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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
Michels Family Financial, LLC14,091$1.46M0.93%+31613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,862$1.45M0.09%+3,57713F-HRTimeline
Mork Capital Management, LLC13,960$1.44M0.92%013F-HRTimeline
Parallel Advisors, LLC13,939$1.44M0.02%+1,46113F-HRTimeline
GeoWealth Management, LLC13,895$1.44M0.05%+6,98613F-HRTimeline
Sivik Global Healthcare LLC20,000$1.44M1.09%013F-HRTimeline
RMR Wealth Builders13,768$1.42M0.09%+2813F-HRTimeline
Investors Research Corp13,760$1.42M0.25%-6,00713F-HRTimeline
UMB Bank, n.a.13,759$1.42M0.02%+24113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roundview Capital LLC13,733$1.42M0.08%+44513F-HRTimeline
Gateway Wealth Partners, LLC13,729$1.42M0.09%+6,36613F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,706$1.42M0.04%-93013F-HRTimeline
St. Johns Investment Management Company…13,706$1.42M0.54%+99113F-HRTimeline
LS Investment Advisors, LLC13,470$1.39M0.19%-3,20013F-HRTimeline
Kentucky Trust Co13,435$1.39M0.67%+4513F-HRTimeline
Elevated Private Wealth, LLC13,423$1.39M1.32%13F-HRTimeline
InvesTrust13,370$1.38M0.53%-41613F-HRTimeline
HARBOUR INVESTMENTS, INC.13,346$1.38M0.02%+23613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13,308$1.38M0.05%new13F-HRTimeline
Mengis Capital Management, Inc.13,294$1.38M0.21%-10013F-HRTimeline
KINTRA WEALTH, LLC14,465$1.37M0.07%+2,82713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,235$1.37M0.04%+1,23213F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT13,179$1.36M0.07%+5013F-HRTimeline
Aljian Capital Management, LLC13,176$1.36M0.25%+113F-HRTimeline
Wilmington Savings Fund Society, FSB13,068$1.35M0.03%+27913F-HRTimeline
SECTORAL ASSET MANAGEMENT INC13,000$1.34M0.94%new13F-HRTimeline
Krilogy Financial LLC12,932$1.34M0.04%+17413F-HRTimeline
FOCUSED ALPHA, LLC12,923$1.34M0.34%-9,12613F-HRTimeline
Samalin Investment Counsel, LLC12,860$1.33M0.43%new13F-HRTimeline
Cresset Asset Management, LLC12,818$1.33M<0.01%-1,89713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV12,817$1.33M0.1%+14113F-HRTimeline
ProVise Management Group, LLC12,741$1.32M0.09%+8013F-HRTimeline
Cornerstone Wealth Management, LLC12,677$1.31M0.06%-1,11613F-HRTimeline
Alteri Wealth LLC12,662$1.31M0.36%+6,54513F-HRTimeline
IHT Wealth Management, LLC12,627$1.31M0.03%-3013F-HRTimeline
Round Rock Advisors LLC12,599$1.3M0.17%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,588$1.3M0.02%-13113F-HRTimeline
DIVERSIFIED TRUST CO12,530$1.3M0.02%+9,49913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…12,503$1.29M0.25%+4313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,482$1.29M<0.01%+17513F-HRTimelineGroup
LRI Investments, LLC12,441$1.29M0.1%+6813F-HRTimeline
Community Bank & Trust, Waco, Texas12,400$1.28M0.23%-45713F-HRTimeline
Prime Capital Investment Advisors, LLC12,319$1.27M0.01%-1,40113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,282$1.27M0.09%+2,44413F-HRTimeline
Twin Lakes Capital Management, LLC12,256$1.27M0.48%-14913F-HRTimeline
MONETARY MANAGEMENT GROUP INC12,250$1.27M0.26%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT12,171$1.26M0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,135$1.26M0.27%-1,29813F-HRTimeline
