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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,832 managers (1,882 13F filers) reported a position in CVS shares at 2026-03-31, 1,105,708,151 shares in all. 128 filers opened a position and 197 filers sold out during the quarter.

Managers
1,832
13F filers
1,882
New
128
Added
734
Reduced
746
Sold out
197
Shares held by filers
1,105,708,151

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OPTIMIZE FINANCIAL INC.8,151$585K0.29%new13F-HRTimeline
Checchi Capital Advisers, LLC8,136$584K0.04%+1,43313F-HRTimeline
Kera Capital Partners, Inc.8,132$584K0.07%-83013F-HRTimeline
ARISTEIA CAPITAL, L.L.C.8,066$579K0.01%+1,87413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,021$576K0.04%-61713F-HRTimeline
ASO GROUP Ltd8,000$575K0.24%013F-HRTimeline
INVESTMENT HOUSE LLC7,965$572K0.03%013F-HRTimeline
MCF Advisors LLC7,955$571K0.03%+3,35513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,949$571K0.05%-9,60413F-HRTimelineGroup
Waterloo Capital, L.P.7,945$571K0.04%-24813F-HRTimeline
Larson Financial Group LLC7,942$570K0.02%+2,30813F-HRTimeline
Counterpoint Mutual Funds LLC7,941$570K0.09%new13F-HRTimeline
Beverly Hills Private Wealth, LLC7,910$568K0.09%+24313F-HRTimeline
PINEBRIDGE INVESTMENTS LLC7,877$566K<0.01%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,859$564K0.08%-1,88013F-HRTimeline
Diligent Investors, LLC7,849$564K0.14%-23813F-HRTimeline
Indivisible Partners7,834$563K0.05%+46513F-HRTimeline
ARS Wealth Advisors Group, LLC7,825$562K0.05%-22213F-HRTimeline
American State Bank (Iowa)7,791$560K0.27%+16713F-HRTimeline
MONECO ADVISORS, LLC7,768$558K0.04%-32713F-HRTimeline
Burns Matteson Capital Management, LLC7,734$555K0.22%-1413F-HRTimeline
BCU Wealth Advisors, LLC7,726$555K0.21%+3013F-HRTimeline
Glenview Trust Co7,703$553K0.01%-67913F-HRTimeline
Empire Financial Management Company, LLC7,648$549K0.12%+42513F-HRTimeline
Traub Capital Management LLC7,599$546K0.54%-30013F-HRTimeline
DAVIDSON TRUST CO7,586$545K0.23%+11713F-HRTimeline
Baker Avenue Asset Management, LP7,503$539K0.01%+1,22813F-HRTimeline
Procyon Advisors, LLC7,498$539K0.03%+3,16513F-HRTimeline
CERTUITY, LLC7,488$538K0.04%+2,23913F-HRTimeline
Summit Financial Wealth Advisors, LLC7,487$538K0.08%-95713F-HRTimeline
Verdence Capital Advisors LLC7,477$537K0.03%+6113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,470$536K0.01%-1,12213F-HRTimelineGroup
SNOWWATER INVESTMENT PARTNERS, LLC7,432$534K0.5%-23713F-HRTimeline
Crews Bank & Trust7,424$533K0.08%+10713F-HRTimeline
Beaton Management Co. Inc.7,360$529K0.24%013F-HRTimeline
Gateway Wealth Partners, LLC7,363$529K0.02%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,345$528K0.01%new13F-HRTimelineGroup
Apella Capital, LLC6,823$527K0.01%+1,87713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,334$527K0.01%-12,29413F-HRTimeline
Citizens Business Bank7,325$526K0.09%-5113F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.7,319$526K0.07%-25013F-HRTimeline
Rehmann Capital Advisory Group7,290$524K0.03%-14913F-HRTimeline
Financial Engines Advisors L.L.C.7,263$522K<0.01%-1,49513F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC7,201$517K0.14%+10213F-HRTimeline
Pure Financial Advisors, LLC7,188$516K0.01%+20213F-HRTimeline
