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CVS Health (CVS) Institutional Ownership

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$71.17 -0.26 (-0.36%)
Closing price 08/22/2025 03:59 PM Eastern
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$71.60 +0.43 (+0.61%)
As of 08/22/2025 07:59 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)
1192
Total
Institutional Inflows
(last 12 months)
$12.57B
Number of
Institutional Sellers
(last 12 months)
1205
Total
Institutional Outflows
(last 12 months)
$7.07B
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CVS Institutional Buying and Selling by Quarter

CVS Health Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025 TT Capital Management LLC4,098$283K0.1%+5.0%0.000%
8/22/2025 Stance Capital LLC28,910$1.99M0.8%N/A0.002%
8/21/2025 Pathway Financial Advisers LLC10,237$706K0.2%+2.2%0.001%
8/21/2025 Clarion Wealth Managment Partners LLC3,045$210K0.2%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.16,529$1.14M0.6%N/A0.001%
8/20/2025 Kentucky Retirement Systems80,849$5.58M0.2%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund34,314$2.37M0.2%-6.5%0.003%
8/20/2025 Coppell Advisory Solutions LLC3,001$206K0.0%N/A0.000%
8/19/2025 Advisory Services Network LLC49,818$3.44M0.1%+3.3%0.004%
8/19/2025 Anchor Investment Management LLC10,261$708K0.1%-1.9%0.001%
8/19/2025 State of Wyoming15,898$1.10M0.1%+270.7%0.001%
8/19/2025 Asset Dedication LLC1,645$113K0.0%-24.8%0.000%
8/18/2025 Tyler Stone Wealth Management3,945$272K0.0%-43.0%0.000%
8/18/2025 Geneos Wealth Management Inc.8,550$590K0.0%+44.7%0.001%
8/18/2025 Kestra Investment Management LLC12,958$894K0.0%+7.8%0.001%
8/18/2025 Wellington Capital Management Inc.7,198$497K0.7%N/A0.001%
8/18/2025 Rexford Capital Inc.5,943$410K0.3%N/A0.000%
8/18/2025 National Bank of Canada FI1,177,825$81.23M0.1%-6.6%0.093%
8/18/2025 Front Row Advisors LLC456$31K0.0%+436.5%0.000%
8/16/2025 Public Sector Pension Investment Board403,152$27.81M0.1%-9.4%0.032%
8/16/2025 Evergreen Capital Management LLC20,088$1.39M0.0%+1.0%0.002%
8/15/2025 Strategic Investment Advisors MI8,124$559K0.1%-4.0%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co2,383,106$164.60M0.3%-2.0%0.188%
8/15/2025 44 Wealth Management LLC36,362$2.51M0.9%-1.9%0.003%
8/15/2025 Tower Research Capital LLC TRC 16,353$1.13M0.0%-73.0%0.001%
8/15/2025 MUFG Securities EMEA plc3,738$258K0.0%N/A0.000%
8/15/2025 Resources Management Corp CT ADV44,331$3.06M0.4%-25.8%0.003%
8/15/2025 Corient Private Wealth LLC391,309$26.99M0.0%-0.3%0.031%
8/15/2025 State of Tennessee Department of Treasury452,436$31.21M0.1%-4.7%0.036%
8/15/2025 E Fund Management Co. Ltd.7,185$496K0.0%-7.0%0.001%
8/15/2025 DCM Advisors LLC75,637$5.22M2.2%+7.1%0.006%
8/15/2025 Sender Co & Partners Inc.4,331$299K0.1%N/A0.000%
8/15/2025 Captrust Financial Advisors249,806$17.23M0.0%-11.0%0.020%
8/15/2025 Keel Point LLC3,783$261K0.0%+5.2%0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC12,146$838K0.2%N/A0.001%
8/15/2025 WFA of San Diego LLC1,252$86K0.1%N/A0.000%
8/15/2025 Vident Advisory LLC50,705$3.50M0.0%+163.2%0.004%
8/15/2025 Visionary Wealth Advisors13,040$900K0.0%+34.5%0.001%
8/15/2025 Voleon Capital Management LP71,722$4.95M0.3%+57.4%0.006%
8/15/2025 Teza Capital Management LLC5,832$402K0.3%N/A0.000%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
8/15/2025 Scott Marsh Financial LLC20,014$1.38M0.5%N/A0.002%
8/15/2025 Tidal Investments LLC110,615$7.63M0.0%-3.7%0.009%
8/15/2025 Smartleaf Asset Management LLC15,059$1.03M0.1%+1.1%0.001%
8/15/2025 Solel Partners LP674,300$46.51M8.1%-12.9%0.053%
8/15/2025 Sompo Asset Management Co. Ltd.114,954$7.93M1.4%-3.3%0.009%
8/15/2025 Royal London Asset Management Ltd.559,832$38.62M0.1%-4.1%0.044%
8/15/2025 Rafferty Asset Management LLC133,715$9.22M0.0%+14.5%0.011%
8/15/2025 Redwood Investment Management LLC26,787$1.85M0.2%-6.8%0.002%
8/15/2025 Orion Porfolio Solutions LLC51,997$3.59M0.0%+3.6%0.004%
8/15/2025 MML Investors Services LLC154,073$10.63M0.0%+4.7%0.012%
8/15/2025 Moore Capital Management LP375,000$25.87M0.3%+29.3%0.030%
8/15/2025 McIlrath & Eck LLC3,383$233K0.0%+422.9%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.28,662$1.98M0.1%-33.4%0.002%
8/15/2025 Modern Wealth Management LLC3,542$244K0.0%+17.8%0.000%
8/15/2025 Lazard Asset Management LLC339,639$23.43M0.0%+7.1%0.027%
8/15/2025 Hillman Capital Management Inc.92,997$6.42M3.5%-7.4%0.007%
8/15/2025 Holocene Advisors LP2,373,942$163.76M0.4%-60.0%0.187%
