CVS CVS HEALTH CORP

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.

Holder	Shares	Value	% of portfolio	Change	Source
Legacy Financial Advisors, Inc.	4,421	$305K	0.05%	+578	13F-HR Timeline
WEALTH EFFECTS LLC	4,414	$304K	0.11%	-573	13F-HR Timeline
Souders Financial Advisors	4,389	$303K	0.04%	+371	13F-HR Timeline
McLean Asset Management Corp	4,546	$303K	0.08%	-581	13F-HR Timeline
Hoxton Planning & Management, LLC	4,377	$302K	0.1%	-317	13F-HR Timeline
Sterling Wealth Management, Inc.	4,370	$301K	0.1%		13F-HR Timeline
CERTUITY, LLC	4,343	$300K	0.03%	new	13F-HR Timeline
Brown Miller Wealth Management, LLC	4,336	$299K	0.09%	+552	13F-HR Timeline
First Western Trust Bank	4,332	$299K	0.01%	-308	13F-HR Timeline
Sender Co & Partners, Inc.	4,331	$299K	0.08%	new	13F-HR Timeline
Pekin Hardy Strauss, Inc.	4,325	$298K	0.03%	-250	13F-HR Timeline
US Asset Management LLC	4,323	$298K	0.26%	-10	13F-HR Timeline
Aprio Wealth Management, LLC	4,318	$298K	0.03%	new	13F-HR Timeline
Van Hulzen Asset Management, LLC	4,304	$297K	0.02%	-195	13F-HR Timeline
Ausdal Financial Partners, Inc.	4,298	$296K	0.02%	-1,132	13F-HR Timeline
PLATINUM INVESTMENT MANAGEMENT LTD	4,291	$296K	0.02%	0	13F-HR Timeline
Compass Ion Advisors, LLC	4,276	$295K	0.03%	-897	13F-HR Timeline
Penbrook Management LLC	4,275	$295K	0.22%	-225	13F-HR/A Timeline
Platform Technology Partners	4,272	$295K	0.08%	new	13F-HR Timeline
MASTERINVEST Kapitalanlage GmbH	4,265	$294K	0.03%		13F-HR/A Timeline
PEDDOCK CAPITAL ADVISORS, LLC	4,254	$293K	0.07%	-617	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	4,238	$292K	0.03%	-100	13F-HR Timeline Group
First National Trust Co	4,233	$292K	0.01%	-124	13F-HR Timeline
L.M. KOHN & COMPANY	4,228	$292K	0.08%	+381	13F-HR Timeline
Element Wealth, LLC	4,227	$292K	0.13%	-748	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	4,226	$292K	0.02%	-1,026	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	4,224	$291K	0.01%	-110	13F-HR Timeline
Fortis Advisors, LLC	4,200	$290K	0.19%	0	13F-HR Timeline
OAK HILL WEALTH ADVISORS, LLC	4,319	$289K	0.06%	0	13F-HR Timeline
BXM Wealth LLC	4,183	$289K	0.34%	-1,105	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	4,180	$288K	0.02%	-164	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	4,173	$288K	0.02%	+100	13F-HR Timeline
Somerset Trust Co	4,158	$287K	0.09%	+28	13F-HR Timeline
Birch Capital Management, LLC	4,138	$285K	0.15%	-249	13F-HR Timeline
Wescott Financial Advisory Group, LLC	4,136	$285K	0.03%	-16	13F-HR Timeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…	4,119	$284K	0.01%	new	13F-HR/A Timeline Group
WALTER & KEENAN WEALTH MANAGEMENT LLC /…	4,102	$283K	0.08%	+415	13F-HR Timeline
VICUS CAPITAL	4,100	$283K	0.02%	-47	13F-HR Timeline
TT Capital Management LLC	4,098	$283K	0.23%	+194	13F-HR/A Timeline
Belpointe Asset Management LLC	4,081	$282K	0.01%	-3,943	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	4,519	$282K	0.1%	-283	13F-HR Timeline
Resonant Capital Advisors, LLC	4,075	$281K	0.02%	+1,017	13F-HR Timeline
Alteri Wealth LLC	4,064	$280K	0.11%	new	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	4,065	$280K	0.08%	new	13F-HR Timeline
Virtue Capital Management, LLC	4,052	$279K	0.05%	-3,991	13F-HR Timeline
WHITEBOX ADVISORS LLC	4,050	$279K	0.01%	0	13F-HR Timeline
Sargent Investment Group, LLC	4,392	$279K	0.04%	-55	13F-HR Timeline
BALLAST ADVISORS LLC	4,042	$279K	0.08%	0	13F-HR Timeline
CoreCap Advisors, LLC	4,008	$276K	0.01%	-365	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	4,007	$276K	0.01%	-327	13F-HR Timeline
