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CVS Health (CVS) Institutional Ownership

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$80.78 +1.12 (+1.41%)
As of 02:32 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)
1197
Total
Institutional Inflows
(last 12 months)
$12.62B
Number of
Institutional Sellers
(last 12 months)
1188
Total
Institutional Outflows
(last 12 months)
$7.01B
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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
10/15/2025Triangle Securities Wealth Management9,655$728K0.2%-1.5%0.001%
10/15/2025Symmetry Partners LLC5,826$439K0.0%+2.5%0.000%
10/15/2025Founders Financial Securities LLC29,208$2.20M0.1%+4.0%0.002%
10/15/2025Future Financial Wealth Managment LLC887$67K0.0%-71.2%0.000%
10/15/2025Value Partners Investments Inc.548,893$41.36M3.4%-3.0%0.043%
10/15/2025Albert D Mason Inc.10,014$755K0.5%-2.2%0.001%
10/15/2025Swedbank AB2,248,784$169.54M0.2%+0.3%0.177%
10/15/2025Optas LLC4,052$305K0.1%-35.5%0.000%
10/15/2025DAVENPORT & Co LLC41,064$3.10M0.0%-1.7%0.003%
10/15/2025IFM Investors Pty Ltd244,816$18.55M0.2%+2.6%0.019%
10/14/2025Key Client Fiduciary Advisors LLC7,969$601K0.2%+2.3%0.001%
10/14/2025Revolve Wealth Partners LLC3,380$255K0.0%+15.0%0.000%
10/14/2025True North Advisors LLC3,819$288K0.0%N/A0.000%
10/14/2025OLD National Bancorp IN347,615$26.21M0.4%+1.4%0.027%
10/14/2025Yousif Capital Management LLC213,227$16.08M0.2%-5.7%0.017%
10/14/2025Trust Co. of Vermont34,151$2.58M0.1%-16.3%0.003%
10/14/2025Farther Finance Advisors LLC17,793$1.34M0.0%+15.7%0.001%
10/14/2025Parcion Private Wealth LLC4,002$302K0.0%N/A0.000%
10/14/2025Patton Fund Management Inc.64,811$4.89M0.9%+1,822.6%0.005%
10/14/2025HBK Sorce Advisory LLC31,218$2.40M0.1%+14.2%0.002%
10/14/2025Exchange Traded Concepts LLC34,298$2.59M0.0%+86.7%0.003%
10/14/2025Kentucky Trust Co13,872$1.05M0.6%-2.1%0.001%
10/14/2025Somerset Trust Co4,831$364K0.1%+16.2%0.000%
10/14/2025Bridge Creek Capital Management LLC60,504$4.56M1.3%-0.9%0.005%
10/14/2025Brighton Jones LLC19,542$1.47M0.0%+81.0%0.002%
10/14/2025DLK Investment Management LLC3,317$250K0.1%N/A0.000%
10/14/2025Goelzer Investment Management Inc.4,670$352K0.0%-4.0%0.000%
10/14/2025TOWER TRUST & INVESTMENT Co15,576$1.17M0.8%-1.2%0.001%
10/14/2025Clarius Group LLC2,755$208K0.0%-23.7%0.000%
10/14/2025TCI Wealth Advisors Inc.13,669$1.03M0.1%-1.1%0.001%
10/10/2025 F&V Capital Management LLC144,854$10.92M2.5%+1.4%0.011%
10/10/2025 ABLE Financial Group LLC41,227$3.11M0.7%N/A0.003%
10/10/2025 CHICAGO TRUST Co NA8,626$650K0.1%-1.8%0.001%
10/10/2025 USA Financial Formulas6,464$487K0.1%-68.8%0.001%
10/10/2025 Charles Schwab Trust Co6,534$493K0.0%+6.1%0.001%
10/10/2025 Thomasville National Bank3,724$281K0.0%N/A0.000%
10/10/2025 Stolper Co25,883$1.95M0.6%+4.3%0.002%
10/10/2025 Douglas Lane & Associates LLC563,420$42.48M0.6%-4.9%0.044%
10/10/2025 Red Door Wealth Management LLC3,605$272K0.0%N/A0.000%
10/10/2025 Trust Point Inc.3,614$272K0.0%N/A0.000%
10/10/2025 Wedge Capital Management L L P NC390,797$29.46M0.5%-19.7%0.031%
10/10/2025 Brown Lisle Cummings Inc.12,873$970K0.2%-1.6%0.001%
10/10/2025 Corsicana & Co.4,730$357K0.2%N/A0.000%
10/10/2025 Quotient Wealth Partners LLC7,673$578K0.0%-1.9%0.001%
10/10/2025 Perpetual Ltd7,038$531K0.0%-47.1%0.001%
10/10/2025 Focus Financial Network Inc.10,958$826K0.0%-4.2%0.001%
10/10/2025 Fiduciary Financial Group LLC5,690$429K0.1%N/A0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC4,696$354K0.0%-38.1%0.000%
10/9/2025 Independence Bank of Kentucky3,354$253K0.0%-56.3%0.000%
10/9/2025 Baker Tilly Wealth Management LLC13,298$1.00M0.2%-2.0%0.001%
10/9/2025 AdvisorNet Financial Inc21,478$1.62M0.1%+541.5%0.002%
10/9/2025 Meadowbrook Wealth Management LLC4,925$371K0.4%N/A0.000%
10/9/2025 Centurion Wealth Management LLC2,746$207K0.0%N/A0.000%
10/9/2025 Toth Financial Advisory Corp71,807$5.41M0.6%+16.8%0.006%
10/9/2025 Newman Dignan & Sheerar Inc.8,872$669K0.1%-2.1%0.001%
10/9/2025 Board of the Pension Protection Fund3,400$256K0.3%N/A0.000%
10/9/2025 Sky Investment Group LLC2,698$203K0.0%N/A0.000%
10/9/2025 Princeton Global Asset Management LLC499$38K0.0%-50.1%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC14,567$1.10M0.0%+10.7%0.001%
