Ranked by reported Q2 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 | BlackRock, Inc. | 123.2M | $12.75B | -2.1% | 9.657% | 0.19% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 83.3M | $8.62B | +0.8% | 6.530% | 0.18% |
| 3 | Capital World Investors | 75.0M | $7.75B | -3.0% | 5.874% | 0.92% |
| 4 | STATE STREET CORP | 60.3M | $6.24B | +1.6% | 4.725% | 0.09% |
| 5 | DODGE & COX | 50.0M | $5.17B | -3.4% | 3.920% | 2.71% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 33.8M | $3.50B | +49.8% | 2.649% | 0.60% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 29.9M | $3.08B | +1.5% | 2.343% | 0.16% |
| 8 | FMR LLC | 28.9M | $2.99B | -7.3% | 2.267% | 0.13% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.6M | $2.76B | +2.5% | 2.088% | 0.12% |
| 10 | Capital Research Global Investors | 24.3M | $2.52B | +21.6% | 1.907% | 0.35% |
| 11 | BANK OF AMERICA CORP /DE/ | 23.2M | $2.40B | +148.0% | 1.817% | 0.15% |
| 12 | JPMORGAN CHASE & CO | 22.1M | $2.29B | -25.1% | 1.733% | 0.13% |
| 13 | Invesco Ltd. | 20.6M | $2.13B | -18.1% | 1.614% | 0.17% |
| 14 | MORGAN STANLEY | 18.6M | $1.92B | +4.4% | 1.458% | 0.10% |
| 15 | NORGES BANK | 18.0M | $1.87B | — | 1.414% | 0.19% |
| 16 | GOLDMAN SACHS GROUP INC | 16.0M | $1.66B | +9.8% | 1.254% | 0.14% |
| 17 | Capital International Investors | 15.4M | $1.59B | -0.0% | 1.206% | 0.33% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.3M | $1.37B | -3.0% | 1.039% | 0.18% |
| 19 | DAVIS SELECTED ADVISERS | 11.9M | $1.23B | -3.0% | 0.930% | 5.27% |
| 20 | PZENA INVESTMENT MANAGEMENT LLC | 11.8M | $1.22B | -14.5% | 0.922% | 3.57% |
| 21 | NORTHERN TRUST CORP | 11.5M | $1.19B | -1.5% | 0.899% | 0.14% |
| 22 | CITADEL ADVISORS LLC | 10.3M | $1.06B | +1.9% | 0.806% | 0.06% |
| 23 | FRANKLIN RESOURCES INC | 10.0M | $1.03B | +60.0% | 0.783% | 0.22% |
| 24 | Legal & General Group Plc | 9.2M | $948.9M | -3.6% | 0.719% | 0.20% |
| 25 | Bank of New York Mellon Corp | 9.0M | $932.5M | -0.2% | 0.706% | 0.15% |
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 Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CVS position in Q2 2026
Institutions that fully closed their CVS position in Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,088 | +12% | 91.59% | 39.27 pp | $115.84B | 3.0% |
| Q1 2026 | 1,869 | 1.8% | 130.86% | +39.01 pp | $119.45B | +33% |
| Q4 2025 | 1,904 | +5.8% | 91.85% | +1.95 pp | $89.53B | +7.9% |
| Q3 2025 | 1,799 | +4.4% | 89.90% | +2.63 pp | $83.01B | +11% |
| Q2 2025 | 1,723 | +1.3% | 87.27% | +2.14 pp | $74.96B | +6.9% |
| Q1 2025 | 1,701 | +6.3% | 85.13% | +1.79 pp | $70.09B | +56% |
| Q4 2024 | 1,600 | 9.9% | 83.34% | +2.16 pp | $44.94B | 26% |
| Q3 2024 | 1,776 | — | 81.18% | — | $60.73B | — |
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 Q2 2026 13F filings, institutional ownership of CVS Health Corp. stands at 91.6%, held across 2,088 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CVS, with approximately 123,223,409 shares worth $12.75B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CVS, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for CVS is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
291 institutions opened new positions in CVS during Q2 2026, while 105 fully exited. 1,583 added to existing positions and 137 trimmed.
CVS institutional ownership fell by 39.27 percentage points quarter-over-quarter, with a net change of +219 holders.
The top 10 institutions account for 47.8% of all reported 13F value in CVS, and the top 25 account for 67.5%.
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