SEC ownership of CVS HEALTH Corp

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000064803.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000064803
Issuer location
Woonsocket, RI

Ownership snapshot

Top shareholders of CVS HEALTH Corp (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F 13D/G 3/4/5 Lead comparable stake: 8.3% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 8.3%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 8.3%
VANGUARD CAPITAL MANAGEMENT LLC 7.5%
Capital World Investors 5.5%
DODGE & COX 3.9%
Jeffrey R. Balser 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
8.3%
from 13D/G
$12,747,461,705
123,223,409 shares
30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F 13D/G
Company · Vanguard Capital Management
7.5%
from 13D/G
$8,618,974,924
83,315,369 shares
30 Jun 2026
Capital World Investors
13F 13D/G
Company
5.5%
from 13D/G
$7,753,834,783
74,951,955 shares
30 Jun 2026
DODGE & COX
13D/G 13F
Company
3.9%
$5,296,351,814
50,012,765 shares
$0 30 Jun 2026
Jeffrey R. Balser
3/4/5
Director
0%
$1,128,794
15,717 shares
14 May 2026
Guy P. Sansone
3/4/5
Director
0%
$1,084,938
15,106 shares
14 May 2026
J. Scott Kirby
3/4/5
Director
0%
$1,036,649
14,434 shares
14 May 2026
Fernando Aguirre
3/4/5
Director
0%
$755,043
10,513 shares
20 May 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$358,973,073.

Buys
$0
Insiders: 0
Sells
$358,973,073
Insiders: 2
Net
-$358,973,073
Shares: -3,819,551
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 3,819,551
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 3,819,551 $0 $358,973,073 -$358,973,073
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 42 reporting-owner rows connected to CVS HEALTH Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
42
Largest Forms 3/4/5 holder
Larry Robbins
Net 12M change
-$358,973,073
Latest report
26 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Larry Robbins Director $451,483,206 -$352,742,694 -44% Mixed 19 May 2026
Karen S. Lynch President and CEO, Director $54,597,894 Mixed 01 Apr 2024
Larry J. Merlo Director $46,968,205 Mixed 31 May 2021
Thomas M. Moriarty EVP & General Counsel $38,416,411 Mixed 31 Dec 2022
Jonathan C. Roberts EVP & Chief Operating Officer $37,125,201 Mixed 01 Apr 2022
Troyen A. Brennan EVP and Chief Medical Officer $24,362,649 Mixed 01 Apr 2022
J. David Joyner President, CEO and Chair, Director $20,955,757 Mixed 31 Mar 2026
Michelle A. Peluso EVP and Co-President of Retail $19,060,955 Mixed 01 Apr 2023
Prem S. Shah EVP and Group President $16,694,830 Mixed 31 Mar 2026
Thomas F. Cowhey EVP and CFO $15,859,240 Mixed 01 Apr 2025
C. David Brown II Director $14,002,841 Mixed 14 May 2026
Shawn M. Guertin EVP & Chief Financial Officer $13,152,085 Mixed 01 Apr 2023
David W. Dorman Director $12,094,310 Mixed 11 May 2022
Heidi B. Capozzi EVP and Chief People Officer $10,905,289 Mixed 31 Mar 2026
Samrat S. Khichi EVP, CPO and General Counsel $10,143,007 Mixed 31 Mar 2026
Alan Lotvin EVP&President-PharmacyServices $8,545,720 Mixed 03 Aug 2022
Daniel P. Finke EVP/Pres, Health Care Benefits $8,066,837 Mixed 01 Apr 2023
Steven H. Nelson EVP and President, Aetna $7,830,508 Mixed 31 Mar 2026
Laurie P. Havanec EVP and Chief People Officer $6,855,129 Mixed 01 Apr 2024
Tilak Mandadi EVP, Chief Exp & Tech Officer $6,844,815 -$6,230,379 -48% Mixed 08 May 2026

