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CVS Health (CVS) Institutional Ownership

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$61.45 -1.02 (-1.63%)
Closing price 08/4/2025 03:59 PM Eastern
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$61.52 +0.07 (+0.11%)
As of 05:36 AM 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)
1134
Total
Institutional Inflows
(last 12 months)
$10.31B
Number of
Institutional Sellers
(last 12 months)
1194
Total
Institutional Outflows
(last 12 months)
$6.92B
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CVS Institutional Buying and Selling by Quarter

CVS Health Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Syverson Strege & Co6,521$450K0.1%N/A0.001%
8/4/2025AlphaStar Capital Management LLC5,577$385K0.0%N/A0.000%
8/4/2025Integrity Alliance LLC.6,373$440K0.0%-50.2%0.001%
8/4/2025Fisher Funds Management LTD103,095$7.11M0.2%-10.0%0.008%
8/4/2025AMG National Trust Bank110,770$7.64M0.2%+1.1%0.009%
8/4/2025Kovack Advisors Inc.7,912$546K0.1%-25.9%0.001%
8/4/2025Earned Wealth Advisors LLC2,955$204K0.0%-34.2%0.000%
8/4/2025IFG Advisory LLC13,985$965K0.0%-22.5%0.001%
8/4/2025Pinnacle Associates Ltd.62,630$4.32M0.1%-2.6%0.005%
8/4/2025Mesirow Financial Investment Management Inc.21,690$1.50M0.0%-21.6%0.002%
8/4/2025Simon Quick Advisors LLC17,388$1.20M0.0%+117.0%0.001%
8/4/2025Strs Ohio837,532$57.77M0.2%+1.7%0.066%
8/4/2025Impact Partnership Wealth LLC8,306$573K0.1%N/A0.001%
8/4/2025Heritage Investors Management Corp9,972$688K0.0%-18.7%0.001%
8/4/2025Amalgamated Bank245,703$16.95M0.1%+0.4%0.019%
8/4/2025Atria Investments Inc73,684$5.08M0.1%+7.0%0.006%
8/4/2025Carret Asset Management LLC27,282$1.88M0.2%-22.4%0.002%
8/4/2025Savvy Advisors Inc.5,493$379K0.0%+57.3%0.000%
8/4/2025Retirement Systems of Alabama271,446$18.72M0.1%+0.2%0.021%
8/4/2025Assetmark Inc.602,955$41.59M0.1%+13.0%0.048%
8/4/2025Keybank National Association OH98,680$6.81M0.0%-3.4%0.008%
8/4/2025HBK Sorce Advisory LLC27,326$1.89M0.1%-1.6%0.002%
8/4/2025Premier Path Wealth Partners LLC29,842$2.06M0.3%+2.2%0.002%
8/4/2025Spire Wealth Management7,746$534K0.0%-89.3%0.001%
8/4/2025Hantz Financial Services Inc.52,553$3.63M0.1%+1.0%0.004%
8/4/2025Barnes Dennig Private Wealth Management LLC28,585$1.97M2.4%-6.2%0.002%
8/4/2025World Investment Advisors33,396$2.30M0.1%+5.6%0.003%
8/4/2025Lathrop Investment Management Co.84,604$5.84M1.1%-2.7%0.007%
8/4/2025Flagship Harbor Advisors LLC30,321$2.09M0.1%-3.4%0.002%
8/4/2025Daymark Wealth Partners LLC28,524$1.97M0.1%-13.5%0.002%
8/4/2025L.M. Kohn & Company4,228$292K0.1%+9.9%0.000%
8/1/2025 Bank of Jackson Hole Trust2,217$153K0.1%-12.9%0.000%
8/1/2025 Jennison Associates LLC4,014,139$276.90M0.2%+111.7%0.317%
8/1/2025 Mendel Money Management11,367$784K0.3%+2.2%0.001%
8/1/2025 Auto Owners Insurance Co5,657$390K0.0%+45.1%0.000%
8/1/2025 Pettee Investors Inc.8,890$613K0.4%-26.1%0.001%
8/1/2025 Mizuho Markets Cayman LP137,750$9.50M0.7%N/A0.011%
8/1/2025 New York Life Investment Management LLC171,900$11.86M0.1%+2.0%0.014%
8/1/2025 Howard Capital Management Inc.14,742$1.02M0.0%+2.8%0.001%
8/1/2025 Wincap Financial LLC19,480$1.34M1.1%-18.6%0.002%
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8/1/2025 Signet Investment Advisory Group Inc.31,659$2.18M1.1%-1.1%0.003%
8/1/2025 Motley Fool Asset Management LLC79,438$5.48M0.3%+16.4%0.006%
8/1/2025 Logan Capital Management Inc.13,266$915K0.0%-33.0%0.001%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund210,019$14.49M0.1%+21.5%0.017%
8/1/2025 SYM FINANCIAL Corp4,444$307K0.0%-12.9%0.000%
8/1/2025 Lipe & Dalton27,397$1.89M1.0%-2.6%0.002%
8/1/2025 Wealth Watch Advisors INC5,205$367K0.2%+8.3%0.000%
8/1/2025 AustralianSuper Pty Ltd692,985$47.80M0.2%-13.3%0.055%
8/1/2025 Teacher Retirement System of Texas346,654$23.91M0.1%+22.8%0.027%
8/1/2025 Y Intercept Hong Kong Ltd17,809$1.23M0.0%N/A0.001%
8/1/2025 Transcend Capital Advisors LLC13,142$907K0.1%-32.2%0.001%
