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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
AXS Investments LLC2,206$228K0.06%-44413F-HRTimeline
SEVEN MILE ADVISORY2,206$228K0.15%new13F-HRTimeline
Institute for Wealth Management, LLC.2,206$228K0.02%new13F-HRTimeline
Taylor Hoffman Capital Management LLC2,202$228K0.06%new13F-HRTimeline
WealthCare Investment Partners, LLC2,201$228K0.06%new13F-HRTimeline
Quantessence Capital LLC2,200$228K0.67%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,200$228K0.02%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC2,196$227K0.18%new13F-HRTimeline
USAdvisors Wealth Management, LLC2,198$227K0.07%new13F-HRTimeline
Plancorp, LLC2,138$226K0.01%new13F-HRTimeline
NTV Asset Management LLC2,187$226K0.02%new13F-HRTimeline
SWISS RE LTDin group SWISS RE LTD2,187$226K0.02%+1,86013F-HRTimelineGroup
Stockman Wealth Management, Inc.2,185$226K0.02%new13F-HRTimeline
Certified Advisory Corp2,175$225K0.02%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,174$225K0.06%new13F-HRTimelineGroup
Salomon & Ludwin, LLC2,145$225K0.02%013F-HRTimeline
Aries Wealth Management2,170$224K0.04%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,162$224K0.02%new13F-HRTimeline
Sagewood Asset Management LP2,160$223K0.05%new13F-HRTimeline
SHP Wealth Management2,157$223K0.02%+26413F-HRTimeline
Cercano Management LLC2,155$223K0.03%new13F-HR/ATimeline
Drucker Wealth 3.0, LLC2,151$223K0.04%new13F-HRTimeline
ELCO Management Co., LLC2,149$222K0.1%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST2,148$222K0.08%-7813F-HRTimeline
Old North State Trust, LLC2,147$222K0.11%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC2,144$222K0.07%new13F-HRTimeline
Rossby Financial, LCC2,141$221K0.04%-1,31913F-HRTimeline
Nabity-Jensen Investment Management Inc2,127$220K0.13%new13F-HRTimeline
Chatterton & Associates Inc.2,134$219K0.13%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,120$219K0.03%new13F-HRTimeline
Clean Yield Group2,118$219K0.05%+97813F-HRTimeline
Capital Asset Advisory Services LLC2,112$218K0.01%new13F-HRTimeline
Axxion S.A.2,094$217K0.02%13F-HRTimeline
Mayfair Advisory Group, LLC2,009$216K0.07%new13F-HRTimeline
Berger Financial Group, Inc2,083$215K0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.2,081$215K0.03%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,076$215K0.01%-88513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,074$215K<0.01%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,072$214K0.01%-10813F-HRTimelineGroup
SUMMITRY LLC2,061$213K0.01%new13F-HRTimeline
Summit Financial Strategies, Inc.2,057$213K0.01%new13F-HRTimeline
Yoffe Investment Management, LLC2,057$213K0.24%new13F-HRTimeline
ALTFEST L J & CO INC2,056$213K0.02%new13F-HRTimeline
American Trust2,053$212K0.02%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,045$212K0.01%new13F-HRTimeline
Marion Wealth Management2,045$212K0.04%new13F-HRTimeline
Fort Point Capital Partners LLC2,036$211K0.02%new13F-HRTimeline
Taylor Financial Group, Inc.2,034$210K0.12%new13F-HRTimeline
Investment Advisory Group, LLC2,034$210K0.05%new13F-HRTimeline
Lynx Investment Advisory2,033$210K0.07%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,029$210K0.08%-1513F-HRTimeline
Verum Partners LLC2,023$209K0.03%new13F-HRTimeline
Balboa Wealth Partners2,018$209K0.03%new13F-HRTimeline
Valmark Advisers, Inc.2,014$208K<0.01%new13F-HRTimeline
TOWER BRIDGE ADVISORS2,002$207K0.02%new13F-HRTimeline
Roble, Belko & Company, Inc2,000$207K0.02%-613F-HRTimeline
ESL Trust Services, LLC2,000$207K0.04%013F-HRTimeline
Walker Asset Management, LLC2,000$207K0.1%new13F-HRTimeline
Cherokee Insurance Co2,000$207K0.08%new13F-HRTimeline
Focused Wealth Management, Inc1,999$207K0.02%new13F-HRTimeline
LeConte Wealth Management, LLC1,996$206K0.11%new13F-HRTimeline
Intellus Advisors LLC1,992$206K0.03%new13F-HRTimeline
Chesley Taft & Associates LLC1,989$206K0.01%new13F-HRTimeline
KLCM Advisors, Inc.1,987$206K0.02%new13F-HRTimeline
QTR Family Wealth, LLC1,985$205K0.07%new13F-HRTimeline
Old Port Advisors1,983$205K0.04%new13F-HRTimeline
