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Livermore
ZHEN

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.

Institutional holdersQ2 2026: 2,074 institutions
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,368 institutionsQ2 2022: 2,312 institutionsQ3 2022: 2,331 institutionsQ4 2022: 2,412 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value heldQ2 2026: $117.5B
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,412$95.7B
Q3 20222,331$98.9B
Q2 20222,312$95.5B
Q1 20222,368$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q1 2026.

Institutions holding CVS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cape Investment Advisory, Inc.2,895$299.5K0.08%+2,895New
Abel Hall, LLC2,886$298.6K0.05%+2,886New
Cypress Wealth Services, LLC2,885$298.4K0.04%+8+0.3%Added
Basecamp Wealth Advisors LLC2,867$296.6K0.06%00.0%Unchanged
Blackston Financial Advisory Group, LLC2,867$296.6K0.17%−4−0.1%Reduced
Clifford Swan Investment Counsel LLC2,861$295.9K0.01%+2+0.1%Added
1620 Investment Advisors, Inc.2,857$295.6K0.18%+127+4.7%Added
Stonebridge Capital Advisors LLC2,850$294.8K0.02%−225−7.3%Reduced
Wealthquest Corp2,845$294.3K0.02%+2,845New
Alpha Family Trust2,840$293.8K0.12%00.0%Unchanged
MBL Wealth, LLC2,839$293.7K0.02%+3+0.1%Added
Maia Wealth LLC2,828$292.6K0.04%−89−3.1%Reduced
Meadowbrook Wealth Management, LLC2,775$290.8K0.31%−1,600−36.6%Reduced
Y.D. More Investments Ltd2,805$290.2K0.01%+250+9.8%Added
Vantus Wealth LLC2,804$290.1K0.16%+2,804New
Shulman DeMeo Asset Management LLC2,803$289.9K0.05%+9+0.3%Added
Berkshire Bank2,797$289.3K0.06%00.0%Unchanged
Ewa, LLC2,796$289.2K0.05%+2,796New
DT Investment Partners, LLC2,777$287.3K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC2,759$285.4K0.01%+18+0.7%Added
Flatrock Wealth Partners LLC2,751$284.6K0.11%−374−12.0%Reduced
Magnolia Capital Advisors LLC2,750$284.5K0.05%+2,750New
Howe & Rusling Inc2,747$284.1K0.02%+2,747New
Wealth Architects, LLC2,743$283.8K0.02%−189−6.4%Reduced
Sutton Place Investors LLC2,736$283.0K0.14%+2,736New
Kanawha Capital Management LLC2,731$282.5K0.02%+2,731New
Thurston, Springer, Miller, Herd & Titak, Inc.2,725$282.1K0.10%−39−1.4%Reduced
T. Rowe Price Investment Management, Inc.2,717$282.0K0.00%+2,717New
TritonPoint Partners, LLC2,723$281.7K0.02%+2,723New
Guardian Wealth Advisors, LLC2,707$280.0K0.02%+2,707New
North Star Asset Management Inc2,705$279.8K0.01%+2,705New
Pennington Partners & Co., LLC2,696$278.9K0.09%+2,696New
Marble Wealth, LLC2,690$278.3K0.04%+2,690New
Long Island Wealth Management, Inc.2,688$278.1K0.11%+2,688New
Keudell/Morrison Wealth Management2,683$277.6K0.05%−169−5.9%Reduced
Bullock Wealth Management Group2,643$277.0K0.12%+16+0.6%Added
VeraBank, N.A.2,674$276.6K0.05%−258−8.8%Reduced
WBH Advisory Inc2,654$274.6K0.02%+2,654New
Thomasville National Bank2,654$274.6K0.02%+2,654New
3Chopt Investment Partners, LLC2,652$274.3K0.05%+2,652New
Charter Trust Co2,650$274.1K0.01%+2,650New
Cypress Point Wealth Management, LLC2,649$274.0K0.06%+2,649New
Next Level Private LLC2,645$273.6K0.05%+2,645New
Chapin Davis, Inc.2,642$273.3K0.05%+2,642New
