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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 2,492 | $257.8K | 0.02% | +2,492 | New |
| Agate Pass Investment Management, LLC | 2,493 | $257.9K | 0.10% | +2,493 | New |
| Signal Advisors Wealth, LLC | 2,498 | $258.4K | 0.01% | +2,498 | New |
| HCR Wealth Advisors | 2,498 | $258.4K | 0.02% | +2,498 | New |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $258.6K | 0.04% | +2,500 | New |
| Mason & Associates Inc | 2,500 | $258.6K | 0.04% | +2,500 | New |
| King Luther Capital Management Corp | 2,504 | $259.0K | 0.00% | +2,504 | New |
| Caliber Wealth Management, LLC | 2,511 | $259.7K | 0.03% | −1,139−31.2% | Reduced |
| Kavar Capital Partners Group, LLC | 2,515 | $260.1K | 0.03% | +2,515 | New |
| Daner Wealth Management, LLC | 2,743 | $260.6K | 0.14% | +47+1.7% | Added |
| Tiemann Investment Advisors, LLC | 2,520 | $260.8K | 0.09% | −229−8.3% | Reduced |
| Occidental Asset Management, LLC | 2,524 | $261.1K | 0.03% | +2,524 | New |
| Thrive Wealth Management, LLC | 2,527 | $261.4K | 0.03% | +2,527 | New |
| Signature Estate & Investment Advisors LLC | 2,525 | $261.7K | 0.00% | +2,525 | New |
| McKinley Carter Wealth Services, Inc. | 2,534 | $262.1K | 0.01% | +2,534 | New |
| Post Resch Tallon Group Inc. | 2,540 | $262.8K | 0.18% | +2,540 | New |
| Poinciana Advisors Group, LLC | 2,543 | $263.1K | 0.20% | +2,543 | New |
| Paragon Capital Management Ltd | 2,545 | $263.3K | 0.05% | +2,545 | New |
| Chiron Capital Management, LLC | 2,579 | $266.8K | 0.24% | +2,579 | New |
| Klingenstein Fields & Co LP | 2,580 | $266.9K | 0.01% | −800−23.7% | Reduced |
| VisionPoint Advisory Group, LLC | 2,585 | $267.4K | 0.04% | +2,585 | New |
| Nixon Peabody Trust Co | 2,588 | $267.7K | 0.02% | +2,588 | New |
| Northwest Bancshares, Inc. | 2,592 | $268.1K | 0.05% | +2,592 | New |
| Palisade Asset Management, LLC | 2,599 | $268.9K | 0.02% | +2,599 | New |
| DF Dent & Co Inc | 2,601 | $269.1K | 0.01% | +2,601 | New |
| Colonial Trust Advisors | 2,602 | $269.1K | 0.02% | +202+8.4% | Added |
| Destination Wealth Management | 2,610 | $270.0K | 0.01% | +2,610 | New |
| V2 Financial group LLC | 2,613 | $270.3K | 0.10% | −2,038−43.8% | Reduced |
| Financial & Tax Architects, LLC | 2,621 | $271.2K | 0.06% | +2,621 | New |
| Circle Wealth Management, LLC | 2,634 | $272.5K | 0.00% | +2,634 | New |
| Chapin Davis, Inc. | 2,642 | $273.3K | 0.05% | +2,642 | New |
| Next Level Private LLC | 2,645 | $273.6K | 0.05% | +2,645 | New |
| Cypress Point Wealth Management, LLC | 2,649 | $274.0K | 0.06% | +2,649 | New |
| Charter Trust Co | 2,650 | $274.1K | 0.01% | +2,650 | New |
| 3Chopt Investment Partners, LLC | 2,652 | $274.3K | 0.05% | +2,652 | New |
| WBH Advisory Inc | 2,654 | $274.6K | 0.02% | +2,654 | New |
| Thomasville National Bank | 2,654 | $274.6K | 0.02% | +2,654 | New |
| VeraBank, N.A. | 2,674 | $276.6K | 0.05% | −258−8.8% | Reduced |
| Bullock Wealth Management Group | 2,643 | $277.0K | 0.12% | +16+0.6% | Added |
| Keudell/Morrison Wealth Management | 2,683 | $277.6K | 0.05% | −169−5.9% | Reduced |
| Long Island Wealth Management, Inc. | 2,688 | $278.1K | 0.11% | +2,688 | New |
| Marble Wealth, LLC | 2,690 | $278.3K | 0.04% | +2,690 | New |
| Pennington Partners & Co., LLC | 2,696 | $278.9K | 0.09% | +2,696 | New |
| North Star Asset Management Inc | 2,705 | $279.8K | 0.01% | +2,705 | New |
| Guardian Wealth Advisors, LLC | 2,707 | $280.0K | 0.02% | +2,707 | New |
| TritonPoint Partners, LLC | 2,723 | $281.7K | 0.02% | +2,723 | New |
| T. Rowe Price Investment Management, Inc. | 2,717 | $282.0K | 0.00% | +2,717 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,725 | $282.1K | 0.10% | −39−1.4% | Reduced |
| Kanawha Capital Management LLC | 2,731 | $282.5K | 0.02% | +2,731 | New |
