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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
Robertson Stephens Wealth Management, L…5,105$405K0.01%+64113F-HRTimeline
Atlas Brown,Inc.5,077$403K0.12%+3413F-HRTimeline
SteelPeak Wealth, LLC5,057$401K0.01%-117,73913F-HRTimeline
Vectors Research Management, LLC5,054$401K0.12%-1913F-HRTimeline
Community Bank, N.A.5,050$401K0.05%-10,43813F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd5,012$398K0.14%-1,70013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC5,008$397K0.01%13F-HRTimeline
FIRST AMERICAN TRUST, FSB5,003$397K0.03%+35113F-HRTimeline
Quarry LP5,002$397K0.06%new13F-HRTimeline
Factorial Partners, LLC5,000$397K0.26%013F-HRTimeline
Aspire Growth Partners LLC4,968$394K0.27%+4313F-HRTimeline
Parkside Financial Bank & Trust4,967$394K0.03%+40613F-HRTimeline
Carson Advisory Inc.4,967$394K0.2%-10013F-HRTimeline
LaSalle St. Investment Advisors, LLC4,963$393K0.06%+11613F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP5,224$393K0.03%new13F-HRTimelineGroup
Sunpointe, LLC4,947$393K0.13%+23713F-HRTimeline
Apella Capital, LLC4,946$392K0.01%-3013F-HRTimeline
Marble Wealth, LLC4,937$392K0.05%13F-HRTimeline
Truvestments Capital LLC4,906$389K0.07%-82813F-HRTimeline
Bison Wealth, LLC5,427$388K0.04%-1,13013F-HRTimeline
Pekin Hardy Strauss, Inc.4,877$387K0.04%+55213F-HRTimeline
DIVERSIFIED TRUST CO4,876$387K0.01%+1,82913F-HRTimeline
Lantz Financial LLC4,833$384K0.08%+14113F-HRTimeline
Pines Wealth Management, LLC4,798$381K0.12%-70913F-HRTimeline
Somerset Trust Co4,795$381K0.12%-3613F-HRTimeline
Tranquility Partners, LLC4,794$380K0.14%-14313F-HRTimeline
Fulcrum Capital LLC4,792$380K0.08%new13F-HRTimeline
Smithfield Trust Co4,786$380K0.02%-6513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…4,780$379K0.04%-49213F-HRTimeline
Modern Wealth Management, LLC4,770$379K0.01%+80913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,754$377K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,749$377K0.01%+75913F-HRTimeline
Cullen Capital Management, LLC4,745$377K<0.01%-1,71013F-HRTimeline
Northside Capital Management, LLC4,740$376K0.03%013F-HRTimeline
Manchester Capital Management LLC4,733$376K0.05%+6813F-HRTimeline
Cadence Bank4,715$374K0.02%+8513F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,707$374K0.03%-313F-HR/ATimeline
Knights of Columbus Asset Advisors LLC4,700$373K0.02%+77313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,672$371K0.03%+20113F-HRTimelineGroup
Sterling Wealth Management, Inc.4,669$371K0.11%+30113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,660$370K0.04%-12913F-HRTimeline
Diversified Enterprises, LLC4,659$370K0.02%+1,17613F-HRTimeline
HF Advisory Group, LLC4,646$369K0.13%-57313F-HR/ATimeline
Curi Capital, LLC4,645$369K0.01%+68613F-HRTimeline
V2 Financial group LLC4,642$368K0.18%new13F-HRTimeline
Basepoint Wealth LLC4,621$367K0.22%-70213F-HRTimeline
Souders Financial Advisors4,612$366K0.04%+19413F-HRTimeline
MCF Advisors LLC4,600$365K0.02%+3,11813F-HRTimeline
One Capital Management, LLC4,600$365K0.01%-2513F-HRTimeline
Optas, LLC4,591$364K0.06%+53913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,579$363K0.01%-72813F-HRTimeline
Element Wealth, LLC4,574$363K0.15%+1013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,564$362K0.01%-8413F-HRTimeline
CHASE INVESTMENT COUNSEL CORP4,566$362K0.1%+36413F-HRTimeline
BARRETT & COMPANY, INC.4,557$362K0.12%-99713F-HRTimeline
Ariston Services Group4,546$361K0.21%013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,542$360K0.08%-13513F-HRTimeline
MMA ASSET MANAGEMENT LLC4,523$359K0.13%-9513F-HRTimeline
Bridgewater Advisors Inc.4,405$359K0.02%+26313F-HRTimeline
Keystone Financial Planning, Inc.4,521$359K0.1%013F-HRTimeline
Cladis Investment Advisory, LLC4,514$358K0.2%+113F-HRTimeline
Clayton Financial Group LLC4,501$357K0.18%+22113F-HRTimeline
Aviance Capital Partners, LLC4,495$357K0.04%-713F-HRTimeline
Tortuga Wealth Management, Inc4,493$357K0.38%13F-HRTimeline
Denver PWM, LLC5,162$356K0.12%013F-HRTimeline
City Center Advisors, LLC4,471$355K0.33%-69913F-HRTimeline
Sargent Investment Group, LLC4,462$354K0.04%new13F-HRTimeline
