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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
Busey Wealth Management––––Not filed
First Horizon Corp––––Not filed
Hexagon Capital Partners LLC––––Not filed
Platform Technology Partners––––Not filed
Asahi Life Asset Management Co., Ltd.––––Not filed
Westwood Holdings Group Inc.––––Not filed
Fiduciary Financial Group, LLC––––Not filed
Souders Financial Advisors––––Not filed
Allen Capital Group, LLC––––Not filed
Compass Financial Management LLC––––Not filed
Belpointe Asset Management LLC––––Not filed
Empirical Asset Management, LLC––––Not filed
Total Wealth Planning & Management, Inc.––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
Atlas Brown,Inc.––––Not filed
Bull Street Advisors, LLC––––Not filed
Conning Inc.––––Not filed
Root Financial Partners, LLC––––Not filed
Cambria Investment Management, L.P.––––Not filed
B&L Asset Management LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
HF Advisory Group, LLC––––Not filed
Adirondack Trust Co––––Not filed
Beacon Financial Group––––Not filed
Range Advisory, LLC––––Not filed
MKT Advisors LLC––––Not filed
Legacy Capital Wealth Partners, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Defiance ETFs, LLC––––Not filed
Cito Capital Group, LLC––––Not filed
LVW Advisors, LLC––––Not filed
Dickmeyer Boyce Financial Management, Inc.––––Not filed
Vision Financial Markets LLC––––Not filed
Vectors Research Management, LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
YHB Investment Advisors, Inc.––––Not filed
WoodTrust Financial Corp––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Aristeia Capital LLC––––Not filed
AA Financial Advisors, LLC––––Not filed
Abacus Planning Group, Inc.––––Not filed
Alta Advisers Ltd––––Not filed
Syverson Strege & Co––––Not filed
Bank Hapoalim BM––––Not filed
Sunpointe, LLC––––Not filed
Regal Investment Advisors LLC––––Not filed
Banque Transatlantique SA––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
Shah Wealth Advisors, LLC––––Not filed
RiverFront Investment Group, LLC––––Not filed
Kathmere Capital Management, LLC––––Not filed
Armis Advisers, LLC––––Not filed
Terry L. Blaker––––Not filed
Pines Wealth Management, LLC––––Not filed
Interchange Capital Partners, LLC––––Not filed
Lantz Financial LLC––––Not filed
Smithfield Trust Co––––Not filed
First American Trust, FSB––––Not filed
Intrua Financial, LLC––––Not filed
Boothbay Fund Management, LLC––––Not filed
Jmac Enterprises LLC––––Not filed
Robertson Stephens Wealth Management, LLC––––Not filed
WSFS Capital Management, LLC––––Not filed
Tranquility Partners, LLC––––Not filed
Ellevest, Inc.––––Not filed
Barrett & Company, Inc.––––Not filed
Cullen Capital Management LLC––––Not filed
Truvestments Capital LLC––––Not filed
Wealth Watch Advisors, INC––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Corsicana & Co.––––Not filed
Chase Investment Counsel Corp––––Not filed
CFS Investment Advisory Services, LLC––––Not filed
Sterling Wealth Management, Inc.––––Not filed
AlTi Global, Inc.––––Not filed
Southland Equity Partners LLC––––Not filed
Octavia Wealth Advisors, LLC––––Not filed
Guardian Partners Inc.––––Not filed
Traub Capital Management LLC––––Not filed
Athena Investment Management––––Not filed
Meridian Financial, LLC––––Not filed
Element Wealth, LLC––––Not filed
Northeast Investment Management––––Not filed
Sargent Investment Group, LLC––––Not filed
Ariston Services Group––––Not filed
LaSalle St. Investment Advisors, LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Keystone Financial Planning, Inc.––––Not filed
Cladis Investment Advisory, LLC––––Not filed
Lifeworks Advisors, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
TRB Wealth Management, LLC––––Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors––––Not filed
First Western Trust Bank––––Not filed
Mma Asset Management LLC––––Not filed
SmartHarvest Portfolios, LLC––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Compass Ion Advisors, LLC––––Not filed
Basepoint Wealth LLC––––Not filed
55 North Private Wealth, LLC––––Not filed