Go Pro
→ Three companies about to leapfrog Nvidia [And transform the entire industry] (From Eagle Publishing) (Ad)tc pixel Free CVS Stock Alerts

CVS Health (CVS) Institutional Ownership

CVS Health logo
$102.13 -2.59 (-2.47%)
Closing price 03:59 PM Eastern
Extended Trading
$102.21 +0.08 (+0.08%)
As of 07:59 PM 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.
Compare

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

Current
Institutional Ownership
Percentage
80.66%
Number of
Institutional Buyers
(last 12 months)
1221
Total
Institutional Inflows
(last 12 months)
$11.99B
Number of
Institutional Sellers
(last 12 months)
1007
Total
Institutional Outflows
(last 12 months)
$6.71B
Get CVS Insider Trade Alerts

Want to know when executives and insiders are buying or selling CVS Health stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CVS Institutional Buying and Selling by Quarter

CVS Health Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/6/2026Meadowbrook Wealth Management LLC2,775$291K0.3%-36.6%0.000%
7/6/2026Boltwood Capital Management9,407$973K0.2%+7.1%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB4,135$428K0.0%+8.7%0.000%
7/2/2026 Versant Capital Management Inc9,645$998K0.1%-12.0%0.001%
7/2/2026 CX Institutional100,656$10.41M0.3%-0.8%0.008%
7/2/2026 First County Bank CT 2,436$252K0.1%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC2,867$206K0.0%-3.5%0.000%
6/24/2026Redwood Investment Management LLC10,212$733K0.1%+6.5%0.001%
6/22/2026Sapient Capital LLC2,836$204K0.0%N/A0.000%
6/18/2026Western Wealth Management LLC3,513$252K0.0%-6.1%0.000%
6/18/2026Pacer Advisors Inc.4,845,221$347.98M0.5%+1,020.7%0.380%
6/8/2026Pine Valley Investments Ltd Liability Co18,820$1.35M0.1%+4.2%0.001%
6/8/2026Farmers National Bank47,941$3.44M0.8%-2.0%0.004%
6/3/2026DV Trading LLC3,000$215K0.0%+213.2%0.000%
6/3/2026Parallel Advisors LLC12,478$896K0.0%+7.5%0.001%
6/3/2026NewEdge Advisors LLC130,922$9.40M0.0%+21.6%0.010%
6/1/2026First Nebraska Trust Co6,796$488K0.0%N/A0.001%
6/1/2026Keel Point LLC3,000$215K0.0%-31.7%0.000%
5/29/2026Asset Dedication LLC1,397$100K0.0%-18.6%0.000%
5/28/2026Cozad Asset Management Inc.34,791$2.50M0.2%+272.5%0.003%
5/26/2026Summit Financial Wealth Advisors LLC7,487$538K0.1%-11.3%0.001%
5/22/2026Groupama Asset Managment12,083$868K0.0%-15.7%0.001%
5/21/2026Essential Partners LLC1,427$102K0.0%-62.0%0.000%
5/20/2026Hobbs Group Advisors LLC4,986$358K0.1%-8.3%0.000%
5/19/2026Western Wealth Management LLC3,513$252K0.0%-6.1%0.000%
5/19/2026McIlrath & Eck LLC3,584$257K0.0%-4.9%0.000%
5/19/2026Royal Fund Management LLC88,301$6.34M0.6%+30.2%0.007%
5/19/2026Bank of America Corp DE9,351,969$671.66M0.0%-0.7%0.733%
5/19/2026Twin Lakes Capital Management LLC12,405$891K0.3%-27.8%0.001%
5/19/2026Edgestream Partners L.P.9,142$657K0.0%N/A0.001%
5/19/2026Kentucky Retirement Systems98,269$7.03M0.2%+25.0%0.008%
5/19/2026Janus Henderson Group PLC3,536,861$254.02M0.1%-2.2%0.277%
5/19/2026Bull Harbor Capital LLC4,806$345K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI9,741$700K0.0%+9.6%0.001%
5/19/2026South Dakota Investment Council188,951$13.57M0.3%-0.4%0.015%
5/19/2026IFS Group LLC8,982$645K0.6%N/A0.001%
5/19/2026Strategic Planning Inc.146,342$10.51M5.3%+1.2%0.011%
5/18/2026Guardian Partners Inc.4,476$322K0.0%-14.3%0.000%
5/18/2026Amundi7,370,938$529.38M0.1%+26.5%0.578%
5/18/2026EverSource Wealth Advisors LLC21,506$1.55M0.0%+34.3%0.002%
Amazon, Google, Meta, and Microsoft just committed $700 billion (Ad)

