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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
Center For Asset Management LLC3,352$266K0.14%-25513F-HRTimeline
JFS WEALTH ADVISORS, LLC3,333$265K0.01%-18613F-HRTimeline
Corsicana & Co.3,330$264K0.15%-1,40013F-HRTimeline
SBI Securities Co., Ltd.3,328$264K0.01%+30713F-HRTimeline
Simmons Bankin group Simmons Bank3,328$264K0.02%-15013F-HRTimelineGroup
Independence Bank of Kentucky3,321$264K0.03%-3313F-HRTimeline
DLK Investment Management, LLC3,310$263K0.1%-713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,307$262K0.01%-2,35813F-HRTimeline
TWINBEECH CAPITAL LP3,300$262K0.02%new13F-HRTimeline
Belpointe Asset Management LLC3,289$261K0.01%-13013F-HRTimeline
Key Financial Inc3,286$261K0.05%013F-HRTimeline
Holistic Financial Partners3,265$259K0.09%-13213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,264$259K0.07%-80013F-HRTimeline
Penobscot Investment Management Company…3,261$259K0.02%-5013F-HRTimeline
Laraway Financial Advisors Inc3,256$258K0.17%-12513F-HRTimeline
Stonebridge Capital Advisors LLC3,254$258K0.02%-21113F-HRTimeline
Sound View Wealth Advisors Group, LLC3,252$258K0.02%+8413F-HRTimeline
New Covenant Trust Company, N.A.3,216$258K0.23%-12713F-HRTimeline
AGH Wealth Advisors, LLC3,229$256K0.19%-44813F-HRTimeline
Sepio Capital, LP3,228$256K0.01%-15913F-HRTimeline
LAWOOD & CO3,220$256K0.24%13F-HRTimeline
First Bancorp, Inc /ME/3,210$255K0.14%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC3,204$254K0.12%-39413F-HRTimeline
Flatrock Wealth Partners LLC3,201$254K0.12%13F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC3,195$254K0.17%013F-HRTimeline
Revolve Wealth Partners, LLC3,195$254K0.03%-18513F-HRTimeline
GK Wealth Management LLC3,181$252K0.18%-29613F-HRTimeline
AXS Investments LLC3,174$252K0.09%-80313F-HR/ATimeline
HOLDERNESS INVESTMENTS CO3,169$251K0.05%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,154$250K0.05%+1313F-HRTimeline
Topsail Wealth Management, LLC3,154$250K0.04%013F-HRTimeline
TOWER BRIDGE ADVISORS3,152$250K0.03%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,150$250K0.01%new13F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC3,128$248K0.02%-55013F-HRTimeline
Connecticut Wealth Management, LLC3,125$248K0.01%013F-HRTimeline
Blueshift Asset Management, LLC3,125$248K0.07%-2,96013F-HRTimeline
Cercano Management LLC3,119$248K0.01%-26313F-HRTimeline
Joel Isaacson & Co., LLC3,118$247K0.01%013F-HRTimeline
Great Point Wealth Advisors, LLC3,106$246K0.04%013F-HRTimeline
Triad Wealth Partners, LLC3,102$246K0.02%new13F-HRTimeline
SENTINEL TRUST CO LBA3,095$246K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,087$245K0.01%-4613F-HRTimeline
Main Street Financial Solutions, LLC3,085$245K0.02%-25113F-HRTimeline
Blackston Financial Advisory Group, LLC3,079$244K0.15%-20713F-HRTimeline
Texas Bank & Trust Co3,062$243K0.09%013F-HRTimeline
Hemenway Trust Co LLC3,053$242K0.02%-10013F-HRTimeline
First Heartland Consultants, Inc.3,043$241K0.02%+513F-HRTimeline
Ipswich Investment Management Co., Inc.3,039$241K0.06%013F-HRTimeline
T. Rowe Price Investment Management, In…3,034$241K<0.01%-37613F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,028$240K0.08%+2,76513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,023$240K0.06%new13F-HRTimelineGroup
Moss Adams Wealth Advisors LLC3,016$239K0.02%+13513F-HRTimeline
LORD, ABBETT & CO. LLC3,012$239K<0.01%+34413F-HRTimeline
Windsor Capital Management, LLC3,010$239K0.07%013F-HRTimeline
MIdWestOne Financial Group, Inc.3,008$239K0.03%-11113F-HRTimeline
Secure Asset Management, LLC3,007$239K0.04%+1113F-HRTimeline
Shay Capital LLC3,000$238K0.04%-2,00013F-HRTimeline
American National Bank of Texas3,000$238K0.23%013F-HRTimeline
Acorns Advisers, LLC3,003$238K<0.01%+11913F-HRTimeline
Birch Capital Management, LLC2,988$237K0.12%013F-HRTimeline
Lighthouse Financial LLC2,979$236K0.15%013F-HRTimeline
Basecamp Wealth Advisors LLC2,971$236K0.05%13F-HRTimeline
Avior Wealth Management, LLC2,948$234K0.01%new13F-HRTimeline
VeraBank, N.A.2,932$233K0.04%-56213F-HRTimeline
New Republic Capital, LLC2,932$233K0.06%new13F-HRTimeline
