08% | −264−8.7% | Reduced |
| DT Investment Partners, LLC | 2,777 | $199.4K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,791 | $200.4K | 0.01% | −327−10.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,794 | $200.7K | 0.04% | +13+0.5% | Added |
| Berkshire Bank | 2,797 | $200.9K | 0.04% | +2,797 | New |
| Bayesian Capital Management, LP | 2,801 | $201.2K | 0.25% | −4,447−61.4% | Reduced |
| W Advisors, LLC | 2,811 | $201.9K | 0.10% | +103+3.8% | Added |
| MBL Wealth, LLC | 2,836 | $203.7K | 0.02% | +2,836 | New |
| Sapient Capital LLC | 2,836 | $203.7K | 0.00% | +2,836 | New |
| Alpha Family Trust | 2,840 | $204.0K | 0.10% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,842 | $204.1K | 0.02% | −61−2.1% | Reduced |
| WealthShield Partners, LLC | 2,843 | $204.2K | 0.02% | −58−2.0% | Reduced |
| Simon Quick Advisors, LLC | 2,847 | $204.5K | 0.01% | +2,847 | New |
| Keudell/Morrison Wealth Management | 2,852 | $204.8K | 0.04% | +34+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,859 | $205.3K | 0.01% | −575−16.7% | Reduced |
| Basecamp Wealth Advisors LLC | 2,867 | $205.9K | 0.04% | −104−3.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,871 | $206.2K | 0.13% | −208−6.8% | Reduced |
| Cypress Wealth Services, LLC | 2,877 | $206.6K | 0.03% | −12−0.4% | Reduced |
| Middleton & Co Inc | 2,900 | $208.3K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,901 | $208.3K | 0.02% | +10.0% | Added |
| Terry L. Blaker | 2,909 | $208.9K | 0.01% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,917 | $209.5K | 0.04% | +2,917 | New |
| VeraBank, N.A. | 2,932 | $210.6K | 0.04% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,932 | $210.6K | 0.02% | +19+0.7% | Added |
| Virtu Financial LLC | 2,938 | $211.0K | 0.01% | +2,938 | New |
| Asset Planning,Inc | 2,945 | $211.5K | 0.15% | +2,945 | New |
| Tranquilli Financial Advisor LLC | 2,946 | $211.6K | 0.12% | +83+2.9% | Added |
| Formidable Asset Management, LLC | 2,676 | $212.4K | 0.03% | −84−3.0% | Reduced |
| Wincap Financial LLC | 2,961 | $212.6K | 0.14% | +289+10.8% | Added |
| Fiduciary Group LLC | 2,961 | $212.7K | 0.02% | +299+11.2% | Added |
| Beese Fulmer Investment Management, Inc. | 2,961 | $212.7K | 0.01% | −817−21.6% | Reduced |
| Gryphon Financial Partners LLC | 2,965 | $212.9K | 0.02% | +2,965 | New |
| Up Strategic Wealth Investment Advisors LLC | 2,438 | $213.0K | 0.13% | +2,438 | New |
| Catalyst Funds Management Pty Ltd | 2,977 | $213.8K | 0.04% | +2,977 | New |
| Lighthouse Financial LLC | 2,979 | $214.0K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,979 | $214.0K | 0.01% | +294+10.9% | Added |