Skip to content
Disclosery

CVS CVS HEALTH CORP

Follow

COM (common), issuer CIK 64803

1,794 managers (1,839 13F filers) reported a position in CVS shares at 2025-09-30, 1,094,237,890 shares in all. 193 filers opened a position and 109 filers sold out during the quarter.

Managers
1,794
13F filers
1,839
New
193
Added
669
Reduced
725
Sold out
109
Shares held by filers
1,094,237,890

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ipswich Investment Management Co., Inc.3,039$229K0.05%013F-HRTimeline
First Heartland Consultants, Inc.3,038$229K0.02%+3313F-HRTimeline
SBI Securities Co., Ltd.3,021$228K0.01%-62713F-HRTimeline
Windsor Capital Management, LLC3,010$227K0.06%-2513F-HRTimeline
American National Bank of Texas3,000$226K0.21%13F-HRTimeline
Birch Capital Management, LLC2,988$225K0.11%-1,15013F-HRTimeline
Lighthouse Financial LLC2,979$225K0.15%013F-HRTimeline
TT Capital Management LLC2,973$224K0.17%-1,12513F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,955$223K+1,155Timeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,922$220K<0.01%new13F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL2,915$220K0.05%-37913F-HRTimeline
First Financial Bankshares Inc2,903$219K<0.01%new13F-HRTimeline
Integrated Investment Consultants, LLC2,903$219K0.04%-59713F-HRTimeline
MIDDLETON & CO INC/MA2,900$219K0.02%-20013F-HRTimeline
Weil Company, Inc.2,899$219K0.05%-513F-HRTimeline
Arvest Bank Trust Division2,889$218K0.01%new13F-HRTimeline
Sunburst Financial Group, LLC2,889$218K0.05%new13F-HRTimeline
WealthShield Partners, LLC2,888$218K0.02%new13F-HRTimeline
HOWE & RUSLING INC2,883$217K0.01%-16513F-HRTimeline
Moss Adams Wealth Advisors LLC2,881$217K0.02%new13F-HRTimeline
Wealth Architects, LLC2,880$217K0.02%new13F-HRTimeline
Acorns Advisers, LLC2,884$217K<0.01%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,874$217K0.02%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,873$217K0.09%new13F-HRTimeline
LeClair Wealth Partners LLC2,870$216K0.13%new13F-HRTimeline
L.M. KOHN & COMPANY2,850$215K0.26%-1,37813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,849$215K0.08%new13F-HRTimeline
Resurgent Financial Advisors LLC2,846$215K0.11%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,840$214K0.1%-2,44513F-HRTimelineGroup
Institute for Wealth Management, LLC.2,833$214K0.02%-39813F-HRTimeline
McAdam, LLC2,832$214K0.01%new13F-HRTimeline
Formidable Asset Management, LLC3,095$214K0.03%-1,42313F-HRTimeline
Full Sail Capital, LLC2,816$212K0.01%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC2,812$212K0.21%-23313F-HRTimeline
FNY Investment Advisers, LLC2,807$211K0.07%+2,13813F-HRTimeline
Northwest Bancshares, Inc.2,794$211K0.03%new13F-HRTimeline
Azimuth Capital Investment Management L…2,793$211K0.01%new13F-HRTimeline
WHITE PINE CAPITAL LLC2,787$210K0.06%new13F-HRTimeline
Sound Income Strategies, LLC2,736$210K0.01%-3813F-HRTimeline
DT Investment Partners, LLC2,777$209K0.02%013F-HRTimeline
HFG Advisors, Inc.2,773$209K0.15%new13F-HRTimeline
Spartan Planning & Wealth Management2,770$209K0.16%new13F-HRTimeline
Avalon Trust Co2,766$209K0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC2,765$208K0.05%-16313F-HRTimeline
Shulman DeMeo Asset Management LLC2,760$208K0.05%new13F-HRTimeline
Tranquilli Financial Advisor LLC2,760$208K0.12%new13F-HRTimeline
Clarius Group, LLC2,755$208K0.01%-85613F-HRTimeline
Perennial Investment Advisors, LLC2,754$208K0.02%new13F-HRTimeline
Fielder Capital Group LLC2,752$207K0.05%new13F-HRTimeline
Next Level Private LLC2,695$207K0.06%new13F-HRTimeline
Centurion Wealth Management LLC2,746$207K0.05%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,743$207K0.01%new13F-HRTimeline
Keystone Financial Services2,742$207K0.06%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,740$207K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,736$206K0.14%+15713F-HRTimeline
VestGen Advisors, LLC2,734$206K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,728$206K0.02%-1,00313F-HRTimelineGroup
Long Island Wealth Management, Inc.2,728$206K0.1%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,723$205K0.02%new13F-HRTimeline
PFG Advisors2,716$205K0.01%new13F-HRTimeline
Blue Barn Wealth, LLC2,711$204K0.09%new13F-HRTimeline
