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CVS Health (CVS) Institutional Ownership

CVS Health logo
$69.15 -0.36 (-0.52%)
As of 04/14/2025 03:59 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)
1022
Total
Institutional Inflows
(last 12 months)
$9.49B
Number of
Institutional Sellers
(last 12 months)
1227
Total
Institutional Outflows
(last 12 months)
$5.95B
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CVS Institutional Buying and Selling by Quarter

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CVS Health Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC231,834$15.71M0.2%+2.8%0.018%
4/14/2025Olstein Capital Management L.P.110,000$7.45M1.4%-10.6%0.009%
4/14/2025Octavia Wealth Advisors LLC6,199$420K0.1%-6.7%0.000%
4/14/2025Midland Wealth Advisors LLC9,783$663K0.0%-20.6%0.001%
4/14/2025Pallas Capital Advisors LLC30,877$2.09M0.1%+197.0%0.002%
4/14/2025WFA Asset Management Corp1,950$132K0.1%+47.4%0.000%
4/14/2025Cetera Trust Company N.A11,543$782K0.5%+45.8%0.001%
4/14/2025Patrick M Sweeney & Associates Inc.35,338$2.39M1.8%-0.8%0.003%
4/14/2025Farther Finance Advisors LLC16,278$1.11M0.0%+27.2%0.001%
4/14/2025Daymark Wealth Partners LLC32,967$2.23M0.1%+24.2%0.003%
4/14/2025CHICAGO TRUST Co NA10,960$743K0.1%-5.1%0.001%
4/14/2025 Portside Wealth Group LLC30,835$2.09M0.3%+14.7%0.002%
4/14/2025NewSquare Capital LLC106,664$7.13M0.6%-0.4%0.008%
4/14/2025Toth Financial Advisory Corp37,149$2.52M0.3%+15.0%0.003%
4/14/2025Baldwin Wealth Partners LLC MA3,652$247K0.0%N/A0.000%
4/14/2025Courier Capital LLC18,374$1.25M0.1%-15.9%0.001%
4/14/2025Wesbanco Bank Inc.47,059$3.19M0.1%-14.9%0.004%
4/14/2025First Citizens Bank & Trust Co.11,633$788K0.0%-15.1%0.001%
4/14/2025AHL Investment Management Inc.40,060$2.71M1.9%-7.5%0.003%
4/14/2025Abacus Planning Group Inc.6,013$407K0.1%+13.8%0.000%
4/14/2025Capital Investment Advisors LLC88,466$5.99M0.1%-78.4%0.007%
4/14/2025BCS Wealth Management3,978$270K0.1%N/A0.000%
4/14/2025Park Avenue Securities LLC25,890$1.75M0.0%+5.0%0.002%
4/14/2025OLD National Bancorp IN297,713$20.17M0.5%+20.1%0.024%
4/14/2025SOA Wealth Advisors LLC.658$45K0.0%-61.2%0.000%
4/14/2025KMG Fiduciary Partners LLC4,005$271K0.0%-88.1%0.000%
4/14/2025Wynn Capital LLC19,470$1.32M0.8%+2.8%0.002%
4/14/2025City Center Advisors LLC6,274$425K0.5%-20.3%0.000%
4/14/2025Beach Investment Counsel Inc. PA4,950$335K0.0%-28.7%0.000%
4/14/2025Miracle Mile Advisors LLC10,474$710K0.0%+17.3%0.001%
4/14/2025ARS Wealth Advisors Group LLC7,590$514K0.1%-9.6%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC16,540$1.12M0.2%+2.8%0.001%
4/14/2025Wedmont Private Capital11,110$772K0.0%+18.2%0.001%
4/14/2025UMB Bank n.a.13,426$910K0.0%-11.1%0.001%
4/14/2025Eagle Wealth Strategies LLC3,556$241K0.1%N/A0.000%
4/14/2025Sivia Capital Partners LLC3,561$241K0.1%N/A0.000%
4/11/2025 First City Capital Management Inc.4,797$325K0.2%-19.8%0.000%
4/11/2025 Persium Advisors LLC8,225$557K0.5%+14.4%0.001%
4/11/2025 Pine Haven Investment Counsel Inc5,895$399K0.3%-28.2%0.000%
4/11/2025 Gateway Investment Advisers LLC312,463$21.17M0.2%+3.1%0.025%
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4/11/2025 Independence Bank of Kentucky7,674$520K0.1%-5.6%0.001%
4/11/2025 Alliance Wealth Advisors LLC3,932$266K0.2%N/A0.000%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV8,381$568K0.1%-3.7%0.001%
4/11/2025 Butensky & Cohen Financial Security Inc.51,720$3.50M1.1%+8.0%0.004%
4/11/2025 Radnor Capital Management LLC35,880$2.43M0.4%-8.8%0.003%
4/11/2025 Pines Wealth Management LLC5,020$340K0.1%N/A0.000%
4/11/2025 SeaCrest Wealth Management LLC8,136$551K0.1%+4.4%0.001%
4/11/2025 Procyon Advisors LLC30,482$2.07M0.1%N/A0.002%
4/11/2025 AGH Wealth Advisors LLC3,400$230K0.2%N/A0.000%
4/11/2025 Next Level Private LLC3,928$266K0.1%N/A0.000%
4/11/2025 Stablepoint Partners LLC98,316$6.66M1.2%+28.1%0.008%
4/11/2025 Curat Global LLC11,560$783K0.9%N/A0.001%
4/11/2025 Generali Investments Management Co LLC4,981$337K0.1%N/A0.000%
4/11/2025 E. Ohman J or Asset Management AB54,950$3.72M0.1%-4.2%0.004%
4/11/2025 Riverview Trust Co956$65K0.1%+119.3%0.000%
4/11/2025 Vest Financial LLC16,707$1.13M0.0%+73.5%0.001%
4/11/2025 Oak Asset Management LLC51,615$3.50M1.3%-6.6%0.004%
4/10/2025 Charles Schwab Trust Co6,056$410K0.0%-14.2%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.10,858$736K0.1%+19.3%0.001%
4/10/2025 Boltwood Capital Management8,670$587K0.2%-5.8%0.001%
4/10/2025 Diligent Investors LLC14,174$960K0.2%-18.0%0.001%
4/10/2025 Naples Global Advisors LLC8,719$591K0.1%-32.4%0.001%
4/10/2025 HF Advisory Group LLC6,386$433K0.2%-3.3%0.001%
4/10/2025 Beacon Financial Group6,278$425K0.0%-49.0%0.000%
4/10/2025 Portside Wealth Group LLC26,879$1.82M0.3%-4.1%0.002%
4/10/2025 Benin Management CORP13,365$905K0.3%-23.7%0.001%
4/10/2025 Greenfield Savings Bank17,233$1.17M0.6%-13.2%0.001%
4/10/2025 Apella Capital LLC3,838$269K0.0%N/A0.000%
4/10/2025 Triangle Securities Wealth Management9,863$668K0.2%-2.0%0.001%
4/10/2025 First Financial Corp IN600$41K0.0%-27.7%0.000%
4/10/2025 Bridge Creek Capital Management LLC59,965$4.06M1.3%+3.8%0.005%
4/9/2025 RFG Advisory LLC7,984$541K0.0%-3.3%0.001%
4/9/2025 Capital Asset Advisory Services LLC3,150$214K0.0%N/A0.000%
4/9/2025 McLean Asset Management Corp5,127$347K0.1%N/A0.000%
4/9/2025 InvesTrust43,269$2.93M0.8%+6.0%0.003%
4/9/2025 Fulton Bank N.A.37,803$2.56M0.1%+13.9%0.003%
4/9/2025 HBW Advisory Services LLC3,256$221K0.0%N/A0.000%
4/9/2025 ST Germain D J Co. Inc.15,359$1.04M0.0%-93.8%0.001%
4/9/2025 Merit Financial Group LLC42,653$2.89M0.0%+157.4%0.003%
4/9/2025 LVW Advisors LLC4,028$273K0.0%-19.6%0.000%
4/9/2025 NBC Securities Inc.7,008$474K0.0%+100,014.3%0.001%
4/9/2025 Baker Tilly Wealth Management LLC13,097$887K0.3%N/A0.001%
4/9/2025 Douglas Lane & Associates LLC702,663$47.61M0.7%+1.8%0.056%
4/9/2025 Woodstock Corp42,352$2.87M0.3%-3.0%0.003%
4/9/2025 Iowa State Bank21,084$1.43M0.3%+15.1%0.002%
4/9/2025 Czech National Bank289,645$19.62M0.2%+6.2%0.023%
4/9/2025 Mechanics Bank Trust Department4,227$286K0.0%-31.2%0.000%
4/9/2025 Wallace Advisory Group LLC8,845$599K0.4%+16.2%0.001%
4/8/2025 Rhumbline Advisers2,413,999$163.55M0.2%-9.0%0.191%
4/8/2025 Fifth Third Wealth Advisors LLC12,578$852K0.0%+13.6%0.001%
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4/8/2025 Peoples Bank KS14,673$994K0.7%-1.7%0.001%
4/8/2025 Stolper Co24,798$1.68M0.6%+15.7%0.002%
4/8/2025 Meyer Handelman Co.81,961$5.55M0.2%-27.3%0.007%
4/8/2025 Beese Fulmer Investment Management Inc.4,073$276K0.0%N/A0.000%
4/8/2025 Investors Research Corp20,537$1.39M0.3%+2.1%0.002%
4/8/2025 New Hampshire Trust3,982$270K0.1%-25.3%0.000%
4/8/2025 Winthrop Advisory Group LLC3,235$219K0.0%N/A0.000%
4/8/2025 Somerset Trust Co4,130$280K0.1%N/A0.000%
4/8/2025 Lantz Financial LLC3,391$230K0.1%N/A0.000%
4/8/2025 Rothschild Investment LLC59,194$4.01M0.3%-20.9%0.005%
(Data available from 1/1/2016 forward)

