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CVS Health (CVS) Institutional Ownership

CVS Health logo
$84.96 -0.90 (-1.05%)
Closing price 09/24/2026 03:59 PM Eastern
Extended Trading
$85.12 +0.16 (+0.19%)
As of 04:55 AM 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)
1184
Total
Institutional Inflows
(last 12 months)
$33.95B
Number of
Institutional Sellers
(last 12 months)
892
Total
Institutional Outflows
(last 12 months)
$5.04B
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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
9/23/2026 QRG Capital Management Inc.185,242$19.16M0.1%+90.0%0.014%
9/23/2026 Envestnet Portfolio Solutions Inc.52,926$6.01M0.0%+11.7%0.004%
9/23/2026 Envestnet Asset Management Inc.3,475,264$359.52M0.1%+80.9%0.272%
9/22/2026 State Street Corp74,927,064$7.75B0.2%+26.3%5.858%
9/18/2026 Security National Bank of SO Dak308$32K0.0%N/A0.000%
9/17/2026 Wellington Altus USA Inc.1,025$106K0.1%+13.3%0.000%
9/9/2026 The Manufacturers Life Insurance Company1,287,441$133.19M0.1%+5.8%0.101%
9/9/2026 Tortoise Investment Management LLC2,451$254K0.0%N/A0.000%
9/9/2026 Sequoia Financial Advisors LLC55,759$5.77M0.0%+3.0%0.004%
9/9/2026 Tidal Investments LLC235,491$24.36M0.0%+14.6%0.018%
9/9/2026 MCF Advisors LLC8,375$866K0.0%+5.3%0.001%
9/9/2026 National Pension Service3,404,216$352.17M0.2%-0.5%0.266%
9/9/2026 Engineers Gate Manager LP58,154$6.02M0.1%-56.3%0.005%
9/9/2026 Cidel Asset Management Inc.38,234$3.96M0.2%-3.4%0.003%
9/9/2026 Plimoth Trust Co. LLC3,993$413K0.1%-6.2%0.000%
9/9/2026 Summit Financial Strategies Inc.2,057$213K0.0%N/A0.000%
9/9/2026 SVB Wealth LLC10,523$1.09M0.1%-16.6%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC4,969$514K0.0%+22.8%0.000%
9/9/2026 NorthRock Partners LLC7,569$783K0.0%+7.7%0.001%
9/9/2026 Integrated Wealth Concepts LLC29,917$3.10M0.0%-6.4%0.002%
9/9/2026 Community Bank N.A.4,361$451K0.0%+21.1%0.000%
9/9/2026 Maven Securities LTD27,314$2.83M0.1%-205.5%0.002%
9/9/2026 RFG Advisory LLC9,525$985K0.0%-49.9%0.001%
9/9/2026 NewEdge Advisors LLC182,038$18.83M0.1%+39.0%0.014%
9/9/2026 IFP Advisors Inc9,638$997K0.0%-17.3%0.001%
9/9/2026 Baird Financial Group Inc.261,756$27.08M0.0%+4.0%0.020%
9/8/2026 Allworth Financial LP33,215$3.44M0.0%-65.5%0.003%
9/8/2026 Arizona State Retirement System353,014$36.52M0.2%+1.5%0.028%
9/8/2026 West Family Investments Inc.22,696$2.35M0.7%-1.3%0.002%
9/8/2026 Waverly Advisors LLC90,642$9.38M0.1%+7.9%0.007%
9/8/2026 Paragon Capital Management Ltd2,545$263K0.0%N/A0.000%
9/8/2026 Lipe & Dalton23,870$2.47M1.1%-2.0%0.002%
9/8/2026 Empirical Finance LLC53,764$5.56M0.2%+2.9%0.004%
9/8/2026 Nykredit A S2,028,154$209.81M0.6%N/A0.159%
9/4/2026 Parkside Financial Bank & Trust5,211$539K0.0%+7.5%0.000%
9/2/2026 Range Advisory LLC5,259$544K0.1%N/A0.000%
9/2/2026 Brown Lisle Cummings Inc.14,858$1.54M0.3%+8.4%0.001%
8/27/2026 Corient Private Wealth LP419,758$43.42M0.1%-24.3%0.033%
8/26/2026 Amundi7,525,080$778.47M0.2%+2.1%0.588%
8/26/2026 HighTower Advisors LLC360,179$37.26M0.0%-0.7%0.028%
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8/25/2026 Groupe la Francaise50,024$5.18M0.1%N/A0.004%
8/23/2026 Guardian Wealth Advisors LLC NC2,707$280K0.0%N/A0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.2,248$233K0.1%N/A0.000%
8/23/2026 Wedmont Private Capital20,635$2.15M0.1%+8.0%0.002%
8/23/2026 Kintra Wealth LLC14,465$1.37M0.1%+24.3%0.001%
8/23/2026 Endeavor Private Wealth Inc.3,197$331K0.1%-8.8%0.000%
8/23/2026 Widmann Financial Services Inc.11,271$1.17M0.6%+4.6%0.001%
8/23/2026 Insight Inv LLC8,115$839K0.4%-9.1%0.001%
8/23/2026 HB Wealth Management LLC47,828$4.95M0.0%+7.0%0.004%
8/23/2026 Nilsine Partners LLC4,244$439K0.0%+8.6%0.000%
8/23/2026 Saudi Central Bank324,060$34.47M0.4%+15.0%0.025%
8/23/2026 Angeles Wealth Management LLC3,443$356K0.0%N/A0.000%
8/23/2026 Azimuth Capital Investment Management LLC135,609$14.03M0.5%+25.1%0.011%
8/22/2026 Compass Financial Management LLC5,476$568K0.1%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC4,967$514K0.1%N/A0.000%
