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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,833 managers (1,883 13F filers) reported a position in CVS shares at 2026-03-31, 1,105,722,116 shares in all. 128 filers opened a position and 197 filers sold out during the quarter.

Managers
1,833
13F filers
1,883
New
128
Added
734
Reduced
747
Sold out
197
Shares held by filers
1,105,722,116

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SJS Investment Consulting Inc.703$50.5K0.01%-1113F-HRTimeline
Heritage Wealth Advisors700$50.3K<0.01%013F-HRTimeline
Board of the Pension Protection Fund700$50.3K0.05%-20013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC700$50.3K0.03%013F-HRTimeline
MidFirst Bank700$50.3K<0.01%-2,80313F-HRTimeline
Prosperity Bancshares Inc691$49.6K0.04%+15413F-HRTimeline
Indiana Trust & Investment Management Co680$48.8K0.02%013F-HRTimeline
Innovative Asset Advisors Group, LLC675$48.5K0.03%13F-HRTimeline
Physician Wealth Advisors, Inc.671$48.2K0.01%-5713F-HRTimeline
Strive Financial Group ,LLC667$48K0.03%-1,81813F-HRTimeline
Financial Life Planners664$47.7K0.04%new13F-HRTimeline
Hanson & Doremus Investment Management653$47K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC651$46.8K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC636$45.7K<0.01%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.636$45.7K<0.01%+613F-HRTimeline
Princeton Global Asset Management LLC627$45.1K0.01%-17913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P614$44.1K<0.01%-74713F-HRTimelineGroup
Pinnacle Bancorp, Inc.606$43.5K0.01%-61313F-HRTimeline
Monetary Solutions, Ltd600$43.1K0.04%013F-HRTimeline
West Branch Capital LLC590$42.4K0.01%013F-HRTimeline
Caldwell Trust Co580$41.7K<0.01%-5013F-HRTimeline
TD Capital Management LLC578$41.5K<0.01%-12013F-HRTimeline
GILL CAPITAL PARTNERS, LLC572$41.1K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC569$40.9K0.01%+7013F-HRTimeline
FIRST COMMUNITY TRUST NA562$40.4K0.03%013F-HRTimeline
Hamrick Investment Counsel, llc560$40.2K0.02%+513F-HRTimeline
Whipplewood Advisors, LLC554$39.8K0.02%+15413F-HRTimeline
STEPH & CO545$39.1K0.01%+9913F-HRTimeline
Mascoma Wealth Management LLC545$39.1K0.01%+313F-HRTimeline
Murphy & Mullick Capital Management Corp539$38.7K0.03%+2613F-HRTimeline
ATWOOD & PALMER INC535$38.4K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC525$37.7K0.01%013F-HRTimeline
Main Street Group, LTD522$37.5K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC454$36.6K<0.01%+24513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$35.9K0.02%013F-HRTimeline
Pillar Financial Advisors, LLC500$35.9K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.494$35.5K0.01%+9413F-HRTimeline
Fortitude Family Office, LLC493$35.4K0.01%+19513F-HRTimeline
Standard Family Office LLC488$35K0.04%013F-HRTimeline
FNY Investment Advisers, LLC500$35K0.02%-5,40013F-HRTimeline
Covestor Ltd486$35K0.02%-18513F-HRTimeline
Canton Hathaway, LLC486$34.9K0.01%-2113F-HRTimeline
J.Safra Asset Management Corp480$34.5K<0.01%+18213F-HRTimeline
Costello Asset Management, INC479$34.4K0.01%+213F-HRTimeline
Godfrey Financial Associates, Inc.478$34.3K0.03%013F-HRTimeline
Battery Global Advisors, LLC478$34.3K0.02%+46713F-HRTimeline
SWAN Capital LLC478$34.3K0.01%+23613F-HRTimeline
Roxbury Financial LLC463$33.3K0.03%+113F-HRTimeline
TFC Financial Management, Inc.463$33.3K<0.01%+11413F-HRTimeline
Boreal Capital Management LLC451$32.4K0.03%013F-HRTimeline
FIRST FINANCIAL CORP /IN/450$32.3K0.01%-5013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …448$32.2K0.02%new13F-HRTimeline
Front Row Advisors LLC439$31.5K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.438$31.5K0.03%013F-HRTimeline
Cedar Mountain Advisors, LLC436$31.3K0.01%+6513F-HRTimeline
Investors Portfolio Services LLC436$31.3K0.03%-19613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH435$31.2K0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.435$31.2K<0.01%+24113F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC433$31.1K<0.01%-8713F-HRTimeline
Stone House Investment Management, LLC430$30.9K0.01%+1713F-HRTimeline
Bell Investment Advisors, Inc414$29.7K<0.01%+11213F-HRTimeline
WealthCollab, LLC411$29.5K0.01%013F-HRTimeline
