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 |
|---|---|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 4,538 | $469.5K | 0.06% | −19−0.4% | Reduced |
| Ariston Services Group | 4,546 | $470.3K | 0.26% | +4,546 | Added |
| Sargent Investment Group, LLC | 4,549 | $470.6K | 0.06% | +117+2.6% | Added |
| Northeast Investment Management | 4,564 | $472.1K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,592 | $475.0K | 0.18% | +9+0.2% | Added |
| Meridian Financial, LLC | 4,594 | $475.3K | 0.23% | +560+13.9% | Added |
| Athena Investment Management | 4,605 | $476.4K | 0.28% | −1,874−28.9% | Reduced |
| Traub Capital Management LLC | 4,619 | $477.9K | 0.43% | −2,980−39.2% | Reduced |
| Guardian Partners Inc. | 4,622 | $478.1K | 0.04% | +146+3.3% | Added |
| Octavia Wealth Advisors, LLC | 4,639 | $479.9K | 0.04% | −792−14.6% | Reduced |
| Southland Equity Partners LLC | 4,656 | $481.6K | 0.08% | −329−6.6% | Reduced |
| AlTi Global, Inc. | 4,667 | $482.8K | 0.01% | +1,139+32.3% | Added |
| Sterling Wealth Management, Inc. | 4,670 | $483.1K | 0.12% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,617 | $483.5K | 0.03% | +19+0.4% | Added |
| Chase Investment Counsel Corp | 4,680 | $484.0K | 0.10% | +63+1.4% | Added |
| Corsicana & Co. | 4,700 | $486.2K | 0.24% | −245−5.0% | Reduced |
| Icon Wealth Advisors, LLC | 4,711 | $487.4K | 0.03% | +49+1.1% | Added |
| Wealth Watch Advisors, INC | 4,730 | $489.3K | 0.16% | −495−9.5% | Reduced |
| Truvestments Capital LLC | 4,733 | $489.7K | 0.07% | −173−3.5% | Reduced |
| Cullen Capital Management LLC | 4,745 | $490.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,760 | $492.4K | 0.14% | +396+9.1% | Added |
| Ellevest, Inc. | 15,873 | $492.7K | 0.06% | +15,873 | New |
| Tranquility Partners, LLC | 4,771 | $493.6K | 0.17% | −23−0.5% | Reduced |
| WSFS Capital Management, LLC | 4,778 | $494.2K | 0.02% | −225−4.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,786 | $495.2K | 0.01% | −198−4.0% | Reduced |
| Jmac Enterprises LLC | 4,800 | $496.6K | 0.08% | +4,800 | New |
| Boothbay Fund Management, LLC | 4,819 | $498.5K | 0.01% | −24,477−83.6% | Reduced |
| Intrua Financial, LLC | 4,856 | $502.4K | 0.05% | −634−11.5% | Reduced |
| First American Trust, FSB | 4,858 | $502.6K | 0.03% | +53+1.1% | Added |
| Smithfield Trust Co | 4,878 | $504.0K | 0.02% | +924+23.4% | Added |
| Lantz Financial LLC | 4,874 | $504.2K | 0.09% | +85+1.8% | Added |
| Interchange Capital Partners, LLC | 4,886 | $505.5K | 0.10% | +4,886 | New |
| Pines Wealth Management, LLC | 4,906 | $507.6K | 0.15% | +477+10.8% | Added |
| Terry L. Blaker | 4,909 | $507.8K | 0.02% | +2,000+68.8% | Added |
| Armis Advisers, LLC | 4,986 | $508.9K | 0.05% | −69−1.4% | Reduced |
| Kathmere Capital Management, LLC | 4,947 | $511.8K | 0.03% | −6−0.1% | Reduced |
| RiverFront Investment Group, LLC | 4,956 | $512.7K | 0.01% | +1,920+63.2% | Added |
| Shah Wealth Advisors, LLC | 4,967 | $513.8K | 0.12% | +4,967 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,969 | $514.0K | 0.03% | +922+22.8% | Added |
| Banque Transatlantique SA | 4,979 | $515.1K | 0.01% | −149−2.9% | Reduced |
| Regal Investment Advisors LLC | 4,981 | $515.3K | 0.03% | +35+0.7% | Added |
| Sunpointe, LLC | 4,984 | $515.6K | 0.15% | +119+2.4% | Added |
| Bank Hapoalim BM | 5,005 | $518.0K | 0.04% | +359+7.7% | Added |
| Syverson Strege & Co | 5,011 | $518.4K | 0.11% | −159−3.1% | Reduced |
| Alta Advisers Ltd | 5,012 | $518.5K | 0.12% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,013 | $518.6K | 0.06% | +61+1.2% | Added |
| AA Financial Advisors, LLC | 5,027 | $520.0K | 0.06% | +1,726+52.3% | Added |
| Aristeia Capital LLC | 5,035 | $520.9K | 0.01% | −3,031−37.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,081 | $525.6K | 0.15% | +57+1.1% | Added |
| WoodTrust Financial Corp | 5,090 | $526.0K | 0.06% | +5,090 | New |
