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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,912 managers (1,956 13F filers) reported a position in CVS shares at 2025-12-31, 1,132,999,046 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
1,912
13F filers
1,956
New
155
Added
704
Reduced
725
Sold out
117
Shares held by filers
1,132,999,046

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Essex LLC8,590$682K0.12%-19413F-HRTimeline
Sage Mountain Advisors LLC8,561$679K0.04%-85313F-HRTimeline
Providence First Trust Co8,535$677K0.23%new13F-HRTimeline
TSG Advice Partners, LLC8,470$672K0.1%13F-HRTimeline
Summit Financial Wealth Advisors, LLC8,444$670K0.1%-2,01313F-HRTimeline
Perpetual Ltdin group Perpetual Ltd8,433$669K0.01%+1,39513F-HRTimelineGroup
Kera Capital Partners, Inc.8,962$668K0.08%+2,75213F-HRTimeline
Glenview Trust Co8,382$665K0.01%-1,20113F-HRTimeline
Benin Management CORP8,320$660K0.15%-17513F-HRTimeline
SPINNAKER TRUST8,288$658K0.04%-62913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,248$655K<0.01%-1,23513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,238$654K0.15%+2713F-HRTimeline
Waterloo Capital, L.P.8,193$650K0.05%-10013F-HRTimeline
Leo Wealth, LLC8,167$648K0.05%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC8,169$648K0.43%-1,00313F-HRTimeline
MASTERINVEST Kapitalanlage GmbH8,113$648K0.06%+3,30113F-HRTimeline
CHICAGO TRUST Co NA8,122$645K0.1%-50413F-HRTimeline
MONECO ADVISORS, LLC8,095$642K0.05%-1,31613F-HRTimeline
Diligent Investors, LLC8,087$642K0.16%+713F-HRTimeline
Diametric Capital, LP8,063$640K0.17%+2,30813F-HRTimeline
ARS Wealth Advisors Group, LLC8,047$639K0.06%+45913F-HRTimeline
Soltis Investment Advisors LLC8,044$638K0.04%+2,83613F-HR/ATimeline
ASO GROUP Ltd8,000$635K0.25%13F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC8,000$635K0.18%new13F-HRTimeline
Forty-three Eighteen Advisors, LLC8,000$635K0.49%13F-HRTimeline
INVESTMENT HOUSE LLC7,965$632K0.03%-75013F-HRTimeline
Howard Capital Management, LLC7,950$631K0.01%-5313F-HRTimeline
Key Client Fiduciary Advisors, LLC7,939$630K0.22%-3013F-HRTimeline
Avestar Capital, LLC7,921$629K0.04%+88613F-HRTimeline
Traub Capital Management LLC7,899$627K0.6%-78013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,700$626K0.01%013F-HRTimeline
Pettee Investors, Inc.7,880$625K0.35%-35013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,773$617K<0.01%013F-HRTimelineGroup
Burns Matteson Capital Management, LLC7,748$615K0.25%new13F-HRTimeline
BARR E S & CO7,725$613K0.03%new13F-HRTimeline
Unifi Asset Management LP7,720$613K0.67%13F-HRTimeline
BCU Wealth Advisors, LLC7,696$611K0.23%-2,05513F-HRTimeline
Versant Capital Management, Inc7,686$610K0.08%-24813F-HRTimeline
Koshinski Asset Management, Inc.7,671$609K0.04%+81413F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC7,669$609K0.56%13F-HRTimeline
Beverly Hills Private Wealth, LLC7,667$608K0.1%+13313F-HR/ATimeline
AlphaQuest LLC7,664$608K0.03%+2,06513F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.7,569$608K0.08%-2,17813F-HRTimeline
American State Bank (Iowa)7,624$605K0.29%-24413F-HRTimeline
Centennial Wealth Advisory LLC7,611$604K0.16%-24113F-HRTimeline
