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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,721 managers (1,762 13F filers) reported a position in CVS shares at 2025-06-30, 1,097,610,503 shares in all. 152 filers opened a position and 158 filers sold out during the quarter.

Managers
1,721
13F filers
1,762
New
152
Added
633
Reduced
735
Sold out
158
Shares held by filers
1,097,610,503

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co28,662$1.98M0.1%-14,40213F-HRTimelineGroup
Barnes Dennig Private Wealth Management…28,585$1.97M2.36%-1,88913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC28,524$1.97M0.07%-4,44313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP28,324$1.95M0.52%+80413F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding28,173$1.94M+150Timeline
FOUNDERS FINANCIAL SECURITIES LLC28,082$1.94M0.15%-4,16313F-HRTimeline
MUFG SECURITIES AMERICAS INC.28,036$1.93M0.17%+5,71913F-HRTimeline
Summit Financial, LLC27,569$1.9M0.04%+28813F-HRTimeline
Missouri Trust & Investment Co27,444$1.89M0.62%+3,06513F-HRTimeline
Lipe & Dalton27,397$1.89M1.02%-72513F-HRTimeline
HBK Sorce Advisory LLC27,326$1.88M0.05%-45513F-HRTimeline
SG Americas Securities, LLC27,319$1.88M0.01%-176,08813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC27,282$1.88M0.2%-7,87413F-HRTimeline
BCGM Wealth Management, LLC27,263$1.88M0.53%+66813F-HRTimeline
Allworth Financial LP26,842$1.85M0.01%+1,01713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…26,787$1.85M0.2%-1,94413F-HR/ATimelineGroup
Valeo Financial Advisors, LLC26,773$1.85M0.05%-3,71613F-HR/ATimeline
Bleakley Financial Group, LLC26,765$1.85M0.05%-23,15013F-HRTimeline
Retirement Planning Co of New England, …26,605$1.84M0.82%-41213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,004$1.83M+6,096Timeline
Hudson Portfolio Management LLC26,503$1.83M1.71%-55013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI26,500$1.83M0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA26,431$1.82M0.03%-2,04613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,113$1.8M0.02%-96413F-HRTimelineGroup
Northwest & Ethical Investments L.P.25,544$1.76M0.04%new13F-HRTimeline
Gladstone Institutional Advisory LLC25,488$1.76M0.07%+14,10613F-HRTimeline
Ellsworth Advisors, LLC25,378$1.75M0.43%new13F-HRTimeline
Atria Wealth Solutions, Inc.25,384$1.75M0.04%-29,85813F-HRTimeline
Creegan & Nassoura Financial Group, LLC25,192$1.74M1.13%-5,18513F-HRTimeline
Kingsview Wealth Management, LLC25,092$1.73M0.03%-2,20913F-HRTimeline
Florida Trust Wealth Management Co24,888$1.72M0.05%-4,23113F-HRTimeline
Stolper Co24,822$1.71M0.56%+2413F-HRTimeline
AIA Group Ltdin group AIA Group Ltd24,773$1.71M0.04%-4,51413F-HRTimelineGroup
Archer Investment Corp24,770$1.71M0.41%-63213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…24,662$1.7M0.31%-47213F-HRTimeline
J.W. COLE ADVISORS, INC.24,555$1.69M0.04%+1,26613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding25,861$1.69M+4,098Timeline
Borer Denton & Associates, Inc.24,432$1.69M0.58%-2,88513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…24,390$1.68M0.03%+45513F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC24,368$1.68M0.05%-3,34513F-HRTimeline
Integrated Advisors Network LLC24,198$1.67M0.08%-38,34713F-HRTimeline
IFP Advisors, Inc24,118$1.66M0.05%+86213F-HRTimeline
Connor, Clark & Lunn Investment Managem…23,937$1.65M0.01%new13F-HRTimeline
Prospera Financial Services Inc23,728$1.64M0.03%+1,72813F-HRTimeline
