Follow-The-Filings

Security · featured owners

CVS Cvs Health Corp.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 13 Owners
  • #47
  • Max 10.6%
  • Master 0.53%
  • $9B
  • 1 new 3 add 7 reduce 3 exits

CVS (Cvs Health Corp.) is held in 13 featured 13F books as of 2026 Q2. Prem Watsa - Fairfax Financial Holdings is the largest tracked holder by portfolio weight (10.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 10.6% (Prem Watsa - Fairfax Financial Holdings) · not free-float ownership

  1. Prem Watsa 10.6%
  2. Glenview Capital Management reduce 9.1%
  3. Christopher Davis reduce 5.3%
  4. Samantha Mclemore reduce 4.2%
  5. Hillman Capital Management reduce 4.2%
  6. Richard Pzena reduce 3.6%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 2.7% Reduce −3.4% 50,012,765 $5.2B history
Christopher Davis - Davis Selected Advisers 2026 Q2 5.3% Reduce −3.1% 11,865,916 $1.2B history
Richard Pzena - Pzena Investment Management 2026 Q2 3.6% Reduce −14.5% 11,769,536 $1.2B history
Glenview Capital Management 2026 Q2 9.1% Reduce −41.1% 4,824,799 $499M history
Andreas Halvorsen - Viking Global Investors 2026 Q2 1.1% New 1.1% 3,663,361 $379M history
Prem Watsa - Fairfax Financial Holdings 2026 Q2 10.6% Hold 2,712,000 $281M history
Samantha Mclemore - Patient Capital Management 2026 Q2 4.2% Reduce −9.0% 1,235,505 $128M history
John Rogers - Ariel Investments 2026 Q2 0.75% Add +4.0% 730,110 $76M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.05% Reduce −32.0% 335,817 $35M history
Davidson Kempner Capital Management 2026 Q2 0.28% Add +182.5% 226,036 $23M history
Hillman Capital Management 2026 Q2 4.2% Reduce −17.8% 55,475 $6M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.67% Add +0.3% 13,435 $1M history
David Katz - Matrix Asset Advisors 2026 Q2 0.05% Hold 6,175 $639K history
Senator Investment Group exited 2026 Q2 last 2026 Q1 0.58% Exit −0.58% 175,000 $13M history
Tweedy, Browne Co. exited 2026 Q2 last 2026 Q1 0.11% Exit −0.11% 19,132 $1M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 9,472 $680K history

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01
8-K 2.02,9.01
10-Q
8-K 5.02,5.07
8-K 2.02,9.01
10-Q
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS
8-K 5.02
8-K 2.02,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Jun 26, 2026
4 Period May 31, 2026 · 2 forms
4 Period May 20, 2026
4 Period May 19, 2026
4 Period May 14, 2026 · 12 forms
4 Period May 8, 2026
4 Period Mar 31, 2026 · 7 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Net income $8.34B $4.61B $1.77B

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $67.86B $68.64B $74.71B
Total non-current assets * $181.87B $184.57B $178.82B
Total assets $249.73B $253.22B $253.54B
Total current liabilities $79.19B $84.61B $88.69B
Total non-current liabilities * $93.9B $92.88B $89.46B
Total equity $76.46B $75.56B $75.21B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.43B $9.11B $10.64B
Cash from investing -$20.89B -$7.61B -$5.87B
Cash from financing $2.68B -$1.14B -$4.94B
Net change in cash -$4.78B $0.359B -$0.172B

ownership over time

filing count by report period · click a bar for that quarter’s holders