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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
TRANSATLANTIQUE PRIVATE WEALTH LLC7,729$533K0.2%-2,19513F-HRTimeline
Orange Investment Advisors, Inc.7,714$532K0.06%-66713F-HRTimeline
WASHINGTON TRUST Co7,686$530K0.02%-64613F-HRTimeline
Independence Bank of Kentucky7,674$529K0.08%013F-HRTimeline
ARS Wealth Advisors Group, LLC7,671$529K0.06%+8113F-HRTimeline
Beaton Management Co. Inc.7,641$527K0.26%-65613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,585$523K0.01%-28013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,573$522K0.15%+42013F-HRTimeline
Inscription Capital, LLC7,572$522K0.08%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,521$519K0.01%-1,48313F-HRTimeline
Centennial Wealth Advisory LLC7,516$519K0.16%new13F-HRTimeline
Convergence Investment Partners, LLC7,501$517K0.13%-30813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,471$515K0.01%+69313F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC7,425$512K0.03%+4713F-HRTimeline
Camelot Portfolios, LLC7,422$512K0.31%-17613F-HRTimeline
Koss-Olinger Consulting, LLC7,420$512K0.04%-54813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,407$511K0.14%new13F-HRTimeline
Intrua Financial, LLC7,373$509K0.07%-1,20013F-HRTimeline
DIVERSIFIED TRUST CO7,370$508K0.01%+3,01813F-HRTimeline
Avestar Capital, LLC7,328$506K0.04%+2,63113F-HRTimeline
Quarry LP7,269$501K0.12%+6,54813F-HRTimeline
Waterloo Capital, L.P.7,266$501K0.04%-80813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,244$500K<0.01%+3,68713F-HRTimelineGroup
LAWSON KROEKER INVESTMENT MANAGEMENT IN…7,224$498K0.09%-1,62913F-HRTimeline
Empire Financial Management Company, LLC7,198$497K0.14%+1,95713F-HRTimeline
OPTIMIZE FINANCIAL INC.7,196$496K0.3%-5013F-HRTimeline
E Fund Management Co., Ltd.7,185$496K0.02%-53713F-HRTimeline
SeaCrest Wealth Management, LLC7,100$490K0.05%-1,03613F-HRTimeline
SOMERVILLE KURT F7,088$489K0.08%-1,78013F-HRTimeline
M.E. ALLISON & CO., INC.7,023$484K0.39%013F-HRTimeline
Icon Wealth Advisors, LLC7,001$483K0.03%-19113F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,970$481K0.01%+12813F-HRTimelineGroup
Prasad Wealth Partners, LLC6,967$481K0.14%+10513F-HRTimeline
Wilson & Boucher Capital Management, LLC6,950$479K0.33%-20013F-HRTimeline
Koshinski Asset Management, Inc.6,933$478K0.04%+2,00313F-HRTimeline
Williams Financial, LLC6,923$478K0.52%+16713F-HRTimeline
WEBSTER BANK, N. A.6,871$474K0.05%-1,51113F-HRTimeline
Bridgefront Capital, LLC6,847$472K0.13%new13F-HRTimeline
Procyon Advisors, LLC6,839$472K0.04%-23,64313F-HRTimeline
Golden Reserve Retirement LLC6,784$468K0.15%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,773$467K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC6,808$466K0.2%-5,20013F-HRTimeline
Worth Financial Advisory Group, LLC6,740$465K0.29%+27213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,740$465K0.02%-59913F-HRTimelineGroup
First Nebraska Trust Co6,736$465K0.04%013F-HRTimeline
Financial Engines Advisors L.L.C.6,713$463K<0.01%-12013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd6,712$463K0.16%013F-HRTimelineGroup
Busey Bank6,677$461K0.01%-1,86513F-HRTimeline
Columbia Asset Management6,598$455K0.09%013F-HRTimeline
Severin Investments, LLC6,577$454K0.43%+6113F-HRTimeline
Pure Financial Advisors, LLC6,529$450K0.01%+3,51613F-HRTimeline
Syverson Strege & Co6,521$450K0.11%new13F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…6,510$449K0.04%new13F-HRTimelineGroup
Integrated Quantitative Investments LLC6,500$448K0.13%013F-HRTimeline
Athena Investment Management6,489$448K0.25%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,467$446K0.02%+21013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,440$444K0.02%-3,34313F-HRTimeline
Private Wealth Asset Management, LLC6,376$440K0.06%-48213F-HRTimeline
Checchi Capital Advisers, LLC6,374$440K0.03%-84313F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,373$440K0.02%-6,42013F-HRTimeline
Vestmark Advisory Solutions, Inc.6,370$439K0.01%+2,09113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,355$438K0.09%+30013F-HRTimeline
Crescent Grove Advisors, LLC6,306$435K0.04%+3013F-HRTimeline
Optas, LLC6,284$433K0.08%new13F-HRTimeline
