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CVS Health (CVS) Institutional Ownership

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$64.16 -0.93 (-1.42%)
As of 11:06 AM 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)
1028
Total
Institutional Inflows
(last 12 months)
$9.42B
Number of
Institutional Sellers
(last 12 months)
1236
Total
Institutional Outflows
(last 12 months)
$5.87B
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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
2/20/2025 Mackenzie Financial Corp821,772$36.89M0.0%+9.0%0.065%
2/20/2025Michels Family Financial LLC10,111$454K0.4%N/A0.001%
2/20/2025Ball & Co Wealth Management Inc.1,101$49K0.0%N/A0.000%
2/19/2025 Toronto Dominion Bank876,151$39.33M0.1%-41.9%0.069%
2/19/2025 Auxier Asset Management103,318$4.64M0.7%-1.8%0.008%
2/19/2025 Formidable Asset Management LLC5,456$245K0.0%-22.5%0.000%
2/19/2025 GF Fund Management CO. LTD.32,180$1.45M0.0%N/A0.003%
2/19/2025 Wilson & Boucher Capital Management LLC7,550$339K0.2%-12.2%0.001%
2/19/2025 Twin Lakes Capital Management LLC17,223$773K0.4%-42.0%0.001%
2/19/2025 Pinney & Scofield Inc.2,482$111K0.1%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC4,824$217K0.0%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio614,924$27.60M0.1%-3.3%0.049%
2/18/2025 Vega Investment Solutions8,000$359K0.3%N/A0.001%
2/18/2025 Sunbelt Securities Inc.7,426$326K0.0%-32.3%0.001%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC479,014$21.50M0.1%-2.9%0.038%
2/18/2025 GTS Securities LLC17,703$795K0.0%-3.4%0.001%
2/18/2025 Vise Technologies Inc.11,703$525K0.0%+23.4%0.001%
2/18/2025 Navalign LLC12,219$549K0.2%-3.0%0.001%
2/18/2025 Headinvest LLC24,028$1.08M0.2%-10.3%0.002%
2/18/2025 Patrick Mauro Investment Advisor INC.112,698$5.06M2.9%-9.9%0.009%
2/18/2025 Poehling Capital Management INC.40,735$1.83M0.4%-2.9%0.003%
2/18/2025 DCM Advisors LLC81,530$3.44M1.6%+15.5%0.006%
2/18/2025 Orion Capital Management LLC1,200$54K0.0%N/A0.000%
2/18/2025 McIlrath & Eck LLC707$32K0.0%+32.6%0.000%
2/18/2025 Novem Group12,522$562K0.1%N/A0.001%
2/18/2025 NCM Capital Management LLC11,225$504K0.2%+184.2%0.001%
2/18/2025 Glen Eagle Advisors LLC5,023$225K0.0%-34.7%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC15,740$707K0.3%+176.0%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,423,608$378.14M0.1%+19.5%0.668%
2/17/2025 USS Investment Management Ltd397,958$17.87M0.1%-6.4%0.032%
2/17/2025 Voloridge Investment Management LLC903,736$40.57M0.1%-53.3%0.072%
2/17/2025 Waverly Advisors LLC19,071$856K0.0%+7.9%0.002%
2/17/2025 William B. Walkup & Associates Inc.20,704$929K0.6%-2.8%0.002%
2/17/2025 Woodline Partners LP54,593$2.45M0.0%N/A0.004%
2/17/2025 Vident Advisory LLC33,233$1.49M0.0%-59.6%0.003%
2/17/2025 Visionary Wealth Advisors9,550$429K0.0%-28.3%0.001%
2/17/2025 Vivaldi Capital Management LP157,000$7.05M1.1%N/A0.012%
2/17/2025 Waters Parkerson & CO. LLC12,741$572K0.0%-91.3%0.001%
2/17/2025 WBI Investments LLC15,066$676K0.2%-70.5%0.001%
2/17/2025 St. Clair Advisors LLC6,000$269K0.1%N/A0.000%
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2/17/2025 Triglav Skladi D.O.O.176,080$7.90M0.6%N/A0.014%
2/17/2025 Twinbeech Capital LP1,382,790$62.07M1.1%N/A0.110%
2/17/2025 Two Sigma Advisers LP836,100$37.53M0.1%-60.2%0.066%
2/17/2025 Two Sigma Investments LP1,709,465$76.74M0.2%-46.9%0.136%
2/17/2025 Tidal Investments LLC104,037$4.67M0.0%-7.1%0.008%
2/17/2025 Teza Capital Management LLC10,704$481K0.1%-25.7%0.001%
2/17/2025 TrinityPoint Wealth LLC6,833$307K0.0%-89.6%0.001%
2/17/2025 Turtle Creek Asset Management Inc.1,952,991$87.67M2.3%-6.9%0.155%
2/17/2025 Strategic Wealth Partners Ltd.4,888$219K0.0%-27.1%0.000%
2/17/2025 Toronto Dominion Bank876,151$39.33M0.1%-41.9%0.069%
2/17/2025 Sachem Head Capital Management LP625,000$28.06M1.5%-82.2%0.050%
2/17/2025 Shay Capital LLC14,280$641K0.1%N/A0.001%
2/17/2025 Snowden Capital Advisors LLC60,001$2.69M0.1%-16.5%0.005%
