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 |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 6,850 | $492.0K | 0.33% | 00.0% | Unchanged |
| Boston Family Office LLC | 6,815 | $489.0K | 0.03% | +3,295+93.6% | Added |
| OneAscent Financial Services LLC | 6,809 | $489.0K | 0.03% | +2,137+45.7% | Added |
| First Nebraska Trust Co | 6,796 | $488.1K | 0.05% | +60+0.9% | Added |
| Fayez Sarofim & Co | 6,773 | $486.4K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,739 | $484.0K | 0.08% | −1,383−17.0% | Reduced |
| Provident Living Financial Services, Inc. | 6,717 | $482.4K | 0.53% | −74−1.1% | Reduced |
| Leavell Investment Management, Inc. | 6,717 | $482.4K | 0.02% | −143−2.1% | Reduced |
| Avidian Wealth Solutions, LLC | 6,691 | $480.6K | 0.02% | +154+2.4% | Added |
| Sunbelt Securities, Inc. | 6,664 | $478.6K | 0.03% | +13+0.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,657 | $478.1K | 0.03% | +6,657 | New |
| Boston Trust Walden Corp | 6,608 | $474.6K | 0.00% | −7,805−54.2% | Reduced |
| Hexagon Capital Partners LLC | 6,606 | $474.4K | 0.07% | +6,606 | New |
| Advisory Alpha, LLC | 6,586 | $473.1K | 0.01% | +1,241+23.2% | Added |
| Atalanta Sosnoff Capital, LLC | 6,583 | $472.8K | 0.01% | −44−0.7% | Reduced |
| Quantum Financial Advisors, LLC | 6,541 | $469.8K | 0.05% | −48−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,538 | $469.6K | 0.30% | −108−1.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,525 | $468.6K | 0.02% | −1,035−13.7% | Reduced |
| Cornerstone Wealth Group, LLC | 6,049 | $467.9K | 0.03% | +932+18.2% | Added |
| Fort Sheridan Advisors LLC | 6,507 | $467.3K | 0.06% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,499 | $466.8K | 0.01% | −904−12.2% | Reduced |
| Athena Investment Management | 6,479 | $465.3K | 0.24% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,462 | $464.1K | 0.00% | +44+0.7% | Added |
| Polymer Capital Management (US) LLC | 6,452 | $463.4K | 0.07% | +10.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,378 | $458.1K | 0.07% | −413−6.1% | Reduced |
| BCS Private Wealth Management, Inc. | 6,352 | $456.2K | 0.14% | +225+3.7% | Added |
| Naples Global Advisors, LLC | 6,309 | $453.1K | 0.03% | −814−11.4% | Reduced |
| M.E. Allison & Co., Inc. | 6,270 | $450.3K | 0.30% | 00.0% | Unchanged |
| North Forty Two & Co. | 6,268 | $450.2K | 0.42% | −350−5.3% | Reduced |
| Money Concepts Capital Corp | 6,253 | $449.1K | 0.02% | +119+1.9% | Added |
| Addison Advisors LLC | 6,206 | $445.7K | 0.10% | +10+0.2% | Added |
| Oakworth Capital, Inc. | 6,188 | $444.4K | 0.02% | +4,239+217.5% | Added |
| Optas, LLC | 6,175 | $443.5K | 0.07% | +1,584+34.5% | Added |
| Matrix Asset Advisors Inc | 6,175 | $443.5K | 0.04% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 6,159 | $442.3K | 0.02% | +6,159 | New |
| Storgate, LLC | 6,146 | $441.4K | 0.35% | +92+1.5% | Added |
| Ausdal Financial Partners, Inc. | 6,144 | $441.3K | 0.02% | −431−6.6% | Reduced |
| Charles Schwab Trust Co | 6,134 | $440.6K | 0.03% | −888−12.6% | Reduced |
| Gladstone Institutional Advisory LLC | 6,131 | $440.3K | 0.02% | −11,294−64.8% | Reduced |
| Alteri Wealth LLC | 6,117 | $439.3K | 0.14% | +204+3.5% | Added |
| Simplicity Wealth,LLC | 6,116 | $439.3K | 0.02% | +706+13.0% | Added |
| Rockland Trust Co | 6,105 | $438.5K | 0.02% | −275−4.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,098 | $438.0K | 0.01% | +1,090+21.8% | Added |
| Platform Technology Partners | 6,096 | $437.8K | 0.08% | +1,952+47.1% | Added |
| Rathbone Brothers plc | 6,059 | $435.2K | 0.00% | +90+1.5% | Added |
| Webster Bank, N. A. | 6,051 | $434.6K | 0.04% | −29−0.5% | Reduced |
| Marino, Stram & Associates LLC | 6,035 | $433.4K | 0.08% | +28+0.5% | Added |
