CVS Health Corp (CVS) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
CVS Health Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Drug Stores and Proprietary Stores
High 90.17 at 4:15 am ET, low 88.24 at 12:30 pm ET.
CVS Health Corporation provides health services in the United States. The company's Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. Its Pharmacy Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, mail order pharmacy, specialty pharmacy and infusion, clinical, and disease and medical spend management services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, plans offered on public health insurance and private health insurance exchanges, other sponsors of health benefit plans, and individuals. This segment operates retail specialty pharmacy stores; and specialty mail-order, mail-order dispensing, and compounding pharmacies, as well as branches for infusion and enteral nutrition services. The company's Retail/LTC segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products; and provides health care services through its MinuteClinic walk-in medical clinics. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. As of December 31, 2021, it operated approximately 9,900 retail locations and 1,200 MinuteClinic locations, as well as online retail pharmacy websites, LTC pharmacies, and onsite pharmacies. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was founded in 1963 and is headquartered in Woonsocket, Rhode Island.
the bull case· 3
3
customers naming CVS as a supplier in their own filings
sec filingsfrom their filings30.00%
share of Cardinal Health revenue coming from CVS, per Cardinal's filing
10-Kfrom their filing+1.75%
change in shares held by the largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 2
74.00%
revenue from the largest disclosed customer, US Centers for Medicare and Medicaid Services
10-Kfiled Feb 12 '2510 of 22
largest reporting managers that reduced their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 3 '26 report. Not a forecast, not advice.
Of the 6 companies CVS Health Corp moves with most closely, none share its SEC classification.
Measured against 500 trading days of our own closes. Co-movement, not cause.
SIC 5912, Retail-Drug Stores and Proprietary Stores, from each company's own filings. Largest first.
tall tick = annual report · 2 on record
2,075 managers report a position worth $120.1B between them, and 55 of them hold 80% of it.
CVS (CVS Health Corp) has 12 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.