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 2020Hillman Value FundBuy13,16994,265$6,438
Q4 2020Torray FundSell-7,15120,083$1,372
Q4 2020Olstein Capital ManagementBuy2,000169,000$11,543
Q4 2020Matrix Advisors Value FundBuy1,855333,916$22,806
Q4 2020Muhlenkamp & CoBuy852108,311$7,398
Q4 2020Miller Value PartnersBuy5441,899$130
Q4 2020Sequoia Financial AdvisorsSell-336,542$447
Q4 2020Matrix Private Capital GroupSell-2818,385$1,256
Q3 2020Vulcan Value PartnersSell-1,332,1653,051,845$178,228
Q3 2020Miller Value PartnersSell-757,8701,355$79
Q3 2020Renaissance Technologies LLCBuy739,7391,818,923$106,225
Q3 2020Scion Asset ManagementBuy150,000150,000$8,760
Q3 2020Dodge & Cox Stock FundSell-118,89415,882,844$927,558
Q3 2020Hancock Classic ValueBuy43,4181,158,394$67,650
Q3 2020Olstein Capital ManagementBuy23,000167,000$9,753
Q3 2020Hillman Value FundBuy10,15881,096$4,736
Q3 2020Sequoia Financial AdvisorsBuy6,5756,575$384
Q3 2020Matrix Advisors Value FundBuy6,057332,061$19,392
Q3 2020Torray FundBuy2,50727,234$1,590
Q3 2020Muhlenkamp & CoBuy911107,459$6,276
Q3 2020Matrix Private Capital GroupBuy79618,413$1,075
Q2 2020Dodge & Cox Stock FundSell-4,862,21816,001,738$1,039,633
Q2 2020Vulcan Value PartnersSell-924,7054,384,010$284,829
Q2 2020Renaissance Technologies LLCSell-192,0691,079,184$70,115
Q2 2020Sequoia Financial AdvisorsSell-5,2990$470
Q2 2020Matrix Private Capital GroupBuy3,58217,617$1,145
Q2 2020Matrix Advisors Value FundSell-2,861326,004$21,180
Q2 2020Torray FundSell-1,86924,727$1,607
Q2 2020Muhlenkamp & CoBuy34106,548$6,922
Q2 2020Hillman Value FundBuy1870,938$4,609

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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