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Who Owns CVS Health Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in CVS Health Corp.

Who crossed 5% of CVS →
Managers holding
81
as of 2026-09-30
Reported value
$351.8M
summed across filings
Shares held
4.1M
Added vs trimmed
33 / 29
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Hamlin Capital Management, LLCCOM2M shadded$167.2M
Mn Services Vermogensbeheer B.V.COM375.6K shadded$32.2M
CapWealth Advisors, LLCStock344.4K shadded$29.5M
Douglas Lane & Associates, LLCCOMMON240.2K shtrimmed$20.6M
ARGENT CAPITAL MANAGEMENT LLCCOM238.1K shadded$20.4M
TOTH FINANCIAL ADVISORY CORPCOM137.6K shadded$11.8M
PARK NATIONAL CORP /OH/Com132.6K shtrimmed$11.4M
Artemis Investment Management LLPCOM50.5K shadded$4.3M
Farther Finance Advisors, LLCStock46.7K shadded$4M
Violich Capital Management, Inc.COM42.7K shtrimmed$3.7M
VISTA INVESTMENT PARTNERS LLCCOM39.7K shtrimmed$3.4M
GAMMA Investing LLCCommon Stock35.8K shadded$3.1M
CANANDAIGUA NATIONAL BANK & TRUST COCom35.8K shtrimmed$3.1M
BENEDICT FINANCIAL ADVISORS INCCommon Stock34.5K shadded$3M
ALKEME WEALTH, LLCCOM32.4K shtrimmed$2.8M
Central Pacific Bank - Trust DivisionCOM24.8K shtrimmed$2.1M
Dorato Capital ManagementCOM23.3K shadded$2.1M
Wedmont Private CapitalCOM23.1K shadded$2M
Valeo Financial Advisors, LLCStock21.9K shtrimmed$1.9M
Iowa State BankCom20K shtrimmed$1.7M
Investors Research CorpCOM13.4K shtrimmed$1.1M
MOODY NATIONAL BANK TRUST DIVISIONCOM12.9K shtrimmed$1.1M
BAKER TILLY WEALTH MANAGEMENT, LLCCOM11.6K shtrimmed$997.8K
Persium Advisors, LLCCOM10.7K shadded$919.3K
Venture Visionary Partners LLCCOM10.5K shadded$896.8K
EASTERN BANKCOM10.3K shtrimmed$879.8K
Byrne Asset Management LLCCOM9.4K shadded$798.8K
Peoples Bank/KSCommon Stock9K shheld$769.9K
Apella Capital, LLCCOM8.2K shadded$722K
Greenfield Savings BankCOM8.2K shtrimmed$698.9K
Avidian Wealth Enterprises, LLCCOM8.1K shadded$698.2K
STABLEFORD CAPITAL II LLCCOM8K sh—$686.8K
DAVIDSON TRUST COEquities7.4K shheld$635.9K
Everhart Financial Group, Inc.COM7.3K shadded$628.4K
M.E. ALLISON & CO., INC.COM6.3K shheld$537.3K
ROCKLAND TRUST COCOM5.5K shadded$467.4K
Atlas Brown,Inc.Stock5.4K shadded$464.3K
Dickmeyer Boyce Financial Management, Inc.COM5.1K shtrimmed$437.6K
YHB Investment Advisors, Inc.COM5.1K shtrimmed$433.1K
WoodTrust Financial CorpCOMMON5.1K shtrimmed$433K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM4.8K shtrimmed$411.8K
Keystone Financial Planning, Inc.COM4.5K shheld$387.4K
City Center Advisors, LLCCOM4.3K shadded$367.4K
HF Advisory Group, LLCCOM4.2K shtrimmed$359.2K
TOMPKINS FINANCIAL CORPCOM4K shtrimmed$341.9K
FELL CAPITAL MANAGEMENT /ADVCOM3.9K shheld$334.2K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.8K shtrimmed$326K
DECISION INVESTMENTS, INCCOM3.7K shheld$317.4K
CoreCap Advisors, LLCStock3.4K shtrimmed$290.2K
American National Bank of TexasCommon Stock3K shheld$257.1K
Sound Income Strategies, LLCCOM2.9K shtrimmed$255.5K
LAWOOD & COCommon Stock2.9K shtrimmed$251.9K
Gradient Investments LLCCOM2.8K sh—$240.9K
Cooper Financial GroupCOM2.8K shadded$240.6K
Shulman DeMeo Asset Management LLCCOM2.6K shtrimmed$227.3K
Bullock Wealth Management GroupStock2.7K shadded$226K
GK Wealth Management LLCCOM2.6K shtrimmed$223.2K
CHAPIN DAVIS, INC.COM2.6K shtrimmed$222.3K
Paragon Capital Management LtdCOM2.5K shadded$218.3K
Meadowbrook Wealth Management, LLCLarge US Val Eq2.5K shtrimmed$214.2K
Sunburst Financial Group, LLCCOM2.5K shadded$213.2K
Hamilton Capital, LLCCOM2.5K shheld$212.9K
First Heartland Consultants, Inc.COM2.5K shadded$212.9K
Wealth Enhancement Trust Services, Inc.COM2.4K shadded$205.7K
Grove Bank & TrustCOM1.7K shadded$149.7K
Rosenberg Matthew HamiltonStock1.6K shadded$137.8K
ARMSTRONG ADVISORY GROUP, INCCOM1.6K shheld$134.6K
Bangor Savings BankCOM905 shheld$77.6K
Trust CoStock716 shheld$61.4K
ELEVATION WEALTH PARTNERS, LLCCOM695 shadded$59.6K
FIRST COMMUNITY TRUST NACOM562 shheld$48.2K
ATWOOD & PALMER INCCOM535 shheld$45.8K
STEPH & COCOM394 shadded$33.8K
Olistico Wealth, LLCStock290 shheld$24.9K
Bank & Trust CoCOM285 shheld$24.4K
AMERICAN NATIONAL BANK & TRUSTCOM146 shadded$12.5K
Horrell Capital Management, Inc.COM100 shheld$8.6K
Retirement Wealth Solutions LLCCOM98 shadded$8.4K
Davis Capital ManagementStock38 shheld$3.3K
GILPIN WEALTH MANAGEMENT, LLCCOM34 shadded$2.9K
Marquette Asset Management, LLCCOM23 shtrimmed$2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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