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 |
|---|---|---|---|---|---|
| Financial Network Wealth Advisors LLC | 916 | $94.8K | 0.10% | −140−13.3% | Reduced |
| Quarry LP | 910 | $94.1K | 0.01% | −3,527−79.5% | Reduced |
| Bangor Savings Bank | 905 | $93.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 899 | $93.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 896 | $92.7K | 0.02% | −113−11.2% | Reduced |
| Bogart Wealth, LLC | 890 | $92.0K | 0.00% | +118+15.3% | Added |
| Coston, McIsaac & Partners | 887 | $91.0K | 0.02% | −51−5.4% | Reduced |
| Park Place Capital Corp | 878 | $90.8K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 825 | $85.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 820 | $85.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 819 | $84.7K | 0.01% | +148+22.1% | Added |
| Lummis Asset Management, LP | 800 | $84.2K | 0.05% | 00.0% | Unchanged |
| RHL Group, LLC | 807 | $83.1K | 0.07% | 00.0% | Unchanged |
| Bayban | 801 | $82.9K | 0.06% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 801 | $82.9K | 0.04% | +101+14.4% | Added |
| Birch Capital Management, LLC | 789 | $81.6K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 788 | $81.5K | 0.02% | −97−11.0% | Reduced |
| Triumph Capital Management | 776 | $80.3K | 0.01% | +59+8.2% | Added |
| West Branch Capital LLC | 756 | $78.2K | 0.02% | +166+28.1% | Added |
| Ares Financial Consulting, LLC | 752 | $77.8K | 0.06% | +36+5.0% | Added |
| Piscataqua Savings Bank | 742 | $76.8K | 0.05% | −90−10.8% | Reduced |
| Westfuller Advisors, LLC | 740 | $76.6K | 0.03% | +505+214.9% | Added |
| Atlantic Trust, LLC | 734 | $75.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 716 | $74.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 708 | $73.2K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 706 | $72.4K | 0.01% | +706 | New |
| HHM Wealth Advisors, LLC | 695 | $71.9K | 0.01% | −257−27.0% | Reduced |
| Indiana Trust & Investment Management CO | 680 | $70.3K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 668 | $69.1K | 0.04% | +4+0.6% | Added |
| MidFirst Bank | 667 | $69.0K | 0.00% | −33−4.7% | Reduced |
| SJS Investment Consulting Inc. | 666 | $68.9K | 0.01% | −37−5.3% | Reduced |
| MV Capital Management, Inc. | 658 | $68.1K | 0.01% | +22+3.5% | Added |
| Hanson & Doremus Investment Management | 653 | $68.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 651 | $67.3K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 649 | $67.2K | 0.01% | −229−26.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 642 | $66.4K | 0.00% | +6+0.9% | Added |
| Entrust Financial LLC | 639 | $66.1K | 0.04% | −64−9.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 636 | $65.8K | 0.02% | −1,225−65.8% | Reduced |
| Wellington-Altus USA Inc. | 905 | $65.0K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 626 | $64.8K | 0.01% | +57+10.0% | Added |
| Prosperity Bancshares Inc | 617 | $63.8K | 0.04% | −74−10.7% | Reduced |
| Tiaa Trust, National Association | 617 | $63.8K | 0.00% | −6−1.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 615 | $63.7K | 0.00% | −1,148−65.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 613 | $63.4K | 0.01% | +613 | New |
| Delta Asset Management LLC | 611 | $63.3K | 0.01% | −100−14.1% | Reduced |
| Princeton Global Asset Management LLC | 606 | $62.7K | 0.01% | −21−3.3% | Reduced |
| Pinnacle Bancorp, Inc. | 606 | $62.7K | 0.02% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 600 | $62.1K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 600 | $62.1K | 0.00% | +600 | New |
| Beutel, Goodman & Co Ltd. | 600 | $62.0K | 0.00% | −5,265−89.8% | Reduced |
