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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
CONSULTIVA WEALTH MANAGEMENT, CORP.222$15.3K0.05%013F-HRTimeline
Global Trust Asset Management, LLC224$15.2K0.01%013F-HRTimeline
Promus Capital, LLC217$15K0.01%013F-HR/ATimeline
Union Bancaire Privee, UBP SA213$14.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL208$14.3K<0.01%013F-HRTimeline
Boreal Capital Management LLC205$14.1K0.01%13F-HRTimeline
West Financial Advisors, LLC203$14K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC200$14K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.197$14K<0.01%+1613F-HRTimeline
Cherry Tree Wealth Management, LLC202$13.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC201$13.9K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC200$13.8K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…200$13.8K<0.01%013F-HRTimeline
Abound Wealth Management194$13.4K<0.01%013F-HRTimeline
YANKCOM Partnership190$13.1K0.01%013F-HRTimeline
Activest Wealth Management185$12.8K<0.01%-10913F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.185$12.8K0.01%-1313F-HRTimeline
DHJJ Financial Advisors, Ltd.173$12K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC172$11.9K<0.01%+713F-HRTimeline
Kilter Group LLC172$11.9K0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.170$11.7K0.01%-2,61013F-HRTimeline
Strategic Wealth Investment Group, LLC166$11.5K0.02%new13F-HRTimeline
Financial Freedom, LLC157$10.8K0.01%-10613F-HRTimeline
DiNuzzo Private Wealth, Inc.154$10.6K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC151$10.4K<0.01%+1113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT150$10.3K<0.01%013F-HRTimeline
MRP Capital Investments, LLC150$10.3K0.01%new13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…150$10.3K<0.01%-15013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP147$9.94K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC144$9.64K<0.01%+6013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.137$9.45K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC130$8.96K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC128$8.83K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.125$8.62K0.01%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC125$8.62K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC119$8.21K0.01%013F-HRTimeline
Bernard Wealth Management Corp.117$8.07K<0.01%-3113F-HRTimeline
WealthTrak Capital Management LLC115$7.93K0.01%+1513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC108$7.45K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC107$7.38K<0.01%+5213F-HRTimeline
Dynamic Wealth Strategies, LLC107$7.38K0.01%-213F-HRTimeline
Putney Financial Group LLC107$7.38K0.01%+313F-HR/ATimeline
HFM Investment Advisors, LLC105$7.25K<0.01%+1413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…101$7.04K<0.01%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…102$7K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.100$6.9K<0.01%new13F-HRTimeline
Richardson Capital Management LLC100$6.9K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC100$6.9K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$6.9K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC100$6.9K<0.01%013F-HRTimeline
Hughes Financial Services, LLC105$6.67K<0.01%-2313F-HRTimeline
Transce3nd, LLC95$6.55K<0.01%+1313F-HRTimeline
Global Wealth Strategies & Associates94$6.48K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC92$6.35K<0.01%-913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…91$6.28K<0.01%+1813F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…91$6.28K<0.01%013F-HRTimeline
JDM Financial Group LLC90$6.21K<0.01%013F-HRTimeline
Stephens Consulting, LLC89$6.14K<0.01%-6613F-HRTimeline
ALERUS FINANCIAL NA89$6.14K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC89$6.14K<0.01%+6013F-HRTimeline
Ridgewood Investments LLC86$5.93K<0.01%-33013F-HRTimeline
Beaird Harris Wealth Management, LLC85$5.89K<0.01%+4813F-HRTimeline
N.E.W. Advisory Services LLC81$5.59K<0.01%-813F-HRTimeline
Wealth Preservation Advisors, LLC78$5.38K<0.01%+1713F-HRTimeline
Robinswood Financial LLC72$4.97K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC70$4.83K<0.01%013F-HRTimeline
Pineridge Advisors LLC69$4.77K<0.01%+113F-HRTimeline
Caitong International Asset Management …69$4.76K<0.01%-1613F-HRTimeline
Clark Wealth Partners64$4.42K<0.01%013F-HRTimeline
Kozak & Associates, Inc.64$4.29K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC58$4.04K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC58$4K<0.01%+1513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$4K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC56$3.86K<0.01%+2413F-HRTimeline
WestEnd Advisors, LLC54$3.73K<0.01%+513F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.54$3.73K<0.01%-26913F-HR/ATimelineGroup
OLD SECOND NATIONAL BANK OF AURORA52$3.59K<0.01%013F-HRTimeline
NVWM, LLC49$3.38K<0.01%+1013F-HRTimeline
Bay Harbor Wealth Management, LLC47$3.24K<0.01%+3013F-HRTimeline
Silicon Valley Capital Partners46$3.17K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.42$2.87K<0.01%-4413F-HRTimeline
Catherine Avery Investment Management L…41$2.83K<0.01%-3213F-HRTimeline
IMG Wealth Management, Inc.39$2.69K<0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.38$2.62K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.38$2.62K<0.01%new13F-HRTimeline
MASECO LLP37$2.57K<0.01%13F-HRTimeline
Fairscale Capital, LLC39$2.45K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.34$2.38K<0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.32$2.21K<0.01%013F-HRTimeline
J.Safra Asset Management Corp32$2.21K<0.01%+1913F-HR/ATimeline
Gitterman Wealth Management, LLC29$2.02K<0.01%new13F-HRTimeline
Graney & King, LLC29$2.01K<0.01%013F-HRTimeline
10Elms LLP28$1.95K<0.01%-3513F-HRTimeline
Legacy Investment Solutions, LLC28$1.93K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28$1.93K<0.01%-27413F-HRTimelineGroup
Talon Private Wealth, LLC28$1.93K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC27$1.86K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.25$1.73K<0.01%new13F-HRTimeline
American Capital Advisory, LLC25$1.73K<0.01%+1413F-HRTimeline
PayPay Securities Corp24$1.66K0.08%013F-HRTimeline
Tradewinds Capital Management, LLC23$1.59K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC22$1.52K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC22$1.5K<0.01%-2513F-HRTimeline
Mountain Hill Investment Partners Corp.21$1.43K<0.01%-39913F-HRTimeline
Riggs Asset Managment Co. Inc.20$1.38K<0.01%013F-HRTimeline
Binnacle Investments Inc19$1.31K<0.01%013F-HRTimeline
Bare Financial Services, Inc18$1.24K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.17K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC17$1.17K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.15$1.03K<0.01%+613F-HRTimeline
Hara Capital LLC14$966<0.01%-56513F-HRTimeline
Clarity Asset Management, Inc.12$844<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.7$515<0.01%new13F-HRTimeline
Bellwether Advisors, LLC6$414<0.01%new13F-HRTimeline
Fairman Group, LLC5$345<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC3$234<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$172<0.01%-1713F-HRTimelineGroup
Kessler Investment Group, LLC2$138<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$138<0.01%-2613F-HRTimeline
RMG Wealth Management LLC2$132<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.