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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 15,732 | $1.13M | 0.22% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 12,968 | $1.13M | 0.08% | −749−5.5% | Reduced |
| Sagespring Wealth Partners, LLC | 15,716 | $1.13M | 0.02% | +198+1.3% | Added |
| Moody National Bank Trust Division | 15,696 | $1.13M | 0.11% | +14+0.1% | Added |
| Essex Savings Bank | 15,610 | $1.12M | 0.25% | −83−0.5% | Reduced |
| Ingalls & Snyder LLC | 15,525 | $1.11M | 0.04% | +40+0.3% | Added |
| National Asset Management, Inc. | 15,894 | $1.11M | 0.07% | −709−4.3% | Reduced |
| DRW Securities, LLC | 15,522 | $1.11M | 0.06% | +10,230+193.3% | Added |
| M&G Plc | 15,356 | $1.11M | 0.01% | +2,782+22.1% | Added |
| Mach-1 Financial Group, Inc. | 15,160 | $1.09M | 0.38% | +11,409+304.2% | Added |
| Two Sigma Securities, LLC | 15,040 | $1.08M | 0.13% | +15,040 | New |
| Sigma Planning Corp | 15,028 | $1.08M | 0.03% | +1,269+9.2% | Added |
| Highview Capital Management LLC | 15,017 | $1.08M | 0.39% | +1,360+10.0% | Added |
| Kingswood Wealth Advisors, LLC | 15,006 | $1.08M | 0.05% | −1,222−7.5% | Reduced |
| TSFG, LLC | 14,987 | $1.08M | 0.16% | −218−1.4% | Reduced |
| Palouse Capital Management, Inc. | 14,946 | $1.07M | 0.71% | −1,141−7.1% | Reduced |
| Capital Advisors Inc | 14,913 | $1.07M | 0.02% | −68−0.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 14,798 | $1.06M | 0.27% | +8,854+149.0% | Added |
| Intrust Bank NA | 14,745 | $1.06M | 0.09% | +1,324+9.9% | Added |
| Cresset Asset Management, LLC | 14,715 | $1.06M | 0.00% | −1,996−11.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,651 | $1.05M | 0.04% | +3,606+32.6% | Added |
| Integrity Alliance, LLC. | 14,636 | $1.05M | 0.04% | −12,562−46.2% | Reduced |
| NewEdge Wealth, LLC | 14,603 | $1.05M | 0.01% | −10,496−41.8% | Reduced |
| Blueshift Asset Management, LLC | 14,593 | $1.05M | 0.32% | +11,468+367.0% | Added |
| Independent Financial Group, LLC | 14,589 | $1.05M | 0.02% | −2,745−15.8% | Reduced |
| Bahl & Gaynor Inc | 14,553 | $1.05M | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14,510 | $1.04M | 0.35% | +503+3.6% | Added |
| Welch & Forbes LLC | 14,505 | $1.04M | 0.01% | −2,698−15.7% | Reduced |
| Central Trust Co | 14,434 | $1.04M | 0.02% | +2,862+24.7% | Added |
| CSS LLC | 14,361 | $1.03M | 0.06% | −3,860−21.2% | Reduced |
| Profund Advisors LLC | 14,216 | $1.02M | 0.04% | −6,435−31.2% | Reduced |
| BKD Wealth Advisors, LLC | 14,050 | $1.01M | 0.02% | −728−4.9% | Reduced |
| Trust Asset Management LLC | 14,022 | $1.01M | 0.07% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 13,989 | $1.00M | 0.03% | −682−4.6% | Reduced |
| Mork Capital Management, LLC | 13,960 | $1.00M | 0.71% | −8,540−38.0% | Reduced |
| Alerus Financial NA | 13,956 | $1.00M | 0.05% | +13,867+15,580.9% | Added |
| Buckingham Strategic Partners | 13,820 | $992.3K | 0.01% | −6,631−32.4% | Reduced |
| Cornerstone Wealth Management, LLC | 13,793 | $990.6K | 0.05% | +294+2.2% | Added |
| InvesTrust | 13,786 | $990.1K | 0.42% | +386+2.9% | Added |
| Michels Family Financial, LLC | 13,775 | $989.3K | 0.71% | +3,358+32.2% | Added |
| RMR Wealth Builders | 13,740 | $986.8K | 0.08% | −15−0.1% | Reduced |
| Wedbush Securities Inc | 13,728 | $986.0K | 0.03% | −432−3.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,720 | $985.4K | 0.01% | −848−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 13,708 | $984.5K | 0.25% | +104+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,690 | $983.2K | 0.02% | +4,639+51.3% | Added |
| San Luis Wealth Advisors LLC | 13,679 | $982.4K | 0.16% | +1,072+8.5% | Added |
| Krilogy Financial LLC | 12,758 | $979.7K | 0.03% | −1,127−8.1% | Reduced |
| Umb Bank N A | 13,518 | $970.9K | 0.01% | −589−4.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,433 | $964.8K | 0.23% | +196+1.5% | Added |
| Mengis Capital Management, Inc. | 13,394 | $962.0K | 0.17% | −600−4.3% | Reduced |
