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.
| 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 |
|---|---|---|---|---|---|
| American National Bank | 70 | $7.24K | 0.00% | +10+16.7% | Added |
| Raleigh Capital Management Inc. | 67 | $6.93K | 0.00% | −168−71.5% | Reduced |
| Kozak & Associates, Inc. | 66 | $6.90K | 0.00% | +1+1.5% | Added |
| Creative Capital Management Investments LLC | 66 | $6.83K | 0.00% | +66 | New |
| Aspect Partners, LLC | 65 | $6.72K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 63 | $6.55K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 63 | $6.52K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 62 | $6.41K | 0.00% | +62 | New |
| Meramec Financial Planners, LLC | 58 | $6.21K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 60 | $6.21K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 55 | $5.76K | 0.00% | −3−5.2% | Reduced |
| American Capital Advisory, LLC | 54 | $5.59K | 0.00% | +15+38.5% | Added |
| Old Second National Bank of Aurora | 52 | $5.38K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 52 | $5.38K | 0.00% | +5+10.6% | Added |
| Darwin Advisors, LLC | 51 | $5.38K | 0.00% | −10−16.4% | Reduced |
| Kings Path Partners LLC | 50 | $5.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $5.17K | 0.00% | +50 | New |
| Retirement Wealth Solutions LLC | 45 | $4.66K | 0.00% | +22+95.7% | Added |
| Imprint Wealth LLC | 45 | $4.66K | 0.02% | 00.0% | Unchanged |
| Key Capital Management, INC | 45 | $4.66K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 45 | $4.66K | 0.00% | +45 | New |
| United Financial Planning Group LLC | 43 | $4.45K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $4.34K | 0.00% | −436−91.2% | Reduced |
| Lloyd Advisory Services, LLC. | 40 | $4.14K | 0.00% | +40 | New |
| Fairscale Capital, LLC | 39 | $4.04K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 38 | $3.93K | 0.00% | +4+11.8% | Added |
| Davis Capital Management | 38 | $3.93K | 0.00% | +27+245.5% | Added |
| Sunrise Financial Services, LLC | 35 | $3.62K | 0.00% | −63−64.3% | Reduced |
| Tripletail Wealth Management, LLC | 34 | $3.56K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 34 | $3.52K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 32 | $3.31K | 0.00% | +6+23.1% | Added |
| PFS Partners, LLC | 31 | $3.21K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 31 | $3.21K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 30 | $3.12K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 29 | $3.00K | 0.00% | −69−70.4% | Reduced |
| Rakuten Securities, Inc. | 28 | $2.90K | 0.00% | −55−66.3% | Reduced |
| PayPay Securities Corp | 28 | $2.90K | 0.11% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 26 | $2.74K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 25 | $2.59K | 0.00% | +25 | New |
| Sims Investment Management, LLC | 25 | $2.59K | 0.00% | +25 | New |
| Tradewinds Capital Management, LLC | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 20 | $2.10K | 0.00% | +20 | New |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $2.07K | 0.00% | +16+400.0% | Added |
| CKW Financial Group | 15 | $2.00K | 0.00% | +15 | New |
| Halbert Hargrove Global Advisors, LLC | 18 | $1.87K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.86K | 0.00% | +18 | New |
| Albion Financial Group | 17 | $1.76K | 0.00% | −43−71.7% | Reduced |
| Caitlin John, LLC | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $1.34K | 0.00% | −6−31.6% | Reduced |
| NorthAvenue LLC | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 12 | $1.22K | 0.00% | +12 | New |
| Seneschal Advisors, LLC | 11 | $1.14K | 0.00% | −310−96.6% | Reduced |
| Phillip James Consulting Co. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Mosley Wealth Management | 9 | $931 | 0.00% | +9 | New |
| Breakwater Investment Management | 8 | $828 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 8 | $828 | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 7 | $724 | 0.00% | +7 | New |
| ROSS\JOHNSON & Associates LLC | 6 | $621 | 0.01% | +4+200.0% | Added |
| Tidemark, LLC | 6 | $621 | 0.00% | +6 | New |
| Fairman Group, LLC | 5 | $517 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 3 | $310 | 0.00% | +3 | New |
| Cranbrook Wealth Management, LLC | 2 | $250 | 0.00% | −298−99.3% | Reduced |
| Cordant, Inc. | 2 | $239 | 0.00% | +2 | New |
| RMG Wealth Management LLC | 2 | $211 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $207 | 0.00% | −70−97.2% | Reduced |
| Signature Resources Capital Management, LLC | 2 | $207 | 0.00% | +2 | New |
| Elequin Capital LP | 1 | $103 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −2,794,787−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −539,973−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −363,765−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −323,809−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −290,700−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −277,825−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −182,824−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −176,500−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −103,111−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −93,028−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −91,700−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −87,980−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −80,220−100.0% | Sold out |
| Coerente Capital Management | 0 | $0 | 0.00% | −60,599−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −55,009−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −39,485−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −39,093−100.0% | Sold out |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −36,797−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −35,665−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −28,647−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −28,146−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −26,670−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −22,759−100.0% | Sold out |