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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,794 managers (1,839 13F filers) reported a position in CVS shares at 2025-09-30, 1,094,237,890 shares in all. 193 filers opened a position and 109 filers sold out during the quarter.

Managers
1,794
13F filers
1,839
New
193
Added
669
Reduced
725
Sold out
109
Shares held by filers
1,094,237,890

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WEALTH ALLIANCE, LLC7,786$587K0.06%-12513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,773$586K<0.01%+3,00213F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO7,759$585K0.05%-55013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC7,732$583K<0.01%-137,72613F-HRTimeline
Crews Bank & Trust7,731$583K0.09%-10513F-HRTimeline
Aviso Financial Inc.7,690$580K0.02%-8,38313F-HRTimeline
WASHINGTON TRUST Co7,685$579K0.02%-113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,695$579K0.01%+7,39513F-HRTimelineGroup
Quotient Wealth Partners, LLC7,673$578K0.02%-15013F-HRTimeline
ARS Wealth Advisors Group, LLC7,588$572K0.06%-8313F-HRTimeline
Beaton Management Co. Inc.7,541$569K0.26%-10013F-HRTimeline
Farringdon Capital, Ltd.7,542$569K0.14%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,536$568K0.02%new13F-HRTimelineGroup
Beverly Hills Private Wealth, LLC7,534$568K0.1%+1,46913F-HRTimeline
Coastal Bridge Advisors, LLC7,498$565K0.04%-1,08713F-HRTimeline
Hennion & Walsh Asset Management, Inc.7,484$564K0.02%new13F-HRTimeline
Orange Investment Advisors, Inc.7,459$562K0.06%-25513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,455$562K0.01%-6613F-HRTimeline
COZAD ASSET MANAGEMENT INC7,435$561K0.04%-39513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,412$559K0.02%-33413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC7,291$550K0.01%-44613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,265$548K0.03%+79813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,265$548K0.18%-46413F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…7,224$545K0.1%013F-HRTimeline
Empire Financial Management Company, LLC7,198$543K0.12%013F-HRTimeline
Convergence Investment Partners, LLC7,168$540K0.12%-33313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,142$538K0.04%-94113F-HRTimeline
Beta Wealth Group, Inc.7,123$537K0.21%-31,19213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,087$534K<0.01%new13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd7,038$531K0.01%-6,25913F-HRTimelineGroup
Avestar Capital, LLC7,035$530K0.04%-29313F-HRTimeline
M.E. ALLISON & CO., INC.7,023$529K0.37%013F-HRTimeline
Williams Financial, LLC7,020$529K0.55%+9713F-HRTimeline
Jupiter Wealth Management LLC7,000$528K0.25%+2,00013F-HRTimeline
Voleon Capital Management LP6,980$526K0.01%-64,74213F-HRTimeline
Prasad Wealth Partners, LLC6,963$525K0.15%-413F-HRTimeline
Intrua Financial, LLC6,942$523K0.06%-43113F-HRTimeline
Everhart Financial Group, Inc.6,922$522K0.05%+1,43513F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,913$521K<0.01%+14013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC6,909$521K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,900$520K0.02%+16013F-HRTimelineGroup
Baader Bank Aktiengesellschaft7,077$517K0.04%+82413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Koshinski Asset Management, Inc.6,857$517K0.03%-7613F-HRTimeline
Wilson & Boucher Capital Management, LLC6,850$516K0.34%-10013F-HRTimeline
Wallace Advisory Group, LLC7,483$516K0.41%-2,35013F-HRTimeline
TOBAM6,846$516K0.19%+1,89613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,838$516K0.01%-63313F-HRTimelineGroup
Financial Engines Advisors L.L.C.6,836$515K<0.01%+12313F-HRTimeline
Bison Wealth, LLC6,557$514K0.05%+57213F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,817$514K0.01%-15313F-HRTimelineGroup
Koss-Olinger Consulting, LLC7,420$512K0.04%013F-HRTimeline
Sunbelt Securities, Inc.6,750$509K0.04%-67613F-HRTimeline
First Nebraska Trust Co6,736$508K0.05%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd6,712$506K0.15%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC6,497$500K0.05%-60313F-HRTimeline
Worth Financial Advisory Group, LLC6,625$499K0.28%-11513F-HRTimeline
North Forty Two & Co.6,618$499K0.49%-1,27513F-HRTimeline
Pure Financial Advisors, LLC6,609$498K0.01%+8013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,607$498K0.03%+34113F-HRTimeline