Birch Hill Investment Advisors LLC23,725$1.64M0.07%013F-HRTimeline
Greenwich Wealth Management LLC23,665$1.63M0.08%+113F-HRTimeline
Canada Post Corp Registered Pension Plan23,461$1.62M0.1%+6,54813F-HRTimeline
Vest Financial, LLC23,268$1.61M0.02%+6,56113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,185$1.6M<0.01%-3,96313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23,170$1.6M0.01%-1,15513F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise23,066$1.59M0.06%-23,27313F-HRTimelineGroup
LYNCH & ASSOCIATES/IN22,878$1.58M0.32%+2,99613F-HRTimeline
FOSTER & MOTLEY INC22,876$1.58M0.09%-1,49113F-HRTimeline
Humankind Investments LLC22,753$1.57M0.38%+11,12613F-HRTimeline
Welch & Forbes LLC22,734$1.57M0.02%-10,31213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,692$1.57M<0.01%-213F-HRTimelineGroup
Mork Capital Management, LLC22,500$1.55M1.13%013F-HRTimeline
Donoghue Forlines LLC22,418$1.55M0.44%-2513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,391$1.54M0.01%-1,18013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC22,311$1.54M0.16%+10,79513F-HRTimeline
Waverly Advisors, LLC22,263$1.54M0.02%-5,54413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC22,200$1.53M0.02%-7,17113F-HRTimeline
Bollard Group LLC22,191$1.53M0.04%+45713F-HRTimeline
Poehling Capital Management, INC.22,048$1.52M0.36%-16,45313F-HRTimeline
Principle Wealth Partners LLC21,836$1.51M0.09%+4313F-HRTimeline
Mesirow Financial Investment Management…21,690$1.5M0.03%-5,99113F-HRTimeline
HM PAYSON & CO21,532$1.49M0.02%+60313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,486$1.48M0.01%+92513F-HRTimelineGroup
Compound Planning, Inc.21,244$1.47M0.06%-97913F-HRTimeline
Community Bank, N.A.21,233$1.46M0.19%-6,39813F-HRTimeline
William B. Walkup & Associates, Inc.21,146$1.46M0.86%-1613F-HRTimeline
Employees Retirement System of Texas21,111$1.46M0.01%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…20,903$1.44M0.13%-1,32713F-HRTimelineGroup
LifePlan Financial, LLC20,866$1.44M1.19%+1,87213F-HRTimeline
BECK MACK & OLIVER LLC20,853$1.44M0.03%-11013F-HRTimeline
QUADRANT CAPITAL GROUP LLC20,826$1.44M0.05%-2,16013F-HRTimeline
Iowa State Bank20,796$1.43M0.29%-28813F-HRTimeline
Legacy CG, LLC20,786$1.43M0.43%new13F-HRTimeline
USA FINANCIAL FORMULAS20,718$1.43M0.24%new13F-HRTimeline
Slagle Financial, LLC20,673$1.43M0.57%+1,11413F-HRTimeline
Investors Research Corp20,537$1.42M0.28%013F-HRTimeline
Polianta Ltd20,500$1.41M0.61%new13F-HRTimeline
Dakota Wealth Management20,231$1.4M0.03%-4,56613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.20,174$1.39M0.17%+3,27613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC20,088$1.39M0.04%+20313F-HRTimeline
Ransom Advisory, Ltd20,021$1.38M0.65%-1,78913F-HRTimeline
Scott Marsh Financial, LLC20,014$1.38M0.51%13F-HRTimeline
RBF Capital, LLC20,000$1.38M0.07%-10,00013F-HRTimeline
Kennondale Capital Management LLC19,787$1.36M1.39%013F-HRTimeline
Wynn Capital, LLC19,721$1.36M0.73%+25113F-HRTimeline
SVB WEALTH LLC19,698$1.36M0.07%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd19,485$1.34M0.02%+17,91113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
WINCAP FINANCIAL LLC19,480$1.34M1.08%-4,45313F-HRTimeline
Rossmore Private Capital19,444$1.34M0.16%+1813F-HRTimeline
Stonegate Investment Group, LLC19,370$1.34M0.03%+87513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding19,218$1.33M-42,771Timeline