Edgestream Partners, L.P.6,268$432K0.01%new13F-HRTimeline
Addison Advisors LLC6,267$432K0.11%+8813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,266$432K0.03%+51413F-HRTimeline
YHB Investment Advisors, Inc.6,260$432K0.03%-70013F-HRTimeline
Brooklyn Investment Group6,253$431K0.06%+1,59613F-HR/ATimeline
Pines Wealth Management, LLC6,387$431K0.15%+1,36713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC6,238$430K0.11%-12513F-HRTimeline
Baader Bank Aktiengesellschaft6,253$430K0.04%+2,41113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,228$430K0.04%+5313F-HR/ATimeline
DIXON FNANCIAL SERVICES, INC.6,192$427K0.22%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,190$427K0.01%+44413F-HRTimelineGroup
Octavia Wealth Advisors, LLC6,138$423K0.05%-6113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,104$421K0.01%-1,80913F-HRTimelineGroup
BEACON FINANCIAL GROUP6,088$420K0.04%-19013F-HRTimeline
Ballentine Partners, LLC6,075$419K0.01%-2,18213F-HRTimeline
Avidian Wealth Enterprises, LLC6,071$419K0.02%+3,03813F-HRTimeline
Beverly Hills Private Wealth, LLC6,065$418K0.08%+1,42113F-HRTimeline
Regal Investment Advisors LLC6,062$418K0.03%-44313F-HRTimeline
AlphaQuest LLC6,057$418K0.04%+2,25913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,042$417K0.08%+3313F-HRTimeline
St. Clair Advisors, LLC6,000$414K0.11%013F-HRTimeline
Reliant Investment Partners, LLC6,000$414K0.36%013F-HRTimeline
Efficient Advisors, LLC5,999$414K0.02%new13F-HRTimeline
Bull Street Advisors, LLC5,938$410K0.2%-15013F-HRTimeline
REXFORD CAPITAL INC5,943$410K0.34%13F-HRTimeline
RAHLFS CAPITAL, LLC5,930$409K0.37%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,896$407K0.01%new13F-HRTimeline
Partners in Financial Planning5,888$406K0.07%-1813F-HRTimeline
PSI Advisors, LLC5,861$404K0.2%-2,72813F-HRTimeline
Teza Capital Management LLC5,832$402K0.3%new13F-HRTimeline
RFG Advisory, LLC5,798$400K0.01%-2,18613F-HRTimeline
BIRCHBROOK, INC.5,795$400K0.21%+28813F-HRTimeline
Truvestments Capital LLC5,770$398K0.08%+913F-HRTimeline
Blueshift Asset Management, LLC5,769$398K0.12%new13F-HRTimeline
CVA Family Office, LLC5,756$397K0.06%+42013F-HRTimeline
BCS Private Wealth Management, Inc.5,702$393K0.15%13F-HRTimeline
Symmetry Partners, LLC5,685$392K0.05%-75113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,657$390K0.01%+1,75713F-HRTimelineGroup
LexAurum Advisors, LLC5,639$389K0.06%-15513F-HRTimeline
AMARA FINANCIAL, LLC.5,632$388K0.34%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,605$388K0.03%-6,08313F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT5,623$388K0.05%-11,80013F-HRTimeline
Bison Wealth, LLC5,985$388K0.03%new13F-HRTimeline
CWA Asset Management Group, LLC5,619$388K0.02%+21213F-HRTimeline
AlphaStar Capital Management, LLC5,577$385K0.03%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC5,574$384K0.36%+213F-HRTimeline
BARRETT & COMPANY, INC.5,550$383K0.14%+313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,510$380K0.04%+2713F-HRTimeline
Basepoint Wealth LLC5,506$380K0.29%-16213F-HRTimeline
Savvy Advisors, Inc.5,493$379K0.03%+2,00113F-HRTimeline
Everhart Financial Group, Inc.5,487$378K0.04%new13F-HRTimeline
Meridian Financial Advisors, LLC5,457$376K0.24%013F-HRTimeline
TOWER BRIDGE ADVISORS5,452$376K0.04%013F-HRTimeline
Allen Capital Group, LLC5,420$374K0.04%-2313F-HRTimeline
Root Financial Partners, LLC5,419$374K0.04%+36213F-HRTimeline
Grandview Asset Management LLC5,400$372K0.12%-1,00013F-HRTimeline
Kera Capital Partners, Inc.5,384$371K0.07%new13F-HRTimeline
Carson Advisory Inc.5,367$370K0.24%-60013F-HRTimeline
Abacus Planning Group, Inc.5,360$370K0.05%-65313F-HR/ATimeline
ROCKLAND TRUST CO5,334$368K0.02%013F-HRTimeline
Aspire Growth Partners LLC5,329$368K0.3%-35813F-HRTimeline
Wealth Watch Advisors, INC5,205$367K0.21%+39713F-HRTimeline
BOSTON FAMILY OFFICE LLC5,320$367K0.02%-20013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,289$365K0.01%-49013F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust5,285$365K0.18%+2,11513F-HRTimelineGroup
Atlas Brown,Inc.5,263$363K0.12%+37013F-HRTimeline
Parkside Financial Bank & Trust5,227$361K0.04%+12313F-HRTimeline
North Star Investment Management Corp.5,225$360K0.03%+613F-HRTimeline
