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CVS Health (CVS) Institutional Ownership

CVS Health logo
$90.94 -2.32 (-2.49%)
As of 05/26/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
80.66%
Number of
Institutional Buyers
(last 12 months)
1217
Total
Institutional Inflows
(last 12 months)
$11.73B
Number of
Institutional Sellers
(last 12 months)
1005
Total
Institutional Outflows
(last 12 months)
$6.74B
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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
5/26/2026Summit Financial Wealth Advisors LLC7,487$538K0.1%-11.3%0.001%
5/22/2026 Groupama Asset Managment12,083$868K0.0%-15.7%0.001%
5/21/2026 Essential Partners LLC1,427$102K0.0%-62.0%0.000%
5/20/2026 Hobbs Group Advisors LLC4,986$358K0.1%-8.3%0.000%
5/19/2026 Western Wealth Management LLC3,513$252K0.0%-6.1%0.000%
5/19/2026 McIlrath & Eck LLC3,584$257K0.0%-4.9%0.000%
5/19/2026 Royal Fund Management LLC88,301$6.34M0.6%+30.2%0.007%
5/19/2026 Bank of America Corp DE9,351,969$671.66M0.0%-0.7%0.733%
5/19/2026 Twin Lakes Capital Management LLC12,405$891K0.3%-27.8%0.001%
5/19/2026 Edgestream Partners L.P.9,142$657K0.0%N/A0.001%
5/19/2026 Kentucky Retirement Systems98,269$7.03M0.2%+25.0%0.008%
5/19/2026 Janus Henderson Group PLC3,536,861$254.02M0.1%-2.2%0.277%
5/19/2026 Bull Harbor Capital LLC4,806$345K0.1%N/A0.000%
5/19/2026 Strategic Investment Advisors MI9,741$700K0.0%+9.6%0.001%
5/19/2026 South Dakota Investment Council188,951$13.57M0.3%-0.4%0.015%
5/19/2026 IFS Group LLC8,982$645K0.6%N/A0.001%
5/19/2026 Strategic Planning Inc.146,342$10.51M5.3%+1.2%0.011%
5/18/2026 Guardian Partners Inc.4,476$322K0.0%-14.3%0.000%
5/18/2026 Amundi7,370,938$529.38M0.1%+26.5%0.578%
5/18/2026 EverSource Wealth Advisors LLC21,506$1.55M0.0%+34.3%0.002%
5/18/2026 Empire Financial Management Company LLC7,648$549K0.1%+5.9%0.001%
5/18/2026 California State Teachers Retirement System1,889,024$135.67M0.1%-2.1%0.148%
5/18/2026 Resources Management Corp CT ADV32,388$2.33M0.3%-4.6%0.003%
5/18/2026 Rock Springs Capital Management LP40,000$2.87M0.2%N/A0.003%
5/18/2026 Empowered Funds LLC132,776$9.54M0.1%-17.8%0.010%
5/16/2026 The Manufacturers Life Insurance Company 1,217,244$87.42M0.1%+0.7%0.095%
5/16/2026 KCM Investment Advisors LLC28,061$2.02M0.1%+30.1%0.002%
5/16/2026 Glen Eagle Advisors LLC3,694$265K0.0%-3.7%0.000%
5/16/2026 Maverick Capital Ltd.9,472$680K0.0%N/A0.001%
5/16/2026 Quantinno Capital Management LP1,393,802$100.10M0.2%+49.4%0.109%
5/16/2026 SummitTX Capital L.P.9,123$655K0.0%N/A0.001%
5/16/2026 Lazard Asset Management LLC251,938$18.09M0.0%-6.3%0.020%
5/15/2026 Gateway Wealth Partners LLC7,363$529K0.0%N/A0.001%
5/15/2026 Wealth Watch Advisors INC5,225$375K0.2%-16.9%0.000%
5/15/2026 OMERS ADMINISTRATION Corp59,171$4.25M0.0%+29.3%0.005%
5/15/2026 44 Wealth Management LLC32,817$2.36M0.8%-0.9%0.003%
5/15/2026 Bradley Foster & Sargent Inc. CT28,892$2.08M0.0%-2.6%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA49,559$3.56M0.1%-6.8%0.004%
5/15/2026 Vawter Financial Ltd.3,000$215K0.1%N/A0.000%
5/15/2026 Matrix Private Capital Group LLC3,897$280K0.1%N/A0.000%
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5/15/2026 Waverly Advisors LLC83,970$6.03M0.0%+3.8%0.007%
5/15/2026 Wealth Alliance LLC7,184$516K0.1%-2.7%0.001%
5/15/2026 Vivaldi Capital Management LP91,700$6.59M0.9%-7.8%0.007%
5/15/2026 Epoch Investment Partners Inc.2,039,191$146.46M0.9%-2.7%0.160%
5/15/2026 Entropy Technologies LP28,146$2.02M0.1%N/A0.002%
5/15/2026 SRB Corp506,016$36.34M2.2%-4.0%0.040%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund79,908$5.74M0.0%+59.2%0.006%
5/14/2026 Dai ichi Life Insurance Company Ltd38,989$2.80M0.1%-14.0%0.003%
5/14/2026 Renaissance Technologies LLC263,153$18.90M0.0%N/A0.021%
5/14/2026 Bollard Group LLC17,653$1.27M0.0%+0.9%0.001%
5/14/2026 Gabelli Funds LLC259,700$18.65M0.1%+1.2%0.020%
5/14/2026 Gamco Investors INC. ET AL93,220$6.70M0.1%-17.3%0.007%
5/14/2026 Hilltop Holdings Inc.7,949$571K0.1%-54.7%0.001%
5/14/2026 Morningstar Investment Management LLC3,450$248K0.0%-6.5%0.000%
5/14/2026 GC Wealth Management RIA LLC9,621$691K0.0%-8.4%0.001%
5/14/2026 Public Employees Retirement System of Ohio535,790$38.48M0.1%+0.1%0.042%
