CVS HEALTH CORP (CVS) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to CVS HEALTH CORP (CVS) during the quarter ended June 30, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of CVS during the latest reporting period was Dodge & Cox Stock Fund, which increased its reported CVS position by approximately $1.22B based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in CVS exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward CVS HEALTH CORP (CVS). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $5.63B in reported CVS exposure during the latest filing period, reflecting continued institutional interest in CVS HEALTH CORP's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Sequoia Financial Advisors | Buy | 1,646 | 55,759 | $5,768,228 |
| Q1 2026 | Renaissance Technologies LLC | Buy | 102,253 | 263,153 | $18,899,648 |
| Q1 2026 | Tweedy, Browne Co All Funds (US) | Buy | 7,047 | 19,132 | $1,374,060 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 30,977 | 75,546 | $5,995,308 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 1,728 | 12,085 | $959,066 |
| Q4 2025 | Matrix Private Capital Group | Buy | 190 | 3,980 | $315,824 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 5,296 | 10,357 | $780,814 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 532,853 | 582,853 | $40,205,200 |
| Q2 2025 | Ariel Appreciation Fund | Buy | 144,541 | 1,164,574 | $80,332,315 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 5,061 | 5,061 | $349,108 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 2,825 | 47,730 | $3,292,414 |
| Q2 2025 | Matrix Advisors Value Fund | Buy | 53 | 6,228 | $429,607 |
| Q1 2025 | Dodge & Cox Stock Fund | Buy | 3,353,223 | 73,459,122 | $4,976,855,516 |
| Q1 2025 | Ariel Appreciation Fund | Buy | 91,407 | 1,020,033 | $69,107,236 |
| Q1 2025 | Sequoia Financial Advisors | Buy | 3,748 | 44,905 | $3,042,342 |
| Q4 2024 | Dodge & Cox Stock Fund | Buy | 7,075,209 | 70,105,899 | $3,147,053,806 |
| Q4 2024 | Hancock Classic Value | Buy | 6,475,271 | 19,610,579 | $880,318,891 |
| Q4 2024 | Fairfax Financial Holdings | Buy | 2,697,000 | 2,712,000 | $121,741,680 |
| Q4 2024 | Ariel Appreciation Fund | Buy | 311,819 | 928,626 | $41,686,021 |
| Q3 2024 | Third Point | Buy | 1,575,000 | 1,575,000 | $99,036,000 |
| Q3 2024 | Dodge & Cox Stock Fund | Buy | 1,347,347 | 63,030,690 | $3,963,369,787 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 338,800 | 967,153 | $60,814,581 |
| Q3 2024 | Hancock Classic Value | Buy | 198,920 | 13,135,308 | $825,948,167 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 15,741 | 47,708 | $2,999,860 |
| Q3 2024 | Olstein Capital Management | Buy | 10,000 | 165,000 | $10,375 |
| Q2 2024 | Dodge & Cox Stock Fund | Buy | 20,670,800 | 61,683,343 | $3,643,018,238 |
| Q2 2024 | Hancock Classic Value | Buy | 7,382,931 | 12,936,388 | $764,023,075 |
| Q2 2024 | Turtle Creek Asset Management | Buy | 436,891 | 2,154,157 | $127,224,512 |
| Q2 2024 | Ariel Appreciation Fund | Buy | 62,475 | 669,084 | $39,516,101 |
| Q2 2024 | Olstein Capital Management | Buy | 26,000 | 155,000 | $9,154 |
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.