| Sutton Place Investors LLC | 2,736 | $283.0K | 0.14% | +2,736 | New |
| Wealth Architects, LLC | 2,743 | $283.8K | 0.02% | −189−6.4% | Reduced |
| Howe & Rusling Inc | 2,747 | $284.1K | 0.02% | +2,747 | New |
| Magnolia Capital Advisors LLC | 2,750 | $284.5K | 0.05% | +2,750 | New |
| Flatrock Wealth Partners LLC | 2,751 | $284.6K | 0.11% | −374−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 2,759 | $285.4K | 0.01% | +18+0.7% | Added |
| DT Investment Partners, LLC | 2,777 | $287.3K | 0.02% | 00.0% | Unchanged |
| Ewa, LLC | 2,796 | $289.2K | 0.05% | +2,796 | New |
| Berkshire Bank | 2,797 | $289.3K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,803 | $289.9K | 0.05% | +9+0.3% | Added |
| Vantus Wealth LLC | 2,804 | $290.1K | 0.16% | +2,804 | New |
| Y.D. More Investments Ltd | 2,805 | $290.2K | 0.01% | +250+9.8% | Added |
| Meadowbrook Wealth Management, LLC | 2,775 | $290.8K | 0.31% | −1,600−36.6% | Reduced |
| Maia Wealth LLC | 2,828 | $292.6K | 0.04% | −89−3.1% | Reduced |
| MBL Wealth, LLC | 2,839 | $293.7K | 0.02% | +3+0.1% | Added |
| Alpha Family Trust | 2,840 | $293.8K | 0.12% | 00.0% | Unchanged |
| Wealthquest Corp | 2,845 | $294.3K | 0.02% | +2,845 | New |
| Stonebridge Capital Advisors LLC | 2,850 | $294.8K | 0.02% | −225−7.3% | Reduced |
| 1620 Investment Advisors, Inc. | 2,857 | $295.6K | 0.18% | +127+4.7% | Added |
| Clifford Swan Investment Counsel LLC | 2,861 | $295.9K | 0.01% | +2+0.1% | Added |
| Blackston Financial Advisory Group, LLC | 2,867 | $296.6K | 0.17% | −4−0.1% | Reduced |
| Basecamp Wealth Advisors LLC | 2,867 | $296.6K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,885 | $298.4K | 0.04% | +8+0.3% | Added |
| Abel Hall, LLC | 2,886 | $298.6K | 0.05% | +2,886 | New |
| Cape Investment Advisory, Inc. | 2,895 | $299.5K | 0.08% | +2,895 | New |
| FDx Advisors, Inc. | 2,902 | $300.0K | 0.09% | +2,902 | New |
| Middleton & Co Inc | 2,900 | $300.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 2,901 | $300.1K | 0.01% | −1,094−27.4% | Reduced |
| Traphagen Investment Advisors LLC | 2,904 | $300.4K | 0.02% | +3+0.1% | Added |
| Genesis Private Wealth, LLC | 2,905 | $300.6K | 0.08% | +2,905 | New |
| Compagnie Lombard Odier SCmA | 2,932 | $303.3K | 0.00% | +212+7.8% | Added |
| SBI Securities Co., Ltd. | 2,935 | $303.6K | 0.01% | −129−4.2% | Reduced |
| Great Valley Advisor Group, Inc. | 2,935 | $303.7K | 0.00% | +2,935 | New |
| Secure Asset Management, LLC | 2,942 | $304.3K | 0.04% | −891−23.2% | Reduced |
| Sepio Capital, LP | 2,944 | $304.6K | 0.02% | −112−3.7% | Reduced |
| Fiduciary Group LLC | 2,954 | $305.6K | 0.02% | −7−0.2% | Reduced |
| GK Wealth Management LLC | 2,964 | $306.7K | 0.19% | +2,964 | New |
| Ignite Planners, LLC | 2,968 | $307.0K | 0.04% | +2,968 | New |
| Sigma Investment Counselors Inc | 2,972 | $307.5K | 0.01% | +2,972 | New |
| Lighthouse Financial LLC | 2,979 | $308.2K | 0.16% | 00.0% | Unchanged |
| Matisse Capital | 2,990 | $309.3K | 0.12% | +2,990 | New |
| Quadcap Wealth Management, LLC | 2,993 | $309.6K | 0.03% | +2,993 | New |
| Lincoln Capital Corp | 3,000 | $310.4K | 0.10% | −1,000−25.0% | Reduced |
| Vawter Financial, Ltd. | 3,000 | $310.4K | 0.12% | 00.0% | Unchanged |
| American National Bank of Texas | 3,000 | $310.4K | 0.28% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,010 | $311.4K | 0.08% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,013 | $311.7K | 0.02% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 3,032 | $313.7K | 0.16% | +3,032 | New |
| Acorns Advisers, LLC | 3,036 | $314.0K | 0.00% | −373−10.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,039 | $314.4K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,048 | $315.0K | 0.00% | −527−14.7% | Reduced |