W ADVISORS, LLC2,708$204K0.11%new13F-HRTimeline
Catalyst Funds Management Pty Ltd2,700$204K0.03%new13F-HRTimeline
Sky Investment Group LLC2,698$203K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,697$203K0.07%+713F-HRTimeline
SAX WEALTH ADVISORS, LLC2,681$202K0.01%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…2,504$202K0.15%new13F-HRTimeline
LORD, ABBETT & CO. LLC2,668$201K<0.01%-34613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,662$201K0.01%new13F-HRTimeline
Fiduciary Group, LLC2,662$201K0.02%new13F-HRTimeline
180 WEALTH ADVISORS, LLC2,656$200K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.2,656$200K0.01%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC2,655$200K0.11%new13F-HRTimeline
Circle Wealth Management, LLC2,654$200K<0.01%new13F-HRTimeline
Bullock Wealth Management Group2,600$200K0.1%-813F-HRTimeline
AMERIFLEX GROUP, INC.2,624$198K0.07%+2,05513F-HRTimeline
Palisade Asset Management, LLC2,602$196K0.02%-49713F-HRTimeline
BNP PARIBASin group BNP PARIBAS2,600$196K0.01%+1,60013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.2,512$189K0.08%+1713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,436$184K0.25%013F-HRTimeline
Vinland Capital Management Gestora de R…2,395$181K2.33%new13F-HRTimeline
Tortoise Investment Management, LLC2,311$174K0.02%+3113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,302$174K0.07%-40313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,287$172K0.01%-24713F-HRTimeline
Grove Bank & Trust2,261$170K0.02%+9913F-HRTimeline
Salomon & Ludwin, LLC2,195$170K0.02%+63413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,157$163K<0.01%+813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,123$160K0.01%+513F-HRTimeline
City State Bank2,105$159K0.05%-19713F-HRTimeline
Quent Capital, LLC2,062$155K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,038$154K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,011$152K0.01%-18513F-HRTimeline
Roble, Belko & Company, Inc2,006$151K0.02%013F-HRTimeline
ESL Trust Services, LLC2,000$151K0.03%013F-HRTimeline
Robbins Farley2,000$151K0.06%013F-HRTimeline
DUNCKER STREETT & CO INC1,960$148K0.03%-5013F-HRTimeline
OAKWORTH CAPITAL, INC.1,949$147K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,928$145K0.01%+93913F-HRTimelineGroup
HighMark Wealth Management LLC1,917$145K0.06%+2013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,893$143K+356Timeline
GPS Wealth Strategies Group, LLC1,790$135K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,783$134K0.06%013F-HRTimeline
Legacy Bridge, LLC1,775$134K0.06%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,753$132K0.04%+1813F-HRTimeline
Asset Dedication, LLC1,741$131K0.01%+9613F-HRTimeline
NFSG Corp1,700$128K0.02%-4613F-HRTimeline
Gifford Fong Associates1,675$126K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,666$126K0.05%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,661$125K0.09%+613F-HRTimeline
Prestige Wealth Management Group LLC1,660$125K0.02%013F-HR/ATimeline
PINNEY & SCOFIELD, INC.1,657$125K0.08%-32513F-HRTimeline
Nemes Rush Group LLC1,640$124K0.01%-10013F-HRTimeline
SITTNER & NELSON, LLC1,607$121K0.04%+1,00013F-HRTimeline
North Capital, Inc.1,591$120K0.09%-313F-HRTimeline
2UniFi Bank1,572$119K0.06%-64513F-HRTimeline
MCF Advisors LLC1,482$112K0.01%+1,00813F-HRTimeline
Leonteq Securities AG1,471$111K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,467$110K0.02%-71913F-HRTimeline
Ameliora Wealth Management Ltd.1,440$109K0.04%new13F-HRTimeline
Bayforest Capital Ltd1,428$108K0.05%+1,11313F-HRTimeline
Eisler Capital Management Ltd.1,405$106K<0.01%-11,92213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…1,358$102K<0.01%-2,02913F-HR/ATimelineGroup
WFA Asset Management Corp1,620$102K0.06%-4413F-HRTimeline
MOTCO1,348$102K0.01%+1,00913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,344$101K<0.01%-33013F-HRTimelineGroup
Center for Financial Planning, Inc.1,341$101K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,340$101K0.06%+113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,336$101K0.02%-30613F-HRTimelineGroup
Golden State Wealth Management, LLC1,329$100K0.01%+11113F-HRTimeline
Hilltop National Bank1,325$99.9K0.02%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,324$99.8K0.05%-31413F-HRTimeline
