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Disclosery

CVS CVS HEALTH CORP

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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
Sentry LLC3,239$335K0.09%013F-HRTimeline
First Interstate Bank3,238$335K0.02%013F-HRTimeline
Xcelsior Advisor Partners LLC3,238$335K0.04%new13F-HRTimeline
Topsail Wealth Management, LLC3,227$334K0.04%+7313F-HRTimeline
GAM Holding AGin group GAM Holding AG3,214$332K0.03%new13F-HRTimelineGroup
JGP Wealth Management, LLC3,212$332K0.03%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,197$331K0.08%-30913F-HRTimeline
SIMON QUICK ADVISORS, LLC3,191$330K0.01%+34413F-HRTimeline
HighPoint Advisor Group LLC3,191$330K0.01%-37013F-HRTimeline
Asset Planning,Inc3,177$329K0.21%+23213F-HRTimeline
Perennial Investment Advisors, LLC3,173$328K0.02%+33113F-HRTimeline
HOLDERNESS INVESTMENTS CO3,169$328K0.05%013F-HRTimeline
Avior Wealth Management, LLC3,167$328K0.01%+313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,154$326K0.07%+413F-HRTimeline
Baron Wealth Management LLC3,152$326K0.08%new13F-HRTimeline
Legacy Advisors, LLC3,140$325K0.03%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,138$325K<0.01%-1,65913F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC3,113$322K0.14%-78413F-HRTimeline
Great Point Wealth Advisors, LLC3,112$322K0.05%+613F-HRTimeline
Torrey Growth & Income Advisors3,100$322K0.11%-1,61013F-HRTimeline
First Bancorp, Inc /ME/3,110$322K0.13%-10013F-HRTimeline
Somerset Trust Co3,109$322K0.09%+913F-HRTimeline
Sound Income Strategies, LLC3,106$321K0.01%+37713F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,102$321K0.01%+1613F-HRTimeline
LAWOOD & CO3,095$320K0.22%013F-HRTimeline
SENTINEL TRUST CO LBA3,095$320K0.03%013F-HRTimeline
Resurgent Financial Advisors LLC3,093$320K0.09%-45513F-HRTimeline
Werba Rubin Papier Wealth Management3,090$320K0.04%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,070$318K0.06%-14213F-HRTimeline
Texas Bank & Trust Co3,062$317K0.1%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,048$315K<0.01%-52713F-HRTimelineGroup
Ipswich Investment Management Co., Inc.3,039$314K0.07%013F-HRTimeline
Acorns Advisers, LLC3,036$314K<0.01%-37313F-HRTimeline
LeClair Wealth Partners LLC3,032$314K0.16%new13F-HRTimeline
Hemenway Trust Co LLC3,013$312K0.02%013F-HRTimeline
Windsor Capital Management, LLC3,010$311K0.08%013F-HRTimeline
LINCOLN CAPITAL CORP3,000$310K0.1%-1,00013F-HRTimeline
Vawter Financial, Ltd.3,000$310K0.12%013F-HRTimeline
American National Bank of Texas3,000$310K0.28%013F-HRTimeline
Quadcap Wealth Management, LLC2,993$310K0.03%new13F-HRTimeline
Matisse Capital2,990$309K0.12%new13F-HRTimeline
Lighthouse Financial LLC2,979$308K0.16%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,972$308K0.01%new13F-HRTimeline
Ignite Planners, LLC2,968$307K0.04%new13F-HRTimeline
GK Wealth Management LLC2,964$307K0.19%new13F-HRTimeline
Fiduciary Group, LLC2,954$306K0.02%-713F-HRTimeline
Sepio Capital, LP2,944$305K0.02%-11213F-HRTimeline
Secure Asset Management, LLC2,942$304K0.04%-89113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,935$304K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.2,935$304K0.01%-12913F-HRTimeline
Compagnie Lombard Odier SCmA2,932$303K<0.01%+21213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,905$301K0.08%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,904$300K0.02%+313F-HRTimeline
GTS SECURITIES LLC2,901$300K0.01%-1,09413F-HRTimeline
MIDDLETON & CO INC/MA2,900$300K0.03%013F-HRTimeline
FDx Advisors, Inc.2,902$300K0.09%new13F-HRTimeline
Cape Investment Advisory, Inc.2,895$299K0.08%new13F-HRTimeline
Abel Hall, LLC2,886$299K0.05%new13F-HRTimeline
Cypress Wealth Services, LLC2,885$298K0.04%+813F-HRTimeline
Basecamp Wealth Advisors LLC2,867$297K0.06%013F-HRTimeline
Blackston Financial Advisory Group, LLC2,867$297K0.17%-413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,861$296K0.01%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,857$296K0.18%+12713F-HRTimeline
Stonebridge Capital Advisors LLC2,850$295K0.02%-22513F-HRTimeline
Wealthquest Corp2,845$294K0.02%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,840$294K0.12%013F-HRTimelineGroup
