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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

2,020 managers (2,074 13F filers) reported a position in CVS shares at 2026-06-30, 1,137,866,387 shares in all. 298 filers opened a position and 108 filers sold out during the quarter.

Managers
2,020
13F filers
2,074
New
298
Added
781
Reduced
736
Sold out
108
Shares held by filers
1,137,866,387

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HIGHLINE WEALTH PARTNERS LLC542$56.1K0.01%+18813F-HRTimeline
ATWOOD & PALMER INC535$55.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp525$54.3K0.03%-1413F-HRTimeline
VSM Wealth Advisory, LLC525$54.3K0.01%013F-HRTimeline
Cornerstone Planning Group LLC499$53.9K0.01%+4513F-HRTimeline
Caldwell Trust Co517$53.5K<0.01%-6313F-HRTimeline
Main Street Group, LTD503$52K0.01%-1913F-HRTimeline
Godfrey Financial Associates, Inc.501$51.8K0.04%+2313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$51.7K0.02%013F-HRTimeline
Pillar Financial Advisors, LLC500$51.7K0.03%013F-HRTimeline
Mascoma Wealth Management LLC495$51.2K0.01%-5013F-HRTimeline
Standard Family Office LLC488$50.5K0.04%013F-HRTimeline
Canton Hathaway, LLC487$50.3K0.01%+113F-HRTimeline
Dogwood Wealth Management LLC483$50K0.02%+8813F-HRTimeline
Battery Global Advisors, LLC478$49.4K0.02%013F-HRTimeline
TD Capital Management LLC478$49.4K<0.01%-10013F-HRTimeline
Fortitude Family Office, LLC470$48.6K0.01%-2313F-HRTimeline
GoalVest Advisory LLC469$48.5K0.01%+6113F-HRTimeline
Roxbury Financial LLC465$48.1K0.04%+213F-HRTimeline
Boreal Capital Management LLC451$46.7K0.03%013F-HRTimeline
FIRST FINANCIAL CORP /IN/450$46.6K0.02%013F-HRTimeline
Covestor Ltd447$46K0.03%-3913F-HRTimeline
Stone House Investment Management, LLC440$45.5K0.01%+1013F-HRTimeline
Harbor Asset Planning, Inc.438$45.4K0.03%013F-HRTimeline
Cedar Mountain Advisors, LLC436$45.1K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH435$45K0.01%013F-HRTimeline
Whipplewood Advisors, LLC432$44.7K0.03%-12213F-HRTimeline
Costello Asset Management, INC431$44.6K0.01%-4813F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.431$44.6K0.01%+23813F-HRTimeline
Bell Investment Advisors, Inc426$44.1K0.01%+1213F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.416$43.4K<0.01%-1913F-HRTimelineGroup
WealthCollab, LLC411$42.5K0.02%013F-HRTimeline
WPG Advisers, LLC406$42K0.02%013F-HRTimeline
Ball & Co Wealth Management Inc.410$42K0.03%-49813F-HRTimeline
Vermillion Wealth Management, Inc.400$41.4K0.01%-9413F-HRTimeline
Addison Advisors LLC397$41.1K0.02%-5,80913F-HRTimeline
Front Row Advisors LLC439$41K0.01%013F-HRTimeline
United Community Bankin group United Community Bank384$39.7K0.01%-2013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC382$39.5K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.376$38.9K<0.01%-8713F-HRTimeline
KELLEHER FINANCIAL ADVISORS372$38.5K0.01%+22213F-HRTimeline
STEPH & CO367$38K0.01%-17813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC356$36.8K0.01%+10513F-HRTimeline
Rialto Wealth Management, LLC349$36.1K0.01%+16413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC348$36K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…350$36K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5,213$35.9K0.01%+4,91313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department346$35.8K0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC340$35.2K0.03%013F-HRTimeline
Crewe Advisors LLC330$34.1K<0.01%+22913F-HRTimeline
Sankala Group LLC357$33.9K0.02%+713F-HRTimeline
HOEY INVESTMENTS, INC323$33.4K<0.01%-67713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC321$33.2K0.01%+213F-HRTimeline
Torren Management, LLC320$33.2K0.02%013F-HRTimeline
Avion Wealth318$32K0.01%+4913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK308$31.9K0.01%new13F-HRTimeline
Dunhill Financial, LLC307$31.9K0.01%+1613F-HRTimeline
CBIZ Investment Advisory Services, LLC433$31.1K<0.01%013F-HRTimeline
Coastline Trust Co300$31K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Timbuktu Capital Management, LLC300$31K0.05%13F-HRTimeline
J.Safra Asset Management Corp294$30.4K<0.01%-18613F-HRTimeline
