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 | 2,411 | $95.7B |
| Q3 2022 | 2,330 | $98.9B |
| Q2 2022 | 2,311 | $95.5B |
| Q1 2022 | 2,367 | $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 |
|---|---|---|---|---|---|
| Agp Franklin, LLC | 11,563 | $830.5K | 0.41% | +146+1.3% | Added |
| St. Louis Financial Planners Asset Management, LLC | 11,562 | $830.4K | 0.47% | −717−5.8% | Reduced |
| Bailard, Inc. | 11,520 | $827.4K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,518 | $827.2K | 0.06% | +8,895+339.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $825.9K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 11,400 | $818.7K | 0.04% | +100+0.9% | Added |
| Fideuram Asset Management (Ireland) dac | 10,805 | $818.7K | 0.10% | −6,255−36.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,366 | $816.3K | 0.03% | +10.0% | Added |
| Montag A & Associates Inc | 11,340 | $814.4K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 11,290 | $810.8K | 0.21% | +11,290 | New |
| SRS Capital Advisors, Inc. | 11,241 | $807.4K | 0.02% | −11,495−50.6% | Reduced |
| Bridgefront Capital, LLC | 11,229 | $806.5K | 0.20% | −6,842−37.9% | Reduced |
| F/M Investments LLC | 11,181 | $803.0K | 0.05% | −9,811−46.7% | Reduced |
| Investors Asset Management of Georgia Inc | 11,128 | $799.2K | 0.33% | +978+9.6% | Added |
| Novem Group | 11,078 | $795.6K | 0.09% | −1,768−13.8% | Reduced |
| Meridian Wealth Management, LLC | 11,042 | $793.0K | 0.03% | +1,437+15.0% | Added |
| First United Bank Trust | 11,032 | $792.3K | 0.26% | −260−2.3% | Reduced |
| Curat Global, LLC | 11,020 | $791.5K | 0.78% | −780−6.6% | Reduced |
| Personal Cfo Solutions, LLC | 10,960 | $787.1K | 0.11% | +225+2.1% | Added |
| Versant Capital Management, Inc | 10,959 | $787.1K | 0.08% | +3,273+42.6% | Added |
| Smith, Moore & Co. | 10,929 | $784.9K | 0.06% | −324−2.9% | Reduced |
| Eads & Heald Wealth Management | 10,863 | $780.2K | 0.39% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,853 | $779.5K | 0.04% | +5,027+86.3% | Added |
| Geneos Wealth Management Inc. | 10,828 | $777.6K | 0.02% | +3,313+44.1% | Added |
| Mount Lucas Management LP | 10,807 | $776.2K | 0.29% | +227+2.1% | Added |
| Tectonic Advisors LLC | 10,801 | $775.7K | 0.04% | +608+6.0% | Added |
| Westpac Banking Corp | 10,777 | $774.0K | 0.05% | −1,800−14.3% | Reduced |
| Widmann Financial Services, Inc. | 10,771 | $773.6K | 0.46% | −300−2.7% | Reduced |
| Forza Wealth Management, LLC | 10,769 | $773.4K | 0.27% | +357+3.4% | Added |
| Hanseatic Management Services Inc | 10,768 | $773.4K | 0.74% | +10,768 | New |
| Focus Financial Network, Inc. | 10,705 | $768.8K | 0.03% | +464+4.5% | Added |
| Frank, Rimerman Advisors LLC | 10,588 | $760.4K | 0.05% | −3,978−27.3% | Reduced |
| JB Capital LLC | 10,579 | $759.8K | 0.03% | +91+0.9% | Added |
| United Asset Strategies, Inc. | 10,574 | $759.5K | 0.06% | +683+6.9% | Added |
| Ofi Invest Asset Management | 12,180 | $759.2K | 0.01% | −234,552−95.1% | Reduced |
| FSM Wealth Advisors, LLC | 10,524 | $755.8K | 0.10% | +29+0.3% | Added |
| Newman Dignan & Sheerar, Inc. | 10,449 | $750.5K | 0.16% | −681−6.1% | Reduced |
| Frec Markets, Inc. | 10,434 | $749.4K | 0.13% | +3,708+55.1% | Added |
| SageView Advisory Group, LLC | 10,408 | $747.5K | 0.03% | −1,492−12.5% | Reduced |
| Mendel Money Management | 10,382 | $745.6K | 0.31% | −785−7.0% | Reduced |
| International Assets Investment Management, LLC | 10,285 | $745.6K | 0.05% | −74−0.7% | Reduced |
| Harrell Investment Partners, LLC | 10,381 | $745.6K | 0.18% | +10,381 | New |
| Sierra Capital LLC | 10,378 | $745.0K | 0.08% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 10,359 | $744.0K | 0.06% | −29−0.3% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 10,341 | $742.7K | 0.53% | +10.0% | Added |
| Eastern Bank | 10,317 | $741.0K | 0.01% | −258−2.4% | Reduced |
| Hartford Financial Management Inc. | 10,312 | $740.6K | 0.19% | −246−2.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,304 | $740.0K | 0.19% | 00.0% | Unchanged |
