CVS HEALTH CORP CVS

US Healthcare Retail-Drug Stores and Proprietary Stores
$104.72
-0.1%
52w: $57.30 – $104.81

Latest 13F among current holders filed 3 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
57.3081.05104.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.9K
-80 QoQ
13F value
$79.30B
-11.9% QoQ
Smart-money holders
144
signal tier ≥ 2
New smart buyers
8
Q1 2026
Options barometer
1.5×
$1.54B calls / $1.06B puts

Institutional value by quarter

$87.33B
Q1 2024
$61.46B
Q2 2024
$64.83B
Q3 2024
$47.17B
Q4 2024
$73.47B
Q1 2025
$76.13B
Q2 2025
$85.14B
Q3 2025
$90.01B
Q4 2025
$79.30B
Q1 2026

Number of holders

2.2K
Q1 2024
1.9K
Q2 2024
1.8K
Q3 2024
1.7K
Q4 2024
1.8K
Q1 2025
1.8K
Q2 2025
1.8K
Q3 2025
1.9K
Q4 2025
1.9K
Q1 2026

Who owns CVS?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider125.9M$9.04B0.2%+4.1%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical82.7M$5.94B0.1%
Capital World Investors Long only active77.2M$5.55B0.8%+14.2%
STATE STREET CORP Index provider59.3M$4.26B0.1%-1.4%
Dodge & Cox ★2Long only active51.8M$3.72B2.0%-17.2%
FMR LLC Long only active31.2M$2.24B0.1%-23.9%
GEODE CAPITAL MANAGEMENT, LLC Index provider29.5M$2.11B0.1%+1.4%
JPMORGAN CHASE & CO Bank broker29.5M$2.07B0.1%-5.4%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical26.0M$1.87B0.1%
Invesco Ltd. Index provider25.1M$1.81B0.3%+4.7%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical23.8M$1.71B0.2%+44.6%
WELLINGTON MANAGEMENT GROUP LLP Long only active22.6M$1.62B0.3%+21.6%
Capital Research Global Investors Long only active20.0M$1.44B0.2%+66.2%
MORGAN STANLEY Bank broker17.8M$1.28B0.1%-12.5%
Capital International Investors Long only active15.4M$1.11B0.3%-44.2%
PZENA INVESTMENT MANAGEMENT LLC ★2Fundamental diversified13.8M$989.2M3.2%-11.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider13.7M$983.2M0.2%-1.3%
GOLDMAN SACHS GROUP INC Bank broker12.6M$907.8M0.1%+53.7%
Davis Selected Advisers ★2Fundamental diversified12.2M$879.1M4.0%-4.1%
NORTHERN TRUST CORP Index provider11.6M$836.1M0.1%-1.6%
Legal & General Group Plc Diversified mechanical9.5M$683.4M0.2%+2.2%
BANK OF AMERICA CORP /DE/ Bank broker9.4M$671.7M0.0%-0.7%
Bank of New York Mellon Corp Diversified mechanical9.0M$648.5M0.1%-0.9%
ROYAL BANK OF CANADA Bank broker9.0M$645.3M0.1%-3.0%
AMERIPRISE FINANCIAL INC Bank broker9.0M$643.1M0.1%+11.2%
Clearbridge Investments, LLC Other8.8M$630.2M0.5%-0.2%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker8.3M$596.0M0.1%-0.2%
GLENVIEW CAPITAL MANAGEMENT, LLC ★2Fundamental diversified8.2M$588.7M15.9%Held
WELLS FARGO & COMPANY/MN Bank broker8.1M$582.5M0.1%+18.1%
Amundi Diversified mechanical7.4M$529.4M0.1%+26.5%
DIMENSIONAL FUND ADVISORS LP Quant stat arb7.2M$516.8M0.1%+3.0%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical7.2M$514.1M0.1%
FRANKLIN RESOURCES INC Long only active6.2M$448.3M0.1%+65.9%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb6.2M$446.7M0.2%+44.0%
UBS Group AG Bank broker6.1M$440.3M0.1%-7.5%
CITADEL ADVISORS LLC Multistrat pod5.4M$389.8M0.3%+50.7%
Nuveen, LLC Diversified mechanical5.3M$379.4M0.1%+1.8%
Pacer Advisors, Inc. Diversified mechanical4.8M$348.0M1.0%+3561.2%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Other4.8M$345.9M0.3%-48.6%
DEUTSCHE BANK AG\ Bank broker4.6M$330.8M0.1%-1.3%
LSV ASSET MANAGEMENT Other4.5M$323.4M0.7%-0.8%
Holocene Advisors, LP Other4.5M$321.8M0.8%+12.9%
Allianz Asset Management GmbH Diversified mechanical4.1M$293.3M0.3%+9.7%
NORDEA INVESTMENT MANAGEMENT AB Other4.1M$290.8M0.3%-0.3%
Swiss National Bank Index provider3.7M$267.6M0.2%+7.2%
JANUS HENDERSON GROUP PLC Diversified mechanical3.5M$254.0M0.1%-2.2%
RAYMOND JAMES FINANCIAL INC Bank broker3.5M$248.2M0.1%+0.4%
National Pension Service Other3.4M$245.6M0.2%+3.0%
ALLIANCEBERNSTEIN L.P. Long only active2.7M$212.9M0.1%-18.9%
Vanguard Global Advisers, LLC Diversified mechanical2.9M$207.8M0.1%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.