Amazon, Google, Meta, and Microsoft have committed $700 billion to AI infrastructure in 2026 alone - more than the entire dot-com buildout combined. When Zuckerberg told investors 'we want to make sure we're not underinvesting,' veteran Wall Street analyst Chris Rowe says that wasn't a growth pitch - it was fear. That money flows downstream through chipmakers, network builders, and small data infrastructure companies most investors have never heard of. Rowe spent 30 years tracking institutional money before it moves, and he says this spending won't stop regardless of market conditions - none of these four can afford to be the one who blinked.tc pixel

See Chris Rowe's full breakdown of where this money is headed
5/18/2026Empire Financial Management Company LLC7,648$549K0.1%+5.9%0.001%
5/18/2026California State Teachers Retirement System1,889,024$135.67M0.1%-2.1%0.148%
5/18/2026Resources Management Corp CT ADV32,388$2.33M0.3%-4.6%0.003%
5/18/2026Rock Springs Capital Management LP40,000$2.87M0.2%N/A0.003%
5/18/2026Empowered Funds LLC132,776$9.54M0.1%-17.8%0.010%
5/16/2026The Manufacturers Life Insurance Company 1,217,244$87.42M0.1%+0.7%0.095%
5/16/2026KCM Investment Advisors LLC28,061$2.02M0.1%+30.1%0.002%
5/16/2026Glen Eagle Advisors LLC3,694$265K0.0%-3.7%0.000%
5/16/2026Maverick Capital Ltd.9,472$680K0.0%N/A0.001%
5/16/2026Quantinno Capital Management LP1,393,802$100.10M0.2%+49.4%0.109%
5/16/2026SummitTX Capital L.P.9,123$655K0.0%N/A0.001%
5/16/2026Lazard Asset Management LLC251,938$18.09M0.0%-6.3%0.020%
5/15/2026Gateway Wealth Partners LLC7,363$529K0.0%N/A0.001%
5/15/2026Wealth Watch Advisors INC5,225$375K0.2%-16.9%0.000%
5/15/2026OMERS ADMINISTRATION Corp59,171$4.25M0.0%+29.3%0.005%
5/15/202644 Wealth Management LLC32,817$2.36M0.8%-0.9%0.003%
5/15/2026Bradley Foster & Sargent Inc. CT28,892$2.08M0.0%-2.6%0.002%
5/15/2026Lombard Odier Asset Management Switzerland SA49,559$3.56M0.1%-6.8%0.004%
5/15/2026Vawter Financial Ltd.3,000$215K0.1%N/A0.000%
5/15/2026Matrix Private Capital Group LLC3,897$280K0.1%N/A0.000%
5/15/2026Waverly Advisors LLC83,970$6.03M0.0%+3.8%0.007%
5/15/2026Wealth Alliance LLC7,184$516K0.1%-2.7%0.001%
5/15/2026Vivaldi Capital Management LP91,700$6.59M0.9%-7.8%0.007%
5/15/2026Epoch Investment Partners Inc.2,039,191$146.46M0.9%-2.7%0.160%
5/15/2026Entropy Technologies LP28,146$2.02M0.1%N/A0.002%
5/15/2026SRB Corp506,016$36.34M2.2%-4.0%0.040%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund79,908$5.74M0.0%+59.2%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd38,989$2.80M0.1%-14.0%0.003%
5/14/2026Renaissance Technologies LLC263,153$18.90M0.0%N/A0.021%
5/14/2026Bollard Group LLC17,653$1.27M0.0%+0.9%0.001%
5/14/2026Gabelli Funds LLC259,700$18.65M0.1%+1.2%0.020%
5/14/2026Gamco Investors INC. ET AL93,220$6.70M0.1%-17.3%0.007%
5/14/2026Hilltop Holdings Inc.7,949$571K0.1%-54.7%0.001%
5/14/2026Morningstar Investment Management LLC3,450$248K0.0%-6.5%0.000%
5/14/2026GC Wealth Management RIA LLC9,621$691K0.0%-8.4%0.001%
5/14/2026Public Employees Retirement System of Ohio535,790$38.48M0.1%+0.1%0.042%
5/14/2026Compound Planning Inc.33,080$2.38M0.1%-2.5%0.003%
5/14/2026Klingman & Associates LLC3,676$264K0.0%-9.5%0.000%
5/14/2026Modern Wealth Management LLC5,030$365K0.0%+5.5%0.000%
5/14/2026Arrowstreet Capital Limited Partnership6,219,756$446.70M0.2%+44.0%0.487%
5/14/2026Cloverfields Capital Group LP61,769$4.44M1.4%-1.3%0.005%
5/14/2026Bank of Nova Scotia632,518$45.43M0.1%-48.2%0.050%
5/14/2026Dickmeyer Boyce Financial Management Inc.5,172$371K0.2%N/A0.000%
5/14/2026Gibbs Wealth Management30,430$2.19M0.3%+110.0%0.002%
5/14/2026Sei Investments Co.1,383,147$99.34M0.1%+32.1%0.108%
5/14/2026Keynote Financial Services LLC28,624$2.06M1.1%-2.2%0.002%
5/14/2026Alamar Capital Management LLC3,784$272K0.2%N/A0.000%
5/14/2026State of Wyoming12,397$890K0.1%-2.5%0.001%
5/13/2026Cetera Investment Advisers460,310$33.06M0.0%-5.2%0.036%
5/13/2026Measured Wealth Private Client Group LLC1,861$134K0.0%-85.6%0.000%
Amazon, Google, Meta, and Microsoft just committed $700 billion (Ad)