| YHB Investment Advisors, Inc. | 5,104 | $528.0K | 0.03% | +70+1.4% | Added |
| Accurate Wealth Management, LLC | 5,081 | $529.1K | 0.05% | +621+13.9% | Added |
| Vectors Research Management, LLC | 5,122 | $529.9K | 0.14% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 5,128 | $532.8K | 0.46% | +10.0% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 5,150 | $532.8K | 0.28% | −22−0.4% | Reduced |
| LVW Advisors, LLC | 5,167 | $534.5K | 0.05% | +1,698+48.9% | Added |
| Cito Capital Group, LLC | 5,200 | $538.0K | 0.15% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 5,142 | $538.9K | 0.01% | +949+22.6% | Added |
| Parkside Financial Bank & Trust | 5,211 | $539.1K | 0.04% | +365+7.5% | Added |
| Legacy Capital Wealth Partners, LLC | 5,215 | $539.5K | 0.10% | +70+1.4% | Added |
| MKT Advisors LLC | 5,175 | $539.9K | 0.17% | +19+0.4% | Added |
| Range Advisory, LLC | 5,259 | $544.0K | 0.06% | +5,259 | New |
| Beacon Financial Group | 5,262 | $544.3K | 0.05% | −114−2.1% | Reduced |
| Adirondack Trust Co | 5,269 | $545.1K | 0.16% | −40−0.8% | Reduced |
| HF Advisory Group, LLC | 5,288 | $547.0K | 0.17% | +53+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 5,340 | $552.4K | 0.01% | +842+18.7% | Added |
| B&L Asset Management LLC | 5,342 | $552.6K | 0.19% | +681+14.6% | Added |
| Cambria Investment Management, L.P. | 5,371 | $555.6K | 0.03% | +567+11.8% | Added |
| Root Financial Partners, LLC | 5,374 | $555.9K | 0.02% | −27−0.5% | Reduced |
| Conning Inc. | 5,379 | $556.5K | 0.02% | +608+12.7% | Added |
| Bull Street Advisors, LLC | 5,388 | $557.0K | 0.25% | −155−2.8% | Reduced |
| Atlas Brown,Inc. | 5,386 | $557.1K | 0.15% | +33+0.6% | Added |
| AssuredPartners Investment Advisors, LLC | 5,401 | $558.7K | 0.05% | −370−6.4% | Reduced |
| Rockland Trust Co | 5,450 | $563.8K | 0.02% | −655−10.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,467 | $565.5K | 0.41% | +72+1.3% | Added |
| Empirical Asset Management, LLC | 5,473 | $566.2K | 0.13% | +5,473 | New |
| Belpointe Asset Management LLC | 5,493 | $568.3K | 0.02% | +2,394+77.3% | Added |
| Compass Financial Management LLC | 5,476 | $568.4K | 0.07% | +5,476 | New |
| Allen Capital Group, LLC | 5,542 | $573.3K | 0.05% | +101+1.9% | Added |
| Souders Financial Advisors | 5,545 | $573.6K | 0.06% | +680+14.0% | Added |
| Fiduciary Financial Group, LLC | 5,553 | $574.5K | 0.07% | −55−1.0% | Reduced |
| Westwood Holdings Group Inc. | 5,599 | $579.2K | 0.00% | +5,599 | New |
| Asahi Life Asset Management Co., Ltd. | 5,630 | $582.4K | 0.33% | −908−13.9% | Reduced |
| Platform Technology Partners | 5,665 | $586.1K | 0.10% | −431−7.1% | Reduced |
| Hexagon Capital Partners LLC | 5,672 | $586.7K | 0.08% | −934−14.1% | Reduced |
| First Horizon Corp | 5,690 | $588.6K | 0.02% | +452+8.6% | Added |
| Busey Wealth Management | 5,702 | $589.9K | 0.01% | −109−1.9% | Reduced |
| Everpar Advisors LLC | 5,756 | $595.5K | 0.17% | +83+1.5% | Added |
| Catalyst Financial Partners LLC | 5,760 | $595.9K | 0.06% | +490+9.3% | Added |
| SeaCrest Wealth Management, LLC | 5,765 | $596.4K | 0.07% | −129−2.2% | Reduced |
| North Forty Two & Co. | 5,768 | $596.7K | 0.51% | −500−8.0% | Reduced |
| BCS Private Wealth Management, Inc. | 5,772 | $597.1K | 0.18% | −580−9.1% | Reduced |
| Trust Co of Virginia | 5,775 | $597.4K | 0.05% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 5,778 | $597.7K | 0.50% | +10.0% | Added |
| PDS Planning, Inc | 5,807 | $600.7K | 0.03% | +661+12.8% | Added |
| Auto-Owners Insurance Co | 5,811 | $601.1K | 0.01% | 00.0% | Unchanged |
| Blue Capital, Inc. | 5,819 | $602.0K | 0.38% | −30,562−84.0% | Reduced |
| Rexford Capital Inc | 5,832 | $603.3K | 0.37% | 00.0% | Unchanged |
| Optas, LLC | 5,859 | $606.1K | 0.08% | −316−5.1% | Reduced |
| S-Bank Fund Management Ltd | 5,866 | $606.8K | 0.08% | +5,866 | New |