Wealth Architects, LLC2,913$231K0.02%+3313F-HRTimeline
FIRST MERCHANTS CORP2,909$231K0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC2,903$230K0.02%+14913F-HRTimeline
WealthShield Partners, LLC2,901$230K0.03%+1313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,901$230K0.02%-17413F-HRTimelineGroup
MIDDLETON & CO INC/MA2,900$230K0.02%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,900$230K0.02%+2613F-HRTimeline
Cypress Wealth Services, LLC2,889$229K0.03%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,885$229K0.07%+1213F-HRTimeline
LeClair Wealth Partners LLC2,885$229K0.13%+1513F-HRTimeline
EagleClaw Capital Managment, LLC2,880$229K0.03%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC2,869$228K0.01%new13F-HRTimeline
Tranquilli Financial Advisor LLC2,863$227K0.13%+10313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,860$227K0.04%13F-HRTimeline
Sunburst Financial Group, LLC2,854$226K0.05%-3513F-HRTimeline
Sound Income Strategies, LLC2,880$226K0.01%+14413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,849$226K0.09%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,840$225K0.1%013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC2,827$224K0.03%+10413F-HRTimeline
Rossby Financial, LCC2,824$224K0.07%-29813F-HRTimeline
Facet Wealth, Inc.3,025$224K<0.01%new13F-HRTimeline
Keudell/Morrison Wealth Management2,818$224K0.05%13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,803$222K0.04%new13F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.2,797$222K<0.01%-34,79213F-HRTimelineGroup
Northwest Bancshares, Inc.2,794$222K0.04%013F-HRTimeline
WHITE PINE CAPITAL LLC2,787$221K0.06%013F-HRTimeline
TT Capital Management LLC2,784$221K0.18%-18913F-HRTimeline
Shulman DeMeo Asset Management LLC2,781$221K0.05%+2113F-HRTimeline
DT Investment Partners, LLC2,777$220K0.02%013F-HRTimeline
HFG Advisors, Inc.2,773$220K0.16%013F-HRTimeline
HOWE & RUSLING INC2,756$219K0.01%-12713F-HRTimeline
Clarius Group, LLC2,755$219K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,751$218K0.01%+1113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,743$218K0.02%+1513F-HRTimelineGroup
Fielder Capital Group LLC2,739$217K0.05%-1313F-HRTimeline
Keystone Financial Services2,733$217K0.07%-913F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC2,751$217K0.2%13F-HRTimeline
Caliber Wealth Management, LLC / KS2,731$217K0.02%new13F-HRTimeline
Spartan Planning & Wealth Management2,728$217K0.16%-4213F-HRTimeline
SUTTON PLACE INVESTORS LLC2,717$216K0.12%+6213F-HRTimeline
HCR Wealth Advisors2,708$215K0.02%new13F-HRTimeline
W ADVISORS, LLC2,708$215K0.11%013F-HRTimeline
Circle Wealth Management, LLC2,694$214K<0.01%+4013F-HRTimeline
GM Advisory Group, LLC2,693$214K0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC2,691$214K0.11%new13F-HRTimeline
Centurion Wealth Management LLC2,689$213K0.05%-5713F-HRTimeline
Tempus Wealth Planning, LLC2,685$213K0.05%-8013F-HRTimeline
Avantax Planning Partners, Inc.2,685$213K0.01%+2913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,683$213K0.14%-5313F-HRTimeline
Quadcap Wealth Management, LLC2,681$213K0.02%new13F-HRTimeline
ANCHYRA PARTNERS LLC2,678$213K0.07%13F-HRTimeline
Arvest Bank Trust Division2,676$212K0.01%-21313F-HRTimeline
Thrive Wealth Management, LLC2,673$212K0.03%new13F-HRTimeline
Balboa Wealth Partners2,673$212K0.04%new13F-HRTimeline
WINCAP FINANCIAL LLC2,672$212K0.15%-17,76113F-HRTimeline
180 WEALTH ADVISORS, LLC2,671$212K0.02%+1513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,662$211K0.01%013F-HRTimeline
Fiduciary Group, LLC2,662$211K0.02%013F-HRTimeline
Long Island Wealth Management, Inc.2,658$211K0.1%-7013F-HRTimeline
Thomasville National Bank2,654$211K0.01%-1,07013F-HRTimeline
Next Level Private LLC2,645$210K0.06%-5013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,643$210K0.02%-2,63713F-HRTimeline
CHAPIN DAVIS, INC.2,642$210K0.05%new13F-HRTimeline
EWA, LLC2,642$210K0.05%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,631$209K0.02%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,623$208K0.02%-14,66613F-HRTimeline
Formidable Asset Management, LLC2,760$208K0.03%-33513F-HRTimeline
