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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, State Street Corp, Assenagon Asset Management S.A., Citadel Advisors Llc, and Allianz Asset Management Gmbh.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+982,034+51.1%2,902,944$300.31MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+12,784+13.1%110,269$11.41MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+660+1.4%48,048$4.97MQ2 2026Sep 23, 2026
State Street CorpBuy+961,227+1.6%60,283,408$6.24BQ2 2026Sep 22, 2026
Andra Ap-FondenBuy+86,446+96.6%175,933$18.20MQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+308—308$31.86KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-50-24.8%152$15.72KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+3+0.0%10,174$1.05MQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+70,197+5.8%1,287,441$133.19MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-2,055-6.4%29,917$3.09MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+365+7.5%5,211$539.08KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-615,513-11.3%4,812,530$497.86MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-301,417-7.4%3,781,975$391.25MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+1,150+8.4%14,858$1.54MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+74+51.7%217$22.45KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-135,110-24.3%419,758$43.42MQ2 2026Aug 27, 2026
Optimize Financial IncSell-28-0.3%8,123$840.32KQ2 2026Aug 27, 2026
Groupe La FrancaiseBuy+50,024—50,024$5.17MQ2 2026Aug 25, 2026
California State Teachers Retirement SystemSell-20,291-1.1%1,868,733$193.32MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-15-0.4%3,474$359.38KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+899,942+102.7%1,776,295$183.76MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+187+2.6%7,477$773.50KQ2 2026Aug 20, 2026
Harvest Fund Management Co., LtdSell-108-5.0%2,072$214.00KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+2+0.1%2,861$295.94KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+1+0.2%573$59.24KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+5,316+3.6%151,163$15.64MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,864-7.7%34,116$3.53MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-622-2.2%28,000$2.90MQ2 2026Aug 19, 2026
Field & Main BankBuy+125—125$12.93KQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-100-1.5%6,750$698.29KQ2 2026Aug 19, 2026
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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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