GoalVest Advisory LLC408$29.3K0.01%013F-HRTimeline
WPG Advisers, LLC406$29.2K0.02%+913F-HRTimeline
United Community Bankin group United Community Bank404$29K0.01%-1013F-HRTimelineGroup
Dogwood Wealth Management LLC395$28.4K0.01%+2513F-HRTimeline
Global Trust Asset Management, LLC387$27.8K0.01%+30013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC382$27.4K<0.01%+1013F-HRTimelineGroup
Private Wealth Management Group, LLC368$26.4K0.01%+4813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC354$25.4K0.01%+1013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…350$25K0.01%013F-HR/ATimeline
Sankala Group LLC350$24.9K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department346$24.9K0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC340$24.4K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC348$24K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.334$24K0.01%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD327$23.5K0.14%013F-HRTimelineGroup
Seneschal Advisors, LLC321$23.1K0.02%013F-HRTimeline
Torren Management, LLC320$23K0.01%-84713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC319$22.9K0.01%+313F-HRTimeline
Coastline Trust Co300$21.5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cranbrook Wealth Management, LLC300$21.5K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.300$21.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC291$20.9K<0.01%-6613F-HRTimeline
Olistico Wealth, LLC290$20.8K0.01%013F-HRTimeline
Financial Freedom, LLC286$20.5K0.01%+12613F-HRTimeline
Bank & Trust Co285$20.5K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC279$20K0.01%+7913F-HRTimeline
Abound Wealth Management275$19.8K<0.01%-413F-HRTimeline
Sherman Asset Management, Inc.274$19.7K0.02%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC270$19.4K0.01%-8213F-HRTimeline
Core Alternative Capital266$19.1K0.01%013F-HRTimeline
Avion Wealth269$19K<0.01%+2213F-HRTimeline
Activest Wealth Management253$18.2K<0.01%-3913F-HRTimeline
Kennebec Savings Bank252$18.1K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC251$18K0.01%013F-HRTimeline
Pacific Center for Financial Services250$18K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC250$18K<0.01%013F-HRTimeline
Kilter Group LLC249$17.9K0.01%+4313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…245$17.6K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC241$17.3K0.01%+11013F-HRTimeline
Founders Capital Management237$17K0.01%013F-HRTimeline
Red Tortoise LLC236$16.9K0.01%+213F-HRTimeline
Westfuller Advisors, LLC235$16.9K0.01%+213F-HRTimeline
Raleigh Capital Management Inc.235$16.9K0.01%new13F-HRTimeline
Atomic Invest LLC237$16.6K0.01%+513F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…226$16.2K0.01%+6413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.222$15.9K0.05%013F-HRTimeline
Virginia Estate & Retirement Planning A…8,110$15.8K0.03%13F-HRTimeline
Financial Management Professionals, Inc.214$15.4K<0.01%-513F-HRTimeline
Strategic Investment Solutions, Inc. /IL208$14.9K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.203$14.6K0.01%-16813F-HRTimeline
CoreFirst Bank & Trust202$14.5K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC202$14.5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC202$14.5K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC201$14.4K0.01%13F-HRTimeline
Atlantic Private Wealth, LLC200$14.4K0.01%-1013F-HRTimeline
Chung Wu Investment Group, LLC200$14.4K0.01%-10013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…200$14.4K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC200$14K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.193$13.9K0.01%+14413F-HRTimeline
Rialto Wealth Management, LLC185$13.3K<0.01%+913F-HRTimeline
DHJJ Financial Advisors, Ltd.175$12.5K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT170$12.2K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC168$12.1K<0.01%+613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC166$11.9K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.160$11.5K0.01%+513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC159$11.4K<0.01%+313F-HRTimeline
Scarborough Advisors, LLC159$11.4K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.157$11.3K<0.01%-113F-HRTimeline
