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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, Q2 2026

Institutional positions in CVS Health Corp as of Jun 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

Institutional holders
2,074
+215 vs. Q1 2026
Shares held
1.14B
+36.6M (+3.3%) vs. Q1 2026
Total value
$117.5B
+$38.4B (+48.6%) vs. Q1 2026
New holders
323
781 more added
Sold out
108
736 more reduced

22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 2,074 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 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 heldQ2 2026: $117.5B
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 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2026.

Institutions holding CVS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Elequin Capital LP1$1030.00%+1New
3 Factor Indexing, LLC2$2070.00%−70−97.2%Reduced
Signature Resources Capital Management, LLC2$2070.00%+2New
RMG Wealth Management LLC2$2110.00%00.0%Unchanged
Cordant, Inc.2$2390.00%+2New
Cranbrook Wealth Management, LLC2$2500.00%−298−99.3%Reduced
Highland Investment Advisors LLC3$3100.00%+3New
Bear Mountain Capital, Inc.3$3190.00%00.0%Unchanged
Fairman Group, LLC5$5170.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC6$6210.01%+4+200.0%Added
Tidemark, LLC6$6210.00%+6New
Jackson, Grant Investment Advisers, Inc.7$7240.00%+7New
Breakwater Investment Management8$8280.00%00.0%Unchanged
Noble Wealth Management PBC8$8280.00%+8New
Mosley Wealth Management9$9310.00%+9New
Ulland Investment Advisors, LLC11$1.00K0.00%00.0%Unchanged
Navigoe, LLC13$1.00K0.00%+13New
Seneschal Advisors, LLC11$1.14K0.00%−310−96.6%Reduced
Phillip James Consulting Co.11$1.14K0.00%00.0%Unchanged
Evolution Wealth Management Inc.11$1.14K0.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC12$1.22K0.00%+12New
NorthAvenue LLC12$1.24K0.00%00.0%Unchanged
Bare Financial Services, Inc13$1.34K0.00%−6−31.6%Reduced
Hara Capital LLC14$1.45K0.00%00.0%Unchanged
Caitlin John, LLC15$1.55K0.00%00.0%Unchanged
Albion Financial Group17$1.76K0.00%−43−71.7%Reduced
Trifecta Capital Advisors, LLC18$1.86K0.00%+18New
Halbert Hargrove Global Advisors, LLC18$1.87K0.00%+18New
CKW Financial Group15$2.00K0.00%+15New
Three Bearings Fiduciary Advisors, Inc.20$2.07K0.00%00.0%Unchanged
IMA Wealth, Inc.20$2.07K0.00%+16+400.0%Added
Oakmont Advisory Group, LLC20$2.10K0.00%+20New
Tradewinds Capital Management, LLC23$2.38K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC25$2.59K0.00%+25New
Sims Investment Management, LLC25$2.59K0.00%+25New
Silicon Valley Capital Partners26$2.74K0.00%00.0%Unchanged
Rakuten Securities, Inc.28$2.90K0.00%−55−66.3%Reduced
PayPay Securities Corp28$2.90K0.11%00.0%Unchanged
POM Investment Strategies, LLC29$3.00K0.00%−69−70.4%Reduced
Graney & King, LLC30$3.12K0.00%00.0%Unchanged
PFS Partners, LLC31$3.21K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC31$3.21K0.00%00.0%Unchanged
Quaker Wealth Management, LLC32$3.31K0.00%+6+23.1%Added
Miller Global Investments, LLC34$3.52K0.00%00.0%Unchanged
Tripletail Wealth Management, LLC34$3.56K0.00%00.0%Unchanged
Sunrise Financial Services, LLC35$3.62K0.00%−63−64.3%Reduced
WestEnd Advisors, LLC38$3.93K0.00%+4+11.8%Added
Davis Capital Management38$3.93K0.00%+27+245.5%Added
Fairscale Capital, LLC39$4.04K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.40$4.14K0.00%+40New
SWAN Capital LLC42$4.34K0.00%−436−91.2%Reduced
United Financial Planning Group LLC43$4.45K0.00%00.0%Unchanged
Imprint Wealth LLC45$4.66K0.02%00.0%Unchanged
Key Capital Management, INC45$4.66K0.00%00.0%Unchanged
Fedenia Advisers LLC45$4.66K0.00%+45New
Retirement Wealth Solutions LLC45$4.66K0.00%+22+95.7%Added
Kings Path Partners LLC50$5.17K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$5.17K0.00%+50New
Darwin Advisors, LLC51$5.38K0.00%−10−16.4%Reduced
Old Second National Bank of Aurora52$5.38K0.00%00.0%Unchanged
NVWM, LLC52$5.38K0.00%+5+10.6%Added
American Capital Advisory, LLC54$5.59K0.00%+15+38.5%Added
DecisionPoint Financial, LLC55$5.76K0.00%−3−5.2%Reduced
Sfam, LLC60$6.21K0.01%00.0%Unchanged
Meramec Financial Planners, LLC58$6.21K0.00%00.0%Unchanged
Gleason Group, Inc.62$6.41K0.00%+62New
Foster Dykema Cabot & Partners, LLC63$6.52K0.00%00.0%Unchanged
CrossGen Wealth, LLC63$6.55K0.01%00.0%Unchanged
Aspect Partners, LLC65$6.72K0.00%00.0%Unchanged
Creative Capital Management Investments LLC66$6.83K0.00%+66New
Kozak & Associates, Inc.66$6.90K0.00%+1+1.5%Added
Raleigh Capital Management Inc.67$6.93K0.00%−168−71.5%Reduced
American National Bank70$7.24K0.00%+10+16.7%Added
Nvest Wealth Strategies, Inc.70$7.24K0.00%00.0%Unchanged
Signature Equity Partners, LLC71$7.34K0.00%+12+20.3%Added
NBH Bank73$7.55K0.00%+73New
Robinswood Financial LLC73$7.58K0.00%+1+1.4%Added
Ritter Daniher Financial Advisory LLC73$7.58K0.00%00.0%Unchanged
Hurley Capital, LLC74$7.66K0.00%+1+1.4%Added
N.E.W. Advisory Services LLC75$7.76K0.00%+30+66.7%Added
Planning Strategies Inc.75$7.76K0.00%+75New
High Note Wealth, LLC77$7.97K0.00%+33+75.0%Added
Benson Wealth Management INC78$8.07K0.01%00.0%Unchanged
Allied Private Wealth LLC79$8.25K0.01%+79New
Clark Wealth Partners81$8.38K0.00%+17+26.6%Added
Pin Oak Investment Advisors Inc84$9.00K0.01%+13+18.3%Added
Golden State Equity Partners89$9.21K0.02%−9,687−99.1%Reduced
Marquette Asset Management, LLC90$9.31K0.00%−46−33.8%Reduced
Comprehensive Financial Planning, Inc.91$9.41K0.01%00.0%Unchanged
Abound Wealth Management92$9.51K0.00%−183−66.5%Reduced
Hollencrest Capital Management96$9.88K0.00%−74−43.5%Reduced
Kerr Financial Planning Corp97$9.97K0.01%+1+1.0%Added
Horrell Capital Management, Inc.100$10.3K0.00%00.0%Unchanged
Richardson Capital Management LLC100$10.3K0.00%00.0%Unchanged
Vision Retirement, LLC100$10.3K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC101$10.4K0.01%+28+38.4%Added
Investors Portfolio Services LLC106$11.0K0.01%−330−75.7%Reduced
Penserra Capital Management LLC108$11.0K0.00%+3+2.9%Added
Dynamic Wealth Strategies, LLC107$11.1K0.01%00.0%Unchanged