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 |
|---|---|---|---|---|---|
| Parr McKnight Wealth Management Group, LLC | 2,417 | $250.0K | 0.03% | +2,417 | New |
| Csenge Advisory Group | 2,414 | $249.7K | 0.01% | +2,414 | New |
| Bright Futures Wealth Management, LLC. | 2,414 | $249.7K | 0.16% | +2,414 | New |
| Guardian Asset Advisors, LLC | 2,412 | $249.5K | 0.12% | +2,412 | New |
| Somerville Kurt F | 2,400 | $248.3K | 0.06% | +2,400 | New |
| Creative Financial Designs Inc | 2,399 | $248.2K | 0.01% | +77+3.3% | Added |
| Steel Peak Wealth Management LLC | 2,397 | $247.9K | 0.01% | +2,397 | New |
| Morningstar Investment Management LLC | 3,450 | $247.8K | 0.02% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,387 | $246.9K | 0.06% | +2,387 | New |
| Laurel Oak Wealth Management, LLC | 2,386 | $246.8K | 0.04% | +2,386 | New |
| Canopy Partners, LLC | 2,372 | $245.4K | 0.07% | +2,372 | New |
| Tempus Wealth Planning, LLC | 2,367 | $244.9K | 0.05% | +2,367 | New |
| Mendel Money Management | 2,357 | $243.8K | 0.09% | −8,025−77.3% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,452 | $243.0K | 0.14% | +14+0.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,351 | $243.0K | 0.08% | +2,351 | New |
| Biltmore Family Office, LLC | 2,346 | $242.7K | 0.03% | +2,346 | New |
| Spartan Planning & Wealth Management | 2,344 | $242.5K | 0.16% | +2,344 | New |
| Drive Wealth Management, LLC | 2,344 | $242.5K | 0.04% | +2,344 | New |
| Klingman & Associates, LLC | 2,331 | $241.1K | 0.01% | −1,345−36.6% | Reduced |
| Westbourne Investments, Inc. | 2,330 | $241.0K | 0.10% | +2,330 | New |
| Liberty Capital Management, Inc. | 2,328 | $240.8K | 0.04% | +2,328 | New |
| McElhenny Sheffield Capital Management, LLC | 2,322 | $240.2K | 0.06% | +2,322 | New |
| Beacon Financial Advisory LLC | 2,321 | $240.1K | 0.05% | +2,321 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,316 | $239.6K | 0.02% | +86+3.9% | Added |
| Union Savings Bank | 2,313 | $239.3K | 0.10% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,312 | $239.2K | 0.02% | +2,312 | New |
| Nicholas Hoffman & Company, LLC. | 2,301 | $238.0K | 0.01% | +2,301 | New |
| Silvia McColl Wealth Management, LLC | 2,300 | $237.9K | 0.14% | +2,300 | New |
| Strategic Blueprint, LLC | 2,299 | $237.8K | 0.01% | +2,299 | New |
| Amara Financial, LLC. | 2,295 | $237.4K | 0.14% | −3,337−59.3% | Reduced |
| MJP Associates Inc | 2,293 | $237.2K | 0.03% | +2,293 | New |
| Fragasso Group Inc. | 2,290 | $236.9K | 0.01% | +2,290 | New |
| Oder Investment Management, LLC | 2,284 | $236.2K | 0.16% | +2,284 | New |
| Mark Sheptoff Financial Planning, LLC | 2,283 | $236.2K | 0.13% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,282 | $236.1K | 0.02% | +2,282 | New |
| Crestmont Private Wealth LLC | 2,278 | $235.7K | 0.07% | +2,278 | New |
| Relyea Zuckerberg Hanson LLC | 2,274 | $235.2K | 0.02% | +2,274 | New |
| Rare Wolf Capital LLC | 2,264 | $234.2K | 0.15% | −7,395−76.6% | Reduced |
| Granite Harbor Advisors, Inc. | 2,260 | $233.8K | 0.09% | +2,260 | New |
| Beacon Investment Advisors LLC | 2,250 | $232.8K | 0.07% | +2,250 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,248 | $232.6K | 0.06% | +2,248 | New |
| Alpha Financial Advisors, LLC | 2,244 | $232.1K | 0.06% | +2,244 | New |
| Storen Legacy Partners, LLC | 2,242 | $231.9K | 0.06% | +2,242 | New |
| Midland Wealth Advisors LLC | 2,231 | $230.8K | 0.01% | +2,231 | New |
| KPP Advisory Services LLC | 2,229 | $230.6K | 0.03% | +2,229 | New |
| Spirepoint Private Client, LLC | 2,222 | $229.9K | 0.02% | +2,222 | New |
| Sheets Smith Wealth Management | 2,214 | $229.0K | 0.02% | −6,997−76.0% | Reduced |
| Bedel Financial Consulting, Inc. | 2,209 | $228.5K | 0.02% | +2,209 | New |