| Private Trust Co NA | 10,298 | $739.6K | 0.07% | −367−3.4% | Reduced |
| Byrne Asset Management LLC | 10,216 | $733.7K | 0.43% | −2,550−20.0% | Reduced |
| Redwood Investment Management, LLC | 10,212 | $733.0K | 0.09% | +623+6.5% | Added |
| Anchor Investment Management, LLC | 10,171 | $730.5K | 0.06% | +40.0% | Added |
| Venture Visionary Partners LLC | 10,112 | $726.3K | 0.02% | +609+6.4% | Added |
| Washington Trust Co | 10,095 | $725.0K | 0.02% | +2,844+39.2% | Added |
| MeadowBrook Investment Advisors LLC | 10,089 | $724.6K | 0.64% | +50+0.5% | Added |
| Albert D Mason Inc | 10,076 | $723.7K | 0.47% | −47−0.5% | Reduced |
| Elevated Capital Advisors, LLC | 10,008 | $718.8K | 0.18% | +9,845+6,039.9% | Added |
| Northstar Group, Inc. | 9,904 | $711.3K | 0.10% | −394−3.8% | Reduced |
| Journey Strategic Wealth LLC | 9,844 | $707.0K | 0.02% | +3,190+47.9% | Added |
| Pflug Koory, LLC | 9,843 | $706.9K | 0.32% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,838 | $706.6K | 0.06% | −820−7.7% | Reduced |
| Wealthcare Advisory Partners LLC | 9,778 | $702.2K | 0.01% | −208−2.1% | Reduced |
| Golden State Equity Partners | 9,776 | $702.1K | 0.05% | −359−3.5% | Reduced |
| Strategic Investment Advisors | 9,741 | $699.6K | 0.05% | +853+9.6% | Added |
| Founders Financial Alliance, LLC | 9,734 | $699.1K | 0.13% | −214−2.2% | Reduced |
| NCM Capital Management, LLC | 9,733 | $699.1K | 0.25% | +20.0% | Added |
| Thrive Capital Management, LLC | 9,715 | $697.7K | 0.15% | +588+6.4% | Added |
| Aurdan Capital Management, LLC | 9,713 | $697.6K | 0.21% | +13+0.1% | Added |
| Mather Group, LLC. | 9,701 | $696.8K | 0.01% | +4,113+73.6% | Added |
| Centennial Wealth Advisory LLC | 9,692 | $696.1K | 0.17% | +2,081+27.3% | Added |
| Rare Wolf Capital LLC | 9,659 | $693.7K | 0.45% | −118−1.2% | Reduced |
| Catalytic Wealth RIA, LLC | 9,621 | $691.0K | 0.03% | −886−8.4% | Reduced |
| Dakota Wealth Management | 9,620 | $690.9K | 0.01% | −14,060−59.4% | Reduced |
| Persium Advisors, LLC | 9,514 | $683.3K | 0.54% | +493+5.5% | Added |
| Ameritas Advisory Services, LLC | 9,496 | $682.0K | 0.03% | −556−5.5% | Reduced |
| MTM Investment Management, LLC | 9,485 | $681.2K | 0.22% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 9,476 | $680.6K | 0.15% | −642−6.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,472 | $680.3K | 0.01% | +9,472 | New |
| Sava Infond d.o.o. | 9,450 | $678.7K | 0.10% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 9,428 | $677.1K | 0.08% | +165+1.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,382 | $673.8K | 0.03% | 00.0% | Unchanged |
| Addison Capital Co | 9,378 | $673.5K | 0.12% | +415+4.6% | Added |
| Perpetual Ltd | 9,333 | $670.3K | 0.01% | +900+10.7% | Added |
| Cove Private Wealth, LLC | 9,300 | $667.9K | 0.15% | +196+2.2% | Added |
| Greenfield Savings Bank | 9,276 | $666.2K | 0.28% | −403−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 9,269 | $665.7K | 0.01% | +1,021+12.4% | Added |
| Emerald Investment Advisers, LLC | 9,255 | $664.7K | 0.06% | +9,255 | New |
| Family Legacy, Inc. | 9,220 | $662.1K | 0.20% | −110−1.2% | Reduced |
| Sheets Smith Wealth Management | 9,211 | $661.5K | 0.07% | −7,845−46.0% | Reduced |
| Ascent Group, LLC | 9,207 | $661.3K | 0.02% | +123+1.4% | Added |
| Garrison Point Advisors, LLC | 9,200 | $660.7K | 0.30% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 9,195 | $660.4K | 0.16% | 00.0% | Unchanged |
| Steadtrust LLC | 9,175 | $658.9K | 0.37% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,142 | $656.6K | 0.02% | +9,142 | New |
| Pettee Investors, Inc. | 7,880 | $656.3K | 0.34% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 9,128 | $655.6K | 0.22% | −5,843−39.0% | Reduced |
| SummitTX Capital, L.P. | 9,123 | $655.2K | 0.02% | +9,123 | New |
| Global Financial Private Client, LLC | 9,115 | $654.6K | 0.21% | +345+3.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 9,115 | $654.6K | 0.16% | −125−1.4% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 9,109 | $654.3K | 0.58% | −19,619−68.3% | Reduced |