CVS Health (CVS) Institutional Ownership

$65.96

+0.06 (+0.09%)

(As of 10/9/2024 ET)

Current Institutional Ownership Percentage: 80.66%
Number of Institutional Buyers (last 12 months): 1245
Total Institutional Inflows (last 12 months): $8.01B

Number of Institutional Sellers (last 12 months): 1303
Total Institutional Outflows (last 12 months): $6.50B

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.

CVS Institutional Buying and Selling by Quarter

Ad WealthPress

Trade This Candlestick Pattern on Apple (84.2% Historic Win Rate)

Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.

>> You can grab your FREE, laminated copies right here <<

CVS Health Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/9/2024	Red Mountain Financial LLC	3,331	$209K	0.2%	-21.6%	0.000%
10/9/2024	Iowa State Bank	19,052	$1.20M	0.2%	+4.7%	0.002%
10/9/2024	Charles Schwab Trust Co	9,120	$573K	0.0%	+4.1%	0.001%
10/9/2024	Pine Haven Investment Counsel Inc	9,281	$584K	0.5%	-8.4%	0.001%
10/9/2024	Virginia Wealth Management Group Inc.	54,351	$3.42M	2.1%	+29.0%	0.004%
10/9/2024	Independence Bank of Kentucky	9,987	$628K	0.1%	+6.4%	0.001%
Get the Latest News and Ratings for CVS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for CVS Health and its competitors with MarketBeat's FREE daily newsletter.
10/9/2024	Clarius Group LLC	3,629	$223K	0.0%	-58.6%	0.000%
10/9/2024	Watts Gwilliam & Co. LLC	6,652	$438K	0.1%	N/A	0.001%
10/9/2024	WealthBridge Investment Counsel Inc.	70,148	$4.41M	1.6%	-13.6%	0.006%
10/9/2024	Tobam	5,433	$342K	0.1%	-35.4%	0.000%
10/9/2024	Strategic Advisors LLC	4,227	$266K	0.0%	-84.2%	0.000%
10/9/2024	Northwest Bank & Trust Co	15,558	$978K	0.7%	-1.4%	0.001%
10/9/2024	UMB Bank n.a.	18,614	$1.17M	0.0%	-21.5%	0.001%
10/9/2024	Northstar Group Inc.	12,294	$773K	0.1%	-17.8%	0.001%
10/9/2024	Perpetual Ltd	33,443	$2.10M	0.0%	-9.2%	0.003%
10/9/2024	Pensionfund Sabic	19,000	$1.20M	0.4%	-13.6%	0.002%
10/9/2024	BSN CAPITAL PARTNERS Ltd	146,630	$8.50M	1.6%	N/A	0.012%
10/9/2024	Bruce G. Allen Investments LLC	1,681	$106K	0.1%	+13.1%	0.000%
10/9/2024	Adirondack Trust Co.	11,272	$709K	0.3%	-6.6%	0.001%
10/9/2024	Sanibel Captiva Trust Company Inc.	58,733	$3.69M	0.1%	-34.1%	0.005%
10/9/2024	Wedmont Private Capital	11,980	$782K	0.0%	+12.0%	0.001%
10/9/2024	Marcum Wealth LLC	7,440	$468K	0.0%	-6.2%	0.001%
10/9/2024	Hexagon Capital Partners LLC	5,268	$331K	0.1%	+3.5%	0.000%
10/8/2024	CWM LLC	76,241	$4.79M	0.0%	+14.1%	0.006%
10/8/2024	Daymark Wealth Partners LLC	90,697	$5.70M	0.2%	+37.6%	0.007%
10/8/2024	Peddock Capital Advisors LLC	17,307	$1.09M	0.3%	-10.9%	0.001%
10/8/2024	Perkins Coie Trust Co	1,517	$95K	0.0%	-45.6%	0.000%
10/8/2024	Partnership Wealth Management LLC	703	$44K	0.0%	-19.7%	0.000%
10/8/2024	Strategic Wealth Partners Ltd.	6,703	$421K	0.0%	-18.3%	0.001%
10/8/2024	WealthCare Investment Partners LLC	3,946	$257K	0.1%	-29.5%	0.000%
10/8/2024	Marquette Asset Management LLC	3,630	$228K	0.0%	N/A	0.000%
10/8/2024	Brookstone Capital Management	62,589	$3.94M	0.1%	+4.6%	0.005%
10/8/2024	Leibman Financial Services Inc.	4,780	$301K	0.2%	-21.9%	0.000%
10/8/2024	City Holding Co.	1,825	$115K	0.0%	-87.7%	0.000%
10/8/2024	Country Trust Bank	383,339	$24.10M	0.6%	+6.0%	0.031%
10/8/2024	Atomi Financial Group Inc.	20,384	$1.28M	0.1%	+11.7%	0.002%
10/8/2024	MBM Wealth Consultants LLC	3,469	$218K	0.1%	N/A	0.000%
10/8/2024	Dynamic Advisor Solutions LLC	42,852	$2.70M	0.1%	-8.0%	0.003%
10/8/2024	Axiom Advisory LLC	14,762	$861K	0.0%	+1.8%	0.001%
10/8/2024	Exeter Financial LLC	45,564	$2.87M	1.3%	+2.3%	0.004%
War on Elon Escalates… (Ad) A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth. One company holds a near-total monopoly on it.
10/8/2024	Chapin Davis Inc.	12,163	$765K	0.2%	-7.8%	0.001%
10/8/2024	Bangor Savings Bank	1,394	$88K	0.0%	-15.9%	0.000%
10/8/2024	Greenfield Savings Bank	20,100	$1.26M	0.6%	-5.5%	0.002%
10/8/2024	Mather Group LLC.	3,467	$218K	0.0%	-70.1%	0.000%
10/8/2024	City Center Advisors LLC	11,546	$726K	0.8%	+64.3%	0.001%
10/7/2024	Bank of New Hampshire	497	$31K	0.0%	-48.7%	0.000%
