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 |
|---|---|---|---|---|---|
| Financial Advisors Network, Inc. | 3,707 | $383.5K | 0.05% | +333+9.9% | Added |
| International Private Wealth Advisors LLC | 3,710 | $383.8K | 0.20% | −1,394−27.3% | Reduced |
| Triad Wealth Partners, LLC | 3,671 | $386.8K | 0.02% | +110+3.1% | Added |
| Independence Bank of Kentucky | 3,752 | $388.1K | 0.04% | −52−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,755 | $388.5K | 0.03% | +1,295+52.6% | Added |
| Income Insurance Ltd | 3,758 | $388.8K | 0.23% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,784 | $391.5K | 0.20% | 00.0% | Unchanged |
| MW Advisory, LLC | 3,792 | $392.3K | 0.16% | +3,792 | New |
| Moss Adams Wealth Advisors LLC | 3,792 | $392.3K | 0.02% | +542+16.7% | Added |
| Landaas & Co | 3,794 | $392.5K | 0.07% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,797 | $393.0K | 0.18% | −140−3.6% | Reduced |
| Ancora Advisors, LLC | 3,825 | $395.7K | 0.01% | −1,852−32.6% | Reduced |
| Virtu Financial LLC | 3,829 | $396.0K | 0.01% | +891+30.3% | Added |
| Compass Wealth Management LLC | 3,834 | $396.6K | 0.08% | +3,834 | New |
| Kestra Investment Management, LLC | 3,845 | $397.8K | 0.01% | −1,386−26.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,684 | $398.2K | 0.13% | −25−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,852 | $398.6K | 0.01% | +4+0.1% | Added |
| Berkshire Asset Management LLC | 3,862 | $399.5K | 0.02% | +414+12.0% | Added |
| Silver Oak Securities, Inc | 3,867 | $400.1K | 0.02% | +339+9.6% | Added |
| Luken Investment Analytics, LLC | 3,881 | $401.5K | 0.14% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,883 | $401.7K | 0.02% | −27,755−87.7% | Reduced |
| LGT Group Foundation | 3,883 | $401.7K | 0.00% | −585−13.1% | Reduced |
| Main Street Financial Solutions, LLC | 3,890 | $402.4K | 0.03% | +750+23.9% | Added |
| Center for Wealth Management Advisory | 3,893 | $402.8K | 0.25% | +14+0.4% | Added |
| Fell Capital Management | 3,900 | $403.5K | 0.34% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3,914 | $404.9K | 0.31% | +2+0.1% | Added |
| Cromwell Holdings LLC | 3,928 | $406.4K | 0.18% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 3,943 | $407.9K | 0.19% | +178+4.7% | Added |
| Resolute Capital, LLC | 3,957 | $409.4K | 0.14% | +152+4.0% | Added |
| Wallace Advisory Group, LLC | 3,960 | $409.7K | 0.39% | −805−16.9% | Reduced |
| Lesa Sroufe & Co | 3,965 | $410.0K | 0.29% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 3,966 | $410.3K | 0.31% | −503−11.3% | Reduced |
| Axiom Financial Strategies, LLC | 3,977 | $411.4K | 0.13% | +55+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 3,978 | $411.5K | 0.01% | −1,020−20.4% | Reduced |
| Optivise Advisory Services LLC | 3,993 | $413.0K | 0.21% | +7+0.2% | Added |
| Plimoth Trust Co LLC | 3,993 | $413.1K | 0.08% | −266−6.2% | Reduced |
| JNBA Financial Advisors | 3,998 | $413.5K | 0.03% | −293−6.8% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $413.8K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,005 | $414.3K | 0.17% | −23−0.6% | Reduced |
| Eagle Strategies LLC | 4,022 | $416.1K | 0.04% | +126+3.2% | Added |
| Tompkins Financial Corp | 4,027 | $416.6K | 0.03% | −211−5.0% | Reduced |
| Ballast Advisors LLC | 4,042 | $418.1K | 0.10% | −41−1.0% | Reduced |
| German American Bancorp, Inc. | 4,048 | $418.8K | 0.03% | −927−18.6% | Reduced |
| Bull Harbor Capital LLC | 4,050 | $419.0K | 0.08% | −756−15.7% | Reduced |
| New Republic Capital, LLC | 4,054 | $419.4K | 0.10% | +973+31.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,058 | $419.8K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 4,058 | $419.8K | 0.02% | +1,058+35.3% | Added |
| Founders Financial Alliance, LLC | 4,067 | $420.8K | 0.06% | −5,667−58.2% | Reduced |
| BCJ Capital Management, LLC | 4,069 | $420.9K | 0.02% | −295−6.8% | Reduced |
| Sienna Gestion | 4,024 | $421.5K | 0.02% | +4,024 | New |