8/1/2025 Cobblestone Capital Advisors LLC NY129,388$8.93M0.5%+0.9%0.010%
8/1/2025 Convergence Investment Partners LLC7,501$517K0.1%-3.9%0.001%
8/1/2025 Bessemer Group Inc.23,185$1.60M0.0%-14.6%0.002%
8/1/2025 Koss Olinger Consulting LLC7,420$512K0.0%-6.9%0.001%
8/1/2025 Brookwood Investment Group LLC4,725$326K0.1%N/A0.000%
8/1/2025 Ashton Thomas Private Wealth LLC12,438$858K0.0%+32.6%0.001%
8/1/2025 Envestnet Asset Management Inc.1,939,826$133.81M0.0%+4.1%0.153%
7/31/2025 Nisa Investment Advisors LLC338,831$23.37M0.1%+2.2%0.027%
7/31/2025 Resonant Capital Advisors LLC4,075$281K0.0%+33.3%0.000%
7/31/2025 Wealthfront Advisers LLC195,494$13.49M0.0%-9.6%0.015%
7/31/2025 Oppenheimer Asset Management Inc.504,251$34.78M0.4%-6.3%0.040%
7/31/2025 Optimum Investment Advisors2,705$187K0.1%-26.5%0.000%
7/31/2025 Ingalls & Snyder LLC15,823$1.09M0.0%-5.2%0.001%
7/31/2025 Brighton Jones LLC10,795$745K0.0%+18.3%0.001%
7/31/2025 Leavell Investment Management Inc.7,887$544K0.0%+7.6%0.001%
7/31/2025 CVA Family Office LLC5,756$397K0.1%+7.9%0.000%
7/31/2025 Hartford Financial Management Inc.11,242$775K0.2%-7.6%0.001%
7/31/2025 AG2R LA Mondiale Gestion D Actifs47,681$3.29M0.2%+2.2%0.004%
7/31/2025 City State Bank2,302$159K0.0%-9.6%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC10,613$732K0.0%-25.2%0.001%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC4,519$312K0.1%-5.9%0.000%
7/31/2025 Glass Jacobson Investment Advisors llc836$58K0.0%-22.1%0.000%
7/31/2025 PKO Investment Management Joint Stock Co33,300$2.30M0.2%+9.9%0.003%
7/31/2025 Sage Mountain Advisors LLC9,478$654K0.0%+30.8%0.001%
7/31/2025 DDD Partners LLC184,959$12.76M1.4%+2.5%0.015%
7/31/2025 Lee Danner & Bass Inc.51,685$3.57M0.3%-6.7%0.004%
7/31/2025 AlphaQuest LLC6,057$418K0.0%+59.5%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.2,897,620$199.88M0.1%-17.1%0.229%
7/31/2025 Sector Gamma AS163,000$11.24M3.7%-19.3%0.013%
7/31/2025 Moloney Securities Asset Management LLC31,677$2.19M0.3%-3.5%0.003%
7/31/2025 ARGA Investment Management LP288,334$19.89M0.5%-87.6%0.023%
7/31/2025 Asset Management One Co. Ltd.551,705$38.06M0.1%+7.3%0.044%
7/31/2025 AlTi Global Inc.77,306$5.25M0.1%-6.5%0.006%
7/31/2025 Cardinal Point Capital Management ULC125,320$8.65M0.7%-0.7%0.010%
7/31/2025 Avion Wealth380$26K0.0%+99.0%0.000%
7/31/2025 WFA Asset Management Corp1,664$115K0.1%-14.7%0.000%
7/31/2025 FSM Wealth Advisors LLC9,914$661K0.1%N/A0.001%
7/30/2025 First Citizens Bank & Trust Co.40,740$2.81M0.0%+250.2%0.003%
7/30/2025 Paralel Advisors LLC39,433$2.72M0.1%N/A0.003%
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7/30/2025 Bleakley Financial Group LLC26,765$1.85M0.0%-46.4%0.002%
7/30/2025 LifeWealth Investments LLC6,022$415K0.1%N/A0.000%
7/30/2025 OLD Point Trust & Financial Services N A833$57K0.0%-50.0%0.000%
7/30/2025 RNC Capital Management LLC808,816$55.79M2.7%-0.6%0.064%
7/30/2025 Axiom Financial Strategies LLC3,317$229K0.1%N/A0.000%
7/30/2025 Forum Financial Management LP16,525$1.14M0.0%+3.1%0.001%
7/30/2025 Ethic Inc.33,551$2.30M0.0%+1.5%0.003%
7/30/2025 Greatmark Investment Partners Inc.124,861$8.61M1.1%-1.3%0.010%
7/30/2025 Rehmann Capital Advisory Group10,233$706K0.0%-49.9%0.001%
7/30/2025 Benin Management CORP8,528$588K0.2%-36.2%0.001%
(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, 2,465 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 1,898 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 190,062,800 shares in the last 24 months. This purchase volume represents approximately $10.31B in transactions.

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

Of the 1,192 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 Value Partners Investments Inc. ($2.95M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 123,532,933 shares in the last 24 months. This volume of shares sold represents approximately $6.92B in transactions.



This page (NYSE:CVS) was last updated on 8/5/2025 by MarketBeat.com Staff
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