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CVS Health (CVS) Institutional Ownership

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$62.12 -1.62 (-2.53%)
Closing price 05/21/2025 03:59 PM Eastern
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$60.86 -1.27 (-2.04%)
As of 04:29 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)
1128
Total
Institutional Inflows
(last 12 months)
$10.51B
Number of
Institutional Sellers
(last 12 months)
1232
Total
Institutional Outflows
(last 12 months)
$6.84B
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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
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%
5/20/2025 Belpointe Asset Management LLC8,024$544K0.0%-15.5%0.001%
5/20/2025 Intech Investment Management LLC40,481$2.74M0.0%-20.4%0.003%
5/20/2025 Focus Partners Wealth325,036$22.02M0.1%-11.7%0.026%
5/20/2025 Integrity Alliance LLC.12,793$867K0.0%N/A0.001%
5/20/2025 Ransom Advisory Ltd21,810$1.48M0.7%N/A0.002%
5/20/2025 Anchor Investment Management LLC10,457$708K0.1%-12.1%0.001%
5/20/2025 Glenview Trust co19,785$1.34M0.0%-35.7%0.002%
5/20/2025 Plato Investment Management Ltd40,653$2.78M0.2%-3.3%0.003%
5/19/2025 Advisory Alpha LLC4,390$297K0.0%N/A0.000%
5/19/2025 Bayforest Capital Ltd4,881$331K0.1%N/A0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,322,822$563.87M0.1%-1.2%0.658%
5/19/2025 DCM Advisors LLC70,610$4.76M2.5%-13.4%0.006%
5/19/2025 Optimize Financial Inc7,246$491K0.2%-11.2%0.001%
5/17/2025 Standard Family Office LLC488$33K0.0%-42.9%0.000%
5/16/2025 Wilson & Boucher Capital Management LLC7,150$484K0.4%-5.3%0.001%
5/16/2025 Woodline Partners LP106,518$7.22M0.0%+95.1%0.008%
5/16/2025 Empowered Funds LLC211,484$14.33M0.2%+560.4%0.017%
5/16/2025 Logan Capital Management Inc.19,790$1.34M0.1%+12.9%0.002%
5/16/2025 MBB Public Markets I LLC4,661$316K0.0%N/A0.000%
5/16/2025 Ascent Group LLC7,339$497K0.0%N/A0.001%
5/16/2025 RNC Capital Management LLC813,333$55.10M2.8%+44.6%0.064%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.43,064$2.92M0.1%+0.4%0.003%
5/16/2025 Arete Wealth Advisors LLC7,740$524K0.0%+31.2%0.001%
5/16/2025 Great Lakes Advisors LLC220,855$14.96M0.1%-1.7%0.017%
5/16/2025 Bell Investment Advisors Inc455$31K0.0%+119.8%0.000%
5/16/2025 Sciencast Management LP38,045$2.58M0.6%N/A0.003%
5/16/2025 Voleon Capital Management LP 45,570$3.09M0.2%+427.8%0.004%
5/16/2025 Fred Alger Management LLC31,482$2.13M0.0%N/A0.002%
5/16/2025 Ashton Thomas Private Wealth LLC9,381$636K0.0%+20.8%0.001%
5/16/2025 Kestra Investment Management LLC12,023$815K0.0%+76.7%0.001%
5/16/2025 Resources Management Corp CT ADV59,775$4.05M0.6%-29.5%0.005%
5/16/2025 Jones Financial Companies Lllp21,156$1.43M0.0%-85.4%0.002%
5/16/2025 USS Investment Management Ltd223,358$15.14M0.1%-43.9%0.018%
5/16/2025 UniSuper Management Pty Ltd90,197$6.11M0.0%-1.6%0.007%
5/16/2025 Sepio Capital LP3,026$205K0.0%N/A0.000%
5/16/2025 Parkman Healthcare Partners LLC496,736$33.65M4.0%+176.0%0.039%
5/16/2025 Parkwood LLC179,677$12.17M1.1%-9.8%0.014%
5/16/2025 New England Asset Management Inc.94,735$6.42M1.0%+9.6%0.007%
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5/16/2025 Nissay Asset Management Corp Japan ADV158,526$10.74M0.1%+1.2%0.013%
5/16/2025 National Wealth Management Group LLC13,153$891K0.6%N/A0.001%
5/16/2025 NewEdge Advisors LLC99,176$6.72M0.0%+73.1%0.008%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.244,651$16.58M0.0%-28.1%0.019%
5/16/2025 Integrated Wealth Concepts LLC27,131$1.84M0.0%-18.7%0.002%
5/16/2025 Hall Laurie J Trustee8,000$542K0.2%-30.5%0.001%
5/16/2025 Hancock Whitney Corp8,609$583K0.0%-3.5%0.001%
5/16/2025 Edmond DE Rothschild Holding S.A.653,100$44.25M0.8%-42.3%0.052%
5/16/2025 Cinctive Capital Management LP166,290$11.27M0.9%N/A0.013%
5/16/2025 BW Gestao de Investimentos Ltda.150,000$10.16M0.3%-16.7%0.012%
5/16/2025 Alliancebernstein L.P.1,489,965$100.95M0.0%+3.5%0.118%
5/16/2025 Banque Transatlantique SA4,059$254K0.0%N/A0.000%
5/16/2025 AQR Capital Management LLC3,687,268$249.15M0.3%+38.2%0.291%
5/16/2025 Ariel Investments LLC1,020,033$69.11M0.8%+9.8%0.081%
