Skip to content
Disclosery

CVS CVS HEALTH CORP

Follow

COM (common), issuer CIK 64803

1,912 managers (1,956 13F filers) reported a position in CVS shares at 2025-12-31, 1,132,999,046 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
1,912
13F filers
1,956
New
155
Added
704
Reduced
725
Sold out
117
Shares held by filers
1,132,999,046

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
KELLEHER FINANCIAL ADVISORS150$11.9K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…150$11.9K0.01%13F-HRTimeline
Crewe Advisors LLC139$11K<0.01%+4913F-HRTimeline
LFA - Lugano Financial Advisors SA140$11K0.01%-86013F-HRTimeline
Marquette Asset Management, LLC137$10.9K<0.01%+2713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC131$10.4K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.131$10K0.01%13F-HRTimeline
Hughes Financial Services, LLC126$10K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC125$9.92K<0.01%013F-HR/ATimeline
Mountain Hill Investment Partners Corp.121$9.61K0.01%013F-HRTimeline
Essential Investment Partners LLC120$9.52K0.01%13F-HRTimeline
Minot DeBlois Advisors LLC119$9.44K0.01%013F-HRTimeline
Bernard Wealth Management Corp.117$9.29K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC113$8.97K0.01%13F-HR/ATimeline
Bravera Wealth113$8.97K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…112$8.89K<0.01%+8413F-HRTimelineGroup
Global Wealth Strategies & Associates111$8.81K<0.01%+1713F-HRTimeline
Collier Financial108$8.57K0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC107$8.49K0.01%013F-HRTimeline
Clark Wealth Partners107$8.49K0.01%013F-HRTimeline
Joseph Group Capital Management101$8.02K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…108$8K<0.01%+313F-HRTimelineGroup
Cedar Wealth Management, LLC101$7.98K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$7.94K<0.01%013F-HRTimeline
Richardson Capital Management LLC100$7.94K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$7.94K0.01%013F-HRTimeline
Vision Retirement, LLC100$7.94K<0.01%13F-HRTimeline
Garton & Associates Financial Advisors …100$7.94K<0.01%13F-HRTimeline
Cypress Capital Management LLC (WY)98$7.78K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC97$7.73K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC93$7.38K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …92$7.3K0.01%new13F-HRTimeline
Navalign, LLC92$7.3K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp95$7.29K0.01%013F-HR/ATimeline
Bay Harbor Wealth Management, LLC91$7.22K<0.01%+3113F-HRTimeline
Comprehensive Financial Planning, Inc./…91$7.22K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA89$7.06K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC87$6.87K<0.01%-3713F-HRTimeline
USA FINANCIAL FORMULAS84$6.67K<0.01%-6,38013F-HRTimeline
MANNING & NAPIER ADVISORS LLC83$6.63K<0.01%-42,93513F-HRTimeline
Wealth Preservation Advisors, LLC78$6.19K<0.01%013F-HRTimeline
Benson Wealth Management INC78$6.19K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$6K<0.01%013F-HRTimeline
Hurley Capital, LLC73$5.78K<0.01%-913F-HRTimeline
Robinswood Financial LLC72$5.71K<0.01%013F-HRTimeline
Battery Global Advisors, LLC11$5.62K<0.01%-46713F-HRTimeline
Nvest Wealth Strategies, Inc.70$5.56K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC70$5.55K<0.01%+1113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…68$5.4K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC67$5.32K<0.01%-3013F-HRTimeline
Kozak & Associates, Inc.65$5.2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC65$5.16K<0.01%13F-HRTimeline
High Note Wealth, LLC63$5K<0.01%+5513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC63$5K<0.01%-3113F-HRTimeline
CrossGen Wealth, LLC62$4.94K<0.01%13F-HRTimeline
Aspect Partners, LLC62$4.92K<0.01%013F-HRTimeline
Estate Planners Group, LLC61$4.87K<0.01%13F-HRTimeline
SFAM, LLC60$4.76K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC58$4.6K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC58$4.54K<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$4.13K<0.01%013F-HRTimeline
NVWM, LLC52$4.13K<0.01%+1013F-HRTimeline
Stephens Consulting, LLC50$3.97K<0.01%013F-HRTimeline
Kings Path Partners LLC50$3.97K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.49$3.89K<0.01%+2113F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.49$3.7K<0.01%+4113F-HRTimeline
N.E.W. Advisory Services LLC45$3.57K<0.01%013F-HRTimeline
Imprint Wealth LLC45$3.57K0.02%-18213F-HRTimeline
COUNTRY TRUST BANK43$3.41K<0.01%-13813F-HRTimeline
Catherine Avery Investment Management L…41$3.25K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC40$3.2K<0.01%013F-HRTimeline
Bare Financial Services, Inc40$3.17K<0.01%+1613F-HRTimeline
IMG Wealth Management, Inc.39$3.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC39$3.1K<0.01%013F-HRTimeline
PayPay Securities Corp37$2.94K0.09%+813F-HRTimeline
WestEnd Advisors, LLC34$2.7K<0.01%-413F-HRTimeline
Tripletail Wealth Management, LLC34$2.7K<0.01%013F-HRTimeline
Miller Global Investments, LLC34$2.7K<0.01%13F-HRTimeline
American Capital Advisory, LLC32$2.54K<0.01%+813F-HRTimeline
Sunrise Financial Services, LLC32$2.54K<0.01%13F-HRTimeline
PFS Partners, LLC31$2.46K<0.01%-80813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC31$2.46K<0.01%13F-HRTimeline
Graney & King, LLC30$2.36K<0.01%+113F-HRTimeline
POM Investment Strategies, LLC29$2.3K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC26$2.06K<0.01%+413F-HRTimeline
Nova Wealth Management, Inc.24$1.92K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC23$1.83K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.21$1.67K<0.01%+2013F-HRTimeline
Quattro Advisors LLC20$1.62K<0.01%13F-HRTimeline
GODSEY & GIBB, INC20$1.59K<0.01%new13F-HRTimeline
Key Capital Management, INC20$1.59K<0.01%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.20$1.5K<0.01%13F-HRTimeline
Portfolio Resources Advisor Group, Inc.18$1.43K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.35K<0.01%013F-HRTimeline
Caitlin John, LLC15$1.19K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.15$1.15K<0.01%new13F-HRTimeline
Hara Capital LLC14$1.11K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC11$1K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.12$990<0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC12$953<0.01%new13F-HRTimeline
NorthAvenue LLC12$953<0.01%13F-HRTimeline
Davis Capital Management11$873<0.01%013F-HRTimeline
Signature Resources Capital Management,…11$873<0.01%new13F-HRTimeline
Breakwater Investment Management8$635<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC7$556<0.01%new13F-HRTimeline
Fairman Group, LLC5$397<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC5$3970.01%+313F-HRTimeline
Bear Mountain Capital, Inc.3$244<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3$239<0.01%new13F-HRTimeline
RMG Wealth Management LLC2$178<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Vinland Capital Management Gestora de R…0$00%-2,39513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.