Recent insider transactions for CVS HEALTH Corp

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
James D. Clark CVS Common Stock (Restricted) Tax liability -1.62% -454 27,606 26 Jun 2026 Direct
Brian Newman CVS Common Stock Tax liability -45.2% -2,478 3,008 31 May 2026 Direct
Amy Compton-Phillips CVS Common Stock Tax liability -44.4% -7,618 9,557 31 May 2026 Direct
Fernando Aguirre CVS Common Stock Disposed to Issuer -12.9% -1,563 10,513 21 May 2026 Direct
Larry M. Robbins CVS Common Stock Sale -7.13% $34,619,007 $93.45 -370,462 4,824,799 21 May 2026 Held by Glenview Investment Funds
Larry M. Robbins CVS Cash-Settled Swaps Sale -100% $35,271,558 $93.31 -378,000 0 21 May 2026 Held by Glenview Investment Funds
Fernando Aguirre CVS Common Stock Disposed to Issuer -71.6% -30,437 12,076 20 May 2026 Direct
Larry M. Robbins CVS Common Stock Sale -16.4% $95,510,822 $93.82 -1,018,000 5,195,261 20 May 2026 Held by Glenview Investment Funds
Larry M. Robbins CVS Common Stock Sale -24.2% $187,341,308 $94.45 -1,983,538 6,213,261 19 May 2026 Held by Glenview Investment Funds
John E. Gallina CVS Deferred Stock Units Award 1,448 1,448 14 May 2026 Direct
Michael F. Mahoney CVS Deferred Stock Units Award 37% 1,737 6,429 14 May 2026 Direct
Fernando Aguirre CVS Common Stock Award 3.82% 1,563 42,513 14 May 2026 Direct
Jeffrey R. Balser CVS Common Stock Award 15.1% 2,058 15,717 14 May 2026 Direct
J. Scott Kirby CVS Common Stock Award 11.1% 1,447 14,434 14 May 2026 Direct
Leslie V Norwalk CVS Common Stock Award 24.4% 1,447 7,376 14 May 2026 Direct
Guy P. Sansone CVS Common Stock Award 10.6% 1,447 15,106 14 May 2026 Direct
Alecia A. DeCoudreaux CVS Deferred Stock Units Award 3.55% 1,448 42,182 14 May 2026 Direct
Anne M. Finucane CVS Deferred Stock Units Award 9.18% 1,544 18,355 14 May 2026 Direct
C. David Brown II CVS Common Stock Award 1.21% 1,544 129,316 14 May 2026 Direct
Douglas H. Shulman CVS Deferred Stock Units Award 1,448 1,448 14 May 2026 Direct
Larry M. Robbins CVS Deferred Stock Units Award 23.5% 1,930 10,148 14 May 2026 Direct
Tilak Mandadi CVS Common Stock Sale -87.3% $6,230,379 $89.58 -69,551 10,133 08 May 2026 Direct
Prem S. Shah CVS Common Stock Tax liability -2.25% -1,484 64,356 01 Apr 2026 Direct
Steven H. Nelson CVS Common Stock Tax liability -45.6% -2,432 2,900 01 Apr 2026 Direct
Tilak Mandadi CVS Common Stock Tax liability -4.36% -3,634 79,684 01 Apr 2026 Direct
Samrat S. Khichi CVS Common Stock Tax liability -9.58% -3,541 33,421 01 Apr 2026 Direct
J. David Joyner CVS Common Stock Tax liability -10.2% -8,029 70,349 01 Apr 2026 Direct
James D. Clark CVS Common Stock Tax liability -17.4% -3,262 15,457 01 Apr 2026 Direct
Heidi B. Capozzi CVS Common Stock Tax liability -9.29% -1,334 13,023 01 Apr 2026 Direct
Prem S. Shah CVS Common Stock (Restricted) Award 66.3% 25,062 62,852 31 Mar 2026 Direct
Prem S. Shah CVS Stock Option Award 161,676 161,676 31 Mar 2026 Direct
Brian Newman CVS Common Stock (RSUs) Award 89.2% 19,493 41,354 31 Mar 2026 Direct
Brian Newman CVS Stock Option Award 125,748 125,748 31 Mar 2026 Direct
Steven H. Nelson CVS Common Stock (Restricted) Award 104.4% 22,277 43,606 31 Mar 2026 Direct
Steven H. Nelson CVS Stock Option Award 143,712 143,712 31 Mar 2026 Direct
Tilak Mandadi CVS Common Stock (RSUs) Award 33.6% 22,277 88,543 31 Mar 2026 Direct
Tilak Mandadi CVS Stock Option Award 143,712 143,712 31 Mar 2026 Direct
Samrat S. Khichi CVS Common Stock (Restricted) Award 48.9% 12,531 38,139 31 Mar 2026 Direct
Samrat S. Khichi CVS Stock Option Award 80,838 80,838 31 Mar 2026 Direct
J. David Joyner CVS Common Stock (RSUs) Award 115.8% 86,326 160,860 31 Mar 2026 Direct
Amy Compton-Phillips CVS Common Stock (RSUs) Award 10.5% 5,569 58,660 31 Mar 2026 Direct
Amy Compton-Phillips CVS Stock Option Award 35,928 35,928 31 Mar 2026 Direct
James D. Clark CVS Common Stock (Restricted) Award 45.6% 11,138 35,539 31 Mar 2026 Direct
James D. Clark CVS Stock Option Award 11,976 11,976 31 Mar 2026 Direct
Heidi B. Capozzi CVS Common Stock (Restricted) Award 13.5% 10,025 84,450 31 Mar 2026 Direct
Heidi B. Capozzi CVS Stock Option Award 64,670 64,670 31 Mar 2026 Direct
John E. Gallina CVS Common Stock Award 582 582 19 Mar 2026 Direct
Samrat S. Khichi CVS Common Stock Tax liability -20.9% -7,886 29,775 28 Feb 2026 Direct
J. David Joyner CVS Common Stock Tax liability -3.74% -1,944 49,996 28 Feb 2026 Direct
Prem S. Shah CVS Common Stock Tax liability -0.4% -247 61,509 01 Jan 2026 Direct
* marks a reported price that did not pass the local price check.
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