CVS HEALTH CORP (CVS) Institutional Ownership Changes & 13F Activity

CVS HEALTH CORP (CVS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Hancock Classic Value, Ariel Appreciation Fund, Renaissance Technologies LLC, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Matrix Advisors Value FundSell-516,177$465,684
Q2 2025Turtle Creek Asset ManagementSell-1,687,94110,500$724,290
Q2 2025Hancock Classic ValueSell-935,52116,746,853$1,155,197,920
Q2 2025Renaissance Technologies LLCBuy532,853582,853$40,205,200
Q2 2025Dodge & Cox Stock FundSell-170,35673,288,766$5,055,459,079
Q2 2025Ariel Appreciation FundBuy144,5411,164,574$80,332,315
Q2 2025Olstein Capital ManagementSell-33,00077,000$5,311
Q2 2025Hillman Value FundSell-7,45392,997$6,414,933
Q2 2025Tweedy, Browne Co All Funds (US)Buy5,0615,061$349,108
Q2 2025Cullen Value FundSell-4,72411,873$818,986
Q2 2025Sequoia Financial AdvisorsBuy2,82547,730$3,292,414
Q2 2025Matrix Private Capital GroupSell-2,3324,536$312,893
Q2 2025Matrix Advisors Value FundBuy536,228$429,607
Q1 2025Dodge & Cox Stock FundBuy3,353,22373,459,122$4,976,855,516
Q1 2025Hancock Classic ValueSell-1,928,20517,682,374$1,197,980,839
Q1 2025Renaissance Technologies LLCSell-917,15350,000$3,387,500
Q1 2025Turtle Creek Asset ManagementSell-254,5501,698,441$115,069,378
Q1 2025Ariel Appreciation FundBuy91,4071,020,033$69,107,236
Q1 2025Hillman Value FundSell-19,186100,450$6,805,488
Q1 2025Olstein Capital ManagementSell-13,000110,000$7,453
Q1 2025Sequoia Financial AdvisorsBuy3,74844,905$3,042,342
Q1 2025Cullen Value FundSell-2,95816,597$1,124,449
Q1 2025Matrix Private Capital GroupSell-3546,868$465,307
Q4 2024Dodge & Cox Stock FundBuy7,075,20970,105,899$3,147,053,806
Q4 2024Hancock Classic ValueBuy6,475,27119,610,579$880,318,891
Q4 2024Fairfax Financial HoldingsBuy2,697,0002,712,000$121,741,680
Q4 2024Ariel Appreciation FundBuy311,819928,626$41,686,021
Q4 2024Turtle Creek Asset ManagementSell-144,6761,952,991$87,669,766
Q4 2024Olstein Capital ManagementSell-42,000123,000$5,521
Q4 2024Cullen Value FundSell-10,61919,555$877,822

Frequently asked questions about CVS activity

  • Which institutional owners are buying CVS?

    Institutional owners buying CVS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CVS activity?

    "Buy" means an investor increased their reported position in CVS compared to the prior reporting period. This reflects growing exposure to CVS HEALTH CORP (CVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CVS increasing?

    Institutional interest in CVS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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