10/7/2024	Oak Asset Management LLC	79,035	$4.97M	1.8%	-6.7%	0.006%
10/7/2024	Fulton Bank N.A.	38,113	$2.40M	0.1%	-25.2%	0.003%
10/7/2024	Value Partners Investments Inc.	1,195,276	$75.16M	2.2%	+0.4%	0.095%
10/7/2024	Miracle Mile Advisors LLC	11,402	$717K	0.0%	-27.3%	0.001%
10/7/2024	Everpar Advisors LLC	4,338	$273K	0.1%	-15.9%	0.000%
10/7/2024	Diversified Trust Co	4,735	$298K	0.0%	-43.0%	0.000%
10/7/2024	GAMMA Investing LLC	10,347	$651K	0.1%	+14.6%	0.001%
10/5/2024	Handelsbanken Fonder AB	582,270	$36.61M	0.1%	+1.3%	0.046%
10/5/2024	Cullen Investment Group LTD.	30,174	$1.90M	0.3%	-3.4%	0.002%
10/5/2024	Bard Financial Services Inc.	94,850	$5.96M	1.2%	-42.0%	0.008%
10/5/2024	Quent Capital LLC	2,935	$184K	0.0%	-34.7%	0.000%
10/5/2024	Wallace Advisory Group LLC	7,477	$442K	0.3%	-3.4%	0.001%
10/5/2024	Goelzer Investment Management Inc.	75,948	$4.78M	0.3%	-6.2%	0.006%
10/4/2024	Peoples Bank KS	16,273	$1.02M	0.7%	-44.5%	0.001%
10/4/2024	HBW Advisory Services LLC	6,281	$395K	0.1%	-24.3%	0.001%
10/4/2024	LifePlan Financial LLC	21,937	$1.38M	1.2%	+12.1%	0.002%
10/3/2024	Rockland Trust Co.	6,398	$402K	0.0%	-8.8%	0.001%
10/3/2024	Apella Capital LLC	3,998	$249K	0.0%	N/A	0.000%
10/3/2024	Park Avenue Securities LLC	23,287	$1.46M	0.0%	-9.0%	0.002%
10/3/2024	Alpha Omega Wealth Management LLC	153,687	$9.66M	1.8%	+1.3%	0.012%
10/3/2024	Canandaigua National Bank & Trust Co.	48,726	$3.06M	0.3%	-11.6%	0.004%
10/3/2024	Farmers Trust Co.	79,493	$5.00M	0.9%	+7.6%	0.006%
10/3/2024	SG Americas Securities LLC	19,567	$1.23M	0.0%	-97.3%	0.002%
10/3/2024	Curbstone Financial Management Corp	19,964	$1.26M	0.3%	-17.5%	0.002%
10/3/2024	Czech National Bank	256,430	$16.12M	0.2%	+7.2%	0.020%
10/3/2024	AMF Tjanstepension AB	61,744	$3.88M	0.0%	+124.1%	0.005%
10/2/2024	Central Pacific Bank Trust Division	33,268	$2.09M	0.3%	-0.6%	0.003%
10/2/2024	Massmutual Trust Co. FSB ADV	69,076	$4.34M	0.1%	-9.3%	0.006%
10/2/2024	Trust Co. of Toledo NA OH	39,442	$2.48M	0.3%	-0.9%	0.003%
10/2/2024	Doliver Advisors LP	6,560	$412K	0.1%	-40.0%	0.001%
10/1/2024	Appleton Partners Inc. MA	3,292	$207K	0.0%	-21.0%	0.000%
10/1/2024	Park National Corp OH	242,625	$15.26M	0.5%	-3.5%	0.019%
10/1/2024	Neville Rodie & Shaw Inc.	30,141	$1.90M	0.1%	-54.0%	0.002%
9/30/2024	Mattson Financial Services LLC	17,161	$1.01M	0.4%	N/A	0.001%
9/23/2024	Centaurus Financial Inc.	6,683	$395K	0.0%	-56.4%	0.001%
9/20/2024	Anchor Investment Management LLC	20,747	$1.23M	0.1%	-20.8%	0.002%
9/11/2024	Newbridge Financial Services Group Inc.	4,096	$242K	0.1%	+82.5%	0.000%
9/10/2024	Prio Wealth Limited Partnership	57,413	$3.39M	0.1%	+1.1%	0.005%
9/5/2024	Sanctuary Advisors LLC	135,546	$8.01M	0.1%	N/A	0.011%
8/30/2024	Brown Financial Advisors	11,573	$684K	0.3%	N/A	0.001%
8/30/2024	Strategic Investment Solutions Inc. IL	1,042	$63K	0.0%	N/A	0.000%
8/28/2024	Farmers National Bank	97,817	$5.78M	1.7%	+5.9%	0.008%
8/27/2024	Clearbridge Investments LLC	2,524,592	$149.10M	0.1%	-35.7%	0.201%
8/27/2024	Dana Investment Advisors Inc.	138,114	$8.16M	0.3%	+1.0%	0.011%
24/7 Automated Profits in Crypto (Ad) What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast world of passive crypto income, where you set up a dependable income stream that works for you, whether you're at your computer or living your life. >> Secure Your Spot On The Groundbreaking Workshop Here
8/27/2024	KPP Advisory Services LLC	9,562	$565K	0.2%	+3.5%	0.001%
8/26/2024	Teachers Retirement System of The State of Kentucky	100,870	$5.96M	0.1%	-58.8%	0.008%
8/26/2024	Founders Financial Alliance LLC	17,578	$1.04M	0.3%	-2.0%	0.001%
8/22/2024	Cetera Investment Advisers	372,970	$22.03M	0.1%	-8.6%	0.030%
8/21/2024	SPC Financial Inc.	11,993	$708K	0.1%	-7.5%	0.001%
8/21/2024	Truist Financial Corp	565,774	$33.42M	0.1%	-81.5%	0.045%
8/20/2024	Pathway Financial Advisers LLC	29,012	$1.71M	0.6%	-4.4%	0.002%
8/19/2024	EP Wealth Advisors LLC	135,416	$8.00M	0.1%	-77.8%	0.011%
8/19/2024	Brandes Investment Partners LP	1,653,045	$97.55M	1.2%	+8.3%	0.132%
8/19/2024	B. Riley Wealth Advisors Inc.	52,549	$3.10M	0.1%	-34.2%	0.004%