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CVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVS shares?

During the previous two years, 2,497 institutional investors and hedge funds held shares of CVS Health. The most heavily invested institutionals were BlackRock Inc. ($6.48B), Vanguard Group Inc. ($5.27B), State Street Corp ($3.55B), Dodge & Cox ($3.15B), Capital World Investors ($2.74B), Morgan Stanley ($2.17B), and FMR LLC ($1.26B).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 1,975 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: Norges Bank ($32.53M), Pzena Investment Management LLC ($19.61M), Capital International Investors ($16.28M), Capital World Investors ($16.17M), Davis Selected Advisers ($11.21M), FMR LLC ($9.43M), and Dodge & Cox ($7.08M).

How much institutional buying is happening at CVS Health?

Institutional investors have bought a total of 308,292,637 shares in the last 24 months. This purchase volume represents approximately $19.28B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,826 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 ($11.85M), Boston Partners ($8.67M), Pacer Advisors Inc. ($5.50M), Ameriprise Financial Inc. ($5.30M), Bank of New York Mellon Corp ($4.15M), and Caisse DE Depot ET Placement DU Quebec ($4.09M).

How much institutional selling is happening at CVS Health?

Institutional investors have sold a total of 232,307,720 shares in the last 24 months. This volume of shares sold represents approximately $14.79B in transactions.


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This page (NYSE:CVS) was last updated on 4/15/2025 by MarketBeat.com Staff
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