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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 7,093 | $733.7K | 0.08% | +3,973+127.3% | Added |
| Arvest Investments, Inc. | 7,091 | $733.6K | 0.09% | +23+0.3% | Added |
| Fayez Sarofim & Co | 7,070 | $731.4K | 0.00% | +297+4.4% | Added |
| Pure Financial Advisors, Inc. | 7,016 | $725.8K | 0.01% | −172−2.4% | Reduced |
| Apella Capital, LLC | 6,940 | $724.1K | 0.01% | +117+1.7% | Added |
| MMBG Investment Advisors Co. | 6,975 | $721.6K | 0.06% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6,967 | $720.7K | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 6,967 | $720.7K | 0.03% | +250+3.7% | Added |
| Advyzon Investment Management, LLC | 6,959 | $720.0K | 0.05% | −2,127−23.4% | Reduced |
| Formidable Asset Management, LLC | 10,003 | $718.4K | 0.11% | +7,327+273.8% | Added |
| Coastal Bridge Advisors, LLC | 6,920 | $715.9K | 0.04% | −83−1.2% | Reduced |
| Severin Investments, LLC | 6,909 | $714.7K | 0.54% | −7−0.1% | Reduced |
| Williams Financial, LLC | 6,895 | $713.3K | 0.37% | −125−1.8% | Reduced |
| DV Trading LLC | 6,882 | $711.9K | 0.06% | +3,882+129.4% | Added |
| Aster Capital Management (DIFC) Ltd | 6,873 | $711.0K | 0.15% | +6,873 | New |
| Annex Advisory Services, LLC | 6,867 | $710.4K | 0.01% | +368+5.7% | Added |
| Empire Financial Management Company, LLC | 6,864 | $710.1K | 0.28% | −784−10.3% | Reduced |
| Virtue Capital Management, LLC | 6,822 | $705.7K | 0.09% | +713+11.7% | Added |
| Boston Family Office LLC | 6,815 | $705.0K | 0.04% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,800 | $703.5K | 0.10% | +61+0.9% | Added |
| Wilson & Boucher Capital Management, LLC | 6,750 | $698.3K | 0.41% | −100−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,725 | $695.7K | 0.14% | +1,983+41.8% | Added |
| First Nebraska Trust Co | 6,687 | $691.8K | 0.06% | −109−1.6% | Reduced |
| First National Bank & Trust Co of Newtown | 6,613 | $690.6K | 0.14% | −544−7.6% | Reduced |
| Narwhal Capital Management | 6,646 | $687.5K | 0.05% | +2,510+60.7% | Added |
| Soltis Investment Advisors LLC | 6,619 | $684.7K | 0.04% | −1,613−19.6% | Reduced |
| Cornerstone Wealth Group, LLC | 6,615 | $684.3K | 0.04% | +566+9.4% | Added |
| Gryphon Financial Partners LLC | 6,586 | $681.3K | 0.06% | +3,621+122.1% | Added |
| Cyndeo Wealth Partners, LLC | 6,584 | $681.1K | 0.03% | +425+6.9% | Added |
| Goelzer Investment Management, Inc. | 6,575 | $680.2K | 0.03% | −1,634−19.9% | Reduced |
| Donaldson Capital Management, LLC | 6,572 | $679.9K | 0.02% | +1,968+42.7% | Added |
| Quantum Financial Advisors, LLC | 6,493 | $671.7K | 0.07% | −48−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,492 | $671.6K | 0.02% | −33−0.5% | Reduced |
| Marino, Stram & Associates LLC | 6,477 | $670.0K | 0.11% | +442+7.3% | Added |
| Glenview Trust Co | 6,463 | $668.6K | 0.01% | −1,240−16.1% | Reduced |
| Boston Trust Walden Corp | 6,458 | $668.1K | 0.01% | −150−2.3% | Reduced |
| Fort Sheridan Advisors LLC | 6,455 | $667.8K | 0.07% | −52−0.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,442 | $666.4K | 0.02% | −137,872−95.5% | Reduced |
| Wealth Effects LLC | 6,417 | $663.8K | 0.18% | +561+9.6% | Added |
| OneAscent Financial Services LLC | 6,365 | $658.5K | 0.03% | −444−6.5% | Reduced |
| Naples Global Advisors, LLC | 6,289 | $650.5K | 0.04% | −20−0.3% | Reduced |
| Venturi Wealth Management, LLC | 6,283 | $650.0K | 0.03% | +452+7.8% | Added |
| M.E. Allison & Co., Inc. | 6,270 | $648.6K | 0.37% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6,188 | $646.1K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,242 | $645.8K | 0.01% | −7,578−54.8% | Reduced |
| Ausdal Financial Partners, Inc. | 6,242 | $645.7K | 0.03% | +98+1.6% | Added |
| Resonant Capital Advisors, LLC | 6,237 | $645.2K | 0.03% | +1,105+21.5% | Added |
| Zacks Investment Management | 6,180 | $639.4K | 0.00% | +1,652+36.5% | Added |
