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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,074 | $117.5B |
| Q1 2026 | 1,881 | $79.4B |
| Q4 2025 | 1,950 | $89.8B |
| Q3 2025 | 1,838 | $82.5B |
| Q2 2025 | 1,760 | $75.6B |
| Q1 2025 | 1,755 | $73.3B |
| Q4 2024 | 1,674 | $47.1B |
| Q3 2024 | 1,848 | $63.9B |
| Q2 2024 | 1,918 | $60.6B |
| Q1 2024 | 2,184 | $80.1B |
| Q4 2023 | 2,265 | $80.4B |
| Q3 2023 | 2,121 | $70.0B |
| Q2 2023 | 2,211 | $68.9B |
| Q1 2023 | 2,276 | $74.2B |
| Q4 2022 | 2,412 | $95.7B |
| Q3 2022 | 2,331 | $98.9B |
| Q2 2022 | 2,312 | $95.5B |
| Q1 2022 | 2,368 | $104.3B |
| Q4 2021 | 2,346 | $106.3B |
| Q3 2021 | 2,077 | $86.5B |
| Q2 2021 | 2,068 | $85.0B |
| Q1 2021 | 2,034 | $74.9B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 9,526 | $985.5K | 0.25% | −2,222−18.9% | Reduced |
| Harrell Investment Partners, LLC | 9,542 | $987.1K | 0.21% | −839−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,543 | $987.2K | 0.01% | +3,578+60.0% | Added |
| Geneos Wealth Management Inc. | 9,580 | $991.0K | 0.02% | −1,248−11.5% | Reduced |
| SageView Advisory Group, LLC | 9,591 | $992.2K | 0.03% | −817−7.8% | Reduced |
| Ameritas Advisory Services, LLC | 9,601 | $993.2K | 0.02% | +105+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,611 | $994.3K | 0.01% | −4,079−29.8% | Reduced |
| IFS Group,LLC | 9,613 | $994.4K | 1.37% | +631+7.0% | Added |
| NCM Capital Management, LLC | 9,627 | $995.9K | 0.31% | −106−1.1% | Reduced |
| IFP Advisors, Inc | 9,638 | $997.1K | 0.02% | −2,010−17.3% | Reduced |
| Versant Capital Management, Inc | 9,645 | $997.8K | 0.09% | −1,314−12.0% | Reduced |
| Provident Living Financial Services, Inc. | 9,699 | $1.00M | 0.99% | +2,982+44.4% | Added |
| Aurdan Capital Management, LLC | 9,700 | $1.00M | 0.25% | −13−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,789 | $1.01M | 0.09% | +361+3.8% | Added |
| Thrive Capital Management, LLC | 9,801 | $1.01M | 0.19% | +86+0.9% | Added |
| Pflug Koory, LLC | 9,843 | $1.02M | 0.41% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 9,874 | $1.02M | 0.81% | −215−2.1% | Reduced |
| Northstar Group, Inc. | 9,910 | $1.03M | 0.13% | +6+0.1% | Added |
| Hobbs Group Advisors, LLC | 10,003 | $1.03M | 0.27% | +5,017+100.6% | Added |
| Canal Insurance CO | 10,000 | $1.03M | 0.23% | −90,000−90.0% | Reduced |
| Private Trust Co NA | 10,047 | $1.04M | 0.08% | −251−2.4% | Reduced |
| Proficio Capital Partners LLC | 10,072 | $1.04M | 0.04% | +10,072 | New |
| Albert D Mason Inc | 10,076 | $1.04M | 0.59% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10,096 | $1.04M | 0.23% | −216−2.1% | Reduced |
| Weatherly Asset Management L. P. | 10,150 | $1.05M | 0.07% | −209−2.0% | Reduced |
| Mutual Advisors, LLC | 10,161 | $1.05M | 0.02% | −1,701−14.3% | Reduced |
| Anchor Investment Management, LLC | 10,174 | $1.05M | 0.08% | +30.0% | Added |
| Venture Visionary Partners LLC | 10,185 | $1.05M | 0.03% | +73+0.7% | Added |
| Novem Group | 10,322 | $1.07M | 0.11% | −756−6.8% | Reduced |
| Eastern Bank | 10,374 | $1.07M | 0.02% | +57+0.6% | Added |
| Sierra Capital LLC | 10,378 | $1.07M | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,412 | $1.08M | 0.01% | +10,412 | New |
| Newman Dignan & Sheerar, Inc. | 10,424 | $1.08M | 0.21% | −25−0.2% | Reduced |
| Mather Group, LLC. | 10,488 | $1.09M | 0.01% | +787+8.1% | Added |
| Boston Private Wealth LLC | 10,523 | $1.09M | 0.07% | −2,087−16.6% | Reduced |
| Greenwood Capital Associates LLC | 10,544 | $1.09M | 0.11% | −9,235−46.7% | Reduced |
| First United Bank Trust | 10,547 | $1.09M | 0.31% | −485−4.4% | Reduced |
| Persium Advisors, LLC | 10,547 | $1.09M | 0.71% | +1,033+10.9% | Added |
| Capital Investment Advisory Services, LLC | 10,695 | $1.11M | 0.07% | −2,673−20.0% | Reduced |
| Personal Cfo Solutions, LLC | 10,757 | $1.11M | 0.16% | −203−1.9% | Reduced |
| Tectonic Advisors LLC | 10,764 | $1.11M | 0.05% | −37−0.3% | Reduced |
| Westpac Banking Corp | 10,777 | $1.11M | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,885 | $1.13M | 0.07% | −44−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 10,910 | $1.13M | 0.01% | +1,641+17.7% | Added |
| Forza Wealth Management, LLC | 10,914 | $1.13M | 0.35% | +145+1.3% | Added |
