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 |
|---|---|---|---|---|---|
| Texas Bank & Trust Co | 3,062 | $316.8K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,070 | $317.6K | 0.06% | −142−4.4% | Reduced |
| Werba Rubin Papier Wealth Management | 3,090 | $319.7K | 0.04% | +3,090 | New |
| Resurgent Financial Advisors LLC | 3,093 | $320.0K | 0.09% | −455−12.8% | Reduced |
| Sentinel Trust Co Lba | 3,095 | $320.0K | 0.03% | 00.0% | Unchanged |
| Lawood & Co | 3,095 | $320.2K | 0.22% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,102 | $320.9K | 0.01% | +16+0.5% | Added |
| Sound Income Strategies, LLC | 3,106 | $321.4K | 0.01% | +377+13.8% | Added |
| Somerset Trust Co | 3,109 | $321.6K | 0.09% | +9+0.3% | Added |
| First National Bank | 3,110 | $321.7K | 0.13% | −100−3.1% | Reduced |
| Torrey Growth & Income Advisors | 3,100 | $321.9K | 0.11% | −1,610−34.2% | Reduced |
| Great Point Wealth Advisors, LLC | 3,112 | $321.9K | 0.05% | +6+0.2% | Added |
| Matrix Private Capital Group LLC | 3,113 | $322.0K | 0.14% | −784−20.1% | Reduced |
| Banco Santander, S.A. | 3,138 | $324.6K | 0.00% | −1,659−34.6% | Reduced |
| Legacy Advisors, LLC | 3,140 | $324.8K | 0.03% | +3,140 | New |
| Baron Wealth Management LLC | 3,152 | $326.1K | 0.08% | +3,152 | New |
| Peddock Capital Advisors, LLC | 3,154 | $326.3K | 0.07% | +4+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,167 | $327.7K | 0.01% | +3+0.1% | Added |
| Holderness Investments Co | 3,169 | $327.8K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,173 | $328.3K | 0.02% | +331+11.6% | Added |
| Asset Planning,Inc | 3,177 | $328.7K | 0.21% | +232+7.9% | Added |
| HighPoint Advisor Group LLC | 3,191 | $330.1K | 0.01% | −370−10.4% | Reduced |
| Simon Quick Advisors, LLC | 3,191 | $330.1K | 0.01% | +344+12.1% | Added |
| Endeavor Private Wealth, Inc. | 3,197 | $330.7K | 0.08% | −309−8.8% | Reduced |
| JGP Wealth Management, LLC | 3,212 | $332.3K | 0.03% | 00.0% | Unchanged |
| GAM Holding AG | 3,214 | $332.5K | 0.03% | +3,214 | New |
| Topsail Wealth Management, LLC | 3,227 | $333.8K | 0.04% | +73+2.3% | Added |
| First Interstate Bank | 3,238 | $335.0K | 0.02% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 3,238 | $335.0K | 0.04% | +3,238 | New |
| Sentry LLC | 3,239 | $335.1K | 0.09% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 3,285 | $339.8K | 0.07% | −552−14.4% | Reduced |
| Eagle Wealth Strategies LLC | 3,288 | $340.1K | 0.13% | +83+2.6% | Added |
| Wincap Financial LLC | 3,291 | $340.5K | 0.18% | +330+11.1% | Added |
| HBW Advisory Services LLC | 3,293 | $340.7K | 0.03% | −15−0.5% | Reduced |
| Ellis Investment Partners, LLC | 3,293 | $340.7K | 0.05% | −54−1.6% | Reduced |
| Camelot Portfolios, LLC | 3,297 | $341.1K | 0.24% | −47−1.4% | Reduced |
| Center For Asset Management LLC | 3,299 | $341.3K | 0.15% | −68−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $341.4K | 0.07% | +3,300 | New |
| Readystate Asset Management LP | 3,308 | $342.2K | 0.01% | −18,324−84.7% | Reduced |
| Kendall Capital Management | 3,310 | $342.4K | 0.06% | −345−9.4% | Reduced |
| denkapparat Operations GmbH | 3,318 | $343.2K | 0.11% | +3,318 | New |
| S Harris Financial Group, LLC | 3,328 | $344.3K | 0.27% | +138+4.3% | Added |
| Manchester Capital Management LLC | 3,330 | $344.5K | 0.04% | −1,229−27.0% | Reduced |
| Key Financial Inc | 3,332 | $344.7K | 0.06% | −63−1.9% | Reduced |
| Prestige Wealth Management Group LLC | 3,341 | $345.6K | 0.06% | −1,965−37.0% | Reduced |
| One Capital Management, LLC | 4,814 | $345.7K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,353 | $346.9K | 0.02% | −190−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 3,364 | $348.0K | 0.02% | −89−2.6% | Reduced |
| First City Capital Management, Inc. | 3,366 | $348.2K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,366 | $348.2K | 0.06% | −359−9.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,379 | $349.6K | 0.08% | +1,745+106.8% | Added |