WEALTH ALLIANCE, LLC7,184$516K0.05%-19913F-HRTimeline
Composition Wealth, LLC7,177$515K0.01%-22713F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,174$515K0.04%+55713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,157$514K0.11%-2,14013F-HRTimeline
Ballentine Partners, LLC7,121$511K0.01%-32513F-HRTimeline
Quotient Wealth Partners, LLC7,107$510K0.01%-29013F-HRTimeline
ARVEST INVESTMENTS, INC.7,068$508K0.07%+7,06813F-HRTimeline
Prasad Wealth Partners, LLC7,039$506K0.14%+4013F-HRTimeline
NorthRock Partners, LLC7,031$505K0.01%+3,49313F-HRTimeline
Williams Financial, LLC7,020$504K0.29%013F-HRTimeline
Coastal Bridge Advisors, LLC7,003$503K0.04%-27513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,975$501K0.05%-2,78013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,967$500K0.07%-3,54013F-HRTimeline
WORLD EQUITY GROUP, INC.6,932$498K0.13%+1,47913F-HRTimeline
Severin Investments, LLC6,916$497K0.43%-7,70513F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P6,912$496K0.01%new13F-HRTimeline
GeoWealth Management, LLC6,909$496K0.02%+2,72113F-HRTimeline
Bison Wealth, LLC5,055$496K0.05%-37213F-HRTimeline
Generali Investments, Management Co LLC6,878$494K0.11%-8,40813F-HRTimeline
Wilson & Boucher Capital Management, LLC6,850$492K0.33%013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,815$489K0.03%+3,29513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,809$489K0.03%+2,13713F-HRTimelineGroup
First Nebraska Trust Co6,796$488K0.05%+6013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,773$486K<0.01%013F-HRTimelineGroup
CHICAGO TRUST Co NA6,739$484K0.08%-1,38313F-HRTimeline
Provident Living Financial Services, In…6,717$482K0.53%-7413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,717$482K0.02%-14313F-HRTimeline
Avidian Wealth Enterprises, LLC6,691$481K0.02%+15413F-HRTimeline
Sunbelt Securities, Inc.6,664$479K0.03%+1313F-HRTimeline
Financiere des Professionnels - Fonds d…6,657$478K0.03%new13F-HRTimeline
Hexagon Capital Partners LLC6,606$474K0.07%new13F-HRTimeline
Advisory Alpha, LLC6,586$473K0.01%+1,24113F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,583$473K0.01%-4413F-HRTimelineGroup
Quantum Financial Advisors, LLC6,541$470K0.05%-4813F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.6,538$470K0.3%-10813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,525$469K0.02%-1,03513F-HRTimelineGroup
Cornerstone Wealth Group, LLC6,049$468K0.03%+93213F-HRTimeline
Fort Sheridan Advisors LLC6,507$467K0.06%013F-HRTimeline
Annex Advisory Services, LLC6,499$467K0.01%-90413F-HRTimeline
Athena Investment Management6,479$465K0.24%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,462$464K<0.01%+4413F-HRTimelineGroup
Polymer Capital Management (US) LLC6,452$463K0.07%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,378$458K0.07%-41313F-HRTimeline
BCS Private Wealth Management, Inc.6,352$456K0.14%+22513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC6,309$453K0.03%-81413F-HRTimeline
M.E. ALLISON & CO., INC.6,270$450K0.3%013F-HRTimeline
North Forty Two & Co.6,268$450K0.42%-35013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,253$449K0.02%+11913F-HRTimeline
Addison Advisors LLC6,206$446K0.1%+1013F-HRTimeline
OAKWORTH CAPITAL, INC.6,188$444K0.02%+4,23913F-HRTimeline
