CVS Health Corp (CVS) Ownership

79.42 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of CVS Health Corp (CVS), owning a total of 122.7 million shares. Combined, the top 33 institutional holders of CVS own 71.95% of the company with a total of 0.9 billion shares.

In the latest ownership report on June 30th 2025, the top 33 institutional holders increased their combined ownership of CVS by 24.7 million shares. 13 institutions bought 38,636,618 total additional shares and increased their ownership by an average of 9.28%. However 7 institutions sold 13,907,321 total shares and decreased their ownership by an average of 10.42%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CVS Health Corp increased by a net total of 24,729,297 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.673%	8.964%	122,686,680	10,093,204	2025-06-30
Vanguard Group Inc	9.493%	1.744%	120,399,131	2,063,737	2025-06-30
Dodge & Cox	5.778%	-0.232%	73,288,766	-170,356	2025-06-30
Capital World Investors	5.280%	-2.099%	66,962,583	-1,435,822	2025-06-30
State Street Corp	4.635%	1.380%	58,788,585	800,414	2025-06-30
FMR Inc	3.596%	47.637%	45,610,230	14,716,719	2025-06-30
Geode Capital Management, LLC	2.258%	2.417%	28,635,233	675,824	2025-06-30
JPMorgan Chase & Co	2.119%	14.681%	26,876,981	3,440,623	2025-06-30
Capital Research & Mgmt Co - Division 3	2.081%	0.772%	26,389,704	202,046	2025-06-30
Amvescap Plc.	1.855%	15.277%	23,532,479	3,118,626	2025-06-30
NORGES BANK	1.553%	5.315%	19,696,987	994,059	2025-06-30
Morgan Stanley - Brokerage Accounts	1.365%	-3.443%	17,316,165	-617,464	2025-06-30
Pzena Investment Management, LLC	1.320%	-5.291%	16,746,853	-935,521	2025-06-30
T. Rowe Price Associates, Inc.	1.310%	8.517%	16,613,144	1,303,855	2025-06-30
Charles Schwab Investment Management Inc	1.087%	0.994%	13,783,474	135,601	2025-06-30
Northern Trust Corp	0.960%	-3.023%	12,176,347	-379,611	2025-06-30
Davis Selected Advisers	0.914%	0.327%	11,586,790	37,733	2025-06-30
Bank of America Corp	0.769%	-8.082%	9,758,290	-857,969	2025-06-30
UBS Asset Mgmt Americas Inc	0.739%	12.666%	9,376,999	1,054,177	2025-06-30
Capital Research Global Investors	0.727%	-50.787%	9,215,719	-9,510,578	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.673%	8.964%	122,686,680	10,093,204	2025-06-30
Vanguard Group Inc	9.493%	1.744%	120,399,131	2,063,737	2025-06-30
Dodge & Cox	5.778%	-0.232%	73,288,766	-170,356	2025-06-30
Capital World Investors	5.280%	-2.099%	66,962,583	-1,435,822	2025-06-30
State Street Corp	4.635%	1.380%	58,788,585	800,414	2025-06-30
State Street Corporation	4.372%	-0.360%	55,004,275	-198,849	2024-03-31
FMR Inc	3.596%	47.637%	45,610,230	14,716,719	2025-06-30
Geode Capital Management, LLC	2.258%	2.417%	28,635,233	675,824	2025-06-30
JPMorgan Chase & Co	2.119%	14.681%	26,876,981	3,440,623	2025-06-30
Capital Research & Mgmt Co - Division 3	2.081%	0.772%	26,389,704	202,046	2025-06-30
Amvescap Plc.	1.855%	15.277%	23,532,479	3,118,626	2025-06-30
NORGES BANK	1.553%	5.315%	19,696,987	994,059	2025-06-30
Morgan Stanley - Brokerage Accounts	1.365%	-3.443%	17,316,165	-617,464	2025-06-30
Pzena Investment Management, LLC	1.320%	-5.291%	16,746,853	-935,521	2025-06-30
T. Rowe Price Associates, Inc.	1.310%	8.517%	16,613,144	1,303,855	2025-06-30
OFI Invest Asset Management	1.273%	0.000%	16,348,572	16,348,572	2023-03-31
Charles Schwab Investment Management Inc	1.087%	0.994%	13,783,474	135,601	2025-06-30
Hotchkis & Wiley Capital Management LLC	1.023%	8.767%	12,939,987	1,042,953	2024-12-31
Northern Trust Corp	0.960%	-3.023%	12,176,347	-379,611	2025-06-30
Glenview Capital Management LLC	0.942%	0.000%	11,946,799	0	2025-03-31
Davis Selected Advisers	0.914%	0.327%	11,586,790	37,733	2025-06-30
Ameriprise Financial Inc	0.895%	-24.369%	11,477,059	-3,698,054	2022-12-31
Franklin Resources Inc	0.848%	-17.133%	10,726,578	-2,217,784	2024-12-31
Bank of New York Mellon Corp	0.849%	2.561%	10,678,078	266,650	2023-09-30
Goldman Sachs Group Inc	0.804%	-60.721%	10,107,635	-15,624,937	2024-03-31
Royal Bank of Canada	0.789%	-8.233%	9,982,021	-895,538	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	0.765%	-5.841%	9,841,828	-610,528	2023-06-30
Bank of America Corp	0.769%	-8.082%	9,758,290	-857,969	2025-06-30
Dimensional Fund Advisors, Inc.	0.756%	-4.027%	9,707,504	-407,312	2023-06-30
Legal & General Group PLC	0.740%	1.915%	9,379,160	176,256	2025-03-31
UBS Asset Mgmt Americas Inc	0.739%	12.666%	9,376,999	1,054,177	2025-06-30
Capital Research Global Investors	0.727%	-50.787%	9,215,719	-9,510,578	2025-06-30
Macquarie Group Ltd	0.384%	3.128%	4,847,497	147,009	2024-12-31

Mutual Fund Ownership

2ndVote Advisers LIF Index is the biggest individual fund holder of CVS Health Corp (CVS), owning a total of 136.3 million shares. Combined, the top 40 mutual fund holders of CVS own 69.73% of the company with a total of 888.5 million shares.

