Stock ownership · SEC 13F · Q4 2025

CVS HEALTH CORP

Institutional ownership of CVS HEALTH CORP (CUSIP 126650100) - who holds it, how concentrated it is, and what moved last quarter.

$13.0M
Reported value
10
Institutions
99%
Top-5 share

The verdict

CVS HEALTH CORP is held by a focused set of institutions - 10 institutions report $13.0M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

10
institutions hold it
$13.0M
reported 13F value
99%
held by top 5
#196
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$13.0M

Institutional 13F value

Institutions

10

Reporting holders

Top-5 concentration

99%

Held by 5 largest

New buyers

8

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%99%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 17.0%

CVS HEALTH CORP is more widely held than about 17% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of CVS HEALTH CORP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a CVS HEALTH CORP position has fallen from 13 to 10 over the last 8 quarters of 13F filings.

81012141618 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 10
Distinct 13F filers holding CVS HEALTH CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 132,339 $10.5M 80.5%
2 GROUPAMA ASSET MANAGMENT 14,336 $1.1M 8.7%
3 Anchor Investment Management, LLC 10,167 $807K 6.2%
4 MidFirst Bank 3,503 $278K 2.1%
5 DGS Capital Management, LLC 2,803 $222K 1.7%
6 TD Capital Management LLC 698 $55K 0.4%
7 Bell Investment Advisors, Inc 302 $24K 0.2%
8 Compass Financial Services Inc 231 $18K 0.1%
9 Strategic Investment Solutions, Inc. /IL 24 $2K 0.0%
10 SG Trading Solutions, LLC 6,040 $479 0.0%

Latest Quarter Activity · Q4 2025

What the data says about CVS HEALTH CORP

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold CVS HEALTH CORP?
CVS HEALTH CORP is held by 10 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CVS HEALTH CORP?
Institutions report $13.0M of CVS HEALTH CORP as of Q4 2025.
How concentrated is ownership of CVS HEALTH CORP?
The top five institutional holders account for 99% of the reported institutional value in CVS HEALTH CORP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of CVS HEALTH CORP?
Pacer Advisors, Inc. is the largest reported holder of CVS HEALTH CORP with $10.5M across 132,339 shares as of Q4 2025.
Where does this CVS HEALTH CORP data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.