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CVS Health (CVS) Institutional Ownership

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$67.38 +0.78 (+1.16%)
Closing price 07/3/2025 03:59 PM Eastern
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$67.38 0.00 (0.00%)
As of 07/3/2025 04:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for CVS Health (NYSE:CVS)

Current
Institutional Ownership
Percentage
80.66%
Number of
Institutional Buyers
(last 12 months)
1127
Total
Institutional Inflows
(last 12 months)
$10.41B
Number of
Institutional Sellers
(last 12 months)
1234
Total
Institutional Outflows
(last 12 months)
$6.85B
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Skip Chart & View Institutional Buying and Selling Data

CVS Institutional Buying and Selling by Quarter

CVS Health Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025McLean Asset Management Corp4,546$303K0.1%-11.3%0.000%
7/3/2025City Center Advisors LLC3,458$239K0.3%-44.9%0.000%
7/2/2025 InvesTrust14,384$992K0.4%-66.8%0.001%
7/2/2025 Central Pacific Bank Trust Division33,000$2.28M0.3%+1.5%0.003%
7/1/2025 Cacti Asset Management LLC405,360$27.76M2.0%-1.2%0.032%
7/1/2025 Park National Corp OH189,431$13.07M0.4%-7.7%0.015%
7/1/2025 Kera Capital Partners Inc.5,384$371K0.1%N/A0.000%
7/1/2025 Cullen Investment Group LTD.11,873$819K0.1%-28.5%0.001%
6/30/2025Pensionfund Sabic18,000$1.22M0.4%-5.3%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs46,676$2.99M0.2%N/A0.004%
6/23/2025Swedbank AB1,420,266$96.22M0.1%+1.0%0.112%
6/18/2025Voya Investment Management LLC2,463,583$166.91M0.2%-14.2%0.195%
6/10/2025Birchbrook Inc.5,507$373K0.2%-11.5%0.000%
6/4/2025First Hawaiian Bank102,950$6.98M0.3%+4.0%0.008%
6/2/2025Modern Wealth Management LLC3,007$204K0.0%N/A0.000%
5/28/2025Strs Ohio823,254$55.78M0.2%N/A0.065%
5/28/2025GK Wealth Management LLC3,737$253K0.3%N/A0.000%
5/28/2025Intrua Financial LLC8,573$581K0.1%-15.6%0.001%
5/28/2025Addison Capital Co11,951$810K0.3%-17.6%0.001%
5/27/2025Jacobi Capital Management LLC30,255$2.05M0.2%+4.6%0.002%
5/27/2025Advisors Capital Management LLC217,896$14.76M0.2%+7.3%0.017%
5/22/2025WBI Investments LLC73,562$4.98M1.3%+388.3%0.006%
5/21/2025Westbourne Investments Inc.7,500$508K0.3%N/A0.001%
5/21/2025Acadian Asset Management LLC114,903$7.78M0.0%+888.7%0.009%
5/20/2025Belpointe Asset Management LLC8,024$544K0.0%-15.5%0.001%
5/20/2025Intech Investment Management LLC40,481$2.74M0.0%-20.4%0.003%
5/20/2025Focus Partners Wealth325,036$22.02M0.1%-11.7%0.026%
5/20/2025Integrity Alliance LLC.12,793$867K0.0%N/A0.001%
5/20/2025Ransom Advisory Ltd21,810$1.48M0.7%N/A0.002%
5/20/2025Anchor Investment Management LLC10,457$708K0.1%-12.1%0.001%
5/20/2025Glenview Trust co19,785$1.34M0.0%-35.7%0.002%
5/20/2025Plato Investment Management Ltd40,653$2.78M0.2%-3.3%0.003%
5/19/2025Advisory Alpha LLC4,390$297K0.0%N/A0.000%
5/19/2025Bayforest Capital Ltd4,881$331K0.1%N/A0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,322,822$563.87M0.1%-1.2%0.658%
5/19/2025DCM Advisors LLC70,610$4.76M2.5%-13.4%0.006%
5/19/2025Optimize Financial Inc7,246$491K0.2%-11.2%0.001%
5/17/2025Standard Family Office LLC488$33K0.0%-42.9%0.000%
5/16/2025Wilson & Boucher Capital Management LLC7,150$484K0.4%-5.3%0.001%
5/16/2025Woodline Partners LP106,518$7.22M0.0%+95.1%0.008%
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5/16/2025Empowered Funds LLC211,484$14.33M0.2%+560.4%0.017%
5/16/2025Logan Capital Management Inc.19,790$1.34M0.1%+12.9%0.002%
5/16/2025MBB Public Markets I LLC4,661$316K0.0%N/A0.000%
5/16/2025Ascent Group LLC7,339$497K0.0%N/A0.001%
5/16/2025RNC Capital Management LLC813,333$55.10M2.8%+44.6%0.064%