1ST SOURCE BANK12,061$1.25M0.06%-64613F-HRTimeline
TCI Wealth Advisors, Inc.12,053$1.25M0.05%-1,21313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,022$1.24M0.16%+5713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC11,997$1.24M0.02%new13F-HRTimeline
Visionary Wealth Advisors11,986$1.24M0.05%-43713F-HRTimeline
AGP FRANKLIN, LLC11,972$1.24M0.54%+40913F-HRTimeline
PKS Advisory Services, LLC11,966$1.24M0.2%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,879$1.23M0.04%+2,67213F-HRTimelineGroup
Edgestream Partners, L.P.11,862$1.23M0.04%+2,72013F-HRTimeline
MEANS INVESTMENT CO., INC.11,847$1.23M0.09%+3413F-HRTimeline
Qtron Investments LLC11,844$1.23M0.16%013F-HRTimeline
Patton Albertson Miller Group, LLC11,831$1.22M0.12%+7813F-HRTimeline
JB Capital LLC11,814$1.22M0.04%+1,23513F-HRTimeline
Quinn Opportunity Partners LLC11,756$1.22M0.06%-69,74313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…11,734$1.21M0.42%+60613F-HRTimeline
Cohen Klingenstein LLC11,700$1.21M0.03%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P11,692$1.21M0.03%+4,78013F-HRTimeline
Strategic Investment Advisors / MI11,640$1.2M0.07%+1,89913F-HRTimeline
ExodusPoint Capital Management, LP11,616$1.2M0.01%-127,07413F-HRTimeline
Simmons Bankin group Simmons Bank11,614$1.2M0.07%+7,60413F-HRTimelineGroup
Meridian Wealth Management, LLC11,604$1.2M0.04%+56213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…11,571$1.2M0.55%+11,32613F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC11,563$1.2M0.88%+79513F-HRTimeline
CENTRAL TRUST Co11,554$1.2M0.02%-2,88013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,529$1.19M0.04%-13513F-HRTimelineGroup
BAILARD, INC.11,520$1.19M0.02%013F-HRTimeline
Generali Investments CEE, investicni sp…11,500$1.19M0.06%013F-HRTimeline
Sava Infond d.o.o.11,450$1.18M0.08%+2,00013F-HRTimeline
MONTAG A & ASSOCIATES INC11,418$1.18M0.05%+7813F-HRTimeline
PROFFITT & GOODSON INC11,407$1.18M0.16%-73013F-HRTimeline
WATERS PARKERSON & CO., LLC11,403$1.18M0.06%+313F-HRTimeline
Avestar Capital, LLC11,285$1.17M0.07%+2,79613F-HRTimeline
Widmann Financial Services, Inc.11,271$1.17M0.63%+50013F-HRTimeline
Alliance Private Wealth, LLC11,263$1.17M0.4%-46013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11,210$1.16M0.84%013F-HRTimeline
FSM Wealth Advisors, LLC11,184$1.16M0.12%+66013F-HRTimeline
Koshinski Asset Management, Inc.11,173$1.16M0.06%-67313F-HRTimeline
Havemeyer Place LP11,148$1.15M0.11%+10,01213F-HRTimeline
Mount Lucas Management LP11,146$1.15M0.41%+33913F-HRTimeline
OpenArc Corporate Advisory, LLC11,120$1.15M0.01%+5,02213F-HRTimeline
Kovack Advisors, Inc.11,010$1.15M0.06%-1,41513F-HRTimeline
GLOBALT Investments LLC / GA11,081$1.15M0.04%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,077$1.15M0.02%new13F-HRTimeline
F/m Investments LLC11,025$1.14M0.06%-15613F-HRTimeline
VEGA INVESTMENT SOLUTIONS10,997$1.14M0.16%+10,11313F-HRTimeline
Forza Wealth Management, LLC10,914$1.13M0.35%+14513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,910$1.13M0.01%+1,64113F-HRTimeline
SMITH, MOORE & CO.10,885$1.13M0.07%-4413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP10,777$1.11M0.07%013F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC10,764$1.11M0.05%-3713F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC10,757$1.11M0.16%-20313F-HRTimeline