8/15/2025 Humankind Investments LLC22,753$1.57M0.4%+95.7%0.002%
8/15/2025 ICONIQ Capital LLC4,704$324K0.0%-15.8%0.000%
8/15/2025 IHT Wealth Management LLC12,299$848K0.0%+6.5%0.001%
8/15/2025 Great Valley Advisor Group Inc.5,289$365K0.0%-8.5%0.000%
8/15/2025 EHP Funds Inc.3,700$255K0.1%N/A0.000%
8/15/2025 EP Wealth Advisors LLC102,392$7.06M0.0%-4.0%0.008%
8/15/2025 Engineers Gate Manager LP45,628$3.15M0.0%+129.7%0.004%
8/15/2025 Curi Capital LLC3,814$263K0.0%N/A0.000%
8/15/2025 Benjamin Edwards Inc.31,397$2.17M0.0%-4.3%0.002%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S552,120$36.65M0.4%+66.9%0.044%
8/15/2025 Boothbay Fund Management LLC5,896$407K0.0%N/A0.000%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp351,223$24.23M0.1%+45.9%0.028%
8/15/2025 Bellevue Group AG30,096$2.08M0.0%-5.2%0.002%
8/15/2025 Brevan Howard Capital Management LP83,564$5.76M0.0%+634.2%0.007%
8/15/2025 Adage Capital Partners GP L.L.C.1,609,599$111.03M0.2%+43.2%0.127%
8/15/2025 Ameriprise Financial Inc.7,855,845$541.90M0.1%+5.2%0.619%
8/15/2025 AQR Capital Management LLC2,278,807$156.26M0.1%-38.2%0.180%
8/14/2025 CTC Alternative Strategies Ltd.4,800$331K0.3%N/A0.000%
8/14/2025 Glenview Capital Management LLC8,196,799$565.42M15.8%-31.4%0.646%
8/14/2025 Jupiter Wealth Management LLC5,000$330K0.2%N/A0.000%
8/14/2025 Ausdal Financial Partners Inc.4,298$296K0.0%-20.8%0.000%
8/14/2025 California State Teachers Retirement System1,972,798$136.08M0.2%-1.2%0.156%
8/14/2025 Financial Advisors Network Inc.3,699$255K0.0%+12.9%0.000%
8/14/2025 Raymond James Financial Inc.3,191,584$220.16M0.1%+4.4%0.252%
8/14/2025 Canada Pension Plan Investment Board1,541,842$106.36M0.1%+67.9%0.122%
8/14/2025 Bayesian Capital Management LP67,500$4.66M0.7%-15.3%0.005%
8/14/2025 Camber Capital Management LP1,050,000$72.43M6.8%-53.3%0.083%
8/14/2025 SRS Investment Management LLC1,217,292$83.97M0.9%0.0%0.096%
8/14/2025 Parkwood LLC222,087$15.32M1.4%+23.6%0.018%
8/14/2025 Quantinno Capital Management LP518,882$35.79M0.2%+155.7%0.041%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.247,547$17.08M0.0%+1.2%0.020%
8/14/2025 Diversify Wealth Management LLC13,110$859K0.1%-1.2%0.001%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main503,237$34.71M0.0%+27.8%0.040%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
8/14/2025 Diversify Advisory Services LLC14,894$976K0.0%+72.5%0.001%
8/14/2025 Borer Denton & Associates Inc.24,432$1.69M0.6%-10.6%0.002%
8/14/2025 Alliancebernstein L.P.1,609,404$111.02M0.0%+8.0%0.127%
8/14/2025 Peapack Gladstone Financial Corp159,105$10.98M0.2%-4.5%0.013%
8/14/2025 Vivaldi Capital Management LP147,059$10.14M1.5%-1.5%0.012%
8/14/2025 HUB Investment Partners LLC15,063$1.04M0.0%+25.0%0.001%
8/14/2025 Ieq Capital LLC174,636$12.05M0.1%-15.9%0.014%
8/14/2025 Treasurer of the State of North Carolina585,073$40.36M0.1%+1.3%0.046%
8/14/2025 Glenview Trust co9,757$673K0.0%-50.7%0.001%
8/14/2025 Beacon Investment Advisors LLC6,808$466K0.2%-43.3%0.001%
(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, 2,444 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were Vanguard Group Inc. ($8.31B), Dodge & Cox ($5.06B), State Street Corp ($4.06B), Capital World Investors ($2.74B), Morgan Stanley ($2.17B), Geode Capital Management LLC ($1.97B), and Invesco Ltd. ($1.62B).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 1,883 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 ($52.23M), Pzena Investment Management LLC ($19.61M), Capital International Investors ($16.28M), Capital World Investors ($16.17M), Davis Selected Advisers ($11.41M), Dodge & Cox ($10.43M), and Invesco Ltd. ($9.67M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 221,940,047 shares in the last 24 months. This purchase volume represents approximately $12.57B in transactions.

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

Of the 1,205 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: Hotchkis & Wiley Capital Management LLC ($5.16M), Glenview Capital Management LLC ($3.75M), Holocene Advisors LP ($3.55M), Amundi ($3.24M), State of Michigan Retirement System ($3.19M), Franklin Resources Inc. ($3.15M), and Capital Research Global Investors ($3.14M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 122,650,906 shares in the last 24 months. This volume of shares sold represents approximately $7.07B in transactions.



This page (NYSE:CVS) was last updated on 8/23/2025 by MarketBeat.com Staff
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