| Ameritas Investment Partners, Inc. | 10,936 | $1.13M | 0.03% | −430−3.8% | Reduced |
| Vega Investment Solutions | 10,997 | $1.14M | 0.16% | +10,113+1,144.0% | Added |
| F/M Investments LLC | 11,025 | $1.14M | 0.06% | −156−1.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,077 | $1.15M | 0.02% | +11,077 | New |
| GLOBALT Investments LLC | 11,081 | $1.15M | 0.04% | +11,081 | New |
| Kovack Advisors, Inc. | 11,010 | $1.15M | 0.06% | −1,415−11.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 11,120 | $1.15M | 0.01% | +5,022+82.4% | Added |
| Mount Lucas Management LP | 11,146 | $1.15M | 0.41% | +339+3.1% | Added |
| Havemeyer Place LP | 11,148 | $1.15M | 0.11% | +10,012+881.3% | Added |
| Koshinski Asset Management, Inc. | 11,173 | $1.16M | 0.06% | −673−5.7% | Reduced |
| FSM Wealth Advisors, LLC | 11,184 | $1.16M | 0.12% | +660+6.3% | Added |
| Broadwater Capital Management LLC | 11,210 | $1.16M | 0.84% | 00.0% | Unchanged |
| Alliance Private Wealth, LLC | 11,263 | $1.17M | 0.40% | −460−3.9% | Reduced |
| Widmann Financial Services, Inc. | 11,271 | $1.17M | 0.63% | +500+4.6% | Added |
| Avestar Capital, LLC | 11,285 | $1.17M | 0.07% | +2,796+32.9% | Added |
| Waters Parkerson & Co., LLC | 11,403 | $1.18M | 0.06% | +30.0% | Added |
| Proffitt & Goodson Inc | 11,407 | $1.18M | 0.16% | −730−6.0% | Reduced |
| Montag A & Associates Inc | 11,418 | $1.18M | 0.05% | +78+0.7% | Added |
| Sava Infond d.o.o. | 11,450 | $1.18M | 0.08% | +2,000+21.2% | Added |
| Banque Cantonale Vaudoise | 11,471 | $1.19M | 0.05% | −36,328−76.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $1.19M | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 11,520 | $1.19M | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 11,529 | $1.19M | 0.04% | −135−1.2% | Reduced |
| Central Trust Co | 11,554 | $1.20M | 0.02% | −2,880−20.0% | Reduced |
| Hanseatic Management Services Inc | 11,563 | $1.20M | 0.88% | +795+7.4% | Added |
| Hager Investment Management Services, LLC | 11,571 | $1.20M | 0.55% | +11,326+4,622.9% | Added |
| Meridian Wealth Management, LLC | 11,604 | $1.20M | 0.04% | +562+5.1% | Added |
| Simmons Bank | 11,614 | $1.20M | 0.07% | +7,604+189.6% | Added |
| ExodusPoint Capital Management, LP | 11,616 | $1.20M | 0.01% | −127,074−91.6% | Reduced |
| Strategic Investment Advisors | 11,640 | $1.20M | 0.07% | +1,899+19.5% | Added |
| Martingale Asset Management L P | 11,692 | $1.21M | 0.03% | +4,780+69.2% | Added |
| Cohen Klingenstein LLC | 11,700 | $1.21M | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 11,734 | $1.21M | 0.42% | +606+5.4% | Added |
| Quinn Opportunity Partners LLC | 11,756 | $1.22M | 0.06% | −69,743−85.6% | Reduced |
| JB Capital LLC | 11,814 | $1.22M | 0.04% | +1,235+11.7% | Added |
| Patton Albertson Miller Group, LLC | 11,831 | $1.22M | 0.12% | +78+0.7% | Added |
| Qtron Investments LLC | 11,844 | $1.23M | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 11,847 | $1.23M | 0.09% | +34+0.3% | Added |
| Edgestream Partners, L.P. | 11,862 | $1.23M | 0.04% | +2,720+29.8% | Added |
| Ascent Group, LLC | 11,879 | $1.23M | 0.04% | +2,672+29.0% | Added |
| PKS Advisory Services, LLC | 11,966 | $1.24M | 0.20% | +11,966 | New |
| Agp Franklin, LLC | 11,972 | $1.24M | 0.54% | +409+3.5% | Added |
| Visionary Wealth Advisors | 11,986 | $1.24M | 0.05% | −437−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 11,997 | $1.24M | 0.02% | +11,997 | New |
| Cigna Investments Inc | 12,022 | $1.24M | 0.16% | +57+0.5% | Added |
| TCI Wealth Advisors, Inc. | 12,053 | $1.25M | 0.05% | −1,213−9.1% | Reduced |
| 1st Source Bank | 12,061 | $1.25M | 0.06% | −646−5.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,135 | $1.26M | 0.27% | −1,298−9.7% | Reduced |
| Picton Mahoney Asset Management | 12,171 | $1.26M | 0.01% | +12,171 | New |
| Monetary Management Group Inc | 12,250 | $1.27M | 0.26% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 12,256 | $1.27M | 0.48% | −149−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 12,282 | $1.27M | 0.09% | +2,444+24.8% | Added |
| Prime Capital Investment Advisors, LLC | 12,319 | $1.27M | 0.01% | −1,401−10.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,400 | $1.28M | 0.23% | −457−3.6% | Reduced |
| LRI Investments, LLC | 12,441 | $1.29M | 0.10% | +68+0.5% | Added |