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CVS Health (CVS) Institutional Ownership

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$97.09 +2.10 (+2.21%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$97.16 +0.06 (+0.06%)
As of 08/14/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
1151
Total
Institutional Inflows
(last 12 months)
$28.63B
Number of
Institutional Sellers
(last 12 months)
882
Total
Institutional Outflows
(last 12 months)
$4.78B
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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
8/15/2026Magnolia Capital Advisors LLC2,750$285K0.0%N/A0.000%
8/15/2026Freestone Grove Partners LP500,910$51.82M0.3%N/A0.039%
8/15/2026Caisse de depot et placement du Quebec786,549$81.37M0.1%N/A0.061%
8/15/2026Gallagher Fiduciary Advisors LLC6,492$672K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME 3,110$322K0.1%N/A0.000%
8/15/2026Jupiter Topco LLC3,677,824$380.46M0.2%N/A0.288%
8/14/2026EFG International AG1,822$188K0.0%N/A0.000%
8/14/2026Ancora Advisors LLC3,825$396K0.0%N/A0.000%
8/14/2026Primecap Management Co. CA2,385,490$246.78M0.1%N/A0.187%
8/14/2026Canada Pension Plan Investment Board2,229,244$230.62M0.1%N/A0.174%
8/14/2026Parkman Healthcare Partners LLC391,791$40.53M4.1%N/A0.031%
8/14/2026Legal & General Group Plc9,172,999$948.95M0.2%N/A0.717%
8/14/2026The Manufacturers Life Insurance Company 1,287,441$133.19M0.1%N/A0.101%
8/14/2026Jones Financial Companies Lllp3,699$383K0.0%N/A0.000%
8/14/2026 Van Hulzen Asset Management LLC3,453$357K0.0%N/A0.000%
8/14/2026Fiduciary Financial Advisors706$72K0.0%N/A0.000%
8/14/2026Manning & Napier Advisors LLC94,235$9.76M0.1%N/A0.007%
8/14/2026 Vega Investment Solutions10,997$1.14M0.2%N/A0.001%
8/14/2026 Cetera Trust Company N.A17,568$1.82M0.9%N/A0.001%
8/14/2026 Aberdeen Wealth Management LLC1,004$104K0.0%N/A0.000%
8/14/2026 Visionary Wealth Advisors11,986$1.24M0.0%N/A0.001%
8/14/2026 Cullen Capital Management LLC4,745$491K0.0%N/A0.000%
8/14/2026 Algert Global LLC8,670$897K0.0%N/A0.001%
8/13/2026 Investor s Fiduciary Advisor Network LLC2,351$243K0.1%N/A0.000%
8/13/2026 Patient Capital Management LLC1,235,505$127.81M4.2%N/A0.097%
8/13/2026 Cibc World Market Inc.522,043$54.01M0.1%N/A0.041%
8/13/2026 OMERS ADMINISTRATION Corp74,907$7.75M0.0%N/A0.006%
8/13/2026 Leigh Baldwin & CO. LLC8,022$830K0.4%N/A0.001%
8/13/2026 Osmosis Investment Management UK Ltd67,459$6.98M0.3%N/A0.005%
8/13/2026 Sanctuary Advisors LLC181,430$18.77M0.1%N/A0.014%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.1,169,603$121.00M0.2%N/A0.091%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.30,493$3.16M0.1%N/A0.002%
8/13/2026 Clarion Wealth Managment Partners LLC2,196$227K0.2%N/A0.000%
8/13/2026 Te Ahumairangi Investment Management Ltd39,226$4.06M0.7%N/A0.003%
8/13/2026 Kiltearn Partners LLP345,471$35.74M8.7%N/A0.027%
8/13/2026 Haverford Trust Co20,051$2.07M0.0%N/A0.002%
8/13/2026 First Nebraska Trust Co6,687$692K0.1%N/A0.001%
8/13/2026 Bank of Nova Scotia1,003,295$103.79M0.2%N/A0.078%
8/13/2026 Kendall Capital Management3,310$342K0.1%N/A0.000%
8/12/2026 Hudson Portfolio Management LLC25,873$2.68M2.0%N/A0.002%
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8/12/2026 Compass Financial Management LLC5,476$568K0.1%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC18,719$1.94M0.0%N/A0.001%
8/12/2026 Alta Advisers Ltd5,012$518K0.1%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.165,796$17.15M0.4%N/A0.013%
8/12/2026 Commerce Bank41,815$4.33M0.0%N/A0.003%
8/12/2026 GQG Partners LLC7,955,411$822.99M1.5%N/A0.622%
8/12/2026 Northwestern Mutual Wealth Management Co.120,524$12.47M0.0%N/A0.009%
8/12/2026 Cadence Wealth Management LLC3,579$370K0.2%N/A0.000%
8/12/2026 Evolve Private Wealth LLC48,096$4.98M0.3%N/A0.004%
8/12/2026 Varma Mutual Pension Insurance Co213,373$22.07M0.1%N/A0.017%
8/12/2026 Forum Private Client Group LLC4,133$428K0.1%N/A0.000%
8/12/2026 Emerald Investment Advisers LLC17,468$1.81M0.1%N/A0.001%
8/12/2026 Westpac Banking Corp10,777$1.12M0.1%N/A0.001%
8/12/2026 TRB Wealth Management LLC4,490$464K0.1%N/A0.000%
8/12/2026 Sumitomo Life Insurance Co.15,126$1.57M0.0%N/A0.001%
8/12/2026 Landscape Capital Management L.L.C.82,314$8.52M0.6%N/A0.006%
8/12/2026 Korea Investment CORP943,358$97.59M0.2%N/A0.074%
