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
Q3 2026 data is still coming in: 5 institutions have reported holding CVS so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 3,512 | $363.3K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,509 | $363.1K | 0.01% | −4−0.1% | Reduced |
| Johnson Financial Group, LLC | 3,507 | $362.8K | 0.02% | +3,507 | New |
| American State Bank (Iowa) | 3,501 | $362.2K | 0.15% | −4,290−55.1% | Reduced |
| CoreCap Advisors, LLC | 3,481 | $360.1K | 0.01% | +139+4.2% | Added |
| Register Financial Advisors LLC | 3,476 | $359.6K | 0.11% | +5+0.1% | Added |
| Onefund, LLC | 3,474 | $359.4K | 0.20% | −15−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,461 | $358.0K | 0.02% | +400+13.1% | Added |
| Anchyra Partners LLC | 3,458 | $357.7K | 0.09% | +3,458 | New |
| Van Hulzen Asset Management, LLC | 3,453 | $357.3K | 0.03% | +4+0.1% | Added |
| AGH Wealth Advisors, LLC | 3,451 | $357.0K | 0.23% | +24+0.7% | Added |
| Summit Global Investments | 3,452 | $357.0K | 0.02% | −1,569−31.2% | Reduced |
| Angeles Wealth Management, LLC | 3,443 | $356.2K | 0.02% | +3,443 | New |
| Hudson Valley Investment Advisors Inc | 3,434 | $355.3K | 0.04% | −12−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,425 | $354.3K | 0.01% | +634+22.7% | Added |
| Richwood Investment Advisors, LLC | 3,408 | $352.6K | 0.25% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 3,400 | $351.7K | 0.21% | +3,400 | New |
| BCS Wealth Management | 3,398 | $351.5K | 0.06% | −406−10.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,397 | $351.4K | 0.03% | −10−0.3% | Reduced |
| Advisor OS, LLC | 3,393 | $351.0K | 0.02% | +61+1.8% | Added |
| Legacy Financial Advisors, Inc. | 3,392 | $350.9K | 0.04% | +310+10.1% | Added |
| Connecticut Wealth Management, LLC | 3,390 | $350.7K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,388 | $350.5K | 0.07% | −4,522−57.2% | Reduced |
| Opal Wealth Advisors, LLC | 3,379 | $349.6K | 0.08% | +1,745+106.8% | Added |
| Childress Capital Advisors, LLC | 3,366 | $348.2K | 0.06% | −359−9.6% | Reduced |
| First City Capital Management, Inc. | 3,366 | $348.2K | 0.17% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,364 | $348.0K | 0.02% | −89−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,353 | $346.9K | 0.02% | −190−5.4% | Reduced |
| One Capital Management, LLC | 4,814 | $345.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,341 | $345.6K | 0.06% | −1,965−37.0% | Reduced |
| Key Financial Inc | 3,332 | $344.7K | 0.06% | −63−1.9% | Reduced |
| Manchester Capital Management LLC | 3,330 | $344.5K | 0.04% | −1,229−27.0% | Reduced |
| S Harris Financial Group, LLC | 3,328 | $344.3K | 0.27% | +138+4.3% | Added |
| denkapparat Operations GmbH | 3,318 | $343.2K | 0.11% | +3,318 | New |
| Kendall Capital Management | 3,310 | $342.4K | 0.06% | −345−9.4% | Reduced |
| Readystate Asset Management LP | 3,308 | $342.2K | 0.01% | −18,324−84.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $341.4K | 0.07% | +3,300 | New |
| Center For Asset Management LLC | 3,299 | $341.3K | 0.15% | −68−2.0% | Reduced |
| Camelot Portfolios, LLC | 3,297 | $341.1K | 0.24% | −47−1.4% | Reduced |
| Ellis Investment Partners, LLC | 3,293 | $340.7K | 0.05% | −54−1.6% | Reduced |
| HBW Advisory Services LLC | 3,293 | $340.7K | 0.03% | −15−0.5% | Reduced |
| Wincap Financial LLC | 3,291 | $340.5K | 0.18% | +330+11.1% | Added |
| Eagle Wealth Strategies LLC | 3,288 | $340.1K | 0.13% | +83+2.6% | Added |
| Fulcrum Capital LLC | 3,285 | $339.8K | 0.07% | −552−14.4% | Reduced |
| Sentry LLC | 3,239 | $335.1K | 0.09% | 00.0% | Unchanged |
| First Interstate Bank | 3,238 | $335.0K | 0.02% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 3,238 | $335.0K | 0.04% | +3,238 | New |
| Topsail Wealth Management, LLC | 3,227 | $333.8K | 0.04% | +73+2.3% | Added |
