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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 5,674 | $407.5K | 0.06% | +5,674 | New |
| Ancora Advisors, LLC | 5,677 | $407.7K | 0.01% | −39−0.7% | Reduced |
| Verdad Advisers, LP | 5,700 | $409.4K | 0.46% | −10,005−63.7% | Reduced |
| OmniStar Financial Group, Inc. | 5,726 | $411.1K | 0.21% | −510−8.2% | Reduced |
| Lifeworks Advisors, LLC | 5,739 | $412.2K | 0.05% | +5,739 | New |
| PCM Encore, LLC | 5,740 | $412.2K | 0.08% | +123+2.2% | Added |
| Trust Co of Virginia | 5,775 | $414.8K | 0.03% | +5,775 | New |
| Value Investment Professionals, LLC | 5,777 | $414.9K | 0.92% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,786 | $415.5K | 0.09% | +3,047+111.2% | Added |
| Aprio Wealth Management, LLC | 5,789 | $415.7K | 0.02% | +565+10.8% | Added |
| Symmetry Partners, LLC | 5,807 | $417.0K | 0.02% | −2,896−33.3% | Reduced |
| Busey Wealth Management | 5,811 | $417.3K | 0.01% | −673−10.4% | Reduced |
| Auto-Owners Insurance Co | 5,811 | $417.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,816 | $417.7K | 0.04% | −587−9.2% | Reduced |
| Beta Wealth Group, Inc. | 5,828 | $418.6K | 0.17% | +203+3.6% | Added |
| Venturi Wealth Management, LLC | 5,831 | $418.8K | 0.02% | +684+13.3% | Added |
| Rexford Capital Inc | 5,832 | $418.9K | 0.30% | −111−1.9% | Reduced |
| FORA Capital, LLC | 5,856 | $420.5K | 0.03% | +5,856 | New |
| Wealth Effects LLC | 5,856 | $420.6K | 0.15% | +96+1.7% | Added |
| Beutel, Goodman & Co Ltd. | 5,865 | $421.0K | 0.00% | −5,075−46.4% | Reduced |
| Vista Private Wealth Partners. LLC | 4,650 | $421.1K | 0.14% | −512−9.9% | Reduced |
| Partners in Financial Planning | 5,888 | $422.9K | 0.07% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 5,771 | $422.9K | 0.05% | −342−5.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,894 | $423.3K | 0.05% | −476−7.5% | Reduced |
| Bridgewater Advisors Inc. | 4,318 | $423.6K | 0.03% | −87−2.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,929 | $425.8K | 0.09% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,930 | $425.9K | 0.31% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,950 | $427.3K | 0.08% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5,950 | $427.3K | 0.05% | +89+1.5% | Added |
| PEAK6 LLC | 5,960 | $428.0K | 0.01% | −892−13.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,965 | $428.4K | 0.00% | +5,965 | New |
| Virtue Capital Management, LLC | 6,109 | $428.5K | 0.07% | +48+0.8% | Added |
| Reliant Investment Partners, LLC | 6,000 | $430.9K | 0.36% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,035 | $433.4K | 0.08% | +28+0.5% | Added |
| Webster Bank, N. A. | 6,051 | $434.6K | 0.04% | −29−0.5% | Reduced |
| Rathbone Brothers plc | 6,059 | $435.2K | 0.00% | +90+1.5% | Added |
| Platform Technology Partners | 6,096 | $437.8K | 0.08% | +1,952+47.1% | Added |
| OpenArc Corporate Advisory, LLC | 6,098 | $438.0K | 0.01% | +1,090+21.8% | Added |
| Rockland Trust Co | 6,105 | $438.5K | 0.02% | −275−4.3% | Reduced |
| Simplicity Wealth,LLC | 6,116 | $439.3K | 0.02% | +706+13.0% | Added |
| Alteri Wealth LLC | 6,117 | $439.3K | 0.14% | +204+3.5% | Added |
| Gladstone Institutional Advisory LLC | 6,131 | $440.3K | 0.02% | −11,294−64.8% | Reduced |
| Charles Schwab Trust Co | 6,134 | $440.6K | 0.03% | −888−12.6% | Reduced |
| Ausdal Financial Partners, Inc. | 6,144 | $441.3K | 0.02% | −431−6.6% | Reduced |
| Storgate, LLC | 6,146 | $441.4K | 0.35% | +92+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 6,159 | $442.3K | 0.02% | +6,159 | New |
| Matrix Asset Advisors Inc | 6,175 | $443.5K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 6,175 | $443.5K | 0.07% | +1,584+34.5% | Added |
| Oakworth Capital, Inc. | 6,188 | $444.4K | 0.02% | +4,239+217.5% | Added |
| Addison Advisors LLC | 6,206 | $445.7K | 0.10% | +10+0.2% | Added |
| Money Concepts Capital Corp | 6,253 | $449.1K | 0.02% | +119+1.9% | Added |
