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CVS Health (CVS) Institutional Ownership

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$69.42 +2.71 (+4.06%)
Closing price 03:59 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)
1056
Total
Institutional Inflows
(last 12 months)
$9.92B
Number of
Institutional Sellers
(last 12 months)
1212
Total
Institutional Outflows
(last 12 months)
$6.10B
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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
5/1/2025Callahan Advisors LLC32,365$2.19M0.2%+10.7%0.003%
5/1/2025Park Square Financial Group LLC581$39K0.0%-39.4%0.000%
5/1/2025Cromwell Holdings LLC925$63K0.0%-64.4%0.000%
5/1/2025Diversify Wealth Management LLC13,274$863K0.1%-18.0%0.001%
5/1/2025Xponance Inc.188,508$12.77M0.1%-0.2%0.015%
5/1/2025Fidelis Capital Partners LLC13,686$894K0.1%+118.1%0.001%
4/30/2025State of Michigan Retirement System409,577$27.75M0.2%-88.6%0.032%
4/30/2025Cerity Partners LLC648,266$43.92M0.1%+25.0%0.051%
4/30/2025Hara Capital LLC579$39K0.0%-46.2%0.000%
4/30/2025Vision Capital Management Inc.43,920$2.98M0.4%+2.3%0.003%
4/30/2025Alps Advisors Inc.367,819$24.92M0.1%-25.0%0.029%
4/30/2025Round Rock Advisors LLC15,151$1.03M0.2%-4.8%0.001%
4/30/2025Allworth Financial LP25,825$1.70M0.0%+18.5%0.002%
4/30/2025tru Independence LLC70,742$4.79M1.5%+3.6%0.006%
4/30/2025Poinciana Advisors Group LLC3,332$226K0.2%N/A0.000%
4/30/2025Peddock Capital Advisors LLC4,871$330K0.1%-20.0%0.000%
4/30/2025Forza Wealth Management LLC8,524$578K0.3%+2.6%0.001%
4/30/2025Quotient Wealth Partners LLC7,764$526K0.0%N/A0.001%
4/30/2025First Interstate Bank3,854$261K0.0%N/A0.000%
4/30/2025Nisa Investment Advisors LLC331,498$22.46M0.1%+8.9%0.026%
4/30/2025Topsail Wealth Management LLC4,970$337K0.1%N/A0.000%
4/30/2025Moloney Securities Asset Management LLC32,838$2.23M0.3%+20.3%0.003%
4/30/2025Banque Pictet & Cie SA3,206$217K0.0%N/A0.000%
4/30/2025Wealth Advisory Solutions LLC7,451$505K0.1%N/A0.001%
4/30/2025LBP AM SA140,330$9.51M0.1%-3.7%0.011%
4/30/2025Axxcess Wealth Management LLC10,256$695K0.0%N/A0.001%
4/30/2025New Mexico Educational Retirement Board58,777$3.98M0.1%-2.0%0.005%
4/30/2025Court Place Advisors LLC30,342$2.06M0.7%-5.5%0.002%
4/30/2025Rehmann Capital Advisory Group20,427$1.38M0.1%+8.8%0.002%
4/30/2025Slagle Financial LLC19,559$1.33M0.6%N/A0.002%
4/30/2025MeadowBrook Investment Advisors LLC10,434$707K0.7%-3.5%0.001%
4/30/2025Greenleaf Trust19,949$1.35M0.0%+17.7%0.002%
4/30/2025Silverlake Wealth Management LLC10,087$683K0.3%-6.8%0.001%
4/30/2025DekaBank Deutsche Girozentrale1,901,908$126.85M0.2%+2.3%0.151%
4/30/2025Personal CFO Solutions LLC11,136$754K0.2%+11.1%0.001%
4/30/2025Valeo Financial Advisors LLC30,489$2.07M0.0%+5.3%0.002%
4/30/2025BXM Wealth LLC5,288$357K0.4%-24.2%0.000%
4/30/2025CapWealth Advisors LLC361,854$24.52M2.7%+7.1%0.029%
4/30/2025M&T Bank Corp181,289$12.28M0.0%-8.6%0.014%
4/30/2025Stratos Wealth Partners LTD.27,077$1.83M0.0%-31.7%0.002%
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4/30/2025Sierra Capital LLC10,378$703K0.1%-6.0%0.001%
4/30/2025Brown Advisory Inc.98,596$6.68M0.0%-25.5%0.008%
4/30/2025ARGA Investment Management LP2,321,242$157.26M5.3%-3.4%0.184%
4/30/2025Bank Hapoalim BM3,975$269K0.0%N/A0.000%
4/30/2025China Universal Asset Management Co. Ltd.37,871$2.57M0.2%N/A0.003%
4/30/2025Davidson Investment Advisors198,833$13.47M0.7%+23.2%0.016%
4/30/2025Beverly Hills Private Wealth LLC4,644$315K0.1%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.316,438$21.44M0.4%+6.7%0.025%
4/29/2025 Brass Tax Wealth Management Inc.3,429$232K0.0%N/A0.000%
4/29/2025 Financial Counselors Inc.84,010$5.69M0.1%-1.4%0.007%
4/29/2025 Callan Capital LLC3,844$260K0.0%N/A0.000%
4/29/2025 TD Private Client Wealth LLC78,914$5.35M0.1%+152.4%0.006%
4/29/2025 Capital Advisors Inc. OK14,891$1.01M0.0%-2.2%0.001%
4/29/2025 Envestnet Asset Management Inc.1,863,078$126.22M0.0%+21.8%0.148%
4/29/2025 Hexagon Capital Partners LLC7,353$498K0.1%+10.1%0.001%
4/29/2025 Chilton Capital Management LLC485$33K0.0%-27.8%0.000%
4/29/2025 US Asset Management LLC4,333$294K0.3%N/A0.000%
4/29/2025 Compass Wealth Management LLC4,084$277K0.1%-51.3%0.000%
4/29/2025 Sierra Ocean LLC719$49K0.0%+584.8%0.000%
4/29/2025 Lee Danner & Bass Inc.55,377$3.75M0.3%-2.4%0.004%
