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
Q4 2024Sequoia Financial AdvisorsSell-6,55141,157$1,847,534
Q4 2024Matrix Private Capital GroupSell-4,5187,222$324,211
Q4 2024Hillman Value FundSell-1,891119,636$5,370,460
Q4 2024Matrix Advisors Value FundSell-9866,175$277,196
Q3 2024Third PointBuy1,575,0001,575,000$99,036,000
Q3 2024Dodge & Cox Stock FundBuy1,347,34763,030,690$3,963,369,787
Q3 2024Renaissance Technologies LLCBuy338,800967,153$60,814,581
Q3 2024Hancock Classic ValueBuy198,92013,135,308$825,948,167
Q3 2024Turtle Creek Asset ManagementSell-56,4902,097,667$131,901,301
Q3 2024Ariel Appreciation FundSell-52,277616,807$38,784,824
Q3 2024Sound Shore ManagementSell-25,0191,140,812$71,734,258
Q3 2024Sequoia Financial AdvisorsBuy15,74147,708$2,999,860
Q3 2024Matrix Advisors Value FundSell-11,4007,161$450,284
Q3 2024Olstein Capital ManagementBuy10,000165,000$10,375
Q3 2024Hillman Value FundSell-2,802121,527$7,641,618
Q3 2024Matrix Private Capital GroupSell-1,37311,740$738,232
Q3 2024Cullen Value FundSell-1,06030,174$1,897,318
Q2 2024Dodge & Cox Stock FundBuy20,670,80061,683,343$3,643,018,238
Q2 2024Hancock Classic ValueBuy7,382,93112,936,388$764,023,075
Q2 2024Turtle Creek Asset ManagementBuy436,8912,154,157$127,224,512
Q2 2024Matrix Advisors Value FundSell-265,18318,561$1,096,000
Q2 2024Sound Shore ManagementSell-154,6621,165,831$68,853,979
Q2 2024Ariel Appreciation FundBuy62,475669,084$39,516,101
Q2 2024Olstein Capital ManagementBuy26,000155,000$9,154
Q2 2024Hillman Value FundBuy10,291124,329$7,342,860
Q2 2024Sequoia Financial AdvisorsSell-8,42031,967$1,887,999
Q2 2024Cullen Value FundSell-5,76731,234$1,844,700
Q2 2024Matrix Private Capital GroupSell-10813,113$774,454
Q1 2024Dodge & Cox Stock FundBuy10,599,15341,012,543$3,271,160,430
Q1 2024Hancock Classic ValueBuy4,729,2075,553,457$442,943,731

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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