CVS Health Ownership | Who Owns CVS Health?

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CVS Health Ownership Summary

CVS Health is owned by 82.73% institutional investors, 0.35% insiders, and 16.92% 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 3.66% of its assets in CVS Health shares.

CVS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CVS Health	82.73%	0.35%	16.92%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Healthcare Plans Stocks	61.95%	1.90%	36.15%

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
Drexel morgan	600.16K	5.56%	$26.94M
Biechele royce advisors	274.35K	5.47%	$16.20M
Kiltearn partners llp	648.37K	4.81%	$29.11M
Kadensa capital	800.00K	4.36%	$35.91M
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

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
Twinbeech capital lp	1.38M	1.06%	1.38M	$62.07M

Sold Out

Holder	Change
Western pacific wealth management, lp	-7.00
New millennium group	-7.00
Dagco	-9.00
Contravisory investment management	-12.00
Tfo-tdc	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	2,303	7.07%	1,016,089,581	1.90%	78	1.31%	972	10.83%	1,070	6.15%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	46.04M	3.66%	3.86M
Vanguard US Total Market Shares ETF	39.87M	3.16%	130.50K
Vanguard Total Stock Mkt Idx Inv	39.69M	3.15%	131.33K
Vanguard Institutional 500 Index Trust	34.90M	2.77%	238.38K
American Funds Washington Mutual A	29.44M	2.34%	5.36M
Capital Group Wash Mutual Invtrs Comp	29.44M	2.34%	5.36M
American Funds American Balanced A	20.43M	1.62%	4.74M
American Funds Income Fund of Amer A	18.92M	1.50%	2.33M
Fidelity 500 Index	15.76M	1.25%	70.19K
SPDR® S&P 500 ETF	15.65M	1.24%	-228.94K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 05, 2025	Clark James David	SVP, Cont & Chief Acct Officer	Sell	$498.49K
Feb 18, 2025	Mahoney Michael F	-	Buy	$2.00M
May 02, 2024	LUDWIG EDWARD J	-	Buy	$53.88K
May 02, 2024	Mahoney Michael F	-	Buy	$500.29K
Feb 16, 2024	Shah Prem S	EVP and Pres-Pharm, Consumer W	Sell	$2.27M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	1	1
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	2	-

CVS Ownership FAQ

Who Owns CVS Health?

CVS Health shareholders are primarily institutional investors at 82.73%, followed by 0.35% insiders and 16.92% retail investors. The average institutional ownership in CVS Health's industry, Healthcare Plans Stocks, is 61.95%, 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 3.66% of its total shares outstanding invested in 46.04M CVS Health shares.

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