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CVS Health (CVS) Institutional Ownership

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$64.01 -0.35 (-0.55%)
Closing price 03:59 PM Eastern
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$63.53 -0.48 (-0.75%)
As of 08:00 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)
1124
Total
Institutional Inflows
(last 12 months)
$10.64B
Number of
Institutional Sellers
(last 12 months)
1230
Total
Institutional Outflows
(last 12 months)
$6.97B
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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
7/15/2025First City Capital Management Inc.4,599$317K0.2%-4.1%0.000%
7/15/2025Missouri Trust & Investment Co27,444$1.89M0.6%+12.6%0.002%
7/15/2025Wealth Effects LLC4,414$304K0.1%-11.5%0.000%
7/15/2025TD Private Client Wealth LLC99,674$6.88M0.2%+26.3%0.008%
7/15/2025Pine Haven Investment Counsel Inc4,512$311K0.2%-23.5%0.000%
7/15/2025Peddock Capital Advisors LLC4,254$293K0.1%-12.7%0.000%
7/15/2025Public Employees Retirement System of Ohio543,655$37.50M0.1%-5.5%0.043%
7/15/2025Lynch & Associates IN22,878$1.58M0.3%+15.1%0.002%
7/15/2025Kentucky Trust Co14,172$978K0.6%-4.0%0.001%
7/15/2025Northside Capital Management LLC4,740$327K0.0%N/A0.000%
7/15/2025Ballentine Partners LLC6,075$419K0.0%-26.4%0.000%
7/15/2025BCS Wealth Management3,730$257K0.1%-6.2%0.000%
7/15/2025Norden Group LLC35,114$2.42M0.3%+3.0%0.003%
7/15/2025Fifth Third Bancorp168,970$11.66M0.0%-0.5%0.013%
7/15/2025Sheets Smith Wealth Management5,623$388K0.0%-67.7%0.000%
7/15/2025Waycross Partners LLC45,000$3.10M0.3%N/A0.004%
7/15/2025Alpha Omega Wealth Management LLC133,484$9.21M1.6%-10.4%0.011%
7/14/2025 Wealth Advisory Solutions LLC4,606$318K0.1%-38.2%0.000%
7/14/2025 CHICAGO TRUST Co NA8,785$606K0.1%-19.8%0.001%
7/14/2025 Opal Wealth Advisors LLC1,382$95K0.0%-18.6%0.000%
7/14/2025 Farmers Trust Co.80,918$5.58M1.0%+0.2%0.006%
7/14/2025 Armstrong Advisory Group Inc.2,196$151K0.0%+83.6%0.000%
7/14/2025 Scharf Investments LLC125,885$8.68M0.3%-21.2%0.010%
7/14/2025 U.S. Capital Wealth Advisors LLC13,155$907K0.0%+3.1%0.001%
7/14/2025 Farmers & Merchants Investments Inc.266,774$18.40M0.5%+1.7%0.021%
7/14/2025 Toth Financial Advisory Corp61,455$4.24M0.5%+65.4%0.005%
7/14/2025 Park Avenue Securities LLC44,641$3.08M0.0%+72.4%0.004%
7/14/2025 Avanza Fonder AB85,882$5.92M0.2%-6.0%0.007%
7/14/2025 Sowell Financial Services LLC37,220$2.57M0.1%+58.2%0.003%
7/11/2025 Oak Asset Management LLC51,450$3.55M1.3%-0.3%0.004%
7/11/2025 Compass Ion Advisors LLC4,276$295K0.0%-17.3%0.000%
7/11/2025 Williams Financial LLC6,923$478K0.5%+2.5%0.001%
7/11/2025 Farther Finance Advisors LLC15,372$1.06M0.0%-5.6%0.001%
7/11/2025 Wedge Capital Management L L P NC486,579$33.56M0.6%N/A0.038%
7/11/2025 Busey Bank6,677$461K0.0%-21.8%0.001%
7/11/2025 Silver Oak Securities Incorporated4,180$288K0.0%-3.8%0.000%
7/11/2025 CX Institutional108,847$7.51M0.3%+249.3%0.009%
7/11/2025 UMB Bank n.a.12,721$877K0.0%-5.3%0.001%
7/11/2025 Adirondack Trust Co.8,722$602K0.2%-3.5%0.001%
7/11/2025 Butensky & Cohen Financial Security Inc.52,236$3.60M1.1%+1.0%0.004%
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7/11/2025 Pinnacle Bancorp Inc.468$32K0.0%-38.9%0.000%
7/11/2025 Bridge Creek Capital Management LLC61,070$4.21M1.2%+1.8%0.005%
7/11/2025 AA Financial Advisors LLC3,280$226K0.0%-8.4%0.000%
7/11/2025 SeaCrest Wealth Management LLC7,100$490K0.1%-12.7%0.001%
7/11/2025 Diversified Trust Co7,370$508K0.0%+69.3%0.001%
7/11/2025 Assenagon Asset Management S.A.1,723,947$118.92M0.2%-51.1%0.136%
7/11/2025 International Private Wealth Advisors LLC4,683$323K0.3%N/A0.000%
7/11/2025 Kingstone Capital Partners Texas LLC2,145,239$155.19M0.0%N/A0.170%
7/11/2025 IFM Investors Pty Ltd238,547$16.46M0.2%+4.6%0.019%
7/11/2025 Grove Bank & Trust2,162$149K0.0%+30.2%0.000%
7/10/2025 Canoe Financial LP1,612,178$111.21M1.6%+16.1%0.127%
7/10/2025 AHL Investment Management Inc.39,762$2.74M1.8%-0.7%0.003%
7/10/2025 Moody National Bank Trust Division20,903$1.44M0.1%-6.0%0.002%
