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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 9,080 | $939.3K | 0.21% | −30−0.3% | Reduced |
| United Asset Strategies, Inc. | 9,057 | $936.9K | 0.07% | −1,517−14.3% | Reduced |
| Prelude Capital Management, LLC | 9,023 | $933.4K | 0.07% | −2,495−21.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,011 | $932.2K | 0.04% | +1,513+20.2% | Added |
| Capital Management Associates | 9,000 | $931.0K | 1.20% | +9,000 | New |
| Change Path, LLC | 8,995 | $930.5K | 0.02% | +1,525+20.4% | Added |
| Peoples Bank | 8,985 | $929.5K | 0.90% | −50−0.6% | Reduced |
| Smith, Salley & Associates | 8,982 | $929.2K | 0.04% | −113−1.2% | Reduced |
| MTM Investment Management, LLC | 8,969 | $927.8K | 0.26% | −516−5.4% | Reduced |
| Brown Wealth Management, LLC | 8,917 | $922.5K | 0.21% | −3,044−25.4% | Reduced |
| Strategy Asset Managers LLC | 8,904 | $921.1K | 0.14% | −40−0.4% | Reduced |
| Investment House LLC | 8,888 | $919.5K | 0.04% | +923+11.6% | Added |
| Dorsey & Whitney Trust CO LLC | 8,835 | $913.9K | 0.04% | +94+1.1% | Added |
| Baker Avenue Asset Management, LP | 8,782 | $908.5K | 0.02% | +1,279+17.0% | Added |
| Whittier Trust Co | 8,845 | $902.9K | 0.01% | +435+5.2% | Added |
| Larson Financial Group LLC | 8,700 | $900.1K | 0.02% | +758+9.5% | Added |
| Everett Harris & Co | 8,693 | $899.3K | 0.01% | −10.0% | Reduced |
| Choate Investment Advisors | 8,692 | $899.2K | 0.02% | +16+0.2% | Added |
| Algert Global LLC | 8,670 | $896.9K | 0.01% | +8,670 | New |
| St. Louis Trust Co | 82,452 | $894.7K | 0.24% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,632 | $893.0K | 0.02% | −1,146−11.7% | Reduced |
| Triangle Securities Wealth Management | 8,559 | $885.4K | 0.18% | −333−3.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,482 | $877.3K | 0.03% | −900−9.6% | Reduced |
| Kera Capital Partners, Inc. | 8,478 | $877.0K | 0.08% | +346+4.3% | Added |
| Greenfield Savings Bank | 8,470 | $876.2K | 0.33% | −806−8.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,454 | $874.6K | 0.25% | +287+3.5% | Added |
| Modern Wealth Management, LLC | 8,446 | $873.7K | 0.01% | +3,416+67.9% | Added |
| Heritage Investors Management Corp | 8,438 | $873.0K | 0.02% | −593−6.6% | Reduced |
| MCF Advisors LLC | 8,375 | $866.4K | 0.03% | +420+5.3% | Added |
| Herold Advisors, Inc. | 8,322 | $864.0K | 0.17% | −1,154−12.2% | Reduced |
| Centiva Capital, LP | 8,348 | $863.6K | 0.03% | −111,741−93.0% | Reduced |
| Gladstone Institutional Advisory LLC | 8,347 | $863.5K | 0.03% | +2,216+36.1% | Added |
| Benin Management CORP | 8,337 | $862.5K | 0.17% | −83−1.0% | Reduced |
| Caisse des Depots Et Consignations | 8,329 | $861.6K | 0.01% | −13,908−62.5% | Reduced |
| VestGen Advisors, LLC | 8,327 | $861.5K | 0.03% | +1,809+27.8% | Added |
| Spinnaker Trust | 8,311 | $859.8K | 0.04% | +23+0.3% | Added |
| NBC Securities, Inc. | 8,196 | $848.0K | 0.06% | −31−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,184 | $846.6K | 0.22% | −411−4.8% | Reduced |
| Essex LLC | 8,183 | $846.6K | 0.13% | −403−4.7% | Reduced |
| Silverlake Wealth Management LLC | 8,159 | $844.1K | 0.16% | −104−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,141 | $842.2K | 0.05% | +5+0.1% | Added |
| Burns Matteson Capital Management, LLC | 8,131 | $841.2K | 0.27% | +397+5.1% | Added |
| Optimize Financial Inc | 8,123 | $840.3K | 0.30% | −28−0.3% | Reduced |
| Sound Capital Solutions LLC | 8,123 | $840.3K | 0.20% | +8,123 | New |
| Insight Inv LLC | 8,115 | $839.5K | 0.40% | −812−9.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 8,050 | $832.8K | 0.07% | +225+2.9% | Added |
| Leigh Baldwin & Co., LLC | 8,022 | $829.8K | 0.45% | −179−2.2% | Reduced |
| Snowwater Investment Partners, LLC | 8,011 | $828.7K | 0.57% | +579+7.8% | Added |
| Aso Group Ltd | 8,000 | $828.0K | 0.35% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,000 | $827.6K | 0.33% | +3,000+60.0% | Added |
