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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
Abacus Planning Group, Inc.4,952$356K0.05%-63813F-HRTimeline
Northside Capital Management, LLC4,950$356K0.03%+21013F-HRTimeline
CFS Investment Advisory Services, LLC4,598$355K0.02%+48313F-HRTimeline
Regal Investment Advisors LLC4,946$355K0.02%-93013F-HRTimeline
My Portfolio Guide, LLC4,934$354K0.2%13F-HRTimeline
Accurate Wealth Management, LLC4,460$354K0.04%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,907$352K0.02%-4,99313F-HRTimeline
Truvestments Capital LLC4,906$352K0.06%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,878$350K0.02%+17113F-HRTimeline
Sunpointe, LLC4,865$349K0.11%-8213F-HRTimeline
Souders Financial Advisors4,865$349K0.04%+25313F-HRTimeline
Parkside Financial Bank & Trust4,846$348K0.03%-12113F-HRTimeline
One Capital Management, LLC4,814$346K0.01%+21413F-HRTimeline
Bayforest Capital Ltd4,814$346K0.39%+3,93813F-HRTimeline
Bull Harbor Capital LLC4,806$345K0.09%13F-HRTimeline
FIRST AMERICAN TRUST, FSB4,805$345K0.02%-19813F-HRTimeline
Cambria Investment Management, L.P.4,804$345K0.02%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,797$345K<0.01%+2,00013F-HRTimelineGroup
Tranquility Partners, LLC4,794$344K0.13%013F-HRTimeline
Lantz Financial LLC4,789$344K0.07%-4413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,774$343K<0.01%-2,99913F-HRTimelineGroup
CONNING INC.in group CONNING INC.4,771$343K0.01%-2,02013F-HRTimelineGroup
Wallace Advisory Group, LLC4,765$342K0.37%+53913F-HRTimeline
Blue Trust, Inc.4,745$341K<0.01%-4,05713F-HRTimeline
Cullen Capital Management, LLC4,745$341K<0.01%013F-HRTimeline
First Western Trust Bank4,697$337K0.02%+44713F-HRTimeline
Sterling Wealth Management, Inc.4,670$335K0.09%+113F-HRTimeline
Aspire Growth Partners LLC4,667$335K0.23%-30113F-HRTimeline
Corsicana & Co.4,945$335K0.21%+1,61513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC4,661$335K0.15%+67013F-HRTimeline
V2 Financial group LLC4,651$334K0.16%+913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,646$334K0.05%+33113F-HRTimelineGroup
Torrey Growth & Income Advisors4,710$334K0.14%+513F-HRTimeline
CHASE INVESTMENT COUNSEL CORP4,617$331K0.09%+5113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,604$331K0.01%+2513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,598$330K0.04%-6213F-HRTimeline
Element Wealth, LLC4,583$329K0.14%+913F-HRTimeline
City Center Advisors, LLC4,574$329K0.3%+10313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,564$328K0.01%013F-HRTimeline
Manchester Capital Management LLC4,559$327K0.05%-17413F-HRTimeline
LaSalle St. Investment Advisors, LLC4,557$327K0.05%-40613F-HRTimeline
Ariston Services Group0$326K0.2%-4,54613F-HRTimelineAmount filed as zero, left out of ratios.
