CVS HEALTH CORPORATION (CVS)
What changed in recent filings
- Institutions — 10 new · 4 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding CVS HEALTH CORPORATION
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 5 → 2026 Q2: 14 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold CVS HEALTH CORPORATION
Institutions we track that reported holding this stock in their most recent 13F.
- Dodge & Cox2.71% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.19% of portfolio · since 2020 Q1
- Glenview Capital Management9.09% of portfolio · since 2023 Q4
- Tudor Investment Corp0.05% of portfolio · since 2025 Q4
- Point72 Asset ManagementNew this quarter0.22% of portfolio · since 2026 Q2
- National Pension Service (Korea)0.23% of portfolio · held as of 2026 Q2 or earlier
- GQG Partners1.53% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.15% of portfolio · held as of 2026 Q2 or earlier
- Pzena Investment Management3.57% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.12% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.92% of portfolio · held as of 2026 Q2 or earlier
- Viking Global InvestorsNew this quarter1.08% of portfolio · since 2026 Q2
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
- Harris Associates (Oakmark)0.05% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
CVS Health. An integrated healthcare company combining the largest US pharmacy chain with Aetna health insurance.
What is the Biotech & Health sector?
Pharma, biotech, and medical devices. Driven by trial-result events.
CVS HEALTH CORPORATION is classified under the Biotech & Health sector. See peers below.
CVS HEALTH CORPORATION key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
CVS HEALTH CORPORATION vs Biotech & Health sector benchmark
Median of 35 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding CVS HEALTH CORPORATION
Per SEC N-PORT · 2026-06-30 · by weight · factual
CVS on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Biotech & Health average
Peers · Biotech & Health
CVS FAQ
What is CVS HEALTH CORPORATION (CVS)?
CVS Health. An integrated healthcare company combining the largest US pharmacy chain with Aetna health insurance.
What sector is CVS HEALTH CORPORATION in?
CVS HEALTH CORPORATION is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.
What are CVS HEALTH CORPORATION's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 7.4%, Operating margin 4.4%, Net margin 1.2%, ROE 2.4%, Debt-to-equity 0.75x. Definitions and interpretation are available on Stocklore.
Where can I analyze CVS HEALTH CORPORATION (CVS) stock?
On Stocklore you can see CVS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.