| Beverly Hills Private Wealth, LLC | 3,388 | $350.5K | 0.07% | −4,522−57.2% | Reduced |
| Connecticut Wealth Management, LLC | 3,390 | $350.7K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,392 | $350.9K | 0.04% | +310+10.1% | Added |
| Advisor OS, LLC | 3,393 | $351.0K | 0.02% | +61+1.8% | Added |
| Jackson Thornton Asset Management, LLC | 3,397 | $351.4K | 0.03% | −10−0.3% | Reduced |
| BCS Wealth Management | 3,398 | $351.5K | 0.06% | −406−10.7% | Reduced |
| Thompson Davis & Co., Inc. | 3,400 | $351.7K | 0.21% | +3,400 | New |
| Richwood Investment Advisors, LLC | 3,408 | $352.6K | 0.25% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,425 | $354.3K | 0.01% | +634+22.7% | Added |
| Hudson Valley Investment Advisors Inc | 3,434 | $355.3K | 0.04% | −12−0.3% | Reduced |
| Angeles Wealth Management, LLC | 3,443 | $356.2K | 0.02% | +3,443 | New |
| Summit Global Investments | 3,452 | $357.0K | 0.02% | −1,569−31.2% | Reduced |
| AGH Wealth Advisors, LLC | 3,451 | $357.0K | 0.23% | +24+0.7% | Added |
| Van Hulzen Asset Management, LLC | 3,453 | $357.3K | 0.03% | +4+0.1% | Added |
| Anchyra Partners LLC | 3,458 | $357.7K | 0.09% | +3,458 | New |
| Penobscot Investment Management Company, Inc. | 3,461 | $358.0K | 0.02% | +400+13.1% | Added |
| Onefund, LLC | 3,474 | $359.4K | 0.20% | −15−0.4% | Reduced |
| Register Financial Advisors LLC | 3,476 | $359.6K | 0.11% | +5+0.1% | Added |
| CoreCap Advisors, LLC | 3,481 | $360.1K | 0.01% | +139+4.2% | Added |
| American State Bank (Iowa) | 3,501 | $362.2K | 0.15% | −4,290−55.1% | Reduced |
| Johnson Financial Group, LLC | 3,507 | $362.8K | 0.02% | +3,507 | New |
| Western Wealth Management, LLC | 3,509 | $363.1K | 0.01% | −4−0.1% | Reduced |
| Lyell Wealth Management, LP | 3,512 | $363.3K | 0.02% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,513 | $363.5K | 0.08% | −19−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 3,515 | $363.7K | 0.01% | +536+18.0% | Added |
| Fundamentun, LLC | 3,520 | $364.2K | 0.01% | +126+3.7% | Added |
| Nwam LLC | 3,521 | $364.2K | 0.02% | +420+13.5% | Added |
| Vicus Capital | 3,566 | $368.9K | 0.02% | −155−4.2% | Reduced |
| Cadence Wealth Management LLC | 3,579 | $370.2K | 0.17% | −20−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,595 | $371.9K | 0.02% | +430+13.6% | Added |
| ISAM Funds (UK) Ltd | 3,600 | $372.4K | 0.26% | +3,600 | New |
| Sunflower Bank, N.A. | 3,603 | $372.7K | 0.09% | +47+1.3% | Added |
| Carson Advisory Inc. | 3,617 | $374.2K | 0.17% | −1,750−32.6% | Reduced |
| Defined Wealth Management, LLC | 3,620 | $374.5K | 0.19% | +23+0.6% | Added |
| PCB Capital LLC | 3,623 | $374.8K | 0.46% | +105+3.0% | Added |
| Brown Miller Wealth Management, LLC | 3,631 | $375.7K | 0.09% | −381−9.5% | Reduced |
| CVA Family Office, LLC | 3,640 | $376.6K | 0.03% | +138+3.9% | Added |
| Waddell & Associates, LLC | 3,659 | $378.5K | 0.02% | +20+0.5% | Added |
| Crescent Grove Advisors, LLC | 3,676 | $380.3K | 0.03% | −1,530−29.4% | Reduced |
| One Wealth Capital Management, LLC | 3,677 | $380.4K | 0.11% | +3,677 | New |
| Red Door Wealth Management, LLC | 3,679 | $380.6K | 0.03% | +14+0.4% | Added |
| Stonebrook Private Inc. | 3,681 | $380.8K | 0.07% | +48+1.3% | Added |
| Sym Financial Corp | 3,682 | $380.9K | 0.03% | +197+5.7% | Added |
| Hoxton Planning & Management, LLC | 3,687 | $381.4K | 0.10% | +63+1.7% | Added |
| Summit Wealth Group LLC | 3,689 | $381.6K | 0.03% | +3,689 | New |
| WealthBridge Capital Management, LLC | 3,690 | $381.7K | 0.08% | −61−1.6% | Reduced |
| Decision Investments, Inc | 3,704 | $383.2K | 0.35% | −105−2.8% | Reduced |
| Marshall Investment Management, LLC | 3,705 | $383.3K | 0.16% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,706 | $383.4K | 0.05% | +12+0.3% | Added |