| Strive Financial Group ,LLC | 582 | $60.2K | 0.03% | −85−12.7% | Reduced |
| Gill Capital Partners, LLC | 573 | $59.2K | 0.02% | +1+0.2% | Added |
| Hamrick Investment Counsel, llc | 564 | $58.4K | 0.04% | +4+0.7% | Added |
| First Community Trust NA | 562 | $58.1K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 542 | $56.1K | 0.01% | +188+53.1% | Added |
| Atwood & Palmer Inc | 535 | $55.3K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 525 | $54.3K | 0.03% | −14−2.6% | Reduced |
| VSM Wealth Advisory, LLC | 525 | $54.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 499 | $53.9K | 0.01% | +45+9.9% | Added |
| Caldwell Trust Co | 517 | $53.5K | 0.00% | −63−10.9% | Reduced |
| Main Street Group, LTD | 503 | $52.0K | 0.01% | −19−3.6% | Reduced |
| Godfrey Financial Associates, Inc. | 501 | $51.8K | 0.04% | +23+4.8% | Added |
| Gables Capital Management Inc. | 500 | $51.7K | 0.02% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 500 | $51.7K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 495 | $51.2K | 0.01% | −50−9.2% | Reduced |
| Standard Family Office LLC | 488 | $50.5K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 487 | $50.3K | 0.01% | +1+0.2% | Added |
| Dogwood Wealth Management LLC | 483 | $50.0K | 0.02% | +88+22.3% | Added |
| Battery Global Advisors, LLC | 478 | $49.4K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 478 | $49.4K | 0.00% | −100−17.3% | Reduced |
| Fortitude Family Office, LLC | 470 | $48.6K | 0.01% | −23−4.7% | Reduced |
| GoalVest Advisory LLC | 469 | $48.5K | 0.01% | +61+15.0% | Added |
| Roxbury Financial LLC | 465 | $48.1K | 0.04% | +2+0.4% | Added |
| Boreal Capital Management LLC | 451 | $46.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 450 | $46.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 447 | $46.0K | 0.03% | −39−8.0% | Reduced |
| Stone House Investment Management, LLC | 440 | $45.5K | 0.01% | +10+2.3% | Added |
| Harbor Asset Planning, Inc. | 438 | $45.4K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 436 | $45.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 435 | $45.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 432 | $44.7K | 0.03% | −122−22.0% | Reduced |
| Costello Asset Management, INC | 431 | $44.6K | 0.01% | −48−10.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 431 | $44.6K | 0.01% | +238+123.3% | Added |
| Bell Investment Advisors, Inc | 426 | $44.1K | 0.01% | +12+2.9% | Added |
| Purpose Unlimited Inc. | 416 | $43.4K | 0.00% | −19−4.4% | Reduced |
| WealthCollab, LLC | 411 | $42.5K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 406 | $42.0K | 0.02% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 410 | $42.0K | 0.03% | −498−54.8% | Reduced |
| Vermillion Wealth Management, Inc. | 400 | $41.4K | 0.01% | −94−19.0% | Reduced |
| Addison Advisors LLC | 397 | $41.1K | 0.02% | −5,809−93.6% | Reduced |
| Front Row Advisors LLC | 439 | $41.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 384 | $39.7K | 0.01% | −20−5.0% | Reduced |
| Arlington Trust Co LLC | 382 | $39.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 376 | $38.9K | 0.00% | −87−18.8% | Reduced |
| Wall Street Access Asset Management, LLC | 372 | $38.5K | 0.01% | +222+148.0% | Added |
| Stephenson National Bank & Trust | 367 | $38.0K | 0.01% | −178−32.7% | Reduced |
| ZRC Wealth Management, LLC | 356 | $36.8K | 0.01% | +105+41.8% | Added |
| Rialto Wealth Management, LLC | 349 | $36.1K | 0.01% | +164+88.6% | Added |
| Flagship Wealth Advisors, LLC | 348 | $36.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 350 | $36.0K | 0.01% | 00.0% | Unchanged |