BCS Wealth Management7,608$604K0.06%+4,13013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,560$600K0.02%+2413F-HRTimelineGroup
Aviso Financial Inc.7,544$599K0.02%-14613F-HRTimeline
Geneos Wealth Management Inc.7,515$596K0.01%+1,59313F-HRTimeline
DAVIDSON TRUST CO7,469$593K0.25%+2,66213F-HRTimeline
Ballentine Partners, LLC7,446$591K0.01%+2,00413F-HRTimeline
Rehmann Capital Advisory Group7,439$590K0.03%-3,07313F-HRTimeline
Verdence Capital Advisors LLC7,416$589K0.03%-13913F-HRTimeline
Composition Wealth, LLC7,404$588K0.01%+1,04613F-HRTimeline
Annex Advisory Services, LLC7,403$588K0.01%new13F-HRTimeline
Quotient Wealth Partners, LLC7,397$587K0.02%-27613F-HRTimeline
WEALTH ALLIANCE, LLC7,383$586K0.06%-40313F-HRTimeline
Citizens Business Bank7,376$585K0.1%new13F-HRTimeline
Indivisible Partners7,369$585K0.06%13F-HRTimeline
Beaton Management Co. Inc.7,360$584K0.26%-18113F-HRTimeline
Crews Bank & Trust7,317$581K0.08%-41413F-HRTimeline
Coastal Bridge Advisors, LLC7,278$578K0.04%-22013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,265$577K<0.01%+17813F-HRTimeline
WASHINGTON TRUST Co7,251$575K0.02%-43413F-HRTimeline
Bayesian Capital Management, LP7,248$575K1.32%-10,55213F-HRTimeline
Empire Financial Management Company, LLC7,223$573K0.12%+2513F-HRTimeline
Golden Reserve Retirement LLC7,160$568K0.1%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,123$565K0.04%-1,12313F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC7,099$563K0.15%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,066$561K0.01%-22513F-HR/ATimeline
Williams Financial, LLC7,020$557K0.32%013F-HRTimeline
Prasad Wealth Partners, LLC6,999$555K0.15%+3613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC6,991$555K0.17%-27413F-HRTimeline
Pure Financial Advisors, LLC6,986$554K0.01%+37713F-HRTimeline
Kathmere Capital Management, LLC6,884$546K0.04%+2,15313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,860$544K0.02%-1,02913F-HRTimeline
PEAK6 LLCin group PEAK6 LLC6,852$544K0.01%new13F-HR/ATimelineGroup
Wilson & Boucher Capital Management, LLC6,850$544K0.36%013F-HRTimeline
CONNING INC.in group CONNING INC.6,791$539K0.02%-1,13813F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…6,791$539K0.1%+2,26313F-HRTimeline
Provident Living Financial Services, In…6,791$539K0.53%13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,773$538K<0.01%-14013F-HRTimelineGroup
First Nebraska Trust Co6,736$535K0.05%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.6,726$534K0.16%13F-HRTimelineGroup
Checchi Capital Advisers, LLC6,703$532K0.04%+27513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,656$528K0.06%+1,75013F-HRTimeline
Worth Financial Advisory Group, LLC6,655$528K0.26%+3013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,654$528K0.01%+20313F-HRTimeline
Sunbelt Securities, Inc.6,651$528K0.04%-9913F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.6,646$527K0.29%new13F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,627$526K0.01%-19013F-HRTimelineGroup
North Forty Two & Co.6,618$525K0.5%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,617$525K0.04%+33513F-HRTimeline
Quantum Financial Advisors, LLC6,589$523K0.06%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,575$522K0.02%+72713F-HRTimeline
111 Capital6,565$521K0.11%-8,38713F-HRTimeline
