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
Cigna Investments Inc––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Visionary Wealth Advisors––––Not filed
Agp Franklin, LLC––––Not filed
PKS Advisory Services, LLC––––Not filed
Ascent Group, LLC––––Not filed
Edgestream Partners, L.P.––––Not filed
Means Investment Co., Inc.––––Not filed
Qtron Investments LLC––––Not filed
Patton Albertson Miller Group, LLC––––Not filed
JB Capital LLC––––Not filed
Quinn Opportunity Partners LLC––––Not filed
Investors Asset Management of Georgia Inc––––Not filed
Cohen Klingenstein LLC––––Not filed
Martingale Asset Management L P––––Not filed
Strategic Investment Advisors––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Simmons Bank––––Not filed
Meridian Wealth Management, LLC––––Not filed
Hager Investment Management Services, LLC––––Not filed
Hanseatic Management Services Inc––––Not filed
Central Trust Co––––Not filed
St Germain D J Co Inc––––Not filed
Bailard, Inc.––––Not filed
Generali Investments CEE, investicni spolecnost, a.s.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Sava Infond d.o.o.––––Not filed
Montag A & Associates Inc––––Not filed
Proffitt & Goodson Inc––––Not filed
Waters Parkerson & Co., LLC––––Not filed
Avestar Capital, LLC––––Not filed
Widmann Financial Services, Inc.––––Not filed
Alliance Private Wealth, LLC––––Not filed
Broadwater Capital Management LLC––––Not filed
FSM Wealth Advisors, LLC––––Not filed
Koshinski Asset Management, Inc.––––Not filed
Havemeyer Place LP––––Not filed
Mount Lucas Management LP––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
GLOBALT Investments LLC––––Not filed
Cliftonlarsonallen Wealth Advisors, LLC––––Not filed
F/M Investments LLC––––Not filed
Vega Investment Solutions––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Forza Wealth Management, LLC––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Smith, Moore & Co.––––Not filed
Westpac Banking Corp––––Not filed
Tectonic Advisors LLC––––Not filed
Personal Cfo Solutions, LLC––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
First United Bank Trust––––Not filed
Persium Advisors, LLC––––Not filed
Greenwood Capital Associates LLC––––Not filed
Boston Private Wealth LLC––––Not filed
Mather Group, LLC.––––Not filed
Newman Dignan & Sheerar, Inc.––––Not filed
XTX Topco Ltd––––Not filed
Sierra Capital LLC––––Not filed
Novem Group––––Not filed
Venture Visionary Partners LLC––––Not filed
Anchor Investment Management, LLC––––Not filed
Mutual Advisors, LLC––––Not filed
Weatherly Asset Management L. P.––––Not filed
Hartford Financial Management Inc.––––Not filed
Albert D Mason Inc––––Not filed
Proficio Capital Partners LLC––––Not filed
Private Trust Co NA––––Not filed
Canal Insurance CO––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Northstar Group, Inc.––––Not filed
MeadowBrook Investment Advisors LLC––––Not filed
Pflug Koory, LLC––––Not filed
Thrive Capital Management, LLC––––Not filed
Mayflower Financial Advisors, LLC––––Not filed
Aurdan Capital Management, LLC––––Not filed
Provident Living Financial Services, Inc.––––Not filed
IFP Advisors, Inc––––Not filed
NCM Capital Management, LLC––––Not filed
IFS Group,LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Ameritas Advisory Services, LLC––––Not filed
SageView Advisory Group, LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Harrell Investment Partners, LLC––––Not filed
Net Worth Advisory Group––––Not filed
RFG Advisory, LLC––––Not filed
Howard Capital Management Inc.––––Not filed
Symmetry Partners, LLC––––Not filed
McDonald Partners LLC––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
Family Legacy, Inc.––––Not filed
Perpetual Ltd––––Not filed
Cove Private Wealth, LLC––––Not filed
Byrne Asset Management LLC––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Generali Investments, Management Co LLC––––Not filed
Blackstone Group Inc.––––Not filed