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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 4,300 | $444.8K | 0.05% | +302+7.6% | Added |
| Clayton Financial Group LLC | 4,280 | $442.8K | 0.24% | −221−4.9% | Reduced |
| Cambient Family Office, LLC | 4,277 | $442.4K | 0.05% | +4,277 | New |
| Birchbrook, Inc. | 4,265 | $441.2K | 0.21% | −1,256−22.7% | Reduced |
| USA Financial Formulas | 4,264 | $441.1K | 0.08% | +4,264 | New |
| Caitong International Asset Management Co., Ltd | 4,262 | $440.9K | 0.06% | +3,458+430.1% | Added |
| Pine Haven Investment Counsel, Inc | 4,261 | $440.8K | 0.30% | 00.0% | Unchanged |
| US Asset Management LLC | 4,257 | $440.4K | 0.34% | +17+0.4% | Added |
| Nilsine Partners, LLC | 4,244 | $439.0K | 0.03% | +335+8.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,226 | $437.2K | 0.02% | −681−13.9% | Reduced |
| LexAurum Advisors, LLC | 4,215 | $436.0K | 0.05% | −318−7.0% | Reduced |
| City Center Advisors, LLC | 4,175 | $432.0K | 0.35% | −399−8.7% | Reduced |
| Plan Group Financial, LLC | 4,165 | $430.8K | 0.09% | −366−8.1% | Reduced |
| Waldron Private Wealth LLC | 4,150 | $429.3K | 0.01% | −344−7.7% | Reduced |
| Elevated Capital Advisors, LLC | 4,145 | $428.8K | 0.12% | −5,863−58.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,985 | $428.7K | 0.08% | +1,027+17.2% | Added |
| Massmutual Trust Co FSB | 4,135 | $427.8K | 0.01% | +330+8.7% | Added |
| Forum Private Client Group LLC | 4,133 | $427.5K | 0.13% | −79−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,125 | $426.7K | 0.04% | 00.0% | Unchanged |
| Granite Islands Private Wealth, LLC | 4,130 | $425.6K | 0.31% | +220+5.6% | Added |
| Facet Wealth, Inc. | 4,110 | $425.2K | 0.01% | +207+5.3% | Added |
| Fortis Advisors, LLC | 4,100 | $424.1K | 0.20% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,092 | $423.3K | 0.03% | −145−3.4% | Reduced |
| BridgePort Financial Solutions, LLC | 4,076 | $421.7K | 0.11% | −61−1.5% | Reduced |
| Sienna Gestion | 4,024 | $421.5K | 0.02% | +4,024 | New |
| BCJ Capital Management, LLC | 4,069 | $420.9K | 0.02% | −295−6.8% | Reduced |
| Founders Financial Alliance, LLC | 4,067 | $420.8K | 0.06% | −5,667−58.2% | Reduced |
| Keel Point, LLC | 4,058 | $419.8K | 0.02% | +1,058+35.3% | Added |
| Fukoku Mutual Life Insurance Co | 4,058 | $419.8K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 4,054 | $419.4K | 0.10% | +973+31.6% | Added |
| Bull Harbor Capital LLC | 4,050 | $419.0K | 0.08% | −756−15.7% | Reduced |
| German American Bancorp, Inc. | 4,048 | $418.8K | 0.03% | −927−18.6% | Reduced |
| Ballast Advisors LLC | 4,042 | $418.1K | 0.10% | −41−1.0% | Reduced |
| Tompkins Financial Corp | 4,027 | $416.6K | 0.03% | −211−5.0% | Reduced |
| Eagle Strategies LLC | 4,022 | $416.1K | 0.04% | +126+3.2% | Added |
| Alliance Wealth Advisors, LLC | 4,005 | $414.3K | 0.17% | −23−0.6% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $413.8K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,998 | $413.5K | 0.03% | −293−6.8% | Reduced |
| Plimoth Trust Co LLC | 3,993 | $413.1K | 0.08% | −266−6.2% | Reduced |
| Optivise Advisory Services LLC | 3,993 | $413.0K | 0.21% | +7+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 3,978 | $411.5K | 0.01% | −1,020−20.4% | Reduced |
| Axiom Financial Strategies, LLC | 3,977 | $411.4K | 0.13% | +55+1.4% | Added |
| Tortuga Wealth Management, Inc | 3,966 | $410.3K | 0.31% | −503−11.3% | Reduced |
| Lesa Sroufe & Co | 3,965 | $410.0K | 0.29% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,960 | $409.7K | 0.39% | −805−16.9% | Reduced |
| Resolute Capital, LLC | 3,957 | $409.4K | 0.14% | +152+4.0% | Added |
| Petra Financial Advisors Inc | 3,943 | $407.9K | 0.19% | +178+4.7% | Added |
| Cromwell Holdings LLC | 3,928 | $406.4K | 0.18% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3,914 | $404.9K | 0.31% | +2+0.1% | Added |
