CVS HEALTH CORP (CVS) Institutional Ownership
CVS is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.98B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $3.72B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's CVS position is now estimated to be worth approximately $5.13B, representing an estimated gain of +38.07% since the filing period.
Major shareholders tracked on this page include Dodge & Cox Stock Fund, Hancock Classic Value, Fairfax Financial Holdings, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CVS HEALTH CORP (CVS).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 12 | $4,983,490,817 | 69,438,571 |
| Q4 2025 | 11 | $6,492,063,098 | 81,861,427 |
| Q3 2025 | 12 | $7,014,313,149 | 93,110,103 |
| Q2 2025 | 13 | $6,530,507,336 | 94,750,971 |
| Q1 2025 | 12 | $6,558,028,984 | 96,906,965 |
| Q4 2024 | 11 | $4,287,172,908 | 95,626,840 |
| Q3 2024 | 13 | $5,205,326,605 | 82,946,747 |
| Q2 2024 | 11 | $4,655,591,072 | 78,983,007 |
| Q1 2024 | 11 | $3,939,396,936 | 49,522,266 |
| Q4 2023 | 12 | $2,666,529,060 | 34,540,218 |
| Q3 2023 | 9 | $2,043,172,394 | 29,418,269 |
| Q2 2023 | 11 | $1,169,784,075 | 18,483,800 |
Related CVS Institutional Insights:
- CVS Institutional Ownership & Insiders Activity
- CVS Institutional Ownership & 13F Activity
- CVS Top Institutional Shareholders
- CVS Institutional Buying Activity
- CVS Institutional Selling Activity
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- CVS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings