CVS Health Ownership | Who Owns CVS Health?

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CVS Health Ownership Summary

CVS Health is owned by 76.29% institutional investors, 1.06% insiders, and 22.65% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.55% of CVS shares. Dodge & Cox Stock I is the top mutual fund, with 3.29% of its assets in CVS Health shares.

CVS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CVS Health	76.29%	1.06%	22.65%
Sector	Healthcare Stocks	232.20%	10.74%	-142.94%
Industry	Healthcare Plans Stocks	49.50%	1.63%	48.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	120.99M	9.55%	$9.60B
Vanguard group	120.71M	9.51%	$9.58B
Blackrock	100.15M	7.95%	$5.91B
Dodge & cox	73.18M	5.78%	$5.52B
Capital world investors	67.66M	5.34%	$5.37B
State street	58.94M	4.66%	$4.44B
Fmr	43.34M	3.42%	$3.27B
Jpmorgan chase	31.20M	2.46%	$2.48B
Geode capital management	29.04M	2.29%	$2.29B
Capital investors	27.59M	2.18%	$2.19B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Glenview capital management	8.20M	13.76%	$617.96M
Ctf capital management, lp	357.00K	12.56%	$26.91M
Solel partners lp	713.70K	10.35%	$53.81M
8 knots management	1.17M	10.02%	$88.57M
Fairfax financial ltd/ can	2.71M	9.90%	$204.38M
Iron triangle partners lp	797.90K	8.55%	$60.15M
Kiltearn partners llp	530.17K	8.01%	$39.97M
Camber capital management lp	1.05M	6.80%	$72.43M
Sachem head capital management lp	3.15M	6.71%	$237.48M
Strategic planning	144.45K	6.30%	$10.89M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	21.00M	0.18%	21.00M
Blackrock	100.15M	0.13%	13.05M
Wellington management group llp	6.33M	0.08%	5.04M
Amundi	7.45M	0.18%	3.64M
Susquehanna group, llp	4.04M	0.03%	2.73M

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	31.20M	0.16%	-4.07M
Franklin resources	3.76M	0.07%	-3.44M
Hotchkis & wiley capital management	2.88M	0.67%	-2.66M
D. e. shaw	1.18M	0.04%	-2.58M
Fmr	43.34M	0.17%	-2.27M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	21.00M	0.18%	21.00M	$1.67B
Hamlin capital management	2.03M	3.86%	2.03M	$160.84M
Select equity group	1.50M	0.35%	1.50M	$88.59M
Axa investment managers	541.48K	0.11%	541.48K	$40.82M
Braidwell lp	438.60K	0.98%	438.60K	$33.07M

Sold Out

Holder	Change
Wiser advisor group	-1.00
Kessler investment group	-2.00
Family legacy financial solutions	-3.00
Bok financial private wealth	-3.00
Bellwether advisors	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	1,746	-8.73%	968,142,435	-11.38%	76	1.02%	810	-7.32%	653	-10.55%
Sep 30, 2025	1,856	0.98%	1,089,145,670	-0.60%	86	1.15%	850	4.55%	703	-4.87%
Jun 30, 2025	1,794	-1.37%	1,094,963,882	2.91%	86	1.21%	794	-3.29%	720	-3.23%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	41.85M	3.29%	-6.37M
Vanguard US Total Market Shares ETF	39.87M	3.16%	130.50K
Vanguard Total Stock Mkt Idx Inv	39.96M	3.14%	85.75K
Vanguard Institutional 500 Index Trust	35.86M	2.83%	250.13K
Vanguard 500 Index Investor	32.34M	2.54%	201.87K
American Funds Washington Mutual A	30.67M	2.41%	-
Capital Group Wash Mutual Invtrs Comp	30.67M	2.41%	-
American Funds Income Fund of Amer A	23.69M	1.86%	629.29K
American Funds American Balanced A	18.52M	1.46%	-
iShares Core S&P 500 ETF	16.17M	1.27%	3.09M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 23, 2025	Nelson Steven H	EVP and President, Aetna	Buy	$1.29K
Oct 23, 2024	CAPOZZI HEIDI B	EVP and Chief People Officer	Buy	$1.99K
Oct 02, 2024	CAPOZZI HEIDI B	EVP and Chief People Officer	Buy	$622.40
Sep 09, 2024	CAPOZZI HEIDI B	EVP and Chief People Officer	Buy	$1.98K
Aug 20, 2025	Finucane Anne A.	-	Sell	$532.65K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2025 Q3	-	1
2025 Q2	1	6
2025 Q1	1	1
2024 Q4	-	-

CVS Ownership FAQ

Who Owns CVS Health?

CVS Health shareholders are primarily institutional investors at 76.29%, followed by 1.06% insiders and 22.65% retail investors. The average institutional ownership in CVS Health's industry, Healthcare Plans Stocks, is 49.50%, which CVS Health exceeds.

Who owns the most shares of CVS Health?

CVS Health’s largest shareholders are Blackrock funding, inc. /de (120.99M shares, 9.55%), Vanguard group (120.71M shares, 9.51%), and Blackrock (100.15M shares, 7.95%). Together, they hold 27.01% of CVS Health’s total shares outstanding.

Does Blackrock own CVS Health?

Yes, BlackRock owns 7.95% of CVS Health, totaling 100.15M shares as of Jun 2024. This represents 0.13% of BlackRock's total assets, with a market value of 5.91B$. In the last quarter, BlackRock increased its holdings by 13.05M shares, a 14.98% change.

Who is CVS Health’s biggest shareholder by percentage of total assets invested?

Glenview capital management is CVS Health’s biggest shareholder by percentage of total assets invested, with 13.76% of its assets in 8.2M CVS Health shares, valued at 617.96M$.

Who is the top mutual fund holder of CVS Health shares?

Dodge & Cox Stock I is the top mutual fund holder of CVS Health shares, with 3.29% of its total shares outstanding invested in 41.85M CVS Health shares.

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