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CVS Health (CVS) Institutional Ownership

CVS Health logo
$90.42 +2.87 (+3.27%)
Closing price 10/14/2026 03:59 PM Eastern
Extended Trading
$91.38 +0.96 (+1.07%)
As of 06:18 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)
1174
Total
Institutional Inflows
(last 12 months)
$33.88B
Number of
Institutional Sellers
(last 12 months)
886
Total
Institutional Outflows
(last 12 months)
$4.90B
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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
10/15/2026Mather Group LLC.14,807$1.27M0.0%+41.2%0.001%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC12,130$1.04M0.0%+9.5%0.001%
10/15/2026Fortitude Family Office LLC990$85K0.0%+110.6%0.000%
10/15/2026Meridian Investment Counsel Inc.8,945$766K0.2%-2.7%0.001%
10/14/2026Western Financial Corp CA52,621$4.51M1.5%N/A0.004%
10/14/2026Sanders Morris Harris LLC6,674$576K0.1%N/A0.001%
10/14/2026Beau Ventures LLc325,432$27.89M2.6%+0.0%0.025%
10/14/2026Adirondack Trust Co.5,146$441K0.2%-2.3%0.000%
10/14/2026ABLE Financial Group LLC48,140$4.13M0.6%-0.3%0.004%
10/14/2026First Citizens Bank & Trust Co.46,777$4.01M0.1%+17.6%0.004%
10/14/2026Focus Financial Network Inc.7,928$679K0.0%+2.0%0.001%
10/14/2026Cohen Capital Management Inc.148,012$12.68M1.9%-0.6%0.012%
10/14/2026Salem Investment Counselors Inc.37,255$3.19M0.1%-2.3%0.003%
10/14/2026Krilogy Financial LLC19,343$1.66M0.0%+49.6%0.002%
10/13/2026Forvis Mazars Wealth Advisors LLC20,471$1.75M0.0%+19.2%0.002%
10/13/2026Courier Capital LLC22,378$1.92M0.4%+24.4%0.002%
10/13/2026Fragasso Financial Advisors Inc4,731$405K0.0%+106.6%0.000%
10/13/2026NorthCrest Asset Manangement LLC42,289$3.62M0.1%+57.2%0.003%
10/13/2026Value Investment Professionals LLC5,579$478K0.4%-3.4%0.000%
10/13/2026Avior Wealth Management LLC2,458$211K0.0%-22.4%0.000%
10/13/2026Perpetual Ltd8,633$740K0.0%-7.7%0.001%
10/13/2026Woodstock Corp26,394$2.26M0.2%-2.2%0.002%
10/13/2026Vertrix Wealth Management LLC41,301$3.54M1.2%+12.7%0.003%
10/10/2026HF Advisory Group LLC4,192$359K0.1%-20.7%0.000%
10/9/2026Sound Income Strategies LLC5,036$432K0.0%+62.1%0.000%
10/9/2026GK Wealth Management LLC2,738$254K0.1%-7.6%0.000%
10/9/2026Shulman DeMeo Asset Management LLC2,612$227K0.1%-6.8%0.000%
10/9/2026Wedmont Private Capital30,342$2.60M0.1%+47.0%0.002%
10/9/2026Journey Retirement Planning & Investment Management LLC5,795$497K0.3%-37.4%0.000%
10/9/2026Lawood & Co.2,940$252K0.2%-5.0%0.000%
10/9/2026Douglas Lane & Associates LLC240,188$20.58M0.3%-15.5%0.019%
10/9/2026Stableford Capital II LLC8,015$687K0.2%N/A0.001%
10/9/2026Mn Services Vermogensbeheer B.V.375,568$32.18M0.2%+1.3%0.029%
10/8/2026Farther Finance Advisors LLC54,244$4.65M0.0%+30.6%0.004%
10/8/2026Meadowbrook Wealth Management LLC2,500$214K0.2%-9.9%0.000%
10/8/2026CoreCap Advisors LLC5,242$449K0.0%+50.6%0.000%
10/8/2026Artemis Investment Management LLP50,481$4.33M0.0%+65.6%0.004%
10/8/2026Hamlin Capital Management LLC1,951,402$167.22M4.1%+13.6%0.153%
10/8/2026Apella Capital LLC9,217$790K0.0%+32.8%0.001%
10/8/2026Everhart Financial Group Inc.12,810$1.10M0.1%+75.9%0.001%
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10/8/2026Gradient Investments LLC9,403$806K0.0%N/A0.001%
10/8/2026Avidian Wealth Enterprises LLC13,457$1.15M0.0%+84.3%0.001%
10/8/2026Valeo Financial Advisors LLC23,338$2.21M0.1%-4.7%0.002%
10/8/2026Vista Investment Partners LLC39,713$3.40M0.9%-2.3%0.003%
10/8/2026Toth Financial Advisory Corp137,564$11.79M1.2%+6.9%0.011%
10/8/2026Alkeme Wealth LLC32,415$2.78M0.9%-7.3%0.003%
10/7/2026Venture Visionary Partners LLC10,465$897K0.0%+2.7%0.001%
10/7/2026Steph & Co.548$47K0.0%+49.3%0.000%
10/7/2026Elevation Wealth Partners LLC1,006$86K0.0%+182.6%0.000%
10/7/2026Cooper Financial Group4,724$405K0.0%+89.6%0.000%