Avidian Wealth Enterprises, LLC6,537$519K0.02%+25213F-HRTimeline
Fort Sheridan Advisors LLC6,507$516K0.07%013F-HRTimeline
Busey Bank6,484$515K0.01%+1913F-HRTimeline
Athena Investment Management6,479$514K0.26%-1013F-HRTimeline
Polymer Capital Management (US) LLC6,451$512K0.07%-1,44013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,418$509K<0.01%+2,60113F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,411$509K<0.01%-5,80913F-HRTimelineGroup
SeaCrest Wealth Management, LLC6,370$508K0.05%-12713F-HRTimeline
V-Square Quantitative Management LLC6,403$508K0.05%-4,16813F-HRTimeline
ROCKLAND TRUST CO6,380$506K0.02%+1,24113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,338$503K0.01%+19413F-HRTimelineGroup
Parallax Volatility Advisers, L.P.6,309$501K0.02%-205,22313F-HRTimeline
FOCUSED ALPHA, LLC6,300$500K0.15%13F-HRTimeline
Goelzer Investment Management, Inc.6,294$499K0.02%+1,62413F-HRTimeline
Wealth Watch Advisors, INC6,289$499K0.19%+1,48713F-HRTimeline
Baker Avenue Asset Management, LP6,275$498K0.01%+35113F-HRTimeline
M.E. ALLISON & CO., INC.6,270$498K0.34%-75313F-HRTimeline
OmniStar Financial Group, Inc.6,236$495K0.29%-6,61513F-HRTimeline
Interchange Capital Partners, LLC6,234$495K0.09%+60213F-HRTimeline
Addison Advisors LLC6,196$492K0.11%-5013F-HRTimeline
ARISTEIA CAPITAL, L.L.C.6,192$491K0.01%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,175$490K0.04%-213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,134$487K0.03%-47313F-HRTimeline
BCS Private Wealth Management, Inc.6,127$486K0.17%+10013F-HRTimeline
Virtue Capital Management, LLC6,061$486K0.07%+3,63513F-HR/ATimeline
Octavia Wealth Advisors, LLC6,122$485K0.05%-2913F-HRTimeline
AssuredPartners Investment Advisors, LLC6,113$485K0.07%new13F-HRTimeline
WEBSTER BANK, N. A.6,080$483K0.05%013F-HRTimeline
Meadowbrook Wealth Management, LLC6,075$482K0.55%+1,15013F-HRTimeline
Storgate, LLC6,054$480K0.39%13F-HRTimeline
SG Trading Solutions, LLC6,040$479K0.11%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,022$478K0.05%+97613F-HRTimelineGroup
St. Clair Advisors, LLC6,022$478K0.12%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,007$477K0.09%-3713F-HRTimeline
Reliant Investment Partners, LLC6,000$476K0.37%013F-HRTimeline
Rathbones Group PLC5,969$474K<0.01%+1,69113F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC5,950$472K0.09%-40513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,944$472K0.11%+2013F-HRTimeline
REXFORD CAPITAL INC5,943$472K0.36%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,942$472K0.01%+1,24613F-HRTimeline
RAHLFS CAPITAL, LLC5,930$471K0.37%013F-HRTimeline
Riggs Asset Managment Co. Inc.5,929$471K0.09%+1,65213F-HRTimeline
Alteri Wealth LLC5,913$469K0.15%+1,71813F-HRTimeline
PDS Planning, Inc5,905$469K0.03%+91113F-HRTimeline
FNY Investment Advisers, LLC5,900$468K0.13%+3,09313F-HRTimeline
Partners in Financial Planning5,888$467K0.08%013F-HRTimeline
Regal Investment Advisors LLC5,876$466K0.03%-20113F-HRTimeline
Private Wealth Asset Management, LLC5,861$465K0.05%-1513F-HRTimeline
ORG Partners LLC5,856$465K0.08%+5,13713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,826$462K0.03%new13F-HRTimeline