Circle Wealth Management, LLC2,634$272.5K0.00%+2,634New
Financial & Tax Architects, LLC2,621$271.2K0.06%+2,621New
V2 Financial group LLC2,613$270.3K0.10%−2,038−43.8%Reduced
Destination Wealth Management2,610$270.0K0.01%+2,610New
Colonial Trust Advisors2,602$269.1K0.02%+202+8.4%Added
DF Dent & Co Inc2,601$269.1K0.01%+2,601New
Palisade Asset Management, LLC2,599$268.9K0.02%+2,599New
Northwest Bancshares, Inc.2,592$268.1K0.05%+2,592New
Nixon Peabody Trust Co2,588$267.7K0.02%+2,588New
VisionPoint Advisory Group, LLC2,585$267.4K0.04%+2,585New
Klingenstein Fields & Co LP2,580$266.9K0.01%−800−23.7%Reduced
Chiron Capital Management, LLC2,579$266.8K0.24%+2,579New
Paragon Capital Management Ltd2,545$263.3K0.05%+2,545New
Poinciana Advisors Group, LLC2,543$263.1K0.20%+2,543New
Post Resch Tallon Group Inc.2,540$262.8K0.18%+2,540New
McKinley Carter Wealth Services, Inc.2,534$262.1K0.01%+2,534New
Signature Estate & Investment Advisors LLC2,525$261.7K0.00%+2,525New
Thrive Wealth Management, LLC2,527$261.4K0.03%+2,527New
Occidental Asset Management, LLC2,524$261.1K0.03%+2,524New
Tiemann Investment Advisors, LLC2,520$260.8K0.09%−229−8.3%Reduced
Daner Wealth Management, LLC2,743$260.6K0.14%+47+1.7%Added
Kavar Capital Partners Group, LLC2,515$260.1K0.03%+2,515New
Caliber Wealth Management, LLC2,511$259.7K0.03%−1,139−31.2%Reduced
King Luther Capital Management Corp2,504$259.0K0.00%+2,504New
Gabelli & Co Investment Advisers, Inc.2,500$258.6K0.04%+2,500New
Mason & Associates Inc2,500$258.6K0.04%+2,500New
HCR Wealth Advisors2,498$258.4K0.02%+2,498New
Signal Advisors Wealth, LLC2,498$258.4K0.01%+2,498New
Agate Pass Investment Management, LLC2,493$257.9K0.10%+2,493New
Cooper Financial Group2,492$257.8K0.02%+2,492New
Avalon Trust Co2,490$257.6K0.02%00.0%Unchanged
Hamilton Capital, LLC2,485$257.1K0.01%+2,485New
Sunburst Financial Group, LLC2,485$257.1K0.04%+2,485New
Holistic Financial Partners2,482$256.8K0.16%−705−22.1%Reduced
State of Wyoming2,481$256.7K0.03%−9,916−80.0%Reduced
Steigerwald, Gordon & Koch Inc.2,481$256.7K0.03%+235+10.5%Added
First Heartland Consultants, Inc.2,477$256.2K0.02%+2,477New
Advisortrust Partners, LLC2,473$255.8K0.09%+2,473New
Quilter Plc2,470$255.5K0.00%+2,470New
Caerus Investment Advisors, LLC2,463$254.8K0.09%+2,463New
Regatta Capital Group, LLC2,460$254.5K0.03%+2,460New
Laraway Financial Inc2,456$254.1K0.15%−100−3.9%Reduced
Greenspring Advisors, LLC2,455$254.0K0.01%+2,455New
Tortoise Investment Management, LLC2,451$253.6K0.02%+2,451New
Arcadia Wealth Management, LLC2,451$253.6K0.08%+2,451New
Regent Peak Wealth Advisors LLC2,446$253.0K0.05%+2,446New
Ameriflex Group, Inc.2,439$252.3K0.10%+132+5.7%Added
First County Bank2,436$252.0K0.12%+2,436New
Tritonpoint Wealth, LLC2,428$251.2K0.02%+2,428New
Medallion Wealth Advisors, LLC2,424$251.0K0.08%−142−5.5%Reduced
BLB&B Advisors, LLC2,426$251.0K0.01%+2,426New
Capital City Trust Co2,426$251.0K0.05%+2,426New
Oak Harvest Investment Services2,425$250.8K0.02%+2,425New
Quent Capital, LLC2,422$250.6K0.02%+260+12.0%Added
River Street Advisors LLC2,419$250.2K0.07%+2,419New
Lantern Wealth Advisors, LLC2,419$250.2K0.11%+2,419New