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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 2,029 | $209.9K | 0.08% | −15−0.7% | Reduced |
| Verum Partners LLC | 2,023 | $209.3K | 0.03% | +2,023 | New |
| Balboa Wealth Partners | 2,018 | $208.8K | 0.03% | +2,018 | New |
| Valmark Advisers, Inc. | 2,014 | $208.3K | 0.00% | +2,014 | New |
| Tower Bridge Advisors | 2,002 | $207.1K | 0.02% | +2,002 | New |
| Roble, Belko & Company, Inc | 2,000 | $207.0K | 0.02% | −6−0.3% | Reduced |
| ESL Trust Services, LLC | 2,000 | $206.9K | 0.04% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,000 | $206.9K | 0.10% | +2,000 | New |
| Cherokee Insurance Co | 2,000 | $206.9K | 0.08% | +2,000 | New |
| Focused Wealth Management, Inc | 1,999 | $206.8K | 0.02% | +1,999 | New |
| LeConte Wealth Management, LLC | 1,996 | $206.5K | 0.11% | +1,996 | New |
| Intellus Advisors LLC | 1,992 | $206.1K | 0.03% | +1,992 | New |
| OneAscent Wealth Management LLC | 1,990 | $205.9K | 0.06% | +1,990 | New |
| Chesley Taft & Associates LLC | 1,989 | $205.8K | 0.01% | +1,989 | New |
| KLCM Advisors, Inc. | 1,987 | $205.6K | 0.02% | +1,987 | New |
| QTR Family Wealth, LLC | 1,985 | $205.3K | 0.07% | +1,985 | New |
| Old Port Advisors | 1,983 | $205.1K | 0.04% | +1,983 | New |
| WealthPlan Investment Management, LLC | 1,972 | $204.0K | 0.01% | +1,972 | New |
| Essential Planning, LLC. | 1,969 | $203.7K | 0.06% | +1,969 | New |
| Howard Financial Services, Ltd. | 1,967 | $203.5K | 0.02% | +1,967 | New |
| TMB Capital Partners, LLC | 1,963 | $203.1K | 0.06% | +1,963 | New |
| Duncker Streett & Co Inc | 1,960 | $202.8K | 0.03% | 00.0% | Unchanged |
| Welch Group, LLC | 1,956 | $202.3K | 0.01% | +1,956 | New |
| Pacific Sage Partners, LLC | 1,951 | $201.8K | 0.03% | +1,951 | New |
| Shufro Rose & Co LLC | 1,950 | $201.7K | 0.01% | +1,950 | New |
| Aureus Asset Management, LLC | 1,948 | $201.5K | 0.01% | +1,948 | New |
| Enterprise Financial Services Corp | 1,944 | $201.1K | 0.08% | +1,944 | New |
| Barings LLC | 1,934 | $200.1K | 0.00% | +1,934 | New |
| Cassaday & Co Wealth Management LLC | 1,922 | $198.8K | 0.00% | −7−0.4% | Reduced |
| Centaurus Financial, Inc. | 1,902 | $197.0K | 0.01% | +18+1.0% | Added |
| PlanVest Financial, Inc | 1,833 | $189.6K | 0.13% | +2+0.1% | Added |
| Nemes Rush Group LLC | 1,828 | $189.1K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 1,822 | $188.5K | 0.00% | +859+89.2% | Added |
| Golden State Wealth Management, LLC | 1,805 | $186.7K | 0.02% | +242+15.5% | Added |
| Evelyn Partners Group Ltd | 1,800 | $186.2K | 0.00% | +1,800 | New |
| Robbins Farley LLC | 1,800 | $186.2K | 0.07% | −200−10.0% | Reduced |
| Proathlete Wealth Management LLC | 1,798 | $186.1K | 0.05% | +14+0.8% | Added |
| Legacy Bridge, LLC | 1,775 | $183.6K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,729 | $178.9K | 0.06% | +22+1.3% | Added |
| Grove Bank & Trust | 1,720 | $177.9K | 0.02% | −249−12.6% | Reduced |
| Kemnay Advisory Services Inc. | 1,719 | $177.8K | 0.02% | −604−26.0% | Reduced |
| AlphaCentric Advisors LLC | 1,705 | $176.4K | 0.15% | +90+5.6% | Added |
| West Family Investments, Inc. | 22,696 | $175.6K | 0.05% | −303−1.3% | Reduced |
| City State Bank | 1,643 | $170.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,594 | $164.9K | 0.01% | −30−1.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $162.5K | 0.01% | −600−27.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,537 | $160.0K | 0.04% | −298−16.2% | Reduced |
| Owl Creek Wealth Partners LLC | 1,523 | $157.6K | 0.05% | +10+0.7% | Added |
| Valley National Advisers Inc | 1,516 | $156.8K | 0.02% | +33+2.2% | Added |