| Kentucky Trust Co | 13,390 | $961.7K | 0.50% | −482−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 13,368 | $960.1K | 0.07% | −134−1.0% | Reduced |
| Roundview Capital LLC | 13,288 | $954.3K | 0.06% | +13,288 | New |
| Diversify Advisory Services, LLC | 11,369 | $953.9K | 0.15% | −8,426−42.6% | Reduced |
| TCI Wealth Advisors, Inc. | 13,266 | $952.8K | 0.05% | −26−0.2% | Reduced |
| Ocean Capital Management, LLC | 13,175 | $946.2K | 0.19% | +41+0.3% | Added |
| Ostrum Asset Management | 13,129 | $942.9K | 0.05% | −6,094−31.7% | Reduced |
| Harbour Investments, Inc. | 13,110 | $941.6K | 0.01% | +7,519+134.5% | Added |
| Savvy Advisors, Inc. | 13,030 | $935.8K | 0.03% | +3,181+32.3% | Added |
| Fifth Third Wealth Advisors LLC | 12,896 | $926.2K | 0.03% | +2,498+24.0% | Added |
| Bryn Mawr Trust Co | 12,789 | $918.5K | 0.02% | +224+1.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 12,719 | $913.5K | 0.02% | +80+0.6% | Added |
| St. Johns Investment Management Company, LLC | 12,715 | $913.2K | 0.38% | +1,552+13.9% | Added |
| 1st Source Bank | 12,707 | $912.6K | 0.05% | +819+6.9% | Added |
| Mainstay Capital Management LLC | 12,676 | $910.4K | 0.07% | +12,676 | New |
| ProVise Management Group, LLC | 12,661 | $909.3K | 0.07% | +7+0.1% | Added |
| IHT Wealth Management, LLC | 12,657 | $909.0K | 0.02% | +1,494+13.4% | Added |
| Boston Private Wealth LLC | 12,610 | $905.7K | 0.06% | −1,277−9.2% | Reduced |
| Longfellow Investment Management Co LLC | 12,610 | $905.6K | 0.19% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 12,599 | $904.9K | 0.14% | −2,472−16.4% | Reduced |
| Kovack Advisors, Inc. | 12,425 | $897.9K | 0.05% | −1,669−11.8% | Reduced |
| Parallel Advisors, LLC | 12,478 | $896.2K | 0.02% | +869+7.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,460 | $894.9K | 0.19% | +632+5.3% | Added |
| Visionary Wealth Advisors | 12,423 | $892.2K | 0.04% | −150−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 12,405 | $891.0K | 0.41% | −4,787−27.8% | Reduced |
| State of Wyoming | 12,397 | $890.4K | 0.11% | −320−2.5% | Reduced |
| Broadwater Capital Management LLC | 11,210 | $889.6K | 0.66% | 00.0% | Unchanged |
| LRI Investments, LLC | 12,373 | $888.7K | 0.08% | +20.0% | Added |
| Empower Advisory Group, LLC | 12,307 | $883.9K | 0.00% | +1,450+13.4% | Added |
| Monetary Management Group Inc | 12,250 | $879.8K | 0.21% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12,137 | $871.7K | 0.13% | +256+2.2% | Added |
| SNS Financial Group, LLC | 12,110 | $869.7K | 0.07% | −104−0.9% | Reduced |
| Groupama Asset Managment | 12,083 | $867.8K | 0.01% | −2,253−15.7% | Reduced |
| Convergence Investment Partners, LLC | 12,026 | $863.7K | 0.14% | −14,053−53.9% | Reduced |
| Level Four Advisory Services, LLC | 12,003 | $862.1K | 0.03% | +2,373+24.6% | Added |
| VCI Wealth Management LLC | 12,000 | $861.8K | 0.24% | −1,864−13.4% | Reduced |
| Brown Wealth Management, LLC | 11,961 | $859.0K | 0.22% | −345−2.8% | Reduced |
| Cigna Investments Inc | 11,965 | $859.0K | 0.13% | −86−0.7% | Reduced |
| Mutual Advisors, LLC | 11,862 | $851.9K | 0.02% | +432+3.8% | Added |
| Koshinski Asset Management, Inc. | 11,846 | $850.8K | 0.05% | +4,175+54.4% | Added |
| Qtron Investments LLC | 11,844 | $850.6K | 0.12% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 11,813 | $848.4K | 0.07% | +7,702+187.4% | Added |
| Patton Albertson Miller Group, LLC | 11,753 | $844.1K | 0.10% | −100−0.8% | Reduced |
| Net Worth Advisory Group | 11,748 | $843.8K | 0.17% | +1,763+17.7% | Added |
| Alliance Private Wealth, LLC | 11,723 | $841.9K | 0.30% | +246+2.1% | Added |
| Cohen Klingenstein LLC | 11,700 | $840.3K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 11,664 | $837.7K | 0.03% | −1,090−8.5% | Reduced |
| Confluence Wealth Services, Inc. | 11,660 | $837.4K | 0.03% | +2,523+27.6% | Added |
| IFP Advisors, Inc | 11,648 | $836.6K | 0.02% | +1,578+15.7% | Added |
| Evergreen Wealth Solutions, LLC | 11,638 | $835.8K | 0.06% | +11,638 | New |