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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 11,616 | $1.20M | 0.01% | −127,074−91.6% | Reduced |
| Simmons Bank | 11,614 | $1.20M | 0.07% | +7,604+189.6% | Added |
| Meridian Wealth Management, LLC | 11,604 | $1.20M | 0.04% | +562+5.1% | Added |
| Hager Investment Management Services, LLC | 11,571 | $1.20M | 0.55% | +11,326+4,622.9% | Added |
| Hanseatic Management Services Inc | 11,563 | $1.20M | 0.88% | +795+7.4% | Added |
| Central Trust Co | 11,554 | $1.20M | 0.02% | −2,880−20.0% | Reduced |
| St Germain D J Co Inc | 11,529 | $1.19M | 0.04% | −135−1.2% | Reduced |
| Bailard, Inc. | 11,520 | $1.19M | 0.02% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,500 | $1.19M | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11,471 | $1.19M | 0.05% | −36,328−76.0% | Reduced |
| Sava Infond d.o.o. | 11,450 | $1.18M | 0.08% | +2,000+21.2% | Added |
| Montag A & Associates Inc | 11,418 | $1.18M | 0.05% | +78+0.7% | Added |
| Proffitt & Goodson Inc | 11,407 | $1.18M | 0.16% | −730−6.0% | Reduced |
| Waters Parkerson & Co., LLC | 11,403 | $1.18M | 0.06% | +30.0% | Added |
| Avestar Capital, LLC | 11,285 | $1.17M | 0.07% | +2,796+32.9% | Added |
| Widmann Financial Services, Inc. | 11,271 | $1.17M | 0.63% | +500+4.6% | Added |
| Alliance Private Wealth, LLC | 11,263 | $1.17M | 0.40% | −460−3.9% | Reduced |
| Broadwater Capital Management LLC | 11,210 | $1.16M | 0.84% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 11,184 | $1.16M | 0.12% | +660+6.3% | Added |
| Koshinski Asset Management, Inc. | 11,173 | $1.16M | 0.06% | −673−5.7% | Reduced |
| Havemeyer Place LP | 11,148 | $1.15M | 0.11% | +10,012+881.3% | Added |
| Mount Lucas Management LP | 11,146 | $1.15M | 0.41% | +339+3.1% | Added |
| OpenArc Corporate Advisory, LLC | 11,120 | $1.15M | 0.01% | +5,022+82.4% | Added |
| Kovack Advisors, Inc. | 11,010 | $1.15M | 0.06% | −1,415−11.4% | Reduced |
| GLOBALT Investments LLC | 11,081 | $1.15M | 0.04% | +11,081 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,077 | $1.15M | 0.02% | +11,077 | New |
| F/M Investments LLC | 11,025 | $1.14M | 0.06% | −156−1.4% | Reduced |
| Vega Investment Solutions | 10,997 | $1.14M | 0.16% | +10,113+1,144.0% | Added |
| Ameritas Investment Partners, Inc. | 10,936 | $1.13M | 0.03% | −430−3.8% | Reduced |
| Forza Wealth Management, LLC | 10,914 | $1.13M | 0.35% | +145+1.3% | Added |
| Moneta Group Investment Advisors LLC | 10,910 | $1.13M | 0.01% | +1,641+17.7% | Added |
| Smith, Moore & Co. | 10,885 | $1.13M | 0.07% | −44−0.4% | Reduced |
| Westpac Banking Corp | 10,777 | $1.11M | 0.07% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 10,764 | $1.11M | 0.05% | −37−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 10,757 | $1.11M | 0.16% | −203−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 10,695 | $1.11M | 0.07% | −2,673−20.0% | Reduced |
| First United Bank Trust | 10,547 | $1.09M | 0.31% | −485−4.4% | Reduced |
| Persium Advisors, LLC | 10,547 | $1.09M | 0.71% | +1,033+10.9% | Added |
| Greenwood Capital Associates LLC | 10,544 | $1.09M | 0.11% | −9,235−46.7% | Reduced |
| Boston Private Wealth LLC | 10,523 | $1.09M | 0.07% | −2,087−16.6% | Reduced |
| Mather Group, LLC. | 10,488 | $1.09M | 0.01% | +787+8.1% | Added |
| Newman Dignan & Sheerar, Inc. | 10,424 | $1.08M | 0.21% | −25−0.2% | Reduced |
| XTX Topco Ltd | 10,412 | $1.08M | 0.01% | +10,412 | New |
| Sierra Capital LLC | 10,378 | $1.07M | 0.10% | 00.0% | Unchanged |
| Eastern Bank | 10,374 | $1.07M | 0.02% | +57+0.6% | Added |
| Novem Group | 10,322 | $1.07M | 0.11% | −756−6.8% | Reduced |
| Venture Visionary Partners LLC | 10,185 | $1.05M | 0.03% | +73+0.7% | Added |
| Anchor Investment Management, LLC | 10,174 | $1.05M | 0.08% | +30.0% | Added |
| Mutual Advisors, LLC | 10,161 | $1.05M | 0.02% | −1,701−14.3% | Reduced |
| Weatherly Asset Management L. P. | 10,150 | $1.05M | 0.07% | −209−2.0% | Reduced |