LexAurum Advisors, LLC4,533$326K0.04%13F-HRTimeline
Plan Group Financial, LLC4,531$325K0.08%+8813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,528$325K<0.01%-2,73713F-HRTimeline
Basepoint Wealth LLC4,523$325K0.19%-9813F-HRTimeline
Keystone Financial Planning, Inc.4,521$325K0.09%013F-HRTimeline
Cladis Investment Advisory, LLC4,515$324K0.18%+113F-HRTimeline
MMA ASSET MANAGEMENT LLC4,503$323K0.11%-2013F-HRTimeline
Clayton Financial Group LLC4,501$323K0.17%013F-HRTimeline
Waldron Private Wealth LLC4,494$323K0.01%+3413F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP4,483$322K0.05%-8,88713F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP4,476$322K0.03%-74813F-HRTimelineGroup
Tortuga Wealth Management, Inc4,469$321K0.3%-2413F-HRTimeline
LGT Group Foundationin group LGT Group Foundation4,468$321K<0.01%-87213F-HRTimelineGroup
Quarry LP4,437$319K0.06%-56513F-HRTimeline
Sargent Investment Group, LLC4,432$318K0.04%-3013F-HRTimeline
Diversified Enterprises, LLC4,429$318K0.02%-23013F-HRTimeline
Pines Wealth Management, LLC4,429$318K0.1%-36913F-HRTimeline
Meadowbrook Wealth Management, LLC4,375$314K0.42%-1,70013F-HRTimeline
Trek Financial, LLC4,364$313K0.02%-19,46413F-HRTimeline
BARRETT & COMPANY, INC.4,364$313K0.11%-19313F-HRTimeline
Meadowbrook Advisors Group, LLC4,361$313K0.19%new13F-HRTimeline
Southern Financial Group, LLC4,336$311K0.09%+3013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,320$310K0.01%+33313F-HRTimeline
Wescott Financial Advisory Group, LLC4,302$309K0.03%+7913F-HRTimeline
North Star Investment Management Corp.4,295$308K0.02%+1713F-HRTimeline
JNBA Financial Advisors4,291$308K0.03%+55413F-HRTimeline
Linscomb Wealth, Inc.4,273$307K0.01%new13F-HRTimeline
Nilsine Partners, LLC3,909$306K0.02%-20113F-HRTimeline
Pine Haven Investment Counsel, Inc4,261$306K0.22%-17513F-HRTimeline
PLIMOTH TRUST CO LLC4,259$306K0.07%+9413F-HRTimeline
US Asset Management LLC4,240$305K0.26%-2413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,238$304K0.02%013F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…4,237$304K0.03%-54313F-HRTimeline
Forum Private Client Group LLC4,212$302K0.1%-4313F-HRTimeline
Defiance ETFs, LLC4,193$301K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC4,137$297K0.08%-1413F-HRTimeline
Narwhal Capital Management4,136$297K0.02%013F-HRTimeline
Pekin Hardy Strauss, Inc.4,125$296K0.03%-75213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,219$296K0.05%new13F-HRTimeline
Fortis Advisors, LLC4,100$294K0.15%-10013F-HRTimeline
Winthrop Advisory Group LLC4,099$294K0.02%-613F-HRTimeline
BALLAST ADVISORS LLC4,083$293K0.09%+4113F-HR/ATimeline
FUKOKU MUTUAL LIFE INSURANCE Co4,058$291K0.02%013F-HRTimeline
Parcion Private Wealth LLC4,056$291K0.02%-2213F-HRTimeline
Compass Ion Advisors, LLC4,056$291K0.03%-27313F-HRTimeline
Howard Capital Management, LLC4,052$291K<0.01%-3,89813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,047$291K0.02%+31613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,709$291K0.1%-25213F-HRTimeline
Meridian Financial Advisors, LLC4,034$290K0.16%013F-HRTimeline
Alliance Wealth Advisors, LLC4,028$289K0.14%013F-HRTimeline
71 West Capital Partners4,025$289K0.01%+52213F-HRTimeline
Brown Miller Wealth Management, LLC4,012$288K0.08%-33013F-HRTimeline
