CVS Health Ownership | Who Owns CVS Health?
CVS Health Ownership Summary
CVS Health is owned by 86.49% institutional investors, 1.07% insiders, and 12.44% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.47% of CVS shares. Dodge & Cox Stock I is the top mutual fund, with 3.81% of its assets in CVS Health shares.
CVS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CVS Health | 86.49% | 1.07% | 12.44% |
| Sector | Healthcare Stocks | 492.67% | 11.09% | -403.76% |
| Industry | Healthcare Plans Stocks | 82.98% | 1.82% | 15.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 119.84M | 9.47% | $9.03B |
| Vanguard group | 118.89M | 9.39% | $8.96B |
| Blackrock | 100.15M | 7.95% | $5.91B |
| Dodge & cox | 73.18M | 5.78% | $5.52B |
| Capital world investors | 68.38M | 5.40% | $5.16B |
| State street | 56.95M | 4.52% | $2.56B |
| Fmr | 43.34M | 3.42% | $3.27B |
| Jpmorgan chase | 35.28M | 2.79% | $2.66B |
| Geode capital management | 28.99M | 2.29% | $2.18B |
| Capital investors | 26.69M | 2.11% | $2.01B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Glenview capital management | 8.20M | 15.84% | $565.42M |
| Ctf capital management, lp | 357.00K | 12.56% | $26.91M |
| Solel partners lp | 1.42M | 12.52% | $63.94M |
| Fairfax financial ltd/ can | 2.71M | 9.90% | $204.38M |
| Kiltearn partners llp | 530.17K | 8.01% | $39.97M |
| Camber capital management lp | 1.05M | 6.80% | $72.43M |
| Sachem head capital management lp | 3.02M | 6.50% | $208.32M |
| Strategic planning | 144.45K | 6.30% | $10.89M |
| Colrain capital | 131.21K | 5.63% | $9.89M |
| Edgar lomax co/va | 933.57K | 5.51% | $70.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 18.70M | 0.11% | 18.70M |
| Blackrock | 100.15M | 0.13% | 13.05M |
| Jpmorgan chase | 35.28M | 0.16% | 8.40M |
| Susquehanna group, llp | 4.04M | 0.03% | 2.73M |
| Capital research global investors | 11.47M | 0.16% | 2.25M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 22.86M | 0.10% | -6.18M |
| Harris associates l p | 844.05K | 0.09% | -5.15M |
| Goldman sachs group | 5.34M | 0.04% | -4.36M |
| Glenview capital management | 8.20M | 15.84% | -3.75M |
| Holocene advisors, lp | 2.37M | 0.40% | -3.55M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 18.70M | 0.11% | 18.70M | $839.57M |
| Select equity group | 1.50M | 0.35% | 1.50M | $88.59M |
| Engineers gate manager lp | 734.08K | 0.57% | 734.08K | $32.95M |
| Andra ap-fonden | 370.80K | 0.36% | 370.80K | $27.95M |
| Interval partners, lp | 357.09K | 0.42% | 357.09K | $24.63M |
Sold Out
| Holder | Change |
|---|---|
| Wiser advisor group | -1.00 |
| Kessler investment group | -2.00 |
| Bok financial private wealth | -3.00 |
| Goalvest advisory | -6.00 |
| Bellwether advisors | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 48.22M | 3.81% | - |
| Vanguard US Total Market Shares ETF | 39.87M | 3.16% | 130.50K |
| Vanguard Total Stock Mkt Idx Inv | 39.75M | 3.13% | -923.65K |
| Vanguard Institutional 500 Index Trust | 35.86M | 2.83% | 250.13K |
| Vanguard 500 Index Investor | 31.31M | 2.47% | -4.59M |
| American Funds Washington Mutual A | 30.67M | 2.42% | - |
| Capital Group Wash Mutual Invtrs Comp | 30.67M | 2.42% | - |
| American Funds Income Fund of Amer A | 22.03M | 1.74% | 575.05K |
| American Funds American Balanced A | 18.35M | 1.45% | -2.50M |
| Fidelity 500 Index | 16.04M | 1.26% | 6.89K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 09, 2024 | CAPOZZI HEIDI B | EVP and Chief People Officer | Buy | $1.98K |
| 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 |
| Aug 20, 2025 | Finucane Anne A. | - | Sell | $532.65K |
| Jun 05, 2025 | SANSONE GUY P | - | Buy | $100.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | 1 | 6 |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
CVS Ownership FAQ
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