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Disclosery

CVS CVS HEALTH CORP

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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.

HolderSharesValue% of portfolioChangeSource
2UniFi Bank2,217$153K0.09%-32713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,196$151K0.01%+1,00013F-HRTimeline
UNION SAVINGS BANK2,438$151K0.07%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,186$150K0.02%-28613F-HRTimeline
Grove Bank & Trust2,162$149K0.02%+50213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,149$148K<0.01%-313F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,118$146K0.01%+9213F-HRTimeline
First Pacific Financial2,116$146K0.02%+1,96613F-HRTimeline
DUNCKER STREETT & CO INC2,010$139K0.03%013F-HRTimeline
Roble, Belko & Company, Inc2,006$138K0.02%013F-HRTimeline
ESL Trust Services, LLC2,000$138K0.03%013F-HRTimeline
Robbins Farley2,000$138K0.06%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,982$137K0.09%-20013F-HRTimeline
OAKWORTH CAPITAL, INC.1,949$134K0.01%-78213F-HRTimeline
HighMark Wealth Management LLC1,897$131K0.06%+1,38013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,800$124K<0.01%013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,790$123K0.01%+2913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,783$123K0.07%013F-HRTimeline
Legacy Bridge, LLC1,775$122K0.06%+10013F-HRTimeline
NFSG Corp1,746$120K0.02%+1113F-HRTimeline
Nemes Rush Group LLC1,740$120K0.01%-713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,735$120K0.04%+1613F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,682$117K0.05%+16513F-HRTimeline
Gifford Fong Associates1,675$116K0.03%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,674$115K<0.01%+16613F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/1,666$115K0.05%013F-HR/ATimelineGroup
Prestige Wealth Management Group LLC1,660$115K0.02%+4213F-HR/ATimeline
Bruce G. Allen Investments, LLC1,655$114K0.09%-16613F-HRTimeline
Asset Dedication, LLC1,645$113K0.01%-54213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,642$113K0.02%+1,34213F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.1,638$113K0.06%-513F-HRTimeline
North Capital, Inc.1,594$110K0.09%-1,60013F-HRTimeline
United Community Bankin group United Community Bank1,577$109K0.04%-42513F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,537$106K-294Timeline
Strengthening Families & Communities, L…1,564$106K0.06%+11713F-HRTimeline
Salomon & Ludwin, LLC1,561$104K0.01%013F-HRTimeline
WFA Asset Management Corp1,664$98.3K0.06%-28613F-HRTimeline
Opal Wealth Advisors, LLC1,382$95.3K0.03%-31613F-HRTimeline
Center for Financial Planning, Inc.1,341$92.5K0.01%+10013F-HRTimeline
Frazier Financial Advisors, LLC1,339$92.4K0.07%-2813F-HRTimeline
Hilltop National Bank1,325$91.4K0.02%13F-HRTimeline
Main Street Group, LTD1,322$91.2K0.03%-6413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,322$91K0.03%+3913F-HRTimeline
Cape Investment Advisory, Inc.1,307$90.1K0.03%+2113F-HRTimeline
HHM Wealth Advisors, LLC1,257$86.7K0.01%-113F-HRTimeline
Neo Ivy Capital Management1,254$86.5K0.03%new13F-HRTimeline
WFA of San Diego, LLC1,252$86.4K0.06%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,231$85K<0.01%+17113F-HRTimelineGroup
Golden State Wealth Management, LLC1,218$84K0.01%+92713F-HRTimeline
Coston, McIsaac & Partners1,183$81K0.02%+613F-HRTimeline
Piscataqua Savings Bank1,171$80.8K0.07%-7513F-HRTimeline
Silvant Capital Management LLC1,169$80.6K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC1,151$79.4K0.01%-90513F-HRTimeline
Clean Yield Group1,140$78.6K0.02%013F-HRTimeline
Iron Horse Wealth Management, LLC1,129$77.9K0.02%+10513F-HRTimeline
LFA - Lugano Financial Advisors SA1,140$77.8K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…1,117$77K0.04%013F-HRTimeline
Ball & Co Wealth Management Inc.1,125$77K0.08%+1113F-HRTimeline
Murphy & Mullick Capital Management Corp1,230$76.7K0.06%-15613F-HRTimeline
Rise Advisors, LLC1,106$76.3K0.03%+1413F-HRTimeline
Millstone Evans Group, LLC1,058$73K0.05%-40013F-HRTimeline
