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Livermore
Livermore
ZHEN

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
Old North State Trust, LLC2,147$222.0K0.11%+2,147New
OneAscent Family Office, LLC2,147$222.1K0.11%+2,147New
Southern Michigan Bank & Trust2,148$222.2K0.08%−78−3.5%Reduced
ELCO Management Co., LLC2,149$222.3K0.10%+2,149New
Drucker Wealth 3.0, LLC2,151$222.5K0.04%+2,151New
Cercano Management LLC2,155$222.9K0.03%+2,155New
SHP Wealth Management2,157$223.1K0.02%+264+13.9%Added
Sagewood Asset Management LP2,160$223.5K0.05%+2,160New
Ullmann Financial Group, Inc.2,162$223.6K0.02%+2,162New
Aries Wealth Management2,170$224.5K0.04%+2,170New
Salomon & Ludwin, LLC2,145$224.8K0.02%00.0%Unchanged
WBI Investments2,174$224.9K0.06%+2,174New
Certified Advisory Corp2,175$225.0K0.02%+2,175New
Stockman Wealth Management, Inc.2,185$226.0K0.02%+2,185New
Swiss Re Ltd2,187$226.2K0.02%+1,860+568.8%Added
NTV Asset Management LLC2,187$226.2K0.02%+2,187New
Plancorp, LLC2,138$226.5K0.01%+2,138New
USAdvisors Wealth Management, LLC2,198$227.0K0.07%+2,198New
Clarion Wealth Managment Partners, LLC2,196$227.2K0.18%+2,196New
Hengehold Capital Management LLC2,200$227.6K0.02%+2,200New
Quantessence Capital LLC2,200$227.6K0.67%+2,200New
WealthCare Investment Partners, LLC2,201$227.7K0.06%+2,201New
Taylor Hoffman Capital Management LLC2,202$227.8K0.06%+2,202New
Institute for Wealth Management, LLC.2,206$228.2K0.02%+2,206New
AXS Investments LLC2,206$228.2K0.06%−444−16.8%Reduced
Seven Mile Advisory2,206$228.2K0.15%+2,206New
Bedel Financial Consulting, Inc.2,209$228.5K0.02%+2,209New
Sheets Smith Wealth Management2,214$229.0K0.02%−6,997−76.0%Reduced
Spirepoint Private Client, LLC2,222$229.9K0.02%+2,222New
KPP Advisory Services LLC2,229$230.6K0.03%+2,229New
Midland Wealth Advisors LLC2,231$230.8K0.01%+2,231New
Storen Legacy Partners, LLC2,242$231.9K0.06%+2,242New
Alpha Financial Advisors, LLC2,244$232.1K0.06%+2,244New
Henrickson Nauta Wealth Advisors, Inc.2,248$232.6K0.06%+2,248New
Beacon Investment Advisors LLC2,250$232.8K0.07%+2,250New
Granite Harbor Advisors, Inc.2,260$233.8K0.09%+2,260New
Rare Wolf Capital LLC2,264$234.2K0.15%−7,395−76.6%Reduced
Relyea Zuckerberg Hanson LLC2,274$235.2K0.02%+2,274New
Crestmont Private Wealth LLC2,278$235.7K0.07%+2,278New
180 Wealth Advisors, LLC2,282$236.1K0.02%+2,282New
Mark Sheptoff Financial Planning, LLC2,283$236.2K0.13%00.0%Unchanged
Oder Investment Management, LLC2,284$236.2K0.16%+2,284New
Fragasso Group Inc.2,290$236.9K0.01%+2,290New
MJP Associates Inc2,293$237.2K0.03%+2,293New
Amara Financial, LLC.2,295$237.4K0.14%−3,337−59.3%Reduced
Strategic Blueprint, LLC2,299$237.8K0.01%+2,299New
Silvia McColl Wealth Management, LLC2,300$237.9K0.14%+2,300New
Nicholas Hoffman & Company, LLC.2,301$238.0K0.01%+2,301New
First Business Financial Services, Inc.2,312$239.2K0.02%+2,312New