4/29/2025 Proffitt & Goodson Inc.12,628$856K0.1%+11.5%0.001%
4/29/2025 Novare Capital Management LLC54,421$3.69M0.3%-6.0%0.004%
4/29/2025 Concurrent Investment Advisors LLC13,422$909K0.0%-71.6%0.001%
4/29/2025 VAUGHAN & Co SECURITIES INC.13,271$899K0.6%N/A0.001%
4/29/2025 Simmons Bank4,606$312K0.0%-14.1%0.000%
4/29/2025 HM Payson & Co.20,929$1.42M0.0%-6.0%0.002%
4/29/2025 Bank of New York Mellon Corp8,981,262$608.48M0.1%+2.1%0.712%
4/29/2025 World Investment Advisors31,626$2.14M0.1%-1.0%0.003%
4/29/2025 Wayfinding Financial LLC808$54K0.0%N/A0.000%
4/29/2025 Capital Investment Advisory Services LLC16,031$1.09M0.1%+12.8%0.001%
4/29/2025 Impax Asset Management Group plc379,107$25.68M0.2%-14.0%0.030%
4/29/2025 Argyle Capital Management LLC30,217$2.05M0.8%+3.1%0.002%
4/29/2025 Investors Asset Management of Georgia Inc. GA ADV9,715$658K0.3%-1.9%0.001%
4/29/2025 Brookstone Capital Management72,895$4.94M0.1%+5.0%0.006%
4/29/2025 Kintegral Advisory LLC44,670$3.03M0.5%-32.9%0.004%
4/29/2025 Nichols & Pratt Advisers LLP MA102,312$6.93M0.5%-6.9%0.008%
4/29/2025 Deroy & Devereaux Private Investment Counsel Inc.392,254$26.58M1.5%-0.6%0.031%
4/29/2025 IFM Investors Pty Ltd249,570$15.69M0.2%+9.4%0.020%
4/29/2025 OneDigital Investment Advisors LLC400,955$27.17M0.3%+0.4%0.032%
4/29/2025 44 Wealth Management LLC37,059$2.51M0.9%+7.9%0.003%
4/29/2025 Silver Oak Securities Incorporated4,344$292K0.0%N/A0.000%
4/29/2025 Calamos Advisors LLC220,518$14.94M0.1%+1.1%0.017%
4/29/2025 Aviance Capital Partners LLC4,499$305K0.0%N/A0.000%
4/29/2025 Goelzer Investment Management Inc.5,266$357K0.0%-51.5%0.000%
4/29/2025 Checchi Capital Advisers LLC7,217$489K0.0%+21.9%0.001%
4/28/2025 North Capital Inc.3,194$216K0.2%N/A0.000%
4/28/2025 D.A. Davidson & CO.181,358$12.29M0.1%-3.4%0.014%
4/28/2025 Principal Financial Group Inc.1,452,700$98.42M0.1%+2.1%0.115%
4/28/2025 Mutual Advisors LLC13,511$883K0.0%-7.1%0.001%
4/28/2025 Oregon Public Employees Retirement Fund108,312$7.34M0.1%+0.4%0.009%
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4/28/2025 Resonant Capital Advisors LLC3,058$207K0.0%N/A0.000%
4/28/2025 Teacher Retirement System of Texas282,232$19.12M0.1%+248.0%0.022%
4/28/2025 First Horizon Advisors Inc.9,415$638K0.0%+36.4%0.001%
4/28/2025 Novem Group11,788$799K0.1%-5.9%0.001%
4/28/2025 Hudson Edge Investment Partners Inc.105,098$7.12M1.4%-0.7%0.008%
4/28/2025 Pinnacle Financial Partners Inc30,239$1.90M0.0%-91.1%0.002%
4/28/2025 Aaron Wealth Advisors LLC10,900$738K0.1%+23.6%0.001%
4/28/2025 Great Point Wealth Advisors LLC3,106$210K0.0%N/A0.000%
4/28/2025 LFA Lugano Financial Advisors SA1,140$77K0.1%-22.3%0.000%
4/28/2025 Keybank National Association OH102,180$6.92M0.0%-9.6%0.008%
(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, 2,511 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were BlackRock Inc. ($6.48B), Vanguard Group Inc. ($5.27B), State Street Corp ($3.55B), Dodge & Cox ($3.15B), Capital World Investors ($2.74B), Morgan Stanley ($2.17B), and FMR LLC ($1.26B).Learn more on CVS's institutional investors.

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

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

Which institutional investors have been buying CVS Health stock?

Of the 1,993 institutional investors that purchased CVS Health 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 ($11.21M), FMR LLC ($9.43M), and Dodge & Cox ($7.08M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 312,272,326 shares in the last 24 months. This purchase volume represents approximately $19.52B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,818 institutional investors that sold CVS Health stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($16.35M), Veritas Asset Management LLP ($11.85M), Boston Partners ($8.67M), Pacer Advisors Inc. ($5.50M), Ameriprise Financial Inc. ($5.30M), Bank of New York Mellon Corp ($4.15M), and Caisse DE Depot ET Placement DU Quebec ($4.09M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 235,843,011 shares in the last 24 months. This volume of shares sold represents approximately $15.00B in transactions.


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This page (NYSE:CVS) was last updated on 5/1/2025 by MarketBeat.com Staff
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