CVS HEALTH Corp (CVS) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,082
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | KELLEHER FINANCIAL ADVISORS#1901 · 372 sh | 372 | $38.5K | <0.01% | +148.0% |
| 1902 | STEPHENSON NATIONAL BANK#1902 · 367 sh | 367 | $38.0K | — | -32.7% |
| 1903 | ZRC WEALTH MANAGEMENT#1903 · 356 sh | 356 | $36.8K | — | +41.8% |
| 1904 | Rialto Wealth Management#1904 · 349 sh | 349 | $36.1K | <0.01% | +88.6% |
| 1905 | FLAGSHIP WEALTH ADVISORS#1905 · 348 sh | 348 | $36.0K | <0.01% | 0.0% |
| 1906 | Farmers & Merchants of Chambersburg PA#1906 · 350 sh | 350 | $36.0K | — | 0.0% |
| 1907 | SOA Wealth Advisors#1907 · 5,213 sh | 5,213 | $35.9K | <0.01% | +1637.7% |
| 1908 | BankPlus Department#1908 · 346 sh | 346 | $35.8K | <0.01% | 0.0% |
| 1909 | CHESAPEAKE ASSET MANAGEMENT#1909 · 340 sh | 340 | $35.2K | 0.03% | 0.0% |
| 1910 | Crewe Advisors#1910 · 330 sh | 330 | $34.1K | <0.01% | +226.7% |
| 1911 | Sankala Group#1911 · 357 sh | 357 | $33.9K | 0.02% | +2.0% |
| 1912 | HOEY INVESTMENTS#1912 · 323 sh | 323 | $33.4K | <0.01% | -67.7% |
| 1913 | MB, LEVIS & ASSOCIATES#1913 · 321 sh | 321 | $33.2K | — | +0.6% |
| 1914 | Torren Management#1914 · 320 sh | 320 | $33.2K | 0.02% | 0.0% |
| 1915 | Avion Wealth#1915 · 318 sh | 318 | $32.0K | <0.01% | +18.2% |
| 1916 | SECURITY NATIONAL BANK OF SO DAK#1916 · 308 sh | 308 | $31.9K | 0.01% | New |
| 1917 | Dunhill Financial#1917 · 307 sh | 307 | $31.9K | <0.01% | +5.5% |
| 1918 | CBIZ Investment Advisory Services#1918 · 433 sh | 433 | $31.1K | <0.01% | 0.0% |
| 1919 | Coastline#1919 · 300 sh | 300 | $31.0K | — | 0.0% |
| 1920 | Timbuktu Capital Management#1920 · 300 sh | 300 | $31.0K | 0.05% | — |
| 1921 | J.Safra Asset Management#1921 · 294 sh | 294 | $30.4K | <0.01% | -38.8% |
| 1922 | Beaird Harris Wealth Management#1922 · 292 sh | 292 | $30.2K | <0.01% | +201.0% |
| 1923 | Olistico Wealth#1923 · 290 sh | 290 | $30.0K | — | 0.0% |
| 1924 | BELLEVUE ASSET MANAGEMENT#1924 · 287 sh | 287 | $29.7K | 0.01% | +2.9% |
| 1925 | Bank#1925 · 285 sh | 285 | $29.5K | — | 0.0% |
| 1926 | MCGUIRE CAPITAL ADVISORS#1926 · 271 sh | 271 | $28.0K | 0.02% | +0.4% |
| 1927 | Core Alternative Capital#1927 · 266 sh | 266 | $27.5K | <0.01% | 0.0% |
| 1928 | Kilter Group#1928 · 264 sh | 264 | $27.3K | <0.01% | +6.0% |
| 1929 | Aventura Private Wealth#1929 · 263 sh | 263 | $27.2K | <0.01% | +30.2% |
| 1930 | Joseph Group Capital Management#1930 · 252 sh | 252 | $26.1K | <0.01% | +106.6% |
| 1931 | Kennebec Savings Bank#1931 · 252 sh | 252 | $26.1K | — | 0.0% |
| 1932 | Pacific Center for Financial Services#1932 · 250 sh | 250 | $25.9K | — | 0.0% |
| 1933 | Fortis Group Advisors#1933 · 250 sh | 250 | $25.9K | <0.01% | 0.0% |