2/17/2025 Shell Asset Management Co.29,996$1.35M0.1%-38.8%0.002%
2/17/2025 Silvercrest Asset Management Group LLC913,991$41.03M0.3%-25.1%0.072%
2/17/2025 Rafferty Asset Management LLC142,717$6.41M0.0%+11.9%0.011%
2/17/2025 Raiffeisen Bank International AG8,580$377K0.0%N/A0.001%
2/17/2025 Redwood Investment Management LLC25,108$1.13M0.1%-27.1%0.002%
2/17/2025 Point72 Hong Kong Ltd71,234$3.20M0.2%N/A0.006%
2/17/2025 ProShare Advisors LLC225,757$10.13M0.0%+13.0%0.018%
2/17/2025 Quadcap Wealth Management LLC9,417$423K0.1%+17.1%0.001%
2/17/2025 Quantinno Capital Management LP47,310$2.12M0.0%-26.6%0.004%
2/17/2025 Pathstone Holdings LLC189,874$8.53M0.0%-14.6%0.015%
2/17/2025 Parkman Healthcare Partners LLC180,000$8.08M1.1%N/A0.014%
2/17/2025 Parkwood LLC199,277$8.95M1.0%+3.8%0.016%
2/17/2025 Mufg Securities Americas Inc.18,576$834K0.1%N/A0.001%
2/17/2025 Patient Capital Management LLC1,298,429$58.29M2.7%+68.8%0.103%
2/17/2025 Main Street Group LTD1,322$59K0.0%+27.4%0.000%
2/17/2025 Man Group plc840,814$37.74M0.1%+230.3%0.067%
2/17/2025 Nissay Asset Management Corp Japan ADV156,570$6.97M0.0%-0.7%0.012%
2/17/2025 Nan Shan Life Insurance Co. Ltd.441,757$19.83M0.5%-4.7%0.035%
2/17/2025 Nuveen Asset Management LLC2,990,562$134.25M0.0%-10.3%0.237%
2/17/2025 Occudo Quantitative Strategies LP5,932$266K0.0%-27.8%0.000%
2/17/2025 OMERS ADMINISTRATION Corp53,458$2.40M0.0%+18.6%0.004%
2/17/2025 Mork Capital Management LLC22,500$1.01M0.7%N/A0.002%
2/17/2025 New England Asset Management Inc.86,470$3.88M0.7%-10.6%0.007%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.340,269$15.28M0.0%+34.2%0.027%
2/17/2025 Mmbg Investment Advisors CO.14,700$660K0.1%-7.1%0.001%
2/17/2025 Lazard Asset Management LLC4,290,953$192.62M0.3%+7.3%0.340%
2/17/2025 Leigh Baldwin & CO. LLC280,097$12.57M0.1%N/A0.022%
2/17/2025 Letko Brosseau & Associates Inc.1,114,660$50.04M1.0%+2.5%0.088%
2/17/2025 Logan Capital Management Inc.17,523$787K0.0%-7.0%0.001%
2/17/2025 LRI Investments LLC9,162$411K0.0%-48.5%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC13,774$618K0.0%-17.3%0.001%
2/17/2025 Laraway Financial Advisors Inc3,085$138K0.1%-7.5%0.000%
2/17/2025 Integral Health Asset Management LLC500,000$22.45M1.9%N/A0.040%
2/17/2025 Invenomic Capital Management LP56,578$2.54M0.1%N/A0.004%
2/17/2025 Janus Henderson Group PLC765,186$34.35M0.0%+0.6%0.061%
2/17/2025 JARISLOWSKY FRASER Ltd41,395$1.86M0.0%-6.0%0.003%
2/17/2025 KKM Financial LLC24,494$1.10M0.5%-9.4%0.002%
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2/17/2025 Humankind Investments LLC13,655$613K0.2%+13.5%0.001%
2/17/2025 Gotham Asset Management LLC230,533$10.35M0.1%+119.3%0.018%
2/17/2025 Focus Partners Wealth368,097$16.57M0.0%-19.5%0.029%
2/17/2025 Empyrean Capital Partners LP890,000$39.95M1.8%N/A0.071%
2/17/2025 Ensign Peak Advisors Inc520,497$23.37M0.0%-28.9%0.041%
2/17/2025 Ethic Inc.48,997$2.20M0.0%-23.5%0.004%
2/17/2025 Fairfax Financial Holdings Ltd. Can2,712,000$121.74M7.8%N/A0.216%
2/17/2025 Fiduciary Trust Co89,134$4.00M0.1%-17.6%0.007%
2/17/2025 First Manhattan CO. LLC.53,055$2.38M0.0%-18.3%0.004%
2/17/2025 Cladis Investment Advisory LLC4,592$206K0.1%-67.4%0.000%
(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, 2,500 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 1,982 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 307,369,555 shares in the last 24 months. This purchase volume represents approximately $19.26B in transactions.

Which CVS Health major shareholders have been selling company stock?

Of the 1,839 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 231,229,035 shares in the last 24 months. This volume of shares sold represents approximately $14.76B in transactions.


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This page (NYSE:CVS) was last updated on 2/21/2025 by MarketBeat.com Staff
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