MBL Wealth, LLC2,839$294K0.02%+313F-HRTimeline
Maia Wealth LLC2,828$293K0.04%-8913F-HRTimeline
Meadowbrook Wealth Management, LLC2,775$291K0.31%-1,60013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,805$290K0.01%+25013F-HRTimelineGroup
Vantus Wealth LLC2,804$290K0.16%13F-HRTimeline
Shulman DeMeo Asset Management LLC2,803$290K0.05%+913F-HRTimeline
Beacon Bank & Trust2,797$289K0.06%013F-HR/ATimeline
EWA, LLC2,796$289K0.05%new13F-HRTimeline
DT Investment Partners, LLC2,777$287K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,759$285K0.01%+1813F-HRTimeline
Flatrock Wealth Partners LLC2,751$285K0.11%-37413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,750$285K0.05%new13F-HRTimeline
HOWE & RUSLING INC2,747$284K0.02%new13F-HRTimeline
Wealth Architects, LLC2,743$284K0.02%-18913F-HRTimeline
SUTTON PLACE INVESTORS LLC2,736$283K0.14%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,731$283K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,725$282K0.1%-3913F-HRTimeline
T. Rowe Price Investment Management, In…2,717$282K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,707$280K0.02%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,705$280K0.01%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,696$279K0.09%new13F-HRTimeline
Marble Wealth, LLC2,690$278K0.04%new13F-HRTimeline
Long Island Wealth Management, Inc.2,688$278K0.11%new13F-HRTimeline
Keudell/Morrison Wealth Management2,683$278K0.05%-16913F-HRTimeline
Bullock Wealth Management Group2,643$277K0.12%+1613F-HRTimeline
VeraBank, N.A.2,674$277K0.05%-25813F-HRTimeline
WBH ADVISORY INC2,654$275K0.02%new13F-HRTimeline
Thomasville National Bank2,654$275K0.02%13F-HRTimeline
3Chopt Investment Partners, LLC2,652$274K0.05%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,650$274K0.01%new13F-HRTimelineGroup
Cypress Point Wealth Management, LLC2,649$274K0.06%new13F-HRTimeline
Next Level Private LLC2,645$274K0.05%new13F-HRTimeline
CHAPIN DAVIS, INC.2,642$273K0.05%new13F-HRTimeline
Circle Wealth Management, LLC2,634$273K<0.01%new13F-HRTimeline
Financial & Tax Architects, LLC2,621$271K0.06%new13F-HRTimeline
V2 Financial group LLC2,613$270K0.1%-2,03813F-HRTimeline
Destination Wealth Management2,610$270K0.01%new13F-HRTimeline
DF DENT & CO INC2,601$269K0.01%new13F-HRTimeline
Palisade Asset Management, LLC2,599$269K0.02%new13F-HRTimeline
Northwest Bancshares, Inc.2,592$268K0.05%new13F-HRTimeline
NIXON PEABODY TRUST CO2,588$268K0.02%new13F-HRTimeline
Balefire, LLC2,585$267K0.04%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,580$267K0.01%-80013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,579$267K0.24%new13F-HRTimeline
Paragon Capital Management Ltd2,545$263K0.05%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,543$263K0.2%new13F-HRTimeline
Post Resch Tallon Group Inc.2,540$263K0.18%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.2,534$262K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,525$262K<0.01%new13F-HRTimelineGroup
Thrive Wealth Management, LLC2,527$261K0.03%new13F-HRTimeline
Occidental Asset Management, LLC2,524$261K0.03%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,520$261K0.09%-22913F-HRTimeline
Daner Wealth Management, LLC2,743$261K0.14%+4713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,515$260K0.03%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,511$260K0.03%-1,13913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,504$259K<0.01%new13F-HRTimeline
Mason & Associates Inc2,500$259K0.04%new13F-HRTimeline
HCR Wealth Advisors2,498$258K0.02%new13F-HRTimeline
Signal Advisors Wealth, LLC2,498$258K0.01%new13F-HRTimeline
Agate Pass Investment Management, LLC2,493$258K0.1%new13F-HRTimeline
Cooper Financial Group2,492$258K0.02%new13F-HRTimeline
Avalon Trust Co2,490$258K0.02%013F-HRTimeline
Hamilton Capital, LLC2,485$257K0.01%new13F-HRTimeline
Sunburst Financial Group, LLC2,485$257K0.04%new13F-HRTimeline
Holistic Financial Partners2,482$257K0.16%-70513F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,481$257K0.03%+23513F-HRTimeline
State of Wyoming2,481$257K0.03%-9,91613F-HRTimeline
First Heartland Consultants, Inc.2,477$256K0.02%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC2,473$256K0.09%new13F-HRTimeline
