# CVS Health Corp. (CVS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 126650100
Page URL: https://superinvestorclub.com/stock/CVS
Last updated: 2026-08-29T13:48:07.674Z

## Summary

As of the most recent 13F filing period, CVS Health Corp. (CVS) is held by 12 tracked superinvestors with an aggregate position value of $8.57B representing 050012765118659161176953636633612712000123550573011044097233581755475500006175 shares.

## Top institutional holders (12)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 50012765 | $5.17B | 2.71% | 2026-06-30 |
| 2 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 11865916 | $1.23B | 5.27% | 2026-06-30 |
| 3 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 11769536 | $1.22B | 3.57% | 2026-06-30 |
| 4 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 3663361 | $379.0M | 1.08% | 2026-06-30 |
| 5 | [Prem Watsa](https://superinvestorclub.com/manager/71) | Fairfax Financial Holdings | 2712000 | $280.5M | 10.63% | 2026-06-30 |
| 6 | [Samantha McLemore](https://superinvestorclub.com/manager/294) | Patient Capital Management | 1235505 | $127.8M | 4.19% | 2026-06-30 |
| 7 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 730110 | $75.5M | 0.75% | 2026-06-30 |
| 8 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 440972 | $45.6M | 0.19% | 2026-06-30 |
| 9 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 335817 | $34.7M | 0.05% | 2026-06-30 |
| 10 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 55475 | $5.7M | 4.15% | 2026-06-30 |
| 11 | [Robert Olstein](https://superinvestorclub.com/manager/80) | Olstein Capital Management | 50000 | $3.6M | 0.78% | 2026-03-31 |
| 12 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 6175 | $638,804 | 0.05% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 2 holders, $7.2M aggregate, 01000004728 shares
- 2023-09-30: 4 holders, $37.5M aggregate, 0306314204632226763163 shares
- 2023-12-31: 6 holders, $2.77B aggregate, 0304133904160652291154206414650003083 shares
- 2024-03-31: 9 holders, $3.89B aggregate, 04101254343258602454617332000283744172743129000150003382 shares
- 2024-06-30: 9 holders, $4.14B aggregate, 0616833434728403124356611658316690843647821550004700018561 shares
- 2024-09-30: 9 holders, $4.62B aggregate, 0630306905762222157500011408127541526168073675121650007161 shares
- 2024-12-31: 8 holders, $4.09B aggregate, 07010589911385950570767527120009286261615041230006175 shares
- 2025-03-31: 11 holders, $7.74B aggregate, 073459122176823741154905759958182712000132563810200333098491100001004506175 shares
- 2025-06-30: 12 holders, $7.49B aggregate, 0732887661674685311586790271200012419241164574844049836588929977700062285061 shares
- 2025-09-30: 12 holders, $8.09B aggregate, 07317658615844972114036412712000123989411931449896465485728235969000103576177 shares
- 2025-12-31: 12 holders, $7.72B aggregate, 06250998815581307127605112712000123141610373528250925250517168556000120856175 shares
- 2026-03-31: 13 holders, $6.02B aggregate, 05178011613773053122396662712000135715970215161842849412667462500001913294726175 shares

## Recent congressional trades (36)

- 2026-01-29: John Boozman (Republican-AR) purchase $1,001 - $15,000
- 2026-01-13: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-11-21: Dwight Evans (Democrat-PA) sale $1,001 - $15,000
- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-27: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-09-23: Valerie Hoyle (D-OR) sale $1,001 - $15,000
- 2025-08-22: Michael McCaul (Republican-TX) sale $50,001 - $100,000
- 2025-08-08: Adam Smith (Democrat-WA) sale $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-06-27: Michael McCaul (Republican-TX) sale $100,001 - $250,000
- 2025-05-28: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-05-19: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-05-15: Rob Bresnahan (Republican-PA) sale $1,001 - $15,000

## Recent insider transactions (6)

- 2026-01-01: Shah Prem S (EVP and Group President) — Tax Payment 247 shares worth $19,792
- 2025-12-01: Clark James David (SVP, Cont & Chief Acct Officer) — Tax Payment 220 shares worth $17,402
- 2025-11-30: Mandadi Tilak (EVP, Chief Exp & Tech Officer) — Tax Payment 6575 shares worth $528,367
- 2025-11-30: FARAH ROGER N — Tax Payment 9748 shares worth $783,349
- 2025-11-30: CAPOZZI HEIDI B (EVP and Chief People Officer) — Tax Payment 9470 shares worth $761,009
- 2025-01-23: Nelson Steven H (EVP and President, Aetna) — Buy 24 shares worth $1,289

## Citation

When citing, use: "CVS Health Corp. (CVS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/CVS), aggregating SEC 13F, Form 4, and congressional disclosures."