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 |
|---|---|---|---|---|---|
| Bokf, NA | 24,015 | $1.72M | 0.03% | −329−1.4% | Reduced |
| Affinity Investment Advisors, LLC | 23,780 | $1.71M | 1.07% | +2,272+10.6% | Added |
| Valeo Financial Advisors, LLC | 23,756 | $1.71M | 0.04% | −8,881−27.2% | Reduced |
| Lighthouse Investment Partners, LLC | 23,597 | $1.69M | 0.06% | +23,597 | New |
| Ashton Thomas Private Wealth, LLC | 23,525 | $1.69M | 0.04% | +5,187+28.3% | Added |
| West Family Investments, Inc. | 22,999 | $1.65M | 0.58% | −1,319−5.4% | Reduced |
| LifePlan Financial, LLC | 22,904 | $1.64M | 1.22% | −415−1.8% | Reduced |
| Fund 1 Investments, LLC | 22,759 | $1.63M | 0.21% | +22,759 | New |
| Slagle Financial, LLC | 22,748 | $1.63M | 0.54% | +1,084+5.0% | Added |
| Stratos Wealth Partners, LTD. | 22,636 | $1.63M | 0.02% | −2,025−8.2% | Reduced |
| Coldstream Capital Management Inc | 22,375 | $1.61M | 0.02% | +2,027+10.0% | Added |
| Segall Bryant & Hamill, LLC | 22,322 | $1.60M | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 22,249 | $1.60M | 0.07% | +942+4.4% | Added |
| Caisse des Depots Et Consignations | 22,237 | $1.60M | 0.03% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 22,201 | $1.59M | 0.01% | +22,201 | New |
| Crestwood Advisors Group LLC | 22,152 | $1.59M | 0.03% | +2,359+11.9% | Added |
| Premier Path Wealth Partners, LLC | 22,062 | $1.58M | 0.21% | −1,637−6.9% | Reduced |
| Focused Alpha, LLC | 22,049 | $1.58M | 0.49% | +15,749+250.0% | Added |
| Jefferies Financial Group Inc. | 22,042 | $1.58M | 0.02% | −32,634−59.7% | Reduced |
| Syon Capital LLC | 22,007 | $1.58M | 0.08% | −633−2.8% | Reduced |
| Donoghue Forlines LLC | 21,992 | $1.58M | 0.44% | +3,161+16.8% | Added |
| Readystate Asset Management LP | 21,632 | $1.55M | 0.09% | +3,905+22.0% | Added |
| EverSource Wealth Advisors, LLC | 21,506 | $1.54M | 0.05% | +5,495+34.3% | Added |
| Nomura Holdings Inc | 21,474 | $1.54M | 0.01% | −384,556−94.7% | Reduced |
| Fulton Bank, N.A. | 21,466 | $1.54M | 0.05% | −885−4.0% | Reduced |
| Arjuna Capital | 21,433 | $1.54M | 0.39% | +581+2.8% | Added |
| Essex Financial Services, Inc. | 21,384 | $1.54M | 0.09% | +1,389+6.9% | Added |
| We Are One Seven, LLC | 21,361 | $1.53M | 0.03% | +975+4.8% | Added |
| Birch Hill Investment Advisors LLC | 21,185 | $1.52M | 0.07% | −168−0.8% | Reduced |
| Evergreen Capital Management LLC | 21,038 | $1.51M | 0.03% | −1,186−5.3% | Reduced |
| Consolidated Investment Group LLC | 21,000 | $1.51M | 0.16% | +21,000 | New |
| Machina Capital S.A.S. | 20,973 | $1.51M | 0.30% | +3,052+17.0% | Added |
| Wedmont Private Capital | 19,100 | $1.50M | 0.05% | +3,795+24.8% | Added |
| Integrated Advisors Network LLC | 20,912 | $1.50M | 0.08% | −1,992−8.7% | Reduced |
| TCW Group Inc | 20,897 | $1.50M | 0.01% | +1,011+5.1% | Added |
| Tema ETFs LLC | 20,728 | $1.49M | 0.10% | +105+0.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,725 | $1.49M | 0.12% | −550−2.6% | Reduced |
| Principle Wealth Partners LLC | 20,713 | $1.49M | 0.09% | +10.0% | Added |
| AdvisorNet Financial, Inc | 20,690 | $1.49M | 0.08% | −120−0.6% | Reduced |
| Iowa State Bank | 20,534 | $1.47M | 0.27% | −689−3.2% | Reduced |
| Nations Financial Group Inc, | 20,353 | $1.46M | 0.08% | +2,974+17.1% | Added |
| Legacy Capital Group California, Inc. | 20,260 | $1.46M | 0.55% | +5,510+37.4% | Added |
| Mesirow Financial Investment Management, Inc. | 20,219 | $1.45M | 0.02% | −197−1.0% | Reduced |
| Skopos Labs, Inc. | 20,209 | $1.45M | 0.05% | +3,050+17.8% | Added |
| Perbak Capital Partners LLP | 20,078 | $1.44M | 0.35% | +20,078 | New |
| Ark Wealth Advisors LLC | 20,000 | $1.44M | 1.42% | +2,787+16.2% | Added |
| Sivik Global Healthcare LLC | 20,000 | $1.44M | 1.09% | +20,000 | New |
| William B. Walkup & Associates, Inc. | 21,162 | $1.43M | 0.86% | +837+4.1% | Added |
| Wynn Capital, LLC | 19,961 | $1.43M | 0.74% | −181−0.9% | Reduced |
