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 |
|---|---|---|---|---|---|
| Anchor Bay Capital, Inc. | 1,265 | $121.0K | 0.07% | +1,265 | New |
| Heritage Wealth Advisors | 1,200 | $124.1K | 0.00% | +500+71.4% | Added |
| Bruce G. Allen Investments, LLC | 1,215 | $125.7K | 0.08% | −14−1.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,252 | $129.5K | 0.02% | +484+63.0% | Added |
| Bayforest Capital Ltd | 1,268 | $131.2K | 0.12% | −3,546−73.7% | Reduced |
| JPL Wealth Management, LLC | 1,291 | $133.5K | 0.03% | +37+3.0% | Added |
| Tounjian Advisory Partners, LLC | 1,304 | $134.9K | 0.06% | −17,640−93.1% | Reduced |
| Peoples Financial Services Corp. | 1,315 | $136.0K | 0.06% | 00.0% | Unchanged |
| Essential Partners LLC | 1,321 | $136.7K | 0.06% | −106−7.4% | Reduced |
| Sachetta, LLC | 1,333 | $137.9K | 0.07% | +131+10.9% | Added |
| Center for Financial Planning, Inc. | 1,341 | $138.7K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,345 | $139.1K | 0.02% | +448+49.9% | Added |
| Blue Bell Private Wealth Management, LLC | 1,348 | $139.5K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,350 | $139.7K | 0.07% | −157−10.4% | Reduced |
| City Holding Co | 1,360 | $140.7K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,372 | $141.9K | 0.09% | −125−8.4% | Reduced |
| HighMark Wealth Management LLC | 1,374 | $142.2K | 0.05% | +11+0.8% | Added |
| Motco | 1,376 | $142.3K | 0.01% | −30−2.1% | Reduced |
| Loomis Sayles & Co L P | 1,381 | $142.9K | 0.00% | +767+124.9% | Added |
| 1015 Capital Partners, LLC | 1,385 | $143.3K | 0.12% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,391 | $143.9K | 0.07% | +53+4.0% | Added |
| Private Wealth Management Group, LLC | 1,405 | $145.3K | 0.03% | +1,037+281.8% | Added |
| Colonial Trust Co | 1,416 | $146.5K | 0.02% | +64+4.7% | Added |
| Ameliora Wealth Management Ltd. | 1,440 | $149.0K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 1,503 | $155.5K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,516 | $156.8K | 0.02% | +33+2.2% | Added |
| Owl Creek Wealth Partners LLC | 1,523 | $157.6K | 0.05% | +10+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,537 | $160.0K | 0.04% | −298−16.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $162.5K | 0.01% | −600−27.6% | Reduced |
| Johnson Financial Group, Inc. | 1,594 | $164.9K | 0.01% | −30−1.8% | Reduced |
| City State Bank | 1,643 | $170.0K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 22,696 | $175.6K | 0.05% | −303−1.3% | Reduced |
| AlphaCentric Advisors LLC | 1,705 | $176.4K | 0.15% | +90+5.6% | Added |
| Kemnay Advisory Services Inc. | 1,719 | $177.8K | 0.02% | −604−26.0% | Reduced |
| Grove Bank & Trust | 1,720 | $177.9K | 0.02% | −249−12.6% | Reduced |
| Sittner & Nelson, LLC | 1,729 | $178.9K | 0.06% | +22+1.3% | Added |
| Legacy Bridge, LLC | 1,775 | $183.6K | 0.06% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,798 | $186.1K | 0.05% | +14+0.8% | Added |
| Robbins Farley LLC | 1,800 | $186.2K | 0.07% | −200−10.0% | Reduced |
| Evelyn Partners Group Ltd | 1,800 | $186.2K | 0.00% | +1,800 | New |
| Golden State Wealth Management, LLC | 1,805 | $186.7K | 0.02% | +242+15.5% | Added |
| EFG International AG | 1,822 | $188.5K | 0.00% | +859+89.2% | Added |
| Nemes Rush Group LLC | 1,828 | $189.1K | 0.02% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1,833 | $189.6K | 0.13% | +2+0.1% | Added |
| Centaurus Financial, Inc. | 1,902 | $197.0K | 0.01% | +18+1.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,922 | $198.8K | 0.00% | −7−0.4% | Reduced |
| Barings LLC | 1,934 | $200.1K | 0.00% | +1,934 | New |
| Enterprise Financial Services Corp | 1,944 | $201.1K | 0.08% | +1,944 | New |
| Aureus Asset Management, LLC | 1,948 | $201.5K | 0.01% | +1,948 | New |