Optas, LLC6,175$443K0.07%+1,58413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,175$443K0.04%013F-HRTimeline
Cyndeo Wealth Partners, LLC6,159$442K0.02%new13F-HRTimeline
Storgate, LLC6,146$441K0.35%+9213F-HRTimeline
Ausdal Financial Partners, Inc.6,144$441K0.02%-43113F-HRTimeline
Gladstone Institutional Advisory LLC6,131$440K0.02%-11,29413F-HRTimeline
Alteri Wealth LLC6,117$439K0.14%+20413F-HRTimeline
Simplicity Wealth,LLC6,116$439K0.02%+70613F-HRTimeline
ROCKLAND TRUST CO6,105$438K0.02%-27513F-HRTimeline
OpenArc Corporate Advisory, LLC6,098$438K0.01%+1,09013F-HRTimeline
Platform Technology Partners6,096$438K0.08%+1,95213F-HRTimeline
Rathbones Group PLC6,059$435K<0.01%+9013F-HR/ATimeline
WEBSTER BANK, N. A.6,051$435K0.04%-2913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,035$433K0.08%+2813F-HRTimeline
Reliant Investment Partners, LLC6,000$431K0.36%013F-HRTimeline
Virtue Capital Management, LLC6,109$428K0.07%+4813F-HRTimeline
Schonfeld Strategic Advisors LLC5,965$428K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC5,960$428K0.01%-89213F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC5,950$427K0.08%013F-HRTimeline
Private Wealth Asset Management, LLC5,950$427K0.05%+8913F-HRTimeline
RAHLFS CAPITAL, LLC5,930$426K0.31%013F-HRTimeline
Riggs Asset Managment Co. Inc.5,929$426K0.09%013F-HRTimeline
Bridgewater Advisors Inc.4,318$424K0.03%-8713F-HRTimeline
SeaCrest Wealth Management, LLC5,894$423K0.05%-47613F-HRTimeline
AssuredPartners Investment Advisors, LLC5,771$423K0.05%-34213F-HRTimeline
Partners in Financial Planning5,888$423K0.07%013F-HRTimeline
Denver PWM, LLC4,650$421K0.14%-51213F-HRTimeline
Beutel, Goodman & Co Ltd.5,865$421K<0.01%-5,07513F-HRTimeline
WEALTH EFFECTS LLC5,856$421K0.15%+9613F-HRTimeline
FORA Capital, LLC5,856$421K0.03%new13F-HRTimeline
REXFORD CAPITAL INC5,832$419K0.3%-11113F-HRTimeline
Venturi Wealth Management, LLC5,831$419K0.02%+68413F-HRTimeline
Beta Wealth Group, Inc.5,828$419K0.17%+20313F-HRTimeline
V-Square Quantitative Management LLC5,816$418K0.04%-58713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,811$417K0.01%013F-HRTimelineGroup
Busey Bank5,811$417K0.01%-67313F-HRTimeline
Symmetry Partners, LLC5,807$417K0.02%-2,89613F-HRTimeline
Aprio Wealth Management, LLC5,789$416K0.02%+56513F-HRTimeline
Fielder Capital Group LLC5,786$416K0.09%+3,04713F-HRTimeline
Value Investment Professionals, LLC5,777$415K0.93%013F-HR/ATimeline
TCV Trust & Wealth Management, Inc.5,775$415K0.03%new13F-HRTimeline
PCM Encore, LLC5,740$412K0.08%+12313F-HRTimeline
Lifeworks Advisors, LLC5,739$412K0.05%new13F-HRTimeline
OmniStar Financial Group, Inc.5,726$411K0.21%-51013F-HRTimeline
Verdad Advisers, LP5,700$409K0.46%-10,00513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,677$408K0.01%-3913F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC5,674$408K0.06%new13F-HRTimeline
EVERPAR ADVISORS LLC5,673$407K0.14%+52813F-HRTimeline
AMARA FINANCIAL, LLC.5,632$404K0.28%013F-HRTimeline
MKT Advisors LLC5,156$403K0.14%-413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,608$403K0.05%-18313F-HRTimeline
Impact Partnership Wealth, LLC5,573$400K0.05%new13F-HRTimeline
Bull Street Advisors, LLC5,543$398K0.2%013F-HRTimeline
Koss-Olinger Consulting, LLC5,537$398K0.03%-27513F-HRTimeline