8/22/2026 MW Advisory LLC3,792$392K0.2%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC300$31K0.0%N/A0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich459,492$47.53M1.1%N/A0.036%
8/22/2026 Meadowbrook Wealth Management LLC2,775$291K0.3%-36.6%0.000%
8/22/2026 Nabity Jensen Investment Management Inc2,127$220K0.1%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC2,351$243K0.1%N/A0.000%
8/22/2026 Syon Capital LLC21,781$2.25M0.1%-1.0%0.002%
8/22/2026 denkapparat Operations GmbH3,318$343K0.1%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.452,488$47.45M0.1%+43.0%0.035%
8/22/2026 Premier Path Wealth Partners LLC20,349$2.11M0.2%-7.8%0.002%
8/22/2026 Concurrent Investment Advisors LLC113,425$11.73M0.1%+274.0%0.009%
8/22/2026 NEOS Investment Management LLC206,750$21.39M0.1%+12.9%0.016%
8/21/2026 Mason & Associates Inc2,500$259K0.0%N/A0.000%
8/21/2026 iSAM Funds UK Ltd3,600$372K0.3%N/A0.000%
8/21/2026 Athena Investment Management4,605$476K0.3%-28.9%0.000%
8/21/2026 Strengthening Families & Communities LLC30,462$3.15M0.7%+0.8%0.002%
8/21/2026 Greenspring Advisors LLC2,455$254K0.0%N/A0.000%
8/21/2026 Continuum Advisory LLC991$103K0.0%-98.8%0.000%
8/21/2026 Williams Financial LLC6,895$713K0.4%-1.8%0.001%
8/21/2026 Nykredit A S2,708,631$280.21M0.9%N/A0.212%
8/21/2026 Thrive Wealth Management LLC2,527$261K0.0%N/A0.000%
8/21/2026 Robbins Farley1,800$186K0.1%-10.0%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG123,784$12.81M0.1%+74.3%0.010%
8/21/2026 Sunburst Financial Group LLC2,485$257K0.0%N/A0.000%
8/21/2026 XML Financial LLC42,401$4.39M0.3%-6.4%0.003%
8/21/2026 Beacon Financial Advisory LLC2,321$240K0.0%N/A0.000%
8/21/2026 Secure Asset Management LLC2,942$304K0.0%-23.2%0.000%
8/21/2026 Nan Shan Life Insurance Co. Ltd.223,565$23.13M0.7%-45.6%0.017%
8/21/2026 Bedel Financial Consulting Inc.2,209$228K0.0%N/A0.000%
8/21/2026 Legacy Financial Advisors Inc.3,392$351K0.0%+10.1%0.000%
8/20/2026 Proficio Capital Partners LLC10,072$1.04M0.0%N/A0.001%
8/20/2026 Community Bank & Trust Waco Texas12,400$1.28M0.2%-3.6%0.001%
8/20/2026 Nwam LLC3,521$364K0.0%+13.5%0.000%
8/20/2026 Rehmann Capital Advisory Group7,477$774K0.0%+2.6%0.001%
8/20/2026 Maple Rock Capital Partners Inc.1,197,996$123.93M2.5%+14.3%0.094%
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8/20/2026 Montanova Capital LLC84,500$8.74M0.1%N/A0.007%
8/20/2026 JNBA Financial Advisors3,998$414K0.0%-6.8%0.000%
8/20/2026 F&V Capital Management LLC140,557$14.54M2.7%-2.1%0.011%
8/20/2026 Ancora Advisors LLC3,825$396K0.0%-32.6%0.000%
8/20/2026 Sigma Planning Corp15,568$1.61M0.0%+3.6%0.001%
8/20/2026 Benjamin Edwards Inc.45,247$4.68M0.0%+32.8%0.004%
8/20/2026 GTS Securities LLC2,901$300K0.0%-27.4%0.000%
8/20/2026 Alyeska Investment Group L.P.1,685,440$174.36M0.4%N/A0.132%
8/20/2026 Flputnam Investment Management Co.33,778$3.49M0.0%+4.9%0.003%
8/20/2026 Davidson Investment Advisors244,542$25.30M1.0%-0.6%0.019%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,217 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), State Street Corp ($7.75B), Capital World Investors ($5.37B), Dodge & Cox ($4.96B), Wellington Management Group LLP ($3.50B), and Bank of America Corp DE ($2.40B).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 1,785 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), Wellington Management Group LLP ($28.71M), State Street Corp ($19.79M), Pzena Investment Management LLC ($18.44M), Capital World Investors ($14.24M), and Bank of America Corp DE ($13.84M).

Institutional investors have bought a total of 356,253,512 shares in the last 24 months. This purchase volume represents approximately $33.95B in transactions.

Of the 892 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 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.07M).

Institutional investors have sold a total of 64,274,166 shares in the last 24 months. This volume of shares sold represents approximately $5.04B in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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