Simmons Bankin group Simmons Bank4,010$288K0.02%+68213F-HRTimelineGroup
LINCOLN CAPITAL CORP4,000$287K0.11%new13F-HRTimeline
St. Clair Advisors, LLC4,000$287K0.08%-2,02213F-HRTimeline
Aviance Capital Partners, LLC3,998$287K0.03%-49713F-HRTimeline
GTS SECURITIES LLC3,995$287K0.01%-9,37113F-HRTimeline
Optivise Advisory Services LLC3,986$286K0.17%-313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,972$285K0.03%new13F-HRTimeline
Lesa Sroufe & Co3,965$285K0.19%013F-HRTimeline
Smithfield Trust Co3,954$285K0.01%-83213F-HRTimeline
TRB Wealth Management, LLC3,960$284K0.04%13F-HRTimeline
HORIZON BANCORP INC /IN/3,937$283K0.14%+14613F-HRTimeline
Dynamic Technology Lab Private Ltd3,933$282K0.05%new13F-HRTimeline
Cromwell Holdings LLC3,928$282K0.16%013F-HRTimeline
Axiom Financial Strategies, LLC3,922$282K0.1%+28413F-HRTimeline
Quest 10 Wealth Builders, Inc.3,912$281K0.25%-1413F-HRTimeline
Facet Wealth, Inc.3,903$280K<0.01%+87813F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV3,900$280K0.27%-50013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,897$280K0.13%-8313F-HRTimeline
Eagle Strategies LLC3,896$280K0.03%new13F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC3,910$280K0.26%+1,15913F-HRTimeline
Luken Investment Analytics, LLC3,881$279K0.11%-1513F-HRTimeline
Center for Wealth Management Advisory3,879$279K0.2%-20,50413F-HRTimeline
EVOKE WEALTH, LLC3,862$277K0.01%-1,70513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,848$276K0.01%-19813F-HRTimelineGroup
Fulcrum Capital LLC3,837$276K0.06%-95513F-HRTimeline
Secure Asset Management, LLC3,833$275K0.04%+82613F-HRTimeline
DECISION INVESTMENTS, INC3,809$274K0.31%-24713F-HRTimeline
RESOLUTE CAPITAL, LLC3,805$273K0.11%+1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,805$273K0.01%-94413F-HRTimeline
BCS Wealth Management3,804$273K0.06%-3,80413F-HRTimeline
Independence Bank of Kentucky3,804$273K0.03%+48313F-HRTimeline
McAdam, LLC3,797$273K0.01%+19413F-HRTimeline
LANDAAS & CO /WI /ADV3,794$272K0.06%013F-HRTimeline
Alamar Capital Management, LLC3,784$272K0.17%013F-HRTimeline
Destiny Wealth Partners, LLC3,767$271K0.03%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,765$270K0.17%-47413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC3,407$270K0.02%-92613F-HRTimeline
Income Insurance Ltd3,758$270K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsgroup of 2 filers holding3,752$269K+1,962Timeline
WealthBridge Capital Management, LLC3,751$269K0.06%+2113F-HRTimeline
AlphaGrep UK Ltd3,738$268K0.08%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,725$268K0.05%-31813F-HRTimeline
VICUS CAPITAL3,721$267K0.02%+2213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3,705$266K0.13%013F-HRTimeline
Glen Eagle Advisors, LLC3,694$265K0.04%-14013F-HRTimeline
Klingman & Associates, LLC3,676$264K0.01%-38613F-HRTimeline
Red Door Wealth Management, LLC3,665$263K0.03%+4613F-HRTimeline
Kendall Capital Management3,655$263K0.05%+7513F-HRTimeline
Caliber Wealth Management, LLC / KS3,650$262K0.03%+91913F-HRTimeline
WADDELL & ASSOCIATES, LLC3,639$261K0.01%+313F-HRTimeline
Stonebrook Private Inc.3,633$261K0.06%+18413F-HRTimeline
Hoxton Planning & Management, LLC3,624$260K0.08%-13513F-HRTimeline
Community Bank, N.A.3,600$259K0.03%-1,45013F-HRTimeline
