Who owns CVS Health (CVS)
Which tracked institutional funds hold CVS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CVS is one-sided between 2026-Q1 and 2026-Q2: 25 added or opened and 1063 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CVS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1855 tracked filers holding CVS, 874 increased or opened the position and 988 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CVS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- VIKING GLOBAL INVESTORS LP$379M
- MONTANOVA CAPITAL, LLC$9M
Full exits 1058
- VANGUARD CAPITAL MANAGEMENT LLC$5.9B
- GEODE CAPITAL MANAGEMENT, LLC$2.1B
- JPMORGAN CHASE & CO$2.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B
- MORGAN STANLEY$1.3B
- PZENA INVESTMENT MANAGEMENT LLC$989M
Largest adds
- BlackRock, Inc.$4.1B
- Capital World Investors$2.2B
- STATE STREET CORP$2.0B
- WELLINGTON MANAGEMENT GROUP LLP$1.9B
- DODGE & COX$1.5B
- Capital Research Global Investors$1.1B
Largest trims
- GLENVIEW CAPITAL MANAGEMENT, LLC$90M
- BALYASNY ASSET MANAGEMENT L.P.$62M
- MARSHALL WACE, LLP$24M
- TUDOR INVESTMENT CORP ET AL$11M
- ExodusPoint Capital Management, LP$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 123,223,409 | $12.7B | 13.1% | 2026-Q2 |
| Capital World Investors trimmed | 74,951,955 | $7.8B | 7.9% | 2026-Q2 |
| STATE STREET CORP added | 60,283,408 | $6.2B | 6.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 82,650,076 | $5.9B | 6.1% | 2026-Q1 |
| DODGE & COX trimmed | 50,012,765 | $5.2B | 5.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 33,801,113 | $3.5B | 3.6% | 2026-Q2 |
| FMR LLC trimmed | 28,920,617 | $3.0B | 3.1% | 2026-Q2 |
| Capital Research Global Investors added | 24,329,151 | $2.5B | 2.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 24,203,884 | $2.5B | 2.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 20,595,431 | $2.1B | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 29,459,042 | $2.1B | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 29,527,125 | $2.1B | 2.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 25,997,348 | $1.9B | 1.9% | 2026-Q1 |
| NORGES BANK added | 18,038,922 | $1.9B | 1.9% | 2026-Q2 |
| Capital International Investors trimmed | 15,387,600 | $1.6B | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 17,825,122 | $1.3B | 1.3% | 2026-Q1 |
| DAVIS SELECTED ADVISERS trimmed | 11,865,916 | $1.2B | 1.3% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 13,773,053 | $989M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 13,674,925 | $983M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 12,639,801 | $908M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 11,641,549 | $836M | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 9,515,723 | $683M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,351,969 | $672M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 9,030,161 | $649M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 8,984,614 | $645M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 8,954,534 | $643M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 8,774,708 | $630M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 8,298,098 | $596M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 8,111,035 | $583M | 0.6% | 2026-Q1 |
| Amundi added | 7,370,938 | $529M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,197,464 | $517M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 7,158,817 | $514M | 0.5% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 4,824,799 | $499M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,812,530 | $498M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 6,241,607 | $448M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 6,219,756 | $447M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 6,130,298 | $440M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 5,282,971 | $379M | 0.4% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP new | 3,663,361 | $379M | 0.4% | 2026-Q2 |
| Pacer Advisors, Inc. added | 4,932,421 | $348M | 0.4% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 4,815,822 | $346M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 4,605,588 | $331M | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 4,503,497 | $323M | 0.3% | 2026-Q1 |
| Holocene Advisors, LP added | 4,480,125 | $322M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 4,083,392 | $293M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 4,113,183 | $291M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 3,725,460 | $268M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 3,536,861 | $254M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,411,937 | $249M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,459,485 | $248M | 0.3% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 2,385,490 | $247M | 0.3% | 2026-Q2 |
| National Pension Service added | 3,419,613 | $246M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,164,833 | $224M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,682,826 | $213M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,893,696 | $208M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 2,877,769 | $206M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,865,913 | $206M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,961,032 | $203M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,799,884 | $201M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 2,794,787 | $201M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 2,761,283 | $198M | 0.2% | 2026-Q1 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 2,712,000 | $195M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,600,688 | $187M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 2,536,408 | $182M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,527,450 | $182M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 2,453,291 | $176M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 2,410,694 | $173M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 2,349,444 | $169M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,344,647 | $168M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,323,572 | $167M | 0.2% | 2026-Q1 |
| Swedbank AB added | 2,278,233 | $164M | 0.2% | 2026-Q1 |
| Canoe Financial LP added | 2,169,961 | $156M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,150,366 | $154M | 0.2% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 2,039,191 | $146M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,036,813 | $146M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,382,037 | $143M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 1,986,793 | $143M | 0.1% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,969,801 | $141M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,920,910 | $138M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,889,024 | $136M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,839,462 | $133M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,858,556 | $133M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,720,490 | $124M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,660,522 | $119M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,648,447 | $118M | 0.1% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 1,642,646 | $118M | 0.1% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,614,506 | $116M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,596,630 | $115M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 1,589,291 | $114M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,560,739 | $112M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,444,958 | $104M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 1,438,394 | $103M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,415,497 | $102M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,393,802 | $100M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,392,246 | $100M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,383,147 | $99M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,408,262 | $99M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 120,709,530 | $9.6B | 9.8% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 2,723,074 | $216M | 0.2% | 2025-Q4 stale |
| Sachem Head Capital Management LP trimmed | 2,585,000 | $205M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.