10/9/2025 Voya Investment Management LLC405,702$30.59M0.0%-80.9%0.032%
10/9/2025 Dynamic Advisor Solutions LLC36,257$2.73M0.1%-1.5%0.003%
10/8/2025 Genesis Private Wealth LLC2,873$217K0.1%N/A0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC13,117$989K0.1%-23.6%0.001%
10/8/2025 Peak Financial Advisors LLC18,222$1.37M0.7%+23.0%0.001%
10/8/2025 Armstrong Advisory Group Inc.2,011$152K0.0%-8.4%0.000%
10/8/2025 Peoples Bank KS9,550$720K0.7%-34.0%0.001%
10/8/2025 Wedmont Private Capital14,311$1.10M0.0%+17.4%0.001%
10/8/2025 Czech National Bank322,129$24.29M0.2%+4.2%0.025%
10/8/2025 Beacon Financial Group5,548$418K0.0%-8.9%0.000%
10/7/2025 Woodstock Corp30,219$2.28M0.2%-25.8%0.002%
10/7/2025 Lynch & Associates IN24,813$1.87M0.4%+8.5%0.002%
10/7/2025 Ransom Advisory Ltd19,083$1.44M0.6%-4.7%0.002%
10/7/2025 Wynn Capital LLC20,061$1.51M0.7%+1.7%0.002%
10/7/2025 ST Germain D J Co. Inc.13,002$980K0.0%-15.6%0.001%
10/7/2025 Canandaigua National Bank & Trust Co.36,532$2.75M0.2%-2.9%0.003%
10/7/2025 1620 Investment Advisors Inc.2,736$206K0.1%+6.1%0.000%
10/7/2025 Assenagon Asset Management S.A.2,585,087$194.89M0.3%+50.0%0.204%
10/7/2025 Traphagen Investment Advisors LLC2,874$217K0.0%N/A0.000%
10/7/2025 Cullen Investment Group LTD.9,747$755K0.1%-17.9%0.001%
10/7/2025 Salem Investment Counselors Inc.44,605$3.36M0.1%-8.5%0.004%
10/7/2025 Sonora Investment Management Group LLC4,880$368K0.0%-5.2%0.000%
10/7/2025 Sanders Morris Harris LLC5,674$428K0.1%N/A0.000%
10/6/2025 Exeter Financial LLC38,780$2.92M1.3%-1.0%0.003%
10/6/2025 Moody National Bank Trust Division21,586$1.63M0.1%+3.3%0.002%
10/6/2025 City Center Advisors LLC5,170$390K0.4%+49.5%0.000%
10/6/2025 HF Advisory Group LLC5,219$393K0.1%+2.9%0.000%
10/6/2025 Greenfield Savings Bank11,039$832K0.4%-24.4%0.001%
10/6/2025 Nilsine Partners LLC3,608$272K0.0%N/A0.000%
10/3/2025 Iowa State Bank21,634$1.63M0.3%+4.0%0.002%
10/3/2025 Summit Financial Wealth Advisors LLC10,457$804K0.1%+8.0%0.001%
10/3/2025 Aaron Wealth Advisors LLC34,259$2.58M0.2%+177.4%0.003%
10/3/2025 Shorepoint Capital Partners LLC62,292$4.70M0.9%N/A0.005%
10/2/2025 Central Pacific Bank Trust Division32,700$2.47M0.3%-0.9%0.003%
10/2/2025 St. Louis Financial Planners Asset Management LLC21,155$1.60M1.0%+97.1%0.002%
10/2/2025 GAMMA Investing LLC19,009$1.43M0.1%+1.0%0.001%
10/2/2025 AHL Investment Management Inc.38,684$2.92M2.0%-2.7%0.003%
10/1/2025 Park National Corp OH172,605$13.01M0.4%-8.9%0.014%
10/1/2025 American National Bank of Texas3,000$226K0.2%N/A0.000%
10/1/2025 Cacti Asset Management LLC398,293$30.18M2.0%-1.7%0.031%
10/1/2025 Farmers Trust Co.78,548$5.92M1.0%-2.9%0.006%
(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, 2,439 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were Vanguard Group Inc. ($8.31B), Dodge & Cox ($5.06B), State Street Corp ($4.06B), Capital World Investors ($2.74B), Morgan Stanley ($2.17B), Geode Capital Management LLC ($1.97B), and Invesco Ltd. ($1.62B).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 1,877 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 ($52.23M), Pzena Investment Management LLC ($19.61M), Capital International Investors ($16.28M), Capital World Investors ($16.17M), Davis Selected Advisers ($11.41M), Dodge & Cox ($10.43M), and Invesco Ltd. ($9.67M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 222,543,720 shares in the last 24 months. This purchase volume represents approximately $12.62B in transactions.

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

Of the 1,183 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: Hotchkis & Wiley Capital Management LLC ($5.16M), Glenview Capital Management LLC ($3.75M), Holocene Advisors LP ($3.55M), Amundi ($3.24M), State of Michigan Retirement System ($3.19M), Franklin Resources Inc. ($3.15M), and Capital Research Global Investors ($3.14M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 121,184,397 shares in the last 24 months. This volume of shares sold represents approximately $7.01B in transactions.


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This page (NYSE:CVS) was last updated on 10/15/2025 by MarketBeat.com Staff
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