Essential Partners LLC1,050$72.4K0.03%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,040$71.7K<0.01%-1,51013F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS1,000$69K<0.01%013F-HRTimelineGroup
PARK CIRCLE Co1,000$69K0.06%013F-HRTimeline
Orion Capital Management LLC1,000$69K0.03%013F-HRTimeline
Princeton Global Asset Management LLC999$68.9K0.01%+15513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.989$68.2K<0.01%-20013F-HRTimelineGroup
CNB Bank972$67K0.03%+213F-HRTimeline
New England Capital Financial Advisors …971$67K0.03%+31513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…968$66.8K0.02%+5113F-HRTimeline
CITY HOLDING CO960$66.2K0.01%013F-HRTimeline
GW&K Investment Management, LLC958$66K<0.01%+32113F-HRTimeline
Financial Network Wealth Advisors LLC932$64.3K0.08%-5713F-HRTimeline
First Command Advisory Services, Inc.909$62.7K<0.01%+2413F-HRTimeline
Bangor Savings Bank905$62.4K0.01%013F-HRTimeline
Perkins Coie Trust Co900$62.1K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC902$62K0.01%-11913F-HRTimeline
Sachetta, LLC899$62K0.02%-28813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC885$61K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC852$58.8K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc836$57.7K0.02%-23713F-HRTimeline
Compass Planning Associates Inc836$57.7K0.05%+813F-HRTimeline
Towne Trust Company, N.A833$57.5K0.02%-83313F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN820$56.6K<0.01%013F-HRTimeline
Park Place Capital Corp813$56.6K0.01%-68313F-HRTimeline
ATWOOD & PALMER INC820$56.6K<0.01%013F-HRTimeline
PFS Partners, LLC800$55.2K0.03%-27213F-HRTimeline
Clearstead Trust, LLC792$54.6K0.01%+2513F-HRTimeline
Hopwood Financial Services, Inc.783$54K0.04%013F-HRTimeline
Keener Financial Planning LLC783$54K0.03%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC778$53.7K<0.01%new13F-HR/ATimeline
Hemington Wealth Management780$53K0.01%+9813F-HRTimeline
Lummis Asset Management, LP800$52.4K0.03%013F-HRTimeline
Covestor Ltd748$52K0.03%-21413F-HRTimeline
Bell Investment Advisors, Inc708$48.8K0.01%+25313F-HRTimeline
Financial Perspectives, Inc708$48.8K0.01%-9713F-HRTimeline
Indiana Trust & Investment Management Co706$48.7K0.02%-3313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.703$48.5K<0.01%-3813F-HRTimeline
Heritage Wealth Advisors700$48.3K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC669$46K0.02%new13F-HRTimeline
WOLFF WIESE MAGANA LLC651$44.9K0.03%-33213F-HRTimeline
West Branch Capital LLC640$44.1K0.01%+10013F-HRTimeline
Plante Moran Financial Advisors, LLC635$43.8K<0.01%013F-HRTimeline
Caldwell Trust Co630$43.5K<0.01%-20013F-HRTimeline
SIERRA OCEAN, LLC623$43K0.03%-9613F-HRTimeline
Bogart Wealth, LLC613$42.3K<0.01%-7513F-HRTimeline
Whipplewood Advisors, LLC609$42K0.02%-5913F-HRTimeline
Rosenberg Matthew Hamilton608$41.9K0.01%+22613F-HRTimeline
SITTNER & NELSON, LLC607$41.9K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/600$41.4K0.02%013F-HRTimeline
HOEY INVESTMENTS, INC600$41.4K0.01%013F-HRTimeline
Park Square Financial Group, LLC581$40.1K0.03%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.187$39.9K<0.01%013F-HRTimeline
Costello Asset Management, INC573$39.6K0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.569$38.8K0.02%-3,50213F-HRTimeline
FIRST COMMUNITY TRUST NA562$38.8K0.03%013F-HRTimeline
AllSquare Wealth Management LLC550$37.9K0.02%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS540$37.2K0.01%-58413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC540$37.2K0.03%-2013F-HRTimeline
TFC Financial Management, Inc.535$36.9K0.01%-50513F-HRTimeline
VSM Wealth Advisory, LLC525$36.2K0.01%013F-HRTimeline
Mascoma Wealth Management LLC523$36.1K0.01%-20013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC546$35.8K0.01%new13F-HRTimeline
Stone House Investment Management, LLC515$35.5K0.01%-5713F-HRTimeline
Livelsberger Financial Advisory512$35.3K0.68%new13F-HRTimeline
Cornerstone National Bank & Trust Co504$34.8K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$34.5K0.02%-16513F-HRTimeline
Pillar Financial Advisors, LLC500$34.5K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC500$34.5K0.02%+27413F-HRTimeline
