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CVS Health (CVS) Institutional Ownership

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$86.89 +6.20 (+7.68%)
Closing price 03:59 PM Eastern
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$86.88 -0.01 (-0.01%)
As of 07:30 PM Eastern
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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)
1277
Total
Institutional Inflows
(last 12 months)
$13.15B
Number of
Institutional Sellers
(last 12 months)
1061
Total
Institutional Outflows
(last 12 months)
$7.65B
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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
5/6/2026Simon Quick Advisors LLC2,847$204K0.0%N/A0.000%
5/6/2026Kera Capital Partners Inc.8,132$584K0.1%-9.3%0.001%
5/6/2026Cornerstone Planning Group LLC454$33K0.0%+117.2%0.000%
5/6/2026Gryphon Financial Partners LLC2,965$213K0.0%N/A0.000%
5/6/2026Modera Wealth Management LLC37,116$2.67M0.0%-5.0%0.003%
5/6/2026Forty three Eighteen Advisors LLC5,500$395K0.3%-31.3%0.000%
5/6/2026Assetmark Inc.728,295$52.31M0.1%-0.6%0.057%
5/6/2026Main Street Group LTD522$37K0.0%N/A0.000%
5/6/2026AXS Investments LLC2,650$190K0.1%-16.5%0.000%
5/6/2026Financiere des Professionnels Fonds d investissement inc.6,657$478K0.0%N/A0.001%
5/6/2026Bessemer Group Inc.35,994$2.59M0.0%+34.9%0.003%
5/6/2026 Allspring Global Investments Holdings LLC166,163$12.05M0.0%+3.3%0.013%
5/6/2026 Independent Financial Group LLC12,893$926K0.0%N/A0.001%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co20,725$1.49M0.1%-2.6%0.002%
5/5/2026 BCGM Wealth Management LLC29,541$2.12M0.5%+4.5%0.002%
5/5/2026 Wealthfront Advisers LLC181,517$13.04M0.0%-14.5%0.014%
5/5/2026 D.A. Davidson & CO.206,370$14.82M0.1%-3.8%0.016%
5/5/2026 Bank of New York Mellon Corp9,030,161$648.55M0.1%-0.9%0.705%
5/5/2026 Illinois Municipal Retirement Fund220,451$15.83M0.2%-6.6%0.017%
5/5/2026 Geneos Wealth Management Inc.10,828$778K0.0%+44.1%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.3,575$257K0.0%+1,091.7%0.000%
5/5/2026 MASTERINVEST Kapitalanlage GmbH16,211$1.16M0.1%+99.8%0.001%
5/5/2026 SouthState Bank Corp42,314$3.04M0.1%+0.4%0.003%
5/5/2026 Sanctuary Advisors LLC199,236$14.31M0.1%+14.3%0.016%
5/5/2026 Sigma Planning Corp15,028$1.08M0.0%+9.2%0.001%
5/5/2026 1ST Source Bank12,707$913K0.0%+6.9%0.001%
5/5/2026 Checchi Capital Advisers LLC8,136$584K0.0%+21.4%0.001%
5/5/2026 Nwam LLC3,101$223K0.0%N/A0.000%
5/5/2026 Fell Capital Management ADV3,900$280K0.3%-11.4%0.000%
5/5/2026 Avantax Planning Partners Inc.2,979$214K0.0%+10.9%0.000%
5/4/2026 ABC Arbitrage SA5,343$384K0.1%N/A0.000%
5/4/2026 Calamos Wealth Management LLC7,531$541K0.0%-11.6%0.001%
5/4/2026 Calamos Advisors LLC433,533$31.14M0.1%+2.1%0.034%
5/4/2026 AMG National Trust Bank115,537$8.30M0.2%+6.0%0.009%
5/4/2026 Legacy Capital Group California Inc.20,260$1.46M0.6%+37.4%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,690$983K0.0%+51.3%0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC5,003$359K0.0%+29.4%0.000%
5/4/2026 Bleakley Financial Group LLC40,421$2.90M0.0%+3.1%0.003%
5/4/2026 Principal Financial Group Inc.1,415,497$101.66M0.1%-0.5%0.110%
5/4/2026 Chicago Partners Investment Group LLC24,684$1.89M0.0%+4.6%0.002%
5/4/2026 Triglav Investments D.O.O.112,950$8.11M0.6%-2.6%0.009%
5/4/2026 J. Safra Sarasin Holding AG63,109$4.53M0.1%N/A0.005%
5/4/2026 Applied Finance Capital Management LLC157,481$11.31M0.8%+1.1%0.012%
5/4/2026 Lifeworks Advisors LLC5,739$412K0.1%N/A0.000%
5/4/2026 Teachers Retirement System of The State of Kentucky420,981$30.24M0.2%+327.0%0.033%
5/4/2026 Procyon Advisors LLC7,498$539K0.0%+73.0%0.001%
5/2/2026 Persium Advisors LLC9,514$683K0.5%+5.5%0.001%
5/2/2026 LGT Fund Management Co Ltd.50,850$3.65M0.2%N/A0.004%
5/2/2026 Global Assets Advisory LLC3,207$230K0.1%N/A0.000%
5/2/2026 Associated Banc Corp50,359$3.62M0.1%-4.1%0.004%
5/2/2026 United Bank17,879$1.28M0.4%N/A0.001%
5/2/2026 Diversify Wealth Management LLC31,362$2.25M0.0%+141.8%0.002%
5/2/2026 Carnegie Investment Counsel40,061$2.88M0.1%-17.7%0.003%
5/1/2026 Welch & Forbes LLC14,505$1.04M0.0%-15.7%0.001%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS296,352$21.28M0.1%+0.4%0.023%
5/1/2026 Cullinan Associates Inc.51,231$3.68M0.3%+8.1%0.004%