| 1934 | HORIZON FINANCIAL SERVICES#1934 · 248 sh | 248 | $25.7K | <0.01% | +2.9% |
| 1935 | COUNTRY BANK#1935 · 243 sh | 243 | $25.1K | <0.01% | +465.1% |
| 1936 | Founders Capital Management#1936 · 237 sh | 237 | $24.5K | — | 0.0% |
| 1937 | Wilkerson Advisory Group#1937 · 237 sh | 237 | $24.5K | — | +41.1% |
| 1938 | Atomic Invest#1938 · 235 sh | 235 | $24.3K | <0.01% | -0.8% |
| 1939 | FWL INVESTMENT MANAGEMENT#1939 · 230 sh | 230 | $23.8K | <0.01% | New |
| 1940 | CONSULTIVA WEALTH MANAGEMENT#1940 · 222 sh | 222 | $23.0K | 0.05% | 0.0% |
| 1941 | Hughes Financial Services#1941 · 221 sh | 221 | $22.9K | <0.01% | +75.4% |
| 1942 | Downshift Financial#1942 · 218 sh | 218 | $22.6K | — | New |
| 1943 | Cornerstone Financial Management#1943 · 217 sh | 217 | $22.4K | 0.02% | +51.7% |
| 1944 | Financial Management Professionals#1944 · 214 sh | 214 | $22.2K | — | 0.0% |
| 1945 | Strategic Investment Solutions#1945 · 208 sh | 208 | $21.5K | <0.01% | 0.0% |
| 1946 | SYNTAX RESEARCH#1946 · 203 sh | 203 | $21.0K | 0.02% | 0.0% |
| 1947 | Centerpoint Advisors#1947 · 200 sh | 200 | $21.0K | <0.01% | 0.0% |
| 1948 | CoreFirst Bank#1948 · 202 sh | 202 | $20.9K | 0.01% | 0.0% |
| 1949 | LifeSteps Financial#1949 · 200 sh | 200 | $20.7K | — | New |
| 1950 | Atlantic Private Wealth#1950 · 200 sh | 200 | $20.7K | 0.01% | 0.0% |
| 1951 | Chung Wu Investment Group#1951 · 200 sh | 200 | $20.7K | 0.01% | 0.0% |
| 1952 | PENSION & WEALTH MANAGEMENT ADVISORS#1952 · 200 sh | 200 | $20.7K | — | 0.0% |
| 1953 | Montgomery Financial Services#1953 · 198 sh | 198 | $20.5K | 0.02% | — |
| 1954 | Synergy Investment Management#1954 · 193 sh | 193 | $20.3K | <0.01% | +141.2% |
| 1955 | Bay Harbor Wealth Management#1955 · 194 sh | 194 | $20.1K | <0.01% | +57.7% |
| 1956 | RAFFA WEALTH MANAGEMENT#1956 · 188 sh | 188 | $19.4K | <0.01% | +18.2% |
| 1957 | Virginia Estate & Retirement Planning Advisors#1957 · 8,110 sh | 8,110 | $19.3K | — | 0.0% |
| 1958 | DHJJ Financial Advisors, Ltd.#1958 · 175 sh | 175 | $18.1K | — | 0.0% |
| 1959 | Washington Advisors#1959 · 170 sh | 170 | $17.6K | — | +8.3% |
| 1960 | BOK Financial Private Wealth#1960 · 168 sh | 168 | $17.4K | <0.01% | New |
| 1961 | MARYLAND CAPITAL ADVISORS#1961 · 158 sh | 158 | $16.3K | — | — |
| 1962 | DiNuzzo Private Wealth#1962 · 157 sh | 157 | $16.2K | — | 0.0% |
| 1963 | Lodestone Wealth Management#1963 · 156 sh | 156 | $16.1K | — | 0.0% |
| 1964 | Cherry Tree Wealth Management#1964 · 152 sh | 152 | $15.7K | — | -24.8% |
| 1965 | MRP Capital Investments#1965 · 150 sh | 150 | $15.5K | 0.01% | New |
| 1966 | Burk#1966 · 150 sh | 150 | $15.5K | <0.01% | 0.0% |
| 1967 | Gunpowder Capital Management, dba Oliver Wealth Management#1967 · 150 sh | 150 | $15.5K | 0.01% | 0.0% |
