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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
Global Financial Private Client, LLC––––Not filed
Journey Retirement Planning & Investment Management LLC––––Not filed
Nations Financial Group Inc,––––Not filed
Washington Trust Co––––Not filed
Insigneo Advisory Services, LLC––––Not filed
Garrison Point Advisors, LLC––––Not filed
Meridian Investment Counsel Inc.––––Not filed
Morey & Quinn Wealth Partners, LLC––––Not filed
Eads & Heald Wealth Management––––Not filed
Steadtrust LLC––––Not filed
Addison Capital Co––––Not filed
Dakota Wealth Management––––Not filed
Waterloo Capital, L.P.––––Not filed
WealthTrust Axiom LLC––––Not filed
United Asset Strategies, Inc.––––Not filed
Prelude Capital Management, LLC––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Capital Management Associates––––Not filed
Change Path, LLC––––Not filed
Peoples Bank––––Not filed
Smith, Salley & Associates––––Not filed
MTM Investment Management, LLC––––Not filed
Brown Wealth Management, LLC––––Not filed
Strategy Asset Managers LLC––––Not filed
Investment House LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Whittier Trust Co––––Not filed
Larson Financial Group LLC––––Not filed
Everett Harris & Co––––Not filed
Choate Investment Advisors––––Not filed
Algert Global LLC––––Not filed
St. Louis Trust Co––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Triangle Securities Wealth Management––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Kera Capital Partners, Inc.––––Not filed
Greenfield Savings Bank––––Not filed
Key Client Fiduciary Advisors, LLC––––Not filed
Modern Wealth Management, LLC––––Not filed
Heritage Investors Management Corp––––Not filed
MCF Advisors LLC––––Not filed
Herold Advisors, Inc.––––Not filed
Centiva Capital, LP––––Not filed
Gladstone Institutional Advisory LLC––––Not filed
Benin Management CORP––––Not filed
Caisse des Depots Et Consignations––––Not filed
VestGen Advisors, LLC––––Not filed
Spinnaker Trust––––Not filed
NBC Securities, Inc.––––Not filed
Supplemental Annuity Collective Trust of NJ––––Not filed
Essex LLC––––Not filed
Silverlake Wealth Management LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Burns Matteson Capital Management, LLC––––Not filed
Optimize Financial Inc––––Not filed
Sound Capital Solutions LLC––––Not filed
Insight Inv LLC––––Not filed
ARS Wealth Advisors Group, LLC––––Not filed
Leigh Baldwin & Co., LLC––––Not filed
Snowwater Investment Partners, LLC––––Not filed
Aso Group Ltd––––Not filed
Generali Investments Towarzystwo Funduszy Inwestycyjnych––––Not filed
Indivisible Partners––––Not filed
Vaughan & Co Securities, Inc.––––Not filed
Counterpoint Mutual Funds LLC––––Not filed
Chesapeake Capital Corp––––Not filed
Hilltop Holdings Inc.––––Not filed
Quotient Wealth Partners, LLC––––Not filed
Pettee Investors, Inc.––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
E Fund Management Co., Ltd.––––Not filed
Summit Financial Wealth Advisors, LLC––––Not filed
Turtle Creek Wealth Advisors, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
MONECO Advisors, LLC––––Not filed
Focus Financial Network, Inc.––––Not filed
BCU Wealth Advisors, LLC––––Not filed
Diligent Investors, LLC––––Not filed
Ballentine Partners, LLC––––Not filed
NorthRock Partners, LLC––––Not filed
Miracle Mile Advisors, LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Elyxium Wealth, LLC––––Not filed
CWA Asset Management Group, LLC––––Not filed
Davidson Trust Co––––Not filed
Annis Gardner Whiting Capital Advisors, LLC––––Not filed
Centennial Wealth Advisory LLC––––Not filed
Citizens Business Bank––––Not filed
Wealth Alliance––––Not filed
Riggs Asset Managment Co. Inc.––––Not filed
Beaton Management Co. Inc.––––Not filed
Grimes & Company, Inc.––––Not filed
Mission Wealth Management, LP––––Not filed
Ashton Thomas Securities, LLC––––Not filed
Crews Bank & Trust––––Not filed
Avidian Wealth Solutions, LLC––––Not filed
Financiere des Professionnels - Fonds d,investissement inc.––––Not filed
Aprio Wealth Management, LLC––––Not filed
Everhart Financial Group, Inc.––––Not filed