# CVS HEALTH CORP (CVS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CVS/

- Reporting holders: 90
- Reported value: $355.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $167.2M | 1,951,402 | 4.1% | 4 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $33.6M | 385,934 | 1.8% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $29.5M | 344,416 | 2.2% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $20.6M | 240,188 | 0.3% | 32 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $20.4M | 238,110 | 0.7% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $11.8M | 137,551 | 1.2% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $11.4M | 132,587 | 0.3% | 32 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $4.3M | 50,481 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.0M | 46,705 | 0.0% | 16 |
| [Violich Capital Management, Inc.](https://holderbook.com/funds/1326766-violich-capital-management-inc/) | $3.7M | 42,738 | 0.4% | 32 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $3.4M | 39,713 | 0.9% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.1M | 35,828 | 0.1% | 12 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.1M | 35,807 | 0.3% | 20 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $3.0M | 34,452 | 0.6% | 23 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $2.8M | 32,415 | 1.0% | 29 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.1M | 24,756 | 0.2% | 11 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $2.1M | 23,317 | 1.4% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.0M | 23,129 | 0.0% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.9M | 21,888 | 0.0% | 32 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $1.7M | 20,013 | 0.3% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.1M | 13,371 | 0.2% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.1M | 12,912 | 0.1% | 32 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $997.8K | 11,644 | 0.2% | 7 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $919.3K | 10,728 | 0.5% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $896.8K | 10,465 | 0.0% | 25 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 90 | $355.1M |
| Q2 2026 | 2,082 | $131.0B |
| Q1 2026 | 1,879 | $83.0B |
| Q4 2025 | 1,959 | $93.5B |
| Q3 2025 | 1,847 | $89.3B |
| Q2 2025 | 1,775 | $79.9B |
| Q1 2025 | 1,775 | $77.6B |
| Q4 2024 | 1,683 | $50.2B |
| Q3 2024 | 1,854 | $68.4B |
| Q2 2024 | 1,924 | $64.3B |
| Q1 2024 | 2,191 | $88.7B |
| Q4 2023 | 2,277 | $87.1B |