| Shufro Rose & Co LLC | 1,950 | $201.7K | 0.01% | +1,950 | New |
| Pacific Sage Partners, LLC | 1,951 | $201.8K | 0.03% | +1,951 | New |
| Welch Group, LLC | 1,956 | $202.3K | 0.01% | +1,956 | New |
| Duncker Streett & Co Inc | 1,960 | $202.8K | 0.03% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 1,963 | $203.1K | 0.06% | +1,963 | New |
| Howard Financial Services, Ltd. | 1,967 | $203.5K | 0.02% | +1,967 | New |
| Essential Planning, LLC. | 1,969 | $203.7K | 0.06% | +1,969 | New |
| WealthPlan Investment Management, LLC | 1,972 | $204.0K | 0.01% | +1,972 | New |
| Old Port Advisors | 1,983 | $205.1K | 0.04% | +1,983 | New |
| QTR Family Wealth, LLC | 1,985 | $205.3K | 0.07% | +1,985 | New |
| KLCM Advisors, Inc. | 1,987 | $205.6K | 0.02% | +1,987 | New |
| Chesley Taft & Associates LLC | 1,989 | $205.8K | 0.01% | +1,989 | New |
| OneAscent Wealth Management LLC | 1,990 | $205.9K | 0.06% | +1,990 | New |
| Intellus Advisors LLC | 1,992 | $206.1K | 0.03% | +1,992 | New |
| LeConte Wealth Management, LLC | 1,996 | $206.5K | 0.11% | +1,996 | New |
| Focused Wealth Management, Inc | 1,999 | $206.8K | 0.02% | +1,999 | New |
| ESL Trust Services, LLC | 2,000 | $206.9K | 0.04% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,000 | $206.9K | 0.10% | +2,000 | New |
| Cherokee Insurance Co | 2,000 | $206.9K | 0.08% | +2,000 | New |
| Roble, Belko & Company, Inc | 2,000 | $207.0K | 0.02% | −6−0.3% | Reduced |
| Tower Bridge Advisors | 2,002 | $207.1K | 0.02% | +2,002 | New |
| Valmark Advisers, Inc. | 2,014 | $208.3K | 0.00% | +2,014 | New |
| Balboa Wealth Partners | 2,018 | $208.8K | 0.03% | +2,018 | New |
| Verum Partners LLC | 2,023 | $209.3K | 0.03% | +2,023 | New |
| Caldwell Sutter Capital, Inc. | 2,029 | $209.9K | 0.08% | −15−0.7% | Reduced |
| Lynx Investment Advisory | 2,033 | $210.3K | 0.07% | +2,033 | New |
| Investment Advisory Group, LLC | 2,034 | $210.4K | 0.05% | +2,034 | New |
| Taylor Financial Group, Inc. | 2,034 | $210.4K | 0.12% | +2,034 | New |
| Fort Point Capital Partners LLC | 2,036 | $210.6K | 0.02% | +2,036 | New |
| Vanguard National Trust Co | 2,042 | $211.2K | 0.01% | −653−24.2% | Reduced |
| Marion Wealth Management | 2,045 | $211.6K | 0.04% | +2,045 | New |
| Oxford Financial Group Ltd | 2,045 | $211.6K | 0.01% | +2,045 | New |
| American Trust | 2,053 | $212.4K | 0.02% | +2,053 | New |
| Altfest L J & Co Inc | 2,056 | $212.7K | 0.02% | +2,056 | New |
| Yoffe Investment Management, LLC | 2,057 | $212.8K | 0.24% | +2,057 | New |
| Summit Financial Strategies, Inc. | 2,057 | $212.8K | 0.01% | +2,057 | New |
| Summitry LLC | 2,061 | $213.2K | 0.01% | +2,061 | New |
| Harvest Fund Management Co., Ltd | 2,072 | $214.0K | 0.01% | −108−5.0% | Reduced |
| Forum Financial Management, LP | 2,074 | $214.6K | 0.00% | +2,074 | New |
| Beese Fulmer Investment Management, Inc. | 2,076 | $214.8K | 0.01% | −885−29.9% | Reduced |
| Almanack Investment Partners, LLC. | 2,081 | $215.2K | 0.03% | +2,081 | New |
| Berger Financial Group, Inc | 2,083 | $215.5K | 0.01% | +2,083 | New |
| Mayfair Advisory Group, LLC | 2,009 | $216.4K | 0.07% | +2,009 | New |
| Axxion S.A. | 2,094 | $216.6K | 0.02% | +2,094 | New |
| Capital Asset Advisory Services LLC | 2,112 | $218.5K | 0.01% | +2,112 | New |
| Clean Yield Group | 2,118 | $219.1K | 0.05% | +978+85.8% | Added |
| Riversedge Advisors, LLC | 2,120 | $219.3K | 0.03% | +2,120 | New |
| Chatterton & Associates Inc. | 2,134 | $219.4K | 0.13% | +2,134 | New |
| Nabity-Jensen Investment Management Inc | 2,127 | $220.0K | 0.13% | +2,127 | New |
| Rossby Financial, LCC | 2,141 | $221.5K | 0.04% | −1,319−38.1% | Reduced |
| Jeppson Wealth Management, LLC | 2,144 | $221.8K | 0.07% | +2,144 | New |