Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

CVS · CVS Health Corp · Form 13F filings for Q2 2026

CVS Health

11 of 76 investors hold it

Together they reported $8.6 billion of it. In Q2 2026, 2 added and 3 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

Viking Global InvestorsNew positionJoel Greenblatt+137%

3reduced or sold out

Lee AinslieSold outTweedy BrowneSold outBill Nygren−32.0%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Prem Watsa10.63%$281MNo change of 20%
Christopher Davis5.27%$1.23BNo change of 20%
Samantha McLemore4.25%$128MNo change of 20%
Hillman Capital Management4.15%$6MNo change of 20%
Richard Pzena3.57%$1.22BNo change of 20%
Dodge & Cox Funds2.71%$5.17BNo change of 20%
Viking Global Investors1.08%$379MNew position
John Rogers0.75%$76MNo change of 20%
Joel Greenblatt0.11%$48M+137%
Bill Nygren0.05%$35M−32.0%
David Katz0.05%$639KNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

12Q3 ’24
11Q4 ’24
11Q1 ’25
12Q2 ’25
12Q3 ’25
12Q4 ’25
13Q1 ’26
11Q2 ’26

Where to next

Dodge & Cox FundsLargest holder by dollars: $5.17B →Prem WatsaHighest conviction: 10.63% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 126650100 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing