CVS HEALTH Corp (CVS) — Institutional Holders, Q2 2026 (page 17)

2,082 institutional investment managers reported a CVS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $117.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,601 to 1,700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

CVS 13F holders ranked 1,601–1,700 of 2,082

Institutional investors reporting a position in CVS HEALTH Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
BLB&B Advisors#1601 · 2,426 sh$251.0KNew
CAPITAL CITY#1602 · 2,426 sh$251.0KNew
Oak Harvest Investment Services#1603 · 2,425 sh$250.8KNew
Quent Capital#1604 · 2,422 sh$250.6K+12.0%
River Street Advisors#1605 · 2,419 sh$250.2KNew
Lantern Wealth Advisors#1606 · 2,419 sh$250.2KNew
PARR MCKNIGHT WEALTH MANAGEMENT GROUP#1607 · 2,417 sh$250.0KNew
Csenge Advisory Group#1608 · 2,414 sh$249.7KNew
Bright Futures Wealth Management#1609 · 2,414 sh$249.7KNew
Guardian Asset Advisors#1610 · 2,412 sh$249.5KNew
SOMERVILLE KURT F#1611 · 2,400 sh$248.3KNew
CREATIVE FINANCIAL DESIGNS#1612 · 2,399 sh$248.2K+3.3%
SteelPeak Wealth#1613 · 2,397 sh$247.9KNew
Morningstar Investment Management#1614 · 3,450 sh$247.8K0.0%
WHITE PINE CAPITAL#1615 · 2,387 sh$246.9KNew
LAUREL OAK WEALTH MANAGEMENT#1616 · 2,386 sh$246.8KNew
Canopy Partners#1617 · 2,372 sh$245.4KNew
Tempus Wealth Planning#1618 · 2,367 sh$244.9KNew
Mendel Money Management#1619 · 2,357 sh$243.8K-77.3%
UP STRATEGIC WEALTH INVESTMENT ADVISORS#1620 · 2,452 sh$243.0K+0.6%
Investor's Fiduciary Advisor Network#1621 · 2,351 sh$243.0KNew
Biltmore Family Office#1622 · 2,346 sh$242.7KNew
Spartan Planning & Wealth Management#1623 · 2,344 sh$242.5KNew
DRIVE WEALTH MANAGEMENT#1624 · 2,344 sh$242.5KNew
Klingman & Associates#1625 · 2,331 sh$241.1K-36.6%
WESTBOURNE INVESTMENTS#1626 · 2,330 sh$241.0KNew
Liberty Capital Management#1627 · 2,328 sh$240.8K—
McElhenny Sheffield Capital Management#1628 · 2,322 sh$240.2KNew
Beacon Financial Advisory#1629 · 2,321 sh$240.1KNew
Pinnacle Wealth Planning Services#1630 · 2,316 sh$239.6K+3.9%
UNION SAVINGS BANK#1631 · 2,313 sh$239.3K0.0%
FIRST BUSINESS FINANCIAL SERVICES#1632 · 2,312 sh$239.2KNew
Nicholas Hoffman & Company#1633 · 2,301 sh$238.0KNew
SILVIA MCCOLL WEALTH MANAGEMENT#1634 · 2,300 sh$237.9KNew
Strategic Blueprint#1635 · 2,299 sh$237.8KNew
AMARA FINANCIAL#1636 · 2,295 sh$237.4K-59.3%
MJP ASSOCIATES#1637 · 2,293 sh$237.2KNew
Fragasso Group#1638 · 2,290 sh$236.9KNew
Oder Investment Management#1639 · 2,284 sh$236.2KNew
MARK SHEPTOFF FINANCIAL PLANNING#1640 · 2,283 sh$236.2K0.0%
180 WEALTH ADVISORS#1641 · 2,282 sh$236.1KNew
Crestmont Private Wealth#1642 · 2,278 sh$235.7KNew
Relyea Zuckerberg Hanson#1643 · 2,274 sh$235.2KNew
Rare Wolf Capital#1644 · 2,264 sh$234.2K-76.6%
Granite Harbor Advisors#1645 · 2,260 sh$233.8KNew