5/16/2025 Atalanta Sosnoff Capital LLC6,842$464K0.0%N/A0.001%
5/16/2025 Advisors Asset Management Inc.191,359$12.97M0.2%+1.1%0.015%
5/16/2025 AlTi Global Inc.82,650$5.60M0.1%-36.1%0.007%
5/16/2025 Ancora Advisors LLC7,913$536K0.0%-13.3%0.001%
5/16/2025 Amundi4,764,337$321.78M0.1%-32.5%0.377%
5/16/2025 Adage Capital Partners GP L.L.C.1,123,774$76.14M0.1%-5.8%0.089%
5/15/2025 Promethium Advisors LLC3,480$236K0.2%N/A0.000%
5/15/2025 Empyrean Capital Partners LP1,531,000$103.73M3.7%+72.0%0.121%
5/15/2025 Federation des caisses Desjardins du Quebec992,585$67.25M0.3%+1.9%0.078%
5/15/2025 Chiron Capital Management LLC15,328$1.04M0.9%-40.4%0.001%
5/15/2025 EP Wealth Advisors LLC106,682$7.23M0.1%+1.7%0.008%
5/15/2025 First Manhattan CO. LLC.39,815$2.70M0.0%-25.0%0.003%
5/15/2025 GW Henssler & Associates Ltd.4,334$294K0.0%N/A0.000%
5/15/2025 8 Knots Management LLC617,120$41.81M5.3%+27.3%0.049%
5/15/2025 Focus Partners Advisor Solutions LLC14,188$961K0.0%N/A0.001%
5/15/2025 First Financial Bankshares Inc6,035$409K0.0%-9.8%0.000%
5/15/2025 Flputnam Investment Management Co.9,004$610K0.0%-34.5%0.001%
5/15/2025 Beck Mack & Oliver LLC20,963$1.42M0.0%+2.6%0.002%
5/15/2025 Retirement Planning Co of New England Inc.27,017$1.83M0.7%-1.9%0.002%
5/15/2025 Quarry LP721$49K0.0%-66.7%0.000%
5/15/2025 Saudi Central Bank495$34K0.2%N/A0.000%
5/15/2025 Hayek Kallen Investment Management5,056$343K0.1%-25.9%0.000%
5/15/2025 Connecticut Wealth Management LLC3,698$251K0.0%N/A0.000%
5/15/2025 Junto Capital Management LP480,677$32.57M0.7%N/A0.038%
5/15/2025 Baird Financial Group Inc.286,703$19.42M0.0%+13.7%0.023%
5/15/2025 Panagora Asset Management Inc.40,233$2.73M0.0%+280.5%0.003%
5/15/2025 Vident Advisory LLC19,266$1.31M0.0%-42.0%0.002%
5/15/2025 Evergreen Capital Management LLC19,885$1.35M0.0%+61.6%0.002%
5/15/2025 The Manufacturers Life Insurance Company 1,108,048$75.07M0.1%-2.7%0.088%
5/15/2025 Canada Pension Plan Investment Board918,127$62.20M0.1%+15.5%0.073%
5/15/2025 Te Ahumairangi Investment Management Ltd62,060$4.21M0.9%-32.4%0.005%
5/15/2025 State of Wyoming4,289$291K0.0%N/A0.000%
5/15/2025 Trexquant Investment LP331,722$22.47M0.3%+41.4%0.026%
5/15/2025 Landscape Capital Management L.L.C.69,295$4.70M0.4%-41.1%0.005%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 411,362$27.87M0.2%-2.7%0.033%
5/15/2025 OMERS ADMINISTRATION Corp45,753$3.10M0.0%-14.4%0.004%
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5/15/2025 Callodine Capital Management LP290,000$19.65M3.3%N/A0.023%
5/14/2025 B. Metzler seel. Sohn & Co. AG60,469$4.10M0.0%-2.4%0.005%
5/14/2025 Guggenheim Capital LLC305,779$20.72M0.2%-13.5%0.024%
5/14/2025 CreativeOne Wealth LLC6,778$459K0.0%+5.0%0.001%
5/14/2025 Ieq Capital LLC207,616$14.07M0.1%+665.5%0.016%
5/14/2025 Quadcap Wealth Management LLC3,789$257K0.0%-59.8%0.000%
5/14/2025 Redwood Investment Management LLC28,731$1.95M0.2%+14.4%0.002%
5/14/2025 Nicolet Bankshares Inc.9,422$638K0.1%-18.7%0.001%
5/14/2025 Gamco Investors INC. ET AL134,996$9.15M0.1%-6.2%0.011%
5/14/2025 Gabelli Funds LLC407,000$27.57M0.2%-6.5%0.032%
(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, 2,495 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'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 1,964 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 ($11.37M), 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 314,405,087 shares in the last 24 months. This purchase volume represents approximately $19.48B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,801 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 ($11.78M), Boston Partners ($7.09M), Pacer Advisors Inc. ($5.50M), Hotchkis & Wiley Capital Management LLC ($5.32M), Ameriprise Financial Inc. ($5.30M), and Deutsche Bank AG ($3.95M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 241,823,218 shares in the last 24 months. This volume of shares sold represents approximately $15.33B in transactions.



This page (NYSE:CVS) was last updated on 5/22/2025 by MarketBeat.com Staff
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