Skip to content
Disclosery

CVS CVS HEALTH CORP

Follow

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
Pines Wealth Management, LLC4,906$508K0.15%+47713F-HRTimeline
Interchange Capital Partners, LLC4,886$505K0.1%new13F-HRTimeline
Lantz Financial LLC4,874$504K0.09%+8513F-HRTimeline
Smithfield Trust Co4,878$504K0.02%+92413F-HRTimeline
FIRST AMERICAN TRUST, FSB4,858$503K0.03%+5313F-HRTimeline
Intrua Financial, LLC4,856$502K0.05%-63413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,819$499K0.01%-24,47713F-HRTimeline
JMAC ENTERPRISES LLC4,800$497K0.08%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,786$495K0.01%-19813F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,778$494K0.02%-22513F-HRTimeline
Tranquility Partners, LLC4,771$494K0.17%-2313F-HRTimeline
Ellevest, Inc.15,873$493K0.06%new13F-HRTimeline
BARRETT & COMPANY, INC.4,760$492K0.14%+39613F-HRTimeline
Cullen Capital Management, LLC4,745$491K<0.01%013F-HRTimeline
Truvestments Capital LLC4,733$490K0.07%-17313F-HRTimeline
Wealth Watch Advisors, INC4,730$489K0.16%-49513F-HRTimeline
Icon Wealth Advisors, LLC4,711$487K0.03%+4913F-HRTimeline
Corsicana & Co.4,700$486K0.24%-24513F-HRTimeline
CHASE INVESTMENT COUNSEL CORP4,680$484K0.1%+6313F-HRTimeline
CFS Investment Advisory Services, LLC4,617$483K0.03%+1913F-HRTimeline
Sterling Wealth Management, Inc.4,670$483K0.12%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,667$483K0.01%+1,13913F-HRTimelineGroup
Southland Equity Partners LLC4,656$482K0.08%-32913F-HRTimeline
Octavia Wealth Advisors, LLC4,639$480K0.04%-79213F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP4,622$478K0.04%+14613F-HRTimelineGroup
Traub Capital Management LLC4,619$478K0.43%-2,98013F-HRTimeline
Athena Investment Management4,605$476K0.28%-1,87413F-HRTimeline
Meridian Financial Advisors, LLC4,594$475K0.23%+56013F-HRTimeline
Element Wealth, LLC4,592$475K0.18%+913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,564$472K0.02%013F-HRTimeline
Sargent Investment Group, LLC4,549$471K0.06%+11713F-HRTimeline
Ariston Services Group4,546$470K0.26%+4,54613F-HRTimeline
LaSalle St. Investment Advisors, LLC4,538$469K0.06%-1913F-HRTimeline
Bridgewater Advisors Inc.4,455$469K0.03%+13713F-HRTimeline
Keystone Financial Planning, Inc.4,521$468K0.12%013F-HRTimeline
Cladis Investment Advisory, LLC4,516$467K0.22%+113F-HRTimeline
Lifeworks Advisors, LLC4,512$467K0.05%-1,22713F-HRTimeline
Blue Trust, Inc.4,497$465K<0.01%-24813F-HRTimeline
TRB Wealth Management, LLC4,490$464K0.06%+53013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,486$464K0.05%-11213F-HRTimeline
First Western Trust Bank4,454$461K0.02%-24313F-HRTimeline
MMA ASSET MANAGEMENT LLC4,435$459K0.15%-6813F-HRTimeline
SmartHarvest Portfolios, LLC4,416$457K0.15%+1,39013F-HRTimeline
Compass Ion Advisors, LLC4,408$456K0.04%+35213F-HRTimeline
Basepoint Wealth LLC4,403$456K0.26%-12013F-HRTimeline
55 North Private Wealth, LLC4,401$455K0.09%+97113F-HRTimeline
Prosperity Consulting Group, LLC4,382$453K0.02%new13F-HRTimeline
Parcion Private Wealth LLC4,377$453K0.03%+32113F-HRTimeline
Denver PWM, LLC4,650$452K0.15%013F-HRTimeline
Southern Financial Group, LLC4,365$452K0.12%+2913F-HRTimeline
Community Bank, N.A.4,361$451K0.05%+76113F-HRTimeline
McAdam, LLC4,352$450K0.02%+55513F-HRTimeline
Aspire Growth Partners LLC4,334$448K0.26%-33313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,327$448K0.02%+713F-HRTimeline
Wescott Financial Advisory Group, LLC4,315$446K0.03%+1313F-HRTimeline
Diversified Enterprises, LLC4,315$446K0.02%-11413F-HRTimeline
Winthrop Advisory Group LLC4,307$446K0.03%+20813F-HRTimeline
North Star Investment Management Corp.4,306$445K0.02%+1113F-HRTimeline
Aviance Capital Partners, LLC4,300$445K0.05%+30213F-HRTimeline
Clayton Financial Group LLC4,280$443K0.24%-22113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC4,277$442K0.05%new13F-HRTimeline
BIRCHBROOK, INC.4,265$441K0.21%-1,25613F-HRTimeline
USA FINANCIAL FORMULAS4,264$441K0.08%13F-HRTimeline
Caitong International Asset Management …4,262$441K0.06%+3,45813F-HRTimeline
Pine Haven Investment Counsel, Inc4,261$441K0.3%013F-HRTimeline
US Asset Management LLC4,257$440K0.34%+1713F-HRTimeline