BEACON INVESTMENT ADVISORS#1646 · 2,250 sh$232.8KNew
Henrickson Nauta Wealth Advisors#1647 · 2,248 sh$232.6KNew
Alpha Financial Advisors#1648 · 2,244 sh$232.1KNew
Storen Legacy Partners#1649 · 2,242 sh$231.9KNew
MIDLAND WEALTH ADVISORS#1650 · 2,231 sh$230.8KNew
KPP Advisory Services#1651 · 2,229 sh$230.6KNew
SPIREPOINT PRIVATE CLIENT#1652 · 2,222 sh$229.9KNew
SHEETS SMITH WEALTH MANAGEMENT#1653 · 2,214 sh$229.0K-76.0%
Bedel Financial Consulting#1654 · 2,209 sh$228.5KNew
AXS Investments#1655 · 2,206 sh$228.2K-16.8%
SEVEN MILE ADVISORY#1656 · 2,206 sh$228.2KNew
Institute for Wealth Management#1657 · 2,206 sh$228.2KNew
Taylor Hoffman Capital Management#1658 · 2,202 sh$227.8KNew
WealthCare Investment Partners#1659 · 2,201 sh$227.7KNew
Quantessence Capital#1660 · 2,200 sh$227.6KNew
HENGEHOLD CAPITAL MANAGEMENT#1661 · 2,200 sh$227.6KNew
Clarion Wealth Managment Partners#1662 · 2,196 sh$227.2KNew
USAdvisors Wealth Management#1663 · 2,198 sh$227.0KNew
Plancorp#1664 · 2,138 sh$226.5KNew
NTV ASSET MANAGEMENT#1665 · 2,187 sh$226.2KNew
SWISS RE LTD#1666 · 2,187 sh$226.2K+568.8%
Stockman Wealth Management#1667 · 2,185 sh$226.0KNew
Certified Advisory#1668 · 2,175 sh$225.0KNew
WBI INVESTMENTS#1669 · 2,174 sh$224.9KNew
Salomon & Ludwin#1670 · 2,145 sh$224.8K0.0%
Aries Wealth Management#1671 · 2,170 sh$224.5KNew
Ullmann Wealth Partners Group#1672 · 2,162 sh$223.6KNew
Sagewood Asset Management#1673 · 2,160 sh$223.5KNew
SHP Wealth Management#1674 · 2,157 sh$223.1K+13.9%
Cercano Management#1675 · 2,155 sh$222.9KNew
Drucker Wealth 3.0#1676 · 2,151 sh$222.5KNew
ELCO Management#1677 · 2,149 sh$222.3KNew
SOUTHERN MICHIGAN BANK &amp#1678 · 2,148 sh$222.2K-3.5%
OneAscent Family Office#1679 · 2,147 sh$222.1KNew
Old North State#1680 · 2,147 sh$222.0KNew
JEPPSON WEALTH MANAGEMENT#1681 · 2,144 sh$221.8KNew
Rossby Financial, LCC#1682 · 2,141 sh$221.5K-38.1%
Nabity-Jensen Investment Management#1683 · 2,127 sh$220.0KNew
Chatterton & Associates#1684 · 2,134 sh$219.4KNew
RIVERSEDGE ADVISORS#1685 · 2,120 sh$219.3KNew
Clean Yield Group#1686 · 2,118 sh$219.1K+85.8%
Capital Asset Advisory Services#1687 · 2,112 sh$218.5KNew
Axxion S.A.#1688 · 2,094 sh$216.6K—
Mayfair Advisory Group#1689 · 2,009 sh$216.4KNew
Berger Financial Group#1690 · 2,083 sh$215.5KNew
Almanack Investment Partners#1691 · 2,081 sh$215.2KNew
BEESE FULMER INVESTMENT MANAGEMENT#1692 · 2,076 sh$214.8K-29.9%
Forum Financial Management#1693 · 2,074 sh$214.6KNew
Harvest Fund Management , Ltd#1694 · 2,072 sh$214.0K-5.0%
SUMMITRY#1695 · 2,061 sh$213.2KNew
Summit Financial Strategies#1696 · 2,057 sh$212.8KNew
Yoffe Investment Management#1697 · 2,057 sh$212.8KNew
ALTFEST L J#1698 · 2,056 sh$212.7KNew
American#1699 · 2,053 sh$212.4KNew
OXFORD FINANCIAL GROUP, LTD.#1700 · 2,045 sh$211.6KNew

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.