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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 5,450 | $563.8K | 0.02% | −655−10.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 5,401 | $558.7K | 0.05% | −370−6.4% | Reduced |
| Atlas Brown,Inc. | 5,386 | $557.1K | 0.15% | +33+0.6% | Added |
| Bull Street Advisors, LLC | 5,388 | $557.0K | 0.25% | −155−2.8% | Reduced |
| Conning Inc. | 5,379 | $556.5K | 0.02% | +608+12.7% | Added |
| Root Financial Partners, LLC | 5,374 | $555.9K | 0.02% | −27−0.5% | Reduced |
| Cambria Investment Management, L.P. | 5,371 | $555.6K | 0.03% | +567+11.8% | Added |
| B&L Asset Management LLC | 5,342 | $552.6K | 0.19% | +681+14.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,340 | $552.4K | 0.01% | +842+18.7% | Added |
| HF Advisory Group, LLC | 5,288 | $547.0K | 0.17% | +53+1.0% | Added |
| Adirondack Trust Co | 5,269 | $545.1K | 0.16% | −40−0.8% | Reduced |
| Beacon Financial Group | 5,262 | $544.3K | 0.05% | −114−2.1% | Reduced |
| Range Advisory, LLC | 5,259 | $544.0K | 0.06% | +5,259 | New |
| MKT Advisors LLC | 5,175 | $539.9K | 0.17% | +19+0.4% | Added |
| Legacy Capital Wealth Partners, LLC | 5,215 | $539.5K | 0.10% | +70+1.4% | Added |
| Parkside Financial Bank & Trust | 5,211 | $539.1K | 0.04% | +365+7.5% | Added |
| Defiance ETFs, LLC | 5,142 | $538.9K | 0.01% | +949+22.6% | Added |
| Cito Capital Group, LLC | 5,200 | $538.0K | 0.15% | 00.0% | Unchanged |
| LVW Advisors, LLC | 5,167 | $534.5K | 0.05% | +1,698+48.9% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 5,150 | $532.8K | 0.28% | −22−0.4% | Reduced |
| Vision Financial Markets LLC | 5,128 | $532.8K | 0.46% | +10.0% | Added |
| Vectors Research Management, LLC | 5,122 | $529.9K | 0.14% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,081 | $529.1K | 0.05% | +621+13.9% | Added |
| YHB Investment Advisors, Inc. | 5,104 | $528.0K | 0.03% | +70+1.4% | Added |
| WoodTrust Financial Corp | 5,090 | $526.0K | 0.06% | +5,090 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,081 | $525.6K | 0.15% | +57+1.1% | Added |
| Aristeia Capital LLC | 5,035 | $520.9K | 0.01% | −3,031−37.6% | Reduced |
| AA Financial Advisors, LLC | 5,027 | $520.0K | 0.06% | +1,726+52.3% | Added |
| Abacus Planning Group, Inc. | 5,013 | $518.6K | 0.06% | +61+1.2% | Added |
| Alta Advisers Ltd | 5,012 | $518.5K | 0.12% | 00.0% | Unchanged |
| Syverson Strege & Co | 5,011 | $518.4K | 0.11% | −159−3.1% | Reduced |
| Bank Hapoalim BM | 5,005 | $518.0K | 0.04% | +359+7.7% | Added |
| Sunpointe, LLC | 4,984 | $515.6K | 0.15% | +119+2.4% | Added |
| Regal Investment Advisors LLC | 4,981 | $515.3K | 0.03% | +35+0.7% | Added |
| Banque Transatlantique SA | 4,979 | $515.1K | 0.01% | −149−2.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,969 | $514.0K | 0.03% | +922+22.8% | Added |
| Shah Wealth Advisors, LLC | 4,967 | $513.8K | 0.12% | +4,967 | New |
| RiverFront Investment Group, LLC | 4,956 | $512.7K | 0.01% | +1,920+63.2% | Added |
| Kathmere Capital Management, LLC | 4,947 | $511.8K | 0.03% | −6−0.1% | Reduced |
| Armis Advisers, LLC | 4,986 | $508.9K | 0.05% | −69−1.4% | Reduced |
| Terry L. Blaker | 4,909 | $507.8K | 0.02% | +2,000+68.8% | Added |
| Pines Wealth Management, LLC | 4,906 | $507.6K | 0.15% | +477+10.8% | Added |
| Interchange Capital Partners, LLC | 4,886 | $505.5K | 0.10% | +4,886 | New |
| Lantz Financial LLC | 4,874 | $504.2K | 0.09% | +85+1.8% | Added |
| Smithfield Trust Co | 4,878 | $504.0K | 0.02% | +924+23.4% | Added |
| First American Trust, FSB | 4,858 | $502.6K | 0.03% | +53+1.1% | Added |
| Intrua Financial, LLC | 4,856 | $502.4K | 0.05% | −634−11.5% | Reduced |
| Boothbay Fund Management, LLC | 4,819 | $498.5K | 0.01% | −24,477−83.6% | Reduced |
| Jmac Enterprises LLC | 4,800 | $496.6K | 0.08% | +4,800 | New |
| Robertson Stephens Wealth Management, LLC | 4,786 | $495.2K | 0.01% | −198−4.0% | Reduced |
| WSFS Capital Management, LLC | 4,778 | $494.2K | 0.02% | −225−4.5% | Reduced |
| Tranquility Partners, LLC | 4,771 | $493.6K | 0.17% | −23−0.5% | Reduced |
| Ellevest, Inc. | 15,873 | $492.7K | 0.06% | +15,873 | New |
| Barrett & Company, Inc. | 4,760 | $492.4K | 0.14% | +396+9.1% | Added |
| Cullen Capital Management LLC | 4,745 | $490.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,733 | $489.7K | 0.07% | −173−3.5% | Reduced |
| Wealth Watch Advisors, INC | 4,730 | $489.3K | 0.16% | −495−9.5% | Reduced |
| Icon Wealth Advisors, LLC | 4,711 | $487.4K | 0.03% | +49+1.1% | Added |
| Corsicana & Co. | 4,700 | $486.2K | 0.24% | −245−5.0% | Reduced |
| Chase Investment Counsel Corp | 4,680 | $484.0K | 0.10% | +63+1.4% | Added |
| CFS Investment Advisory Services, LLC | 4,617 | $483.5K | 0.03% | +19+0.4% | Added |
| Sterling Wealth Management, Inc. | 4,670 | $483.1K | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,667 | $482.8K | 0.01% | +1,139+32.3% | Added |
| Southland Equity Partners LLC | 4,656 | $481.6K | 0.08% | −329−6.6% | Reduced |
| Octavia Wealth Advisors, LLC | 4,639 | $479.9K | 0.04% | −792−14.6% | Reduced |
| Guardian Partners Inc. | 4,622 | $478.1K | 0.04% | +146+3.3% | Added |
| Traub Capital Management LLC | 4,619 | $477.9K | 0.43% | −2,980−39.2% | Reduced |
| Athena Investment Management | 4,605 | $476.4K | 0.28% | −1,874−28.9% | Reduced |
| Meridian Financial, LLC | 4,594 | $475.3K | 0.23% | +560+13.9% | Added |
| Element Wealth, LLC | 4,592 | $475.0K | 0.18% | +9+0.2% | Added |
| Northeast Investment Management | 4,564 | $472.1K | 0.02% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,549 | $470.6K | 0.06% | +117+2.6% | Added |
| Ariston Services Group | 4,546 | $470.3K | 0.26% | +4,546 | Added |
| LaSalle St. Investment Advisors, LLC | 4,538 | $469.5K | 0.06% | −19−0.4% | Reduced |
| Bridgewater Advisors Inc. | 4,455 | $469.4K | 0.03% | +137+3.2% | Added |
| Keystone Financial Planning, Inc. | 4,521 | $467.7K | 0.12% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 4,516 | $467.2K | 0.22% | +10.0% | Added |
| Lifeworks Advisors, LLC | 4,512 | $466.8K | 0.05% | −1,227−21.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,497 | $465.3K | 0.00% | −248−5.2% | Reduced |
| TRB Wealth Management, LLC | 4,490 | $464.5K | 0.06% | +530+13.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,486 | $464.0K | 0.05% | −112−2.4% | Reduced |
| First Western Trust Bank | 4,454 | $460.8K | 0.02% | −243−5.2% | Reduced |
| Mma Asset Management LLC | 4,435 | $458.8K | 0.15% | −68−1.5% | Reduced |
| SmartHarvest Portfolios, LLC | 4,416 | $456.8K | 0.15% | +1,390+45.9% | Added |
| TIAA Wealth Investment Management LLC | 4,412 | $456.5K | 0.00% | −393−8.2% | Reduced |
| Compass Ion Advisors, LLC | 4,408 | $456.0K | 0.04% | +352+8.7% | Added |
| Basepoint Wealth LLC | 4,403 | $455.5K | 0.26% | −120−2.7% | Reduced |
| 55 North Private Wealth, LLC | 4,401 | $455.3K | 0.09% | +971+28.3% | Added |
| Prosperity Consulting Group, LLC | 4,382 | $453.3K | 0.02% | +4,382 | New |
| Parcion Private Wealth LLC | 4,377 | $452.8K | 0.03% | +321+7.9% | Added |
| Vista Private Wealth Partners. LLC | 4,650 | $451.8K | 0.15% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 4,365 | $451.6K | 0.12% | +29+0.7% | Added |
| Community Bank, N.A. | 4,361 | $451.1K | 0.05% | +761+21.1% | Added |
| McAdam, LLC | 4,352 | $450.2K | 0.02% | +555+14.6% | Added |
| Aspire Growth Partners LLC | 4,334 | $448.4K | 0.26% | −333−7.1% | Reduced |
| GW Henssler & Associates Ltd | 4,327 | $447.6K | 0.02% | +7+0.2% | Added |
| Wescott Financial Advisory Group, LLC | 4,315 | $446.4K | 0.03% | +13+0.3% | Added |
| Diversified Enterprises, LLC | 4,315 | $446.4K | 0.02% | −114−2.6% | Reduced |
| Winthrop Advisory Group LLC | 4,307 | $445.5K | 0.03% | +208+5.1% | Added |
| North Star Investment Management Corp. | 4,306 | $445.5K | 0.02% | +11+0.3% | Added |