| Qsemble Capital Management, LP | 6,177 | $639.0K | 0.08% | +6,177 | New |
| Matrix Asset Advisors Inc | 6,175 | $638.8K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 6,174 | $638.7K | 0.04% | +40+0.7% | Added |
| Curat Global, LLC | 4,449 | $638.3K | 0.54% | −6,571−59.6% | Reduced |
| Beta Wealth Group, Inc. | 6,125 | $633.6K | 0.24% | +297+5.1% | Added |
| V-Square Quantitative Management LLC | 6,110 | $632.1K | 0.06% | +294+5.1% | Added |
| Larry Mathis Financial Planning, LLC | 6,044 | $625.3K | 0.48% | +6,044 | New |
| Whalerock Point Partners, LLC | 6,030 | $623.8K | 0.11% | +80+1.3% | Added |
| Fulcrum Asset Management LLP | 5,999 | $621.4K | 0.06% | +5,999 | New |
| Reliant Investment Partners, LLC | 6,000 | $620.7K | 0.42% | 00.0% | Unchanged |
| PCM Encore, LLC | 5,997 | $620.4K | 0.11% | +257+4.5% | Added |
| Fielder Capital Group LLC | 5,972 | $617.8K | 0.13% | +186+3.2% | Added |
| Rathbone Brothers plc | 5,969 | $617.5K | 0.00% | −90−1.5% | Reduced |
| Outlook Wealth Advisors, LLC | 5,966 | $617.2K | 0.13% | +5,966 | New |
| Atalanta Sosnoff Capital, LLC | 5,960 | $616.6K | 0.01% | −623−9.5% | Reduced |
| Webster Bank, N. A. | 5,957 | $616.3K | 0.05% | −94−1.6% | Reduced |
| Private Wealth Asset Management, LLC | 5,950 | $615.5K | 0.06% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 5,938 | $614.3K | 0.28% | +212+3.7% | Added |
| Rahlfs Capital, LLC | 5,930 | $613.5K | 0.45% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5,914 | $611.8K | 0.03% | −339−5.4% | Reduced |
| Trust Point Inc. | 5,909 | $611.3K | 0.05% | +628+11.9% | Added |
| Stevens Capital Management LP | 5,897 | $610.0K | 0.15% | +1,414+31.5% | Added |
| Partners in Financial Planning | 5,888 | $609.1K | 0.09% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 5,748 | $608.8K | 0.53% | +5,748 | New |
| Worth Financial Advisory Group, LLC | 5,870 | $607.3K | 0.25% | +5,870 | New |
| RMB Capital Management, LLC | 5,868 | $607.1K | 0.01% | +824+16.3% | Added |
| S-Bank Fund Management Ltd | 5,866 | $606.8K | 0.08% | +5,866 | New |
| Optas, LLC | 5,859 | $606.1K | 0.08% | −316−5.1% | Reduced |
| Rexford Capital Inc | 5,832 | $603.3K | 0.37% | 00.0% | Unchanged |
| Blue Capital, Inc. | 5,819 | $602.0K | 0.38% | −30,562−84.0% | Reduced |
| Auto-Owners Insurance Co | 5,811 | $601.1K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,807 | $600.7K | 0.03% | +661+12.8% | Added |
| Value Investment Professionals, LLC | 5,778 | $597.7K | 0.50% | +10.0% | Added |
| Trust Co of Virginia | 5,775 | $597.4K | 0.05% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 5,772 | $597.1K | 0.18% | −580−9.1% | Reduced |
| North Forty Two & Co. | 5,768 | $596.7K | 0.51% | −500−8.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,765 | $596.4K | 0.07% | −129−2.2% | Reduced |
| Catalyst Financial Partners LLC | 5,760 | $595.9K | 0.06% | +490+9.3% | Added |
| Everpar Advisors LLC | 5,756 | $595.5K | 0.17% | +83+1.5% | Added |
| Busey Wealth Management | 5,702 | $589.9K | 0.01% | −109−1.9% | Reduced |
| First Horizon Corp | 5,690 | $588.6K | 0.02% | +452+8.6% | Added |
| Hexagon Capital Partners LLC | 5,672 | $586.7K | 0.08% | −934−14.1% | Reduced |
| Platform Technology Partners | 5,665 | $586.1K | 0.10% | −431−7.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,630 | $582.4K | 0.33% | −908−13.9% | Reduced |
| Westwood Holdings Group Inc. | 5,599 | $579.2K | 0.00% | +5,599 | New |
| Fiduciary Financial Group, LLC | 5,553 | $574.5K | 0.07% | −55−1.0% | Reduced |
| Souders Financial Advisors | 5,545 | $573.6K | 0.06% | +680+14.0% | Added |
| Allen Capital Group, LLC | 5,542 | $573.3K | 0.05% | +101+1.9% | Added |
| Compass Financial Management LLC | 5,476 | $568.4K | 0.07% | +5,476 | New |
| Belpointe Asset Management LLC | 5,493 | $568.3K | 0.02% | +2,394+77.3% | Added |
| Empirical Asset Management, LLC | 5,473 | $566.2K | 0.13% | +5,473 | New |
| Total Wealth Planning & Management, Inc. | 5,467 | $565.5K | 0.41% | +72+1.3% | Added |