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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: 12 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
SOA Wealth Advisors, LLC.5,213$35.9K0.01%+4,913+1,637.7%Added
BankPlus Trust Department346$35.8K0.01%00.0%Unchanged
Chesapeake Asset Management LLC340$35.2K0.03%00.0%Unchanged
Crewe Advisors LLC330$34.1K0.00%+229+226.7%Added
Sankala Group LLC357$33.9K0.02%+7+2.0%Added
Hoey Investments, Inc323$33.4K0.00%−677−67.7%Reduced
MB, Levis & Associates, LLC321$33.2K0.01%+2+0.6%Added
Torren Management, LLC320$33.2K0.02%00.0%Unchanged
Avion Wealth318$32.0K0.01%+49+18.2%Added
Security National Bank of So Dak308$31.9K0.01%+308New
Dunhill Financial, LLC307$31.9K0.01%+16+5.5%Added
CBIZ Investment Advisory Services, LLC433$31.1K0.00%00.0%Unchanged
Coastline Trust Co300$31.0K0.00%00.0%Unchanged
Timbuktu Capital Management, LLC300$31.0K0.05%+300New
J.Safra Asset Management Corp294$30.4K0.00%−186−38.8%Reduced
Beaird Harris Wealth Management, LLC292$30.2K0.00%+195+201.0%Added
Olistico Wealth, LLC290$30.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC287$29.7K0.01%+8+2.9%Added
Bank & Trust Co285$29.5K0.02%00.0%Unchanged
McGuire Capital Advisors Inc271$28.0K0.02%+1+0.4%Added
Core Alternative Capital266$27.5K0.01%00.0%Unchanged
Kilter Group LLC264$27.3K0.01%+15+6.0%Added
Aventura Private Wealth, LLC263$27.2K0.01%+61+30.2%Added
Kennebec Savings Bank252$26.1K0.02%00.0%Unchanged
Joseph Group Capital Management252$26.1K0.01%+130+106.6%Added
Pacific Center for Financial Services250$25.9K0.01%00.0%Unchanged
Fortis Group Advisors, LLC250$25.9K0.00%00.0%Unchanged
Horizon Financial Services, LLC248$25.7K0.01%+7+2.9%Added
Country Trust Bank243$25.1K0.00%+200+465.1%Added
Founders Capital Management237$24.5K0.01%00.0%Unchanged
Wilkerson Advisory Group LLC237$24.5K0.01%+69+41.1%Added
Atomic Invest LLC235$24.3K0.00%−2−0.8%Reduced
FWL Investment Management, LLC230$23.8K0.00%+230New
Consultiva Wealth Management, Corp.222$23.0K0.05%00.0%Unchanged
Hughes Financial Services, LLC221$22.9K0.00%+95+75.4%Added
Downshift Financial, LLC218$22.6K0.01%+218New
Cornerstone Financial Management LLC217$22.4K0.02%+74+51.7%Added
Financial Management Professionals, Inc.214$22.2K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.208$21.5K0.00%00.0%Unchanged
Syntax Research, Inc.203$21.0K0.02%00.0%Unchanged
Centerpoint Advisors, LLC200$21.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust202$20.9K0.01%00.0%Unchanged
Atlantic Private Wealth, LLC200$20.7K0.01%00.0%Unchanged
Chung Wu Investment Group, LLC200$20.7K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.200$20.7K0.01%00.0%Unchanged
LifeSteps Financial, Inc.200$20.7K0.01%+200New
Montgomery Financial Services LLC198$20.5K0.02%+198New
Synergy Investment Management, LLC193$20.3K0.00%+113+141.3%Added
Bay Harbor Wealth Management, LLC194$20.1K0.00%+71+57.7%Added
Raffa Wealth Management, LLC188$19.4K0.00%+29+18.2%Added
Virginia Estate & Retirement Planning Advisors Inc.8,110$19.3K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.175$18.1K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.170$17.6K0.00%+13+8.3%Added
BOK Financial Private Wealth, Inc.168$17.4K0.00%+168New
Maryland Capital Advisors Inc.158$16.3K0.01%+158New
DiNuzzo Private Wealth, Inc.157$16.2K0.00%00.0%Unchanged
Lodestone Wealth Management LLC156$16.1K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC152$15.7K0.00%−50−24.8%Reduced
Burk Holdings LLC150$15.5K0.01%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management150$15.5K0.01%00.0%Unchanged
MRP Capital Investments, LLC150$15.5K0.01%+150New
Richardson Financial Services Inc.140$14.5K0.01%−20−12.5%Reduced
LFA - Lugano Financial Advisors SA140$14.5K0.01%00.0%Unchanged
Evermay Wealth Management LLC136$14.1K0.00%+136New
Chilton Capital Management LLC135$14.0K0.00%−31−18.7%Reduced
HFM Investment Advisors, LLC129$13.3K0.00%+22+20.6%Added
Accordant Advisory Group Inc125$12.9K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC125$12.9K0.01%00.0%Unchanged
Field & Main Bank125$12.9K0.00%+125New
Essential Investment Partners LLC120$12.4K0.01%00.0%Unchanged
Bernard Wealth Management Corp.117$12.1K0.00%00.0%Unchanged
Global Trust Asset Management, LLC117$12.1K0.00%−270−69.8%Reduced
Collier Financial108$11.2K0.01%00.0%Unchanged
Dynamic Wealth Strategies, LLC107$11.1K0.01%00.0%Unchanged
IMG Wealth Management, Inc.107$11.1K0.01%+34+46.6%Added
Investors Portfolio Services LLC106$11.0K0.01%−330−75.7%Reduced
Penserra Capital Management LLC108$11.0K0.00%+3+2.9%Added
Principia Wealth Advisory, LLC101$10.4K0.01%+28+38.4%Added
Horrell Capital Management, Inc.100$10.3K0.00%00.0%Unchanged
Richardson Capital Management LLC100$10.3K0.00%00.0%Unchanged
Vision Retirement, LLC100$10.3K0.00%00.0%Unchanged
Kerr Financial Planning Corp97$9.97K0.01%+1+1.0%Added
Hollencrest Capital Management96$9.88K0.00%−74−43.5%Reduced
Abound Wealth Management92$9.51K0.00%−183−66.5%Reduced
Comprehensive Financial Planning, Inc.91$9.41K0.01%00.0%Unchanged
Marquette Asset Management, LLC90$9.31K0.00%−46−33.8%Reduced
Golden State Equity Partners89$9.21K0.02%−9,687−99.1%Reduced
Pin Oak Investment Advisors Inc84$9.00K0.01%+13+18.3%Added
Clark Wealth Partners81$8.38K0.00%+17+26.6%Added
Allied Private Wealth LLC79$8.25K0.01%+79New
Benson Wealth Management INC78$8.07K0.01%00.0%Unchanged
High Note Wealth, LLC77$7.97K0.00%+33+75.0%Added
N.E.W. Advisory Services LLC75$7.76K0.00%+30+66.7%Added
Planning Strategies Inc.75$7.76K0.00%+75New
Hurley Capital, LLC74$7.66K0.00%+1+1.4%Added
Ritter Daniher Financial Advisory LLC73$7.58K0.00%00.0%Unchanged
Robinswood Financial LLC73$7.58K0.00%+1+1.4%Added
NBH Bank73$7.55K0.00%+73New
Signature Equity Partners, LLC71$7.34K0.00%+12+20.3%Added
Nvest Wealth Strategies, Inc.70$7.24K0.00%00.0%Unchanged