Capital Investment Advisory Services, L…10,695$1.11M0.07%-2,67313F-HRTimeline
FIRST UNITED BANK & TRUST10,547$1.09M0.31%-48513F-HRTimeline
Persium Advisors, LLC10,547$1.09M0.71%+1,03313F-HR/ATimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,544$1.09M0.11%-9,23513F-HRTimeline
SVB WEALTH LLC10,523$1.09M0.07%-2,08713F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding10,502$1.09M+3,693Timeline
MATHER GROUP, LLC.10,488$1.09M0.01%+78713F-HRTimeline
Newman Dignan & Sheerar, Inc.10,424$1.08M0.21%-2513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,412$1.08M0.01%new13F-HRTimelineGroup
Sierra Capital LLC10,378$1.07M0.1%013F-HRTimeline
EASTERN BANK10,374$1.07M0.02%+5713F-HRTimeline
NOVEM GROUP10,322$1.07M0.11%-75613F-HRTimeline
Venture Visionary Partners LLC10,185$1.05M0.03%+7313F-HRTimeline
Anchor Investment Management, LLC10,174$1.05M0.08%+313F-HRTimeline
Mutual Advisors, LLC10,161$1.05M0.02%-1,70113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.10,150$1.05M0.07%-20913F-HRTimeline
Hartford Financial Management Inc.10,096$1.04M0.23%-21613F-HRTimeline
ALBERT D MASON INC10,076$1.04M0.59%013F-HRTimeline
Proficio Capital Partners LLC10,072$1.04M0.04%new13F-HRTimeline
PRIVATE TRUST CO NA10,047$1.04M0.08%-25113F-HRTimeline
Canal Insurance CO10,000$1.03M0.23%-90,00013F-HRTimeline
Hobbs Group Advisors, LLC10,003$1.03M0.27%+5,01713F-HRTimeline
Northstar Group, Inc.9,910$1.03M0.13%+613F-HRTimeline
MeadowBrook Investment Advisors LLC9,874$1.02M0.81%-21513F-HRTimeline
Pflug Koory, LLC9,843$1.02M0.41%013F-HRTimeline
Thrive Capital Management, LLC9,801$1.01M0.19%+8613F-HRTimeline
Mayflower Financial Advisors, LLC9,789$1.01M0.09%+36113F-HRTimeline
Aurdan Capital Management, LLC9,700$1M0.25%-1313F-HRTimeline
Provident Living Financial Services, In…9,699$1M0.99%+2,98213F-HRTimeline
Versant Capital Management, Inc9,645$998K0.09%-1,31413F-HRTimeline
IFP Advisors, Inc9,638$997K0.02%-2,01013F-HRTimeline
NCM Capital Management, LLC9,627$996K0.31%-10613F-HRTimeline
IFS Group,LLC9,613$994K1.37%+63113F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,611$994K0.01%-4,07913F-HRTimeline
SageView Advisory Group, LLC9,591$992K0.03%-81713F-HRTimeline
Geneos Wealth Management Inc.9,580$991K0.02%-1,24813F-HRTimeline
Schonfeld Strategic Advisors LLC9,543$987K0.01%+3,57813F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC9,542$987K0.21%-83913F-HRTimeline
Net Worth Advisory Group9,526$985K0.25%-2,22213F-HRTimeline
RFG Advisory, LLC9,525$985K0.02%-9,47113F-HRTimeline
Howard Capital Management, LLC9,464$979K0.01%+5,41213F-HRTimeline
Symmetry Partners, LLC9,463$979K0.05%+3,65613F-HRTimeline
MCDONALD PARTNERS LLC9,457$978K0.24%new13F-HRTimeline
GC Wealth Management RIA, LLC9,419$974K0.06%-20213F-HRTimeline
Boltwood Capital Management9,407$973K0.22%+62213F-HRTimeline
Family Legacy, Inc.9,377$970K0.26%+15713F-HRTimeline
Perpetual Ltdin group Perpetual Ltd9,357$968K0.01%+2413F-HRTimelineGroup
Cove Private Wealth, LLC9,352$967K0.19%+5213F-HRTimeline
Byrne Asset Management LLC9,350$967K0.52%-86613F-HRTimeline
Atlantic Edge Private Wealth Management…9,335$966K0.2%+22013F-HRTimeline
Generali Investments, Management Co LLC9,330$965K0.21%+2,45213F-HRTimeline
