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CVS Health (CVS) Institutional Ownership

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(As of 05/3/2024 ET)
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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)
1471
Total
Institutional Inflows
(last 12 months)
$9.83B
Number of
Institutional Sellers
(last 12 months)
1377
Total
Institutional Outflows
(last 12 months)
$9.01B
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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
5/4/2024Howland Capital Management LLC3,078$246K0.0%-85.9%0.000%
5/4/2024Keener Financial Planning LLC783$63K0.0%N/A0.000%
5/4/2024Geneos Wealth Management Inc.66,992$5.34M0.2%-0.7%0.005%
5/4/2024Essex LLC6,447$514K0.1%-7.3%0.001%
5/4/2024DAVENPORT & Co LLC250,291$19.96M0.1%-12.1%0.020%
5/4/2024Valley Wealth Managers Inc.262,335$20.92M1.6%+1.0%0.021%
5/4/2024WBI Investments LLC12,176$971K0.2%N/A0.001%
5/4/2024Affinity Investment Advisors LLC27,425$2.19M1.6%+1.1%0.002%
5/3/2024Signaturefd LLC28,211$2.25M0.0%+8.5%0.002%
5/3/2024FDx Advisors Inc.6,298$502K0.1%-67.9%0.000%
5/3/2024VeraBank N.A.8,297$662K0.2%+2.5%0.001%
5/3/2024STAR Financial Bank7,682$613K0.5%-2.5%0.001%
5/3/2024Catalina Capital Group LLC4,951$395K0.2%N/A0.000%
5/3/2024Avidian Wealth Solutions LLC2,971$237K0.0%+10.1%0.000%
5/3/2024Mediolanum International Funds Ltd23,689$1.88M0.0%N/A0.002%
5/3/2024Pzena Investment Management LLC5,553,457$442.94M1.5%+573.8%0.441%
5/3/2024Larson Financial Group LLC6,995$558K0.0%+8.4%0.001%
5/3/2024Callan Capital LLC2,681$214K0.0%N/A0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,850$227K0.0%N/A0.000%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC22,431$1.79M0.5%+2.7%0.002%
5/3/2024Westchester Capital Management Inc.124,428$9.92M2.5%-1.0%0.010%
5/3/2024Rehmann Capital Advisory Group23,386$1.87M0.1%+1.9%0.002%
5/3/2024Chevy Chase Trust Holdings LLC1,612,281$128.60M0.4%-0.8%0.128%
5/3/2024Commerce Bank73,854$5.89M0.0%+2.1%0.006%
5/3/2024Wellington Shields Capital Management LLC20,452$1.63M0.3%-1.5%0.002%
5/3/2024BCU Wealth Advisors LLC10,406$830K0.7%+37.4%0.001%
5/3/2024Wellington Shields & Co. LLC31,877$2.54M0.9%-1.2%0.003%
5/3/2024AA Financial Advisors LLC3,897$311K0.1%N/A0.000%
5/3/2024GSA Capital Partners LLP6,723$536K0.0%N/A0.001%
5/3/2024BI Asset Management Fondsmaeglerselskab A S319,532$25.49M0.5%+0.3%0.025%
5/3/2024United Community Bank5,033$401K0.2%-43.6%0.000%
5/3/2024CapWealth Advisors LLC321,226$25.62M2.9%+0.7%0.025%
5/3/2024Lorne Steinberg Wealth Management Inc.97,742$7.80M2.4%+0.3%0.008%
5/3/2024Central Pacific Bank Trust Division33,837$2.69M0.3%N/A0.003%
5/3/2024Whittier Trust Co. of Nevada Inc.70,854$5.65M0.2%+0.9%0.006%
5/3/2024Whittier Trust Co.153,818$12.27M0.2%+1.0%0.012%
5/2/2024Mutual Advisors LLC43,704$3.49M0.1%+30.2%0.003%
5/2/2024First Command Advisory Services Inc.1,217$96K0.0%+26.0%0.000%
5/2/2024Blume Capital Management Inc.103,655$8.27M2.0%+13.0%0.008%
5/2/2024New England Capital Financial Advisors LLC557$44K0.0%-77.7%0.000%
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5/2/2024Poplar Forest Capital LLC374,096$29.84M4.0%+0.2%0.030%
5/2/2024Financial Counselors Inc.93,726$7.48M0.1%-1.4%0.007%
5/2/2024Peregrine Asset Advisers Inc.13,884$1.11M0.4%-80.2%0.001%
5/2/2024Mutual of America Capital Management LLC165,375$13.19M0.1%-4.0%0.013%
5/2/2024Summit Financial Wealth Advisors LLC18,684$1.49M0.3%-7.0%0.001%
5/2/2024FinTrust Capital Advisors LLC16,072$1.28M0.2%-4.0%0.001%
5/2/2024Daiwa Securities Group Inc.126,250$10.07M0.1%+9.7%0.010%
5/2/2024Graypoint LLC10,743$857K0.1%+36.9%0.001%
5/2/2024Haverford Trust Co1,587,035$126.58M1.3%-6.2%0.126%
5/2/2024Value Partners Investments Inc.995,585$79.41M2.5%+0.1%0.079%
5/2/2024GSB Wealth Management LLC15,794$1.26M0.4%-20.8%0.001%
5/2/2024Quent Capital LLC6,451$515K0.1%+6.9%0.001%
5/2/2024Nordea Investment Management AB8,280,339$660.44M0.8%-8.0%0.657%
5/2/2024Waycross Partners LLC186,404$14.87M2.6%+7.8%0.015%
5/2/2024Bryn Mawr Capital Management LLC20,236$1.69M0.1%-16.3%0.002%
5/2/2024Mendel Money Management19,566$1.56M0.7%-202.2%0.002%
5/2/2024Fidelis Capital Partners LLC24,666$1.97M0.3%+39.1%0.002%
5/2/2024Goelzer Investment Management Inc.85,971$6.86M0.4%-5.0%0.007%