8/12/2026 EP Wealth Advisors LLC74,542$7.71M0.0%N/A0.006%
8/12/2026 Ieq Capital LLC193,784$20.05M0.1%N/A0.015%
8/12/2026 Callan Family Office LLC164,995$17.07M0.3%N/A0.013%
8/11/2026 Blue Capital Inc.5,819$602K0.4%N/A0.000%
8/11/2026 Keating Financial Advisory Services Inc.1,252$130K0.0%N/A0.000%
8/11/2026 OneAscent Wealth Management LLC1,990$206K0.1%N/A0.000%
8/11/2026 OneAscent Family Office LLC2,147$222K0.1%N/A0.000%
8/11/2026 OneAscent Financial Services LLC6,365$658K0.0%N/A0.000%
8/11/2026 Allworth Financial LP33,215$3.44M0.0%N/A0.003%
8/11/2026 Greenspring Advisors LLC2,455$254K0.0%N/A0.000%
8/11/2026 B. Metzler seel. Sohn & Co. AG123,784$12.81M0.1%N/A0.010%
8/11/2026 Virtus Advisers LLC978$101K0.0%N/A0.000%
8/11/2026 Silvant Capital Management LLC1,169$121K0.0%N/A0.000%
8/11/2026 LaSalle St. Investment Advisors LLC4,538$469K0.1%N/A0.000%
8/11/2026 Mystic Asset Management Inc.30,357$3.14M0.7%N/A0.002%
8/11/2026 Oxford Financial Group LTD. LLC2,045$212K0.0%N/A0.000%
8/11/2026 Kilter Group LLC264$27K0.0%N/A0.000%
8/11/2026 Reliant Investment Partners LLC6,000$621K0.4%N/A0.000%
8/11/2026 Advisors Capital Management LLC268,386$27.77M0.3%N/A0.021%
8/11/2026 MJP Associates Inc. ADV2,293$237K0.0%N/A0.000%
8/11/2026 PCM Encore LLC5,997$620K0.1%N/A0.000%
8/11/2026 Vise Technologies Inc.58,892$6.09M0.1%N/A0.005%
8/11/2026 E Fund Management Co. Ltd.7,825$809K0.0%N/A0.001%
8/11/2026 Westport Asset Management Inc.17,772$1.84M0.7%N/A0.001%
8/11/2026 Asahi Life Asset Management CO. LTD.5,630$582K0.3%N/A0.000%
8/11/2026 Somerville Kurt F2,400$248K0.1%N/A0.000%
8/11/2026 Frazier Financial Advisors LLC1,391$144K0.1%N/A0.000%
8/11/2026 Edmond DE Rothschild Holding S.A.288,689$29.87M0.4%N/A0.023%
8/11/2026 United Bank21,751$2.25M0.7%N/A0.002%
8/11/2026 Madison Asset Management LLC48,550$5.02M0.1%N/A0.004%
8/10/2026 Csenge Advisory Group2,414$250K0.0%N/A0.000%
8/10/2026 AssuredPartners Investment Advisors LLC5,401$559K0.1%N/A0.000%
8/10/2026 Johnson Financial Group Inc.1,594$165K0.0%N/A0.000%
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8/10/2026 Tocqueville Asset Management L.P.301,191$31.16M0.4%N/A0.024%
8/10/2026 Addison Advisors LLC397$41K0.0%N/A0.000%
8/10/2026 Mmbg Investment Advisors CO.6,975$722K0.1%N/A0.001%
8/10/2026 West Family Investments Inc.22,696$176K0.1%N/A0.002%
8/10/2026 NewEdge Wealth LLC20,936$2.17M0.0%N/A0.002%
8/10/2026 Empirical Asset Management LLC5,473$566K0.1%N/A0.000%
8/10/2026 Great Lakes Advisors LLC98,261$10.17M0.1%N/A0.008%
8/10/2026 Compass Wealth Management LLC3,834$397K0.1%N/A0.000%
8/10/2026 Danske Bank A S890,499$92.12M0.2%N/A0.070%
8/10/2026 Diversify Advisory Services LLC33,706$3.61M0.1%N/A0.003%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,200 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were BlackRock Inc. ($12.75B), Vanguard Group Inc. ($9.58B), Capital World Investors ($5.37B), Dodge & Cox ($4.96B), State Street Corp ($4.78B), Geode Capital Management LLC ($2.29B), and Capital International Investors ($2.19B).Learn more on CVS Health's institutional investors.

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

Of the 1,768 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: BlackRock Inc. ($123.22M), Norges Bank ($59.40M), Pzena Investment Management LLC ($18.44M), Wellington Management Group LLP ($17.47M), Capital World Investors ($14.24M), Davis Selected Advisers ($12.58M), and Dodge & Cox ($10.43M).

Institutional investors have bought a total of 304,984,205 shares in the last 24 months. This purchase volume represents approximately $28.63B in transactions.

Of the 882 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: Dodge & Cox ($10.78M), Franklin Resources Inc. ($3.89M), Marshall Wace LLP ($3.65M), Pzena Investment Management LLC ($2.97M), Hotchkis & Wiley Capital Management LLC ($2.66M), Assenagon Asset Management S.A. ($2.08M), and Voya Investment Management LLC ($1.72M).

Institutional investors have sold a total of 61,852,575 shares in the last 24 months. This volume of shares sold represents approximately $4.78B in transactions.


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Institutional ownership data for NYSE:CVS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
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