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. 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
Q1 2026Dodge & Cox Stock FundSell-10,729,87251,780,116$3,718,847,931
Q1 2026Hancock Classic ValueSell-1,808,25413,773,053$989,180,667
Q1 2026Ariel Appreciation FundSell-122,941702,151$50,428,485
Q1 2026Renaissance Technologies LLCBuy102,253263,153$18,899,648
Q1 2026Sequoia Financial AdvisorsSell-21,43354,113$3,886,412
Q1 2026Tweedy, Browne Co All Funds (US)Buy7,04719,132$1,374,060
Q1 2026Olstein Capital ManagementSell-6,00050,000$3,591
Q1 2026Hillman Value FundSell-4,22367,462$4,845,121
Q1 2026Cullen Value FundSell-2507,319$525,669
Q1 2026Matrix Private Capital GroupSell-833,897$279,904
Q4 2025Dodge & Cox Stock FundSell-10,666,59862,509,988$4,960,792,648
Q4 2025Hancock Classic ValueSell-263,66515,581,307$1,236,532,523
Q4 2025Ariel Appreciation FundSell-164,554825,092$65,479,301
Q4 2025Sequoia Financial AdvisorsBuy30,97775,546$5,995,308
Q4 2025Olstein Capital ManagementSell-13,00056,000$4,444
Q4 2025Hillman Value FundSell-10,67471,685$5,688,922
Q4 2025Cullen Value FundSell-2,1787,569$607,814
Q4 2025Tweedy, Browne Co All Funds (US)Buy1,72812,085$959,066
Q4 2025Matrix Private Capital GroupBuy1903,980$315,824
Q4 2025Matrix Advisors Value FundSell-26,175$490,048
Q3 2025Hancock Classic ValueSell-901,88115,844,972$1,194,552,439
Q3 2025Renaissance Technologies LLCSell-421,953160,900$12,130,251
Q3 2025Ariel Appreciation FundSell-174,928989,646$74,609,412
Q3 2025Dodge & Cox Stock FundSell-112,18073,176,586$5,516,782,819
Q3 2025Hillman Value FundSell-10,63882,359$6,209,045
Q3 2025Olstein Capital ManagementSell-8,00069,000$5,202
Q3 2025Tweedy, Browne Co All Funds (US)Buy5,29610,357$780,814
Q3 2025Sequoia Financial AdvisorsSell-3,16144,569$3,360,090
Q3 2025Cullen Value FundSell-2,1269,747$755,333
Q3 2025Matrix Private Capital GroupSell-7463,790$285,740

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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