Blackstone Inc.in group Blackstone Inc.9,301$962K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Global Financial Private Client, LLC9,286$961K0.26%+17113F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,264$958K0.75%+15513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,253$957K0.05%-11,10013F-HRTimeline
WASHINGTON TRUST Co9,234$955K0.03%-86113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,220$954K0.04%+1,19913F-HRTimeline
GARRISON POINT ADVISORS, LLC9,200$952K0.39%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.9,195$951K0.2%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC9,192$951K0.61%-1,14913F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT9,175$949K0.47%-1,68813F-HRTimeline
Steadtrust LLC9,175$949K0.48%013F-HRTimeline
Addison Capital Co9,153$947K0.16%-22513F-HRTimeline
Dakota Wealth Management9,139$945K0.02%-48113F-HRTimeline
Waterloo Capital, L.P.9,128$944K0.05%+1,18313F-HRTimeline
WealthTrust Axiom LLC9,080$939K0.21%-3013F-HRTimeline
United Asset Strategies, Inc.9,057$937K0.07%-1,51713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC9,023$933K0.07%-2,49513F-HRTimeline
Procyon Advisors, LLC9,011$932K0.04%+1,51313F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/9,000$931K1.2%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,995$931K0.02%+1,52513F-HRTimelineGroup
Peoples Bank/KS8,985$929K0.9%-5013F-HRTimeline
Smith Salley Wealth Management8,982$929K0.04%-11313F-HRTimeline
MTM Investment Management, LLC8,969$928K0.26%-51613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC8,917$922K0.21%-3,04413F-HRTimeline
STRATEGY ASSET MANAGERS LLC8,904$921K0.14%-4013F-HRTimeline
INVESTMENT HOUSE LLC8,888$919K0.04%+92313F-HR/ATimeline
Dorsey & Whitney Trust CO LLC8,835$914K0.04%+9413F-HRTimeline
Baker Avenue Asset Management, LP8,782$909K0.02%+1,27913F-HRTimeline
WHITTIER TRUST CO8,845$903K0.01%+43513F-HRTimeline
Larson Financial Group LLC8,700$900K0.02%+75813F-HRTimeline
EVERETT HARRIS & CO /CA/8,693$899K0.01%-113F-HRTimeline
Choate Investment Advisors8,692$899K0.02%+1613F-HRTimeline
ALGERT GLOBAL LLC8,670$897K0.01%new13F-HRTimeline
St. Louis Trust Co82,452$895K0.11%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,632$893K0.02%-1,14613F-HRTimelineGroup
Triangle Securities Wealth Management8,559$885K0.18%-33313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Livforsakringsbolaget Skandia, Omsesidi…8,482$877K0.03%-90013F-HRTimeline
Kera Capital Partners, Inc.8,478$877K0.08%+34613F-HRTimeline
Greenfield Savings Bank8,470$876K0.33%-80613F-HRTimeline
Key Client Fiduciary Advisors, LLC8,454$875K0.25%+28713F-HRTimeline
Modern Wealth Management, LLC8,446$874K0.01%+3,41613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP8,438$873K0.02%-59313F-HRTimeline
MCF Advisors LLC8,375$866K0.03%+42013F-HRTimeline
Herold Advisors, Inc.8,322$864K0.17%-1,15413F-HRTimeline
Centiva Capital, LP8,348$864K0.03%-111,74113F-HRTimeline
Gladstone Institutional Advisory LLC8,347$864K0.03%+2,21613F-HRTimeline
Benin Management CORP8,337$862K0.17%-8313F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS8,329$862K0.01%-13,90813F-HRTimeline
VestGen Advisors, LLC8,327$861K0.03%+1,80913F-HRTimeline
SPINNAKER TRUST8,311$860K0.04%+2313F-HRTimeline