Washington Trust Advisors, Inc.157$11.3K<0.01%-25613F-HRTimeline
Lodestone Wealth Management LLC156$11.2K<0.01%013F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS150$10.8K<0.01%013F-HRTimeline
Burk Holdings LLC150$10.8K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…150$10.8K0.01%013F-HRTimeline
Cornerstone Financial Management LLC143$10.3K0.01%+3013F-HR/ATimeline
LFA - Lugano Financial Advisors SA140$9.97K0.01%013F-HRTimeline
Marquette Asset Management, LLC136$9.77K<0.01%-113F-HRTimeline
Hughes Financial Services, LLC126$9.05K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC125$8.98K<0.01%013F-HRTimeline
Accordant Advisory Group Inc125$8.98K0.01%-17513F-HRTimeline
Bay Harbor Wealth Management, LLC123$8.83K<0.01%+3213F-HRTimeline
Joseph Group Capital Management122$8.76K<0.01%+2113F-HRTimeline
Essential Investment Partners LLC120$8.62K0.01%013F-HRTimeline
Bernard Wealth Management Corp.117$8.4K<0.01%013F-HRTimeline
Estabrook Capital Management116$8.33K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…114$8.19K<0.01%+213F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp96$7.77K0.01%+113F-HR/ATimeline
Collier Financial108$7.76K0.01%013F-HRTimeline
HFM Investment Advisors, LLC107$7.71K<0.01%-7613F-HRTimeline
Dynamic Wealth Strategies, LLC107$7.68K<0.01%013F-HRTimeline
Riverview Trust Co105$7.54K0.01%-31313F-HRTimeline
Crewe Advisors LLC101$7.25K<0.01%-3813F-HRTimeline
Horrell Capital Management, Inc.100$7.18K<0.01%013F-HRTimeline
Richardson Capital Management LLC100$7.18K<0.01%013F-HRTimeline
Vision Retirement, LLC100$7.18K<0.01%013F-HRTimeline
POM Investment Strategies, LLC98$7.04K0.01%+6913F-HRTimeline
Sunrise Financial Services, LLC98$7.04K<0.01%+6613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…105$7K<0.01%-313F-HRTimelineGroup
Beaird Harris Wealth Management, LLC97$6.99K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…91$6.54K<0.01%013F-HRTimeline
Synergy Investment Management, LLC80$5.75K<0.01%new13F-HRTimeline
Benson Wealth Management INC78$5.6K0.01%013F-HRTimeline
Hurley Capital, LLC73$5.28K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…73$5.24K<0.01%-9513F-HRTimelineGroup
IMG Wealth Management, Inc.73$5.24K<0.01%+3413F-HRTimeline
Principia Wealth Advisory, LLC73$5.24K<0.01%+313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…73$5.22K<0.01%+513F-HRTimeline
Robinswood Financial LLC72$5.22K<0.01%013F-HR/ATimeline
3 FACTOR INDEXING, LLC72$5.17K<0.01%13F-HRTimeline
Kozak & Associates, Inc.65$5.1K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.70$5.03K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$5K<0.01%013F-HRTimeline
Aspect Partners, LLC65$4.67K<0.01%+313F-HRTimeline
Clark Wealth Partners64$4.6K<0.01%-4313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC63$4.53K<0.01%013F-HRTimeline
CrossGen Wealth, LLC63$4.51K<0.01%+113F-HRTimeline
Meramec Financial Planners, LLC58$4.44K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC61$4.38K<0.01%-613F-HRTimeline
ALBION FINANCIAL GROUP /UT60$4.31K<0.01%+4313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST60$4.31K<0.01%-52813F-HRTimeline
SFAM, LLC60$4.31K<0.01%013F-HRTimeline
Signature Equity Partners, LLC59$4.24K<0.01%-613F-HRTimeline
DecisionPoint Financial, LLC58$4.17K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC54$3.85K0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$3.73K<0.01%013F-HRTimeline
Kings Path Partners LLC50$3.59K<0.01%013F-HR/ATimeline
Portus Wealth Advisors, LLC48$3.45K<0.01%new13F-HRTimeline
NVWM, LLC47$3.38K<0.01%-513F-HRTimeline
N.E.W. Advisory Services LLC45$3.23K<0.01%013F-HRTimeline
Imprint Wealth LLC45$3.23K0.01%013F-HRTimeline
Key Capital Management, INC45$3.23K<0.01%+2513F-HRTimeline
High Note Wealth, LLC44$3.16K<0.01%-1913F-HRTimeline
COUNTRY TRUST BANK43$3.09K<0.01%013F-HRTimeline
United Financial Planning Group LLC43$3.09K<0.01%new13F-HRTimeline
American Capital Advisory, LLC39$2.8K<0.01%+713F-HRTimeline
Fairscale Capital, LLC39$2.8K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC36$2.59K<0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC34$2.5K<0.01%013F-HRTimeline
WestEnd Advisors, LLC34$2.44K<0.01%013F-HRTimeline