| Reliant Investment Partners, LLC | 6,000 | $430.9K | 0.36% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,109 | $428.5K | 0.07% | +48+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 5,965 | $428.4K | 0.00% | +5,965 | New |
| PEAK6 LLC | 5,960 | $428.0K | 0.01% | −892−13.0% | Reduced |
| 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 |
| Rahlfs Capital, LLC | 5,930 | $425.9K | 0.31% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5,929 | $425.8K | 0.09% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,318 | $423.6K | 0.03% | −87−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,894 | $423.3K | 0.05% | −476−7.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 5,771 | $422.9K | 0.05% | −342−5.6% | Reduced |
| Partners in Financial Planning | 5,888 | $422.9K | 0.07% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 4,650 | $421.1K | 0.14% | −512−9.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,865 | $421.0K | 0.00% | −5,075−46.4% | Reduced |
| Wealth Effects LLC | 5,856 | $420.6K | 0.15% | +96+1.7% | Added |
| FORA Capital, LLC | 5,856 | $420.5K | 0.03% | +5,856 | New |
| Rexford Capital Inc | 5,832 | $418.9K | 0.30% | −111−1.9% | Reduced |
| Venturi Wealth Management, LLC | 5,831 | $418.8K | 0.02% | +684+13.3% | Added |
| Beta Wealth Group, Inc. | 5,828 | $418.6K | 0.17% | +203+3.6% | Added |
| V-Square Quantitative Management LLC | 5,816 | $417.7K | 0.04% | −587−9.2% | Reduced |
| Auto-Owners Insurance Co | 5,811 | $417.3K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 5,811 | $417.3K | 0.01% | −673−10.4% | Reduced |
| Symmetry Partners, LLC | 5,807 | $417.0K | 0.02% | −2,896−33.3% | Reduced |
| Aprio Wealth Management, LLC | 5,789 | $415.7K | 0.02% | +565+10.8% | Added |
| Fielder Capital Group LLC | 5,786 | $415.5K | 0.09% | +3,047+111.2% | Added |
| Value Investment Professionals, LLC | 5,777 | $414.9K | 0.92% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,775 | $414.8K | 0.03% | +5,775 | New |
| PCM Encore, LLC | 5,740 | $412.2K | 0.08% | +123+2.2% | Added |
| Lifeworks Advisors, LLC | 5,739 | $412.2K | 0.05% | +5,739 | New |
| OmniStar Financial Group, Inc. | 5,726 | $411.1K | 0.21% | −510−8.2% | Reduced |
| Verdad Advisers, LP | 5,700 | $409.4K | 0.46% | −10,005−63.7% | Reduced |
| Ancora Advisors, LLC | 5,677 | $407.7K | 0.01% | −39−0.7% | Reduced |
| Sanders Morris Harris LLC | 5,674 | $407.5K | 0.06% | +5,674 | New |
| Everpar Advisors LLC | 5,673 | $407.4K | 0.14% | +528+10.3% | Added |
| Amara Financial, LLC. | 5,632 | $404.5K | 0.28% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,156 | $403.3K | 0.14% | −4−0.1% | Reduced |
| Fiduciary Financial Group, LLC | 5,608 | $402.8K | 0.05% | −183−3.2% | Reduced |
| Impact Partnership Wealth, LLC | 5,573 | $400.2K | 0.05% | +5,573 | New |
| Bull Street Advisors, LLC | 5,543 | $398.0K | 0.20% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 5,537 | $397.7K | 0.03% | −275−4.7% | Reduced |
| MQS Management LLC | 5,522 | $396.6K | 0.27% | +1,885+51.8% | Added |
| Birchbrook, Inc. | 5,521 | $396.5K | 0.19% | −144−2.5% | Reduced |
| Forty-three Eighteen Advisors, LLC | 5,500 | $395.0K | 0.30% | −2,500−31.3% | Reduced |
| Intrua Financial, LLC | 5,490 | $394.3K | 0.04% | −19−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 4,662 | $391.1K | 0.03% | +424+10.0% | Added |
| Allen Capital Group, LLC | 5,441 | $390.8K | 0.04% | +83+1.5% | Added |
| Octavia Wealth Advisors, LLC | 5,431 | $390.1K | 0.04% | −691−11.3% | Reduced |
| Mission Wealth Management, LP | 5,408 | $388.4K | 0.01% | −35−0.6% | Reduced |
| Root Financial Partners, LLC | 5,401 | $387.9K | 0.02% | −209−3.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,395 | $387.5K | 0.31% | +186+3.6% | Added |
| Beacon Financial Group | 5,376 | $386.1K | 0.04% | −190−3.4% | Reduced |
| Carson Advisory Inc. | 5,367 | $385.5K | 0.20% | +400+8.1% | Added |
| Atlas Brown,Inc. | 5,353 | $384.4K | 0.12% | +276+5.4% | Added |