WealthPlan Investment Management, LLC1,972$204K0.01%new13F-HRTimeline
Essential Planning, LLC.1,969$204K0.06%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,967$203K0.02%new13F-HRTimeline
TMB Capital Partners, LLC1,963$203K0.06%new13F-HRTimeline
DUNCKER STREETT & CO INC1,960$203K0.03%013F-HRTimeline
Welch Group, LLC1,956$202K0.01%new13F-HRTimeline
Pacific Sage Partners, LLC1,951$202K0.03%new13F-HRTimeline
SHUFRO ROSE & CO LLC1,950$202K0.01%new13F-HRTimeline
Aureus Asset Management, LLC1,948$202K0.01%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,944$201K0.08%new13F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,934$200K<0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,922$199K<0.01%-713F-HRTimeline
CENTAURUS FINANCIAL, INC.1,902$197K0.01%+1813F-HRTimeline
PlanVest Financial, Inc1,833$190K0.13%+213F-HRTimeline
Nemes Rush Group LLC1,828$189K0.02%013F-HRTimeline
EFG International AGin group EFG International AG1,822$188K<0.01%+85913F-HRTimelineGroup
Golden State Wealth Management, LLC1,805$187K0.02%+24213F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,800$186K<0.01%13F-HRTimelineGroup
Robbins Farley1,800$186K0.07%-20013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,798$186K0.05%+1413F-HRTimeline
Legacy Bridge, LLC1,775$184K0.06%013F-HRTimeline
SITTNER & NELSON, LLC1,729$179K0.06%+2213F-HRTimeline
Grove Bank & Trust1,720$178K0.02%-24913F-HRTimeline
Kemnay Advisory Services Inc.1,719$178K0.02%-60413F-HRTimeline
AlphaCentric Advisors LLC1,705$176K0.15%+9013F-HRTimeline
West Family Investments, Inc.22,696$176K0.05%-30313F-HRTimeline
City State Bank1,643$170K0.04%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,594$165K0.01%-3013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,571$163K0.01%-60013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,537$160K0.04%-29813F-HRTimeline
Owl Creek Wealth Partners LLC1,523$158K0.05%+1013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,516$157K0.02%+3313F-HRTimeline
Hilltop National Bank1,503$155K0.03%013F-HRTimeline
Ameliora Wealth Management Ltd.1,440$149K0.04%013F-HRTimeline
Private Wealth Management Group, LLC1,405$145K0.03%+1,03713F-HRTimeline
Frazier Financial Advisors, LLC1,391$144K0.07%+5313F-HRTimeline
1015 Capital Partners, LLC1,385$143K0.12%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,381$143K<0.01%+76713F-HRTimelineGroup
MOTCO1,376$142K0.01%-3013F-HRTimeline
HighMark Wealth Management LLC1,374$142K0.05%+1113F-HRTimeline
Hickory Point Bank & Trust1,372$142K0.09%-12513F-HRTimeline
CITY HOLDING CO1,360$141K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,350$140K0.07%-15713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,348$139K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,345$139K0.02%+44813F-HR/ATimeline
Center for Financial Planning, Inc.1,341$139K0.01%013F-HRTimeline
Sachetta, LLC1,333$138K0.07%+13113F-HRTimeline
Essential Partners LLC1,321$137K0.06%-10613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,315$136K0.06%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,304$135K0.06%-17,64013F-HRTimeline
JPL Wealth Management, LLC1,291$134K0.03%+3713F-HRTimeline
Bayforest Capital Ltd1,268$131K0.12%-3,54613F-HRTimeline
Keating Financial Advisory Services, In…1,252$130K0.02%+48413F-HRTimeline
Bruce G. Allen Investments, LLC1,215$126K0.08%-1413F-HRTimeline
Heritage Wealth Advisors1,200$124K<0.01%+50013F-HRTimeline
Anchor Bay Capital, Inc.1,265$121K0.07%13F-HRTimeline
Silvant Capital Management LLC1,169$121K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC1,158$120K0.03%new13F-HRTimeline
Provenance Wealth Advisors, LLC1,148$119K0.01%+713F-HRTimeline
CNB Bank1,146$119K0.05%013F-HRTimeline
VESTOR CAPITAL, LLC1,008$117K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…1,117$116K0.05%013F-HRTimeline
OBSIDIAN CIO, LLC1,112$115K0.09%new13F-HRTimeline
First Command Advisory Services, Inc.1,098$114K<0.01%+7413F-HRTimeline
True Wealth Design, LLC1,085$112K0.03%-8013F-HRTimeline
Silver Grove Financial Group, Inc.1,078$112K0.06%+1,07013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,066$110K0.04%-50013F-HRTimelineGroup
