Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CVS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Employees Provident Fund Board | 731K | $41.46B | — | 0.057% | 0.06% |
| 2 | BlackRock, Inc. | 125.9M | $9.04B | +4.1% | 9.869% | 0.16% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 82.7M | $5.94B | — | 6.478% | 0.15% |
| 4 | Capital World Investors | 77.2M | $5.55B | +14.2% | 6.054% | 0.76% |
| 5 | STATE STREET CORP | 59.3M | $4.26B | -1.4% | 4.649% | 0.15% |
| 6 | DODGE & COX | 51.8M | $3.72B | -17.2% | 4.058% | 2.04% |
| 7 | FMR LLC | 31.2M | $2.24B | -23.9% | 2.445% | 0.12% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 29.5M | $2.11B | +1.4% | 2.309% | 0.13% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.0M | $1.87B | — | 2.038% | 0.10% |
| 10 | Invesco Ltd. | 25.1M | $1.81B | +4.7% | 1.970% | 0.28% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 22.6M | $1.62B | +21.6% | 1.769% | 0.30% |
| 12 | Capital Research Global Investors | 20.0M | $1.44B | +66.2% | 1.569% | 0.22% |
| 13 | MORGAN STANLEY | 17.8M | $1.28B | -12.5% | 1.397% | 0.08% |
| 14 | Capital International Investors | 15.4M | $1.11B | -44.2% | 1.206% | 0.26% |
| 15 | GOLDMAN SACHS GROUP INC | 14.6M | $1.05B | +44.9% | 1.142% | 0.12% |
| 16 | PZENA INVESTMENT MANAGEMENT LLC | 13.8M | $989.2M | -11.6% | 1.080% | 3.21% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.7M | $983.2M | -1.3% | 1.072% | 0.15% |
| 18 | DAVIS SELECTED ADVISERS | 12.2M | $879.1M | -4.1% | 0.959% | 4.04% |
| 19 | NORTHERN TRUST CORP | 11.6M | $836.1M | -1.6% | 0.912% | 0.11% |
| 20 | Legal & General Group Plc | 9.5M | $683.4M | +2.2% | 0.746% | 0.16% |
| 21 | BANK OF AMERICA CORP /DE/ | 9.4M | $671.7M | -0.7% | 0.733% | 0.05% |
| 22 | ROYAL BANK OF CANADA | 9.3M | $665.2M | -5.7% | 0.726% | 0.12% |
| 23 | Bank of New York Mellon Corp | 9.0M | $648.5M | -0.9% | 0.708% | 0.12% |
| 24 | AMERIPRISE FINANCIAL INC | 9.0M | $643.1M | +11.2% | 0.702% | 0.15% |
| 25 | Clearbridge Investments, LLC | 8.8M | $630.2M | -0.2% | 0.688% | 0.55% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CVS — a direct measure of their conviction.
Filings activity in CVS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CVS position in Q1 2026
Institutions that fully closed their CVS position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,827 | 3.0% | 89.09% | +21.46 pp | $115.90B | +32% |
| Q4 2025 | 1,883 | +6.2% | 67.63% | +5.98 pp | $87.98B | +9.7% |
| Q3 2025 | 1,773 | +2.9% | 61.65% | +4.03 pp | $80.21B | +7.0% |
| Q2 2025 | 1,723 | +1.3% | 57.62% | +3.74 pp | $74.96B | +6.9% |
| Q1 2025 | 1,701 | +6.3% | 53.88% | +19.34 pp | $70.09B | +56% |
| Q4 2024 | 1,600 | 9.9% | 34.54% | 12.14 pp | $44.94B | 26% |
| Q3 2024 | 1,776 | 3.7% | 46.68% | 64.73 pp | $60.73B | 58% |
| Q2 2024 | 1,845 | — | 111.41% | — | $144.94B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CVS stock.
Based on Q1 2026 13F filings, institutional ownership of CVS Health Corp. stands at 89.1%, held across 1,827 reporting institutions.
Employees Provident Fund Board is the largest reported institutional holder of CVS, with approximately 730,631 shares worth $41.46B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CVS.
Our composite Smart Money Score for CVS is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
195 institutions opened new positions in CVS during Q1 2026, while 251 fully exited. 326 added to existing positions and 1,300 trimmed.
CVS institutional ownership rose by 21.46 percentage points quarter-over-quarter, with a net change of -56 holders.
The top 10 institutions account for 67.3% of all reported 13F value in CVS, and the top 25 account for 79.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CVS Health Corp. (CVS) Institutional Ownership