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CVS

CVS Health Corporation

Sector: healthcareMedical - Healthcare PlansNYSEMarket Cap: $97.57B

CVS Health Corporation operates a vertically integrated healthcare model (pharmacy benefits, retail, clinics) with a primary political signal of $30,000 in 2024 lobbying focused on drug pricing and healthcare costs, and direct donations to 8 House members on key health and tax committees.

Govt Dependence
15/100
Regulatory Density
95/100
Lobbying Intensity
40/100
Political Signal
NEUTRAL

BusinessWhat CVS does

CVS Health is a diversified healthcare company with a vertically integrated model encompassing pharmacy benefit management (Caremark), retail pharmacy (over 9,000 stores), and primary care/health services (via HealthHUBs and MinuteClinic). Revenue lines include pharmacy services (PBM), retail/long-term care pharmacy, and health care benefits (Aetna).

12 months past · 3 months futureCVS activity timeline

$114$86$58 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $110.60 hi $60.00 lo $108.51 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Ro Khanna (D) · Purchase · 2026-06-02Ro Khanna (D) · Purchase · 2026-05-01Dwight Evans (D) · Sale (Partial) · 2025-11-21Ro Khanna (D) · Purchase · 2026-04-13John Boozman (R) · Purchase · 2026-01-29Michael T. McCaul (R) · Sale · 2026-01-13Ro Khanna (D) · Sale · 2026-01-29Dwight Evans (D) · Sale · 2025-11-21Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-30Michael T. McCaul (R) · sale · 2025-10-27Michael T. McCaul (R) · Sale · 2025-10-27Val T. Hoyle (D) · Sale · 2025-09-23Val T. Hoyle (D) · sale · 2025-09-23Michael T. McCaul (R) · sale · 2025-08-22Michael T. McCaul (R) · Sale · 2025-08-22Ro Khanna (D) · Purchase · 2025-08-04Ro Khanna (D) · purchase · 2025-08-04 Renaissance Technologies · OPENED $18900M · 2026-03-31Two Sigma Investments · - $1049M · 2026-03-31Citadel Advisors · - $357M · 2025-09-30Citadel Advisors · - $293M · 2025-12-31D.E. Shaw & Co. · holds $149M · 2025-12-31D.E. Shaw & Co. · + $145M · 2025-09-30Bridgewater Associates · + $90M · 2025-09-30Bridgewater Associates · - $82M · 2025-12-31Renaissance Technologies · - $12M · 2025-09-30 HR.1860 · committee · 2025-09-16 MARKUP · Senate Health, Education, Labor, and Pensions Subcommittee o · 2026-07-29MARKUP · Senate Health, Education, Labor, and Pensions · 2026-07-30MARKUP · Senate Budget · 2026-08-04
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
251 trading days · 22 congressional trades shown · 0 insider buys · 9 13F filings · 1 past bill actions · 3 upcoming markups

Executive Branch ConflictsCVS held by Trump-administration officials

Lifetime Government AwardsCVS federal contracts by year

$1M
total awarded · 2011–2025
116
contracts on file
2012
peak year ($604K)
$604K $302K 2011: $3K across 1 contract $3K 2011 2012: $604K across 66 contracts (peak year) $604K 2012 66 contracts 2013: $163K across 19 contracts $163K 2013 19 contracts 2014: $56K across 8 contracts $56K 2014 8 contracts 2015: $85K across 5 contracts $85K 2015 5 contracts 2016: $110K across 10 contracts $110K 2016 10 contracts 2017: $46K across 1 contract $46K 2017 2021: $45K across 1 contract $45K 2021 2022: $56K across 3 contracts $56K 2022 3 contracts 2023: $13K across 1 contract $13K 2023 2025: $11K across 1 contract $11K 2025
Top contracts by award amount
$109K Department of Health and Human Serv 2012-07-26 ZUNI SERVICE UNIT ORDER TO CVS CAREMARK FOR IMPLANON/NEXPLANON (FAMILY
$106K Department of Veterans Affairs 2012-03-05 REMODULIN 2.5MG (TREPROSTINIL)/SUPPLIES
$46K Department of Veterans Affairs 2017-12-20 YEALRY REQUIREMENT GIFT CARDS FOR RESEACRH
$45K Department of Veterans Affairs 2021-12-22 GIFT CARDS RESEARCH & DEVELOPMENT PATIENT INCENTIVE FOR PARTICIPATING
$40K Department of Veterans Affairs 2016-08-31 IGF::OT::IGF CVS GIFT CARDS FOR RESEARCH PARTICIPANTS
15 years · 116 contracts

