Stocklore

CVS HEALTH CORPORATION (CVS)

Biotech & Health · US stock

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.

max 14
2019 Q1 · 52019 Q2 · 42019 Q3 · 42019 Q4 · 22020 Q1 · 22020 Q2 · 52020 Q3 · 42020 Q4 · 42021 Q1 · 42021 Q2 · 32021 Q3 · 42021 Q4 · 42022 Q1 · 32022 Q2 · 32022 Q3 · 32022 Q4 · 52023 Q1 · 52023 Q2 · 52023 Q3 · 52023 Q4 · 52024 Q1 · 32024 Q2 · 42024 Q3 · 62024 Q4 · 62025 Q1 · 42025 Q2 · 42025 Q3 · 52025 Q4 · 62026 Q1 · 52026 Q2 · 14
19 Q122 Q326 Q2

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)

Revenue growth (YoY)
7.4%vs benchmark 8.4%↓ below
Operating margin
4.4%vs benchmark 20.1%↓ below
Net margin
1.2%vs benchmark 15.0%↓ below
ROE
2.4%vs benchmark 14.3%↓ below

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

XLVState Street(R) Health Care Select Sector SPDR(R) ETF
2.30%
DVYiShares Select Dividend ETF
1.23%
VTVVANGUARD VALUE INDEX FUND
0.49%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.43%
JEPIJPMorgan Equity Premium Income ETF
0.21%
RSPInvesco S&P 500 Equal Weight ETF
0.21%
SPY
0.20%
VOOVANGUARD 500 INDEX FUND
0.20%
IVViShares Core S&P 500 ETF
0.20%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.18%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.18%

CVS on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full CVS analysis →

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.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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