7/10/2025 YHB Investment Advisors Inc.6,260$432K0.0%-10.1%0.000%
7/10/2025 HF Advisory Group LLC5,074$350K0.1%-20.5%0.000%
7/10/2025 Peoples Bank KS14,468$998K0.7%-1.4%0.001%
7/10/2025 Baker Tilly Wealth Management LLC13,568$936K0.3%+3.6%0.001%
7/10/2025 Exchange Traded Concepts LLC18,371$1.27M0.0%+26.3%0.001%
7/10/2025 Polianta Ltd20,500$1.41M0.6%N/A0.002%
7/10/2025 Fulton Bank N.A.35,375$2.44M0.1%-6.4%0.003%
7/10/2025 NorthCrest Asset Manangement LLC90,297$6.09M0.2%-2.6%0.007%
7/10/2025 Community Trust & Investment Co.261,518$18.04M1.0%-1.7%0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC138,318$9.33M0.0%-7.3%0.011%
7/10/2025 Mn Services Vermogensbeheer B.V.471,200$32.50M0.2%-0.8%0.037%
7/10/2025 Wedmont Private Capital12,191$813K0.0%+9.7%0.001%
7/10/2025 Swedbank AB2,242,914$154.72M0.2%+57.9%0.177%
7/10/2025 Secure Asset Management LLC2,958$204K0.0%N/A0.000%
7/10/2025 Baader Bank Aktiengesellschaft6,253$430K0.0%+62.8%0.000%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd169,127$11.67M0.1%+1.0%0.013%
7/10/2025 Signal Advisors Wealth LLC3,296$227K0.0%N/A0.000%
7/10/2025 Focus Financial Network Inc.11,438$789K0.0%+3.2%0.001%
7/9/2025 Dynamic Advisor Solutions LLC36,795$2.54M0.1%-0.6%0.003%
7/9/2025 Radnor Capital Management LLC35,700$2.46M0.4%-0.5%0.003%
7/9/2025 Bruce G. Allen Investments LLC1,655$114K0.1%-9.1%0.000%
7/9/2025 Pines Wealth Management LLC6,387$431K0.2%+27.2%0.001%
7/9/2025 Sunpointe LLC4,760$328K0.1%+4.0%0.000%
7/9/2025 Procyon Advisors LLC6,839$472K0.0%-77.6%0.001%
7/9/2025 Pallas Capital Advisors LLC18,587$1.28M0.0%-39.8%0.001%
7/9/2025 Gateway Investment Advisers LLC263,515$18.18M0.2%-15.7%0.021%
7/9/2025 Goelzer Investment Management Inc.4,867$336K0.0%-7.6%0.000%
7/9/2025 Aaron Wealth Advisors LLC12,348$852K0.1%+13.3%0.001%
7/9/2025 LifePlan Financial LLC20,866$1.44M1.2%+9.9%0.002%
7/9/2025 Krilogy Financial LLC12,673$874K0.1%-17.9%0.001%
7/9/2025 St. Louis Financial Planners Asset Management LLC10,735$741K0.6%N/A0.001%
7/9/2025 Byrne Asset Management LLC12,676$874K0.6%-6.7%0.001%
7/9/2025 Woodstock Corp40,702$2.81M0.3%-3.9%0.003%
7/9/2025 Key Client Fiduciary Advisors LLC7,791$537K0.2%+9.8%0.001%
7/9/2025 Beacon Financial Group6,088$420K0.0%-3.0%0.000%
7/9/2025 Czech National Bank309,256$21.33M0.2%+6.8%0.024%
7/8/2025 Everpar Advisors LLC5,088$351K0.2%-7.2%0.000%
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7/8/2025 Arlington Trust Co LLC1,642$113K0.0%+447.3%0.000%
7/8/2025 Ransom Advisory Ltd20,021$1.38M0.7%-8.2%0.002%
7/8/2025 Atlas Brown Inc.5,263$363K0.1%+7.6%0.000%
7/8/2025 Persium Advisors LLC9,010$622K0.5%+9.5%0.001%
7/8/2025 Webster Bank N. A.6,871$474K0.0%-18.0%0.001%
7/8/2025 Canandaigua National Bank & Trust Co.37,612$2.59M0.2%-4.6%0.003%
7/8/2025 RMR Wealth Builders12,796$883K0.1%-2.2%0.001%
7/8/2025 Livelsberger Financial Advisory512$35K0.7%N/A0.000%
7/8/2025 Bard Financial Services Inc.116,478$8.04M1.0%-6.7%0.009%
7/8/2025 E. Ohman J or Asset Management AB52,445$3.62M0.1%-4.6%0.004%
(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 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 1,953 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 ($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 196,823,243 shares in the last 24 months. This purchase volume represents approximately $10.64B in transactions.

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

Of the 1,227 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: Pacer Advisors Inc. ($5.50M), Hotchkis & Wiley Capital Management LLC ($5.16M), State of Michigan Retirement System ($3.17M), Capital Research Global Investors ($3.14M), Franklin Resources Inc. ($3.11M), KBC Group NV ($3.07M), and Value Partners Investments Inc. ($2.95M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 125,129,955 shares in the last 24 months. This volume of shares sold represents approximately $6.97B in transactions.



This page (NYSE:CVS) was last updated on 7/15/2025 by MarketBeat.com Staff
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