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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, Q3 2026

Institutional positions in CVS Health Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
23
+1 vs. Q2 2026
Shares held
1.22M
−9.52K (−0.8%) vs. Q2 2026
Total value
$104.9M
−$22.1M (−17.4%) vs. Q2 2026
New holders
1
8 more added
Sold out
0
10 more reduced

2,052 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,367 institutionsQ2 2022: 2,311 institutionsQ3 2022: 2,330 institutionsQ4 2022: 2,411 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value held
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,411$95.7B
Q3 20222,330$98.9B
Q2 20222,311$95.5B
Q1 20222,367$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2026.

Institutions holding CVS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Urban Wealth Management, LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Camden Capital, LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Mindset Wealth Management, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Prasad Wealth Partners, LLC––––Not filed
Meadowbrook Advisors Group, LLC––––Not filed
71 West Capital Partners––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
Cullen Investment Group, Ltd.––––Not filed
Revolve Wealth Partners, LLC––––Not filed
Arvest Investments, Inc.––––Not filed
Fayez Sarofim & Co––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Apella Capital, LLC––––Not filed
MMBG Investment Advisors Co.––––Not filed
Dimension Capital Management LLC––––Not filed
Leavell Investment Management, Inc.––––Not filed
Advyzon Investment Management, LLC––––Not filed
Formidable Asset Management, LLC––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Severin Investments, LLC––––Not filed
Williams Financial, LLC––––Not filed
DV Trading LLC––––Not filed
Aster Capital Management (DIFC) Ltd––––Not filed
Annex Advisory Services, LLC––––Not filed
Empire Financial Management Company, LLC––––Not filed
Virtue Capital Management, LLC––––Not filed
Boston Family Office LLC––––Not filed
Chicago Trust Co NA––––Not filed
Wilson & Boucher Capital Management, LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
First Nebraska Trust Co––––Not filed
First National Bank & Trust Co of Newtown––––Not filed
Narwhal Capital Management––––Not filed
Soltis Investment Advisors LLC––––Not filed
Cornerstone Wealth Group, LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Goelzer Investment Management, Inc.––––Not filed
Donaldson Capital Management, LLC––––Not filed
Quantum Financial Advisors, LLC––––Not filed
Gallagher Fiduciary Advisors, LLC––––Not filed
Marino, Stram & Associates LLC––––Not filed
Glenview Trust Co––––Not filed
Boston Trust Walden Corp––––Not filed
Fort Sheridan Advisors LLC––––Not filed
Fideuram - Intesa Sanpaolo Private Banking S.P.A.––––Not filed
Wealth Effects LLC––––Not filed
OneAscent Financial Services LLC––––Not filed
Naples Global Advisors, LLC––––Not filed
Venturi Wealth Management, LLC––––Not filed
M.E. Allison & Co., Inc.––––Not filed
Oakworth Capital, Inc.––––Not filed
Buckingham Strategic Partners––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Zacks Investment Management––––Not filed
Qsemble Capital Management, LP––––Not filed
Matrix Asset Advisors Inc––––Not filed
Charles Schwab Trust Co––––Not filed
Curat Global, LLC––––Not filed
Beta Wealth Group, Inc.––––Not filed
V-Square Quantitative Management LLC––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
Whalerock Point Partners, LLC––––Not filed
Fulcrum Asset Management LLP––––Not filed
Reliant Investment Partners, LLC––––Not filed
PCM Encore, LLC––––Not filed
Fielder Capital Group LLC––––Not filed
Rathbone Brothers plc––––Not filed
Outlook Wealth Advisors, LLC––––Not filed
Atalanta Sosnoff Capital, LLC––––Not filed
Webster Bank, N. A.––––Not filed
Private Wealth Asset Management, LLC––––Not filed
OmniStar Financial Group, Inc.––––Not filed
Rahlfs Capital, LLC––––Not filed
Money Concepts Capital Corp––––Not filed
Trust Point Inc.––––Not filed
Stevens Capital Management LP––––Not filed
Partners in Financial Planning––––Not filed
Shepherd Street Advisors LLC––––Not filed
Worth Financial Advisory Group, LLC––––Not filed
RMB Capital Management, LLC––––Not filed
S-Bank Fund Management Ltd––––Not filed
Optas, LLC––––Not filed
Rexford Capital Inc––––Not filed
Blue Capital, Inc.––––Not filed
Auto-Owners Insurance Co––––Not filed
PDS Planning, Inc––––Not filed
Value Investment Professionals, LLC––––Not filed
Trust Co of Virginia––––Not filed
BCS Private Wealth Management, Inc.––––Not filed
North Forty Two & Co.––––Not filed
SeaCrest Wealth Management, LLC––––Not filed
Catalyst Financial Partners LLC––––Not filed
Everpar Advisors LLC––––Not filed