Beaird Harris Wealth Management, LLC292$30.2K<0.01%+19513F-HRTimeline
Olistico Wealth, LLC290$30K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC287$29.7K0.01%+813F-HRTimeline
Bank & Trust Co285$29.5K0.02%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC271$28K0.02%+113F-HRTimeline
Core Alternative Capital266$27.5K0.01%013F-HRTimeline
Kilter Group LLC264$27.3K0.01%+1513F-HRTimeline
Aventura Private Wealth, LLC263$27.2K0.01%+6113F-HRTimeline
Joseph Group Capital Management252$26.1K0.01%+13013F-HRTimeline
Kennebec Savings Bank252$26.1K0.02%013F-HRTimeline
Pacific Center for Financial Services250$25.9K0.01%013F-HRTimeline
Fortis Group Advisors, LLC250$25.9K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC248$25.7K0.01%+713F-HRTimeline
COUNTRY TRUST BANK243$25.1K<0.01%+20013F-HRTimeline
Founders Capital Management237$24.5K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC237$24.5K0.01%+6913F-HRTimeline
Atomic Invest LLC235$24.3K<0.01%-213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC230$23.8K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.222$23K0.05%013F-HRTimeline
Hughes Financial Services, LLC221$22.9K<0.01%+9513F-HRTimeline
Downshift Financial, LLC218$22.6K0.01%new13F-HRTimeline
Cornerstone Financial Management LLC217$22.4K0.02%+7413F-HR/ATimeline
Financial Management Professionals, Inc.214$22.2K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL208$21.5K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.203$21K0.02%013F-HRTimeline
Centerpoint Advisors, LLC200$21K0.01%013F-HRTimeline
CoreFirst Bank & Trust202$20.9K0.01%013F-HRTimeline
LifeSteps Financial, Inc.200$20.7K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC200$20.7K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC200$20.7K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…200$20.7K0.01%013F-HRTimeline
Montgomery Financial Services LLC198$20.5K0.02%13F-HRTimeline
Synergy Investment Management, LLC193$20.3K<0.01%+11313F-HRTimeline
Bay Harbor Wealth Management, LLC194$20.1K<0.01%+7113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC188$19.4K<0.01%+2913F-HRTimeline
Virginia Estate & Retirement Planning A…8,110$19.3K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.175$18.1K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.170$17.6K<0.01%+1313F-HRTimeline
BOK Financial Private Wealth, Inc.168$17.4K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.158$16.3K0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.157$16.2K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC156$16.1K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC152$15.7K<0.01%-5013F-HRTimeline
MRP Capital Investments, LLC150$15.5K0.01%new13F-HRTimeline
Burk Holdings LLC150$15.5K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…150$15.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.140$14.5K0.01%-2013F-HRTimeline
LFA - Lugano Financial Advisors SA140$14.5K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC136$14.1K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC135$14K<0.01%-3113F-HRTimeline
HFM Investment Advisors, LLC129$13.3K<0.01%+2213F-HRTimeline
Accordant Advisory Group Inc125$12.9K0.01%013F-HRTimeline
Field & Main Bank125$12.9K<0.01%new13F-HR/ATimeline
MILLER WEALTH ADVISORS, LLC125$12.9K0.01%013F-HR/ATimeline
Essential Investment Partners LLC120$12.4K0.01%013F-HRTimeline
Bernard Wealth Management Corp.117$12.1K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC117$12.1K<0.01%-27013F-HRTimeline
Collier Financial108$11.2K0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC107$11.1K0.01%013F-HRTimeline
IMG Wealth Management, Inc.107$11.1K0.01%+3413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…108$11K<0.01%+313F-HRTimelineGroup
Investors Portfolio Services LLC106$11K0.01%-33013F-HRTimeline
Principia Wealth Advisory, LLC101$10.4K0.01%+2813F-HRTimeline
Horrell Capital Management, Inc.100$10.3K<0.01%013F-HRTimeline
Richardson Capital Management LLC100$10.3K<0.01%013F-HRTimeline
Vision Retirement, LLC100$10.3K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp97$9.97K0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT96$9.88K<0.01%-7413F-HRTimeline
