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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
BAKER TILLY WEALTH MANAGEMENT, LLC13,568$936K0.33%+47113F-HRTimeline
LRI Investments, LLC13,556$935K0.08%-59513F-HRTimeline
Eisler Capital Management Ltd.13,327$919K0.03%-23,36913F-HRTimeline
Mutual Advisors, LLC15,115$917K0.02%+1,60413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd13,297$917K0.01%013F-HRTimelineGroup
Friedenthal Financial13,288$917K0.5%new13F-HRTimeline
VAUGHAN & Co SECURITIES, INC.13,271$915K0.52%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13,266$915K0.04%-6,52413F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,250$914K0.22%013F-HRTimeline
SageView Advisory Group, LLC15,263$910K0.03%+1,42413F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,155$907K0.03%+40013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,142$907K0.07%-6,24013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,128$906K0.08%+513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.13,078$902K0.24%-79513F-HRTimeline
Visionary Wealth Advisors13,040$900K0.05%+3,34513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,030$899K0.04%-3,07813F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC12,985$896K0.05%-1,69313F-HRTimelineGroup
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS12,904$890K0.02%013F-HRTimelineGroup
RMR Wealth Builders12,796$883K0.08%-29013F-HRTimeline
Bluespring Wealth Management, LLC12,788$882K0.08%+31113F-HRTimeline
UMB Bank, n.a.12,721$877K0.01%-70513F-HR/ATimeline
ProVise Management Group, LLC12,700$876K0.07%-15013F-HRTimeline
Byrne Asset Management LLC12,676$874K0.58%-91013F-HRTimeline
Krilogy Financial LLC12,673$874K0.05%-2,76513F-HRTimeline
Laird Norton Wetherby Wealth Management…12,653$873K0.04%13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC12,650$873K0.22%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,627$871K0.02%-15113F-HRTimeline
OSTRUM ASSET MANAGEMENT12,600$869K0.04%-1,48413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,591$868K0.02%-1,32413F-HRTimeline
Insight Inv LLC12,578$868K0.58%-52813F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP12,577$868K0.06%-2,05913F-HRTimelineGroup
PROFFITT & GOODSON INC12,549$866K0.13%-7913F-HRTimeline
CENTRAL TRUST Co12,540$865K0.02%+113F-HRTimeline
Ashton Thomas Private Wealth, LLC12,438$858K0.03%+3,05713F-HRTimeline
Empower Advisory Group, LLC12,387$854K<0.01%+5,89713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,381$854K0.15%-35713F-HRTimelineGroup
Aaron Wealth Advisors LLC12,348$852K0.09%+1,44813F-HRTimeline
Copperwynd Financial, LLC12,316$850K0.21%-5513F-HRTimeline
IHT Wealth Management, LLC12,299$848K0.02%+75313F-HRTimeline
Cetera Trust Company, N.A12,268$846K0.51%+72513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC12,146$838K0.19%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…12,053$832K0.11%+1,19513F-HRTimeline
Supplemental Annuity Collective Trust o…12,000$828K0.23%013F-HRTimeline
NOVEM GROUP11,994$827K0.11%+20613F-HRTimeline
NorthRock Partners, LLC11,984$827K0.02%-2,25313F-HR/ATimeline
MMBG INVESTMENT ADVISORS CO.11,955$825K0.08%013F-HRTimeline
WHITTIER TRUST CO11,902$821K0.01%-1,08913F-HRTimeline
MEANS INVESTMENT CO., INC.11,879$819K0.08%+7,70213F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.11,873$819K0.12%-4,72413F-HRTimeline
PRIVATE TRUST CO NA11,832$816K0.08%+4513F-HRTimeline
Curat Global, LLC11,800$814K0.78%+24013F-HR/ATimeline
Wedmont Private Capital12,191$813K0.03%+1,08113F-HRTimeline
Addison Capital Co11,732$809K0.28%-21913F-HRTimeline
Cohen Klingenstein LLC11,700$807K0.03%013F-HRTimeline
Northstar Group, Inc.11,690$806K0.12%+1413F-HRTimeline
TriaGen Wealth Management LLC11,682$806K0.24%+5613F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT11,660$804K0.4%+54813F-HRTimeline
PKS Advisory Services, LLC11,949$801K0.2%new13F-HRTimeline
1ST SOURCE BANK11,580$799K0.04%+49113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…11,561$798K0.18%+1,75313F-HRTimeline
MGO ONE SEVEN LLC11,551$797K0.03%-2,31813F-HRTimeline
Generali Investments CEE, investicni sp…11,500$793K0.07%013F-HRTimeline
Focus Financial Network, Inc.11,438$789K0.03%+35713F-HRTimeline
WATERS PARKERSON & CO., LLC11,385$785K0.04%-1,02713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.11,384$785K0.21%013F-HRTimeline