Ceeto Capital Group, LLC5,200$359K0.12%-6513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,202$359K0.01%-7413F-HRTimeline
MKT Advisors LLC5,151$358K0.14%-1413F-HRTimeline
Denver PWM, LLC5,162$356K0.11%+1,40313F-HRTimeline
Sonora Investment Management Group, LLC5,147$355K0.03%-2,08713F-HRTimeline
Southland Equity Partners LLC5,115$353K0.08%+9813F-HRTimeline
EVERPAR ADVISORS LLC5,088$351K0.16%-39313F-HRTimeline
HF Advisory Group, LLC5,074$350K0.14%-1,31213F-HRTimeline
Vectors Research Management, LLC5,073$350K0.12%013F-HRTimeline
Tweedy, Browne Co LLC5,061$349K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,053$349K0.05%+5213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC5,036$347K0.31%+1,70413F-HRTimeline
PLIMOTH TRUST CO LLC5,005$345K0.08%-5513F-HRTimeline
Private Capital Advisors, Inc.5,000$345K0.04%013F-HRTimeline
Topsail Wealth Management, LLC4,985$344K0.06%+1513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,984$344K0.02%-53813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,966$343K0.01%-91113F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,954$342K0.08%+10713F-HRTimeline
TOBAM4,950$341K0.13%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Volterra Technologies LP4,935$340K0.46%13F-HRTimeline
Rathbones Group PLC4,913$339K<0.01%-1,00013F-HRTimeline
Smithfield Trust Co4,871$336K0.02%013F-HRTimeline
Goelzer Investment Management, Inc.4,867$336K0.02%-39913F-HRTimeline
SHUFRO ROSE & CO LLC4,950$335K0.03%013F-HRTimeline
Plan Group Financial, LLC4,846$334K0.11%-62013F-HRTimeline
Sunbelt Securities, Inc.7,426$333K0.03%+41513F-HRTimeline
Larson Financial Group LLC4,823$333K0.01%+69713F-HRTimeline
Soltis Investment Advisors LLC4,812$332K0.03%+49613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,809$332K0.05%-913F-HRTimeline
DAVIDSON TRUST CO4,807$332K0.15%-27013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,801$331K0.04%+4513F-HRTimeline
CTC Alternative Strategies, Ltd.4,800$331K0.29%new13F-HRTimeline
GTS SECURITIES LLC4,781$330K0.01%-10,05213F-HRTimeline
PDS Planning, Inc4,779$330K0.02%+45913F-HRTimeline
Jupiter Wealth Management LLC5,000$330K0.17%new13F-HRTimeline
JNBA Financial Advisors4,771$329K0.03%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,771$329K<0.01%+70113F-HRTimelineGroup
Sunpointe, LLC4,760$328K0.13%+18513F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,744$327K0.01%+2513F-HRTimeline
Northside Capital Management, LLC4,740$327K0.02%new13F-HRTimeline
Brookwood Investment Group LLC4,725$326K0.05%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,722$326K0.01%-1413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,713$325K0.02%+1,33013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,710$325K0.07%+53713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,704$324K0.01%-88213F-HRTimelineGroup
WBH ADVISORY INC4,692$324K0.03%-58113F-HRTimeline
Sentry LLC4,684$323K0.06%013F-HRTimeline
International Private Wealth Advisors L…4,683$323K0.28%new13F-HRTimeline
Sebold Capital Management, Inc.4,657$321K0.2%new13F-HRTimeline
Tyche Wealth Partners LLC4,644$320K0.06%+7513F-HRTimeline
Manchester Capital Management LLC4,638$320K0.04%-19813F-HRTimeline
Cladis Investment Advisory, LLC4,637$320K0.2%-5613F-HRTimeline
Cadence Bank4,628$319K0.02%+7313F-HRTimeline
Wealth Advisory Solutions, LLC4,606$318K0.08%-2,84513F-HRTimeline
Cadence Wealth Management LLC4,599$317K0.21%013F-HRTimeline
First City Capital Management, Inc.4,599$317K0.18%-19813F-HRTimeline
Ariston Services Group4,546$314K0.22%+52813F-HRTimeline
Forum Private Client Group LLC4,545$314K0.12%-12513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,536$313K0.18%-2,33213F-HRTimeline
Keystone Financial Planning, Inc.4,521$312K0.09%013F-HRTimeline
Narwhal Capital Management4,519$312K0.03%-6,75013F-HRTimeline
Pine Haven Investment Counsel, Inc4,512$311K0.24%-1,38313F-HRTimeline
Aviance Capital Partners, LLC4,500$310K0.04%+113F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,491$310K0.2%+14313F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y4,485$309K0.3%-25013F-HRTimelineGroup
Advisory Alpha, LLC4,468$308K0.01%+7813F-HRTimeline
SYM FINANCIAL Corp4,444$307K0.03%-65613F-HRTimeline
Formidable Asset Management, LLC4,518$306K0.05%013F-HRTimeline