Syverson Strege & Co5,816$462K0.11%+9413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,811$461K0.01%+15413F-HR/ATimelineGroup
Koss-Olinger Consulting, LLC5,812$461K0.04%-1,60813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,791$460K0.06%+10113F-HRTimeline
Value Investment Professionals, LLC5,777$458K0.48%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,772$458K0.12%013F-HRTimeline
Aprio Wealth Management, LLC5,224$457K0.03%+22713F-HRTimeline
WEALTH EFFECTS LLC5,760$457K0.14%-19913F-HRTimeline
FIRST HORIZON CORP5,751$456K0.02%+29013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,716$454K0.01%+48613F-HRTimelineGroup
Advyzon Investment Management, LLC5,685$451K0.05%+1,70413F-HRTimeline
BIRCHBROOK, INC.5,665$450K0.22%-36913F-HRTimeline
Ruedi Wealth Management, Inc.5,661$449K0.12%new13F-HRTimeline
Larson Financial Group LLC5,634$447K0.01%+83913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,636$447K0.03%new13F-HRTimelineGroup
AMARA FINANCIAL, LLC.5,632$447K0.31%013F-HRTimeline
Beta Wealth Group, Inc.5,625$446K0.18%-1,49813F-HRTimeline
PCM Encore, LLC5,617$446K0.09%13F-HRTimeline
Root Financial Partners, LLC5,610$445K0.02%+16013F-HRTimeline
ADIRONDACK TRUST CO5,596$444K0.15%-10913F-HRTimeline
HARBOUR INVESTMENTS, INC.5,591$444K0.01%+40413F-HRTimeline
Abacus Planning Group, Inc.5,590$444K0.06%+50413F-HRTimeline
MATHER GROUP, LLC.5,588$443K<0.01%+84013F-HRTimeline
EVOKE WEALTH, LLC5,567$442K0.01%-47513F-HRTimeline
BEACON FINANCIAL GROUP5,566$442K0.04%+1813F-HRTimeline
Caerus Investment Advisors, LLC5,565$442K0.15%+6913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,558$441K0.01%+26213F-HRTimelineGroup
Advanced Portfolio Management, LLC5,555$441K1.35%new13F-HRTimeline
Bull Street Advisors, LLC5,543$440K0.2%013F-HRTimeline
VestGen Advisors, LLC5,526$439K0.02%+2,79213F-HRTimeline
Intrua Financial, LLC5,509$437K0.05%-1,43313F-HRTimeline
WORLD EQUITY GROUP, INC.5,453$433K0.12%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,443$432K0.01%+1,48413F-HRTimeline
Hobbs Group Advisors, LLC5,440$432K0.13%new13F-HRTimeline
Simplicity Wealth,LLC5,410$429K0.03%+71613F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,340$426K<0.01%013F-HRTimelineGroup
Allen Capital Group, LLC5,358$425K0.04%-15913F-HRTimeline
Advisory Alpha, LLC5,345$424K0.01%+27713F-HRTimeline
Prestige Wealth Management Group LLC5,311$421K0.08%+3,65113F-HRTimeline
CVA Family Office, LLC5,302$421K0.05%-25113F-HRTimeline
DRW Securities, LLC5,292$418K0.03%new13F-HRTimeline
CERTUITY, LLC5,249$417K0.03%+5213F-HRTimeline
Columbia Asset Management5,248$417K0.07%-10013F-HRTimeline
MKT Advisors LLC5,160$415K0.14%+913F-HRTimeline
Total Wealth Planning & Management, Inc.5,209$413K0.33%13F-HRTimeline
Crescent Grove Advisors, LLC5,206$413K0.04%-1,26513F-HRTimeline
Ceeto Capital Group, LLC5,200$413K0.12%013F-HRTimeline
YHB Investment Advisors, Inc.5,200$413K0.03%-93513F-HRTimeline
VISION FINANCIAL MARKETS LLC5,176$411K0.42%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.5,159$409K0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC5,147$408K0.02%+32913F-HRTimeline
EVERPAR ADVISORS LLC5,145$408K0.15%+12213F-HRTimeline
Southland Equity Partners LLC5,130$407K0.08%-8513F-HRTimeline
Cornerstone Wealth Group, LLC5,117$406K0.03%+20113F-HRTimeline