Waldron Private Wealth LLC4,460$354K0.01%+73313F-HRTimeline
Plan Group Financial, LLC4,443$353K0.09%-6913F-HRTimeline
Pine Haven Investment Counsel, Inc4,436$352K0.25%+10013F-HRTimeline
Aigen Investment Management, LP4,425$351K0.08%-1,59113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,333$350K0.03%+24213F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV4,400$349K0.34%13F-HRTimeline
Keel Point, LLC4,391$348K0.02%+26313F-HRTimeline
Qsemble Capital Management, LP4,359$346K0.03%new13F-HRTimeline
Brown Miller Wealth Management, LLC4,342$345K0.1%+313F-HRTimeline
Procyon Advisors, LLC4,333$344K0.02%-2,00913F-HRTimeline
Compass Ion Advisors, LLC4,329$344K0.03%+4113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,315$342K0.03%+5013F-HRTimelineGroup
Resonant Capital Advisors, LLC4,308$342K0.02%+7513F-HRTimeline
Southern Financial Group, LLC4,306$342K0.1%13F-HRTimeline
North Star Investment Management Corp.4,278$340K0.02%+813F-HRTimeline
US Asset Management LLC4,264$338K0.28%-4213F-HRTimeline
Forum Private Client Group LLC4,255$338K0.12%-29513F-HRTimeline
First Western Trust Bank4,250$337K0.02%-213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,214$337K0.02%-12613F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,239$336K0.2%-31513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,238$336K0.03%013F-HRTimelineGroup
Icon Wealth Advisors, LLC4,238$336K0.02%-5413F-HRTimeline
Wallace Advisory Group, LLC4,226$335K0.35%-3,25713F-HRTimeline
Legacy Advisors, LLC4,225$335K0.04%+92513F-HRTimeline
Wescott Financial Advisory Group, LLC4,223$335K0.03%+5613F-HRTimeline
Fortis Advisors, LLC4,200$333K0.18%013F-HRTimeline
GeoWealth Management, LLC4,188$332K0.01%+36213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,108$332K0.05%new13F-HRTimeline
PLIMOTH TRUST CO LLC4,165$331K0.07%-27513F-HRTimeline
International Private Wealth Advisors L…4,158$330K0.21%+913F-HRTimeline
BridgePort Financial Solutions, LLC4,151$329K0.09%+14613F-HRTimeline
Platform Technology Partners4,144$329K0.07%+12013F-HRTimeline
Narwhal Capital Management4,136$328K0.02%013F-HRTimeline
apricus wealth, LLC4,135$328K0.17%-39,32513F-HRTimeline
Orange Investment Advisors, Inc.4,121$327K0.04%-3,33813F-HRTimeline
CFS Investment Advisory Services, LLC4,115$327K0.02%+1013F-HRTimeline
MEANS INVESTMENT CO., INC.4,111$326K0.03%-7,79313F-HRTimeline
Nilsine Partners, LLC4,110$326K0.03%+50213F-HRTimeline
Winthrop Advisory Group LLC4,105$326K0.03%-1313F-HR/ATimeline
Torrey Growth & Income Advisors4,705$324K0.11%-72013F-HRTimeline
Parcion Private Wealth LLC4,078$324K0.02%+7613F-HRTimeline
Van Hulzen Asset Management, LLC4,075$323K0.02%-3413F-HRTimeline
IRON Financial LLC4,074$323K0.15%+58013F-HRTimeline
Klingman & Associates, LLC4,062$322K0.02%+61513F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co4,058$322K0.02%+1,31513F-HRTimeline
DECISION INVESTMENTS, INC4,056$322K0.35%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,046$321K0.01%-17013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC4,043$321K0.05%-95413F-HRTimeline
BALLAST ADVISORS LLC4,042$321K0.09%013F-HRTimeline
Meridian Financial Advisors, LLC4,034$320K0.17%-81313F-HRTimeline
Alliance Wealth Advisors, LLC4,028$320K0.15%013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…4,000$317K0.15%013F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC3,991$317K0.14%new13F-HRTimeline
Optivise Advisory Services LLC3,989$317K0.18%-813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,987$316K0.02%-2013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,980$316K0.16%+19013F-HRTimeline
Lesa Sroufe & Co3,965$315K0.23%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,961$314K0.11%-32513F-HRTimeline
Cromwell Holdings LLC3,928$312K0.17%013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,926$312K0.28%+26613F-HRTimeline
SYM FINANCIAL Corp3,909$310K0.03%+2513F-HRTimeline
Coppell Advisory Solutions LLC3,881$310K0.03%+52013F-HRTimeline
Luken Investment Analytics, LLC3,896$309K0.12%+1513F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,867$307K0.01%+33913F-HRTimeline
Financial Advisors Network, Inc.3,861$306K0.04%+8313F-HRTimeline