| Hartford Financial Management Inc. | 10,096 | $1.04M | 0.23% | −216−2.1% | Reduced |
| Albert D Mason Inc | 10,076 | $1.04M | 0.59% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,072 | $1.04M | 0.04% | +10,072 | New |
| Private Trust Co NA | 10,047 | $1.04M | 0.08% | −251−2.4% | Reduced |
| Canal Insurance CO | 10,000 | $1.03M | 0.23% | −90,000−90.0% | Reduced |
| Hobbs Group Advisors, LLC | 10,003 | $1.03M | 0.27% | +5,017+100.6% | Added |
| Northstar Group, Inc. | 9,910 | $1.03M | 0.13% | +6+0.1% | Added |
| MeadowBrook Investment Advisors LLC | 9,874 | $1.02M | 0.81% | −215−2.1% | Reduced |
| Pflug Koory, LLC | 9,843 | $1.02M | 0.41% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 9,801 | $1.01M | 0.19% | +86+0.9% | Added |
| Mayflower Financial Advisors, LLC | 9,789 | $1.01M | 0.09% | +361+3.8% | Added |
| Aurdan Capital Management, LLC | 9,700 | $1.00M | 0.25% | −13−0.1% | Reduced |
| Provident Living Financial Services, Inc. | 9,699 | $1.00M | 0.99% | +2,982+44.4% | Added |
| Versant Capital Management, Inc | 9,645 | $997.8K | 0.09% | −1,314−12.0% | Reduced |
| IFP Advisors, Inc | 9,638 | $997.1K | 0.02% | −2,010−17.3% | Reduced |
| NCM Capital Management, LLC | 9,627 | $995.9K | 0.31% | −106−1.1% | Reduced |
| IFS Group,LLC | 9,613 | $994.4K | 1.37% | +631+7.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,611 | $994.3K | 0.01% | −4,079−29.8% | Reduced |
| Ameritas Advisory Services, LLC | 9,601 | $993.2K | 0.02% | +105+1.1% | Added |
| SageView Advisory Group, LLC | 9,591 | $992.2K | 0.03% | −817−7.8% | Reduced |
| Geneos Wealth Management Inc. | 9,580 | $991.0K | 0.02% | −1,248−11.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,543 | $987.2K | 0.01% | +3,578+60.0% | Added |
| Harrell Investment Partners, LLC | 9,542 | $987.1K | 0.21% | −839−8.1% | Reduced |
| Net Worth Advisory Group | 9,526 | $985.5K | 0.25% | −2,222−18.9% | Reduced |
| RFG Advisory, LLC | 9,525 | $985.4K | 0.02% | −9,471−49.9% | Reduced |
| Howard Capital Management Inc. | 9,464 | $979.1K | 0.01% | +5,412+133.6% | Added |
| Symmetry Partners, LLC | 9,463 | $978.9K | 0.05% | +3,656+63.0% | Added |
| McDonald Partners LLC | 9,457 | $978.3K | 0.24% | +9,457 | New |
| Catalytic Wealth RIA, LLC | 9,419 | $974.4K | 0.06% | −202−2.1% | Reduced |
| Boltwood Capital Management | 9,407 | $973.2K | 0.22% | +622+7.1% | Added |
| Family Legacy, Inc. | 9,377 | $970.0K | 0.26% | +157+1.7% | Added |
| Perpetual Ltd | 9,357 | $968.0K | 0.01% | +24+0.3% | Added |
| Cove Private Wealth, LLC | 9,352 | $967.5K | 0.19% | +52+0.6% | Added |
| Byrne Asset Management LLC | 9,350 | $967.3K | 0.53% | −866−8.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,335 | $965.7K | 0.20% | +220+2.4% | Added |
| Generali Investments, Management Co LLC | 9,330 | $965.2K | 0.21% | +2,452+35.6% | Added |
| Blackstone Group Inc. | 9,301 | $962.2K | 0.00% | +9,301 | New |
| Global Financial Private Client, LLC | 9,286 | $960.6K | 0.26% | +171+1.9% | Added |
| Journey Retirement Planning & Investment Management LLC | 9,264 | $958.4K | 0.75% | +155+1.7% | Added |
| Nations Financial Group Inc, | 9,253 | $957.2K | 0.05% | −11,100−54.5% | Reduced |
| Washington Trust Co | 9,234 | $955.2K | 0.03% | −861−8.5% | Reduced |
| Insigneo Advisory Services, LLC | 9,220 | $953.9K | 0.04% | +1,199+14.9% | Added |
| Garrison Point Advisors, LLC | 9,200 | $951.7K | 0.39% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 9,195 | $951.2K | 0.20% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 9,192 | $950.9K | 0.61% | −1,149−11.1% | Reduced |
| Eads & Heald Wealth Management | 9,175 | $949.2K | 0.47% | −1,688−15.5% | Reduced |
| Steadtrust LLC | 9,175 | $949.2K | 0.48% | 00.0% | Unchanged |
| Addison Capital Co | 9,153 | $946.9K | 0.16% | −225−2.4% | Reduced |
| Dakota Wealth Management | 9,139 | $945.4K | 0.02% | −481−5.0% | Reduced |
| Waterloo Capital, L.P. | 9,128 | $944.3K | 0.05% | +1,183+14.9% | Added |