10/7/2026Canandaigua National Bank & Trust Co.38,715$3.32M0.3%+6.9%0.003%
10/7/2026Persium Advisors LLC10,728$919K0.5%+1.7%0.001%
10/7/2026Greenfield Savings Bank8,156$699K0.3%-3.7%0.001%
10/7/2026Investors Research Corp13,371$1.15M0.2%-2.8%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.2,400$206K0.0%+78.4%0.000%
10/6/2026Moody National Bank Trust Division12,912$1.11M0.1%-15.3%0.001%
10/6/2026Iowa State Bank20,013$1.72M0.3%-3.4%0.002%
10/6/2026Central Pacific Bank Trust Division24,756$2.12M0.2%-4.3%0.002%
10/5/2026Rosenberg Matthew Hamilton1,775$152K0.0%+97.4%0.000%
10/5/2026Park National Corp OH132,587$11.36M0.3%-4.4%0.010%
10/5/2026Baker Tilly Wealth Management LLC11,644$998K0.2%-4.0%0.001%
10/5/2026CapWealth Advisors LLC344,416$29.51M2.3%+1.4%0.027%
10/5/2026Argent Capital Management LLC238,110$20.40M0.1%+50.4%0.019%
10/5/2026MassMutual Private Wealth & Trust FSB5,003$429K0.0%+21.0%0.000%
10/2/2026 Boltwood Capital Management9,877$846K0.2%+5.0%0.001%
10/2/2026 CX Institutional14,141$1.21M0.0%-86.0%0.001%
10/2/2026 GoalVest Advisory LLC630$60K0.0%+34.3%0.000%
10/2/2026 Private Client Services LLC3,567$306K0.1%N/A0.000%
10/2/2026 Versant Capital Management Inc12,509$1.07M0.1%+29.7%0.001%
10/1/2026 Cacti Asset Management LLC385,934$33.62M1.9%-0.1%0.030%
9/29/2026Greenwich Wealth Management LLC23,845$2.47M0.1%-3.0%0.002%
9/23/2026QRG Capital Management Inc.185,242$19.16M0.1%+90.0%0.014%
9/23/2026Envestnet Portfolio Solutions Inc.52,926$6.01M0.0%+11.7%0.004%
9/23/2026Envestnet Asset Management Inc.3,475,264$359.52M0.1%+80.9%0.272%
9/22/2026State Street Corp74,927,064$7.75B0.2%+26.3%5.858%
9/18/2026Security National Bank of SO Dak308$32K0.0%N/A0.000%
9/17/2026Wellington Altus USA Inc.1,025$106K0.1%+13.3%0.000%
9/9/2026The Manufacturers Life Insurance Company1,287,441$133.19M0.1%+5.8%0.101%
9/9/2026Tortoise Investment Management LLC2,451$254K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC55,759$5.77M0.0%+3.0%0.004%
9/9/2026Tidal Investments LLC235,491$24.36M0.0%+14.6%0.018%
9/9/2026MCF Advisors LLC8,375$866K0.0%+5.3%0.001%
9/9/2026National Pension Service3,404,216$352.17M0.2%-0.5%0.266%
9/9/2026Engineers Gate Manager LP58,154$6.02M0.1%-56.3%0.005%
9/9/2026Cidel Asset Management Inc.38,234$3.96M0.2%-3.4%0.003%
9/9/2026Plimoth Trust Co. LLC3,993$413K0.1%-6.2%0.000%
9/9/2026Summit Financial Strategies Inc.2,057$213K0.0%N/A0.000%
9/9/2026SVB Wealth LLC10,523$1.09M0.1%-16.6%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC4,969$514K0.0%+22.8%0.000%
9/9/2026NorthRock Partners LLC7,569$783K0.0%+7.7%0.001%
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9/9/2026Integrated Wealth Concepts LLC29,917$3.10M0.0%-6.4%0.002%
9/9/2026Community Bank N.A.4,361$451K0.0%+21.1%0.000%
9/9/2026Maven Securities LTD27,314$2.83M0.1%-205.5%0.002%
9/9/2026RFG Advisory LLC9,525$985K0.0%-49.9%0.001%
9/9/2026NewEdge Advisors LLC182,038$18.83M0.1%+39.0%0.014%
9/9/2026IFP Advisors Inc9,638$997K0.0%-17.3%0.001%
9/9/2026Baird Financial Group Inc.261,756$27.08M0.0%+4.0%0.020%
9/8/2026Allworth Financial LP33,215$3.44M0.0%-65.5%0.003%
9/8/2026Arizona State Retirement System353,014$36.52M0.2%+1.5%0.028%
9/8/2026West Family Investments Inc.22,696$2.35M0.7%-1.3%0.002%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,209 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 1,784 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 355,370,552 shares in the last 24 months. This purchase volume represents approximately $33.88B in transactions.

Of the 879 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 62,371,431 shares in the last 24 months. This volume of shares sold represents approximately $4.90B 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 10/15/2026. New 13F filings are added each quarter as they're published.
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