First Interstate Bank3,838$305K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC3,834$304K0.04%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,825$304K0.07%-1,12513F-HRTimeline
RESOLUTE CAPITAL, LLC3,794$301K0.13%13F-HRTimeline
LANDAAS & CO /WI /ADV3,794$301K0.07%013F-HRTimeline
HORIZON BANCORP INC /IN/3,791$301K0.15%-34613F-HRTimeline
Alamar Capital Management, LLC3,784$300K0.17%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,778$300K0.02%-39113F-HRTimeline
McIlrath & Eck, LLC3,769$299K0.03%+18913F-HRTimeline
Sivia Capital Partners, LLC3,769$299K0.06%+62113F-HRTimeline
Hoxton Planning & Management, LLC3,759$298K0.09%+213F-HRTimeline
Income Insurance Ltd3,758$298K0.19%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KLINGENSTEIN FIELDS & CO LP3,755$298K0.01%013F-HRTimeline
Essential Partners LLC3,755$298K0.09%013F-HRTimeline
Mach-1 Financial Group, LLC3,751$298K0.06%new13F-HRTimeline
Western Wealth Management, LLC3,740$297K0.01%+66913F-HRTimeline
JNBA Financial Advisors3,737$297K0.03%+5913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,731$296K0.02%+42813F-HRTimeline
WealthBridge Capital Management, LLC3,730$296K0.07%-5013F-HRTimeline
WBH ADVISORY INC3,715$295K0.02%-1,05613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3,705$294K0.15%013F-HRTimeline
VICUS CAPITAL3,699$294K0.02%-313F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,690$293K0.02%013F-HRTimelineGroup
TRUST POINT INC.3,647$289K0.02%+3313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,645$289K0.17%+6913F-HRTimeline
Strategic Wealth Partners, Ltd.3,639$289K0.02%+31613F-HRTimeline
Axiom Financial Strategies, LLC3,638$289K0.12%013F-HRTimeline
MQS Management LLC3,637$289K0.17%new13F-HRTimeline
CYBER HORNET ETFs LLC3,637$289K0.17%+19513F-HRTimeline
WADDELL & ASSOCIATES, LLC3,636$289K0.02%-89113F-HRTimeline
waypoint wealth counsel3,629$288K0.11%+9913F-HRTimeline
Sunflower Bank, N.A.3,628$288K0.07%new13F-HRTimeline
Red Door Wealth Management, LLC3,619$287K0.03%+1413F-HRTimeline
McAdam, LLC3,603$286K0.01%+77113F-HRTimeline
GFS Advisors, LLC3,600$286K0.03%013F-HRTimeline
Cadence Wealth Management LLC3,599$286K0.14%-1,00013F-HRTimeline
Valmark Advisers, Inc.3,592$285K<0.01%-14113F-HRTimeline
JGP Wealth Management, LLC3,586$285K0.03%013F-HRTimeline
PSI Advisors, LLC3,586$285K0.07%-50013F-HRTimeline
Kendall Capital Management3,580$284K0.06%013F-HRTimeline
LS Investment Advisors, LLC3,575$284K0.04%+13513F-HRTimeline
NorthRock Partners, LLC3,538$281K<0.01%-11,01413F-HRTimeline
PCB Capital LLC3,526$280K0.45%13F-HRTimeline
BOSTON FAMILY OFFICE LLC3,520$279K0.02%-1,80013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,512$279K0.02%+44213F-HRTimeline
MidFirst Bank3,503$278K0.02%13F-HRTimeline
71 West Capital Partners3,503$278K0.01%13F-HRTimeline
Wealth Advisory Solutions, LLC3,496$277K0.06%-12513F-HRTimeline
Westmount Partners, LLC3,493$277K0.07%013F-HRTimeline
Camelot Portfolios, LLC3,476$276K0.17%-1,92013F-HRTimeline
Register Financial Advisors LLC3,466$275K0.11%-3213F-HRTimeline
Stonebrook Private Inc.3,449$274K0.06%+20413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,448$274K0.01%-15013F-HRTimeline
Resurgent Financial Advisors LLC3,442$273K0.14%+59613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC3,434$273K0.01%-2713F-HRTimeline
Ellis Investment Partners, LLC3,419$271K0.05%+3413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,420$271K0.02%+1113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,418$271K<0.01%013F-HRTimelineGroup
Richwood Investment Advisors, LLC3,459$271K0.19%new13F-HRTimeline
SEVEN MILE ADVISORY3,412$271K0.05%-49813F-HRTimeline
SmartHarvest Portfolios, LLC3,385$269K0.09%13F-HRTimeline
CoreCap Advisors, LLC3,383$268K0.01%-35713F-HRTimeline
HBW ADVISORY SERVICES LLC3,380$268K0.03%-9813F-HRTimeline
First City Capital Management, Inc.3,376$268K0.14%-58513F-HRTimeline
Legacy Financial Advisors, Inc.3,372$268K0.04%-80413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,369$267K0.01%-78,18013F-HRTimelineGroup
AA Financial Advisors, LLC3,368$267K0.05%+12613F-HRTimeline
Sentry LLC3,364$267K0.07%-62013F-HRTimeline