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CVS Health (CVS) Institutional Ownership

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$56.83 +1.06 (+1.90%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for CVS Health (NYSE:CVS)

Current
Institutional Ownership
Percentage
80.66%
Number of
Institutional Buyers
(last 12 months)
1124
Total
Institutional Inflows
(last 12 months)
$8.30B
Number of
Institutional Sellers
(last 12 months)
1248
Total
Institutional Outflows
(last 12 months)
$5.13B
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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
11/20/2024 SOA Wealth Advisors LLC.1,688$106K0.0%-34.4%0.000%
11/20/2024Westside Investment Management Inc.64,517$4.04M0.9%+4.6%0.005%
11/20/2024 Bard Financial Services Inc.157,557$9.91M1.2%-3.6%0.013%
11/19/2024 McIlrath & Eck LLC533$34K0.0%-55.9%0.000%
11/19/2024 TCW Group Inc.17,166$1.08M0.0%-2.3%0.001%
11/19/2024 Hohimer Wealth Management LLC43,973$2.77M0.6%-0.7%0.003%
11/18/2024 Soltis Investment Advisors LLC100,789$6.34M0.6%+1.3%0.008%
11/18/2024 Rehmann Capital Advisory Group18,957$1.20M0.1%-5.7%0.002%
11/18/2024 TD Private Client Wealth LLC46,938$2.95M0.1%+28.7%0.004%
11/18/2024 Virtue Capital Management LLC3,366$212K0.0%-39.7%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky95,176$5.98M0.1%-5.6%0.008%
11/18/2024 Sunbelt Securities Inc.10,962$689K0.1%-7.1%0.001%
11/18/2024 Toronto Dominion Bank1,508,071$94.83M0.2%+124.6%0.120%
11/18/2024 Empire Financial Management Company LLC4,766$300K0.1%-9.7%0.000%
11/18/2024 Wilson & Boucher Capital Management LLC8,600$541K0.4%-2.3%0.001%
11/18/2024 Coldstream Capital Management Inc.17,400$1.08M0.0%+27.8%0.001%
11/18/2024 Twin Lakes Capital Management LLC29,701$1.87M1.0%-1.9%0.002%
11/16/2024 Geode Capital Management LLC26,361,673$1.65B0.1%+1.8%2.095%
11/15/2024 MidWestOne Financial Group Inc.4,256$268K0.0%-24.9%0.000%
11/15/2024 Insight Inv LLC14,220$894K0.8%-4.5%0.001%
11/15/2024 Vestcor Inc24,142$1.52M0.0%-45.0%0.002%
11/15/2024 Resources Management Corp CT ADV107,604$6.77M0.9%-8.8%0.009%
11/15/2024 M&T Bank Corp292,784$18.41M0.1%-23.5%0.023%
11/15/2024 Nabity Jensen Investment Management Inc4,181$263K0.2%N/A0.000%
11/15/2024 LRI Investments LLC17,799$1.12M0.1%-1.6%0.001%
11/15/2024 Geller Advisors LLC4,381$275K0.0%-26.2%0.000%
11/15/2024 Public Employees Retirement System of Ohio635,796$39.98M0.2%+2.5%0.051%
11/15/2024 Nomura Asset Management Co. Ltd.1,442,726$90.72M0.3%+0.6%0.115%
11/15/2024 Y Intercept Hong Kong Ltd168,374$10.59M0.6%+651.8%0.013%
11/15/2024 Glass Jacobson Investment Advisors llc1,220$77K0.0%+26.8%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC10,250$645K0.2%-15.2%0.001%
11/15/2024 MML Investors Services LLC204,296$12.85M0.0%-44.9%0.016%
11/15/2024 Laraway Financial Advisors Inc3,335$210K0.2%+24.7%0.000%
11/15/2024 Legacy Investment Solutions LLC500$31K0.0%N/A0.000%
11/15/2024 Headinvest LLC26,778$1.68M0.3%-18.3%0.002%
11/15/2024 Bontempo Ohly Capital Mgmt LLC51,663$3.25M1.5%+2.5%0.004%
11/15/2024 Orion Portfolio Solutions LLC66,678$4.19M0.1%-12.9%0.005%
11/15/2024 XTX Topco Ltd32,701$2.06M0.1%-39.7%0.003%
11/15/2024 iSAM Funds UK Ltd4,357$274K0.2%N/A0.000%
11/15/2024 DF Dent & Co. Inc.3,215$202K0.0%-7.6%0.000%
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11/15/2024 National Bank of Canada FI1,953,380$122.83M0.1%+168.5%0.155%
11/15/2024 Glen Eagle Advisors LLC7,690$484K0.1%-16.4%0.001%
11/15/2024 iA Global Asset Management Inc.8,156$513K0.0%+15.6%0.001%
11/15/2024 EP Wealth Advisors LLC124,334$7.82M0.1%-8.2%0.010%
11/15/2024 United Services Automobile Association29,505$1.86M0.0%-18.1%0.002%
11/15/2024 Insigneo Advisory Services LLC7,866$495K0.0%+44.4%0.001%
11/15/2024 Kovitz Investment Group Partners LLC214,276$12.61M0.1%+6.5%0.017%
11/15/2024 Wellington Management Group LLP224,248$14.10M0.0%+6.2%0.018%
11/15/2024 Worldquant Millennium Advisors LLC514,722$32.37M0.2%N/A0.041%
11/15/2024 Weiss Asset Management LP105,179$6.61M0.2%N/A0.008%
11/15/2024 Two Sigma Advisers LP2,100,700$132.09M0.3%+88.6%0.167%
11/15/2024 Texas Capital Bank Wealth Management Services Inc4,414$278K0.0%N/A0.000%