Cadence Wealth Management LLC3,599$258K0.11%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,597$258K0.15%-4813F-HRTimeline
McIlrath & Eck, LLC3,584$257K0.02%-18513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,575$257K<0.01%+3,27513F-HRTimelineGroup
Daner Wealth Management, LLC2,696$256K0.15%new13F-HRTimeline
Triad Wealth Partners, LLC3,561$256K0.02%+45913F-HRTimeline
HighPoint Advisor Group LLC3,561$256K0.01%-49,59013F-HRTimeline
Sunflower Bank, N.A.3,556$255K0.07%-7213F-HRTimeline
Resurgent Financial Advisors LLC3,548$255K0.09%+10613F-HRTimeline
Strategic Wealth Partners, Ltd.3,543$254K0.02%-9613F-HRTimeline
Westmount Partners, LLC3,532$254K0.06%+3913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,528$253K0.01%+15913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED3,528$253K0.02%-68613F-HRTimeline
CYBER HORNET ETFs LLC3,489$253K0.16%-14813F-HRTimeline
PCB Capital LLC3,518$253K0.4%-813F-HRTimeline
Western Wealth Management, LLC3,513$252K0.01%-22713F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP3,512$252K0.02%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,506$252K0.07%new13F-HRTimeline
CVA Family Office, LLC3,502$252K0.03%-1,80013F-HRTimeline
Rossby Financial, LCC3,460$251K0.05%+63613F-HRTimeline
SYM FINANCIAL Corp3,485$250K0.03%-42413F-HRTimeline
Register Financial Advisors LLC3,471$249K0.09%+513F-HRTimeline
LVW Advisors, LLC3,469$249K0.02%new13F-HRTimeline
HFG Advisors, Inc.3,466$249K0.18%+69313F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,453$248K0.01%+3313F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,450$248K0.02%-24013F-HRTimelineGroup
Van Hulzen Asset Management, LLC3,449$248K0.02%-62613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,448$248K0.01%013F-HRTimeline
Orange Investment Advisors, Inc.3,446$248K0.03%-67513F-HR/ATimeline
55 North Private Wealth, LLC3,430$246K0.06%new13F-HRTimeline
AGH Wealth Advisors, LLC3,427$246K0.18%+19813F-HRTimeline
Acorns Advisers, LLC3,409$245K<0.01%+40613F-HRTimeline
Richwood Investment Advisors, LLC3,408$245K0.19%-5113F-HRTimeline
Key Financial Inc3,395$244K0.04%+10913F-HRTimeline
Connecticut Wealth Management, LLC3,390$243K0.01%+26513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,380$243K0.01%-37513F-HRTimeline
Financial Advisors Network, Inc.3,374$242K0.03%-48713F-HRTimeline
Center For Asset Management LLC3,367$242K0.12%+1513F-HRTimeline
First City Capital Management, Inc.3,366$242K0.13%-1013F-HRTimeline
Ellis Investment Partners, LLC3,347$240K0.04%-7213F-HRTimeline
Camelot Portfolios, LLC3,344$240K0.18%-13213F-HRTimeline
CoreCap Advisors, LLC3,342$240K0.01%-4113F-HRTimeline
DLK Investment Management, LLC3,337$240K0.09%+2713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,332$239K0.02%+58913F-HRTimelineGroup
HBW ADVISORY SERVICES LLC3,308$238K0.03%-7213F-HRTimeline
AA Financial Advisors, LLC3,301$237K0.03%-6713F-HRTimeline
Moss Adams Wealth Advisors LLC3,250$233K0.02%+23413F-HRTimeline
Sentry LLC3,239$233K0.07%-12513F-HRTimeline
First Interstate Bank3,238$233K0.01%-60013F-HRTimeline
111 Capital3,215$231K0.06%-3,35013F-HRTimeline
JGP Wealth Management, LLC3,212$231K0.02%-37413F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,212$231K0.05%-61313F-HRTimeline
First Bancorp, Inc /ME/3,210$231K0.11%013F-HRTimeline