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CVS Health (CVS) Institutional Ownership

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$95.67 -0.03 (-0.03%)
Closing price 08/10/2026 03:58 PM Eastern
Extended Trading
$95.88 +0.21 (+0.22%)
As of 04:38 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)
$27.18B
Number of
Institutional Sellers
(last 12 months)
927
Total
Institutional Outflows
(last 12 months)
$5.97B
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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
8/11/2026Frazier Financial Advisors LLC1,391$144K0.1%N/A0.000%
8/11/2026Edmond DE Rothschild Holding S.A.288,689$29.87M0.4%N/A0.023%
8/11/2026United Bank21,751$2.25M0.7%N/A0.002%
8/11/2026Madison Asset Management LLC48,550$5.02M0.1%N/A0.004%
8/10/2026Csenge Advisory Group2,414$250K0.0%N/A0.000%
8/10/2026AssuredPartners Investment Advisors LLC5,401$559K0.1%N/A0.000%
8/10/2026Johnson Financial Group Inc.1,594$165K0.0%N/A0.000%
8/10/2026Tocqueville Asset Management L.P.301,191$31.16M0.4%N/A0.024%
8/10/2026Addison Advisors LLC397$41K0.0%N/A0.000%
8/10/2026Mmbg Investment Advisors CO.6,975$722K0.1%N/A0.001%
8/10/2026West Family Investments Inc.22,696$176K0.1%N/A0.002%
8/10/2026NewEdge Wealth LLC20,936$2.17M0.0%N/A0.002%
8/10/2026Empirical Asset Management LLC5,473$566K0.1%N/A0.000%
8/10/2026Great Lakes Advisors LLC98,261$10.17M0.1%N/A0.008%
8/10/2026Compass Wealth Management LLC3,834$397K0.1%N/A0.000%
8/10/2026Danske Bank A S890,499$92.12M0.2%N/A0.070%
8/10/2026Diversify Advisory Services LLC33,706$3.61M0.1%N/A0.003%
8/10/2026Gables Capital Management Inc.500$52K0.0%N/A0.000%
8/8/2026 Wealthfront Advisers LLC190,044$19.66M0.0%N/A0.015%
8/8/2026 Foster & Motley Inc.17,720$1.83M0.1%N/A0.001%
8/8/2026 Main Street Financial Solutions LLC3,890$402K0.0%+23.9%0.000%
8/8/2026 Alamar Capital Management LLC3,784$391K0.2%N/A0.000%
8/8/2026 Amara Financial LLC.2,295$237K0.1%N/A0.000%
8/8/2026 Aljian Capital Management LLC13,176$1.36M0.3%N/A0.001%
8/8/2026 Meeder Advisory Services Inc.24,886$2.57M0.1%N/A0.002%
8/8/2026 Meeder Asset Management Inc.55,105$5.70M0.3%N/A0.004%
8/8/2026 Tiemann Investment Advisors LLC2,520$261K0.1%N/A0.000%
8/7/2026 Pzena Investment Management LLC11,769,536$1.22B3.6%N/A0.922%
8/7/2026 Citizens Financial Group Inc. RI30,253$3.13M0.0%N/A0.002%
8/7/2026 Tortoise Investment Management LLC2,451$254K0.0%N/A0.000%
8/7/2026 Focused Alpha LLC12,923$1.34M0.3%N/A0.001%
8/7/2026 MidFirst Bank667$69K0.0%N/A0.000%
8/7/2026 BlackRock Inc.123,223,409$12.75B0.2%N/A9.658%
8/7/2026 Occidental Asset Management LLC2,524$261K0.0%N/A0.000%
8/7/2026 Dunhill Financial LLC307$32K0.0%N/A0.000%
8/7/2026 Pallas Capital Advisors LLC15,805$1.64M0.1%N/A0.001%
8/7/2026 Deutsche Bank AG4,510,716$466.63M0.1%N/A0.354%
8/7/2026 Perigon Wealth Management LLC34,184$3.54M0.1%N/A0.003%
8/7/2026 Commerzbank Aktiengesellschaft FI79,378$8.21M0.2%N/A0.006%
8/7/2026 Trust Co. of Vermont28,800$2.98M0.1%N/A0.002%
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8/7/2026 Principle Wealth Partners LLC20,714$2.14M0.1%N/A0.002%
8/7/2026 UP Strategic Wealth Investment Advisors LLC2,452$243K0.1%N/A0.000%
8/7/2026 Focused Wealth Management Inc1,999$207K0.0%N/A0.000%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.3,118,927$322.65M0.2%N/A0.244%
8/7/2026 Beverly Hills Private Wealth LLC3,388$351K0.1%N/A0.000%
8/7/2026 OneDigital Investment Advisors LLC159,641$16.52M0.1%N/A0.013%
8/7/2026 Plato Investment Management Ltd51,917$5.34M0.3%N/A0.004%
8/7/2026 Bell Investment Advisors Inc426$44K0.0%N/A0.000%
8/7/2026 AMG National Trust Bank56,464$5.84M0.1%N/A0.004%
8/7/2026 Simplicity Wealth LLC38,054$3.94M0.1%N/A0.003%
8/7/2026 Wealth Effects LLC6,417$664K0.2%N/A0.001%
8/7/2026 Chase Investment Counsel Corp4,680$484K0.1%N/A0.000%
8/7/2026 HBK Sorce Advisory LLC22,836$2.26M0.0%N/A0.002%
8/6/2026 German American Bancorp Inc.4,048$419K0.0%N/A0.000%
8/6/2026 Nippon Life Global Investors Americas Inc.347,480$35.95M1.4%N/A0.027%
8/6/2026 J.Safra Asset Management Corp294$30K0.0%N/A0.000%
8/6/2026 Flputnam Investment Management Co.33,778$3.49M0.0%N/A0.003%