Union Savings Bank2,313$239.3K0.10%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,316$239.6K0.02%+86+3.9%Added
Beacon Financial Advisory LLC2,321$240.1K0.05%+2,321New
McElhenny Sheffield Capital Management, LLC2,322$240.2K0.06%+2,322New
Liberty Capital Management, Inc.2,328$240.8K0.04%+2,328New
Westbourne Investments, Inc.2,330$241.0K0.10%+2,330New
Klingman & Associates, LLC2,331$241.1K0.01%−1,345−36.6%Reduced
Drive Wealth Management, LLC2,344$242.5K0.04%+2,344New
Spartan Planning & Wealth Management2,344$242.5K0.16%+2,344New
Biltmore Family Office, LLC2,346$242.7K0.03%+2,346New
Investor's Fiduciary Advisor Network, LLC2,351$243.0K0.08%+2,351New
Up Strategic Wealth Investment Advisors LLC2,452$243.0K0.14%+14+0.6%Added
Mendel Money Management2,357$243.8K0.09%−8,025−77.3%Reduced
Tempus Wealth Planning, LLC2,367$244.9K0.05%+2,367New
Canopy Partners, LLC2,372$245.4K0.07%+2,372New
Laurel Oak Wealth Management, LLC2,386$246.8K0.04%+2,386New
White Pine Capital LLC2,387$246.9K0.06%+2,387New
Morningstar Investment Management LLC3,450$247.8K0.02%00.0%Unchanged
Steel Peak Wealth Management LLC2,397$247.9K0.01%+2,397New
Creative Financial Designs Inc2,399$248.2K0.01%+77+3.3%Added
Somerville Kurt F2,400$248.3K0.06%+2,400New
Guardian Asset Advisors, LLC2,412$249.5K0.12%+2,412New
Bright Futures Wealth Management, LLC.2,414$249.7K0.16%+2,414New
Csenge Advisory Group2,414$249.7K0.01%+2,414New
Parr McKnight Wealth Management Group, LLC2,417$250.0K0.03%+2,417New
Lantern Wealth Advisors, LLC2,419$250.2K0.11%+2,419New
River Street Advisors LLC2,419$250.2K0.07%+2,419New
Quent Capital, LLC2,422$250.6K0.02%+260+12.0%Added
Oak Harvest Investment Services2,425$250.8K0.02%+2,425New
Capital City Trust Co2,426$251.0K0.05%+2,426New
BLB&B Advisors, LLC2,426$251.0K0.01%+2,426New
Medallion Wealth Advisors, LLC2,424$251.0K0.08%−142−5.5%Reduced
Tritonpoint Wealth, LLC2,428$251.2K0.02%+2,428New
First County Bank2,436$252.0K0.12%+2,436New
Ameriflex Group, Inc.2,439$252.3K0.10%+132+5.7%Added
Regent Peak Wealth Advisors LLC2,446$253.0K0.05%+2,446New
Tortoise Investment Management, LLC2,451$253.6K0.02%+2,451New
Arcadia Wealth Management, LLC2,451$253.6K0.08%+2,451New
Greenspring Advisors, LLC2,455$254.0K0.01%+2,455New
Laraway Financial Inc2,456$254.1K0.15%−100−3.9%Reduced
Regatta Capital Group, LLC2,460$254.5K0.03%+2,460New
Caerus Investment Advisors, LLC2,463$254.8K0.09%+2,463New
Quilter Plc2,470$255.5K0.00%+2,470New
Advisortrust Partners, LLC2,473$255.8K0.09%+2,473New
First Heartland Consultants, Inc.2,477$256.2K0.02%+2,477New
State of Wyoming2,481$256.7K0.03%−9,916−80.0%Reduced
Steigerwald, Gordon & Koch Inc.2,481$256.7K0.03%+235+10.5%Added
Holistic Financial Partners2,482$256.8K0.16%−705−22.1%Reduced
Sunburst Financial Group, LLC2,485$257.1K0.04%+2,485New
Hamilton Capital, LLC2,485$257.1K0.01%+2,485New
Avalon Trust Co2,490$257.6K0.02%00.0%Unchanged