CVS HEALTH Corp - Common Stock (CVS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CVS on NYSE
Shares outstanding
1,268,585,398
Price per share
$83.01
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,128,287,112
Total reported value
$89,496,764,814
% of total 13F portfolios
0.05%
Share change
+33,630,279
Value change
+$2,675,421,069
Number of holders
1,886
Price from insider filings
$83.01
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CVS HEALTH Corp - Common Stock (CVS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.3% +17% $7,263,082,720 +$1,108,806,594 105,292,588 +18% BlackRock, Inc. 30 Jun 2025
Capital World Investors 5.5% $4,534,372,461 68,785,990 Capital World Investors 31 Mar 2025

As of 31 Dec 2025, 1,886 institutional investors reported holding 1,128,287,112 shares of CVS HEALTH Corp - Common Stock (CVS). This represents 89% of the company’s total 1,268,585,398 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CVS HEALTH Corp - Common Stock (CVS) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.5% 120,994,474 +0.97% 0.16% $9,602,121,497
VANGUARD GROUP INC 9.5% 120,709,530 +1.5% 0.14% $9,579,508,282
Capital World Investors 5.3% 67,662,911 -1.1% 0.73% $5,369,869,190
Dodge & Cox 4.9% 62,509,988 -15% 2.7% $4,960,792,648
STATE STREET CORP 4.7% 60,183,743 +2.1% 0.16% $4,776,181,845
FMR LLC 3.2% 41,017,981 -5.3% 0.17% $3,255,187,011
JPMORGAN CHASE & CO 2.5% 31,202,668 -12% 0.17% $2,476,243,862
GEODE CAPITAL MANAGEMENT, LLC 2.3% 29,040,271 +0.18% 0.14% $2,294,688,677
Capital International Investors 2.2% 27,592,356 +3.4% 0.34% $2,189,792,659
Invesco Ltd. 1.9% 24,019,141 -1.1% 0.29% $1,906,159,063
NORGES BANK 1.7% 20,996,288 0.18% $1,666,265,416
MORGAN STANLEY 1.6% 20,373,774 +6.3% 0.1% $1,616,862,985
WELLINGTON MANAGEMENT GROUP LLP 1.5% 18,564,392 +193% 0.26% $1,473,270,150
PRICE T ROWE ASSOCIATES INC /MD/ 1.3% 16,443,986 -5.5% 0.14% $1,304,996,000
PZENA INVESTMENT MANAGEMENT LLC 1.2% 15,581,307 -1.7% 3.7% $1,236,532,523
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 13,857,346 -0.6% 0.17% $1,099,719,741
Davis Selected Advisers 1% 12,760,511 +12% 4.6% $1,012,674,950
Capital Research Global Investors 0.95% 12,043,423 +5% 0.18% $955,766,049
NORTHERN TRUST CORP 0.93% 11,831,774 -2.8% 0.12% $938,969,584
BANK OF AMERICA CORP /DE/ 0.74% 9,419,636 -9.2% 0.05% $747,542,313
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.74% 9,371,595 +822% 0.65% $743,729,748
Legal & General Group Plc 0.73% 9,309,182 +0.34% 0.16% $738,776,685
ROYAL BANK OF CANADA 0.73% 9,261,455 +16% 0.13% $734,988,000
Bank of New York Mellon Corp 0.72% 9,110,576 +6.8% 0.13% $723,015,354
Clearbridge Investments, LLC 0.69% 8,791,761 -2.7% 0.56% $697,687,685

Institutional Holders of CVS HEALTH Corp - Common Stock (CVS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,128,287,112 $89,496,764,814 +$2,675,421,069 $79.36 1,886
2025 Q3 1,092,495,876 $82,351,438,942 +$84,367,605 $75.39 1,820