Smart Money · 13F HoldingsHedge funds holding CVS

$20.47B
Total CVS held by tracked 13F funds
5
Funds with CVS positions
+1
Funds opened this quarter
Renaissance Technologies $18.90B opened 5 overlap 2026-03-31
Two Sigma Investments $1.05B -36% 5 overlap 2026-03-31
Citadel Advisors $293M -22% 12 overlap 2025-12-31
D.E. Shaw & Co. $149M holds 12 overlap 2025-12-31
Bridgewater Associates $82M -13% 12 overlap 2025-12-31

Politicians Trading CVSMembers of Congress with recent CVS positions

14 politicians traded CVS across 70 disclosed transactions totaling $2.3M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CVS). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading CVS

2026-06-02 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-05-01 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-11-21 Dwight Evans D-Pennsylvania · house Sale (Partial) $1,001 - $15,000
2026-04-13 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-01-29 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2026-01-13 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2026-01-29 Ro Khanna D-California · house Sale $1,001 - $15,000
2024-12-11 Julia Letlow R-Louisiana · house Sale $1,001 - $15,000
2024-10-25 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
2025-11-21 Dwight Evans D-Pennsylvania · house Sale $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
30+ trades on file · most recent 2026-07-08

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

10
stock awards · $15.5M market value
2026-03-31 Joyner J. David President, CEO and Chair AWARD 86,326 sh $6.2M
2026-03-31 Shah Prem S EVP and Group President AWARD 25,062 sh $1.8M
2026-03-31 Nelson Steven H EVP and President, Aetna AWARD 22,277 sh $1.6M
2026-03-31 Mandadi Tilak EVP, Chief Exp & Tech Officer AWARD 22,277 sh $1.6M
2026-03-31 Newman Brian EVP, Chief Financial Officer AWARD 19,493 sh $1.4M
2026-03-31 Khichi Samrat S. EVP, CPO and General Counsel AWARD 12,531 sh $900K
2026-03-31 Clark James David SVP, Cont & Chief Acct Officer AWARD 11,138 sh $800K
2026-03-31 CAPOZZI HEIDI B EVP and Chief People Officer AWARD 10,025 sh $720K
For CVS, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting CVSLive legislation impacting this stock

Political ProfileWhere CVS sits in Washington

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STRUCTURAL: Strong committee alignment with $44,000 in donations to 8 House members on key health (Energy and Commerce) and tax (Ways and Means) committees, plus $30,000 lobbying on drug pricing. EVIDENTIARY: No recent corporate insider buys in 180-day window (get_corporate_insider_signal shows tier F, 0 buys), but two Form 4 buys in 2025 totaling ~$2.1M. Minimal federal contracts ($125k). Net: High regulatory exposure but low transactional signals.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Drug pricing and PBM regulation under House Energy and Commerce Committee jurisdiction
    Congress (House Committee on Energy and Commerce)
    "get_political_influence.donations shows donations to members of HSIF (Energy and Commerce), including ranking member Frank Pallone (D-NJ) and member Gus Bilirakis (R-FL), who chairs the Health subcomm"

Regulatory opportunities

  • Lobbying for lower healthcare costs and PBM industry education may shape favorable legislation
    Congress
    "Lobbying filings touching this ticker[0] shows $30,000 lobbying on 'issues involving lowering the cost of healthcare and prescription drug prices; quality healthcare, patient outcomes, and healthcare "

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for CVS

KEEFE STRATEGIES LLC (FKA KEEFE SINGISER PARTNERS) · $30K healthcare
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Frequently AskedAbout CVS & political exposure

Does CVS Health Corporation (CVS) hold federal contracts?
Yes. CVS Health Corporation has 116 federal contract awards totaling $1,191,872, primarily from agencies including Department of Defense, Department of Health and Human Services, Department of Justice. See full contract list and amounts on this page.
Which Trump cabinet officials own CVS stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in CVS on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded CVS stock?
614 congressional trades by 60 unique members of Congress, most recently on 2026-06-02. See the Congressional Trading panel for politician-by-politician breakdown.
What is CVS political risk profile?
Government dependence: 15/100. Lobbying intensity: 40/100. Political signal: neutral. Donor party split: R 32% / D 68%.
How does GovGreed track CVS political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. CVS data is updated daily from these official federal sources.