Mendel Money Management11,367$784K0.35%+25013F-HRTimeline
MONTAG A & ASSOCIATES INC11,340$782K0.04%-30013F-HRTimeline
CSS LLC/IL11,331$782K0.05%-6,58113F-HRTimeline
Widmann Financial Services, Inc.11,311$780K0.54%-8513F-HRTimeline
Sigma Planning Corp11,296$779K0.02%-4,78613F-HRTimeline
Hartford Financial Management Inc.11,242$775K0.21%-92713F-HRTimeline
SMITH, MOORE & CO.11,226$774K0.06%-62213F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC773,266$773K1.11%+762,05613F-HR/ATimeline
WESPAC Advisors, LLC11,063$763K0.53%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC11,016$760K0.61%-6,25013F-HRTimeline
Herold Advisors, Inc.10,976$757K0.16%-71413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,884$751K0.14%-25213F-HRTimeline
INTRUST BANK NA10,868$750K0.07%+1,30813F-HRTimeline
Generali Investments, Management Co LLC10,854$748K0.17%+5,87313F-HRTimeline
BRIGHTON JONES LLC10,795$745K0.02%+1,67113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,749$741K0.01%-16,77713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
St. Louis Financial Planners Asset Mana…10,735$741K0.56%new13F-HRTimeline
Composition Wealth, LLC10,654$735K0.01%+18013F-HRTimeline
Pflug Koory, LLC10,643$734K0.37%013F-HRTimeline
Mount Lucas Management LP10,607$732K0.35%new13F-HRTimeline
Founders Financial Alliance, LLC10,554$728K0.17%+1413F-HRTimeline
Thrive Capital Management, LLC10,512$725K0.23%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC10,507$725K0.11%+11613F-HRTimeline
Frank, Rimerman Advisors LLC10,501$724K0.05%-2,98813F-HRTimeline
TURTLE CREEK ASSET MANAGEMENT INC.10,500$724K0.02%-1,687,94113F-HRTimeline
V-Square Quantitative Management LLC10,475$723K0.1%-6,60513F-HRTimeline
Traub Capital Management LLC10,464$722K0.67%13F-HRTimeline
Arete Wealth Advisors, LLC10,410$718K0.05%+2,67013F-HRTimeline
Sierra Capital LLC10,378$716K0.08%013F-HRTimeline
JB Capital LLC10,365$715K0.03%-4813F-HRTimeline
MeadowBrook Investment Advisors LLC10,349$714K0.64%-8513F-HRTimeline
Lester Murray Antman dba SimplyRich10,316$711K0.2%013F-HRTimeline
Anchor Investment Management, LLC10,261$708K0.06%-19613F-HRTimeline
ALBERT D MASON INC10,239$706K0.51%+7913F-HRTimeline
Pathway Financial Advisers, LLC10,237$706K0.23%+22213F-HRTimeline
Rehmann Capital Advisory Group10,233$706K0.04%-10,19413F-HRTimeline
Michels Family Financial, LLC10,233$706K0.6%-10013F-HRTimeline
Meridian Wealth Management, LLC10,200$704K0.03%-71513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,158$701K0.01%+1,63413F-HRTimeline
Venture Visionary Partners LLC10,016$691K0.03%+313F-HRTimeline
IPG Investment Advisors LLC10,000$690K0.13%new13F-HRTimeline
Steadtrust LLC10,000$690K0.54%13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,995$689K<0.01%-730,27413F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP9,972$688K0.02%-2,30013F-HRTimeline
Graypoint LLC9,973$688K0.04%-2513F-HRTimeline
EASTERN BANK9,973$688K0.01%-1,34313F-HRTimeline
ALTFEST L J & CO INC9,944$686K0.08%new13F-HRTimeline
FIL Ltdin group FIL Ltd9,919$684K<0.01%-90,93513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,882$682K0.02%-10213F-HRTimelineGroup
FIRST UNITED BANK & TRUST9,880$682K0.24%+6,89013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…9,882$681K0.03%013F-HR/ATimeline
Blue Trust, Inc.9,831$678K0.01%-29013F-HRTimeline
NCM Capital Management, LLC9,825$678K0.28%013F-HRTimeline
Triangle Securities Wealth Management9,798$676K0.17%-6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
San Luis Wealth Advisors LLC9,767$674K0.14%new13F-HRTimeline
Glenview Trust Co9,757$673K0.01%-10,02813F-HRTimeline
MONECO ADVISORS, LLC9,748$672K0.06%-22013F-HRTimeline
SPC Financial, Inc.9,747$672K0.06%+62213F-HRTimeline
Aurdan Capital Management, LLC9,700$669K0.23%-94013F-HRTimeline
BCU Wealth Advisors, LLC9,694$669K0.3%-45113F-HRTimeline
Summit Financial Wealth Advisors, LLC9,680$668K0.12%-72313F-HRTimeline
Wallace Advisory Group, LLC9,833$666K0.48%+98813F-HRTimeline
LEIGH BALDWIN & CO., LLC9,653$666K0.44%+3,10513F-HRTimeline
Texas Bank & Trust Co9,603$662K0.26%-59313F-HRTimeline
FSM Wealth Advisors, LLC9,914$661K0.11%new13F-HRTimeline
FineMark National Bank & Trust9,576$661K0.02%+15713F-HRTimeline
Versant Capital Management, Inc9,548$659K0.1%+5,48713F-HRTimeline
