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 |
|---|---|---|---|---|---|
| Boreal Capital Management LLC | 451 | $46.7K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 465 | $48.1K | 0.04% | +2+0.4% | Added |
| GoalVest Advisory LLC | 469 | $48.5K | 0.01% | +61+15.0% | Added |
| Fortitude Family Office, LLC | 470 | $48.6K | 0.01% | −23−4.7% | Reduced |
| TD Capital Management LLC | 478 | $49.4K | 0.00% | −100−17.3% | Reduced |
| Battery Global Advisors, LLC | 478 | $49.4K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 483 | $50.0K | 0.02% | +88+22.3% | Added |
| Canton Hathaway, LLC | 487 | $50.3K | 0.01% | +1+0.2% | Added |
| Standard Family Office LLC | 488 | $50.5K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 495 | $51.2K | 0.01% | −50−9.2% | Reduced |
| Gables Capital Management Inc. | 500 | $51.7K | 0.02% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 500 | $51.7K | 0.03% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 501 | $51.8K | 0.04% | +23+4.8% | Added |
| Main Street Group, LTD | 503 | $52.0K | 0.01% | −19−3.6% | Reduced |
| Caldwell Trust Co | 517 | $53.5K | 0.00% | −63−10.9% | Reduced |
| Cornerstone Planning Group LLC | 499 | $53.9K | 0.01% | +45+9.9% | Added |
| VSM Wealth Advisory, LLC | 525 | $54.3K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 525 | $54.3K | 0.03% | −14−2.6% | Reduced |
| Atwood & Palmer Inc | 535 | $55.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 542 | $56.1K | 0.01% | +188+53.1% | Added |
| First Community Trust NA | 562 | $58.1K | 0.03% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 564 | $58.4K | 0.04% | +4+0.7% | Added |
| Gill Capital Partners, LLC | 573 | $59.2K | 0.02% | +1+0.2% | Added |
| Strive Financial Group ,LLC | 582 | $60.2K | 0.03% | −85−12.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 600 | $62.0K | 0.00% | −5,265−89.8% | Reduced |
| Monetary Solutions, Ltd | 600 | $62.1K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 600 | $62.1K | 0.00% | +600 | New |
| Pinnacle Bancorp, Inc. | 606 | $62.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 606 | $62.7K | 0.01% | −21−3.3% | Reduced |
| Delta Asset Management LLC | 611 | $63.3K | 0.01% | −100−14.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 613 | $63.4K | 0.01% | +613 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 615 | $63.7K | 0.00% | −1,148−65.1% | Reduced |
| Prosperity Bancshares Inc | 617 | $63.8K | 0.04% | −74−10.7% | Reduced |
| Tiaa Trust, National Association | 617 | $63.8K | 0.00% | −6−1.0% | Reduced |
| Financial Consulate, Inc | 626 | $64.8K | 0.01% | +57+10.0% | Added |
| Wellington-Altus USA Inc. | 905 | $65.0K | 0.05% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 636 | $65.8K | 0.02% | −1,225−65.8% | Reduced |
| Entrust Financial LLC | 639 | $66.1K | 0.04% | −64−9.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 642 | $66.4K | 0.00% | +6+0.9% | Added |
| First Pacific Financial | 649 | $67.2K | 0.01% | −229−26.1% | Reduced |
| Wolff Wiese Magana LLC | 651 | $67.3K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 653 | $68.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 658 | $68.1K | 0.01% | +22+3.5% | Added |
| SJS Investment Consulting Inc. | 666 | $68.9K | 0.01% | −37−5.3% | Reduced |
| MidFirst Bank | 667 | $69.0K | 0.00% | −33−4.7% | Reduced |
| Financial Life Planners | 668 | $69.1K | 0.04% | +4+0.6% | Added |
| Indiana Trust & Investment Management CO | 680 | $70.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 695 | $71.9K | 0.01% | −257−27.0% | Reduced |
| Action Point Financial Planning, LLC | 706 | $72.4K | 0.01% | +706 | New |
| Financial Perspectives, Inc | 708 | $73.2K | 0.02% | 00.0% | Unchanged |