| GAM Holding AG | 3,214 | $332.5K | 0.03% | +3,214 | New |
| JGP Wealth Management, LLC | 3,212 | $332.3K | 0.03% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 3,197 | $330.7K | 0.08% | −309−8.8% | Reduced |
| Simon Quick Advisors, LLC | 3,191 | $330.1K | 0.01% | +344+12.1% | Added |
| HighPoint Advisor Group LLC | 3,191 | $330.1K | 0.01% | −370−10.4% | Reduced |
| Asset Planning,Inc | 3,177 | $328.7K | 0.21% | +232+7.9% | Added |
| Perennial Investment Advisors, LLC | 3,173 | $328.3K | 0.02% | +331+11.6% | Added |
| Holderness Investments Co | 3,169 | $327.8K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,167 | $327.7K | 0.01% | +3+0.1% | Added |
| Peddock Capital Advisors, LLC | 3,154 | $326.3K | 0.07% | +4+0.1% | Added |
| Baron Wealth Management LLC | 3,152 | $326.1K | 0.08% | +3,152 | New |
| Legacy Advisors, LLC | 3,140 | $324.8K | 0.03% | +3,140 | New |
| Banco Santander, S.A. | 3,138 | $324.6K | 0.00% | −1,659−34.6% | Reduced |
| Matrix Private Capital Group LLC | 3,113 | $322.0K | 0.14% | −784−20.1% | Reduced |
| Great Point Wealth Advisors, LLC | 3,112 | $321.9K | 0.05% | +6+0.2% | Added |
| Torrey Growth & Income Advisors | 3,100 | $321.9K | 0.11% | −1,610−34.2% | Reduced |
| First National Bank | 3,110 | $321.7K | 0.13% | −100−3.1% | Reduced |
| Somerset Trust Co | 3,109 | $321.6K | 0.09% | +9+0.3% | Added |
| Sound Income Strategies, LLC | 3,106 | $321.4K | 0.01% | +377+13.8% | Added |
| Lowe Brockenbrough & Co Inc | 3,102 | $320.9K | 0.01% | +16+0.5% | Added |
| Lawood & Co | 3,095 | $320.2K | 0.22% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 3,095 | $320.0K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,093 | $320.0K | 0.09% | −455−12.8% | Reduced |
| Werba Rubin Papier Wealth Management | 3,090 | $319.7K | 0.04% | +3,090 | New |
| Alliance Wealth Advisors, LLC | 3,070 | $317.6K | 0.06% | −142−4.4% | Reduced |
| Texas Bank & Trust Co | 3,062 | $316.8K | 0.10% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,048 | $315.0K | 0.00% | −527−14.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,039 | $314.4K | 0.07% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,036 | $314.0K | 0.00% | −373−10.9% | Reduced |
| LeClair Wealth Partners LLC | 3,032 | $313.7K | 0.16% | +3,032 | New |
| Hemenway Trust Co LLC | 3,013 | $311.7K | 0.02% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,010 | $311.4K | 0.08% | 00.0% | Unchanged |
| Lincoln Capital Corp | 3,000 | $310.4K | 0.10% | −1,000−25.0% | Reduced |
| Vawter Financial, Ltd. | 3,000 | $310.4K | 0.12% | 00.0% | Unchanged |
| American National Bank of Texas | 3,000 | $310.4K | 0.28% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 2,993 | $309.6K | 0.03% | +2,993 | New |
| Matisse Capital | 2,990 | $309.3K | 0.12% | +2,990 | New |
| Lighthouse Financial LLC | 2,979 | $308.2K | 0.16% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,972 | $307.5K | 0.01% | +2,972 | New |
| Ignite Planners, LLC | 2,968 | $307.0K | 0.04% | +2,968 | New |
| GK Wealth Management LLC | 2,964 | $306.7K | 0.19% | +2,964 | New |
| Fiduciary Group LLC | 2,954 | $305.6K | 0.02% | −7−0.2% | Reduced |
| Sepio Capital, LP | 2,944 | $304.6K | 0.02% | −112−3.7% | Reduced |
| Secure Asset Management, LLC | 2,942 | $304.3K | 0.04% | −891−23.2% | Reduced |
| Great Valley Advisor Group, Inc. | 2,935 | $303.7K | 0.00% | +2,935 | New |
| SBI Securities Co., Ltd. | 2,935 | $303.6K | 0.01% | −129−4.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,932 | $303.3K | 0.00% | +212+7.8% | Added |
| Genesis Private Wealth, LLC | 2,905 | $300.6K | 0.08% | +2,905 | New |
| Traphagen Investment Advisors LLC | 2,904 | $300.4K | 0.02% | +3+0.1% | Added |
| GTS Securities LLC | 2,901 | $300.1K | 0.01% | −1,094−27.4% | Reduced |
| Middleton & Co Inc | 2,900 | $300.0K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,902 | $300.0K | 0.09% | +2,902 | New |