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S&P 500   4,594.63
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Man kills 4 relatives in Queens knife rampage, injures 2 officers before he's fatally shot by police
All the trading advice you’ve ever received boils down to this (Ad)
British military reports an explosion off the coast of Yemen in the key Bab el-Mandeb Strait
Lacking counselors, US schools turn to the booming business of online therapy
All the trading advice you’ve ever received boils down to this (Ad)
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
Kiss say farewell to live touring, become first US band to go virtual and become digital avatars
All the trading advice you’ve ever received boils down to this (Ad)
Alaska Air to buy Hawaiian Airlines in a $1.9 billion deal that may attract regulator scrutiny
Watchdog: Western arms companies failed to ramp up production capacity in 2022 due to Ukraine war
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
Man kills 4 relatives in Queens knife rampage, injures 2 officers before he's fatally shot by police
All the trading advice you’ve ever received boils down to this (Ad)
British military reports an explosion off the coast of Yemen in the key Bab el-Mandeb Strait
Lacking counselors, US schools turn to the booming business of online therapy
All the trading advice you’ve ever received boils down to this (Ad)
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
Kiss say farewell to live touring, become first US band to go virtual and become digital avatars
All the trading advice you’ve ever received boils down to this (Ad)
Alaska Air to buy Hawaiian Airlines in a $1.9 billion deal that may attract regulator scrutiny
Watchdog: Western arms companies failed to ramp up production capacity in 2022 due to Ukraine war
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
Man kills 4 relatives in Queens knife rampage, injures 2 officers before he's fatally shot by police
All the trading advice you’ve ever received boils down to this (Ad)
British military reports an explosion off the coast of Yemen in the key Bab el-Mandeb Strait
Lacking counselors, US schools turn to the booming business of online therapy
All the trading advice you’ve ever received boils down to this (Ad)
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
Kiss say farewell to live touring, become first US band to go virtual and become digital avatars
All the trading advice you’ve ever received boils down to this (Ad)
Alaska Air to buy Hawaiian Airlines in a $1.9 billion deal that may attract regulator scrutiny
Watchdog: Western arms companies failed to ramp up production capacity in 2022 due to Ukraine war
Top-Rated Dividend StocksTop-Rated Dividend

CVS Health (CVS) Institutional Ownership

$68.48
+0.53 (+0.78%)
(As of 12/1/2023 ET)
Compare
Today's Range
$67.37
▼
$68.64
50-Day Range
$66.33
▼
$72.57
52-Week Range
$64.41
▼
$104.83
Volume
7.09 million shs
Average Volume
6.10 million shs
Market Capitalization
$88.13 billion
P/E Ratio
10.33
Dividend Yield
3.53%
Price Target
$92.59
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for CVS Health (NYSE:CVS)

Current
Institutional Ownership
Percentage
75.99%
Number of
Institutional Buyers
(last 12 months)
1553
Total
Institutional Inflows
(last 12 months)
$12.10 B
Number of
Institutional Sellers
(last 12 months)
1453
Total
Institutional Outflows
(last 12 months)
$9.81 B
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Skip Chart & View Institutional Buying and Selling Data

