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CVS Health (CVS) Institutional Ownership

CVS Health logo
$107.64 +0.75 (+0.70%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$107.96 +0.32 (+0.30%)
As of 07/24/2026 07:34 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.
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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)
1198
Total
Institutional Inflows
(last 12 months)
$11.66B
Number of
Institutional Sellers
(last 12 months)
975
Total
Institutional Outflows
(last 12 months)
$6.38B
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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
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%
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%
7/9/2026 Vista Investment Partners LLC40,667$4.21M1.1%-2.5%0.003%
7/9/2026 Next Level Private LLC2,645$274K0.1%N/A0.000%
7/9/2026 Focus Financial Network Inc.7,774$804K0.0%-27.4%0.001%
7/9/2026 Vertrix Wealth Management LLC36,636$3.79M1.3%N/A0.003%
7/9/2026 TOWER TRUST & INVESTMENT Co15,165$1.57M1.0%-3.9%0.001%
7/9/2026 Birchbrook Inc.4,265$441K0.2%-22.7%0.000%
7/9/2026 Everhart Financial Group Inc.7,282$753K0.0%-11.0%0.001%
7/9/2026 Oliver Luxxe Assets LLC134,539$13.92M2.0%+26.3%0.011%
7/9/2026 Hennion & Walsh Asset Management Inc.17,006$1.76M0.1%+16.1%0.001%
7/9/2026 Sunburst Financial Group LLC2,485$257K0.0%N/A0.000%
7/9/2026 Agate Pass Investment Management LLC2,493$258K0.1%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC24,477$2.53M0.1%+3.0%0.002%
7/8/2026 Beaird Harris Wealth Management LLC292$30K0.0%+201.0%0.000%
7/8/2026 Rockland Trust Co.5,450$564K0.0%-10.7%0.000%
7/8/2026 Chesley Taft & Associates LLC1,989$206K0.0%N/A0.000%
7/8/2026 Trust Point Inc.5,909$611K0.1%+11.9%0.000%
7/8/2026 First Heartland Consultants Inc.2,477$256K0.0%N/A0.000%
7/8/2026 Community Trust & Investment Co.245,183$25.36M1.3%-2.7%0.019%
7/8/2026 Wynn Capital LLC19,856$2.05M0.9%-0.5%0.002%
7/8/2026 Palouse Capital Management Inc.14,687$1.52M0.9%-1.7%0.001%
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7/8/2026 Cooper Financial Group2,492$258K0.0%N/A0.000%
7/8/2026 Elevation Wealth Partners LLC356$37K0.0%+41.8%0.000%
7/8/2026 Cohen Capital Management Inc.148,859$15.40M2.1%-2.1%0.012%
7/8/2026 Czech National Bank363,178$37.57M0.2%+4.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab219,730$22.73M0.2%+0.9%0.017%
7/8/2026 Assenagon Asset Management S.A.1,776,295$183.76M0.2%+102.7%0.139%
7/8/2026 Apella Capital LLC6,940$724K0.0%+1.7%0.001%
7/8/2026 55 North Private Wealth LLC4,401$455K0.1%+28.3%0.000%
7/8/2026 Byrne Asset Management LLC9,350$967K0.5%-8.5%0.001%
7/8/2026 Thrive Wealth Management LLC2,527$261K0.0%N/A0.000%
7/8/2026 Chapin Davis Inc.2,642$273K0.0%N/A0.000%
7/7/2026 180 Wealth Advisors LLC2,282$236K0.0%N/A0.000%
7/7/2026 Post Resch Tallon Group Inc.2,540$263K0.2%N/A0.000%
7/7/2026 Hamlin Capital Management LLC1,717,608$177.69M4.0%+4.6%0.135%
7/7/2026 Trust Asset Management LLC14,171$1.47M0.1%+1.1%0.001%
7/7/2026 Balefire LLC2,585$267K0.0%N/A0.000%
7/7/2026 Dynamic Advisor Solutions LLC36,441$3.77M0.1%+1.2%0.003%
7/7/2026 Baron Wealth Management LLC3,152$326K0.1%N/A0.000%
7/7/2026 GK Wealth Management LLC2,964$307K0.2%N/A0.000%
7/7/2026 GAMMA Investing LLC31,810$3.29M0.1%+26.4%0.002%
7/7/2026 Greenfield Savings Bank8,470$876K0.3%-8.7%0.001%
7/7/2026 Central Pacific Bank Trust Division25,866$2.68M0.3%-3.2%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.36,217$3.75M0.3%N/A0.003%
7/7/2026 Moody National Bank Trust Division15,244$1.58M0.1%-2.9%0.001%
7/7/2026 Grove Bank & Trust1,720$178K0.0%-12.6%0.000%
7/7/2026 CoreCap Advisors LLC3,481$360K0.0%+4.2%0.000%
7/7/2026 City Center Advisors LLC4,175$432K0.3%-8.7%0.000%
7/7/2026 Howard Financial Services LTD.1,967$203K0.0%N/A0.000%
7/6/2026 Meadowbrook Wealth Management LLC2,775$291K0.3%-36.6%0.000%
7/6/2026 Boltwood 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%
6/22/2026 Sapient 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%
5/26/2026 Summit Financial Wealth Advisors LLC7,487$538K0.1%-11.3%0.001%
5/22/2026Groupama Asset Managment12,083$868K0.0%-15.7%0.001%
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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%
5/19/2026 Royal 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%


CVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,230 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 1,761 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 154,960,236 shares in the last 24 months. This purchase volume represents approximately $11.66B in transactions.

Of the 975 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 85,131,099 shares in the last 24 months. This volume of shares sold represents approximately $6.38B in transactions.


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This page (NYSE:CVS) was last updated on 7/26/2026 by MarketBeat.com Staff.
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