Amazon, Google, Meta, and Microsoft have committed $700 billion to AI infrastructure in 2026 alone - more than the entire dot-com buildout combined. When Zuckerberg told investors 'we want to make sure we're not underinvesting,' veteran Wall Street analyst Chris Rowe says that wasn't a growth pitch - it was fear. That money flows downstream through chipmakers, network builders, and small data infrastructure companies most investors have never heard of. Rowe spent 30 years tracking institutional money before it moves, and he says this spending won't stop regardless of market conditions - none of these four can afford to be the one who blinked.tc pixel

See Chris Rowe's full breakdown of where this money is headed
5/13/2026NewEdge Wealth LLC14,603$1.05M0.0%-41.8%0.001%
5/13/2026Arvest Bank Trust Division66,945$4.81M0.3%+2,401.7%0.005%
5/13/2026Petra Financial Advisors Inc.3,765$270K0.2%-11.2%0.000%
5/13/2026Daner Wealth Management LLC2,696$194K0.1%N/A0.000%
5/13/2026First Citizens Bank & Trust Co.38,038$2.73M0.0%+6.3%0.003%
5/13/2026CI Investments Inc.106,462$7.65M0.0%+10.1%0.008%
5/13/2026First Trust Advisors LP2,344,647$168.39M0.1%+4.2%0.184%
5/12/2026Westpac Banking Corp10,777$774K0.1%-14.3%0.001%
5/12/2026ABN Amro Investment Solutions62,245$4.47M0.1%+4.5%0.005%
5/8/2026PNC Financial Services Group Inc.588,829$42.29M0.0%+0.6%0.046%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,252 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 1,779 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 160,603,195 shares in the last 24 months. This purchase volume represents approximately $11.99B in transactions.

Of the 1,007 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 89,924,912 shares in the last 24 months. This volume of shares sold represents approximately $6.71B in transactions.


Related Companies

This page (NYSE:CVS) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
Three companies about to leapfrog Nvidia [And transform the entire industry]
The government just committed $200 billion to building computer chips on American soil - one of the largest te...
Eagle Publishing | Sponsoredtc pixel
Amazon, Google, Meta, and Microsoft just committed $700 billion
Amazon, Google, Meta, and Microsoft have committed $700 billion this year alone to AI infrastructure - more th...
True Market Insiders | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
$2 an acre. They paid $412.
Government land listed at $2 an acre sold for $412 - 206 times asking price. Demand got so intense the feds do...
Behind the Markets | Sponsoredtc pixel