AFFINITY INVESTMENT ADVISORS, LLC19,194$1.32M1%+11,06213F-HRTimeline
Mengis Capital Management, Inc.19,105$1.32M0.28%-4,22513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC18,999$1.31M0.01%+39613F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC18,935$1.31M0.16%new13F-HRTimeline
GAMMA Investing LLC18,820$1.3M0.08%+15113F-HRTimeline
BOYAR ASSET MANAGEMENT INC.18,779$1.3M0.85%+34513F-HRTimeline
PFG Investments, LLC18,777$1.3M0.08%-55613F-HRTimeline
Gibbs Wealth Management18,754$1.29M0.25%+2,13213F-HRTimeline
B. Riley Wealth Advisors, Inc.18,619$1.28M0.06%-17,26413F-HRTimeline
Pallas Capital Advisors LLC18,587$1.28M0.05%-12,29013F-HRTimeline
Pine Valley Investments Ltd Liability Co18,580$1.28M0.08%+27113F-HRTimeline
Beacon Pointe Advisors, LLC18,472$1.27M0.01%+53113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC18,445$1.27M0.71%013F-HRTimeline
GROUPAMA ASSET MANAGMENT18,525$1.27M0.02%+9,80313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC18,371$1.27M0.02%+3,82913F-HRTimeline
M&G PLCin group M&G PLC18,292$1.26M0.01%-36,77913F-HRTimelineGroup
COURIER CAPITAL LLC18,290$1.26M0.08%-8413F-HRTimeline
Wealthspire Advisors, LLC18,278$1.26M0.01%+1,72813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,199$1.26M0.44%+65713F-HRTimeline
Crestwood Advisors Group, LLC18,165$1.25M0.02%-1,86813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,094$1.25M0.03%+10413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC18,050$1.25M0.22%+41113F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN18,000$1.24M0.35%013F-HRTimelineGroup
Clearstead Advisors, LLC17,942$1.24M0.02%+1,43713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,890$1.23M-1,427Timeline
Y-Intercept (Hong Kong) Ltd17,809$1.23M0.03%new13F-HRTimeline
WESTPORT ASSET MANAGEMENT INC17,772$1.23M0.54%013F-HRTimeline
VCI Wealth Management LLC17,756$1.22M0.43%+2,19713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,634$1.22M0.02%-64813F-HRTimeline
Avantra Family Wealth, Inc.17,537$1.21M1%+1,55513F-HRTimeline
Global Retirement Partners, LLC17,517$1.21M0.03%13F-HRTimeline
Pinnacle Financial Partners Inc17,262$1.19M0.03%-12,97713F-HRTimeline
Patton Albertson Miller Group, LLC17,228$1.19M0.16%+94013F-HRTimeline
SYON CAPITAL LLC17,214$1.19M0.08%+5,40413F-HRTimeline
Twin Lakes Capital Management, LLC17,209$1.19M0.72%+10413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,182$1.19M0.08%+83713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…17,165$1.18M0.14%+62513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,154$1.18M0.08%+2,07413F-HRTimeline
Choate Investment Advisors17,025$1.17M0.03%+1,40213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,525$1.14M0.02%+49013F-HRTimelineGroup
BAILARD, INC.16,474$1.14M0.03%-20013F-HRTimeline
Palouse Capital Management, Inc.16,441$1.13M0.75%-6,43313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,353$1.13M0.03%-44,30313F-HRTimelineGroup
SummitTX Capital, L.P.16,322$1.13M0.05%new13F-HRTimeline
Aptus Capital Advisors, LLC16,235$1.12M0.01%+3,81313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,218$1.12M0.03%-7,41113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,193$1.12M0.02%+2,77113F-HRTimelineGroup
PROFUND ADVISORS LLC16,155$1.11M0.04%-1,09313F-HRTimeline
Lazard Freres Gestion S.A.S.16,150$1.11M0.02%013F-HRTimeline
GeoWealth Management, LLC16,104$1.11M0.04%+13,92213F-HRTimeline
Aviso Financial Inc.16,073$1.11M0.05%+1,26313F-HRTimeline
