# 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: 2026-07-08T11:36:54.387Z

## Summary

As of the most recent 13F filing period, CVS Health Corp. (CVS) is held by 11 tracked superinvestors with an aggregate position value of $5.98B representing 051780116137730531223966627120001357159702151618428674621913294726175 shares.

## Top institutional holders (11)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 51780116 | $3.72B | 2.04% | 2026-03-31 |
| 2 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 13773053 | $989.2M | 3.21% | 2026-03-31 |
| 3 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 12239666 | $879.1M | 4.04% | 2026-03-31 |
| 4 | [Prem Watsa](https://superinvestorclub.com/manager/71) | Fairfax Financial Holdings | 2712000 | $194.8M | 10.03% | 2026-03-31 |
| 5 | [Samantha McLemore](https://superinvestorclub.com/manager/294) | Patient Capital Management | 1357159 | $97.5M | 3.56% | 2026-03-31 |
| 6 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 702151 | $50.4M | 0.56% | 2026-03-31 |
| 7 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 618428 | $44.4M | 0.20% | 2026-03-31 |
| 8 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 67462 | $4.8M | 3.36% | 2026-03-31 |
| 9 | [Tweedy Browne](https://superinvestorclub.com/manager/18) | Tweedy Browne Company | 19132 | $1.4M | 0.11% | 2026-03-31 |
| 10 | [Lee Ainslie](https://superinvestorclub.com/manager/58) | Maverick Capital | 9472 | $680,279 | 0.01% | 2026-03-31 |
| 11 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 6175 | $443,489 | 0.04% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $6.9M aggregate, 0100000 shares
- 2023-09-30: 1 holders, $21.4M aggregate, 0306314 shares
- 2023-12-31: 3 holders, $2.43B aggregate, 03041339029115465000 shares
- 2024-03-31: 6 holders, $3.53B aggregate, 041012543245461733200028374412900015000 shares
- 2024-06-30: 8 holders, $3.86B aggregate, 061683343124356611658316690843647821550004700018561 shares
- 2024-09-30: 8 holders, $4.25B aggregate, 063030690157500011408127541526168073675121650007161 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: 12 holders, $5.98B aggregate, 05178011613773053122396662712000135715970215161842867462191329472617550000 shares

## Recent congressional trades (31)

- 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
- 2025-08-22: 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
- 2025-05-12: Jefferson Shreve (Republican-IN) sale $15,001 - $50,000

## 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 6,575 shares worth $528,367
- 2025-11-30: FARAH ROGER N — Tax Payment 9,748 shares worth $783,349
- 2025-11-30: CAPOZZI HEIDI B (EVP and Chief People Officer) — Tax Payment 9,470 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."