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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 3,694 | $265.3K | 0.04% | −140−3.7% | Reduced |
| Marshall Investment Management, LLC | 3,705 | $266.1K | 0.13% | 00.0% | Unchanged |
| Vicus Capital | 3,721 | $267.2K | 0.02% | +22+0.6% | Added |
| Childress Capital Advisors, LLC | 3,725 | $267.6K | 0.05% | −318−7.9% | Reduced |
| AlphaGrep UK Ltd | 3,738 | $268.5K | 0.08% | +3,738 | New |
| WealthBridge Capital Management, LLC | 3,751 | $269.4K | 0.06% | +21+0.6% | Added |
| Income Insurance Ltd | 3,758 | $269.9K | 0.18% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 3,407 | $270.3K | 0.02% | −926−21.4% | Reduced |
| Petra Financial Advisors Inc | 3,765 | $270.4K | 0.17% | −474−11.2% | Reduced |
| RWM Asset Management, LLC | 3,767 | $270.5K | 0.03% | +3,767 | New |
| Alamar Capital Management, LLC | 3,784 | $271.8K | 0.17% | 00.0% | Unchanged |
| Landaas & Co | 3,794 | $272.5K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 3,797 | $272.7K | 0.01% | +194+5.4% | Added |
| Independence Bank of Kentucky | 3,804 | $273.2K | 0.03% | +483+14.5% | Added |
| BCS Wealth Management | 3,804 | $273.2K | 0.06% | −3,804−50.0% | Reduced |
| Massmutual Trust Co FSB | 3,805 | $273.3K | 0.01% | −944−19.9% | Reduced |
| Resolute Capital, LLC | 3,805 | $273.3K | 0.11% | +11+0.3% | Added |
| Decision Investments, Inc | 3,809 | $273.6K | 0.31% | −247−6.1% | Reduced |
| Secure Asset Management, LLC | 3,833 | $275.3K | 0.04% | +826+27.5% | Added |
| Fulcrum Capital LLC | 3,837 | $275.6K | 0.06% | −955−19.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,848 | $276.3K | 0.01% | −198−4.9% | Reduced |
| Evoke Wealth, LLC | 3,862 | $277.4K | 0.01% | −1,705−30.6% | Reduced |
| Center for Wealth Management Advisory | 3,879 | $278.6K | 0.20% | −20,504−84.1% | Reduced |
| Luken Investment Analytics, LLC | 3,881 | $278.7K | 0.11% | −15−0.4% | Reduced |
| Granite Islands Private Wealth, LLC | 3,910 | $279.6K | 0.26% | +1,159+42.1% | Added |
| Eagle Strategies LLC | 3,896 | $279.8K | 0.03% | +3,896 | New |
| Matrix Private Capital Group LLC | 3,897 | $279.9K | 0.13% | −83−2.1% | Reduced |
| Fell Capital Management | 3,900 | $280.1K | 0.27% | −500−11.4% | Reduced |
| Facet Wealth, Inc. | 3,903 | $280.3K | 0.00% | +878+29.0% | Added |
| Quest 10 Wealth Builders, Inc. | 3,912 | $281.0K | 0.25% | −14−0.4% | Reduced |
| Axiom Financial Strategies, LLC | 3,922 | $281.7K | 0.10% | +284+7.8% | Added |
| Cromwell Holdings LLC | 3,928 | $282.1K | 0.16% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,933 | $282.5K | 0.05% | +3,933 | New |
| Horizon Bancorp Inc | 3,937 | $283.0K | 0.14% | +146+3.9% | Added |
| TRB Wealth Management, LLC | 3,960 | $284.4K | 0.04% | +3,960 | New |
| Smithfield Trust Co | 3,954 | $285.0K | 0.01% | −832−17.4% | Reduced |
| Lesa Sroufe & Co | 3,965 | $285.0K | 0.19% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,972 | $285.3K | 0.03% | +3,972 | New |
| Optivise Advisory Services LLC | 3,986 | $286.3K | 0.17% | −3−0.1% | Reduced |
| GTS Securities LLC | 3,995 | $286.9K | 0.01% | −9,371−70.1% | Reduced |
| Aviance Capital Partners, LLC | 3,998 | $287.1K | 0.03% | −497−11.1% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $287.3K | 0.08% | −2,022−33.6% | Reduced |
| Lincoln Capital Corp | 4,000 | $287.3K | 0.11% | +4,000 | New |
| Simmons Bank | 4,010 | $288.0K | 0.02% | +682+20.5% | Added |
| Brown Miller Wealth Management, LLC | 4,012 | $288.2K | 0.08% | −330−7.6% | Reduced |
| 71 West Capital Partners | 4,025 | $289.1K | 0.01% | +522+14.9% | Added |
| Alliance Wealth Advisors, LLC | 4,028 | $289.3K | 0.14% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,034 | $289.7K | 0.16% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,709 | $290.6K | 0.10% | −252−6.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,047 | $290.7K | 0.02% | +316+8.5% | Added |