SUMITOMO LIFE INSURANCE CO15,963$1.1M0.07%-1,15113F-HRTimeline
Richard W. Paul & Associates, LLC15,910$1.1M0.4%-18213F-HRTimeline
State of Wyoming15,898$1.1M0.13%+11,60913F-HRTimeline
INGALLS & SNYDER LLC15,823$1.09M0.04%-87513F-HRTimeline
TOWER TRUST & INVESTMENT Co15,764$1.09M0.77%+33613F-HRTimeline
Oak Thistle LLC15,755$1.09M0.16%new13F-HRTimeline
Beutel, Goodman & Co Ltd.15,640$1.08M0.01%-3,60013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,606$1.08M0.09%-6813F-HRTimeline
SIGNATUREFD, LLC15,601$1.08M0.02%-4,32213F-HRTimeline
Collar Capital Management, LLC15,570$1.07M0.9%+39013F-HRTimeline
Sterling Financial Group, Inc.15,556$1.07M0.36%+5213F-HRTimeline
TSFG, LLC15,548$1.07M0.19%-1,13913F-HRTimeline
Capital Investment Advisory Services, L…15,550$1.07M0.09%-48113F-HRTimeline
Curbstone Financial Management Corp15,478$1.07M0.22%-1,25013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC15,413$1.06M0.05%+5413F-HRTimelineGroup
Farther Finance Advisors, LLC15,372$1.06M0.02%-90613F-HRTimeline
WEDBUSH SECURITIES INC15,168$1.05M0.04%-3,56013F-HRTimeline
Cresset Asset Management, LLC15,153$1.05M0.01%-5,89813F-HR/ATimeline
Round Rock Advisors LLC15,111$1.04M0.18%-4013F-HRTimeline
HUB Investment Partners, LLC15,063$1.04M0.04%+3,01113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC16,314$1.04M0.09%+2,62813F-HRTimeline
CAPITAL ADVISORS INC/OK15,003$1.03M0.02%+11213F-HRTimeline
GREENLEAF TRUST15,001$1.03M0.01%-4,94813F-HRTimeline
Wilmington Savings Fund Society, FSB14,999$1.03M0.02%+26813F-HRTimeline
Prime Capital Investment Advisors, LLC14,998$1.03M0.01%-2,63813F-HRTimeline
Perigon Wealth Management, LLC14,981$1.03M0.02%-17913F-HRTimeline
Smartleaf Asset Management LLC15,059$1.03M0.09%+16413F-HRTimeline
Bahl & Gaynor LLC14,951$1.03M0.01%-1,50013F-HRTimeline
Chicago Partners Investment Group LLC16,587$1.03M0.03%+2,17613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,866$1.03M0.02%+3,85713F-HRTimeline
PEAK FINANCIAL ADVISORS LLC14,809$1.02M0.52%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,745$1.02M0.26%-58,81713F-HRTimelineGroup
Howard Capital Management, LLC14,742$1.02M0.02%+40813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,735$1.02M0.02%+1,99413F-HRTimeline
Legacy Capital Group California, Inc.14,717$1.02M0.28%-38413F-HRTimeline
Greenfield Savings Bank14,593$1.01M0.46%-2,64013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC14,578$1.01M0.87%-75013F-HRTimeline
Trust Asset Management LLC14,536$1M0.07%013F-HRTimeline
Peoples Bank/KS14,468$998K0.67%-20513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,390$993K-1,074Timeline
InvesTrust14,384$992K0.38%-28,88513F-HRTimeline
Deseret Mutual Benefit Administrators14,292$986K0.46%013F-HRTimeline
Kentucky Trust Co14,172$978K0.56%-59013F-HRTimeline
Community Bank & Trust, Waco, Texas14,004$966K0.22%+6213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE14,000$966K0.27%013F-HRTimeline
IFG Advisory, LLC13,985$965K0.05%-4,07113F-HRTimeline
Cornerstone Wealth Management, LLC13,909$959K0.06%+3413F-HRTimeline
TCI Wealth Advisors, Inc.13,818$953K0.07%-1213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,777$950K0.08%-21813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC13,752$949K0.03%new13F-HR/ATimelineGroup
Aljian Capital Management, LLC13,629$940K0.21%-14813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …13,619$939K0.04%-72113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC13,571$936K0.03%-93613F-HRTimeline