CVS Institutional Buying and Selling by Quarter


CVS Health Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/1/2023B. Riley Wealth Advisors Inc.79,876$5.58M0.2%-67.7%0.006%
12/1/2023Wellington Management Group LLP164,414$11.48M0.0%-94.0%0.013%
11/30/2023American Century Companies Inc.1,842,241$128.63M0.1%-13.4%0.143%
11/30/2023Fidelity D & D Bancorp Inc.3,565$0.25M0.3%N/A0.000%
11/30/2023Modera Wealth Management LLC68,847$4.81M0.1%-8.5%0.005%
11/30/2023Neo Ivy Capital Management4,160$0.29M0.1%-91.6%0.000%
11/29/2023Quantum Financial Advisors LLC3,923$0.27M0.1%N/A0.000%
11/27/2023Trust Co. of Vermont167,827$11.72M0.8%-5.7%0.013%
11/24/2023Deutsche Bank AG5,110,445$356.81M0.2%-23.5%0.397%
11/24/2023EP Wealth Advisors LLC563,907$39.37M0.6%+421.9%0.044%
11/22/2023Public Sector Pension Investment Board409,581$28.60M0.2%+3.7%0.032%
11/22/2023Graham Capital Management L.P.20,712$1.45M0.0%N/A0.002%
11/22/2023Verity Asset Management Inc.4,004$0.28M0.2%+7.2%0.000%
11/21/2023Auxier Asset Management114,578$8M1.4%-3.8%0.009%
11/21/2023Allen Mooney & Barnes Investment Advisors LLC131,536$9.18M2.0%N/A0.010%
11/21/2023Comerica Bank416,859$29.11M0.2%-76.1%0.032%
11/21/2023Hohimer Wealth Management LLC59,137$4.13M1.2%-2.3%0.005%
11/21/2023Tompkins Financial Corp5,449$0.38M0.1%-20.7%0.000%
11/20/2023Silver Oak Securities Incorporated2,307$0.16M0.0%-50.6%0.000%
11/17/2023Diversified Trust Co21,619$1.51M0.1%-6.6%0.002%
11/17/2023OLD National Bancorp IN251,393$17.55M0.5%+4.8%0.020%
11/17/2023Seelaus Asset Management LLC7,135$0.50M0.6%-6.3%0.001%
11/17/2023Jacobs Levy Equity Management Inc.103,754$7.24M0.0%+268.0%0.008%
11/16/2023Resources Management Corp CT ADV124,048$8.66M1.4%-1.6%0.010%
11/16/2023Twin Lakes Capital Management LLC33,318$2.33M1.5%+0.7%0.003%
11/16/2023Integrated Advisors Network LLC29,652$2.07M0.1%-16.8%0.002%
11/16/2023Creative Planning245,539$17.14M0.0%+33.2%0.019%
11/16/2023Chesapeake Wealth Management3,082$0.22M0.1%-68.1%0.000%
11/16/2023Strait & Sound Wealth Management LLC6,795$0.47M0.4%+85.5%0.001%
11/16/2023Orion Capital Management LLC6,214$0.43M0.3%-20.9%0.000%
11/16/2023Westside Investment Management Inc.64,144$4.48M1.3%+1.7%0.005%
11/16/2023BRYN MAWR TRUST Co5,433$0.38M0.0%-2.8%0.000%
11/16/2023Employees Retirement System of Texas153,690$10.73M0.2%+10.4%0.012%
11/16/2023Harbour Investments Inc.10,538$0.74M0.0%+3.5%0.001%
11/16/2023Belpointe Asset Management LLC14,386$1M0.1%-2.4%0.001%
11/16/2023First Foundation Advisors7,227$0.51M0.0%-38.5%0.001%
11/16/2023Public Employees Retirement System of Ohio709,716$49.55M0.2%-7.2%0.055%
11/16/2023Moneta Group Investment Advisors LLC16,768$1.17M0.0%+6.0%0.001%
11/16/2023FineMark National Bank & Trust20,956$1.46M0.1%-78.9%0.002%
11/16/2023Fairfield Bush & CO.5,408$0.38M0.2%-56.4%0.000%
11/16/2023Advisors Capital Management LLC398,323$27.81M0.7%+33.4%0.031%
11/16/2023Morgan Stanley31,114,704$2.17B0.2%-6.4%2.418%
11/16/2023Essex Financial Services Inc.32,786$2.29M0.3%-9.3%0.003%
11/16/2023Front Row Advisors LLC355$25K0.0%-41.0%0.000%
11/16/2023Penserra Capital Management LLC7,193$0.50M0.0%-13.4%0.001%
11/15/2023Stonebridge Capital Advisors LLC107,157$7.48M0.8%-3.7%0.008%
11/15/2023Integrated Wealth Concepts LLC41,277$2.88M0.1%-7.3%0.003%
11/15/2023J.P. Marvel Investment Advisors LLC56,224$3.93M0.8%-5.3%0.004%
11/15/2023Roanoke Asset Management Corp NY39,142$2.73M1.1%-3.0%0.003%
11/15/2023Townsquare Capital LLC107,863$7.53M0.1%+0.6%0.008%
11/15/2023Hamilton Capital LLC5,327$0.37M0.0%+55.4%0.000%
11/15/2023Mercer Global Advisors Inc. ADV143,794$10.04M0.0%-21.3%0.011%
11/15/2023Toroso Investments LLC97,563$6.81M0.2%+6.9%0.008%
11/15/2023iA Global Asset Management Inc.170,749$11.92M0.2%-71.7%0.013%
11/15/2023The Manufacturers Life Insurance Company 1,094,401$76.41M0.0%+18.5%0.085%
11/15/2023Brick & Kyle Associates74,053$5.17M2.7%+1.0%0.006%
11/15/2023Dana Investment Advisors Inc.168,410$11.76M0.6%+2.2%0.013%
11/15/2023Crestwood Advisors Group LLC29,556$2.06M0.1%+247.8%0.002%
11/15/2023GSA Capital Partners LLP17,747$1.24M0.1%N/A0.001%
11/15/2023KB Financial Partners LLC1,432$100K0.0%-78.9%0.000%
11/15/2023Alethea Capital Management LLC3,300$0.23M0.3%-69.7%0.000%
