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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 7,188 | $516.3K | 0.01% | +202+2.9% | Added |
| Mindset Wealth Management, LLC | 7,201 | $517.1K | 0.14% | +102+1.4% | Added |
| Financial Engines Advisors L.L.C. | 7,263 | $521.6K | 0.00% | −1,495−17.1% | Reduced |
| Rehmann Capital Advisory Group | 7,290 | $523.6K | 0.03% | −149−2.0% | Reduced |
| Cullen Investment Group, Ltd. | 7,319 | $525.7K | 0.07% | −250−3.3% | Reduced |
| Citizens Business Bank | 7,325 | $526.1K | 0.09% | −51−0.7% | Reduced |
| Grimes & Company, Inc. | 7,334 | $526.7K | 0.01% | −12,294−62.6% | Reduced |
| Apella Capital, LLC | 6,823 | $527.4K | 0.01% | +1,877+37.9% | Added |
| Quadrature Capital Ltd | 7,345 | $527.5K | 0.01% | +7,345 | New |
| Gateway Wealth Partners, LLC | 7,363 | $528.8K | 0.02% | +7,363 | New |
| Beaton Management Co. Inc. | 7,360 | $529.0K | 0.24% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,424 | $533.2K | 0.08% | +107+1.5% | Added |
| Snowwater Investment Partners, LLC | 7,432 | $533.8K | 0.50% | −237−3.1% | Reduced |
| Change Path, LLC | 7,470 | $536.5K | 0.01% | −1,122−13.1% | Reduced |
| Verdence Capital Advisors LLC | 7,477 | $537.0K | 0.03% | +61+0.8% | Added |
| Summit Financial Wealth Advisors, LLC | 7,487 | $537.7K | 0.08% | −957−11.3% | Reduced |
| Camden Capital, LLC | 7,488 | $537.8K | 0.04% | +2,239+42.7% | Added |
| Procyon Private Wealth Partners, LLC | 7,498 | $538.5K | 0.03% | +3,165+73.0% | Added |
| Baker Avenue Asset Management, LP | 7,503 | $538.9K | 0.01% | +1,228+19.6% | Added |
| Calamos Wealth Management LLC | 7,531 | $540.9K | 0.02% | −991−11.6% | Reduced |
| Davidson Trust Co | 7,586 | $544.8K | 0.23% | +117+1.6% | Added |
| Traub Capital Management LLC | 7,599 | $545.8K | 0.54% | −300−3.8% | Reduced |
| Empire Financial Management Company, LLC | 7,648 | $549.3K | 0.12% | +425+5.9% | Added |
| Glenview Trust Co | 7,703 | $553.2K | 0.01% | −679−8.1% | Reduced |
| BCU Wealth Advisors, LLC | 7,726 | $554.9K | 0.21% | +30+0.4% | Added |
| Burns Matteson Capital Management, LLC | 7,734 | $555.5K | 0.22% | −14−0.2% | Reduced |
| MONECO Advisors, LLC | 7,768 | $557.9K | 0.04% | −327−4.0% | Reduced |
| American State Bank (Iowa) | 7,791 | $559.5K | 0.27% | +167+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 7,825 | $562.0K | 0.05% | −222−2.8% | Reduced |
| Indivisible Partners | 7,834 | $562.6K | 0.05% | +465+6.3% | Added |
| Diligent Investors, LLC | 7,849 | $563.7K | 0.14% | −238−2.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,859 | $564.5K | 0.08% | −1,880−19.3% | Reduced |
| Pinebridge Investments LLC | 7,877 | $565.7K | 0.00% | +7,877 | New |
| Beverly Hills Private Wealth, LLC | 7,910 | $568.1K | 0.09% | +243+3.2% | Added |
| Counterpoint Mutual Funds LLC | 7,941 | $570.3K | 0.09% | +7,941 | New |
| Larson Financial Group LLC | 7,942 | $570.4K | 0.02% | +2,308+41.0% | Added |
| Waterloo Capital, L.P. | 7,945 | $570.6K | 0.04% | −248−3.0% | Reduced |
| Hilltop Holdings Inc. | 7,949 | $570.9K | 0.05% | −9,604−54.7% | Reduced |
| MCF Advisors LLC | 7,955 | $571.3K | 0.03% | +3,355+72.9% | Added |
| Investment House LLC | 7,965 | $572.0K | 0.03% | 00.0% | Unchanged |
| Aso Group Ltd | 8,000 | $575.0K | 0.24% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8,021 | $576.1K | 0.04% | −617−7.1% | Reduced |
| Aristeia Capital LLC | 8,066 | $579.3K | 0.01% | +1,874+30.3% | Added |
| Kera Capital Partners, Inc. | 8,132 | $584.1K | 0.07% | −830−9.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,136 | $584.3K | 0.04% | +1,433+21.4% | Added |
| Optimize Financial Inc | 8,151 | $585.4K | 0.29% | +8,151 | New |
| Key Client Fiduciary Advisors, LLC | 8,167 | $586.6K | 0.20% | +228+2.9% | Added |
| Everhart Financial Group, Inc. | 8,182 | $587.6K | 0.05% | −868−9.6% | Reduced |
| Leigh Baldwin & Co., LLC | 8,201 | $589.0K | 0.38% | +32+0.4% | Added |