Proficio Capital Partners LLC	4,006	$276K	0.02%	+515	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	4,003	$276K	0.01%	-380	13F-HR Timeline Group
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…	4,000	$276K	0.14%	0	13F-HR Timeline Group
Alliance Wealth Advisors, LLC	3,982	$275K	0.15%	+50	13F-HR Timeline
VeraBank, N.A.	3,981	$275K	0.06%	+110	13F-HR Timeline
Quadcap Wealth Management, LLC	3,975	$274K	0.03%	+186	13F-HR Timeline
Lesa Sroufe & Co	3,965	$274K	0.25%	0	13F-HR Timeline
Ipsen Advisor Group LLC	3,971	$274K	0.21%	-2,218	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	3,965	$274K	0.01%	+143	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	3,956	$273K	0.02%	+552	13F-HR Timeline
Optivise Advisory Services LLC	3,946	$272K	0.14%	-5	13F-HR Timeline
Tyler-Stone Wealth Management	3,945	$272K	0.04%	-2,972	13F-HR Timeline
BANK HAPOALIM BMin group BANK HAPOALIM BM	3,920	$270K	0.04%	-55	13F-HR Timeline Group
Glen Eagle Advisors, LLC	3,882	$268K	0.04%	-619	13F-HR Timeline
Luken Investment Analytics, LLC	3,881	$268K	0.12%	0	13F-HR Timeline
Diametric Capital, LP	3,860	$266K	0.14%	new	13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	3,858	$266K	<0.01%	-540	13F-HR Timeline Group
Cornerstone Wealth Group, LLC	3,852	$266K	0.02%	new	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,839	$265K	0.01%	new	13F-HR Timeline
First Interstate Bank	3,838	$265K	0.02%	-16	13F-HR Timeline
Compass Wealth Management LLC	3,834	$264K	0.06%	-250	13F-HR Timeline
Apella Capital, LLC	3,957	$264K	0.01%	+119	13F-HR Timeline
Summit X, LLC	3,825	$264K	0.05%	+411	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,817	$263K	0.01%	-327	13F-HR Timeline Group
Curi Capital, LLC	3,814	$263K	<0.01%	new	13F-HR Timeline
Register Financial Advisors LLC	3,809	$263K	0.11%	-694	13F-HR Timeline
Quadrant Private Wealth Management, LLC	3,803	$262K	0.05%	+250	13F-HR Timeline
LANDAAS & CO /WI /ADV	3,794	$262K	0.06%	new	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	3,794	$262K	0.03%	-867	13F-HR Timeline
Keel Point, LLC	3,783	$261K	0.02%	+187	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	3,782	$261K	0.07%	-2,949	13F-HR Timeline
TigerOak Management, L.L.C.	3,763	$260K	0.09%	-17	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,755	$259K	0.01%	-1,173	13F-HR Timeline
Venturi Wealth Management, LLC	3,752	$259K	0.01%	new	13F-HR Timeline
WealthBridge Capital Management, LLC	3,746	$258K	0.07%	+228	13F-HR Timeline
MUFG Securities EMEA plc	3,738	$258K	0.01%	new	13F-HR/A Timeline
Advisor OS, LLCin group Advisor OS, LLC	3,731	$257K	0.03%	new	13F-HR Timeline Group
Simmons Bankin group Simmons Bank	3,727	$257K	0.02%	-879	13F-HR Timeline Group
Waldron Private Wealth LLC	3,727	$257K	0.01%	-83	13F-HR Timeline
BCS Wealth Management	3,730	$257K	0.06%	-248	13F-HR Timeline
Baker Avenue Asset Management, LP	3,718	$256K	0.01%	new	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	3,705	$256K	1.21%	0	13F-HR Timeline
EHP Funds Inc.	3,700	$255K	0.29%	new	13F-HR Timeline
Financial Advisors Network, Inc.	3,699	$255K	0.04%	+423	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	3,699	$255K	0.08%	+96	13F-HR Timeline
Connecticut Wealth Management, LLC	3,698	$255K	0.01%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	3,683	$254K	0.25%	+30	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	3,680	$254K	0.02%	-2,235	13F-HR Timeline
West Family Investments, Inc.	24,664	$253K	0.07%	+740	13F-HR Timeline
