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CVS Health (CVS) Institutional Ownership

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$77.51 +0.06 (+0.08%)
Closing price 10/3/2025 03:59 PM Eastern
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$77.49 -0.02 (-0.03%)
As of 10/3/2025 07:55 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)
1192
Total
Institutional Inflows
(last 12 months)
$12.56B
Number of
Institutional Sellers
(last 12 months)
1203
Total
Institutional Outflows
(last 12 months)
$6.94B
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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
10/3/2025 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%
10/1/2025 Praxis Investment Management Inc.31,342$2.36M0.1%-14.4%0.002%
9/29/2025 Summit Financial Wealth Advisors LLC9,680$668K0.1%-6.9%0.001%
9/26/2025Corient Private Wealth LLC378,994$26.14M0.0%-3.4%0.030%
9/24/2025Texas Permanent School Fund Corp88,782$6.12M0.1%-42.9%0.007%
9/22/2025Caldwell Trust Co630$43K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC26,773$1.85M0.0%-12.2%0.002%
9/4/2025Osaic Holdings Inc.229,903$15.83M0.0%+18.4%0.018%
8/29/2025Centaurus Financial Inc.2,534$175K0.0%-8.6%0.000%
8/28/2025China Universal Asset Management Co. Ltd.30,000$2.07M0.2%-20.8%0.002%
8/27/2025Orion Porfolio Solutions LLC52,029$3.59M0.0%+3.7%0.004%
8/26/2025Thrivent Financial for Lutherans94,214$6.50M0.0%+2.6%0.007%
8/26/2025MASTERINVEST Kapitalanlage GmbH4,265$294K0.0%N/A0.000%
8/25/2025Silverlake Wealth Management LLC8,178$564K0.2%-18.9%0.001%
8/22/2025TT Capital Management LLC4,098$283K0.1%+5.0%0.000%
8/22/2025Stance Capital LLC28,910$1.99M0.8%N/A0.002%
8/21/2025Pathway Financial Advisers LLC10,237$706K0.2%+2.2%0.001%
8/21/2025Clarion Wealth Managment Partners LLC3,045$210K0.2%N/A0.000%
8/20/2025Thompson Davis & CO. Inc.16,529$1.14M0.6%N/A0.001%
8/20/2025Kentucky Retirement Systems80,849$5.58M0.2%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund34,314$2.37M0.2%-6.5%0.003%
8/20/2025Coppell Advisory Solutions LLC3,001$206K0.0%N/A0.000%
8/19/2025Advisory Services Network LLC49,818$3.44M0.1%+3.3%0.004%
8/19/2025Anchor Investment Management LLC10,261$708K0.1%-1.9%0.001%
8/19/2025State of Wyoming15,898$1.10M0.1%+270.7%0.001%
8/19/2025Asset Dedication LLC1,645$113K0.0%-24.8%0.000%
8/18/2025Tyler Stone Wealth Management3,945$272K0.0%-43.0%0.000%
8/18/2025Geneos Wealth Management Inc.8,550$590K0.0%+44.7%0.001%
8/18/2025Kestra Investment Management LLC12,958$894K0.0%+7.8%0.001%
8/18/2025Wellington Capital Management Inc.7,198$497K0.7%N/A0.001%
8/18/2025Rexford Capital Inc.5,943$410K0.3%N/A0.000%
8/18/2025National Bank of Canada FI1,177,825$81.23M0.1%-6.6%0.093%
8/18/2025Front Row Advisors LLC456$31K0.0%+436.5%0.000%
8/16/2025Public Sector Pension Investment Board403,152$27.81M0.1%-9.4%0.032%
8/16/2025Evergreen Capital Management LLC20,088$1.39M0.0%+1.0%0.002%
8/15/2025Strategic Investment Advisors MI8,124$559K0.1%-4.0%0.001%
8/15/2025CANADA LIFE ASSURANCE Co2,383,106$164.60M0.3%-2.0%0.188%
8/15/202544 Wealth Management LLC36,362$2.51M0.9%-1.9%0.003%
8/15/2025Tower Research Capital LLC TRC 16,353$1.13M0.0%-73.0%0.001%
8/15/2025MUFG Securities EMEA plc3,738$258K0.0%N/A0.000%
8/15/2025Resources Management Corp CT ADV44,331$3.06M0.4%-25.8%0.003%
8/15/2025Corient Private Wealth LLC391,309$26.99M0.0%-0.3%0.031%
8/15/2025State of Tennessee Department of Treasury452,436$31.21M0.1%-4.7%0.036%
8/15/2025E Fund Management Co. Ltd.7,185$496K0.0%-7.0%0.001%
8/15/2025DCM Advisors LLC75,637$5.22M2.2%+7.1%0.006%