8/6/2026 Global Retirement Partners LLC27,309$2.83M0.0%N/A0.002%
8/6/2026 1ST Source Bank12,061$1.25M0.1%N/A0.001%
8/6/2026 Fielder Capital Group LLC5,972$618K0.1%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC8,159$844K0.2%N/A0.001%
8/6/2026 Bank of New York Mellon Corp9,013,571$932.45M0.2%N/A0.706%
8/6/2026 Focus Partners Advisor Solutions LLC6,242$646K0.0%N/A0.000%
8/6/2026 State of Wyoming2,481$257K0.0%N/A0.000%
8/6/2026 Sutton Place Investors LLC2,736$283K0.1%N/A0.000%
8/6/2026 Orca Investment Management LLC34,836$3.60M2.6%N/A0.003%
8/6/2026 Avalon Trust Co2,490$258K0.0%N/A0.000%
8/6/2026 Pacific Sage Partners LLC1,951$202K0.0%N/A0.000%
8/6/2026 Family Legacy Inc.9,377$970K0.3%N/A0.001%
8/6/2026 Clearstead Trust LLC734$76K0.0%N/A0.000%
8/5/2026 Bridgewater Advisors Inc.4,455$469K0.0%N/A0.000%
8/5/2026 Bank Hapoalim BM5,005$518K0.0%N/A0.000%
8/5/2026USA Financial Formulas1,527$110K0.0%+1,717.9%0.000%
8/3/2026 Everett Harris & Co. CA8,693$899K0.0%N/A0.001%
8/3/2026 Summit Global Investments3,452$357K0.0%N/A0.000%
8/3/2026 Oppenheimer Asset Management Inc.479,674$49.62M0.5%N/A0.038%
8/3/2026 Bryn Mawr Trust Advisors LLC4,778$494K0.0%N/A0.000%
8/3/2026 Plan Group Financial LLC4,165$431K0.1%N/A0.000%
8/3/2026 Laraway Financial Advisors Inc2,456$254K0.2%N/A0.000%
8/3/2026 Northstar Group Inc.9,910$1.03M0.1%N/A0.001%
7/14/2026 Trust Asset Management LLC14,171$1.47M0.1%+1.1%0.001%
7/12/2026 Walker Asset Management LLC2,000$207K0.1%N/A0.000%
7/10/2026 Regent Peak Wealth Advisors LLC2,446$253K0.0%N/A0.000%
7/10/2026 Wedge Capital Management L L P NC301,882$31.23M0.5%-16.2%0.024%
7/10/2026 Investors Research Corp13,760$1.42M0.3%-30.4%0.001%
7/10/2026 Annex Advisory Services LLC6,867$710K0.0%+5.7%0.001%
7/10/2026 Butensky & Cohen Financial Security Inc.58,820$6.09M1.5%-1.2%0.005%
7/10/2026 Tema ETFs LLC22,903$2.37M0.1%+10.5%0.002%
7/10/2026 West Branch Capital LLC756$78K0.0%+28.1%0.000%
7/10/2026 Yoffe Investment Management LLC2,057$213K0.2%N/A0.000%
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7/10/2026 Generali Investments Management Co LLC9,330$965K0.2%+35.6%0.001%
7/10/2026 E. Ohman J or Asset Management AB30,455$3.15M0.1%-30.2%0.002%
7/10/2026 Handelsbanken Fonder AB1,089,694$112.73M0.3%+83.6%0.085%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,486$464K0.1%-2.4%0.000%
7/10/2026 Alliance Private Wealth LLC11,263$1.17M0.4%-3.9%0.001%
7/10/2026 Fulton Bank N.A.20,807$2.15M0.1%-3.1%0.002%
7/10/2026 Wealthcare Advisory Partners LLC8,632$893K0.0%-11.7%0.001%
7/9/2026 Harrell Investment Partners LLC9,542$987K0.2%-8.1%0.001%
7/9/2026 Revolve Wealth Partners LLC7,093$734K0.1%+127.3%0.001%
7/9/2026 Key Client Fiduciary Advisors LLC8,454$875K0.3%+3.5%0.001%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,190 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), Capital World Investors ($5.37B), Dodge & Cox ($4.96B), State Street Corp ($4.78B), Geode Capital Management LLC ($2.29B), and Capital International Investors ($2.19B).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 1,751 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), Pzena Investment Management LLC ($18.44M), Wellington Management Group LLP ($17.47M), Capital World Investors ($14.24M), Davis Selected Advisers ($12.58M), and Dodge & Cox ($10.43M).

Institutional investors have bought a total of 302,058,271 shares in the last 24 months. This purchase volume represents approximately $27.18B in transactions.

Of the 922 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 ($10.95M), Marshall Wace LLP ($5.64M), Holocene Advisors LP ($4.26M), Franklin Resources Inc. ($3.94M), Glenview Capital Management LLC ($3.75M), Pzena Investment Management LLC ($2.97M), and Hotchkis & Wiley Capital Management LLC ($2.66M).

Institutional investors have sold a total of 79,127,292 shares in the last 24 months. This volume of shares sold represents approximately $5.97B in transactions.


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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 8/11/2026. New 13F filings are added each quarter as they're published.
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