Abound Wealth Management92$9.51K<0.01%-18313F-HRTimeline
Comprehensive Financial Planning, Inc./…91$9.41K0.01%013F-HRTimeline
Marquette Asset Management, LLC90$9.31K<0.01%-4613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…89$9.21K0.02%-9,68713F-HR/ATimelineGroup
PIN OAK INVESTMENT ADVISORS INC84$9K0.01%+1313F-HR/ATimeline
Clark Wealth Partners81$8.38K<0.01%+1713F-HRTimeline
Allied Private Wealth LLC79$8.25K0.01%13F-HRTimeline
Benson Wealth Management INC78$8.07K0.01%013F-HRTimeline
High Note Wealth, LLC77$7.97K<0.01%+3313F-HRTimeline
N.E.W. Advisory Services LLC75$7.76K<0.01%+3013F-HRTimeline
Planning Strategies Inc.75$7.76K<0.01%13F-HRTimeline
Hurley Capital, LLC74$7.66K<0.01%+113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…73$7.58K<0.01%013F-HRTimeline
Robinswood Financial LLC73$7.58K<0.01%+113F-HRTimeline
NBH Bank73$7.55K<0.01%13F-HRTimeline
Signature Equity Partners, LLC71$7.34K<0.01%+1213F-HRTimeline
Nvest Wealth Strategies, Inc.70$7.24K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST70$7.24K<0.01%+1013F-HRTimeline
Raleigh Capital Management Inc.67$6.93K<0.01%-16813F-HRTimeline
Kozak & Associates, Inc.66$6.9K<0.01%+113F-HRTimeline
Creative Capital Management Investments…66$6.83K<0.01%new13F-HRTimeline
Aspect Partners, LLC65$6.72K<0.01%013F-HRTimeline
CrossGen Wealth, LLC63$6.55K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC63$6.52K<0.01%013F-HRTimeline
Gleason Group, Inc.62$6.41K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC58$6.21K<0.01%013F-HRTimeline
SFAM, LLC60$6.21K0.01%013F-HRTimeline
DecisionPoint Financial, LLC55$5.76K<0.01%-313F-HRTimeline
American Capital Advisory, LLC54$5.59K<0.01%+1513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$5.38K<0.01%013F-HRTimeline
NVWM, LLC52$5.38K<0.01%+513F-HRTimeline
Darwin Wealth Management, LLC51$5.38K<0.01%-1013F-HRTimeline
NFSG Corp50$5.17K<0.01%new13F-HRTimeline
Kings Path Partners LLC50$5.17K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC45$4.66K<0.01%+2213F-HRTimeline
Imprint Wealth LLC45$4.66K0.02%013F-HRTimeline
Atlatl Advisers LLC45$4.66K<0.01%new13F-HRTimeline
Key Capital Management, INC45$4.66K<0.01%013F-HRTimeline
United Financial Planning Group LLC43$4.45K<0.01%013F-HRTimeline
SWAN Capital LLC42$4.34K<0.01%-43613F-HRTimeline
Lloyd Advisory Services, LLC.40$4.14K<0.01%new13F-HRTimeline
Fairscale Capital, LLC39$4.04K<0.01%013F-HRTimeline
WestEnd Advisors, LLC38$3.93K<0.01%+413F-HRTimeline
Davis Capital Management38$3.93K<0.01%+2713F-HRTimeline
Sunrise Financial Services, LLC35$3.62K<0.01%-6313F-HRTimeline
Tripletail Wealth Management, LLC34$3.56K<0.01%013F-HRTimeline
Miller Global Investments, LLC34$3.52K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC32$3.31K<0.01%+613F-HRTimeline
PFS Partners, LLC31$3.21K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC31$3.21K<0.01%013F-HRTimeline
Graney & King, LLC30$3.12K<0.01%013F-HRTimeline
POM Investment Strategies, LLC29$3K<0.01%-6913F-HRTimeline
PayPay Securities Corp28$2.9K0.07%013F-HRTimeline
Silicon Valley Capital Partners26$2.74K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC25$2.59K<0.01%new13F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC25$2.59K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC23$2.38K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC20$2.1K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.20$2.07K<0.01%+1613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.20$2.07K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP15$2K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC18$1.87K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC18$1.86K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.76K<0.01%-4313F-HRTimeline
Caitlin John, LLC15$1.55K<0.01%013F-HRTimeline
Hara Capital LLC14$1.45K<0.01%013F-HRTimeline
Bare Financial Services, Inc13$1.34K<0.01%-613F-HRTimeline
NorthAvenue LLC12$1.24K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC12$1.22K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11$1.14K<0.01%013F-HRTimeline
Seneschal Advisors, LLC11$1.14K<0.01%-31013F-HRTimeline