CVS Health Ownership | Who Owns CVS Health?


CVS Health Ownership Summary


CVS Health is owned by 79.62% institutional investors, 0.12% insiders, and 20.26% retail investors. Vanguard group is the largest institutional shareholder, holding 9.23% of CVS shares. Dodge & Cox Stock I is the top mutual fund, with 3.35% of its assets in CVS Health shares.

CVS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCVS Health79.62%0.12%20.26%
SectorHealthcare Stocks 87.31%8.86%3.83%
IndustryHealthcare Plans Stocks79.49%1.73%18.78%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group116.35M9.23%$6.87B
Blackrock100.15M7.95%$5.91B
Dodge & cox61.68M4.90%$3.64B
Capital world investors56.02M4.45%$3.31B
State street54.54M4.33%$3.22B
Capital research global investors35.46M2.81%$2.09B
Fmr29.37M2.33%$1.73B
Geode capital management25.90M2.06%$1.53B
Morgan stanley22.86M1.81%$1.35B
Capital investors20.74M1.65%$1.22B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Glenview capital management9.16M10.65%$541.13M
Sachem head capital management lp2.45M7.19%$144.70M
Kiltearn partners llp791.67K5.67%$46.76M
Biechele royce advisors274.35K5.47%$16.20M
Sector gamma as220.00K4.85%$12.99M
Solel partners lp503.40K4.84%$29.73M
Portland investment counsel196.60K4.18%$11.61M
Patrick mauro investment advisor119.46K4.09%$7.06M
Srb1.13M3.96%$66.84M
Gibraltar capital management136.75K3.65%$8.08M

Top Buyers

HolderShares% AssetsChange
Capital research global investors35.46M0.46%22.31M
Dodge & cox61.68M2.19%20.67M
Norges bank14.90M0.13%14.90M
Blackrock100.15M0.13%13.05M
Capital world investors56.02M0.54%12.25M

Top Sellers

HolderShares% AssetsChange
Capital investors20.74M0.25%-17.18M
Morgan stanley22.86M0.10%-6.18M
Pacer advisors617.16K0.08%-5.50M
Fmr29.37M0.11%-5.05M
Lazard asset management3.73M0.28%-2.97M

New Positions

HolderShares% AssetsChangeValue
Norges bank14.90M0.13%14.90M$880.06M
Sachem head capital management lp2.45M7.19%2.45M$144.70M
Select equity group1.50M0.35%1.50M$88.59M
Camber capital management lp1.50M2.45%1.50M$88.59M
Sound shore management inc /ct/1.17M2.30%1.17M$68.85M

Sold Out

HolderChange
Western pacific wealth management, lp-7.00
New millennium group-7.00
Tfo-tdc-13.00
Quest partners-16.00
Financial gravity asset management-25.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 20232,3037.07%1,016,089,5811.90%781.31%97210.83%1,0706.15%
Sep 30, 20232,151-4.53%997,158,1790.30%771.29%877-17.58%1,00810.77%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I42.18M3.35%946.20K
Vanguard Total Stock Mkt Idx Inv39.55M3.14%-176.54K
Vanguard Institutional 500 Index Trust33.82M2.69%476.47K
American Funds Washington Mutual A24.07M1.91%-438.40K
Capital Group Wash Mutual Invtrs Comp24.07M1.91%-438.40K
American Funds Income Fund of Amer A16.60M1.32%-6.64M
American Funds American Balanced A15.69M1.25%158.04K
SPDR® S&P 500® ETF Trust15.51M1.23%91.88K
Fidelity 500 Index15.44M1.23%-25.37K
iShares Core S&P 500 ETF14.22M1.13%-

Recent Insider Transactions


DateNameRoleActivityValue
May 02, 2024LUDWIG EDWARD J-Buy$53.88K
May 02, 2024Mahoney Michael F-Buy$500.29K
Feb 16, 2024Shah Prem S EVP and Pres-Pharm, Consumer WSell$2.27M
Nov 03, 2023LUDWIG EDWARD J-Buy$140.93K
Aug 03, 2023Clark James David SVP, Cont & Chief Acct OfficerSell$196.79K

Insider Transactions Trends


DateBuySell
2024 Q22-
2024 Q1-1
2023 Q41-
2023 Q3-2
2023 Q21-

CVS Ownership FAQ


Who Owns CVS Health?

CVS Health shareholders are primarily institutional investors at 79.62%, followed by 0.12% insiders and 20.26% retail investors. The average institutional ownership in CVS Health's industry, Healthcare Plans Stocks, is 79.49%, which CVS Health exceeds.

Who owns the most shares of CVS Health?

CVS Health’s largest shareholders are Vanguard group (116.35M shares, 9.23%), Blackrock (100.15M shares, 7.95%), and Dodge & cox (61.68M shares, 4.90%). Together, they hold 22.08% 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 10.65% of its assets in 9.16M CVS Health shares, valued at 541.13M$.

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 3.35% of its total shares outstanding invested in 42.18M CVS Health shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools