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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
LANARK FINANCIAL, INC.8,196$848K0.06%-3113F-HRTimeline
Supplemental Annuity Collective Trust o…8,184$847K0.22%-41113F-HRTimeline
Essex LLC8,183$847K0.13%-40313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,159$844K0.16%-10413F-HRTimeline
Checchi Capital Advisers, LLC8,141$842K0.05%+513F-HRTimeline
Burns Matteson Capital Management, LLC8,131$841K0.27%+39713F-HRTimeline
OPTIMIZE FINANCIAL INC.8,123$840K0.3%-2813F-HRTimeline
Sound Capital Solutions LLC8,123$840K0.2%13F-HRTimeline
Insight Inv LLC8,115$839K0.4%-81213F-HRTimeline
ARS Wealth Advisors Group, LLC8,050$833K0.07%+22513F-HRTimeline
LEIGH BALDWIN & CO., LLC8,022$830K0.45%-17913F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC8,011$829K0.57%+57913F-HRTimeline
ASO GROUP Ltd8,000$828K0.35%013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…8,000$828K0.33%+3,00013F-HRTimelineGroup
Indivisible Partners7,985$826K0.05%+15113F-HRTimeline
VAUGHAN & Co SECURITIES, INC.7,948$822K0.38%-43613F-HRTimeline
Counterpoint Mutual Funds LLC7,941$821K0.08%013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/7,919$819K0.44%-76413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,900$817K0.07%-4913F-HRTimelineGroup
Quotient Wealth Partners, LLC7,890$816K0.02%+78313F-HRTimeline
Pettee Investors, Inc.7,880$815K0.4%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,867$814K0.1%+813F-HRTimeline
E Fund Management Co., Ltd.7,825$809K0.02%-98113F-HRTimeline
Summit Financial Wealth Advisors, LLC7,815$808K0.1%+32813F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,795$806K0.04%+62113F-HRTimeline
MONECO ADVISORS, LLC7,778$805K0.05%+1013F-HRTimeline
Focus Financial Network, Inc.7,774$804K0.02%-2,93113F-HRTimeline
BCU Wealth Advisors, LLC7,753$802K0.27%+2713F-HRTimeline
Diligent Investors, LLC7,747$801K0.18%-10213F-HRTimeline
Ballentine Partners, LLC7,740$801K0.01%+61913F-HRTimeline
NorthRock Partners, LLC7,569$783K0.01%+53813F-HRTimeline
Composition Wealth, LLC7,478$774K0.01%+30113F-HRTimeline
Rehmann Capital Advisory Group7,477$774K0.04%+18713F-HRTimeline
Elyxium Wealth, LLC7,444$770K0.08%new13F-HRTimeline
CWA Asset Management Group, LLC7,424$768K0.02%+2,08413F-HRTimeline
DAVIDSON TRUST CO7,421$768K0.3%-16513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,416$767K0.12%+1,03813F-HRTimeline
Centennial Wealth Advisory LLC7,391$765K0.17%-2,30113F-HRTimeline
Citizens Business Bank7,379$763K0.11%+5413F-HRTimeline
WEALTH ALLIANCE, LLC7,379$763K0.06%+19513F-HRTimeline
Riggs Asset Managment Co. Inc.7,376$763K0.14%+1,44713F-HRTimeline
Beaton Management Co. Inc.7,360$761K0.31%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,354$761K0.02%+2013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,342$760K0.01%+1,93413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,412$759K0.11%new13F-HRTimeline
Crews Bank & Trust7,317$757K0.1%-10713F-HRTimeline
Avidian Wealth Enterprises, LLC7,300$755K0.02%+60913F-HRTimeline
Financiere des Professionnels - Fonds d…7,290$754K0.04%+63313F-HRTimeline
Aprio Wealth Management, LLC7,284$754K0.04%+1,49513F-HRTimeline
Everhart Financial Group, Inc.7,282$753K0.05%-90013F-HRTimeline
Urban Wealth Management, LLC7,275$753K0.66%-21,58713F-HRTimeline
Advisory Alpha, LLC7,273$752K0.02%+68713F-HRTimeline
Deseret Mutual Benefit Administrators7,245$749K0.24%-1,88313F-HRTimeline
CERTUITY, LLC7,213$746K0.04%-27513F-HRTimeline
Verdence Capital Advisors LLC7,202$745K0.04%-27513F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC7,202$745K0.14%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,198$745K0.04%-1,56113F-HRTimeline
Prasad Wealth Partners, LLC7,165$741K0.18%+12613F-HRTimeline
Meadowbrook Advisors Group, LLC7,154$740K0.4%+2,79313F-HRTimeline
71 West Capital Partners7,153$740K0.03%+3,12813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,077$738K0.01%-1,68513F-HRTimeline
Financial Engines Advisors L.L.C.7,133$738K<0.01%-13013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.7,112$736K0.09%-20713F-HRTimeline
Revolve Wealth Partners, LLC7,093$734K0.08%+3,97313F-HRTimeline
ARVEST INVESTMENTS, INC.7,091$734K0.09%+2313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co7,070$731K<0.01%+29713F-HRTimelineGroup