MTM Investment Management, LLC9,541$658K0.22%013F-HRTimeline
Confluence Wealth Services, Inc.9,541$658K0.04%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,537$658K0.02%+51913F-HRTimeline
Sage Mountain Advisors LLC9,478$654K0.04%+2,23013F-HRTimeline
Sava Infond d.o.o.9,450$652K0.1%013F-HRTimeline
HANCOCK WHITNEY CORP9,437$651K0.01%+82813F-HRTimeline
Family Legacy, Inc.9,360$646K0.21%-1513F-HRTimeline
Foundations Investment Advisors, LLC9,333$644K0.01%+1,09613F-HRTimeline
MMA ASSET MANAGEMENT LLC9,333$644K0.25%-98613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…9,318$643K0.3%-39713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,297$641K0.13%013F-HRTimeline
Essex LLC9,281$640K0.13%+4,78713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,170$633K0.02%-137,43113F-HRTimelineGroup
First Horizon Advisors, Inc.9,129$630K0.02%-28613F-HRTimeline
Cove Private Wealth, LLC9,104$628K0.22%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…9,432$626K0.01%-33913F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.9,064$625K0.14%-29513F-HRTimeline
GC Wealth Management RIA, LLC9,053$624K0.05%+2,31213F-HRTimeline
Persium Advisors, LLC9,010$622K0.51%+78513F-HRTimeline
Smith Salley Wealth Management9,002$621K0.04%+27513F-HRTimeline
Forza Wealth Management, LLC8,989$620K0.25%+46513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,973$619K0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/8,919$615K0.01%-1,00013F-HRTimeline
SPINNAKER TRUST8,917$615K0.04%013F-HRTimeline
Pettee Investors, Inc.8,890$613K0.37%-3,13513F-HRTimeline
Atlantic Edge Private Wealth Management…8,883$613K0.17%+4613F-HRTimeline
CHICAGO TRUST Co NA8,785$606K0.09%-2,17513F-HRTimeline
ADIRONDACK TRUST CO8,722$602K0.22%-31913F-HRTimeline
INVESTMENT HOUSE LLC8,715$601K0.03%+50013F-HRTimeline
United Asset Strategies, Inc.8,698$600K0.05%-23313F-HRTimeline
St. Johns Investment Management Company…8,665$598K0.27%-73513F-HRTimeline
Boltwood Capital Management8,610$594K0.17%-6013F-HRTimeline
Coastal Bridge Advisors, LLC8,585$592K0.05%+1,30113F-HRTimeline
Geneos Wealth Management Inc.8,550$590K0.01%-7,52713F-HRTimeline
Mayflower Financial Advisors, LLC8,530$588K0.08%+2313F-HRTimeline
Benin Management CORP8,528$588K0.15%-4,83713F-HRTimeline
Wellington Capital Management, Inc.7,198$583K0.87%13F-HRTimeline
Parallel Advisors, LLC8,430$581K0.01%-1,89513F-HRTimeline
Simplicity Wealth,LLC8,396$579K0.02%new13F-HRTimeline
LGT Group Foundationin group LGT Group Foundation8,370$577K0.01%-32513F-HRTimelineGroup
Lion Street Advisors, LLC8,363$577K0.17%+413F-HRTimeline
Diligent Investors, LLC8,351$576K0.14%-5,82313F-HRTimeline
GARRISON POINT ADVISORS, LLC8,350$576K0.26%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,309$573K0.04%-9413F-HR/ATimelineGroup
Impact Partnership Wealth, LLC8,306$573K0.11%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,178$564K0.17%-1,90913F-HRTimeline
Dynamic Technology Lab Private Ltd8,149$562K0.08%new13F-HRTimeline
Strategic Investment Advisors / MI8,124$559K0.05%-34213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,083$558K0.05%+3,75913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,025$554K0.05%-69413F-HRTimeline
LANARK FINANCIAL, INC.8,019$553K0.05%+1,01113F-HRTimeline
HALL LAURIE J TRUSTEE8,000$552K0.18%013F-HRTimeline
WealthTrust Axiom LLC7,998$552K0.16%-2,31813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,997$552K0.1%+913F-HRTimeline
CONNING INC.in group CONNING INC.7,929$547K0.02%-32513F-HRTimelineGroup
Kovack Advisors, Inc.7,912$546K0.05%-2,75913F-HRTimeline
WEALTH ALLIANCE, LLC7,911$546K0.06%+8913F-HRTimeline
North Forty Two & Co.7,893$544K0.58%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,887$544K0.02%+56013F-HRTimeline
Verdence Capital Advisors LLC7,862$542K0.04%-2813F-HRTimeline
Crews Bank & Trust7,836$541K0.09%-27513F-HRTimeline
Quotient Wealth Partners, LLC7,823$540K0.02%+5913F-HRTimeline
COZAD ASSET MANAGEMENT INC7,830$539K0.05%+1,50013F-HR/ATimeline
Leo Wealth, LLC7,793$538K0.04%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC7,791$537K0.22%+69513F-HRTimeline
American State Bank (Iowa)7,758$535K0.3%+20813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,746$534K0.02%-64,59413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC7,737$534K0.01%-2,51913F-HRTimeline