CVS Institutional Ownership & Shareholders

CVS HEALTH CORP (CVS) is currently held by 1,995 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $114.55B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of CVS tracked by InsiderSet, reporting ownership valued at approximately $12.75B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.12B, representing an estimated loss of -12.76% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed CVS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Capital World Investors, and several other long-term asset managers with concentrated positions in CVS HEALTH CORP (CVS).

This page ranks the largest institutional CVS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,995

Total Reported Value

$114.55B

Largest Holder

Blackrock, Inc.

Largest Position

$12.75B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

24

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.19%123,223,409$12,747,461,705$11,120,912,662-$1,626,549,043-12.76%
Vanguard Capital Management Llc0.18%83,315,369$8,618,974,924$7,519,212,052-$1,099,762,872-12.76%
Capital World Investors0.92%74,951,955$7,753,834,783$6,764,413,939-$989,420,844-12.76%
State Street Corp0.18%60,283,408$6,236,318,558$5,440,577,572-$795,740,986-12.76%
Dodge & Cox Stock FundV. D. Dodge, E. M. Cox2.71%50,012,765$5,173,820,539$4,513,652,041-$660,168,498-12.76%
Wellington Management Group Llp0.60%33,801,113$3,496,725,140$3,050,550,448-$446,174,692-12.76%
Geode Capital Management, Llc0.16%29,899,653$3,079,404,427$2,698,443,683-$380,960,744-12.37%
Fmr Llc0.13%28,920,617$2,991,837,927$2,610,085,684-$381,752,243-12.76%
Vanguard Portfolio Management Llc0.12%26,637,259$2,755,624,444$2,404,012,625-$351,611,819-12.76%
Capital Research Global Investors0.35%24,329,151$2,516,851,376$2,195,705,878-$321,145,498-12.76%
Price T Rowe Associates Inc0.25%24,203,884$2,503,893,000$2,184,400,531-$319,492,469-12.76%
Bank Of America Corp0.15%23,188,670$2,398,868,007$2,092,777,468-$306,090,540-12.76%
Jpmorgan Chase & Co0.13%22,112,970$2,290,461,677$1,995,695,543-$294,766,135-12.87%
Invesco Ltd.0.17%20,595,431$2,130,597,379$1,858,737,648-$271,859,731-12.76%
Morgan Stanley0.10%18,606,028$1,924,793,937$1,679,194,027-$245,599,910-12.76%
Norges Bank0.19%18,038,922$1,866,126,481$1,628,012,711-$238,113,771-12.76%
Capital International Investors0.33%15,387,600$1,591,868,430$1,388,730,900-$203,137,530-12.76%
Goldman Sachs Group Inc0.15%13,411,807$1,387,451,459$1,210,415,582-$177,035,877-12.76%
Charles Schwab Investment Management Inc0.18%13,259,314$1,371,677,011$1,196,653,089-$175,023,923-12.76%
Davis Selected Advisers5.27%11,865,916$1,227,594,458$1,070,898,919-$156,695,539-12.76%
Northern Trust Corp0.14%11,471,830$1,186,760,815$1,035,332,658-$151,428,158-12.76%
Banque Cantonale Vaudoise0.16%11,471$1,186,000,000$1,035,258-$1,184,964,742-99.91%
Legal & General Group Plc0.20%9,172,999$948,946,746$827,863,160-$121,083,586-12.76%
Bank Of New York Mellon Corp0.15%9,013,571$932,453,862$813,474,783-$118,979,079-12.76%
Clearbridge Investments, Llc0.73%8,536,952$883,116,767$770,459,918-$112,656,849-12.76%
Pzena Investment ManagementRichard Pzena2.59%10,296,903$882,341,618$929,295,496+$46,953,878+5.32%
Royal Bank Of Canada0.15%8,511,113$880,475,000$768,127,948-$112,347,052-12.76%
Gqg Partners Llc1.53%7,955,411$822,989,370$717,975,843-$105,013,527-12.76%
Ameriprise Financial Inc0.17%7,943,034$821,911,618$716,858,819-$105,052,800-12.78%
Dimensional Fund Advisors Lp0.14%7,381,983$763,688,490$666,223,966-$97,464,524-12.76%
Vanguard Fiduciary Trust Co0.16%7,165,229$741,242,940$646,661,917-$94,581,023-12.76%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.12%8,298,098$595,969,397$748,903,345+$152,933,948+25.66%
Nuveen, Llc0.13%5,265,836$544,750,652$475,241,699-$69,508,953-12.76%
Ubs Group Ag0.09%5,261,161$544,267,107$474,819,780-$69,447,327-12.76%
Arrowstreet Capital, Limited Partnership0.23%5,069,263$524,415,257$457,500,986-$66,914,271-12.76%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main0.40%4,942,871$511,339,969$446,094,108-$65,245,861-12.76%
Glenview Capital Management, Llc9.97%4,824,799$499,125,457$435,438,110-$63,687,347-12.76%
Citadel Advisors Llc0.29%4,812,530$497,856,229$434,330,833-$63,525,397-12.76%
Lsv Asset Management0.87%4,635,285$479,520,000$418,334,471-$61,185,529-12.76%
Deutsche Bank Ag\0.14%4,510,716$466,633,571$407,092,119-$59,541,452-12.76%
Raymond James Financial Inc0.12%4,348,680$449,870,951$392,468,370-$57,402,581-12.76%
Allianz Asset Management Gmbh0.36%3,781,975$391,245,314$341,323,244-$49,922,070-12.76%
Wells Fargo & Company/Mn0.07%3,682,178$380,921,357$332,316,565-$48,604,793-12.76%
Viking Global InvestorsOle Andreas Halvorsen1.08%3,663,361$378,974,695$330,618,330-$48,356,365-12.76%
Swiss National Bank0.19%3,588,160$371,195,152$323,831,440-$47,363,712-12.76%
National Pension Service0.23%3,404,216$352,166,145$307,230,494-$44,935,651-12.76%
Assenagon Asset Management S.A.0.33%3,812,575$326,699,552$344,084,894+$17,385,342+5.32%
Mitsubishi Ufj Asset Management Co., Ltd.0.18%3,118,927$322,653,390$281,483,162-$41,170,228-12.76%
Russell Investments Group, Ltd.0.27%3,022,292$312,682,898$272,761,853-$39,921,045-12.77%
Holocene Advisors, Lp0.71%3,001,684$310,524,210$270,901,981-$39,622,229-12.76%
Showing 50 of 1,995

Frequently asked questions about CVS

  • Who are the largest institutional holders of CVS?

    The largest institutional holders of CVS reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Capital World Investors, State Street Corp, and Dodge & Cox Stock Fund. InsiderSet ranks institutional holders by their latest reported CVS position.

  • What is CVS institutional ownership?

    This page tracks CVS positions reported by institutional investment managers through SEC Form 13F. CVS HEALTH CORP (CVS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CVS?

    InsiderSet currently tracks 1,995 institutional managers reporting CVS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CVS shareholders.

  • How much CVS stock do institutions own?

    Institutional investment managers disclosed approximately $114.55B in CVS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CVS institutional ownership last updated?

    The latest CVS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CVS holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CVS position after the reporting date.

  • Are institutions buying or selling CVS?

    Institutional buying and selling can be analyzed by comparing CVS positions across consecutive 13F reporting periods. InsiderSet's CVS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVS ownership changes.

  • How has CVS institutional ownership changed over time?

    InsiderSet tracks CVS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.