United Community Bankin group United Community Bank1,317$99.3K0.03%-26013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV1,292$97K0.03%-3013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,500$96.5K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,248$94.1K0.09%-5913F-HRTimeline
Pinnacle Bancorp, Inc.1,219$91.9K0.03%+75113F-HRTimeline
JPL Wealth Management, LLC1,214$91.5K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,187$89K0.03%-49513F-HRTimeline
Coston, McIsaac & Partners1,187$89K0.02%+413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,179$88.9K0.01%+29413F-HRTimeline
CNB Bank1,179$88.9K0.04%+20713F-HRTimeline
WFA of San Diego, LLC1,177$88.7K0.06%-7513F-HRTimeline
First Pacific Financial1,171$88.3K0.01%-94513F-HRTimeline
Silvant Capital Management LLC1,169$88.1K<0.01%013F-HR/ATimeline
Rise Advisors, LLC1,152$86.8K0.03%+4613F-HRTimeline
Provenance Wealth Advisors, LLC1,151$86.8K0.01%013F-HRTimeline
Clean Yield Group1,140$85.9K0.02%013F-HRTimeline
Sachetta, LLC1,136$85.6K0.03%+23713F-HRTimeline
HHM Wealth Advisors, LLC1,130$85.2K0.01%-12713F-HRTimeline
Ball & Co Wealth Management Inc.1,137$85K0.06%+1213F-HRTimeline
Smallwood Wealth Investment Management,…1,117$84.2K0.04%013F-HRTimeline
True Wealth Design, LLC1,071$80.8K0.02%+65413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,064$80K<0.01%-16713F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,040$78.4K<0.01%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.1,000$75.4K0.03%new13F-HRTimeline
HOEY INVESTMENTS, INC1,000$75.4K0.01%+40013F-HRTimeline
LFA - Lugano Financial Advisors SA1,000$74.8K0.04%-14013F-HRTimeline
Financial Network Wealth Advisors LLC983$74.1K0.08%+5113F-HRTimeline
New England Capital Financial Advisors …976$73.6K0.03%+513F-HRTimeline
CITY HOLDING CO976$73.6K0.01%+1613F-HRTimeline
Millstone Evans Group, LLC928$70K0.04%-13013F-HRTimeline
GW&K Investment Management, LLC917$69K<0.01%-4113F-HRTimeline
Piscataqua Savings Bank915$69K0.05%-25613F-HRTimeline
Bangor Savings Bank905$68.2K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC887$66.9K0.04%-2,19713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co879$66.3K0.01%+24913F-HRTimeline
Glass Jacobson Investment Advisors llc845$63.7K0.02%+913F-HRTimeline
PFS Partners, LLC839$63.3K0.03%+3913F-HRTimeline
First Command Advisory Services, Inc.835$63K<0.01%-7413F-HRTimeline
Towne Trust Company, N.A833$62.8K0.02%013F-HRTimeline
Park Place Capital Corp828$62.4K0.01%+1513F-HRTimeline
Hemington Wealth Management834$62K0.01%+5413F-HRTimeline
Capital Advisors, Ltd. LLC819$62K0.01%-8313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN820$61.9K0.01%013F-HRTimeline
New Millennium Group LLC817$61.6K0.03%new13F-HRTimeline
Lummis Asset Management, LP800$60.3K0.04%013F-HRTimeline
Keener Financial Planning LLC783$59K0.03%013F-HRTimeline
Clearstead Trust, LLC779$58.7K0.01%-1313F-HRTimeline
Covestor Ltd724$55K0.03%-2413F-HRTimeline
ORG Partners LLC719$54.2K0.01%+25213F-HRTimeline
Financial Perspectives, Inc708$53.4K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co706$53.2K0.02%013F-HRTimeline
Heritage Wealth Advisors700$52.8K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC700$52.8K0.03%+20013F-HRTimeline
SJS Investment Consulting Inc.688$51.8K0.01%+64613F-HRTimeline
Plante Moran Financial Advisors, LLC662$49.9K<0.01%+2713F-HRTimeline
Financial Life Planners656$49.5K0.03%new13F-HRTimeline
WOLFF WIESE MAGANA LLC651$49.1K0.03%013F-HRTimeline
Hanson & Doremus Investment Management653$49K0.01%+15313F-HRTimeline
West Branch Capital LLC640$48.2K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.636$47.9K0.01%+36213F-HRTimeline
Bogart Wealth, LLC618$46.6K<0.01%+513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.615$46.4K<0.01%-8813F-HRTimeline
Rosenberg Matthew Hamilton608$45.8K0.01%013F-HRTimeline
PARK CIRCLE Co600$45.2K0.04%-40013F-HRTimeline
Murphy & Mullick Capital Management Corp599$45.2K0.03%-63113F-HRTimeline
TFC Financial Management, Inc.586$44.1K0.01%+5113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC581$43.8K0.01%+23313F-HRTimeline
FIRST COMMUNITY TRUST NA562$42.4K0.03%013F-HRTimeline
AllSquare Wealth Management LLC550$41.5K0.02%013F-HRTimeline