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 |
|---|---|---|---|---|---|
| City Center Advisors, LLC | 4,574 | $328.5K | 0.30% | +103+2.3% | Added |
| Element Wealth, LLC | 4,583 | $329.2K | 0.14% | +9+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,598 | $330.3K | 0.04% | −62−1.3% | Reduced |
| Donaldson Capital Management, LLC | 4,604 | $330.6K | 0.01% | +25+0.5% | Added |
| Chase Investment Counsel Corp | 4,617 | $331.0K | 0.09% | +51+1.1% | Added |
| Torrey Growth & Income Advisors | 4,710 | $333.9K | 0.14% | +5+0.1% | Added |
| Bank Hapoalim BM | 4,646 | $334.0K | 0.05% | +331+7.7% | Added |
| V2 Financial group LLC | 4,651 | $334.0K | 0.16% | +9+0.2% | Added |
| B&L Asset Management LLC | 4,661 | $334.8K | 0.15% | +670+16.8% | Added |
| Corsicana & Co. | 4,945 | $335.0K | 0.21% | +1,615+48.5% | Added |
| Aspire Growth Partners LLC | 4,667 | $335.2K | 0.23% | −301−6.1% | Reduced |
| Sterling Wealth Management, Inc. | 4,670 | $335.4K | 0.09% | +10.0% | Added |
| First Western Trust Bank | 4,697 | $337.3K | 0.02% | +447+10.5% | Added |
| Cary Street Partner Investment Advisory LLC | 4,742 | $340.6K | 0.09% | +80+1.7% | Added |
| Cullen Capital Management LLC | 4,745 | $340.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,745 | $340.8K | 0.00% | −4,057−46.1% | Reduced |
| Wallace Advisory Group, LLC | 4,765 | $342.2K | 0.37% | +539+12.8% | Added |
| Conning Inc. | 4,771 | $342.7K | 0.01% | −2,020−29.7% | Reduced |
| Fiera Capital Corp | 4,774 | $342.9K | 0.00% | −2,999−38.6% | Reduced |
| TIAA Wealth Investment Management LLC | 4,805 | $343.8K | 0.00% | +4,805 | New |
| Lantz Financial LLC | 4,789 | $343.9K | 0.07% | −44−0.9% | Reduced |
| Tranquility Partners, LLC | 4,794 | $344.3K | 0.13% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,797 | $344.5K | 0.00% | +2,000+71.5% | Added |
| Cambria Investment Management, L.P. | 4,804 | $345.0K | 0.02% | +4,804 | New |
| First American Trust, FSB | 4,805 | $345.1K | 0.02% | −198−4.0% | Reduced |
| Bull Harbor Capital LLC | 4,806 | $345.2K | 0.09% | +4,806 | New |
| One Capital Management, LLC | 4,814 | $345.7K | 0.01% | +214+4.7% | Added |
| Bayforest Capital Ltd | 4,814 | $345.7K | 0.39% | +3,938+449.5% | Added |
| Parkside Financial Bank & Trust | 4,846 | $348.0K | 0.03% | −121−2.4% | Reduced |
| Souders Financial Advisors | 4,865 | $349.4K | 0.04% | +253+5.5% | Added |
| Sunpointe, LLC | 4,865 | $349.4K | 0.11% | −82−1.7% | Reduced |
| Capital Performance Advisors LLP | 4,878 | $350.4K | 0.02% | +171+3.6% | Added |
| Truvestments Capital LLC | 4,906 | $352.4K | 0.06% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,907 | $352.4K | 0.02% | −4,993−50.4% | Reduced |
| Accurate Wealth Management, LLC | 4,460 | $353.8K | 0.04% | +4,460 | New |
| My Portfolio Guide, LLC | 4,934 | $354.4K | 0.20% | +4,934 | New |
| Regal Investment Advisors LLC | 4,946 | $355.2K | 0.02% | −930−15.8% | Reduced |
| CFS Investment Advisory Services, LLC | 4,598 | $355.4K | 0.02% | +483+11.7% | Added |
| Northside Capital Management, LLC | 4,950 | $355.5K | 0.03% | +210+4.4% | Added |
| Abacus Planning Group, Inc. | 4,952 | $355.6K | 0.05% | −638−11.4% | Reduced |
| Kathmere Capital Management, LLC | 4,953 | $355.7K | 0.02% | −1,931−28.1% | Reduced |
| German American Bancorp, Inc. | 4,975 | $357.3K | 0.03% | +4,975 | New |
| Robertson Stephens Wealth Management, LLC | 4,984 | $357.9K | 0.01% | −121−2.4% | Reduced |
| Southland Equity Partners LLC | 4,985 | $358.0K | 0.07% | −145−2.8% | Reduced |
| Hobbs Group Advisors, LLC | 4,986 | $358.1K | 0.11% | −454−8.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,998 | $359.0K | 0.01% | +4,998 | New |
| Factorial Partners, LLC | 5,000 | $359.1K | 0.26% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $359.1K | 0.19% | +1,000+25.0% | Added |
| WSFS Capital Management, LLC | 5,003 | $359.3K | 0.02% | +1,136+29.4% | Added |
