Skip to main content

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
M&G Plc––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Inscription Capital, LLC––––Not filed
BKD Wealth Advisors, LLC––––Not filed
Vaughan Nelson Investment Management, L.P.––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Lester Murray Antman dba SimplyRich––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
PFG Investments, LLC––––Not filed
Delta Capital Management LLC––––Not filed
Curbstone Financial Management Corp––––Not filed
Frec Markets, Inc.––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Wellington Shields & Co., LLC––––Not filed
Boyar Asset Management Inc.––––Not filed
Collar Capital Management, LLC––––Not filed
Pallas Capital Advisors LLC––––Not filed
Confluence Wealth Services, Inc.––––Not filed
Wright Investors Service Inc––––Not filed
Welch & Forbes LLC––––Not filed
Essex Savings Bank––––Not filed
Sigma Planning Corp––––Not filed
Kepler Cheuvreux (Suisse) SA––––Not filed
Wellington Shields Capital Management, LLC––––Not filed
Moody National Bank Trust Division––––Not filed
Tower Trust & Investment Co––––Not filed
Capital Advisors Inc––––Not filed
Sumitomo Life Insurance Co––––Not filed
Savvy Advisors, Inc.––––Not filed
TSFG, LLC––––Not filed
National Asset Management, Inc.––––Not filed
Cary Street Partners Financial LLC––––Not filed
Intrust Bank NA––––Not filed
Patriot Financial Group Insurance Agency, LLC––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
CV Advisors LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Storgate, LLC––––Not filed
Palouse Capital Management, Inc.––––Not filed
DoubleLine ETF Adviser LP––––Not filed
Ingalls & Snyder LLC––––Not filed
Richard W. Paul & Associates, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Bahl & Gaynor Inc––––Not filed
Profund Advisors LLC––––Not filed
Bridgefront Capital, LLC––––Not filed
Trust Asset Management LLC––––Not filed
Dumont & Blake Investment Advisors LLC––––Not filed
Wedbush Securities Inc––––Not filed
Michels Family Financial, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Mork Capital Management, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
GeoWealth Management, LLC––––Not filed
Sivik Global Healthcare LLC––––Not filed
RMR Wealth Builders––––Not filed
Investors Research Corp––––Not filed
Umb Bank N A––––Not filed
Roundview Capital LLC––––Not filed
Gateway Wealth Partners, LLC––––Not filed
Integrity Alliance, LLC.––––Not filed
St. Johns Investment Management Company, LLC––––Not filed
LS Investment Advisors, LLC––––Not filed
Kentucky Trust Co––––Not filed
Elevated Private Wealth, LLC––––Not filed
InvesTrust––––Not filed
Harbour Investments, Inc.––––Not filed
Logan Capital Management Inc––––Not filed
Mengis Capital Management, Inc.––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Evergreen Wealth Solutions, LLC––––Not filed
Level Four Advisory Services, LLC––––Not filed
Ostrum Asset Management––––Not filed
Ocean Capital Management, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Sectoral Asset Management Inc––––Not filed
Krilogy Financial LLC––––Not filed
Focused Alpha, LLC––––Not filed
Samalin Investment Counsel, LLC––––Not filed
Cresset Asset Management, LLC––––Not filed
Mainstay Capital Management LLC––––Not filed
ProVise Management Group, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Alteri Wealth LLC––––Not filed
IHT Wealth Management, LLC––––Not filed
Round Rock Advisors, LLC––––Not filed
Badgley Phelps Wealth Managers, LLC––––Not filed
Diversified Trust Co––––Not filed
Schwarz Dygos Wheeler Investment Advisors LLC––––Not filed
Empower Advisory Group, LLC––––Not filed
LRI Investments, LLC––––Not filed
Community Bank & Trust, Waco, Texas––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Twin Lakes Capital Management, LLC––––Not filed
Monetary Management Group Inc––––Not filed
Picton Mahoney Asset Management––––Not filed
1st Source Bank––––Not filed
TCI Wealth Advisors, Inc.––––Not filed