Stockman Wealth Management, Inc.2,608$207K0.02%new13F-HR/ATimeline
Bullock Wealth Management Group2,607$207K0.1%+713F-HRTimeline
Palisade Asset Management, LLC2,602$206K0.02%013F-HRTimeline
DF DENT & CO INC2,601$206K<0.01%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC2,600$206K0.09%-50013F-HRTimeline
Quilter Plcin group Quilter Plc2,595$206K<0.01%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management2,593$206K0.06%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,592$206K0.03%new13F-HRTimeline
Tactive Advisors, LLC2,580$205K0.06%new13F-HRTimeline
Financial & Tax Architects, LLC2,577$205K0.05%new13F-HRTimeline
S Harris Financial Group, LLC2,570$204K0.2%13F-HRTimeline
Mission Creek Capital Partners, Inc.5,396$203K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,562$203K0.07%-13513F-HRTimeline
McKinley Carter Wealth Services, Inc.2,552$203K0.01%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,543$202K0.16%new13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC2,539$201K0.05%new13F-HR/ATimeline
ELCO Management Co., LLC2,521$200K0.13%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,511$199K0.16%+2,38913F-HRTimeline
Avalon Trust Co2,490$198K0.01%-27613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,490$198K0.01%+1,45013F-HRTimelineGroup
Strive Financial Group ,LLC2,485$197K0.1%13F-HR/ATimeline
Steigerwald, Gordon & Koch Inc.2,376$189K0.02%+33813F-HRTimeline
UNION SAVINGS BANK2,313$184K0.08%13F-HRTimeline
Quent Capital, LLC2,269$180K0.01%+20713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,202$175K0.07%-31013F-HRTimeline
Salomon & Ludwin, LLC2,145$173K0.02%-5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,171$172K0.01%+16013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,132$169K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,123$168K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,087$166K0.09%-53713F-HRTimeline
Grove Bank & Trust2,060$163K0.02%-20113F-HRTimeline
New Millennium Group LLC2,037$162K0.07%+1,22013F-HRTimeline
Roble, Belko & Company, Inc2,006$159K0.02%013F-HRTimeline
ESL Trust Services, LLC2,000$159K0.03%013F-HRTimeline
Robbins Farley2,000$159K0.07%013F-HRTimeline
City State Bank1,980$157K0.04%-12513F-HRTimeline
DUNCKER STREETT & CO INC1,960$156K0.03%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,955$155K<0.01%-20213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,953$155K0.01%-33413F-HRTimeline
OAKWORTH CAPITAL, INC.1,949$155K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,935$154K0.05%+68713F-HRTimeline
Legacy Bridge, LLC1,918$152K0.06%+14313F-HRTimeline
HighMark Wealth Management LLC1,884$149K0.06%-3313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,824$145K0.01%-10413F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding1,800$143K-1,155Timeline
Colonial Trust Advisorsgroup of 2 filers holding1,790$142K-103Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,783$141K0.07%013F-HRTimeline
SHP Wealth Management1,770$140K0.01%13F-HRTimeline
DV EQUITIES, LLC1,770$140K0.03%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,768$140K0.04%+1513F-HRTimeline
Nemes Rush Group LLC1,722$137K0.01%+8213F-HRTimeline
Asset Dedication, LLC1,717$136K0.01%-2413F-HRTimeline
SITTNER & NELSON, LLC1,707$134K0.05%+10013F-HRTimeline
Leonteq Securities AG1,682$133K0.01%+21113F-HRTimeline
Gifford Fong Associates1,675$133K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,666$132K0.05%013F-HRTimelineGroup
AlphaCentric Advisors LLC1,550$123K0.12%13F-HRTimeline
CITY HOLDING CO1,517$120K0.01%+54113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,529$120K0.04%+34213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,519$120K0.02%+5213F-HRTimeline
2UniFi Bank1,507$120K0.06%-6513F-HRTimeline
PINNEY & SCOFIELD, INC.1,507$120K0.07%-15013F-HRTimeline
Ameliora Wealth Management Ltd.1,440$114K0.03%013F-HRTimeline
1015 Capital Partners, LLC1,383$110K0.11%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,361$108K<0.01%+1713F-HRTimelineGroup
MOTCO1,348$107K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,348$107K0.02%+16913F-HRTimeline
Center for Financial Planning, Inc.1,341$106K0.01%013F-HRTimeline