| Trust Co | 716 | $74.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 734 | $75.9K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 740 | $76.6K | 0.03% | +505+214.9% | Added |
| Piscataqua Savings Bank | 742 | $76.8K | 0.05% | −90−10.8% | Reduced |
| Ares Financial Consulting, LLC | 752 | $77.8K | 0.06% | +36+5.0% | Added |
| West Branch Capital LLC | 756 | $78.2K | 0.02% | +166+28.1% | Added |
| Triumph Capital Management | 776 | $80.3K | 0.01% | +59+8.2% | Added |
| New England Capital Financial Advisors LLC | 788 | $81.5K | 0.02% | −97−11.0% | Reduced |
| Birch Capital Management, LLC | 789 | $81.6K | 0.04% | 00.0% | Unchanged |
| Bayban | 801 | $82.9K | 0.06% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 801 | $82.9K | 0.04% | +101+14.4% | Added |
| RHL Group, LLC | 807 | $83.1K | 0.07% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 800 | $84.2K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 819 | $84.7K | 0.01% | +148+22.1% | Added |
| Capital Advisors, Ltd. LLC | 820 | $85.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 825 | $85.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 878 | $90.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 887 | $91.0K | 0.02% | −51−5.4% | Reduced |
| Bogart Wealth, LLC | 890 | $92.0K | 0.00% | +118+15.3% | Added |
| Clear Street Markets LLC | 896 | $92.7K | 0.02% | −113−11.2% | Reduced |
| Rosenberg Matthew Hamilton | 899 | $93.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 905 | $93.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 910 | $94.1K | 0.01% | −3,527−79.5% | Reduced |
| Financial Network Wealth Advisors LLC | 916 | $94.8K | 0.10% | −140−13.3% | Reduced |
| GW&K Investment Management, LLC | 916 | $95.0K | 0.00% | −20−2.1% | Reduced |
| Millstone Evans Group, LLC | 928 | $96.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 934 | $96.6K | 0.01% | −463−33.1% | Reduced |
| Harbor Investment Advisory, LLC | 935 | $96.7K | 0.01% | +62+7.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 947 | $98.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 954 | $98.0K | 0.02% | −43−4.3% | Reduced |
| West Paces Advisors Inc. | 953 | $98.6K | 0.02% | +953 | New |
| Buck Wealth Strategies, LLC | 955 | $98.8K | 0.01% | +955 | New |
| Glass Jacobson Investment Advisors llc | 968 | $100.1K | 0.03% | +8+0.8% | Added |
| Virtus ETF Advisers LLC | 978 | $101.2K | 0.04% | +178+22.3% | Added |
| Continuum Advisory, LLC | 991 | $102.5K | 0.01% | −79,745−98.8% | Reduced |
| Activest Wealth Management | 998 | $103.2K | 0.02% | +745+294.5% | Added |
| Aberdeen Wealth Management LLC | 1,004 | $103.9K | 0.05% | +1,004 | New |
| Capital Analysts, LLC | 1,012 | $105.0K | 0.00% | −16−1.6% | Reduced |
| Hilton Head Capital Partners, LLC | 1,025 | $106.1K | 0.05% | +3+0.3% | Added |
| Centennial Bank | 1,066 | $110.3K | 0.04% | −500−31.9% | Reduced |
| Silver Grove Financial Group, Inc. | 1,078 | $111.5K | 0.06% | +1,070+13,375.0% | Added |
| True Wealth Design, LLC | 1,085 | $112.2K | 0.03% | −80−6.9% | Reduced |
| First Command Advisory Services, Inc. | 1,098 | $113.6K | 0.00% | +74+7.2% | Added |
| Fountainhead AM, LLC | 1,112 | $115.0K | 0.09% | +1,112 | New |
| Smallwood Wealth Investment Management, LLC | 1,117 | $115.6K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,008 | $117.0K | 0.01% | +1,008 | New |
| CNB Bank | 1,146 | $118.6K | 0.05% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,148 | $118.8K | 0.01% | +7+0.6% | Added |
| Commonwealth Retirement Investments LLC | 1,158 | $119.8K | 0.03% | +1,158 | New |
| Silvant Capital Management LLC | 1,169 | $120.9K | 0.00% | 00.0% | Unchanged |