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CVS Health (CVS) Institutional Ownership

CVS Health logo
$52.72 +0.76 (+1.47%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
1070
Total
Institutional Inflows
(last 12 months)
$8.15B
Number of
Institutional Sellers
(last 12 months)
1218
Total
Institutional Outflows
(last 12 months)
$4.85B
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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
1/17/2025 Secure Asset Management LLC33,271$1.49M0.2%+13.8%0.003%
1/17/2025 Donoghue Forlines LLC31,187$1.40M0.5%N/A0.002%
1/17/2025 Cardinal Capital Management Inc.13,605$611K0.0%-9.5%0.001%
1/17/2025 Adirondack Trust Co.9,778$439K0.2%-13.3%0.001%
1/17/2025 Mutual Advisors LLC14,551$653K0.0%-24.0%0.001%
1/17/2025 Wesbanco Bank Inc.55,297$2.48M0.1%-66.8%0.004%
1/17/2025 Janney Montgomery Scott LLC258,942$11.62M0.0%-23.4%0.021%
1/17/2025 Bartlett & CO. Wealth Management LLC26,650$1.20M0.0%-28.7%0.002%
1/17/2025 SG Americas Securities LLC28,801$1.29M0.0%+47.2%0.002%
1/17/2025 Marino Stram & Associates LLC6,150$276K0.1%-4.4%0.000%
1/17/2025 Westside Investment Management Inc.49,083$2.20M0.5%-23.9%0.004%
1/17/2025 Cetera Trust Company N.A7,918$355K0.2%-53.5%0.001%
1/17/2025 Park Place Capital Corp1,504$68K0.0%-23.0%0.000%
1/17/2025 Daymark Wealth Partners LLC26,537$1.19M0.0%-70.7%0.002%
1/17/2025 Missouri Trust & Investment Co21,944$985K0.3%-18.9%0.002%
1/17/2025 Dakota Wealth Management28,207$1.27M0.0%-38.0%0.002%
1/17/2025 Eads & Heald Wealth Management11,251$505K0.2%-23.1%0.001%
1/17/2025 XML Financial LLC67,429$3.03M0.3%-16.0%0.005%
1/17/2025 Nisa Investment Advisors LLC304,517$13.67M0.1%-3.0%0.024%
1/17/2025 Sheets Smith Wealth Management19,609$880K0.1%-37.2%0.002%
1/17/2025 MCF Advisors LLC938$42K0.0%-62.0%0.000%
1/17/2025 Perfromance Wealth Partners LLC10,590$475K0.0%N/A0.001%
1/17/2025 Octavia Wealth Advisors LLC6,642$298K0.0%-24.8%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH1,089,654$48.92M0.3%+17.6%0.087%
1/17/2025 Atomi Financial Group Inc.14,529$652K0.0%-28.7%0.001%
1/17/2025 LifePlan Financial LLC21,063$946K0.8%-4.0%0.002%
1/17/2025 Perpetual Ltd17,314$777K0.0%-48.2%0.001%
1/16/2025 First United Bank & Trust710$32K0.0%-51.7%0.000%
1/16/2025 Charles Schwab Trust Co7,056$317K0.0%-22.6%0.001%
1/16/2025 Ballentine Partners LLC5,314$239K0.0%+17.5%0.000%
1/16/2025 Culbertson A N & Co. Inc.38,867$1.75M0.3%-19.8%0.003%
1/16/2025 New Hampshire Trust5,332$239K0.1%-21.9%0.000%
1/16/2025 LaFleur & Godfrey LLC4,836$217K0.0%+49.9%0.000%
1/16/2025 Union Savings Bank2,736$123K0.1%-44.1%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB3,338$150K0.0%-95.2%0.000%
1/16/2025 Uncommon Cents Investing LLC36,135$1.62M0.5%-1.8%0.003%
1/16/2025 UMB Bank n.a.15,107$678K0.0%-18.8%0.001%
1/16/2025 AHL Investment Management Inc.43,316$1.94M1.4%+1.7%0.003%
1/16/2025 M.E. Allison & CO. Inc.6,173$277K0.3%N/A0.000%
1/16/2025 Mechanics Bank Trust Department6,144$276K0.0%-15.1%0.000%
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1/16/2025 Diversify Advisory Services LLC9,274$445K0.0%-67.2%0.001%
1/16/2025 Pine Haven Investment Counsel Inc8,207$368K0.3%-11.6%0.001%
1/16/2025 Diversify Wealth Management LLC16,181$777K0.1%+2.6%0.001%
1/16/2025 LVW Advisors LLC5,010$225K0.0%+26.3%0.000%
1/16/2025 City Holding Co.960$43K0.0%-47.4%0.000%
1/16/2025 Hall Laurie J Trustee11,513$517K0.2%+25,484.4%0.001%
1/16/2025 Grove Bank & Trust1,735$78K0.0%+34.4%0.000%
1/16/2025 Polianta Ltd23,700$1.06M0.5%+28.1%0.002%
1/16/2025 Romano Brothers AND Company75,329$3.38M0.4%-27.3%0.006%
1/16/2025 Perkins Coie Trust Co969$43K0.0%-36.1%0.000%
1/16/2025 Clarius Group LLC5,116$230K0.0%+41.0%0.000%
1/15/2025 HF Advisory Group LLC6,607$297K0.1%-53.6%0.001%
1/15/2025 Meridian Financial LLC5,457$245K0.2%-18.9%0.000%
1/15/2025 Aaron Wealth Advisors LLC8,822$396K0.0%-31.2%0.001%
1/15/2025 Portside Wealth Group LLC28,039$1.26M0.2%-0.8%0.002%
1/15/2025 Nexus Investment Management ULC395,292$17.75M1.8%-0.5%0.031%
1/15/2025 Smith Salley Wealth Management16,854$757K0.0%-11.5%0.001%
1/15/2025 Triangle Securities Wealth Management10,060$452K0.1%-29.8%0.001%
1/15/2025 Ameritas Advisory Services LLC7,460$335K0.0%-2.6%0.001%
1/15/2025 HB Wealth Management LLC20,029$899K0.0%+12.7%0.002%
1/15/2025 Trust Co. of Vermont63,492$2.85M0.1%-41.4%0.005%
1/15/2025 Premier Path Wealth Partners LLC25,162$1.13M0.2%-3.7%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.45,396$2.04M0.1%-22.7%0.004%
1/15/2025 Arkadios Wealth Advisors30,607$1.37M0.1%-24.9%0.002%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.5,741$258K0.0%-16.4%0.000%
1/15/2025 Brooklyn Investment Group983$44K0.0%-82.2%0.000%
1/15/2025 Albert D Mason Inc.9,435$424K0.3%-38.8%0.001%
1/15/2025 Butensky & Cohen Financial Security Inc.47,910$2.15M0.7%-14.1%0.004%
1/15/2025 Grant GrossMendelsohn LLC5,727$257K0.1%-26.0%0.000%
1/15/2025 CNB Bank1,015$46K0.0%-74.4%0.000%
1/15/2025 Wealthcare Advisory Partners LLC10,020$450K0.0%-5.7%0.001%
1/15/2025 Avanza Fonder AB105,704$4.75M0.1%N/A0.008%
1/15/2025 Tompkins Financial Corp4,338$195K0.0%-36.6%0.000%
1/15/2025 Woodstock Corp43,648$1.96M0.2%-1.0%0.003%
1/15/2025 Hennessy Advisors Inc.62,500$2.81M0.1%-3.5%0.005%
1/15/2025 KMG Fiduciary Partners LLC33,663$1.51M0.1%-11.2%0.003%
1/15/2025 Sterling Financial Group Inc.15,363$690K0.3%+16.4%0.001%
1/15/2025 Lauer Wealth LLC5,760$259K0.2%-4.0%0.000%
1/15/2025 Empirical Asset Management LLC36,885$1.66M0.0%+816.4%0.003%
1/15/2025 Carnegie Investment Counsel5,283$237K0.0%-22.5%0.000%
1/15/2025 Gateway Investment Advisers LLC303,090$13.61M0.2%-5.9%0.024%
1/15/2025 Dixon Mitchell Investment Counsel Inc.1,168$52K0.0%+38.7%0.000%
1/14/2025 RMR Wealth Builders13,822$620K0.1%-6.9%0.001%
1/14/2025 Stolper Co21,429$962K0.3%-10.2%0.002%
1/14/2025 Sawyer & Company Inc20,637$926K0.3%-1.5%0.002%
1/14/2025 Pinnacle Bancorp Inc.1,932$87K0.0%-42.7%0.000%
1/14/2025 Burney Co.19,596$880K0.0%-5.4%0.002%
1/14/2025 Wolff Wiese Magana LLC992$45K0.0%-34.6%0.000%
1/14/2025 Meyer Handelman Co.112,811$5.06M0.2%-7.5%0.009%
1/14/2025 Radnor Capital Management LLC39,335$1.77M0.3%-24.1%0.003%
Kamala’s final humiliation (Ad)