Nilsine Partners, LLC4,244$439K0.03%+33513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,226$437K0.02%-68113F-HRTimeline
LexAurum Advisors, LLC4,215$436K0.05%-31813F-HRTimeline
City Center Advisors, LLC4,175$432K0.35%-39913F-HRTimeline
Plan Group Financial, LLC4,165$431K0.09%-36613F-HRTimeline
Waldron Private Wealth LLC4,150$429K0.01%-34413F-HRTimeline
Elevated Capital Advisors, LLC4,145$429K0.12%-5,86313F-HRTimeline
Mission Creek Capital Partners, Inc.6,985$429K0.08%+1,02713F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,135$428K0.01%+33013F-HRTimeline
Forum Private Client Group LLC4,133$428K0.13%-7913F-HRTimeline
Pekin Hardy Strauss, Inc.4,125$427K0.04%013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC4,130$426K0.31%+22013F-HRTimeline
Facet Wealth, Inc.4,110$425K0.01%+20713F-HRTimeline
Fortis Advisors, LLC4,100$424K0.2%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…4,092$423K0.03%-14513F-HRTimeline
BridgePort Financial Solutions, LLC4,076$422K0.11%-6113F-HRTimeline
Sienna Gestion4,024$421K0.02%new13F-HRTimeline
Trek Financial, LLC4,069$421K0.02%-29513F-HRTimeline
Founders Financial Alliance, LLC4,067$421K0.06%-5,66713F-HRTimeline
Keel Point, LLC4,058$420K0.02%+1,05813F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co4,058$420K0.02%013F-HRTimeline
New Republic Capital, LLC4,054$419K0.1%+97313F-HRTimeline
Bull Harbor Capital LLC4,050$419K0.08%-75613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,048$419K0.03%-92713F-HRTimeline
BALLAST ADVISORS LLC4,042$418K0.1%-4113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,027$417K0.03%-21113F-HRTimelineGroup
Eagle Strategies LLC4,022$416K0.04%+12613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,018$416K+266Timeline
Alliance Wealth Advisors, LLC4,005$414K0.17%-2313F-HRTimeline
St. Clair Advisors, LLC4,000$414K0.11%013F-HRTimeline
JNBA Financial Advisors3,998$414K0.03%-29313F-HRTimeline
PLIMOTH TRUST CO LLC3,993$413K0.08%-26613F-HRTimeline
Optivise Advisory Services LLC3,993$413K0.21%+713F-HRTimeline
Axiom Financial Strategies, LLC3,977$411K0.13%+5513F-HRTimeline
Tortuga Wealth Management, Inc3,966$410K0.31%-50313F-HRTimeline
Lesa Sroufe & Co3,965$410K0.29%013F-HRTimeline
Wallace Advisory Group, LLC3,960$410K0.39%-80513F-HRTimeline
RESOLUTE CAPITAL, LLC3,957$409K0.14%+15213F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,943$408K0.19%+17813F-HRTimeline
Cromwell Holdings LLC3,928$406K0.18%013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,914$405K0.31%+213F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV3,900$403K0.34%013F-HRTimeline
Center for Wealth Management Advisory3,893$403K0.25%+1413F-HRTimeline
Main Street Financial Solutions, LLC3,890$402K0.03%+75013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation3,883$402K<0.01%-58513F-HRTimelineGroup
Campbell & CO Investment Adviser LLC3,883$402K0.02%-27,75513F-HRTimeline
Luken Investment Analytics, LLC3,881$401K0.14%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,867$400K0.02%+33913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,862$400K0.02%+41413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,852$399K0.01%+413F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…3,684$398K0.13%-2513F-HRTimeline
Compass Wealth Management LLC3,834$397K0.08%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,829$396K0.01%+89113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,825$396K0.01%-1,85213F-HRTimelineGroup
HORIZON BANCORP INC /IN/3,797$393K0.18%-14013F-HRTimeline
LANDAAS & CO /WI /ADV3,794$392K0.07%013F-HRTimeline
Moss Adams Wealth Advisors LLC3,792$392K0.02%+54213F-HRTimeline
MW ADVISORY, LLC3,792$392K0.16%13F-HRTimeline
Alamar Capital Management, LLC3,784$391K0.2%013F-HRTimeline
Income Insurance Ltd3,758$389K0.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,755$388K0.03%+1,29513F-HRTimelineGroup
Independence Bank of Kentucky3,752$388K0.04%-5213F-HRTimeline
Triad Wealth Partners, LLC3,671$387K0.02%+11013F-HRTimeline
International Private Wealth Advisors L…3,710$384K0.2%-1,39413F-HRTimeline
Financial Advisors Network, Inc.3,707$384K0.05%+33313F-HRTimeline
Glen Eagle Advisors, LLC3,706$383K0.05%+1213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3,705$383K0.16%013F-HRTimeline
DECISION INVESTMENTS, INC3,704$383K0.35%-10513F-HRTimeline
WealthBridge Capital Management, LLC3,690$382K0.08%-6113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,689$382K0.03%new13F-HRTimeline
Hoxton Planning & Management, LLC3,687$381K0.1%+6313F-HRTimeline
SYM FINANCIAL Corp3,682$381K0.03%+19713F-HRTimeline
Stonebrook Private Inc.3,681$381K0.07%+4813F-HRTimeline
Red Door Wealth Management, LLC3,679$381K0.03%+1413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,677$380K0.11%new13F-HRTimeline
Crescent Grove Advisors, LLC3,676$380K0.03%-1,53013F-HRTimeline
WADDELL & ASSOCIATES, LLC3,659$379K0.02%+2013F-HRTimeline
CVA Family Office, LLC3,640$377K0.03%+13813F-HRTimeline
Brown Miller Wealth Management, LLC3,631$376K0.09%-38113F-HRTimeline
PCB Capital LLC3,623$375K0.46%+10513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,620$374K0.19%+2313F-HRTimeline
Carson Advisory Inc.3,617$374K0.17%-1,75013F-HRTimeline
Sunflower Bank, N.A.3,603$373K0.09%+4713F-HR/ATimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,600$372K0.26%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC3,595$372K0.02%+43013F-HRTimeline
Cadence Wealth Management LLC3,579$370K0.17%-2013F-HRTimeline
VICUS CAPITAL3,566$369K0.02%-15513F-HRTimeline
NWAM LLC3,521$364K0.02%+42013F-HRTimeline
Avantax Planning Partners, Inc.3,515$364K0.01%+53613F-HRTimeline
Westmount Partners, LLC3,513$363K0.08%-1913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,512$363K0.02%013F-HRTimeline
Western Wealth Management, LLC3,509$363K0.01%-413F-HRTimeline
Johnson Financial Group, LLC3,507$363K0.02%new13F-HRTimeline
American State Bank (Iowa)3,501$362K0.15%-4,29013F-HRTimeline
CoreCap Advisors, LLC3,481$360K0.01%+13913F-HRTimeline
Register Financial Advisors LLC3,476$360K0.11%+513F-HRTimeline
CYBER HORNET ETFs LLC3,474$359K0.2%-1513F-HRTimeline
Penobscot Investment Management Company…3,461$358K0.02%+40013F-HRTimeline
ANCHYRA PARTNERS LLC3,458$358K0.09%new13F-HRTimeline
Van Hulzen Asset Management, LLC3,453$357K0.03%+413F-HRTimeline
AGH Wealth Advisors, LLC3,451$357K0.23%+2413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,452$357K0.02%-1,56913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,443$356K0.02%new13F-HRTimelineGroup
Orange Investment Advisors, Inc.3,434$355K0.04%-1213F-HRTimeline
Joel Isaacson & Co., LLC3,425$354K0.01%+63413F-HRTimeline
Richwood Investment Advisors, LLC3,408$353K0.25%013F-HRTimeline
THOMPSON DAVIS & CO., INC.3,400$352K0.21%new13F-HRTimeline
BCS Wealth Management3,398$352K0.06%-40613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC3,397$351K0.03%-1013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,393$351K0.02%+6113F-HRTimelineGroup
Legacy Financial Advisors, Inc.3,392$351K0.04%+31013F-HRTimeline
Connecticut Wealth Management, LLC3,390$351K0.01%013F-HRTimeline
Beverly Hills Private Wealth, LLC3,388$351K0.07%-4,52213F-HRTimeline
Opal Wealth Advisors, LLC3,379$350K0.08%+1,74513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,366$348K0.06%-35913F-HRTimeline
First City Capital Management, Inc.3,366$348K0.17%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,364$348K0.02%-8913F-HRTimeline
Strategic Wealth Partners, Ltd.3,353$347K0.02%-19013F-HRTimeline
One Capital Management, LLC4,814$346K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3,341$346K0.06%-1,96513F-HRTimeline
Key Financial Inc3,332$345K0.06%-6313F-HRTimeline
Manchester Capital Management LLC3,330$344K0.04%-1,22913F-HRTimeline
S Harris Financial Group, LLC3,328$344K0.27%+13813F-HRTimeline
denkapparat Operations GmbH3,318$343K0.11%new13F-HRTimeline
Kendall Capital Management3,310$342K0.06%-34513F-HRTimeline
READYSTATE ASSET MANAGEMENT LP3,308$342K0.01%-18,32413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,300$341K0.07%new13F-HRTimeline
Center For Asset Management LLC3,299$341K0.15%-6813F-HRTimeline
Camelot Portfolios, LLC3,297$341K0.24%-4713F-HRTimeline
Ellis Investment Partners, LLC3,293$341K0.05%-5413F-HRTimeline
HBW ADVISORY SERVICES LLC3,293$341K0.03%-1513F-HRTimeline
WINCAP FINANCIAL LLC3,291$340K0.18%+33013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC3,288$340K0.13%+8313F-HRTimeline
Fulcrum Capital LLC3,285$340K0.07%-55213F-HRTimeline