CVS Health Ownership | Who Owns CVS Health?
CVS Health Ownership Summary
CVS Health is owned by 84.12% institutional investors, 1.07% insiders, and 14.81% retail investors. Vanguard group is the largest institutional shareholder, holding 9.32% of CVS shares. Dodge & Cox Stock I is the top mutual fund, with 3.82% of its assets in CVS Health shares.
CVS Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CVS Health | 84.12% | 1.07% | 14.81% |
Sector | Healthcare Stocks | 279.19% | 10.62% | -189.81% |
Industry | Healthcare Plans Stocks | 54.11% | 2.39% | 43.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 117.37M | 9.32% | $5.27B |
Blackrock funding, inc. /de | 105.97M | 8.42% | $4.76B |
Blackrock | 100.15M | 7.95% | $5.91B |
Dodge & cox | 70.11M | 5.57% | $3.15B |
Capital world investors | 61.04M | 4.85% | $2.74B |
State street | 56.95M | 4.52% | $2.56B |
Fmr | 28.13M | 2.23% | $1.26B |
Geode capital management | 27.05M | 2.15% | $1.21B |
Capital investors | 26.67M | 2.12% | $1.20B |
Morgan stanley | 22.86M | 1.81% | $1.35B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Glenview capital management | 11.95M | 13.56% | $536.29M |
Solel partners lp | 1.42M | 12.52% | $63.94M |
Fairfax financial ltd/ can | 2.71M | 7.82% | $121.74M |
Biechele royce advisors | 274.35K | 5.47% | $16.20M |
Kiltearn partners llp | 648.37K | 4.81% | $29.11M |
Patrick mauro investment advisor | 119.46K | 4.09% | $7.06M |
Colrain capital | 86.35K | 3.80% | $3.88M |
Arga investment management, lp | 2.40M | 3.52% | $107.87M |
Sector gamma as | 217.00K | 3.35% | $9.74M |
Poplar forest capital | 384.14K | 3.17% | $17.24M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 18.70M | 0.11% | 18.70M |
Blackrock | 100.15M | 0.13% | 13.05M |
Capital world investors | 61.04M | 0.42% | 12.82M |
Davis selected advisers | 11.39M | 2.97% | 11.02M |
Dodge & cox | 70.11M | 1.83% | 7.08M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Morgan stanley | 22.86M | 0.10% | -6.18M |
Goldman sachs group | 5.34M | 0.04% | -4.36M |
Capital research global investors | 2.51M | 0.02% | -3.14M |
Sachem head capital management lp | 625.00K | 1.55% | -2.90M |
Arrowstreet capital, limited partnership | 183.15K | 0.01% | -2.87M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 18.70M | 0.11% | 18.70M | $839.57M |
Fairfax financial ltd/ can | 2.71M | 7.82% | 2.71M | $121.74M |
Raymond james financial | 2.58M | 0.04% | 2.58M | $116.03M |
Select equity group | 1.50M | 0.35% | 1.50M | $88.59M |
Long focus capital management | 1.14M | 1.66% | 1.14M | $51.22M |
Sold Out
Holder | Change |
---|---|
Bok financial private wealth | -3.00 |
New millennium group | -7.00 |
Western pacific wealth management, lp | -7.00 |
Dagco | -9.00 |
Contravisory investment management | -12.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 1,795 | 3.52% | 1,060,810,026 | 1.54% | 84 | 1.22% | 807 | 35.40% | 735 | -19.67% |
Dec 31, 2024 | 1,664 | -12.10% | 1,041,565,176 | 3.78% | 82 | 1.30% | 558 | -12.40% | 887 | -11.12% |
Sep 30, 2024 | 1,864 | -4.70% | 1,002,450,062 | -2.15% | 79 | 1.20% | 630 | -9.09% | 979 | -4.58% |
Jun 30, 2024 | 1,916 | -13.30% | 1,020,480,698 | 3.10% | 80 | 1.31% | 672 | -25.33% | 1,012 | -1.46% |
Mar 31, 2024 | 2,210 | -4.04% | 989,782,100 | -2.59% | 78 | 1.26% | 900 | -7.41% | 1,027 | -4.02% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Dodge & Cox Stock I | 48.22M | 3.82% | 2.18M |
Vanguard Total Stock Mkt Idx Inv | 40.45M | 3.20% | 606.43K |
Vanguard US Total Market Shares ETF | 39.87M | 3.16% | 130.50K |
Vanguard Institutional 500 Index Trust | 35.61M | 2.81% | 568.69K |
American Funds Washington Mutual A | 30.67M | 2.43% | 1.23M |
Capital Group Wash Mutual Invtrs Comp | 30.67M | 2.43% | 1.23M |
American Funds Income Fund of Amer A | 21.45M | 1.70% | 2.53M |
American Funds American Balanced A | 20.85M | 1.65% | 416.01K |
Fidelity 500 Index | 15.82M | 1.25% | 57.19K |
SPDR® S&P 500 ETF | 15.65M | 1.24% | -228.94K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 05, 2025 | SANSONE GUY P | - | Buy | $100.01K |
May 02, 2025 | ROBBINS LARRY | - | Sell | $113.19M |
May 02, 2025 | ROBBINS LARRY | - | Sell | $26.04M |
May 02, 2025 | ROBBINS LARRY | - | Sell | $15.22M |
May 05, 2025 | ROBBINS LARRY | - | Sell | $82.65M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | - | 6 |
2025 Q1 | 1 | 1 |
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | 2 | - |
CVS Ownership FAQ
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