(Data available from 1/1/2016 forward)

CVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVS shares?: During the previous two years, 2,564 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were Aspire Private Capital LLC ($755.94B), Vanguard Group Inc. ($9.26B), BlackRock Inc. ($6.48B), State Street Corp ($3.86B), Capital World Investors ($3.49B), Capital International Investors ($3.02B), and Morgan Stanley ($2.17B).Learn more on CVS's institutional investors.
What percentage of CVS Health stock is owned by institutional investors?: 80.66% of CVS Health stock is owned by institutional investors. Learn more on CVS's institutional investor holdings.
Which institutional investors have been buying CVS Health stock?: Of the 2,117 institutional investors that purchased CVS Health stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($15.06M), Norges Bank ($13.83M), Pzena Investment Management LLC ($12.94M), FMR LLC ($9.43M), Capital Research Global Investors ($5.82M), Two Sigma Advisers LP ($4.83M), and Edmp Inc. ($4.54M).

How much institutional buying is happening at CVS Health?: Institutional investors have bought a total of 214,323,951 shares in the last 24 months. This purchase volume represents approximately $16.42B in transactions.
Which CVS Health major shareholders have been selling company stock?: Of the 1,851 institutional investors that sold CVS Health stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($16.35M), Veritas Asset Management LLP ($14.38M), Boston Partners ($8.67M), Pacer Advisors Inc. ($5.50M), Ameriprise Financial Inc. ($5.30M), Renaissance Technologies LLC ($3.95M), and Caisse DE Depot ET Placement DU Quebec ($3.76M).
How much institutional selling is happening at CVS Health?: Institutional investors have sold a total of 192,740,485 shares in the last 24 months. This volume of shares sold represents approximately $14.04B in transactions.