The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware of… yet have the potential to deliver colossal returns over the next four years. I’m not talking about Tesla, Palantir, or anything else you’ve heard parroted by the mainstream financial press. No. These are Trump’s Secret Stocks.

It’s all waiting for you here.
1/14/2025 Thurston Springer Miller Herd & Titak Inc.9,101$409K0.1%+16.6%0.001%
1/14/2025 Park Avenue Securities LLC24,646$1.11M0.0%+5.8%0.002%
1/14/2025 Assenagon Asset Management S.A.857,795$38.51M0.1%-56.9%0.068%
1/14/2025 Rockland Trust Co.5,494$247K0.0%-14.1%0.000%
1/14/2025 Fifth Third Wealth Advisors LLC11,069$497K0.0%-4.1%0.001%
1/14/2025 Community Trust & Investment Co.232,496$10.44M0.6%-10.4%0.018%
1/14/2025 Peoples Financial Services CORP.1,643$74K0.0%-12.1%0.000%
1/14/2025 Oak Thistle LLC18,642$837K0.2%N/A0.001%
1/14/2025 SeaCrest Wealth Management LLC7,792$350K0.0%-38.2%0.001%
1/14/2025 Wynn Capital LLC18,940$850K0.5%-1.1%0.002%
(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, 2,474 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 ($3.55B), 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 1,968 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 ($13.14M), FMR LLC ($9.43M), Hotchkis & Wiley Capital Management LLC ($6.26M), Capital Research Global Investors ($5.82M), and Two Sigma Advisers LP ($5.82M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 224,257,179 shares in the last 24 months. This purchase volume represents approximately $16.51B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,819 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 ($12.74M), Boston Partners ($8.67M), Pacer Advisors Inc. ($5.50M), Ameriprise Financial Inc. ($5.30M), Nordea Investment Management AB ($3.75M), and Caisse DE Depot ET Placement DU Quebec ($3.68M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 196,258,050 shares in the last 24 months. This volume of shares sold represents approximately $13.72B in transactions.


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This page (NYSE:CVS) was last updated on 1/20/2025 by MarketBeat.com Staff
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