11/15/2024 Stansberry Asset Management LLC11,929$750K0.1%-93.1%0.001%
11/15/2024 State Street Corp56,527,909$3.55B0.1%+3.6%4.492%
11/15/2024 Stifel Financial Corp881,804$55.45M0.1%-1.4%0.070%
11/15/2024 Sachem Head Capital Management LP3,520,000$221.34M11.6%+43.7%0.280%
11/15/2024 SageView Advisory Group LLC12,217$768K0.0%-19.4%0.001%
11/15/2024 Quadrature Capital Ltd237,347$14.92M0.3%+33.2%0.019%
11/15/2024 Quantinno Capital Management LP64,489$4.06M0.1%+67.2%0.005%
11/15/2024 RBF Capital LLC10,000$629K0.0%-50.0%0.001%
11/15/2024 Readystate Asset Management LP17,931$1.13M0.0%N/A0.001%
11/15/2024 Royal London Asset Management Ltd.520,107$32.70M0.1%+4.1%0.041%
11/15/2024 Redwood Investment Management LLC34,431$2.12M0.2%-3.6%0.003%
11/15/2024 Reynders McVeigh Capital Management LLC6,053$381K0.0%-73.1%0.000%
11/15/2024 Mission Creek Capital Partners Inc.7,671$482K0.1%-16.1%0.001%
11/15/2024 Morse Asset Management Inc6,500$409K0.1%N/A0.001%
11/15/2024 Motley Fool Asset Management LLC57,470$3.54M0.2%+5.9%0.005%
11/15/2024 IHT Wealth Management LLC50,449$3.17M0.1%-0.6%0.004%
11/15/2024 Integrated Wealth Concepts LLC33,756$2.12M0.0%-9.0%0.003%
11/15/2024 Investment Management Corp of Ontario41,636$2.62M0.1%+49.0%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.115,032$7.23M0.0%N/A0.009%
11/15/2024 Janus Henderson Group PLC760,903$47.83M0.0%+370.6%0.060%
11/15/2024 Hotchkis & Wiley Capital Management LLC11,897,034$748.09M2.5%+34.8%0.945%
11/15/2024 HighTower Advisors LLC399,897$25.16M0.0%-14.3%0.032%
11/15/2024 Hilltop Holdings Inc.22,265$1.40M0.1%+31.1%0.002%
11/15/2024 Cheviot Value Management LLC58,665$3.69M0.7%-7.5%0.005%
11/15/2024 Chevy Chase Trust Holdings LLC941,144$59.18M0.2%+2.0%0.075%
11/15/2024 Cinctive Capital Management LP206,957$13.01M0.7%N/A0.016%
11/15/2024 Cladis Investment Advisory LLC14,069$885K0.6%-24.3%0.001%
11/15/2024 Community Bank N.A.38,816$2.44M0.3%-10.0%0.003%
11/15/2024 Benjamin Edwards Inc.35,837$2.25M0.0%+548.2%0.003%
11/15/2024 Atlas Wealth LLC3,232$203K0.1%-41.2%0.000%
11/15/2024 Atom Investors LP20,248$1.27M0.1%N/A0.002%
11/15/2024 TOMS Capital Investment Management LP1,940,000$121.99M4.5%N/A0.154%
11/15/2024 Kestra Investment Management LLC5,422$341K0.0%N/A0.000%
11/15/2024 B&L Asset Management LLC3,237$204K0.1%N/A0.000%
11/15/2024 Mark Sheptoff Financial Planning LLC4,949$311K0.2%-5.7%0.000%
11/15/2024 Erste Asset Management GmbH99,521$6.11M0.1%N/A0.008%
11/15/2024 True Wealth Design LLC978$61K0.0%-67.7%0.000%
11/14/2024 Morton Community Bank38,772$2.44M0.6%-1.7%0.003%
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11/14/2024 Semmax Financial Advisors Inc.1,499$94K0.0%-90.7%0.000%
11/14/2024 Cobblestone Capital Advisors LLC NY133,848$8.42M0.5%+1.5%0.011%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp209,474$13.17M0.1%-13.1%0.017%
11/14/2024 Widmann Financial Services Inc.11,506$724K0.5%+1.8%0.001%
11/14/2024 Edgestream Partners L.P.20,734$1.30M0.1%+7.4%0.002%
11/14/2024 Acropolis Investment Management LLC1,616$102K0.0%-21.6%0.000%
11/14/2024 L.M. Kohn & Company10,217$642K0.2%-25.2%0.001%
11/14/2024 Caisse DE Depot ET Placement DU Quebec1,082,145$68.05M0.1%+4.1%0.086%
11/14/2024 White Knight Strategic Wealth Advisors LLC5,702$359K0.3%+59.7%0.000%
11/14/2024 Portland Investment Counsel Inc.200,800$12.63M4.5%+2.1%0.016%
(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, 2,486 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 1,981 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 224,413,531 shares in the last 24 months. This purchase volume represents approximately $16.56B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,822 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), Caisse DE Depot ET Placement DU Quebec ($3.68M), and Renaissance Technologies LLC ($3.64M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 190,566,326 shares in the last 24 months. This volume of shares sold represents approximately $13.48B in transactions.



This page (NYSE:CVS) was last updated on 11/21/2024 by MarketBeat.com Staff
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