| Howard Capital Management Inc. | 4,052 | $291.0K | 0.00% | −3,898−49.0% | Reduced |
| Compass Ion Advisors, LLC | 4,056 | $291.3K | 0.03% | −273−6.3% | Reduced |
| Parcion Private Wealth LLC | 4,056 | $291.3K | 0.02% | −22−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,058 | $291.4K | 0.02% | 00.0% | Unchanged |
| Ballast Advisors LLC | 4,083 | $293.2K | 0.09% | +41+1.0% | Added |
| Winthrop Advisory Group LLC | 4,099 | $294.4K | 0.02% | −6−0.1% | Reduced |
| Fortis Advisors, LLC | 4,100 | $294.5K | 0.15% | −100−2.4% | Reduced |
| Fox Run Management, L.L.C. | 4,219 | $295.9K | 0.05% | +4,219 | New |
| Pekin Hardy Strauss, Inc. | 4,125 | $296.3K | 0.03% | −752−15.4% | Reduced |
| Narwhal Capital Management | 4,136 | $297.0K | 0.02% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 4,137 | $297.2K | 0.08% | −14−0.3% | Reduced |
| Defiance ETFs, LLC | 4,193 | $301.1K | 0.00% | +4,193 | New |
| Forum Private Client Group LLC | 4,212 | $302.5K | 0.10% | −43−1.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,237 | $304.3K | 0.03% | −543−11.4% | Reduced |
| Tompkins Financial Corp | 4,238 | $304.4K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 4,240 | $304.5K | 0.26% | −24−0.6% | Reduced |
| Plimoth Trust Co LLC | 4,259 | $305.9K | 0.07% | +94+2.3% | Added |
| Pine Haven Investment Counsel, Inc | 4,261 | $306.0K | 0.22% | −175−3.9% | Reduced |
| Nilsine Partners, LLC | 3,909 | $306.3K | 0.02% | −201−4.9% | Reduced |
| Linscomb & Williams, Inc. | 4,273 | $306.9K | 0.01% | +4,273 | New |
| JNBA Financial Advisors | 4,291 | $308.1K | 0.03% | +554+14.8% | Added |
| North Star Investment Management Corp. | 4,295 | $308.5K | 0.02% | +17+0.4% | Added |
| Wescott Financial Advisory Group, LLC | 4,302 | $308.9K | 0.03% | +79+1.9% | Added |
| GW Henssler & Associates Ltd | 4,320 | $310.3K | 0.01% | +333+8.4% | Added |
| Southern Financial Group, LLC | 4,336 | $311.4K | 0.09% | +30+0.7% | Added |
| Meadowbrook Advisors Group, LLC | 4,361 | $313.2K | 0.19% | +4,361 | New |
| Barrett & Company, Inc. | 4,364 | $313.4K | 0.11% | −193−4.2% | Reduced |
| BCJ Capital Management, LLC | 4,364 | $313.4K | 0.02% | −19,464−81.7% | Reduced |
| Meadowbrook Wealth Management, LLC | 4,375 | $314.2K | 0.42% | −1,700−28.0% | Reduced |
| Pines Wealth Management, LLC | 4,429 | $318.1K | 0.10% | −369−7.7% | Reduced |
| Diversified Enterprises, LLC | 4,429 | $318.1K | 0.02% | −230−4.9% | Reduced |
| Sargent Investment Group, LLC | 4,432 | $318.3K | 0.04% | −30−0.7% | Reduced |
| Quarry LP | 4,437 | $318.7K | 0.06% | −565−11.3% | Reduced |
| LGT Group Foundation | 4,468 | $320.9K | 0.00% | −872−16.3% | Reduced |
| Tortuga Wealth Management, Inc | 4,469 | $321.0K | 0.30% | −24−0.5% | Reduced |
| Guardian Partners Inc. | 4,476 | $321.7K | 0.03% | −748−14.3% | Reduced |
| Stevens Capital Management LP | 4,483 | $322.0K | 0.05% | −8,887−66.5% | Reduced |
| Waldron Private Wealth LLC | 4,494 | $322.8K | 0.01% | +34+0.8% | Added |
| Clayton Financial Group LLC | 4,501 | $323.3K | 0.17% | 00.0% | Unchanged |
| Mma Asset Management LLC | 4,503 | $323.4K | 0.11% | −20−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 4,515 | $324.3K | 0.18% | +10.0% | Added |
| Keystone Financial Planning, Inc. | 4,521 | $324.7K | 0.09% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,523 | $324.9K | 0.19% | −98−2.1% | Reduced |
| Zacks Investment Management | 4,528 | $325.2K | 0.00% | −2,737−37.7% | Reduced |
| Plan Group Financial, LLC | 4,531 | $325.4K | 0.08% | +88+2.0% | Added |
| LexAurum Advisors, LLC | 4,533 | $325.5K | 0.04% | +4,533 | New |
| Ariston Services Group | 0 | $326.5K | 0.20% | −4,546−100.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,557 | $327.3K | 0.05% | −406−8.2% | Reduced |
| Manchester Capital Management LLC | 4,559 | $327.4K | 0.05% | −174−3.7% | Reduced |
| Northeast Investment Management | 4,564 | $327.8K | 0.01% | 00.0% | Unchanged |