| 1968 | RICHARDSON FINANCIAL SERVICES#1968 · 140 sh | 140 | $14.5K | <0.01% | -12.5% |
| 1969 | LFA - Lugano Financial Advisors SA#1969 · 140 sh | 140 | $14.5K | <0.01% | 0.0% |
| 1970 | EVERMAY WEALTH MANAGEMENT#1970 · 136 sh | 136 | $14.1K | <0.01% | New |
| 1971 | CHILTON CAPITAL MANAGEMENT#1971 · 135 sh | 135 | $14.0K | <0.01% | -18.7% |
| 1972 | HFM Investment Advisors#1972 · 129 sh | 129 | $13.3K | <0.01% | +20.6% |
| 1973 | Accordant Advisory Group#1973 · 125 sh | 125 | $12.9K | <0.01% | 0.0% |
| 1974 | Field & Main Bank#1974 · 125 sh | 125 | $12.9K | <0.01% | New |
| 1975 | MILLER WEALTH ADVISORS#1975 · 125 sh | 125 | $12.9K | <0.01% | 0.0% |
| 1976 | Essential Investment Partners#1976 · 120 sh | 120 | $12.4K | 0.01% | 0.0% |
| 1977 | Bernard Wealth Management#1977 · 117 sh | 117 | $12.1K | <0.01% | 0.0% |
| 1978 | Global Asset Management#1978 · 117 sh | 117 | $12.1K | — | -69.8% |
| 1979 | Collier Financial#1979 · 108 sh | 108 | $11.2K | <0.01% | 0.0% |
| 1980 | Dynamic Wealth Strategies#1980 · 107 sh | 107 | $11.1K | — | 0.0% |
| 1981 | IMG Wealth Management#1981 · 107 sh | 107 | $11.1K | — | +46.6% |
| 1982 | Penserra Capital Management#1982 · 108 sh | 108 | $11.0K | <0.01% | +2.9% |
| 1983 | Investors Portfolio Services#1983 · 106 sh | 106 | $11.0K | <0.01% | -75.7% |
| 1984 | Principia Wealth Advisory#1984 · 101 sh | 101 | $10.4K | <0.01% | +38.4% |
| 1985 | Horrell Capital Management#1985 · 100 sh | 100 | $10.3K | — | 0.0% |
| 1986 | Richardson Capital Management#1986 · 100 sh | 100 | $10.3K | — | 0.0% |
| 1987 | Vision Retirement#1987 · 100 sh | 100 | $10.3K | <0.01% | 0.0% |
| 1988 | KERR FINANCIAL PLANNING#1988 · 97 sh | 97 | $10.0K | 0.01% | +1.0% |
| 1989 | HOLLENCREST SECURITIES#1989 · 96 sh | 96 | $9.9K | <0.01% | -43.5% |
| 1990 | Abound Wealth Management#1990 · 92 sh | 92 | $9.5K | — | -66.5% |
| 1991 | Comprehensive Financial Planning#1991 · 91 sh | 91 | $9.4K | <0.01% | 0.0% |
| 1992 | Marquette Asset Management#1992 · 90 sh | 90 | $9.3K | — | -33.8% |
| 1993 | Golden State Equity Partners#1993 · 89 sh | 89 | $9.2K | 0.02% | -99.1% |
| 1994 | Clark Wealth Partners#1994 · 81 sh | 81 | $8.4K | — | +26.6% |
| 1995 | Allied Private Wealth#1995 · 79 sh | 79 | $8.3K | <0.01% | — |
| 1996 | Benson Wealth Management#1996 · 78 sh | 78 | $8.1K | <0.01% | 0.0% |
| 1997 | High Note Wealth#1997 · 77 sh | 77 | $8.0K | <0.01% | +75.0% |
| 1998 | N.E.W. Advisory Services#1998 · 75 sh | 75 | $7.8K | <0.01% | +66.7% |
| 1999 | Planning Strategies#1999 · 75 sh | 75 | $7.8K | — | — |
| 2000 | Hurley Capital#2000 · 74 sh | 74 | $7.7K | <0.01% | +1.4% |
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.