| Goelzer Investment Management, Inc. | 8,209 | $589.6K | 0.03% | +1,915+30.4% | Added |
| NBC Securities, Inc. | 8,227 | $590.9K | 0.04% | −827−9.1% | Reduced |
| Soltis Investment Advisors LLC | 8,232 | $591.2K | 0.04% | +188+2.3% | Added |
| Silverlake Wealth Management LLC | 8,263 | $593.5K | 0.13% | +25+0.3% | Added |
| Spinnaker Trust | 8,288 | $595.2K | 0.03% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 8,384 | $602.1K | 0.31% | −344−3.9% | Reduced |
| Benin Management CORP | 8,420 | $604.7K | 0.14% | +100+1.2% | Added |
| Avestar Capital, LLC | 8,489 | $609.7K | 0.04% | +568+7.2% | Added |
| TSG Advice Partners, LLC | 8,575 | $615.8K | 0.09% | +105+1.2% | Added |
| Whittier Trust Co | 8,410 | $616.3K | 0.01% | −79−0.9% | Reduced |
| Essex LLC | 8,586 | $616.7K | 0.11% | −40.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,595 | $617.3K | 0.17% | −3,405−28.4% | Reduced |
| VestGen Advisors, LLC | 6,518 | $620.2K | 0.02% | +992+18.0% | Added |
| Choate Investment Advisors | 8,676 | $623.1K | 0.01% | −992−10.3% | Reduced |
| Chesapeake Capital Corp | 8,683 | $623.6K | 0.45% | 00.0% | Unchanged |
| Everett Harris & Co | 8,694 | $624.4K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,741 | $627.7K | 0.03% | −766−8.1% | Reduced |
| Zions Bancorporation, National Association | 8,759 | $629.1K | 0.04% | −2,407−21.6% | Reduced |
| Boltwood Capital Management | 8,785 | $630.9K | 0.16% | −10−0.1% | Reduced |
| E Fund Management Co., Ltd. | 8,806 | $632.4K | 0.02% | +8,806 | New |
| Leo Wealth, LLC | 8,813 | $633.0K | 0.05% | +646+7.9% | Added |
| Triangle Securities Wealth Management | 8,892 | $638.6K | 0.14% | −632−6.6% | Reduced |
| Insight Inv LLC | 8,927 | $641.1K | 0.35% | −2,560−22.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,762 | $642.1K | 0.01% | −1,431−14.0% | Reduced |
| Strategy Asset Managers LLC | 8,944 | $642.4K | 0.11% | +8,944 | New |
| IFS Group,LLC | 8,982 | $645.1K | 0.57% | +8,982 | New |
| Peoples Bank | 9,035 | $648.9K | 0.65% | −375−4.0% | Reduced |
| Heritage Investors Management Corp | 9,031 | $649.0K | 0.02% | +225+2.6% | Added |
| Advyzon Investment Management, LLC | 9,086 | $652.6K | 0.06% | +3,401+59.8% | Added |
| Smith, Salley & Associates | 9,095 | $653.2K | 0.03% | −18−0.2% | Reduced |
| WealthTrust Axiom LLC | 9,110 | $654.3K | 0.16% | +10.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 9,109 | $654.3K | 0.58% | −19,619−68.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,115 | $654.6K | 0.16% | −125−1.4% | Reduced |
| Global Financial Private Client, LLC | 9,115 | $654.6K | 0.21% | +345+3.9% | Added |
| SummitTX Capital, L.P. | 9,123 | $655.2K | 0.02% | +9,123 | New |
| Deseret Mutual Benefit Administrators | 9,128 | $655.6K | 0.22% | −5,843−39.0% | Reduced |
| Pettee Investors, Inc. | 7,880 | $656.3K | 0.34% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,142 | $656.6K | 0.02% | +9,142 | New |
| Steadtrust LLC | 9,175 | $658.9K | 0.37% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 9,195 | $660.4K | 0.16% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 9,200 | $660.7K | 0.30% | 00.0% | Unchanged |
| Ascent Group, LLC | 9,207 | $661.3K | 0.02% | +123+1.4% | Added |
| Sheets Smith Wealth Management | 9,211 | $661.5K | 0.07% | −7,845−46.0% | Reduced |
| Family Legacy, Inc. | 9,220 | $662.1K | 0.20% | −110−1.2% | Reduced |
| Emerald Investment Advisers, LLC | 9,255 | $664.7K | 0.06% | +9,255 | New |
| Moneta Group Investment Advisors LLC | 9,269 | $665.7K | 0.01% | +1,021+12.4% | Added |
| Greenfield Savings Bank | 9,276 | $666.2K | 0.28% | −403−4.2% | Reduced |
| Cove Private Wealth, LLC | 9,300 | $667.9K | 0.15% | +196+2.2% | Added |
| Perpetual Ltd | 9,333 | $670.3K | 0.01% | +900+10.7% | Added |
| Addison Capital Co | 9,378 | $673.5K | 0.12% | +415+4.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,382 | $673.8K | 0.03% | 00.0% | Unchanged |