CVS Health Ownership | Who Owns CVS Health?


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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


TypeName% Inst% Insiders% Retail
StockCVS Health84.12%1.07%14.81%
SectorHealthcare Stocks 279.19%10.62%-189.81%
IndustryHealthcare Plans Stocks54.11%2.39%43.49%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group117.37M9.32%$5.27B
Blackrock funding, inc. /de105.97M8.42%$4.76B
Blackrock100.15M7.95%$5.91B
Dodge & cox70.11M5.57%$3.15B
Capital world investors61.04M4.85%$2.74B
State street56.95M4.52%$2.56B
Fmr28.13M2.23%$1.26B
Geode capital management27.05M2.15%$1.21B
Capital investors26.67M2.12%$1.20B
Morgan stanley22.86M1.81%$1.35B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Glenview capital management11.95M13.56%$536.29M
Solel partners lp1.42M12.52%$63.94M
Fairfax financial ltd/ can2.71M7.82%$121.74M
Biechele royce advisors274.35K5.47%$16.20M
Kiltearn partners llp648.37K4.81%$29.11M
Patrick mauro investment advisor119.46K4.09%$7.06M
Colrain capital86.35K3.80%$3.88M
Arga investment management, lp2.40M3.52%$107.87M
Sector gamma as217.00K3.35%$9.74M
Poplar forest capital384.14K3.17%$17.24M

Top Buyers

HolderShares% AssetsChange
Norges bank18.70M0.11%18.70M
Blackrock100.15M0.13%13.05M
Capital world investors61.04M0.42%12.82M
Davis selected advisers11.39M2.97%11.02M
Dodge & cox70.11M1.83%7.08M

Top Sellers

HolderShares% AssetsChange
Morgan stanley22.86M0.10%-6.18M
Goldman sachs group5.34M0.04%-4.36M
Capital research global investors2.51M0.02%-3.14M
Sachem head capital management lp625.00K1.55%-2.90M
Arrowstreet capital, limited partnership183.15K0.01%-2.87M

New Positions

HolderShares% AssetsChangeValue
Norges bank18.70M0.11%18.70M$839.57M
Fairfax financial ltd/ can2.71M7.82%2.71M$121.74M
Raymond james financial2.58M0.04%2.58M$116.03M
Select equity group1.50M0.35%1.50M$88.59M
Long focus capital management1.14M1.66%1.14M$51.22M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251,7953.52%1,060,810,0261.54%841.22%80735.40%735-19.67%
Dec 31, 20241,664-12.10%1,041,565,1763.78%821.30%558-12.40%887-11.12%
Sep 30, 20241,864-4.70%1,002,450,062-2.15%791.20%630-9.09%979-4.58%
Jun 30, 20241,916-13.30%1,020,480,6983.10%801.31%672-25.33%1,012-1.46%
Mar 31, 20242,210-4.04%989,782,100-2.59%781.26%900-7.41%1,027-4.02%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I48.22M3.82%2.18M
Vanguard Total Stock Mkt Idx Inv40.45M3.20%606.43K
Vanguard US Total Market Shares ETF39.87M3.16%130.50K
Vanguard Institutional 500 Index Trust35.61M2.81%568.69K
American Funds Washington Mutual A30.67M2.43%1.23M
Capital Group Wash Mutual Invtrs Comp30.67M2.43%1.23M
American Funds Income Fund of Amer A21.45M1.70%2.53M
American Funds American Balanced A20.85M1.65%416.01K
Fidelity 500 Index15.82M1.25%57.19K
SPDR® S&P 500 ETF15.65M1.24%-228.94K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 05, 2025SANSONE GUY P-Buy$100.01K
May 02, 2025ROBBINS LARRY-Sell$113.19M
May 02, 2025ROBBINS LARRY-Sell$26.04M
May 02, 2025ROBBINS LARRY-Sell$15.22M
May 05, 2025ROBBINS LARRY-Sell$82.65M

Insider Transactions Trends


DateBuySell
2025 Q2-6
2025 Q111
2024 Q4--
2024 Q3--
2024 Q22-

CVS Ownership FAQ


Who Owns CVS Health?

CVS Health shareholders are primarily institutional investors at 84.12%, followed by 1.07% insiders and 14.81% retail investors. The average institutional ownership in CVS Health's industry, Healthcare Plans Stocks, is 54.11%, which CVS Health exceeds.

Who owns the most shares of CVS Health?

CVS Health’s largest shareholders are Vanguard group (117.37M shares, 9.32%), Blackrock funding, inc. /de (105.97M shares, 8.42%), and Blackrock (100.15M shares, 7.95%). Together, they hold 25.69% 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 13.56% of its assets in 11.95M CVS Health shares, valued at 536.29M$.

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 3.82% of its total shares outstanding invested in 48.22M CVS Health shares.

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