| AXS Investments LLC | 2,206 | $228.2K | 0.06% | −444−16.8% | Reduced |
| Seven Mile Advisory | 2,206 | $228.2K | 0.15% | +2,206 | New |
| Institute for Wealth Management, LLC. | 2,206 | $228.2K | 0.02% | +2,206 | New |
| Taylor Hoffman Capital Management LLC | 2,202 | $227.8K | 0.06% | +2,202 | New |
| WealthCare Investment Partners, LLC | 2,201 | $227.7K | 0.06% | +2,201 | New |
| Quantessence Capital LLC | 2,200 | $227.6K | 0.67% | +2,200 | New |
| Hengehold Capital Management LLC | 2,200 | $227.6K | 0.02% | +2,200 | New |
| Clarion Wealth Managment Partners, LLC | 2,196 | $227.2K | 0.18% | +2,196 | New |
| USAdvisors Wealth Management, LLC | 2,198 | $227.0K | 0.07% | +2,198 | New |
| Plancorp, LLC | 2,138 | $226.5K | 0.01% | +2,138 | New |
| Swiss Re Ltd | 2,187 | $226.2K | 0.02% | +1,860+568.8% | Added |
| NTV Asset Management LLC | 2,187 | $226.2K | 0.02% | +2,187 | New |
| Stockman Wealth Management, Inc. | 2,185 | $226.0K | 0.02% | +2,185 | New |
| Certified Advisory Corp | 2,175 | $225.0K | 0.02% | +2,175 | New |
| WBI Investments | 2,174 | $224.9K | 0.06% | +2,174 | New |
| Salomon & Ludwin, LLC | 2,145 | $224.8K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 2,170 | $224.5K | 0.04% | +2,170 | New |
| Ullmann Financial Group, Inc. | 2,162 | $223.6K | 0.02% | +2,162 | New |
| Sagewood Asset Management LP | 2,160 | $223.5K | 0.05% | +2,160 | New |
| SHP Wealth Management | 2,157 | $223.1K | 0.02% | +264+13.9% | Added |
| Cercano Management LLC | 2,155 | $222.9K | 0.03% | +2,155 | New |
| Drucker Wealth 3.0, LLC | 2,151 | $222.5K | 0.04% | +2,151 | New |
| ELCO Management Co., LLC | 2,149 | $222.3K | 0.10% | +2,149 | New |
| Southern Michigan Bank & Trust | 2,148 | $222.2K | 0.08% | −78−3.5% | Reduced |
| OneAscent Family Office, LLC | 2,147 | $222.1K | 0.11% | +2,147 | New |
| Old North State Trust, LLC | 2,147 | $222.0K | 0.11% | +2,147 | New |
| Jeppson Wealth Management, LLC | 2,144 | $221.8K | 0.07% | +2,144 | New |
| Rossby Financial, LCC | 2,141 | $221.5K | 0.04% | −1,319−38.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,127 | $220.0K | 0.13% | +2,127 | New |
| Chatterton & Associates Inc. | 2,134 | $219.4K | 0.13% | +2,134 | New |
| Riversedge Advisors, LLC | 2,120 | $219.3K | 0.03% | +2,120 | New |
| Clean Yield Group | 2,118 | $219.1K | 0.05% | +978+85.8% | Added |
| Capital Asset Advisory Services LLC | 2,112 | $218.5K | 0.01% | +2,112 | New |
| Axxion S.A. | 2,094 | $216.6K | 0.02% | +2,094 | New |
| Mayfair Advisory Group, LLC | 2,009 | $216.4K | 0.07% | +2,009 | New |
| Berger Financial Group, Inc | 2,083 | $215.5K | 0.01% | +2,083 | New |
| Almanack Investment Partners, LLC. | 2,081 | $215.2K | 0.03% | +2,081 | New |
| Beese Fulmer Investment Management, Inc. | 2,076 | $214.8K | 0.01% | −885−29.9% | Reduced |
| Forum Financial Management, LP | 2,074 | $214.6K | 0.00% | +2,074 | New |
| Harvest Fund Management Co., Ltd | 2,072 | $214.0K | 0.01% | −108−5.0% | Reduced |
| Summitry LLC | 2,061 | $213.2K | 0.01% | +2,061 | New |
| Summit Financial Strategies, Inc. | 2,057 | $212.8K | 0.01% | +2,057 | New |
| Yoffe Investment Management, LLC | 2,057 | $212.8K | 0.24% | +2,057 | New |
| Altfest L J & Co Inc | 2,056 | $212.7K | 0.02% | +2,056 | New |
| American Trust | 2,053 | $212.4K | 0.02% | +2,053 | New |
| Oxford Financial Group Ltd | 2,045 | $211.6K | 0.01% | +2,045 | New |
| Marion Wealth Management | 2,045 | $211.6K | 0.04% | +2,045 | New |
| Vanguard National Trust Co | 2,042 | $211.2K | 0.01% | −653−24.2% | Reduced |
| Fort Point Capital Partners LLC | 2,036 | $210.6K | 0.02% | +2,036 | New |
| Taylor Financial Group, Inc. | 2,034 | $210.4K | 0.12% | +2,034 | New |
| Investment Advisory Group, LLC | 2,034 | $210.4K | 0.05% | +2,034 | New |
| Lynx Investment Advisory | 2,033 | $210.3K | 0.07% | +2,033 | New |