MQS Management LLC5,522$397K0.27%+1,88513F-HRTimeline
BIRCHBROOK, INC.5,521$396K0.19%-14413F-HRTimeline
Forty-three Eighteen Advisors, LLC5,500$395K0.3%-2,50013F-HRTimeline
Intrua Financial, LLC5,490$394K0.04%-1913F-HRTimeline
Icon Wealth Advisors, LLC4,662$391K0.03%+42413F-HRTimeline
Allen Capital Group, LLC5,441$391K0.04%+8313F-HRTimeline
Octavia Wealth Advisors, LLC5,431$390K0.04%-69113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,408$388K0.01%-3513F-HRTimeline
Root Financial Partners, LLC5,401$388K0.02%-20913F-HRTimeline
Total Wealth Planning & Management, Inc.5,395$387K0.31%+18613F-HRTimeline
BEACON FINANCIAL GROUP5,376$386K0.04%-19013F-HRTimeline
Carson Advisory Inc.5,367$385K0.2%+40013F-HRTimeline
Atlas Brown,Inc.5,353$384K0.12%+27613F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA5,343$384K0.05%new13F-HRTimelineGroup
CWA Asset Management Group, LLC5,340$384K0.01%-4,27213F-HRTimeline
SIG BROKERAGE, LP5,323$382K0.11%new13F-HRTimeline
Cynosure Group, LLC5,319$382K0.05%new13F-HRTimeline
ADIRONDACK TRUST CO5,309$381K0.13%-28713F-HRTimeline
Prestige Wealth Management Group LLC5,306$381K0.07%-513F-HRTimeline
TRUST POINT INC.5,281$379K0.03%+1,63413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,270$378K0.04%-1,38613F-HRTimeline
FIRST HORIZON CORP5,238$376K0.02%-51313F-HRTimeline
HF Advisory Group, LLC5,235$376K0.13%+58913F-HRTimeline
Wealth Watch Advisors, INC5,225$375K0.16%-1,06413F-HRTimeline
Crescent Grove Advisors, LLC5,206$374K0.04%013F-HRTimeline
Ceeto Capital Group, LLC5,200$373K0.11%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…5,172$371K0.22%13F-HRTimeline
Syverson Strege & Co5,170$371K0.09%-64613F-HRTimeline
PDS Planning, Inc5,146$370K0.02%-75913F-HRTimeline
Legacy Capital Wealth Partners, LLC5,145$370K0.08%+60313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,498$369K<0.01%-1,44413F-HRTimeline
Resonant Capital Advisors, LLC5,132$369K0.02%+82413F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA5,128$368K0.01%new13F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC5,127$368K0.36%-4913F-HRTimeline
Vectors Research Management, LLC5,122$368K0.11%+6813F-HRTimeline
International Private Wealth Advisors L…5,104$367K0.22%+94613F-HRTimeline
Modern Wealth Management, LLC5,030$365K0.01%+26013F-HRTimeline
Colter Lewis Investment Partners LLC5,058$363K0.34%new13F-HRTimeline
Curi Capital, LLC5,044$362K0.01%+39913F-HRTimeline
YHB Investment Advisors, Inc.5,034$362K0.03%-16613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,021$361K0.02%-61513F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,024$361K0.12%-74813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Alta Advisers Ltdin group Alta Advisers Ltd5,012$360K0.13%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC5,003$359K0.02%+1,13613F-HRTimeline
Factorial Partners, LLC5,000$359K0.26%013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,000$359K0.19%+1,00013F-HRTimelineGroup
Hobbs Group Advisors, LLC4,986$358K0.11%-45413F-HRTimeline
Southland Equity Partners LLC4,985$358K0.07%-14513F-HRTimeline
Robertson Stephens Wealth Management, L…4,984$358K0.01%-12113F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,975$357K0.03%new13F-HRTimeline
Kathmere Capital Management, LLC4,953$356K0.02%-1,93113F-HRTimeline