| Alta Advisers Ltd | 5,012 | $360.0K | 0.13% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,024 | $360.8K | 0.12% | −748−13.0% | Reduced |
| Summit Global Investments | 5,021 | $361.0K | 0.02% | −615−10.9% | Reduced |
| YHB Investment Advisors, Inc. | 5,034 | $361.6K | 0.03% | −166−3.2% | Reduced |
| RMB Capital Management, LLC | 5,044 | $362.3K | 0.01% | +399+8.6% | Added |
| Colter Lewis Investment Partners LLC | 5,058 | $363.3K | 0.34% | +5,058 | New |
| Modern Wealth Management, LLC | 5,030 | $364.6K | 0.01% | +260+5.5% | Added |
| International Private Wealth Advisors LLC | 5,104 | $366.6K | 0.22% | +946+22.8% | Added |
| Vectors Research Management, LLC | 5,122 | $367.9K | 0.11% | +68+1.3% | Added |
| Vision Financial Markets LLC | 5,127 | $368.2K | 0.36% | −49−0.9% | Reduced |
| Banque Transatlantique SA | 5,128 | $368.3K | 0.01% | +5,128 | New |
| Resonant Capital Advisors, LLC | 5,132 | $368.6K | 0.02% | +824+19.1% | Added |
| Bartlett & Co. Wealth Management LLC | 4,498 | $368.9K | 0.00% | −1,444−24.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,145 | $369.5K | 0.08% | +603+13.3% | Added |
| PDS Planning, Inc | 5,146 | $369.6K | 0.02% | −759−12.9% | Reduced |
| Syverson Strege & Co | 5,170 | $371.3K | 0.09% | −646−11.1% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 5,172 | $371.4K | 0.22% | +5,172 | New |
| Cito Capital Group, LLC | 5,200 | $373.0K | 0.11% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,206 | $373.9K | 0.04% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 5,225 | $375.3K | 0.16% | −1,064−16.9% | Reduced |
| Kestra Investment Management, LLC | 5,231 | $375.7K | 0.01% | +5,231 | New |
| HF Advisory Group, LLC | 5,235 | $376.0K | 0.13% | +589+12.7% | Added |
| First Horizon Corp | 5,238 | $376.2K | 0.02% | −513−8.9% | Reduced |
| Catalyst Financial Partners LLC | 5,270 | $378.5K | 0.04% | −1,386−20.8% | Reduced |
| Trust Point Inc. | 5,281 | $379.3K | 0.03% | +1,634+44.8% | Added |
| Prestige Wealth Management Group LLC | 5,306 | $381.1K | 0.07% | −5−0.1% | Reduced |
| Adirondack Trust Co | 5,309 | $381.2K | 0.13% | −287−5.1% | Reduced |
| Cynosure Management, LLC | 5,319 | $382.0K | 0.05% | +5,319 | New |
| Sig Brokerage, LP | 5,323 | $382.3K | 0.11% | +5,323 | New |
| CWA Asset Management Group, LLC | 5,340 | $383.5K | 0.01% | −4,272−44.4% | Reduced |
| Abc Arbitrage SA | 5,343 | $383.7K | 0.05% | +5,343 | New |
| Atlas Brown,Inc. | 5,353 | $384.4K | 0.12% | +276+5.4% | Added |
| Carson Advisory Inc. | 5,367 | $385.5K | 0.20% | +400+8.1% | Added |
| Beacon Financial Group | 5,376 | $386.1K | 0.04% | −190−3.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,395 | $387.5K | 0.31% | +186+3.6% | Added |
| Root Financial Partners, LLC | 5,401 | $387.9K | 0.02% | −209−3.7% | Reduced |
| Mission Wealth Management, LP | 5,408 | $388.4K | 0.01% | −35−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 5,431 | $390.1K | 0.04% | −691−11.3% | Reduced |
| Allen Capital Group, LLC | 5,441 | $390.8K | 0.04% | +83+1.5% | Added |
| Icon Wealth Advisors, LLC | 4,662 | $391.1K | 0.03% | +424+10.0% | Added |
| Intrua Financial, LLC | 5,490 | $394.3K | 0.04% | −19−0.3% | Reduced |
| Forty-three Eighteen Advisors, LLC | 5,500 | $395.0K | 0.30% | −2,500−31.3% | Reduced |
| Birchbrook, Inc. | 5,521 | $396.5K | 0.19% | −144−2.5% | Reduced |
| MQS Management LLC | 5,522 | $396.6K | 0.27% | +1,885+51.8% | Added |
| Koss-Olinger Consulting, LLC | 5,537 | $397.7K | 0.03% | −275−4.7% | Reduced |
| Bull Street Advisors, LLC | 5,543 | $398.0K | 0.20% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5,573 | $400.2K | 0.05% | +5,573 | New |
| Fiduciary Financial Group, LLC | 5,608 | $402.8K | 0.05% | −183−3.2% | Reduced |
| MKT Advisors LLC | 5,156 | $403.3K | 0.14% | −4−0.1% | Reduced |
| Amara Financial, LLC. | 5,632 | $404.5K | 0.28% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,673 | $407.4K | 0.14% | +528+10.3% | Added |