GTS SECURITIES LLC6,532$492K0.02%+1,75113F-HRTimeline
Fort Sheridan Advisors LLC6,507$491K0.06%+3,58813F-HRTimeline
Athena Investment Management6,489$489K0.25%013F-HRTimeline
Crescent Grove Advisors, LLC6,471$488K0.05%+16513F-HRTimeline
Busey Bank6,465$487K0.01%-21213F-HRTimeline
USA FINANCIAL FORMULAS6,464$487K0.09%-14,25413F-HRTimeline
Cullen Capital Management, LLC6,455$487K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,451$486K0.01%+2,61213F-HRTimeline
Checchi Capital Advisers, LLC6,428$485K0.03%+5413F-HRTimeline
Composition Wealth, LLC6,358$479K0.01%-4,29613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,355$479K0.1%013F-HRTimeline
Procyon Advisors, LLC6,342$478K0.03%-49713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,843$478K0.05%new13F-HRTimeline
Avidian Wealth Enterprises, LLC6,285$474K0.02%+21413F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,282$474K0.04%new13F-HRTimeline
Addison Advisors LLC6,246$471K0.11%-2113F-HRTimeline
Kera Capital Partners, Inc.6,210$468K0.07%+82613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,177$466K0.04%-5113F-HRTimeline
Reliant Investment Partners, LLC6,000$465K0.36%013F-HRTimeline
Octavia Wealth Advisors, LLC6,151$464K0.05%+1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,144$463K0.01%-4613F-HRTimelineGroup
YHB Investment Advisors, Inc.6,135$463K0.03%-12513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.6,089$459K0.21%-10313F-HRTimeline
Blueshift Asset Management, LLC6,085$459K0.14%+31613F-HRTimeline
WEBSTER BANK, N. A.6,080$458K0.04%-79113F-HRTimeline
Regal Investment Advisors LLC6,077$458K0.03%+1513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,044$456K0.08%+213F-HRTimeline
EVOKE WEALTH, LLC6,042$456K0.01%+2,47213F-HRTimeline
BIRCHBROOK, INC.6,034$455K0.24%+23913F-HRTimeline
BCS Private Wealth Management, Inc.6,027$454K0.16%+32513F-HRTimeline
St. Clair Advisors, LLC6,022$454K0.12%+2213F-HRTimeline
Aigen Investment Management, LP6,016$454K0.07%new13F-HRTimeline
Global Financial Private Client, LLC6,011$453K0.16%new13F-HRTimeline
WEALTH EFFECTS LLC5,959$449K0.14%+1,54513F-HRTimeline
REXFORD CAPITAL INC5,943$448K0.35%013F-HRTimeline
RAHLFS CAPITAL, LLC5,930$447K0.35%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,924$447K0.11%-31413F-HRTimeline
Baker Avenue Asset Management, LP5,924$447K0.01%+2,20613F-HRTimeline
Geneos Wealth Management Inc.5,922$446K0.01%-2,62813F-HRTimeline
Partners in Financial Planning5,888$444K0.08%013F-HRTimeline
Private Wealth Asset Management, LLC5,876$443K0.05%-50013F-HRTimeline
Ausdal Financial Partners, Inc.5,848$441K0.02%+1,55013F-HRTimeline
Symmetry Partners, LLC5,826$439K0.05%+14113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,772$435K0.1%-1,80113F-HRTimeline
Diametric Capital, LP5,755$434K0.16%+1,89513F-HRTimeline
Truvestments Capital LLC5,734$432K0.08%-3613F-HRTimeline
Syverson Strege & Co5,722$431K0.1%-79913F-HRTimeline
ADIRONDACK TRUST CO5,705$430K0.14%-3,01713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,690$429K0.07%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC5,674$428K0.06%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,665$427K0.02%-77513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,657$426K0.01%013F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.5,649$426K0.02%-72413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,648$426K0.01%-77,91613F-HRTimelineGroup
Interchange Capital Partners, LLC5,632$425K0.08%new13F-HRTimeline
AMARA FINANCIAL, LLC.5,632$425K0.31%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd5,611$423K0.09%new13F-HRTimelineGroup
AlphaQuest LLC5,599$422K0.03%-45813F-HRTimeline
SOMERVILLE KURT F5,588$421K0.07%-1,50013F-HRTimeline
Brooklyn Investment Group6,138$420K0.06%-11513F-HR/ATimeline
BARRETT & COMPANY, INC.5,554$419K0.14%+413F-HRTimeline
CVA Family Office, LLC5,553$419K0.05%-20313F-HRTimeline
BEACON FINANCIAL GROUP5,548$418K0.04%-54013F-HRTimeline
Bull Street Advisors, LLC5,543$418K0.2%-39513F-HRTimeline
Allen Capital Group, LLC5,517$416K0.04%+9713F-HRTimeline
Pines Wealth Management, LLC5,507$415K0.14%-88013F-HRTimeline
Caerus Investment Advisors, LLC5,496$414K0.17%new13F-HRTimeline
FIRST HORIZON CORP5,461$412K0.02%13F-HRTimeline
Root Financial Partners, LLC5,450$411K0.03%+3113F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,340$410K<0.01%-3,03013F-HRTimelineGroup