5/2/2024BNP Paribas5,584$445K0.0%N/A0.000%
5/2/2024Choreo LLC16,175$1.29M0.0%+16.4%0.001%
5/2/2024Tobam10,973$875K0.1%+4.5%0.001%
5/2/2024CNB Bank2,269$181K0.1%-10.1%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.30,591$2.44M0.1%+10.3%0.002%
5/2/2024 Family Firm Inc.2,536$202K0.0%N/A0.000%
5/2/2024 Moloney Securities Asset Management LLC17,940$1.43M0.2%-11.2%0.001%
5/2/2024 Palisade Asset Management LLC7,618$608K0.1%+7.0%0.001%
5/2/2024 Allen Wealth Management LLC10,536$840K0.7%-7.1%0.001%
5/2/2024 PDS Planning Inc3,984$318K0.0%+12.4%0.000%
5/2/2024 Fortem Financial Group LLC11,797$941K0.4%+9.8%0.001%
5/1/2024 GLOBALT Investments LLC GA65,889$5.26M0.2%-2.4%0.005%
5/1/2024 StoneX Group Inc.32,867$2.62M0.3%+19.9%0.003%
5/1/2024 Resonant Capital Advisors LLC41,546$3.31M0.3%+0.9%0.003%
5/1/2024 1834 Investment Advisors Co.110,666$8.83M1.0%-0.8%0.009%
5/1/2024 Janney Montgomery Scott LLC597,848$47.68M0.1%-38.1%0.047%
5/1/2024 Ballast Advisors LLC4,266$340K0.1%-5.5%0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.344,490$26.05M0.0%+3.6%0.027%
5/1/2024 Prosperity Consulting Group LLC4,331$345K0.0%+17.3%0.000%
5/1/2024 Retirement Group LLC517$41K0.0%+54.3%0.000%
5/1/2024 Mission Wealth Management LP11,321$903K0.0%+70.9%0.001%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co126,363$10.08M1.8%+1.6%0.010%
5/1/2024 Parthenon LLC154,233$12.30M1.6%-4.0%0.012%
5/1/2024 Northcape Wealth Management LLC27,866$2.22M0.8%-1.9%0.002%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.290,048$23.13M1.7%-1.9%0.023%
5/1/2024 Worth Financial Advisory Group LLC11,856$946K0.7%-11.4%0.001%
5/1/2024 Sequoia Financial Advisors LLC40,387$3.22M0.0%-86.1%0.003%
5/1/2024 Lineweaver Wealth Advisors LLC22,934$1.83M0.4%+9.4%0.002%
5/1/2024 Diversify Advisory Services LLC37,545$2.99M0.2%N/A0.003%
5/1/2024 SeaBridge Investment Advisors LLC36,762$2.93M0.8%-20.9%0.003%
4/30/2024 Private Advisor Group LLC123,667$9.86M0.1%-5.9%0.010%
4/30/2024 J.W. Cole Advisors Inc.12,523$999K0.1%-31.4%0.001%
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4/30/2024 Retirement Systems of Alabama277,758$22.15M0.1%-1.9%0.022%
4/30/2024 Hartline Investment Corp6,428$513K0.1%N/A0.001%
4/30/2024 North Star Investment Management Corp.58,895$4.70M0.3%-3.6%0.005%
4/30/2024 Drexel Morgan & Co.100,265$8.00M1.6%+0.2%0.008%
4/30/2024 Norden Group LLC6,830$545K0.0%+10.7%0.001%
4/30/2024 Culbertson A N & Co. Inc.84,028$6.70M1.2%-5.4%0.007%
4/30/2024 Van ECK Associates Corp198,655$15.85M0.0%+24.6%0.016%
4/30/2024 LifePlan Financial LLC18,311$1.46M1.3%-8.5%0.001%
4/30/2024 HB Wealth Management LLC24,758$1.98M0.0%+3.5%0.002%
4/30/2024 SpiderRock Advisors LLC11,484$891K0.0%N/A0.001%
(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, 2,611 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were Aspire Private Capital LLC ($755.94B), Vanguard Group Inc. ($9.29B), BlackRock Inc. ($6.48B), State Street Corp ($3.86B), Capital World Investors ($3.20B), Capital International Investors ($2.66B), and Morgan Stanley ($2.17B).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 2,235 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 ($13.83M), Capital International Investors ($11.16M), FMR LLC ($9.43M), Capital World Investors ($8.65M), Capital Research Global Investors ($5.64M), Pzena Investment Management LLC ($5.55M), and Vanguard Group Inc. ($5.37M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 226,349,535 shares in the last 24 months. This purchase volume represents approximately $18.68B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,902 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: Veritas Asset Management LLP ($20.54M), OFI Invest Asset Management ($16.35M), Boston Partners ($8.65M), Ameriprise Financial Inc. ($5.30M), Wellington Management Group LLP ($4.37M), Renaissance Technologies LLC ($3.95M), and Deutsche Bank AG ($3.88M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 186,301,440 shares in the last 24 months. This volume of shares sold represents approximately $14.69B in transactions.


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This page (NYSE:CVS) was last updated on 5/4/2024 by MarketBeat.com Staff

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