Hanson & Doremus Investment Management500$34K<0.01%-1,00013F-HRTimeline
Painted Porch Advisors LLC490$33.8K0.01%-713F-HRTimeline
Standard Family Office LLC488$33.7K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC485$33.5K<0.01%013F-HRTimeline
Battery Global Advisors, LLC478$33K0.02%013F-HRTimeline
MCF Advisors LLC474$32.7K<0.01%-1713F-HRTimeline
ORG Partners LLC467$32.5K0.01%+37713F-HRTimeline
Pinnacle Bancorp, Inc.468$32.3K0.01%-29813F-HRTimeline
Canton Hathaway, LLC464$32K0.01%+813F-HRTimeline
Roxbury Financial LLC460$31.7K0.03%+20213F-HRTimeline
Cornerstone Planning Group LLC499$31.7K0.01%-3313F-HRTimeline
Front Row Advisors LLC456$31.5K0.01%+37113F-HRTimeline
Harbor Asset Planning, Inc.438$30.2K0.03%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH435$30K0.01%013F-HRTimeline
TD Capital Management LLC427$29.5K<0.01%+27713F-HRTimeline
Riverview Trust Co418$28.8K0.04%-53813F-HRTimeline
True Wealth Design, LLC417$28.8K0.01%-66713F-HRTimeline
Washington Trust Advisors, Inc.413$28.5K<0.01%+2013F-HRTimeline
Pacifica Partners Inc.410$28.1K0.01%013F-HRTimeline
WPG Advisers, LLC407$28.1K0.02%+13013F-HRTimeline
LOM Asset Management Ltd400$28K0.01%13F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST400$27.6K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.400$27.6K0.01%-10013F-HRTimeline
Avion Wealth380$26K0.01%+18913F-HR/ATimeline
WealthCollab, LLC376$25.9K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department374$25.8K0.01%-4013F-HRTimelineGroup
Cedar Mountain Advisors, LLC371$25.6K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.371$25.6K0.02%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC371$25.6K0.01%+2113F-HRTimeline
SOA Wealth Advisors, LLC.355$24.5K<0.01%-30313F-HRTimeline
Granite FO LLC350$24.1K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC348$24K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…350$24K0.01%-7,08713F-HRTimeline
FSA Wealth Management LLC345$23.8K0.01%+113F-HRTimeline
Dunhill Financial, LLC344$23.8K0.01%-40513F-HRTimeline
Core Alternative Capital339$23.4K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.334$23K0.01%-33413F-HRTimeline
Trust Co333$23K<0.01%-1,01713F-HRTimeline
Private Wealth Management Group, LLC322$22.2K0.01%+613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC319$22K0.01%-813F-HRTimeline
OFI INVEST ASSET MANAGEMENT373$21.9K<0.01%-35813F-HRTimeline
Bayforest Capital Ltd315$21.7K0.01%-4,56613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC310$21.4K0.01%+313F-HRTimeline
MOTCO339$21.1K<0.01%+12313F-HRTimeline
Ulland Investment Advisors, LLC311$21K0.02%-5013F-HRTimeline
PrairieView Partners, LLC310$21K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…300$21K<0.01%013F-HRTimelineGroup
CoreFirst Bank & Trust302$20.8K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC293$20.2K<0.01%-16813F-HRTimeline
Olistico Wealth, LLC290$20K0.01%013F-HRTimeline
Bank & Trust Co285$19.7K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…279$19.2K0.01%+213F-HRTimeline
Altshuler Shaham Ltd278$19.2K<0.01%-5313F-HRTimeline
Physician Wealth Advisors, Inc.274$18.9K<0.01%+5013F-HRTimeline
Sherman Asset Management, Inc.274$18.9K0.02%013F-HRTimeline
Howard Hughes Medical Institute272$18.8K0.01%new13F-HRTimeline
STEPH & CO271$18.7K0.01%-813F-HRTimeline
Lowe Wealth Advisors, LLC268$18.5K0.01%+213F-HRTimeline
Kennebec Savings Bank252$17.4K0.02%-45613F-HRTimeline
Pacific Center for Financial Services250$17.2K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC250$17.2K<0.01%013F-HRTimeline
Aspect Partners, LLC249$17.2K0.01%+18713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.247$17K0.01%013F-HRTimeline
Centricity Wealth Management, LLC244$16.8K0.01%013F-HRTimeline
SWAN Capital LLC242$16.7K0.01%-15013F-HRTimeline
Semmax Financial Advisors Inc.246$16.1K<0.01%-1313F-HRTimeline
Compass Financial Services Inc231$15.9K0.01%013F-HRTimeline
Red Tortoise LLC229$15.8K0.01%+213F-HRTimeline
COUNTRY TRUST BANK228$15.7K<0.01%-18913F-HRTimeline
Financial Management Professionals, Inc.222$15.3K<0.01%+1713F-HRTimeline