5/14/2026 Compound Planning Inc.33,080$2.38M0.1%-2.5%0.003%
5/14/2026 Klingman & Associates LLC3,676$264K0.0%-9.5%0.000%
5/14/2026 Modern Wealth Management LLC5,030$365K0.0%+5.5%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership6,219,756$446.70M0.2%+44.0%0.487%
5/14/2026 Cloverfields Capital Group LP61,769$4.44M1.4%-1.3%0.005%
5/14/2026 Bank of Nova Scotia632,518$45.43M0.1%-48.2%0.050%
5/14/2026 Dickmeyer Boyce Financial Management Inc.5,172$371K0.2%N/A0.000%
5/14/2026 Gibbs Wealth Management30,430$2.19M0.3%+110.0%0.002%
5/14/2026 Sei Investments Co.1,383,147$99.34M0.1%+32.1%0.108%
5/14/2026 Keynote Financial Services LLC28,624$2.06M1.1%-2.2%0.002%
5/14/2026 Alamar Capital Management LLC3,784$272K0.2%N/A0.000%
5/14/2026 State of Wyoming12,397$890K0.1%-2.5%0.001%
5/13/2026 Cetera Investment Advisers460,310$33.06M0.0%-5.2%0.036%
5/13/2026 Measured Wealth Private Client Group LLC1,861$134K0.0%-85.6%0.000%
5/13/2026 NewEdge Wealth LLC14,603$1.05M0.0%-41.8%0.001%
5/13/2026 Arvest Bank Trust Division66,945$4.81M0.3%+2,401.7%0.005%
5/13/2026 Petra Financial Advisors Inc.3,765$270K0.2%-11.2%0.000%
5/13/2026 Daner Wealth Management LLC2,696$194K0.1%N/A0.000%
5/13/2026 First Citizens Bank & Trust Co.38,038$2.73M0.0%+6.3%0.003%
5/13/2026 CI Investments Inc.106,462$7.65M0.0%+10.1%0.008%
5/13/2026 First Trust Advisors LP2,344,647$168.39M0.1%+4.2%0.184%
5/12/2026 Westpac Banking Corp10,777$774K0.1%-14.3%0.001%
5/12/2026 ABN Amro Investment Solutions62,245$4.47M0.1%+4.5%0.005%
5/8/2026 PNC Financial Services Group Inc.588,829$42.29M0.0%+0.6%0.046%
5/8/2026 Oslo Pensjonsforsikring AS447,471$32.14M5.0%N/A0.035%
5/8/2026 Andra AP fonden89,487$6.43M0.1%-76.2%0.007%
5/8/2026 Glenview Trust Co7,703$553K0.0%-8.1%0.001%
5/8/2026 Summit Global Investments5,021$361K0.0%-10.9%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC1,929$139K0.0%N/A0.000%
5/8/2026 Cutler Investment Counsel LLC149,514$10.74M1.1%-1.4%0.012%
5/8/2026 Johnson Financial Group Inc.1,624$117K0.0%-11.0%0.000%
5/8/2026 Convergence Investment Partners LLC12,026$864K0.1%-53.9%0.001%
5/8/2026 Commerzbank Aktiengesellschaft FI102,099$7.33M0.2%+87.5%0.008%
5/7/2026 Beta Wealth Group Inc.5,828$419K0.2%+3.6%0.000%
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5/7/2026 AlTi Global Inc.3,528$253K0.0%+4.7%0.000%
5/7/2026 Earned Wealth Advisors LLC4,878$350K0.0%+3.6%0.000%
5/7/2026 Carson Advisory Inc.5,367$385K0.2%+8.1%0.000%
5/7/2026 Meeder Asset Management Inc.65,603$4.71M0.3%+16.5%0.005%
5/7/2026 Meeder Advisory Services Inc.22,249$1.60M0.1%+4.4%0.002%
5/7/2026 Dimensional Fund Advisors LP7,197,464$516.80M0.1%+3.0%0.562%
5/7/2026 Parallel Advisors LLC12,478$896K0.0%+7.5%0.001%
5/7/2026 KBC Group NV950,953$68.30M0.2%+40.5%0.074%
5/7/2026 Koss Olinger Consulting LLC5,537$398K0.0%-4.7%0.000%
5/7/2026 SEB Asset Management AB872,126$62.64M0.3%N/A0.068%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,253 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were 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), Capital International Investors ($2.19B), and Invesco Ltd. ($1.91B).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 1,780 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 ($59.40M), Wellington Management Group LLP ($17.47M), Capital World Investors ($14.24M), Pzena Investment Management LLC ($14.06M), Davis Selected Advisers ($12.77M), Dodge & Cox ($10.43M), and Invesco Ltd. ($10.43M).

Institutional investors have bought a total of 157,025,314 shares in the last 24 months. This purchase volume represents approximately $11.73B in transactions.

Of the 1,005 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), Pzena Investment Management LLC ($3.91M), Assenagon Asset Management S.A. ($3.88M), and Glenview Capital Management LLC ($3.75M).

Institutional investors have sold a total of 90,390,769 shares in the last 24 months. This volume of shares sold represents approximately $6.74B in transactions.


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This page (NYSE:CVS) was last updated on 5/27/2026 by MarketBeat.com Staff.
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