5/16/2025Meiji Yasuda Asset Management Co Ltd.43,064$2.92M0.1%+0.4%0.003%
5/16/2025Arete Wealth Advisors LLC7,740$524K0.0%+31.2%0.001%
5/16/2025Great Lakes Advisors LLC220,855$14.96M0.1%-1.7%0.017%
5/16/2025Bell Investment Advisors Inc455$31K0.0%+119.8%0.000%
5/16/2025Sciencast Management LP38,045$2.58M0.6%N/A0.003%
5/16/2025Voleon Capital Management LP 45,570$3.09M0.2%+427.8%0.004%
5/16/2025Fred Alger Management LLC31,482$2.13M0.0%N/A0.002%
5/16/2025Ashton Thomas Private Wealth LLC9,381$636K0.0%+20.8%0.001%
5/16/2025Kestra Investment Management LLC12,023$815K0.0%+76.7%0.001%
5/16/2025Resources Management Corp CT ADV59,775$4.05M0.6%-29.5%0.005%
5/16/2025Jones Financial Companies Lllp21,156$1.43M0.0%-85.4%0.002%
5/16/2025USS Investment Management Ltd223,358$15.14M0.1%-43.9%0.018%
5/16/2025UniSuper Management Pty Ltd90,197$6.11M0.0%-1.6%0.007%
5/16/2025Sepio Capital LP3,026$205K0.0%N/A0.000%
5/16/2025Parkman Healthcare Partners LLC496,736$33.65M4.0%+176.0%0.039%
5/16/2025Parkwood LLC179,677$12.17M1.1%-9.8%0.014%
5/16/2025New England Asset Management Inc.94,735$6.42M1.0%+9.6%0.007%
5/16/2025Nissay Asset Management Corp Japan ADV158,526$10.74M0.1%+1.2%0.013%
5/16/2025National Wealth Management Group LLC13,153$891K0.6%N/A0.001%
5/16/2025NewEdge Advisors LLC99,176$6.72M0.0%+73.1%0.008%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.244,651$16.58M0.0%-28.1%0.019%
5/16/2025Integrated Wealth Concepts LLC27,131$1.84M0.0%-18.7%0.002%
5/16/2025Hall Laurie J Trustee8,000$542K0.2%-30.5%0.001%
5/16/2025Hancock Whitney Corp8,609$583K0.0%-3.5%0.001%
5/16/2025Edmond DE Rothschild Holding S.A.653,100$44.25M0.8%-42.3%0.052%
5/16/2025Cinctive Capital Management LP166,290$11.27M0.9%N/A0.013%
5/16/2025BW Gestao de Investimentos Ltda.150,000$10.16M0.3%-16.7%0.012%
5/16/2025Alliancebernstein L.P.1,489,965$100.95M0.0%+3.5%0.118%
5/16/2025Banque Transatlantique SA4,059$254K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC3,687,268$249.15M0.3%+38.2%0.291%
5/16/2025Ariel Investments LLC1,020,033$69.11M0.8%+9.8%0.081%
5/16/2025Atalanta Sosnoff Capital LLC6,842$464K0.0%N/A0.001%
5/16/2025Advisors Asset Management Inc.191,359$12.97M0.2%+1.1%0.015%
5/16/2025AlTi Global Inc.82,650$5.60M0.1%-36.1%0.007%
5/16/2025Ancora Advisors LLC7,913$536K0.0%-13.3%0.001%
5/16/2025Amundi4,764,337$321.78M0.1%-32.5%0.377%
5/16/2025Adage Capital Partners GP L.L.C.1,123,774$76.14M0.1%-5.8%0.089%
5/15/2025Promethium Advisors LLC3,480$236K0.2%N/A0.000%
5/15/2025Empyrean Capital Partners LP1,531,000$103.73M3.7%+72.0%0.121%
5/15/2025Federation des caisses Desjardins du Quebec992,585$67.25M0.3%+1.9%0.078%
5/15/2025Chiron Capital Management LLC15,328$1.04M0.9%-40.4%0.001%
5/15/2025EP Wealth Advisors LLC106,682$7.23M0.1%+1.7%0.008%
5/15/2025First Manhattan CO. LLC.39,815$2.70M0.0%-25.0%0.003%
5/15/2025GW Henssler & Associates Ltd.4,334$294K0.0%N/A0.000%
5/15/20258 Knots Management LLC617,120$41.81M5.3%+27.3%0.049%
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5/15/2025Focus Partners Advisor Solutions LLC14,188$961K0.0%N/A0.001%
5/15/2025First Financial Bankshares Inc6,035$409K0.0%-9.8%0.000%
5/15/2025Flputnam Investment Management Co.9,004$610K0.0%-34.5%0.001%
5/15/2025Beck Mack & Oliver LLC20,963$1.42M0.0%+2.6%0.002%
5/15/2025Retirement Planning Co of New England Inc.27,017$1.83M0.7%-1.9%0.002%
5/15/2025Quarry LP721$49K0.0%-66.7%0.000%
5/15/2025Saudi Central Bank495$34K0.2%N/A0.000%
5/15/2025Hayek Kallen Investment Management5,056$343K0.1%-25.9%0.000%
5/15/2025Connecticut Wealth Management LLC3,698$251K0.0%N/A0.000%
5/15/2025Junto Capital Management LP480,677$32.57M0.7%N/A0.038%
(Data available from 1/1/2016 forward)

CVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVS shares?

During the previous two years, 2,498 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were Vanguard Group Inc. ($8.02B), BlackRock Inc. ($6.48B), Dodge & Cox ($4.98B), State Street Corp ($3.55B), Capital World Investors ($2.74B), Morgan Stanley ($2.17B), and Invesco Ltd. ($1.38B).Learn more on CVS Health's institutional investors.

What percentage of CVS Health's stock is owned by institutional investors?

80.66% of CVS Health's stock is owned by institutional investors. Learn more on CVS's institutional investor holdings.

Which institutional investors have been buying CVS Health's stock?

Of the 1,965 institutional investors that purchased CVS Health's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($32.53M), Pzena Investment Management LLC ($19.61M), Capital International Investors ($16.28M), Capital World Investors ($16.17M), Davis Selected Advisers ($11.37M), Dodge & Cox ($10.43M), and Invesco Ltd. ($6.55M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 193,472,976 shares in the last 24 months. This purchase volume represents approximately $10.41B in transactions.

Which of CVS Health's major shareholders have been selling company stock?

Of the 1,234 institutional investors that sold CVS Health's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacer Advisors Inc. ($5.50M), Hotchkis & Wiley Capital Management LLC ($5.16M), State of Michigan Retirement System ($3.17M), Capital Research Global Investors ($3.14M), Franklin Resources Inc. ($3.11M), KBC Group NV ($3.07M), and Sachem Head Capital Management LP ($2.90M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 123,596,944 shares in the last 24 months. This volume of shares sold represents approximately $6.85B in transactions.


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This page (NYSE:CVS) was last updated on 7/4/2025 by MarketBeat.com Staff
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