11/15/2023Cito Capital Group LLC24,742$1.73M0.8%-5.7%0.002%
11/15/2023Royal Bank of Canada14,136,920$987.04M0.3%+2.2%1.099%
11/15/2023Royal London Asset Management Ltd.493,110$34.44M0.1%+3.2%0.038%
11/15/2023Schroder Investment Management Group373,385$26.07M0.0%-23.1%0.029%
11/15/2023Scotia Capital Inc.457,829$31.97M0.2%-0.4%0.036%
11/15/2023Sei Investments Co.963,021$67.24M0.1%+4.7%0.075%
11/15/2023JT Stratford LLC39,919$2.79M0.7%+41.1%0.003%
11/15/2023KPP Advisory Services LLC9,200$0.64M0.2%N/A0.001%
11/15/2023Kepos Capital LP75,000$5.24M0.9%-62.5%0.006%
11/15/2023Key Client Fiduciary Advisors LLC6,192$0.43M0.3%+16.0%0.000%
11/15/2023Lake Street Advisors Group LLC13,048$0.91M0.1%+2.4%0.001%
11/15/2023Lowe Brockenbrough & Co. Inc.111,941$7.82M0.6%-1.4%0.009%
11/15/2023Laurel Wealth Advisors LLC533$37K0.0%-27.3%0.000%
11/15/2023Legacy Advisors LLC47,493$3.32M0.5%-2.1%0.004%
11/15/2023Legal & General Group Plc9,601,953$670.41M0.2%-3.0%0.746%
11/15/2023Lido Advisors LLC58,473$4.08M0.0%-0.7%0.005%
11/15/2023Edgar Lomax Co. VA591,699$41.31M2.8%-1.6%0.046%
11/15/2023ELCO Management Co. LLC8,114$0.57M0.4%-3.5%0.001%
11/15/2023Element Capital Management LLC105,840$7.39M0.7%-37.3%0.008%
11/15/2023Evergreen Capital Management LLC180,119$12.58M0.6%-1.8%0.014%
11/15/2023Adage Capital Partners GP L.L.C.1,461,505$102.04M0.2%+14.4%0.114%
11/15/2023Alps Advisors Inc.21,174$1.48M0.0%+325.1%0.002%
11/15/2023Altrinsic Global Advisors LLC228,147$15.93M0.6%-5.1%0.018%
11/15/2023Ameriprise Financial Inc.6,303,199$440.63M0.1%-28.2%0.490%
11/15/2023Axxcess Wealth Management LLC20,552$1.44M0.0%+150.1%0.002%
11/15/2023Advisors Asset Management Inc.119,438$8.34M0.2%-10.8%0.009%
11/15/2023Alberta Investment Management Corp39,000$2.72M0.0%-57.7%0.003%
11/15/2023Shelton Capital Management61,712$4.31M0.2%-0.3%0.005%
11/15/2023Glenmede Trust Co. NA692,538$48.35M0.3%-2.5%0.054%
11/15/2023Truist Financial Corp2,591,148$180.91M0.3%-2.9%0.201%
11/15/2023Becker Capital Management Inc.211,493$14.77M0.6%-5.1%0.016%
11/15/2023RiverGlades Family Offices LLC6,200$0.43M0.4%-6.1%0.000%
11/15/2023AQR Capital Management LLC4,400,130$307.17M0.6%-11.2%0.342%
11/15/2023Stansberry Asset Management LLC264,117$18.44M3.2%+2.6%0.021%
11/15/2023Insigneo Advisory Services LLC8,993$0.63M0.1%+17.9%0.001%
11/14/2023New England Asset Management Inc.83,400$5.82M1.0%-6.8%0.006%
11/14/2023Kidder Stephen W37,322$2.61M0.9%-21.9%0.003%
11/14/2023Lazard Asset Management LLC4,329,348$302.27M0.4%+8.4%0.336%
11/14/2023Logan Capital Management Inc.20,661$1.44M0.1%+10.6%0.002%
(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, 2,621 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were Vanguard Group Inc. ($11.06B), BlackRock Inc. ($6.48B), State Street Corp ($3.86B), Morgan Stanley ($2.17B), Capital World Investors ($2.11B), FMR LLC ($1.92B), and Geode Capital Management LLC ($1.61B).Learn more on CVS's institutional investors.

What percentage of CVS Health stock is owned by institutional investors?

75.99% 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 2,295 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 ($28.35M), Moneta Group Investment Advisors LLC ($15.54M), FMR LLC ($9.43M), Capital World Investors ($8.53M), Capital Research Global Investors ($8.23M), Renaissance Technologies LLC ($5.19M), and State Street Corp ($4.87M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 261,262,715 shares in the last 24 months. This purchase volume represents approximately $22.96B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,944 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 ($8.63M), Caisse DE Depot ET Placement DU Quebec ($7.56M), Ameriprise Financial Inc. ($5.30M), Wellington Management Group LLP ($4.37M), and Deutsche Bank AG ($4.30M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 207,542,233 shares in the last 24 months. This volume of shares sold represents approximately $17.01B in transactions.


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This page (NYSE:CVS) was last updated on 12/3/2023 by MarketBeat.com Staff

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