| North Forty Two & Co. | 6,268 | $450.2K | 0.42% | −350−5.3% | Reduced |
| M.E. Allison & Co., Inc. | 6,270 | $450.3K | 0.30% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,309 | $453.1K | 0.03% | −814−11.4% | Reduced |
| BCS Private Wealth Management, Inc. | 6,352 | $456.2K | 0.14% | +225+3.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,378 | $458.1K | 0.07% | −413−6.1% | Reduced |
| Polymer Capital Management (US) LLC | 6,452 | $463.4K | 0.07% | +10.0% | Added |
| Federated Hermes, Inc. | 6,462 | $464.1K | 0.00% | +44+0.7% | Added |
| Athena Investment Management | 6,479 | $465.3K | 0.24% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,499 | $466.8K | 0.01% | −904−12.2% | Reduced |
| Fort Sheridan Advisors LLC | 6,507 | $467.3K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 6,049 | $467.9K | 0.03% | +932+18.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,525 | $468.6K | 0.02% | −1,035−13.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,538 | $469.6K | 0.30% | −108−1.6% | Reduced |
| Quantum Financial Advisors, LLC | 6,541 | $469.8K | 0.05% | −48−0.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,583 | $472.8K | 0.01% | −44−0.7% | Reduced |
| Advisory Alpha, LLC | 6,586 | $473.1K | 0.01% | +1,241+23.2% | Added |
| Hexagon Capital Partners LLC | 6,606 | $474.4K | 0.07% | +6,606 | New |
| Boston Trust Walden Corp | 6,608 | $474.6K | 0.00% | −7,805−54.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,657 | $478.1K | 0.03% | +6,657 | New |
| Sunbelt Securities, Inc. | 6,664 | $478.6K | 0.03% | +13+0.2% | Added |
| Avidian Wealth Solutions, LLC | 6,691 | $480.6K | 0.02% | +154+2.4% | Added |
| Leavell Investment Management, Inc. | 6,717 | $482.4K | 0.02% | −143−2.1% | Reduced |
| Provident Living Financial Services, Inc. | 6,717 | $482.4K | 0.53% | −74−1.1% | Reduced |
| Chicago Trust Co NA | 6,739 | $484.0K | 0.08% | −1,383−17.0% | Reduced |
| Fayez Sarofim & Co | 6,773 | $486.4K | 0.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 6,796 | $488.1K | 0.05% | +60+0.9% | Added |
| OneAscent Financial Services LLC | 6,809 | $489.0K | 0.03% | +2,137+45.7% | Added |
| Boston Family Office LLC | 6,815 | $489.0K | 0.03% | +3,295+93.6% | Added |
| Wilson & Boucher Capital Management, LLC | 6,850 | $492.0K | 0.33% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 6,878 | $494.0K | 0.11% | −8,408−55.0% | Reduced |
| Armis Advisers, LLC | 5,055 | $495.9K | 0.05% | −372−6.9% | Reduced |
| GeoWealth Management, LLC | 6,909 | $496.2K | 0.02% | +2,721+65.0% | Added |
| Martingale Asset Management L P | 6,912 | $496.4K | 0.01% | +6,912 | New |
| Severin Investments, LLC | 6,916 | $496.7K | 0.43% | −7,705−52.7% | Reduced |
| World Equity Group, Inc. | 6,932 | $497.9K | 0.13% | +1,479+27.1% | Added |
| Dimension Capital Management LLC | 6,967 | $500.4K | 0.07% | −3,540−33.7% | Reduced |
| MMBG Investment Advisors Co. | 6,975 | $500.9K | 0.05% | −2,780−28.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,986 | $501.8K | 0.08% | −167−2.3% | Reduced |
| Coastal Bridge Advisors, LLC | 7,003 | $503.0K | 0.04% | −275−3.8% | Reduced |
| Williams Financial, LLC | 7,020 | $504.2K | 0.29% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,031 | $505.0K | 0.01% | +3,493+98.7% | Added |
| Prasad Wealth Partners, LLC | 7,039 | $505.5K | 0.14% | +40+0.6% | Added |
| Arvest Investments, Inc. | 7,068 | $507.6K | 0.07% | +7,068 | New |
| Quotient Wealth Partners, LLC | 7,107 | $510.4K | 0.01% | −290−3.9% | Reduced |
| Ballentine Partners, LLC | 7,121 | $511.4K | 0.01% | −325−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 7,157 | $513.9K | 0.11% | −2,140−23.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,174 | $515.3K | 0.04% | +557+8.4% | Added |
| Miracle Mile Advisors, LLC | 7,177 | $515.5K | 0.01% | −227−3.1% | Reduced |
| Wealth Alliance | 7,184 | $515.9K | 0.05% | −199−2.7% | Reduced |