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
12
+1 vs. Q2 2026
Shares held
422.5K
−86.3K (−17.0%) vs. Q2 2026
Total value
$36.7M
−$15.9M (−30.2%) vs. Q2 2026
New holders
1
4 more added
Sold out
0
4 more reduced

2,063 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
Longaeva Partners L.P.––––Not filed
Manske Wealth Management––––Not filed
PKO Investment Management Joint-Stock Co––––Not filed
Securian Asset Management, Inc––––Not filed
Exeter Financial, LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Orca Investment Management, LLC––––Not filed
Capital Group Private Client Services, Inc.––––Not filed
Trust Co of Toledo NA––––Not filed
Benedict Financial Advisors Inc––––Not filed
J. Safra Sarasin Holding AG––––Not filed
1832 Asset Management L.P.––––Not filed
Patrick M Sweeney & Associates, Inc––––Not filed
Perigon Wealth Management, LLC––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Spire Wealth Management––––Not filed
Westside Investment Management, Inc.––––Not filed
Vestcor Inc––––Not filed
Flputnam Investment Management Co––––Not filed
Culbertson A N & Co Inc––––Not filed
KCM Investment Advisors LLC––––Not filed
Principal Securities, Inc.––––Not filed
Daytona Street Capital LLC––––Not filed
Woodard & Co Asset Management Group Inc––––Not filed
Atlas Capital Advisors LLC––––Not filed
Allworth Financial LP––––Not filed
Raiffeisen Bank International AG––––Not filed
Pensionmark Financial Group, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Borer Denton & Associates, Inc.––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
Triasima Portfolio Management inc.––––Not filed
Summit Financial, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Independent Advisor Alliance––––Not filed
Resources Management Corp––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
Inlight Wealth Management, LLC––––Not filed
BOCHK Asset Management Ltd––––Not filed
GAMMA Investing LLC––––Not filed
Portside Wealth Group, LLC––––Not filed
Voleon Capital Management LP––––Not filed
Signet Investment Advisory Group, Inc.––––Not filed
Everence Capital Management Inc––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Missouri Trust & Investment Co––––Not filed
Argyle Capital Management Inc.––––Not filed
BCGM Wealth Management, LLC––––Not filed
Metis Global Partners, LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Artemis Investment Management LLP––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Strengthening Families & Communities, LLC––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Mystic Asset Management, Inc.––––Not filed
Citizens Financial Group Inc––––Not filed
Private Management Group Inc––––Not filed
Founders Financial Securities LLC––––Not filed
Nicolet Bankshares Inc––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Searle & Co.––––Not filed
Brookstone Capital Management––––Not filed
Stephens Inc––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
IFG Advisory, LLC––––Not filed
Flagship Capital Management Inc.––––Not filed
Dark Forest Capital Management LP––––Not filed
Trust Co of Vermont––––Not filed
Quadrant Capital Group LLC––––Not filed
Bradley Foster & Sargent Inc––––Not filed
Jacobi Capital Management LLC––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Alerus Financial NA––––Not filed
Stock Yards Bank & Trust Co––––Not filed
Lynch & Associates––––Not filed
Tandem Capital Management Corp––––Not filed
Stolper Co––––Not filed
Wesbanco Bank Inc––––Not filed
Huntington National Bank––––Not filed
Maven Securities LTD––––Not filed
Global Retirement Partners, LLC––––Not filed
Rossmore Private Capital––––Not filed
Keynote Financial Services LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Wealth Intelligence, LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Woodstock Corp––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Aaron Wealth Advisors––––Not filed
Fred Alger Management, LLC––––Not filed
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