Ballentine Partners, LLC5,442$410K0.01%-63313F-HRTimeline
Torrey Growth & Income Advisors5,425$409K0.12%13F-HRTimeline
CWA Asset Management Group, LLC5,405$408K0.02%-21413F-HRTimeline
Camelot Portfolios, LLC5,396$407K0.24%-2,02613F-HRTimeline
Apella Capital, LLC4,976$405K0.01%+1,01913F-HRTimeline
Columbia Asset Management5,348$403K0.08%-1,25013F-HRTimeline
Basepoint Wealth LLC5,323$401K0.28%-18313F-HRTimeline
BOSTON FAMILY OFFICE LLC5,320$401K0.03%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,307$400K0.01%+10513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,296$399K0.01%+713F-HRTimelineGroup
RFG Advisory, LLC5,296$399K0.01%-50213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,280$398K0.03%-43,88913F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,272$397K0.04%-23813F-HRTimeline
MKT Advisors LLC5,151$396K0.15%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,230$394K0.01%-87413F-HRTimelineGroup
HF Advisory Group, LLC5,219$393K0.14%+14513F-HRTimeline
Southland Equity Partners LLC5,215$393K0.08%+10013F-HRTimeline
Soltis Investment Advisors LLC5,208$393K0.03%+39613F-HRTimeline
Advisory Alpha, LLC5,068$393K0.01%+60013F-HRTimeline
Ceeto Capital Group, LLC5,200$392K0.11%013F-HRTimeline
CERTUITY, LLC5,197$392K0.03%+85413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,187$391K0.01%+22113F-HRTimeline
VISION FINANCIAL MARKETS LLC5,175$390K0.33%-39913F-HRTimeline
City Center Advisors, LLC5,170$390K0.38%+1,71213F-HRTimeline
ROCKLAND TRUST CO5,139$387K0.02%-19513F-HRTimeline
Abacus Planning Group, Inc.5,086$383K0.05%-27413F-HRTimeline
Vectors Research Management, LLC5,073$382K0.12%013F-HRTimeline
Carson Advisory Inc.5,067$382K0.21%-30013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,054$381K0.06%new13F-HRTimeline
LexAurum Advisors, LLC5,049$381K0.05%-59013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,046$380K0.01%new13F-HRTimelineGroup
Atlas Brown,Inc.5,043$380K0.11%-22013F-HRTimeline
EVERPAR ADVISORS LLC5,023$379K0.15%-6513F-HRTimeline
Private Capital Advisors, Inc.5,000$377K0.04%013F-HRTimeline
Shay Capital LLC5,000$377K0.07%new13F-HRTimeline
Factorial Partners, LLC5,000$377K0.26%new13F-HRTimeline
Virtue Capital Management, LLC2,426$377K0.06%-1,62613F-HR/ATimeline
Aprio Wealth Management, LLC4,997$377K0.04%+67913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,997$377K0.07%+1,21513F-HRTimeline
PDS Planning, Inc4,994$376K0.03%+21513F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,950$373K0.09%-413F-HRTimeline
Tranquility Partners, LLC4,937$372K0.13%new13F-HRTimeline
Aspire Growth Partners LLC4,925$371K0.27%-40413F-HRTimeline
Meadowbrook Wealth Management, LLC4,925$371K0.39%13F-HRTimeline
Cornerstone Wealth Group, LLC4,916$371K0.03%+1,06413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,906$370K0.04%+10513F-HRTimeline
Sonora Investment Management Group, LLC4,880$368K0.03%-26713F-HRTimeline
Smithfield Trust Co4,851$367K0.02%-2013F-HRTimeline
Meridian Financial Advisors, LLC4,847$365K0.21%-61013F-HRTimeline
LaSalle St. Investment Advisors, LLC4,847$365K0.07%+78213F-HRTimeline
Somerset Trust Co4,831$364K0.11%+67313F-HRTimeline
Venturi Wealth Management, LLC4,818$363K0.02%+1,06613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH4,812$363K0.04%+54713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,810$363K0.05%+113F-HRTimeline
DAVIDSON TRUST CO4,807$362K0.15%013F-HRTimeline
Wealth Watch Advisors, INC4,802$362K0.15%-40313F-HRTimeline
Larson Financial Group LLC4,795$362K0.01%-2813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,789$361K0.04%-26413F-HRTimeline
WBH ADVISORY INC4,771$360K0.03%+7913F-HRTimeline
MATHER GROUP, LLC.4,748$358K<0.01%new13F-HRTimeline
Northside Capital Management, LLC4,740$357K0.03%013F-HRTimeline
Kathmere Capital Management, LLC4,731$357K0.03%+1,71213F-HRTimeline
Corsicana & Co.4,730$357K0.2%13F-HRTimeline
Denver PWM, LLC5,162$356K0.11%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,710$355K0.06%+1,75513F-HRTimeline
Sunpointe, LLC4,710$355K0.13%-5013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,696$354K<0.01%-2,88913F-HRTimeline
Simplicity Wealth,LLC4,694$354K0.02%-3,70213F-HRTimeline
Lantz Financial LLC4,692$354K0.08%+1,18813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,286$353K0.12%-23313F-HRTimeline
Legacy Capital Wealth Partners, LLC4,677$353K0.08%-3313F-HRTimeline