2025 Q2 1,095,036,129 $75,500,979,208 +$2,280,399,011 $68.98 1,740
2025 Q1 1,064,718,943 $72,113,884,722 +$1,899,695,324 $67.75 1,731
2024 Q4 1,045,708,735 $46,960,631,407 +$1,004,418,915 $44.89 1,641
2024 Q3 1,014,230,760 $63,831,005,436 -$677,262,119 $62.88 1,823
2024 Q2 1,019,162,974 $60,179,918,934 +$1,060,433,822 $59.06 1,883
2024 Q1 1,001,904,386 $79,807,139,670 -$1,211,883,033 $79.76 2,137
2023 Q4 1,017,403,858 $80,308,314,517 +$1,281,500,162 $78.96 2,241
2023 Q3 999,658,654 $69,795,638,867 +$491,519,511 $69.82 2,096
2023 Q2 994,552,446 $68,776,049,773 -$267,426,998 $69.13 2,184
2023 Q1 992,137,419 $73,734,702,204 -$2,430,332,032 $74.31 2,238
2022 Q4 1,027,396,077 $95,710,385,316 -$621,742,148 $93.19 2,386
2022 Q3 1,036,131,117 $98,902,299,567 +$583,699,164 $95.37 2,306
2022 Q2 1,030,185,027 $95,477,208,943 +$457,242,938 $92.66 2,292
2022 Q1 1,028,623,372 $104,166,953,205 -$162,318,215 $101.21 2,350
2021 Q4 1,029,470,276 $106,176,980,983 +$782,593,506 $103.16 2,319
2021 Q3 1,017,132,506 $86,349,876,202 +$21,706,246 $84.86 2,053
2021 Q2 1,017,877,459 $84,919,694,336 +$2,053,435,851 $83.44 2,049
2021 Q1 994,144,506 $74,776,454,186 +$4,878,883 $75.23 2,012
2020 Q4 994,787,112 $67,960,797,654 +$33,414,095 $68.30 1,957
2020 Q3 995,752,919 $58,121,993,856 -$1,243,175,311 $58.40 1,799
2020 Q2 1,014,702,612 $65,855,218,901 +$764,515,206 $64.97 1,845
2020 Q1 1,004,322,951 $59,576,062,642 -$624,760,654 $59.33 1,791
2019 Q4 1,009,249,813 $74,949,158,076 +$93,638,735 $74.29 1,826
2019 Q3 1,008,703,801 $63,589,810,377 +$683,854,384 $63.07 1,668
2019 Q2 999,569,687 $54,469,262,379 -$125,833,227 $54.49 1,639
2019 Q1 1,015,392,931 $54,753,892,032 -$2,449,316,890 $53.93 1,688
2018 Q4 1,057,172,458 $69,250,872,296 +$12,127,701,193 $65.52 1,766
2018 Q3 870,738,435 $68,510,150,212 +$1,883,897,727 $78.72 1,592
2018 Q2 850,535,070 $54,718,204,845 +$271,208,332 $64.35 1,560
2018 Q1 855,048,114 $53,133,760,227 +$40,291,614 $62.21 1,540
2017 Q4 853,079,066 $61,782,317,199 +$968,323,049 $72.50 1,590
2017 Q3 837,796,253 $68,116,730,466 +$56,831,988 $81.32 1,521
2017 Q2 837,689,880 $67,390,063,873 -$462,380,881 $80.46 1,543
2017 Q1 844,552,702 $66,288,166,171 +$3,453,423,579 $78.50 1,567
2016 Q4 864,216,464 $68,187,625,679 -$1,218,453,807 $78.91 1,538
2016 Q3 875,715,124 $77,884,446,974 +$259,099,282 $88.99 1,549
2016 Q2 873,506,079 $83,618,862,892 -$2,313,703,183 $95.74 1,561
2016 Q1 893,044,162 $92,609,940,962 -$2,342,978,344 $103.73 1,545
2015 Q4 918,665,396 $89,872,788,969 -$1,169,382,817 $97.77 1,546
2015 Q3 930,649,306 $89,772,711,977 +$452,661,446 $96.48 1,495
2015 Q2 932,490,480 $97,801,341,585 -$527,179,116 $104.88 1,474
2015 Q1 938,923,116 $96,891,534,061 -$2,012,979,554 $103.21 1,445
2014 Q4 959,101,291 $92,389,718,105 -$1,177,070,671 $96.31 1,405
2014 Q3 967,787,030 $77,023,824,218 -$334,904,756 $79.59 1,279
2014 Q2 967,892,104 $72,951,405,364 -$1,478,437,398 $75.37 1,257
2014 Q1 988,119,670 $73,935,267,317 -$591,640,692 $74.86 1,222