AGH Wealth Advisors, LLC	3,654	$252K	0.21%	+254	13F-HR Timeline
SBI Securities Co., Ltd.	3,648	$252K	0.01%	-361	13F-HR Timeline
Clarius Group, LLC	3,611	$249K	0.01%	+418	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	3,601	$248K	0.05%	-823	13F-HR Timeline
GFS Advisors, LLC	3,600	$248K	0.03%	-5,515	13F-HR Timeline
Kendall Capital Management	3,580	$247K	0.07%	0	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	3,573	$246K	0.14%	+17	13F-HR Timeline
EVOKE WEALTH, LLC	3,570	$246K	0.01%	new	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	3,565	$246K	0.15%	+18	13F-HR Timeline
Diversified Enterprises, LLC	3,548	$245K	0.02%	-887	13F-HR Timeline
Stonebridge Capital Advisors LLC	3,540	$244K	0.02%	-50	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,531	$244K	0.02%		13F-HR Timeline
Modern Wealth Management, LLC	3,509	$242K	0.01%	+502	13F-HR/A Timeline
Petrus Trust Company, LTA	3,506	$242K	0.03%	new	13F-HR Timeline
Lantz Financial LLC	3,504	$242K	0.06%	+113	13F-HR Timeline
Integrated Investment Consultants, LLC	3,500	$241K	0.05%	-1,736	13F-HR Timeline
Westmount Partners, LLC	3,493	$241K	0.07%	0	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	3,469	$239K	0.01%	+8	13F-HR Timeline
City Center Advisors, LLC	3,458	$239K	0.26%	-2,816	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	3,442	$237K	0.01%	-31	13F-HR Timeline
Valmark Advisers, Inc.	3,441	$237K	<0.01%	-1,074	13F-HR Timeline
GK Wealth Management LLC	3,426	$236K	0.23%	-311	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,423	$236K	0.02%	-803	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	3,418	$236K	<0.01%	0	13F-HR Timeline Group
Bridgewater Advisors Inc.	3,925	$235K	0.02%	+132	13F-HR Timeline
New Covenant Trust Company, N.A.	3,422	$234K	0.21%	0	13F-HR Timeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…	3,387	$234K	<0.01%	new	13F-HR/A Timeline Group
McIlrath & Eck, LLC	3,383	$233K	0.03%	+2,736	13F-HR Timeline
Cercano Management LLC	3,382	$233K	0.01%	new	13F-HR Timeline
PATTON FUND MANAGEMENT, INC.	3,371	$233K	0.05%	new	13F-HR Timeline
Ellis Investment Partners, LLC	3,352	$231K	0.04%	+31	13F-HR Timeline
LS Investment Advisors, LLC	3,350	$231K	0.03%	new	13F-HR Timeline
AdvisorNet Financial, Inc	3,348	$231K	0.01%	-87	13F-HR Timeline
Axiom Financial Strategies, LLC	3,317	$229K	0.13%	new	13F-HR Timeline
Penobscot Investment Management Company…	3,311	$228K	0.02%	+150	13F-HR Timeline
CYBER HORNET ETFs LLC	3,308	$228K	0.16%	-29	13F-HR Timeline
Signal Advisors Wealth, LLC	3,296	$227K	0.02%	new	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	3,294	$227K	0.06%	-858	13F-HR Timeline
Key Financial Inc	3,281	$226K	0.05%	0	13F-HR Timeline
AA Financial Advisors, LLC	3,280	$226K	0.05%	-300	13F-HR Timeline
Holistic Financial Partners	3,264	$225K	0.1%	+141	13F-HR Timeline
BANQUE PICTET & CIE SA	3,257	$225K	<0.01%	+51	13F-HR Timeline
Accredited Wealth Management, LLC	3,255	$225K	0.18%	-196	13F-HR Timeline
Institute for Wealth Management, LLC.	3,231	$223K	0.02%	-124	13F-HR Timeline
OmniStar Financial Group, Inc.	3,227	$223K	0.17%	new	13F-HR Timeline
Laurion Capital Management LP	3,201	$221K	0.03%	new	13F-HR Timeline
Cromwell Holdings LLC	3,185	$220K	0.13%	+2,260	13F-HR Timeline
Klingman & Associates, LLC	3,181	$219K	0.01%	-130	13F-HR Timeline
LVW Advisors, LLC	3,173	$219K	0.02%	-855	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	3,163	$218K	0.01%	+10	13F-HR Timeline
HBW ADVISORY SERVICES LLC	3,163	$218K	0.03%	-93	13F-HR Timeline