| Signaturefd, LLC | 19,914 | $1.43M | 0.02% | +1,346+7.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 19,854 | $1.43M | 1.41% | −1,682−7.8% | Reduced |
| Kennondale Capital Management LLC | 19,787 | $1.42M | 1.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 19,779 | $1.42M | 0.16% | +71+0.4% | Added |
| Investors Research Corp | 19,767 | $1.42M | 0.27% | −376−1.9% | Reduced |
| Tweedy, Browne Co LLC | 19,132 | $1.37M | 0.11% | +7,047+58.3% | Added |
| Twin Capital Management Inc | 19,015 | $1.37M | 0.18% | −37−0.2% | Reduced |
| RFG Advisory, LLC | 18,996 | $1.36M | 0.03% | −3,002−13.6% | Reduced |
| TCG Advisory Services, LLC | 18,989 | $1.36M | 0.03% | +2,623+16.0% | Added |
| Tounjian Advisory Partners, LLC | 18,944 | $1.36M | 0.49% | +2,620+16.0% | Added |
| Pine Valley Investments Ltd Liability Co | 18,820 | $1.35M | 0.07% | +763+4.2% | Added |
| Brighton Jones LLC | 18,801 | $1.35M | 0.03% | +18,801 | New |
| Sanibel Captiva Trust Company, Inc. | 18,755 | $1.35M | 0.04% | −2,380−11.3% | Reduced |
| Carret Asset Management, LLC | 18,568 | $1.33M | 0.13% | −200−1.1% | Reduced |
| Prospera Financial Services Inc | 18,496 | $1.33M | 0.02% | −1,248−6.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 18,503 | $1.33M | 0.01% | −6,215−25.1% | Reduced |
| Inscription Capital, LLC | 18,492 | $1.33M | 0.14% | +306+1.7% | Added |
| Capital Group Private Client Services, Inc. | 18,405 | $1.32M | 0.02% | +14,987+438.5% | Added |
| Mount Yale Investment Advisors, LLC | 18,362 | $1.32M | 0.03% | +590+3.3% | Added |
| Ritholtz Wealth Management | 18,347 | $1.32M | 0.02% | +588+3.3% | Added |
| Pallas Capital Advisors LLC | 18,236 | $1.31M | 0.05% | −4,001−18.0% | Reduced |
| Avantra Family Wealth, Inc. | 18,231 | $1.31M | 0.97% | +441+2.5% | Added |
| PFG Investments, LLC | 18,211 | $1.31M | 0.06% | −1,212−6.2% | Reduced |
| TownSquare Capital, LLC | 17,936 | $1.29M | 0.29% | +1,092+6.5% | Added |
| Delta Financial Advisors LLC | 17,880 | $1.28M | 0.33% | +33+0.2% | Added |
| United Bank | 17,879 | $1.28M | 0.43% | +17,879 | New |
| Courier Capital LLC | 17,845 | $1.28M | 0.07% | +427+2.5% | Added |
| Becker Capital Management Inc | 17,816 | $1.28M | 0.04% | −2,263−11.3% | Reduced |
| Westport Asset Management Inc | 17,772 | $1.28M | 0.56% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 17,693 | $1.27M | 0.72% | +2,575+17.0% | Added |
| Bollard Group LLC | 17,653 | $1.27M | 0.04% | +157+0.9% | Added |
| Brown Brothers Harriman & Co | 17,453 | $1.25M | 0.01% | +4,261+32.3% | Added |
| VARCOV Co. | 17,192 | $1.23M | 0.46% | +17,192 | New |
| Foster & Motley Inc | 17,101 | $1.23M | 0.06% | +514+3.1% | Added |
| Home Federal Bank of Tennessee | 17,050 | $1.22M | 0.31% | +3,300+24.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 17,035 | $1.22M | 0.01% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 16,987 | $1.22M | 0.79% | −23−0.1% | Reduced |
| Wellington Shields & Co., LLC | 16,749 | $1.20M | 0.31% | −1,095−6.1% | Reduced |
| Greenleaf Trust | 16,733 | $1.20M | 0.01% | +959+6.1% | Added |
| LS Investment Advisors, LLC | 16,670 | $1.20M | 0.18% | +13,095+366.3% | Added |
| Wealthspire Advisors, LLC | 16,594 | $1.19M | 0.01% | −6,936−29.5% | Reduced |
| DoubleLine ETF Adviser LP | 16,464 | $1.18M | 0.45% | +16,464 | New |
| Cullen/Frost Bankers, Inc. | 16,423 | $1.18M | 0.01% | +10,085+159.1% | Added |
| Cary Street Partners Financial LLC | 16,297 | $1.17M | 0.03% | +2,673+19.6% | Added |
| Delta Capital Management LLC | 16,240 | $1.17M | 0.64% | +300+1.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 16,211 | $1.16M | 0.12% | +8,098+99.8% | Added |
| Lazard Freres Gestion S.A.S. | 16,075 | $1.15M | 0.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 16,037 | $1.15M | 0.03% | +439+2.8% | Added |
| China Universal Asset Management Co., Ltd. | 16,000 | $1.15M | 0.09% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 15,773 | $1.13M | 0.74% | +65+0.4% | Added |
| Boyar Asset Management Inc. | 15,758 | $1.13M | 0.64% | −1,403−8.2% | Reduced |