Quilter Plcin group Quilter Plc2,470$256K<0.01%new13F-HRTimelineGroup
Caerus Investment Advisors, LLC2,463$255K0.09%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,460$254K0.03%new13F-HRTimeline
Laraway Financial Advisors Inc2,456$254K0.15%-10013F-HRTimeline
Greenspring Advisors, LLC2,455$254K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC2,451$254K0.02%new13F-HRTimeline
Arcadia Wealth Management, LLC2,451$254K0.08%new13F-HRTimeline
Regent Peak Wealth Advisors LLC2,446$253K0.05%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,439$252K0.1%+13213F-HRTimeline
First County Bank /CT/2,436$252K0.12%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,424$251K0.08%-14213F-HRTimeline
BLB&B Advisors, LLC2,426$251K0.01%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL2,426$251K0.05%new13F-HRTimeline
Oak Harvest Investment Services2,425$251K0.02%new13F-HRTimeline
Quent Capital, LLC2,422$251K0.02%+26013F-HRTimeline
River Street Advisors LLC2,419$250K0.07%new13F-HRTimeline
Lantern Wealth Advisors, LLC2,419$250K0.11%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,417$250K0.03%new13F-HRTimeline
Csenge Advisory Group2,414$250K0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.2,414$250K0.16%new13F-HRTimeline
Guardian Asset Advisors, LLC2,412$250K0.12%new13F-HRTimeline
SOMERVILLE KURT F2,400$248K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,399$248K0.01%+7713F-HRTimeline
SteelPeak Wealth, LLC2,397$248K0.01%new13F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,450$248K0.02%013F-HRTimelineGroup
WHITE PINE CAPITAL LLC2,387$247K0.06%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,386$247K0.04%new13F-HRTimeline
Canopy Partners, LLC2,372$245K0.07%new13F-HRTimeline
Tempus Wealth Planning, LLC2,367$245K0.05%new13F-HRTimeline
Mendel Money Management2,357$244K0.09%-8,02513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…2,452$243K0.14%+1413F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,351$243K0.08%new13F-HRTimeline
Biltmore Family Office, LLC2,346$243K0.03%new13F-HRTimeline
Spartan Planning & Wealth Management2,344$243K0.16%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,344$242K0.04%new13F-HRTimeline
Klingman & Associates, LLC2,331$241K0.01%-1,34513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,330$241K0.1%new13F-HRTimeline
Liberty Capital Management, Inc.2,328$241K0.04%13F-HRTimeline
McElhenny Sheffield Capital Management,…2,322$240K0.06%new13F-HRTimeline
Beacon Financial Advisory LLC2,321$240K0.05%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,316$240K0.02%+8613F-HRTimeline
UNION SAVINGS BANK2,313$239K0.1%013F-HRTimeline
First Business Financial Services, Inc.2,312$239K0.02%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.2,301$238K0.01%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,300$238K0.14%new13F-HRTimeline
Strategic Blueprint, LLC2,299$238K0.01%new13F-HRTimeline
AMARA FINANCIAL, LLC.2,295$237K0.14%-3,33713F-HRTimeline
MJP ASSOCIATES INC /ADV2,293$237K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc2,290$237K0.01%new13F-HRTimeline
Oder Investment Management, LLC2,284$236K0.16%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,283$236K0.13%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,282$236K0.02%new13F-HRTimeline
Crestmont Private Wealth LLC2,278$236K0.07%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC2,274$235K0.02%new13F-HR/ATimeline
Rare Wolf Capital LLC2,264$234K0.15%-7,39513F-HRTimeline
Granite Harbor Advisors, Inc.2,260$234K0.09%new13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC2,250$233K0.07%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,248$233K0.06%new13F-HRTimeline
Alpha Financial Advisors, LLC2,244$232K0.06%new13F-HRTimeline
Storen Legacy Partners, LLC2,242$232K0.06%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,231$231K0.01%new13F-HRTimeline
KPP Advisory Services LLC2,229$231K0.03%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,222$230K0.02%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,214$229K0.02%-6,99713F-HRTimeline
Bedel Financial Consulting, Inc.2,209$228K0.02%new13F-HRTimeline