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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 19 tracked institutions holding CVS, 13 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 19 tracked institutional investors we monitor, CVS (CVS HEALTH CORP) is held with a combined value of $42.03B across 434,439,829 shares. The largest holder is BlackRock, Inc. with a position worth $12.75B (0.19% of their portfolio). 2 funds opened new positions in the most recent quarter. 11 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$42.03B
Total Shares Held
434,439,829
Institutional Holders
19
% of Shares Outstanding
34.0%
of 1.28B shares · SEC 2026-07-29
Days to Cover
1.8-9.9%
16.82M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 34.0% of CVS's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-29), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.75B | 0.19% | -2.1% |
| 2 | VANGUARD GROUP INC | $9.58B | 0.14% | +1.5% |
| 3 | STATE STREET CORP | $6.24B | 0.18% | +1.6% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $3.50B | 0.60% | +49.8% |
| 5 | FMR LLC | $2.99B | 0.13% | -7.3% |
| 6 | Capital Research Global Investors | $2.52B | 0.35% | +21.6% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.50B | 0.25% | +1.8% |
| 8 | CITADEL ADVISORS LLC | $497.86M | 0.29% | -11.3% |
| 9 | VIKING GLOBAL INVESTORS LP | $378.97M | 1.08% | New |
| 10 | AQR CAPITAL MANAGEMENT LLC | $248.94M | 0.09% | +1.0% |
SEC Schedule 13D (activist) and 13G (passive) filings for CVS. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| John Boozman | Buy | Jan 29, 2026 |
| Dwight Evans | Sell | Nov 21, 2025 |
| Lisa McClain | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CVS with a position worth $12.75B, representing 0.19% of their portfolio. In total, 19 institutional investors hold CVS with a combined value of $42.03B.
In the most recent quarter, 2 funds opened a new position in CVS. Additionally, 11 increased their holdings and 6 reduced their positions.
Institutional investors hold $42.03B worth of CVS stock across 19 positions. The largest institutional holder is BlackRock, Inc. with $12.75B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CVS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their CVS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Adam Smith | Sell | Aug 8, 2025 |
| Rob Bresnahan | Sell | May 15, 2025 |
Showing 8 of 57. STOCK Act disclosures lag up to 45 days.
Last Close
$95.38
2026-09-09
YTD
+19.0%
62% of 52-week range