5/1/2026 Citizens Financial Group Inc. RI26,430$1.90M0.0%-12.0%0.002%
5/1/2026 Midwest Trust Co80,249$5.76M0.1%-2.4%0.006%
5/1/2026 Fifth Third Bancorp403,201$28.96M0.1%+175.6%0.031%
5/1/2026 Simplicity Wealth LLC6,116$439K0.0%+13.0%0.000%
5/1/2026 Conning Inc.4,771$343K0.0%-29.7%0.000%
5/1/2026 Sequoia Financial Advisors LLC54,113$3.89M0.0%-28.4%0.004%
5/1/2026 Independence Bank of Kentucky3,804$273K0.0%+14.5%0.000%
5/1/2026 Fulcrum Capital LLC3,837$276K0.1%-19.9%0.000%
4/30/2026 Whipplewood Advisors LLC554$40K0.0%+38.5%0.000%
4/30/2026 Summit Securities Group LLC1,009$72K0.0%-94.7%0.000%
4/30/2026 Elevated Capital Advisors LLC10,008$719K0.2%+6,039.9%0.001%
4/30/2026 First National Bank & Trust Co. of Newtown7,157$514K0.1%-23.0%0.001%
4/30/2026 Beacon Financial Group5,376$386K0.0%-3.4%0.000%
4/30/2026 Forza Wealth Management LLC10,769$773K0.3%+3.4%0.001%
4/30/2026 First Horizon Corp5,238$376K0.0%-8.9%0.000%
4/30/2026 Mosaic Family Wealth Partners LLC3,972$285K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC77,785$5.59M0.0%+9.2%0.006%
4/30/2026 Sumitomo Mitsui Trust Group Inc.2,799,884$201.09M0.1%-2.4%0.218%
4/30/2026 Resona Asset Management Co. Ltd.415,595$29.73M0.1%+1.6%0.032%
4/30/2026 Lipe & Dalton24,365$1.75M0.9%-8.6%0.002%
4/30/2026 Personal CFO Solutions LLC10,960$787K0.1%+2.1%0.001%
4/30/2026 CFS Investment Advisory Services LLC4,598$355K0.0%+11.7%0.000%
4/30/2026 First Interstate Bank3,238$233K0.0%-15.6%0.000%
4/30/2026 Oregon Public Employees Retirement Fund145,565$10.45M0.1%+0.1%0.011%
4/30/2026 Frank Rimerman Advisors LLC10,588$760K0.0%-27.3%0.001%
4/29/2026 Penobscot Investment Management Company Inc.3,061$220K0.0%-6.1%0.000%
4/29/2026 Childress Capital Advisors LLC3,725$268K0.0%-7.9%0.000%
4/29/2026 Flatrock Wealth Partners LLC3,125$224K0.1%N/A0.000%
4/29/2026 Jackson Thornton Wealth Management LLC3,407$270K0.0%-21.4%0.000%
4/29/2026 Addison Capital Co9,378$674K0.1%+4.6%0.001%
4/29/2026 Resonant Capital Advisors LLC5,132$369K0.0%+19.1%0.000%
4/29/2026 United Asset Strategies Inc.10,574$759K0.1%+6.9%0.001%
4/29/2026 Burney Co.65,241$4.69M0.1%-30.2%0.005%
4/29/2026 Swedbank AB2,278,233$163.62M0.2%+0.2%0.178%
4/29/2026 Integrated Advisors Network LLC20,912$1.50M0.1%-8.7%0.002%
4/29/2026 Unison Advisors LLC56,319$4.05M0.3%+0.8%0.004%
4/29/2026 Greatmark Investment Partners Inc.115,659$8.31M1.0%-1.7%0.009%
4/29/2026 Dumont & Blake Investment Advisors LLC14,798$1.06M0.3%+149.0%0.001%
4/29/2026 Beacon Bank & Trust2,797$201K0.0%N/A0.000%
4/28/2026 Busey Bank5,811$417K0.0%-10.4%0.000%
4/28/2026 Kathmere Capital Management LLC4,953$356K0.0%-28.1%0.000%
4/28/2026 Bogart Wealth LLC772$55K0.0%+35.0%0.000%
4/28/2026 DGS Capital Management LLC3,200$230K0.0%+14.2%0.000%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC3,709$291K0.1%-6.4%0.000%


CVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVS shares?

During the previous two years, 2,285 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.

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

80.66% of CVS Health's stock is owned by institutional investors. Learn more on CVS's institutional investor holdings.

Which institutional investors have been buying CVS Health's stock?

Of the 1,793 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 ($17.47M), Pzena Investment Management LLC ($14.06M), Davis Selected Advisers ($12.77M), Dodge & Cox ($10.43M), and Invesco Ltd. ($10.43M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 178,407,761 shares in the last 24 months. This purchase volume represents approximately $13.15B in transactions.

Which of CVS Health's major shareholders have been selling company stock?

Of the 1,053 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), Hotchkis & Wiley Capital Management LLC ($7.83M), Marshall Wace LLP ($5.64M), Amundi ($4.87M), Holocene Advisors LP ($4.26M), Franklin Resources Inc. ($3.94M), and Pzena Investment Management LLC ($3.91M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 103,828,341 shares in the last 24 months. This volume of shares sold represents approximately $7.65B in transactions.


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This page (NYSE:CVS) was last updated on 5/6/2026 by MarketBeat.com Staff.
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