CVS Health Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 117.62 M | $7.40 B | 1.09% | 9.34% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 104.55 M | $6.57 B | 100.00% | 8.30% |
| DODGE & COX | 11/13/2024 | 63.03 M | $3.96 B | 2.18% | 5.01% |
| STATE STREET CORP | 11/14/2024 | 56.53 M | $3.55 B | 3.65% | 4.49% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 48.22 M | $3.03 B | -13.93% | 3.83% |
| FMR LLC | 11/13/2024 | 28.33 M | $1.78 B | -3.56% | 2.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 26.36 M | $1.65 B | 1.78% | 2.09% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 25.45 M | $1.60 B | 22.74% | 2.02% |
| MORGAN STANLEY | 11/14/2024 | 22.25 M | $1.40 B | -2.68% | 1.77% |
| INVESCO LTD. | 11/12/2024 | 13.86 M | $871.82 M | 14.68% | 1.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 13.31 M | $837.23 M | -4.81% | 1.06% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/08/2024 | 13.14 M | $825.95 M | 1.54% | 1.04% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 12.94 M | $873.23 M | -6.43% | 1.03% |
| JPMORGAN CHASE & CO | 12/26/2024 | 12.75 M | $801.79 M | -8.00% | 1.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 12.21 M | $767.68 M | 2.56% | 0.97% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 11/14/2024 | 11.95 M | $751.21 M | 30.39% | 0.95% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 11.90 M | $748.09 M | 34.80% | 0.95% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 11.71 M | $736.08 M | 14.36% | 0.93% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 11.38 M | $715.69 M | 0.22% | 0.90% |
| ROYAL BANK OF CANADA | 11/14/2024 | 10.88 M | $683.98 M | 14.29% | 0.86% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 9.70 M | $609.82 M | -2.90% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 9.32 M | $586.33 M | -4.71% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 9.00 M | $565.96 M | -4.70% | 0.71% |
| CITADEL ADVISORS LLC | 11/14/2024 | 7.68 M | $482.72 M | 75.33% | 0.61% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 6.79 M | $429.04 M | -7.37% | 0.54% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 6.68 M | $419.79 M | -0.97% | 0.53% |
| UBS GROUP AG | 11/14/2024 | 6.30 M | $396.21 M | -10.43% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 6.08 M | $382.54 M | 13.47% | 0.48% |
| AMUNDI | 11/13/2024 | 5.89 M | $386.73 M | 136.71% | 0.47% |
| HARRIS ASSOCIATES L P | 11/14/2024 | 5.76 M | $362.33 M | 21.86% | 0.46% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 5.69 M | $358.01 M | -2.61% | 0.45% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 5.64 M | $354.91 M | -84.08% | 0.45% |
| BARCLAYS PLC | 11/19/2024 | 5.47 M | $343.69 M | -6.27% | 0.43% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 5.25 M | $330.10 M | 724.25% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 4.76 M | $299.08 M | 28.67% | 0.38% |
| MACQUARIE GROUP LTD | 11/14/2024 | 4.70 M | $295.57 M | -9.99% | 0.37% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 4.05 M | $254.88 M | -23.37% | 0.32% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 4.03 M | $253.62 M | -8.10% | 0.32% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 4.00 M | $251.36 M | 7.17% | 0.32% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 3.76 M | $236.39 M | 247.99% | 0.30% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 3.75 M | $235.51 M | 0.09% | 0.30% |
| SWISS NATIONAL BANK | 11/07/2024 | 3.72 M | $234.21 M | -0.03% | 0.30% |
| SACHEM HEAD CAPITAL MANAGEMENT LP | 11/14/2024 | 3.52 M | $221.34 M | 43.67% | 0.28% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 3.33 M | $209.57 M | -2.57% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 3.22 M | $202.56 M | 3,205.71% | 0.26% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 3.21 M | $201.91 M | -4.50% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 3.05 M | $191.82 M | 67.49% | 0.24% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 2.84 M | $178.79 M | 17.40% | 0.23% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 2.67 M | $167.72 M | 0.12% | 0.21% |
| RHUMBLINE ADVISERS | 11/12/2024 | 2.62 M | $164.58 M | -1.82% | 0.21% |
CVS Health Corporationinstitutional Ownership - FAQ's
During the previous two years, 2638 institutional investors and hedge funds held shares of CVS Health Corporation. The most heavily invested institutionals were:
Fortitude Family Office, LLC: 0
Diversified Trust Co: 0
Wela Strategies, Inc.: 0
RITHOLTZ WEALTH MANAGEMENT: 0
Elmwood Wealth Management, Inc.: 0
BAR HARBOR WEALTH MANAGEMENT: 0
79.70% of CVS Health Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 1.28 B shares in the last 24 months. This purchase volume represents approximately $67.25 B in transactions.