8/15/2025Sender Co & Partners Inc.4,331$299K0.1%N/A0.000%
8/15/2025Captrust Financial Advisors249,806$17.23M0.0%-11.0%0.020%
8/15/2025Keel Point LLC3,783$261K0.0%+5.2%0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC12,146$838K0.2%N/A0.001%
8/15/2025WFA of San Diego LLC1,252$86K0.1%N/A0.000%
8/15/2025Vident Advisory LLC50,705$3.50M0.0%+163.2%0.004%
8/15/2025Visionary Wealth Advisors13,040$900K0.0%+34.5%0.001%
8/15/2025Voleon Capital Management LP71,722$4.95M0.3%+57.4%0.006%
8/15/2025Teza Capital Management LLC5,832$402K0.3%N/A0.000%
8/15/2025Scott Marsh Financial LLC20,014$1.38M0.5%N/A0.002%
8/15/2025Tidal Investments LLC110,615$7.63M0.0%-3.7%0.009%
8/15/2025Smartleaf Asset Management LLC15,059$1.03M0.1%+1.1%0.001%
8/15/2025Solel Partners LP674,300$46.51M8.1%-12.9%0.053%
8/15/2025Sompo Asset Management Co. Ltd.114,954$7.93M1.4%-3.3%0.009%
8/15/2025Royal London Asset Management Ltd.559,832$38.62M0.1%-4.1%0.044%
8/15/2025Rafferty Asset Management LLC133,715$9.22M0.0%+14.5%0.011%
8/15/2025Redwood Investment Management LLC26,787$1.85M0.2%-6.8%0.002%
8/15/2025Orion Porfolio Solutions LLC51,997$3.59M0.0%+3.6%0.004%
8/15/2025MML Investors Services LLC154,073$10.63M0.0%+4.7%0.012%
8/15/2025Moore Capital Management LP375,000$25.87M0.3%+29.3%0.030%
8/15/2025McIlrath & Eck LLC3,383$233K0.0%+422.9%0.000%
8/15/2025Meiji Yasuda Asset Management Co Ltd.28,662$1.98M0.1%-33.4%0.002%
8/15/2025Modern Wealth Management LLC3,542$244K0.0%+17.8%0.000%
8/15/2025Lazard Asset Management LLC339,639$23.43M0.0%+7.1%0.027%
8/15/2025Hillman Capital Management Inc.92,997$6.42M3.5%-7.4%0.007%
8/15/2025Holocene Advisors LP2,373,942$163.76M0.4%-60.0%0.187%
8/15/2025Humankind Investments LLC22,753$1.57M0.4%+95.7%0.002%
8/15/2025ICONIQ Capital LLC4,704$324K0.0%-15.8%0.000%
8/15/2025IHT Wealth Management LLC12,299$848K0.0%+6.5%0.001%
8/15/2025Great Valley Advisor Group Inc.5,289$365K0.0%-8.5%0.000%
8/15/2025EHP Funds Inc.3,700$255K0.1%N/A0.000%
8/15/2025EP Wealth Advisors LLC102,392$7.06M0.0%-4.0%0.008%
8/15/2025Engineers Gate Manager LP45,628$3.15M0.0%+129.7%0.004%
8/15/2025Curi Capital LLC3,814$263K0.0%N/A0.000%
8/15/2025Benjamin Edwards Inc.31,397$2.17M0.0%-4.3%0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S552,120$36.65M0.4%+66.9%0.044%
8/15/2025Boothbay Fund Management LLC5,896$407K0.0%N/A0.000%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp351,223$24.23M0.1%+45.9%0.028%
8/15/2025Bellevue Group AG30,096$2.08M0.0%-5.2%0.002%
8/15/2025Brevan Howard Capital Management LP83,564$5.76M0.0%+634.2%0.007%
8/15/2025Adage Capital Partners GP L.L.C.1,609,599$111.03M0.2%+43.2%0.127%
8/15/2025Ameriprise Financial Inc.7,855,845$541.90M0.1%+5.2%0.619%
8/15/2025AQR Capital Management LLC2,278,807$156.26M0.1%-38.2%0.180%
8/14/2025CTC Alternative Strategies Ltd.4,800$331K0.3%N/A0.000%
(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, 2,444 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 1,884 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 221,844,120 shares in the last 24 months. This purchase volume represents approximately $12.56B in transactions.

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

Of the 1,202 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 120,419,097 shares in the last 24 months. This volume of shares sold represents approximately $6.94B in transactions.


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This page (NYSE:CVS) was last updated on 10/5/2025 by MarketBeat.com Staff
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