Pure Financial Advisors, LLC7,016$726K0.01%-17213F-HRTimeline
Apella Capital, LLC6,940$724K0.01%+11713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,975$722K0.06%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,967$721K0.08%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,967$721K0.03%+25013F-HRTimeline
Advyzon Investment Management, LLC6,959$720K0.05%-2,12713F-HRTimeline
Formidable Asset Management, LLC10,003$718K0.11%+7,32713F-HRTimeline
Coastal Bridge Advisors, LLC6,920$716K0.04%-8313F-HRTimeline
Severin Investments, LLC6,909$715K0.54%-713F-HRTimeline
Williams Financial, LLC6,895$713K0.37%-12513F-HRTimeline
DV Trading LLC6,882$712K0.06%+3,88213F-HRTimeline
Aster Capital Management (DIFC) Ltd6,873$711K0.15%new13F-HR/ATimeline
Annex Advisory Services, LLC6,867$710K0.01%+36813F-HRTimeline
Empire Financial Management Company, LLC6,864$710K0.28%-78413F-HRTimeline
Virtue Capital Management, LLC6,822$706K0.09%+71313F-HRTimeline
BOSTON FAMILY OFFICE LLC6,815$705K0.04%013F-HRTimeline
CHICAGO TRUST Co NA6,800$703K0.1%+6113F-HRTimeline
Wilson & Boucher Capital Management, LLC6,750$698K0.41%-10013F-HRTimeline
First Nebraska Trust Co6,687$692K0.06%-10913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,613$691K0.14%-54413F-HRTimeline
Narwhal Capital Management6,646$688K0.05%+2,51013F-HRTimeline
Soltis Investment Advisors LLC6,619$685K0.04%-1,61313F-HRTimeline
Cornerstone Wealth Group, LLC6,615$684K0.04%+56613F-HRTimeline
Gryphon Financial Partners LLC6,586$681K0.06%+3,62113F-HRTimeline
Cyndeo Wealth Partners, LLC6,584$681K0.03%+42513F-HRTimeline
Goelzer Investment Management, Inc.6,575$680K0.03%-1,63413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC6,572$680K0.02%+1,96813F-HRTimeline
Quantum Financial Advisors, LLC6,493$672K0.07%-4813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,492$672K0.02%-3313F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC6,477$670K0.11%+44213F-HRTimeline
Glenview Trust Co6,463$669K0.01%-1,24013F-HR/ATimeline
Fort Sheridan Advisors LLC6,455$668K0.07%-5213F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…6,442$666K0.02%-137,87213F-HRTimeline
WEALTH EFFECTS LLC6,417$664K0.18%+56113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC6,289$651K0.04%-2013F-HRTimeline
Venturi Wealth Management, LLC6,283$650K0.03%+45213F-HRTimeline
M.E. ALLISON & CO., INC.6,270$649K0.37%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,188$646K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.6,242$646K0.03%+9813F-HRTimeline
Resonant Capital Advisors, LLC6,237$645K0.03%+1,10513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,180$639K<0.01%+1,65213F-HRTimeline
Qsemble Capital Management, LP6,177$639K0.08%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,175$639K0.05%013F-HRTimeline
Curat Global, LLC4,449$638K0.52%-6,57113F-HRTimeline
Beta Wealth Group, Inc.6,125$634K0.24%+29713F-HRTimeline
V-Square Quantitative Management LLC6,110$632K0.06%+29413F-HRTimeline
Larry Mathis Financial Planning, LLC6,044$625K0.48%new13F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC6,030$624K0.11%+8013F-HRTimeline
Fulcrum Asset Management LLP5,999$621K0.06%new13F-HRTimeline
Reliant Investment Partners, LLC6,000$621K0.42%013F-HRTimeline
PCM Encore, LLC5,997$620K0.11%+25713F-HRTimeline
Fielder Capital Group LLC5,972$618K0.13%+18613F-HRTimeline
Rathbones Group PLC5,969$617K<0.01%-9013F-HRTimeline
Outlook Wealth Advisors, LLC5,966$617K0.13%new13F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC5,960$617K0.01%-62313F-HRTimelineGroup
WEBSTER BANK, N. A.5,957$616K0.05%-9413F-HRTimeline
Private Wealth Asset Management, LLC5,950$616K0.06%013F-HRTimeline
OmniStar Financial Group, Inc.5,938$614K0.28%+21213F-HRTimeline
RAHLFS CAPITAL, LLC5,930$613K0.45%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,914$612K0.03%-33913F-HRTimeline
TRUST POINT INC.5,909$611K0.05%+62813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,897$610K0.15%+1,41413F-HRTimeline
Partners in Financial Planning5,888$609K0.09%013F-HRTimeline
Shepherd Street Advisors LLC5,748$609K0.53%new13F-HRTimeline
Worth Financial Advisory Group, LLC5,870$607K0.25%new13F-HRTimeline
Curi Capital, LLC5,868$607K0.01%+82413F-HRTimeline
S-Bank Fund Management Ltd5,866$607K0.08%new13F-HRTimeline
Optas, LLC5,859$606K0.08%-31613F-HRTimeline
REXFORD CAPITAL INC5,832$603K0.37%013F-HRTimeline
Blue Capital, Inc.5,819$602K0.38%-30,56213F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,811$601K0.01%013F-HRTimelineGroup
PDS Planning, Inc5,807$601K0.03%+66113F-HRTimeline
Value Investment Professionals, LLC5,778$598K0.5%+113F-HRTimeline
TCV Trust & Wealth Management, Inc.5,775$597K0.05%013F-HRTimeline
BCS Private Wealth Management, Inc.5,772$597K0.18%-58013F-HRTimeline
North Forty Two & Co.5,768$597K0.51%-50013F-HRTimeline
SeaCrest Wealth Management, LLC5,765$596K0.07%-12913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,760$596K0.06%+49013F-HRTimeline
EVERPAR ADVISORS LLC5,756$595K0.17%+8313F-HRTimeline
Busey Bank5,702$590K0.01%-10913F-HRTimeline
FIRST HORIZON CORP5,690$589K0.02%+45213F-HRTimeline
Hexagon Capital Partners LLC5,672$587K0.08%-93413F-HRTimeline
Platform Technology Partners5,665$586K0.1%-43113F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.5,630$582K0.33%-90813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,599$579K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC5,553$574K0.07%-5513F-HRTimeline
Souders Financial Advisors5,545$574K0.06%+68013F-HRTimeline
Allen Capital Group, LLC5,542$573K0.05%+10113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC5,476$568K0.07%13F-HRTimeline
Belpointe Asset Management LLC5,493$568K0.02%+2,39413F-HRTimeline
Empirical Asset Management, LLC5,473$566K0.13%new13F-HRTimeline
Total Wealth Planning & Management, Inc.5,467$566K0.41%+7213F-HRTimeline
ROCKLAND TRUST CO5,450$564K0.02%-65513F-HRTimeline
AssuredPartners Investment Advisors, LLC5,401$559K0.05%-37013F-HRTimeline
Atlas Brown,Inc.5,386$557K0.15%+3313F-HRTimeline
Bull Street Advisors, LLC5,388$557K0.25%-15513F-HRTimeline
CONNING INC.in group CONNING INC.5,379$556K0.02%+60813F-HRTimelineGroup
Root Financial Partners, LLC5,374$556K0.02%-2713F-HRTimeline
Cambria Investment Management, L.P.5,371$556K0.03%+56713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,342$553K0.19%+68113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,340$552K0.01%+84213F-HRTimeline
HF Advisory Group, LLC5,288$547K0.17%+5313F-HRTimeline
ADIRONDACK TRUST CO5,269$545K0.16%-4013F-HRTimeline
BEACON FINANCIAL GROUP5,262$544K0.05%-11413F-HRTimeline
Range Advisory, LLC5,259$544K0.06%new13F-HRTimeline
MKT Advisors LLC5,175$540K0.17%+1913F-HRTimeline
Legacy Capital Wealth Partners, LLC5,215$539K0.1%+7013F-HRTimeline
Parkside Financial Bank & Trust5,211$539K0.04%+36513F-HRTimeline
Defiance ETFs, LLC5,142$539K0.01%+94913F-HRTimeline
Ceeto Capital Group, LLC5,200$538K0.15%013F-HRTimeline
LVW Advisors, LLC5,167$535K0.05%+1,69813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,151$533KnewTimeline
Dickmeyer Boyce Financial Management, I…5,150$533K0.28%-2213F-HRTimeline
VISION FINANCIAL MARKETS LLC5,128$533K0.46%+113F-HRTimeline
Vectors Research Management, LLC5,122$530K0.14%013F-HRTimeline
Accurate Wealth Management, LLC5,081$529K0.05%+62113F-HRTimeline
YHB Investment Advisors, Inc.5,104$528K0.03%+7013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,090$526K0.06%new13F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,081$526K0.15%+5713F-HRTimeline
ARISTEIA CAPITAL, L.L.C.5,035$521K0.01%-3,03113F-HRTimeline
AA Financial Advisors, LLC5,027$520K0.06%+1,72613F-HRTimeline
Abacus Planning Group, Inc.5,013$519K0.06%+6113F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd5,012$518K0.12%013F-HRTimelineGroup
Syverson Strege & Co5,011$518K0.11%-15913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM5,005$518K0.03%+35913F-HRTimelineGroup
Sunpointe, LLC4,984$516K0.15%+11913F-HRTimeline
Regal Investment Advisors LLC4,981$515K0.03%+3513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,979$515K0.01%-14913F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…4,969$514K0.03%+92213F-HRTimeline
Shah Wealth Advisors, LLC4,967$514K0.12%13F-HRTimeline
RiverFront Investment Group, LLC4,956$513K0.01%+1,92013F-HRTimeline
Kathmere Capital Management, LLC4,947$512K0.03%-613F-HRTimeline
Bison Wealth, LLC4,986$509K0.05%-6913F-HRTimeline
FIRST MERCHANTS CORP4,909$508K0.02%+2,00013F-HRTimeline