| Fell Capital Management | 3,900 | $403.5K | 0.34% | 00.0% | Unchanged |
| Center for Wealth Management Advisory | 3,893 | $402.8K | 0.25% | +14+0.4% | Added |
| Main Street Financial Solutions, LLC | 3,890 | $402.4K | 0.03% | +750+23.9% | Added |
| LGT Group Foundation | 3,883 | $401.7K | 0.00% | −585−13.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,883 | $401.7K | 0.02% | −27,755−87.7% | Reduced |
| Luken Investment Analytics, LLC | 3,881 | $401.5K | 0.14% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,867 | $400.1K | 0.02% | +339+9.6% | Added |
| Berkshire Asset Management LLC | 3,862 | $399.5K | 0.02% | +414+12.0% | Added |
| Freestone Capital Holdings, LLC | 3,852 | $398.6K | 0.01% | +4+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,684 | $398.2K | 0.13% | −25−0.7% | Reduced |
| Kestra Investment Management, LLC | 3,845 | $397.8K | 0.01% | −1,386−26.5% | Reduced |
| Compass Wealth Management LLC | 3,834 | $396.6K | 0.08% | +3,834 | New |
| Virtu Financial LLC | 3,829 | $396.0K | 0.01% | +891+30.3% | Added |
| Ancora Advisors, LLC | 3,825 | $395.7K | 0.01% | −1,852−32.6% | Reduced |
| Horizon Bancorp Inc | 3,797 | $393.0K | 0.18% | −140−3.6% | Reduced |
| Landaas & Co | 3,794 | $392.5K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,792 | $392.3K | 0.02% | +542+16.7% | Added |
| MW Advisory, LLC | 3,792 | $392.3K | 0.16% | +3,792 | New |
| Alamar Capital Management, LLC | 3,784 | $391.5K | 0.20% | 00.0% | Unchanged |
| Income Insurance Ltd | 3,758 | $388.8K | 0.23% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,755 | $388.5K | 0.03% | +1,295+52.6% | Added |
| Independence Bank of Kentucky | 3,752 | $388.1K | 0.04% | −52−1.4% | Reduced |
| Triad Wealth Partners, LLC | 3,671 | $386.8K | 0.02% | +110+3.1% | Added |
| International Private Wealth Advisors LLC | 3,710 | $383.8K | 0.20% | −1,394−27.3% | Reduced |
| Financial Advisors Network, Inc. | 3,707 | $383.5K | 0.05% | +333+9.9% | Added |
| Glen Eagle Advisors, LLC | 3,706 | $383.4K | 0.05% | +12+0.3% | Added |
| Marshall Investment Management, LLC | 3,705 | $383.3K | 0.16% | 00.0% | Unchanged |
| Decision Investments, Inc | 3,704 | $383.2K | 0.35% | −105−2.8% | Reduced |
| WealthBridge Capital Management, LLC | 3,690 | $381.7K | 0.08% | −61−1.6% | Reduced |
| Summit Wealth Group LLC | 3,689 | $381.6K | 0.03% | +3,689 | New |
| Hoxton Planning & Management, LLC | 3,687 | $381.4K | 0.10% | +63+1.7% | Added |
| Sym Financial Corp | 3,682 | $380.9K | 0.03% | +197+5.7% | Added |
| Stonebrook Private Inc. | 3,681 | $380.8K | 0.07% | +48+1.3% | Added |
| Red Door Wealth Management, LLC | 3,679 | $380.6K | 0.03% | +14+0.4% | Added |
| One Wealth Capital Management, LLC | 3,677 | $380.4K | 0.11% | +3,677 | New |
| Crescent Grove Advisors, LLC | 3,676 | $380.3K | 0.03% | −1,530−29.4% | Reduced |
| Waddell & Associates, LLC | 3,659 | $378.5K | 0.02% | +20+0.5% | Added |
| CVA Family Office, LLC | 3,640 | $376.6K | 0.03% | +138+3.9% | Added |
| Brown Miller Wealth Management, LLC | 3,631 | $375.7K | 0.09% | −381−9.5% | Reduced |
| PCB Capital LLC | 3,623 | $374.8K | 0.46% | +105+3.0% | Added |
| Defined Wealth Management, LLC | 3,620 | $374.5K | 0.19% | +23+0.6% | Added |
| Carson Advisory Inc. | 3,617 | $374.2K | 0.17% | −1,750−32.6% | Reduced |
| Sunflower Bank, N.A. | 3,603 | $372.7K | 0.09% | +47+1.3% | Added |
| ISAM Funds (UK) Ltd | 3,600 | $372.4K | 0.26% | +3,600 | New |
| Sound View Wealth Advisors Group, LLC | 3,595 | $371.9K | 0.02% | +430+13.6% | Added |
| Cadence Wealth Management LLC | 3,579 | $370.2K | 0.17% | −20−0.6% | Reduced |
| Vicus Capital | 3,566 | $368.9K | 0.02% | −155−4.2% | Reduced |
| Nwam LLC | 3,521 | $364.2K | 0.02% | +420+13.5% | Added |
| Fundamentun, LLC | 3,520 | $364.2K | 0.01% | +126+3.7% | Added |
| Avantax Planning Partners, Inc. | 3,515 | $363.7K | 0.01% | +536+18.0% | Added |
| Westmount Partners, LLC | 3,513 | $363.5K | 0.08% | −19−0.5% | Reduced |