Hilton Head Capital Partners, LLC1,025$106K0.05%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,012$105K<0.01%-1613F-HRTimelineGroup
Aberdeen Wealth Management LLC1,004$104K0.05%new13F-HRTimeline
Activest Wealth Management998$103K0.02%+74513F-HRTimeline
Continuum Advisory, LLC991$103K0.01%-79,74513F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…978$101K0.04%+17813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc968$100K0.03%+813F-HRTimeline
Buck Wealth Strategies, LLC955$98.8K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.953$98.6K0.02%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV954$98K0.02%-4313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…947$98K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC935$96.7K0.01%+6213F-HRTimeline
Asset Dedication, LLC934$96.6K0.01%-46313F-HRTimeline
Millstone Evans Group, LLC928$96K0.05%013F-HRTimeline
GW&K Investment Management, LLC916$95K<0.01%-2013F-HRTimeline
Financial Network Wealth Advisors LLC916$94.8K0.1%-14013F-HRTimeline
Quarry LP910$94.1K0.01%-3,52713F-HRTimeline
Bangor Savings Bank905$93.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton899$93K0.02%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC896$92.7K0.02%-11313F-HRTimeline
Bogart Wealth, LLC890$92K<0.01%+11813F-HRTimeline
Coston, McIsaac & Partners887$91K0.02%-5113F-HRTimeline
Park Place Capital Corp878$90.8K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…825$85.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC820$85K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.819$84.7K0.01%+14813F-HRTimeline
Lummis Asset Management, LP800$84.2K0.05%013F-HRTimeline
RHL GROUP, LLC807$83.1K0.07%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC801$82.9K0.04%+10113F-HRTimeline
BAYBAN801$82.9K0.06%013F-HRTimeline
Birch Capital Management, LLC789$81.6K0.04%013F-HRTimeline
New England Capital Financial Advisors …788$81.5K0.02%-9713F-HRTimeline
Triumph Capital Management776$80.3K0.01%+5913F-HRTimeline
West Branch Capital LLC756$78.2K0.02%+16613F-HRTimeline
Ares Financial Consulting, LLC752$77.8K0.06%+3613F-HRTimeline
Piscataqua Savings Bank742$76.8K0.05%-9013F-HRTimeline
Westfuller Advisors, LLC740$76.6K0.03%+50513F-HRTimeline
Clearstead Trust, LLC734$75.9K0.01%013F-HRTimeline
Trust Co716$74.1K0.01%013F-HRTimeline
Financial Perspectives, Inc708$73.2K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS706$72.4K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC695$71.9K0.01%-25713F-HRTimeline
Indiana Trust & Investment Management Co680$70.3K0.02%013F-HRTimeline
Financial Life Planners668$69.1K0.04%+413F-HRTimeline
MidFirst Bank667$69K<0.01%-3313F-HRTimeline
SJS Investment Consulting Inc.666$68.9K0.01%-3713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.658$68.1K0.01%+2213F-HR/ATimeline
Hanson & Doremus Investment Management653$68K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC651$67.3K0.03%013F-HRTimeline
First Pacific Financial649$67.2K0.01%-22913F-HRTimeline
Plante Moran Financial Advisors, LLC642$66.4K<0.01%+613F-HRTimeline
ENTRUST FINANCIAL LLC639$66.1K0.04%-6413F-HRTimeline
Measured Wealth Private Client Group, L…636$65.8K0.02%-1,22513F-HRTimeline
WELLINGTON-ALTUS USA INC.905$65K0.05%013F-HRTimeline
FINANCIAL CONSULATE, INC626$64.8K0.01%+5713F-HRTimeline
Prosperity Bancshares Inc617$63.8K0.04%-7413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich615$63.7K<0.01%-1,14813F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…613$63.4K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN611$63.3K0.01%-10013F-HRTimeline
Princeton Global Asset Management LLC606$62.7K0.01%-2113F-HRTimeline
Pinnacle Bancorp, Inc.606$62.7K0.02%013F-HRTimeline
Monetary Solutions, Ltd600$62.1K0.05%013F-HRTimeline
Beutel, Goodman & Co Ltd.600$62K<0.01%-5,26513F-HRTimeline
Strive Financial Group ,LLC582$60.2K0.03%-8513F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC573$59.2K0.02%+113F-HRTimeline
Hamrick Investment Counsel, llc564$58.4K0.04%+413F-HRTimeline
FIRST COMMUNITY TRUST NA562$58.1K0.03%013F-HRTimeline