| Indivisible Partners | 7,985 | $826.0K | 0.05% | +151+1.9% | Added |
| Vaughan & Co Securities, Inc. | 7,948 | $822.2K | 0.38% | −436−5.2% | Reduced |
| Counterpoint Mutual Funds LLC | 7,941 | $821.5K | 0.08% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 7,919 | $819.2K | 0.44% | −764−8.8% | Reduced |
| Hilltop Holdings Inc. | 7,900 | $817.2K | 0.07% | −49−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 7,890 | $816.2K | 0.02% | +783+11.0% | Added |
| Pettee Investors, Inc. | 7,880 | $815.2K | 0.40% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,867 | $813.9K | 0.10% | +8+0.1% | Added |
| E Fund Management Co., Ltd. | 7,825 | $809.5K | 0.02% | −981−11.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,815 | $808.5K | 0.10% | +328+4.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,795 | $806.4K | 0.04% | +621+8.7% | Added |
| Calamos Wealth Management LLC | 7,787 | $805.6K | 0.02% | +256+3.4% | Added |
| MONECO Advisors, LLC | 7,778 | $804.7K | 0.05% | +10+0.1% | Added |
| Focus Financial Network, Inc. | 7,774 | $804.2K | 0.02% | −2,931−27.4% | Reduced |
| BCU Wealth Advisors, LLC | 7,753 | $802.1K | 0.27% | +27+0.3% | Added |
| Diligent Investors, LLC | 7,747 | $801.4K | 0.18% | −102−1.3% | Reduced |
| Ballentine Partners, LLC | 7,740 | $800.7K | 0.01% | +619+8.7% | Added |
| NorthRock Partners, LLC | 7,569 | $783.0K | 0.01% | +538+7.7% | Added |
| Miracle Mile Advisors, LLC | 7,478 | $773.6K | 0.01% | +301+4.2% | Added |
| Rehmann Capital Advisory Group | 7,477 | $773.5K | 0.04% | +187+2.6% | Added |
| Elyxium Wealth, LLC | 7,444 | $770.1K | 0.08% | +7,444 | New |
| CWA Asset Management Group, LLC | 7,424 | $768.0K | 0.02% | +2,084+39.0% | Added |
| Davidson Trust Co | 7,421 | $767.7K | 0.30% | −165−2.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,416 | $767.2K | 0.12% | +1,038+16.3% | Added |
| Centennial Wealth Advisory LLC | 7,391 | $764.6K | 0.17% | −2,301−23.7% | Reduced |
| Citizens Business Bank | 7,379 | $763.4K | 0.11% | +54+0.7% | Added |
| Wealth Alliance | 7,379 | $763.3K | 0.06% | +195+2.7% | Added |
| Riggs Asset Managment Co. Inc. | 7,376 | $763.0K | 0.14% | +1,447+24.4% | Added |
| Beaton Management Co. Inc. | 7,360 | $761.0K | 0.31% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,354 | $760.8K | 0.02% | +20+0.3% | Added |
| Mission Wealth Management, LP | 7,342 | $759.6K | 0.01% | +1,934+35.8% | Added |
| Ashton Thomas Securities, LLC | 7,412 | $758.8K | 0.11% | +7,412 | New |
| Crews Bank & Trust | 7,317 | $756.9K | 0.10% | −107−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 7,300 | $755.1K | 0.02% | +609+9.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 7,290 | $754.2K | 0.04% | +633+9.5% | Added |
| Aprio Wealth Management, LLC | 7,284 | $753.5K | 0.04% | +1,495+25.8% | Added |
| Everhart Financial Group, Inc. | 7,282 | $753.3K | 0.05% | −900−11.0% | Reduced |
| Urban Wealth Management, LLC | 7,275 | $752.6K | 0.66% | −21,587−74.8% | Reduced |
| Advisory Alpha, LLC | 7,273 | $752.5K | 0.02% | +687+10.4% | Added |
| Deseret Mutual Benefit Administrators | 7,245 | $749.5K | 0.24% | −1,883−20.6% | Reduced |
| Camden Capital, LLC | 7,213 | $746.2K | 0.04% | −275−3.7% | Reduced |
| Verdence Capital Advisors LLC | 7,202 | $745.1K | 0.04% | −275−3.7% | Reduced |
| Mindset Wealth Management, LLC | 7,202 | $745.0K | 0.14% | +10.0% | Added |
| Zions Bancorporation, National Association | 7,198 | $744.6K | 0.04% | −1,561−17.8% | Reduced |
| Prasad Wealth Partners, LLC | 7,165 | $741.3K | 0.18% | +126+1.8% | Added |
| Meadowbrook Advisors Group, LLC | 7,154 | $740.1K | 0.40% | +2,793+64.0% | Added |
| 71 West Capital Partners | 7,153 | $740.0K | 0.03% | +3,128+77.7% | Added |
| Whittier Trust Co of Nevada Inc | 7,077 | $738.3K | 0.01% | −1,685−19.2% | Reduced |
| Financial Engines Advisors L.L.C. | 7,133 | $737.9K | 0.00% | −130−1.8% | Reduced |
| Cullen Investment Group, Ltd. | 7,112 | $735.7K | 0.09% | −207−2.8% | Reduced |