| 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.
| 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.
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