| Hilltop National Bank | 1,503 | $155.5K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,440 | $149.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,416 | $146.5K | 0.02% | +64+4.7% | Added |
| Private Wealth Management Group, LLC | 1,405 | $145.3K | 0.03% | +1,037+281.8% | Added |
| Frazier Financial Advisors, LLC | 1,391 | $143.9K | 0.07% | +53+4.0% | Added |
| 1015 Capital Partners, LLC | 1,385 | $143.3K | 0.12% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,381 | $142.9K | 0.00% | +767+124.9% | Added |
| Motco | 1,376 | $142.3K | 0.01% | −30−2.1% | Reduced |
| HighMark Wealth Management LLC | 1,374 | $142.2K | 0.05% | +11+0.8% | Added |
| Hickory Point Bank & Trust | 1,372 | $141.9K | 0.09% | −125−8.4% | Reduced |
| City Holding Co | 1,360 | $140.7K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,350 | $139.7K | 0.07% | −157−10.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,348 | $139.5K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,345 | $139.1K | 0.02% | +448+49.9% | Added |
| Center for Financial Planning, Inc. | 1,341 | $138.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 1,333 | $137.9K | 0.07% | +131+10.9% | Added |
| Essential Partners LLC | 1,321 | $136.7K | 0.06% | −106−7.4% | Reduced |
| Peoples Financial Services Corp. | 1,315 | $136.0K | 0.06% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 1,304 | $134.9K | 0.06% | −17,640−93.1% | Reduced |
| JPL Wealth Management, LLC | 1,291 | $133.5K | 0.03% | +37+3.0% | Added |
| Bayforest Capital Ltd | 1,268 | $131.2K | 0.12% | −3,546−73.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,252 | $129.5K | 0.02% | +484+63.0% | Added |
| Bruce G. Allen Investments, LLC | 1,215 | $125.7K | 0.08% | −14−1.1% | Reduced |
| Heritage Wealth Advisors | 1,200 | $124.1K | 0.00% | +500+71.4% | Added |
| Anchor Bay Capital, Inc. | 1,265 | $121.0K | 0.07% | +1,265 | New |
| Silvant Capital Management LLC | 1,169 | $120.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,158 | $119.8K | 0.03% | +1,158 | New |
| Provenance Wealth Advisors, LLC | 1,148 | $118.8K | 0.01% | +7+0.6% | Added |
| CNB Bank | 1,146 | $118.6K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,008 | $117.0K | 0.01% | +1,008 | New |
| Smallwood Wealth Investment Management, LLC | 1,117 | $115.6K | 0.05% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,112 | $115.0K | 0.09% | +1,112 | New |
| First Command Advisory Services, Inc. | 1,098 | $113.6K | 0.00% | +74+7.2% | Added |
| True Wealth Design, LLC | 1,085 | $112.2K | 0.03% | −80−6.9% | Reduced |
| Silver Grove Financial Group, Inc. | 1,078 | $111.5K | 0.06% | +1,070+13,375.0% | Added |
| Centennial Bank | 1,066 | $110.3K | 0.04% | −500−31.9% | Reduced |
| Hilton Head Capital Partners, LLC | 1,025 | $106.1K | 0.05% | +3+0.3% | Added |
| Capital Analysts, LLC | 1,012 | $105.0K | 0.00% | −16−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 1,004 | $103.9K | 0.05% | +1,004 | New |
| Activest Wealth Management | 998 | $103.2K | 0.02% | +745+294.5% | Added |
| Continuum Advisory, LLC | 991 | $102.5K | 0.01% | −79,745−98.8% | Reduced |
| Virtus ETF Advisers LLC | 978 | $101.2K | 0.04% | +178+22.3% | Added |
| Glass Jacobson Investment Advisors llc | 968 | $100.1K | 0.03% | +8+0.8% | Added |
| Buck Wealth Strategies, LLC | 955 | $98.8K | 0.01% | +955 | New |
| West Paces Advisors Inc. | 953 | $98.6K | 0.02% | +953 | New |
| Ogorek Anthony Joseph | 954 | $98.0K | 0.02% | −43−4.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 947 | $98.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 935 | $96.7K | 0.01% | +62+7.1% | Added |
| Asset Dedication, LLC | 934 | $96.6K | 0.01% | −463−33.1% | Reduced |
| Millstone Evans Group, LLC | 928 | $96.0K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 916 | $95.0K | 0.00% | −20−2.1% | Reduced |