CVS Health Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 125.92 M | $9.04 B | 4.07% | 9.94% |
| 05/15/2026 | 82.65 M | $5.94 B | 100.00% | 6.52% | |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 77.25 M | $5.55 B | 14.17% | 6.10% |
| STATE STREET CORP | 05/15/2026 | 59.32 M | $4.26 B | -1.43% | 4.68% |
| DODGE & COX | 05/14/2026 | 51.78 M | $3.72 B | -17.17% | 4.09% |
| FMR LLC | 05/15/2026 | 31.20 M | $2.24 B | -23.94% | 2.46% |
| JPMORGAN CHASE & CO | 05/13/2026 | 29.53 M | $2.07 B | -5.37% | 2.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 29.46 M | $2.11 B | 1.44% | 2.33% |
| 05/08/2026 | 26.00 M | $1.87 B | 100.00% | 2.05% | |
| INVESCO LTD. | 05/12/2026 | 25.14 M | $1.81 B | 4.66% | 1.98% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 23.78 M | $1.71 B | 44.63% | 1.88% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 22.57 M | $1.62 B | 21.56% | 1.78% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 20.01 M | $1.44 B | 66.17% | 1.58% |
| MORGAN STANLEY | 05/15/2026 | 17.83 M | $1.28 B | -12.51% | 1.41% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 15.39 M | $1.11 B | -44.22% | 1.21% |
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 13.77 M | $989.18 M | -11.61% | 1.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 13.67 M | $983.19 M | -1.32% | 1.08% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 12.64 M | $907.79 M | 53.72% | 1.00% |
| DAVIS SELECTED ADVISERS | 05/07/2026 | 12.24 M | $879.05 M | -4.08% | 0.97% |
| NORTHERN TRUST CORP | 05/14/2026 | 11.64 M | $836.10 M | -1.61% | 0.92% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 9.52 M | $683.42 M | 2.22% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 9.35 M | $671.66 M | -0.72% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 9.03 M | $648.55 M | -0.88% | 0.71% |
| ROYAL BANK OF CANADA | 05/15/2026 | 8.98 M | $645.28 M | -2.99% | 0.71% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 8.95 M | $643.11 M | 11.22% | 0.71% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 8.77 M | $630.17 M | -0.19% | 0.69% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 8.30 M | $595.97 M | -0.17% | 0.65% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 05/15/2026 | 8.20 M | $588.69 M | 0.00% | 0.65% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 8.11 M | $582.53 M | 18.13% | 0.64% |
| AMUNDI | 05/18/2026 | 7.37 M | $529.38 M | 26.47% | 0.58% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 7.20 M | $516.80 M | 2.97% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 7.16 M | $514.15 M | 100.00% | 0.57% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 6.24 M | $448.27 M | 65.91% | 0.49% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 6.22 M | $446.70 M | 43.98% | 0.49% |
| UBS GROUP AG | 05/05/2026 | 6.13 M | $440.28 M | -7.53% | 0.48% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.43 M | $389.84 M | 50.72% | 0.43% |
| NUVEEN, LLC | 04/30/2026 | 5.28 M | $379.42 M | 1.80% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 4.92 M | $353.14 M | -15.49% | 0.39% |
| PACER ADVISORS, INC. | 06/18/2026 | 4.85 M | $347.98 M | 3,561.22% | 0.38% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2026 | 4.82 M | $345.87 M | -48.61% | 0.38% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 4.61 M | $330.77 M | -1.31% | 0.36% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 4.50 M | $323.44 M | -0.82% | 0.36% |
| HOLOCENE ADVISORS, LP | 05/15/2026 | 4.48 M | $321.76 M | 12.88% | 0.35% |
| NORDEA INVESTMENT MANAGEMENT AB | 05/13/2026 | 4.11 M | $290.76 M | -0.34% | 0.32% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 4.08 M | $293.27 M | 9.69% | 0.32% |
| SWISS NATIONAL BANK | 05/07/2026 | 3.73 M | $267.56 M | 7.19% | 0.29% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 3.54 M | $254.02 M | -2.21% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.46 M | $248.18 M | 0.42% | 0.27% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 3.42 M | $245.60 M | 2.97% | 0.27% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.89 M | $207.83 M | 100.00% | 0.23% |
CVS Health Corp institutional Ownership - FAQ's
During the previous two years, 2942 institutional investors and hedge funds held shares of CVS Health Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 125.92 M
Capital World Investors: 77.25 M
STATE STREET CORP: 59.32 M
DODGE & COX: 51.78 M
FMR LLC: 31.2 M
JPMORGAN CHASE & CO: 29.53 M
87.15% of CVS Health Corp stock is owned by institutional investors.
Institutional investors have bought a total of 1.46 B shares in the last 24 months. This purchase volume represents approximately $114.23 B in transactions.