Hemenway Trust Co LLC	3,153	$217K	0.02%	-775	13F-HR Timeline
AlphaCore Capital LLC	3,143	$217K	0.01%	+274	13F-HR Timeline
MIdWestOne Financial Group, Inc.	3,136	$216K	0.03%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	3,128	$216K	0.02%	new	13F-HR Timeline
Realta Investment Advisors	3,127	$216K	0.09%	+53	13F-HR Timeline
Advyzon Investment Management, LLC	3,126	$216K	0.05%	+81	13F-HR Timeline
Western Wealth Management, LLC	3,120	$215K	0.01%	-218	13F-HR Timeline
One Capital Management, LLC	3,108	$214K	0.01%	-110	13F-HR Timeline
MIDDLETON & CO INC/MA	3,100	$214K	0.02%	-400	13F-HR Timeline
Palisade Asset Management, LLC	3,099	$214K	0.02%	0	13F-HR Timeline
SENTINEL TRUST CO LBA	3,095	$213K	0.02%	0	13F-HR Timeline
Laraway Financial Advisors Inc	3,085	$213K	0.16%	0	13F-HR Timeline
Future Financial Wealth Managment LLC	3,084	$213K	0.14%	+102	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	3,070	$212K	0.02%	new	13F-HR Timeline
KPP Advisory Services LLC	3,069	$212K	0.03%	+104	13F-HR/A Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	3,063	$211K	0.02%	-713	13F-HR Timeline Group
HOWE & RUSLING INC	3,048	$210K	0.02%	new	13F-HR Timeline
Clarion Wealth Managment Partners, LLC	3,045	$210K	0.23%		13F-HR Timeline
Ipswich Investment Management Co., Inc.	3,039	$210K	0.05%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	3,035	$209K	0.07%	+43	13F-HR Timeline
Windsor Capital Management, LLC	3,035	$209K	0.06%	0	13F-HR Timeline
Kathmere Capital Management, LLC	3,019	$208K	0.02%	-948	13F-HR Timeline
LORD, ABBETT & CO. LLC	3,014	$208K	<0.01%	new	13F-HR Timeline
DEARBORN PARTNERS LLC	3,006	$207K	0.01%	-171	13F-HR Timeline
First Heartland Consultants, Inc.	3,005	$207K	0.02%	-964	13F-HR Timeline
Coppell Advisory Solutions LLC	3,001	$206K	0.02%	new	13F-HR/A Timeline
Lighthouse Financial LLC	2,979	$205K	0.16%	0	13F-HR Timeline
Secure Asset Management, LLC	2,958	$204K	0.04%	new	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	2,955	$204K	0.04%	-1,536	13F-HR Timeline
Bramshill Investments, LLC	2,949	$203K	0.02%	new	13F-HR Timeline
MJP ASSOCIATES INC /ADV	2,939	$203K	0.03%	new	13F-HR Timeline
Revolve Wealth Partners, LLC	2,938	$203K	0.03%	new	13F-HR Timeline
Tempus Wealth Planning, LLC	2,928	$202K	0.05%	-250	13F-HR Timeline
Fort Sheridan Advisors LLC	2,919	$201K	0.03%	-400	13F-HR Timeline
Weil Company, Inc.	2,904	$200K	0.05%	new	13F-HR Timeline
Rossby Financial, LCC	2,783	$192K	0.07%	-112	13F-HR Timeline
DT Investment Partners, LLC	2,777	$192K	0.02%	0	13F-HR Timeline
Sound Income Strategies, LLC	2,774	$191K	0.01%	+677	13F-HR Timeline
Medallion Wealth Advisors, LLC	2,690	$187K	0.07%	-52	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	2,705	$187K	0.08%	-977	13F-HR Timeline
Arax Advisory Partners	2,631	$185K	0.01%	+1,635	13F-HR Timeline
Bullock Wealth Management Group	2,608	$181K	0.1%	-114	13F-HR Timeline
T. Rowe Price Investment Management, In…	2,568	$178K	<0.01%	new	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	2,579	$178K	0.13%	+433	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	2,534	$175K	0.01%	-239	13F-HR Timeline
HORIZON BANCORP INC /IN/	2,520	$174K	0.09%	-90	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
CALDWELL SUTTER CAPITAL, INC.	2,495	$172K	0.08%	+49	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	2,436	$168K	0.21%	+1	13F-HR Timeline
City State Bank	2,302	$159K	0.05%	-245	13F-HR Timeline
Tortoise Investment Management, LLC	2,280	$157K	0.02%	+66	13F-HR Timeline