| BridgePort Financial Solutions, LLC | 4,076 | $421.7K | 0.11% | −61−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,092 | $423.3K | 0.03% | −145−3.4% | Reduced |
| Fortis Advisors, LLC | 4,100 | $424.1K | 0.20% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 4,110 | $425.2K | 0.01% | +207+5.3% | Added |
| Granite Islands Private Wealth, LLC | 4,130 | $425.6K | 0.31% | +220+5.6% | Added |
| Pekin Hardy Strauss, Inc. | 4,125 | $426.7K | 0.04% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 4,133 | $427.5K | 0.13% | −79−1.9% | Reduced |
| Massmutual Trust Co FSB | 4,135 | $427.8K | 0.01% | +330+8.7% | Added |
| Mission Creek Capital Partners, Inc. | 6,985 | $428.7K | 0.08% | +1,027+17.2% | Added |
| Elevated Capital Advisors, LLC | 4,145 | $428.8K | 0.12% | −5,863−58.6% | Reduced |
| Waldron Private Wealth LLC | 4,150 | $429.3K | 0.01% | −344−7.7% | Reduced |
| Plan Group Financial, LLC | 4,165 | $430.8K | 0.09% | −366−8.1% | Reduced |
| City Center Advisors, LLC | 4,175 | $432.0K | 0.35% | −399−8.7% | Reduced |
| LexAurum Advisors, LLC | 4,215 | $436.0K | 0.05% | −318−7.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,226 | $437.2K | 0.02% | −681−13.9% | Reduced |
| Nilsine Partners, LLC | 4,244 | $439.0K | 0.03% | +335+8.6% | Added |
| US Asset Management LLC | 4,257 | $440.4K | 0.34% | +17+0.4% | Added |
| Pine Haven Investment Counsel, Inc | 4,261 | $440.8K | 0.30% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,262 | $440.9K | 0.06% | +3,458+430.1% | Added |
| USA Financial Formulas | 4,264 | $441.1K | 0.08% | +4,264 | New |
| Birchbrook, Inc. | 4,265 | $441.2K | 0.21% | −1,256−22.7% | Reduced |
| Cambient Family Office, LLC | 4,277 | $442.4K | 0.05% | +4,277 | New |
| Clayton Financial Group LLC | 4,280 | $442.8K | 0.24% | −221−4.9% | Reduced |
| Aviance Capital Partners, LLC | 4,300 | $444.8K | 0.05% | +302+7.6% | Added |
| North Star Investment Management Corp. | 4,306 | $445.5K | 0.02% | +11+0.3% | Added |
| Winthrop Advisory Group LLC | 4,307 | $445.5K | 0.03% | +208+5.1% | Added |
| Diversified Enterprises, LLC | 4,315 | $446.4K | 0.02% | −114−2.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,315 | $446.4K | 0.03% | +13+0.3% | Added |
| GW Henssler & Associates Ltd | 4,327 | $447.6K | 0.02% | +7+0.2% | Added |
| Aspire Growth Partners LLC | 4,334 | $448.4K | 0.26% | −333−7.1% | Reduced |
| McAdam, LLC | 4,352 | $450.2K | 0.02% | +555+14.6% | Added |
| Community Bank, N.A. | 4,361 | $451.1K | 0.05% | +761+21.1% | Added |
| Southern Financial Group, LLC | 4,365 | $451.6K | 0.12% | +29+0.7% | Added |
| Vista Private Wealth Partners. LLC | 4,650 | $451.8K | 0.15% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,377 | $452.8K | 0.03% | +321+7.9% | Added |
| Prosperity Consulting Group, LLC | 4,382 | $453.3K | 0.02% | +4,382 | New |
| 55 North Private Wealth, LLC | 4,401 | $455.3K | 0.09% | +971+28.3% | Added |
| Basepoint Wealth LLC | 4,403 | $455.5K | 0.26% | −120−2.7% | Reduced |
| Compass Ion Advisors, LLC | 4,408 | $456.0K | 0.04% | +352+8.7% | Added |
| TIAA Wealth Investment Management LLC | 4,412 | $456.5K | 0.00% | −393−8.2% | Reduced |
| SmartHarvest Portfolios, LLC | 4,416 | $456.8K | 0.15% | +1,390+45.9% | Added |
| Mma Asset Management LLC | 4,435 | $458.8K | 0.15% | −68−1.5% | Reduced |
| First Western Trust Bank | 4,454 | $460.8K | 0.02% | −243−5.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,486 | $464.0K | 0.05% | −112−2.4% | Reduced |
| TRB Wealth Management, LLC | 4,490 | $464.5K | 0.06% | +530+13.4% | Added |
| Ronald Blue Trust, Inc. | 4,497 | $465.3K | 0.00% | −248−5.2% | Reduced |
| Lifeworks Advisors, LLC | 4,512 | $466.8K | 0.05% | −1,227−21.4% | Reduced |
| Cladis Investment Advisory, LLC | 4,516 | $467.2K | 0.22% | +10.0% | Added |
| Keystone Financial Planning, Inc. | 4,521 | $467.7K | 0.12% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,455 | $469.4K | 0.03% | +137+3.2% | Added |