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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
Affinity Investment Advisors, LLC––––Not filed
Citizens & Northern Corp––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Hudson Portfolio Management LLC––––Not filed
Central Pacific Bank - Trust Division––––Not filed
Ritholtz Wealth Management––––Not filed
We Are One Seven, LLC––––Not filed
StoneX Group Inc.––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Retirement Planning Co of New England, Inc.––––Not filed
Vista Investment Partners II, LLC––––Not filed
Hussman Strategic Advisors, Inc.––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Archer Investment Corp––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
PEAK6 LLC––––Not filed
Bokf, NA––––Not filed
Lipe & Dalton––––Not filed
Johnson Investment Counsel Inc––––Not filed
Greenwich Wealth Management LLC––––Not filed
Essex Financial Services, Inc.––––Not filed
Weiss Asset Management LP––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Independent Financial Group, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Dorato Capital Management––––Not filed
Signaturefd, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
LifePlan Financial, LLC––––Not filed
Tema ETFs LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Segall Bryant & Hamill, LLC––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
HBK Sorce Advisory LLC––––Not filed
Syon Capital LLC––––Not filed
United Bank––––Not filed
Ossiam––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
Integrated Advisors Network LLC––––Not filed
TCW Group Inc––––Not filed
Birch Hill Investment Advisors LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Consolidated Investment Group LLC––––Not filed
Arjuna Capital––––Not filed
NewEdge Wealth, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Wedmont Private Capital––––Not filed
Iowa State Bank––––Not filed
Principle Wealth Partners LLC––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
William B. Walkup & Associates, Inc.––––Not filed
Premier Path Wealth Partners, LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Parsons Capital Management Inc––––Not filed
Home Federal Bank of Tennessee––––Not filed
Haverford Trust Co––––Not filed
Sanibel Captiva Trust Company, Inc.––––Not filed
Torno Capital, LLC––––Not filed
Wynn Capital, LLC––––Not filed
Legacy Capital Group California, Inc.––––Not filed
Kennondale Capital Management LLC––––Not filed
W.G. Shaheen & Associates DBA Whitney & Co––––Not filed
Groupama Asset Managment––––Not filed
Avantra Family Wealth, Inc.––––Not filed
Lockheed Martin Investment Management Co––––Not filed
S&T Bank––––Not filed
Simplex Trading, LLC––––Not filed
HM Payson & Co––––Not filed
Barnes Dennig Private Wealth Management LLC––––Not filed
Pine Valley Investments Ltd Liability Co––––Not filed
Wealthspire Advisors, LLC––––Not filed
Twin Capital Management Inc––––Not filed
DJE Kapital AG––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Carret Asset Management, LLC––––Not filed
Lighthouse Investment Partners, LLC––––Not filed
Prospera Financial Services Inc––––Not filed
Becker Capital Management Inc––––Not filed
China Universal Asset Management Co., Ltd.––––Not filed
Courier Capital LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Delta Financial Advisors LLC––––Not filed
Brighton Jones LLC––––Not filed
Westport Asset Management Inc––––Not filed
Foster & Motley Inc––––Not filed
TownSquare Capital, LLC––––Not filed
Bollard Group LLC––––Not filed
Oak Thistle LLC––––Not filed
Donoghue Forlines LLC––––Not filed
Easterly Investment Partners LLC––––Not filed
Cetera Trust Company, N.A––––Not filed
Ark Wealth Advisors LLC––––Not filed
Emerald Investment Advisers, LLC––––Not filed
Pinebridge Investments LLC––––Not filed
Greenleaf Trust––––Not filed