In the latest ownership report on August 31st 2025, the top 40 fund holders increased their combined ownership of CVS by 192 thousand shares. 2 funds bought 201,963 total additional shares and increased their ownership by an average of 0.70%. However 1 funds sold 10,457 total shares and decreased their ownership by an average of 0.15%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding CVS Health Corp increased by a net total of 191,506 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF	1.203%	1.247%	15,263,131	187,979	2025-08-31
iShares Core S&P 500 ETF	1.199%	0.000%	15,203,822	0	2025-08-31
The Health Care Select Sector SPDR® ETF	0.681%	0.162%	8,638,029	13,984	2025-08-31
State St S&P 500® Indx SL Cl III	0.532%	-0.155%	6,752,358	-10,457	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
2ndVote Advisers LIF Index	10.591%	0.000%	136,296,036	0	2023-03-31
2ndVote Advisers AMF Index	10.322%	0.000%	132,832,367	0	2023-03-31
Dodge & Cox Stock I	3.802%	0.000%	48,222,894	0	2025-06-30
Vanguard US Total Market Shares ETF	3.162%	0.328%	39,868,888	130,497	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.134%	-2.271%	39,749,258	-923,648	2025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.083%	-0.711%	39,677,625	-284,050	2023-03-31
Vanguard Institutional 500 Index Trust	2.835%	0.702%	35,858,603	250,125	2025-05-31
Vanguard 500 Index Investor	2.469%	-12.778%	31,313,417	-4,587,251	2025-07-31
Capital Group Wash Mutual Invtrs Comp	2.418%	0.000%	30,669,879	0	2025-06-30
American Funds Washington Mutual A	2.418%	0.000%	30,669,879	0	2025-06-30
American Funds Income Fund of Amer A	1.737%	2.681%	22,027,182	575,051	2025-06-30
American Funds American Balanced A	1.447%	-11.992%	18,347,347	-2,500,000	2025-06-30
Fidelity 500 Index	1.264%	0.043%	16,035,397	6,892	2025-07-31
SPDR® S&P 500 ETF	1.242%	-1.442%	15,652,410	-228,936	2025-03-31
SPDR® S&P 500® ETF	1.203%	1.247%	15,263,131	187,979	2025-08-31
SPDR® S&P 500® ETF Trust	1.209%	-0.523%	15,236,709	-80,028	2025-03-31
iShares Core S&P 500 ETF	1.199%	0.000%	15,203,822	0	2025-08-31
SPDR® S&P 500 ETF Trust	1.198%	0.700%	15,043,848	104,580	2024-05-30
Fidelity® 500 Index	1.163%	0.640%	14,966,853	95,243	2023-11-30
American Funds Invmt Co of Amer A	1.089%	1,995.920%	13,702,867	13,049,080	2024-06-30
Capital Group Investment Co of Amer Comp	1.089%	1,995.920%	13,702,867	13,049,080	2024-06-30
Vanguard Value Index Inv	0.884%	-0.112%	11,211,768	-12,511	2025-07-31
Capital Group American Mutual Comp	0.803%	-8.153%	10,186,852	-904,231	2025-06-30
American Funds American Mutual A	0.803%	-8.153%	10,186,852	-904,231	2025-06-30
Health Care Select Sector SPDR® ETF	0.726%	-0.224%	9,118,862	-20,436	2024-05-30
JPMorgan Equity Income I	0.715%	0.000%	9,062,078	0	2025-07-31
JPM US Equity Income-Composite	0.715%	-5.920%	9,062,078	-570,189	2025-06-30
The Health Care Select Sector SPDR® ETF	0.681%	0.162%	8,638,029	13,984	2025-08-31
Capital Group Growth Fnd of Amer Comp	0.604%	-11.270%	7,931,864	-1,007,481	2022-09-30
American Funds Growth Fund of Amer A	0.604%	-11.270%	7,931,864	-1,007,481	2022-09-30
Vanguard Institutional Index I	0.603%	-1.099%	7,647,324	-84,992	2025-07-31
Capital Group Fundamental Invtrs Comp	0.575%	0.440%	7,289,637	31,921	2025-06-30
American Funds Fundamental Invs A	0.575%	0.440%	7,289,637	31,921	2025-06-30
BlackRock Equity Dividend Instl	0.560%	-0.870%	7,083,667	-62,192	2025-05-31
Vanguard Windsor™ II Inv	0.554%	11.833%	6,980,300	738,600	2024-12-31
State St S&P 500® Indx SL Cl III	0.532%	-0.155%	6,752,358	-10,457	2025-08-31
Pacer US Cash Cows 100 ETF	0.490%	0.192%	6,148,692	11,776	2024-05-31
JPM US Equity Income-MA	0.416%	82,503.900%	5,352,735	5,346,255	2023-09-30
Vanguard High Dividend Yield ETF	0.419%	1.310%	5,273,339	68,197	2024-12-31
Franklin Income A1	0.397%	0.000%	5,000,000	0	2024-09-30