CVS Institutional Ownership
CVS Health Corp.
1W: -3.2%
1M: +3.7%
3M: -14.0%
YTD: +14.6%
1Y: +11.2%
3Y: +43.3%
5Y: +23.8%
$91.13
-1.40 (-1.51%)
Weekly Expected Move ±3.4%
$87
$90
$93
$97
$100
Credit Risk of going bust: lower than 59% of companies Debt: 39.6% of company value Bonds: $1.86B held by 970 funds, 98 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.01 (down 97%), CVS Health Corp. would be worth roughly what it owes.
Total debt $76.31B against a stock market value of $116.55B.
Distance to default 6.07 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $31.68B (short-term plus half of long-term), stock volatility 32.1%; Altman Z'' 1.25. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.01 (down 97%), CVS Health Corp. would be worth roughly what it owes.
Total debt $76.31B against a stock market value of $116.55B.
Distance to default 6.07 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $31.68B (short-term plus half of long-term), stock volatility 32.1%; Altman Z'' 1.25. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — CVS
2,197
Institutional Holders
+109 vs prior quarter
0.0%
Ownership
+0.00pp
$115B
Total Invested
328
New Positions
782
Increased
844
Reduced
104
Closed
1.04
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2325 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 123,223,409 | $11.2B | -2,696,444 | -2.1% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 83,315,369 | $7.6B | +665,293 | +0.8% | 2Q | SEC ↗ |
| 3 | Capital World Investors | 74,951,955 | $6.8B | -2,296,687 | -3.0% | 28Q | SEC ↗ |
| 4 | STATE STREET CORP | 60,283,408 | $5.5B | +961,227 | +1.6% | 46Q | SEC ↗ |
| 5 | Dodge & Cox | 50,012,765 | $4.6B | -1,767,351 | -3.4% | 25Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 33,801,113 | $3.1B | +11,233,381 | +49.8% | 83Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 29,899,653 | $2.7B | +440,611 | +1.5% | 92Q | SEC ↗ |
| 8 | FMR LLC | 28,920,617 | $2.6B | -2,276,273 | -7.3% | 110Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26,637,259 | $2.4B | +639,911 | +2.5% | 2Q | SEC ↗ |
| 10 | Capital Research Global Investors | 24,329,151 | $2.2B | +4,316,819 | +21.6% | 13Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 24,203,884 | $2.2B | +420,739 | +1.8% | 16Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 23,188,670 | $2.1B | +13,836,701 | +148.0% | 15Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 22,112,970 | $2.0B | -7,414,155 | -25.1% | 103Q | SEC ↗ |
| 14 | Invesco Ltd. | 20,595,431 | $1.9B | -4,543,515 | -18.1% | 87Q | SEC ↗ |
| 15 | MORGAN STANLEY | 18,606,028 | $1.7B | +780,906 | +4.4% | 60Q | SEC ↗ |
| 16 | NORGES BANK NEW | 18,038,922 | $1.6B | — | +0.0% | 1Q | SEC ↗ |
| 17 | Capital International Investors | 15,387,600 | $1.4B | -4,622 | -0.0% | 56Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 13,411,807 | $1.2B | +772,006 | +6.1% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 13,259,314 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 13,259,314 | $1.2B | -415,611 | -3.0% | 15Q | SEC ↗ |
| 21 | Davis Selected Advisers | 11,865,916 | $1.1B | -373,750 | -3.1% | 31Q | SEC ↗ |
| 22 | PZENA INVESTMENT MANAGEMENT LLC | 11,769,536 | $1.1B | -2,003,517 | -14.5% | 11Q | SEC ↗ |
| 23 | NORTHERN TRUST CORP | 11,471,830 | $1.0B | -169,719 | -1.5% | 110Q | SEC ↗ |
| 24 | FRANKLIN RESOURCES INC | 9,985,330 | $910M | +3,743,723 | +60.0% | 22Q | SEC ↗ |
| 25 | Legal & General Group Plc | 9,172,999 | $836M | -342,724 | -3.6% | 27Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 9,013,571 | $821M | -16,590 | -0.2% | 76Q | SEC ↗ |
| 27 | Clearbridge Investments, LLC | 8,536,952 | $778M | -237,756 | -2.7% | 64Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 8,511,113 | $776M | -473,501 | -5.3% | 87Q | SEC ↗ |
| 29 | GQG Partners LLC | 7,955,411 | $725M | +7,923,888 | +25136.8% | 3Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 7,943,034 | $724M | -1,011,500 | -11.3% | 16Q | SEC ↗ |
| 31 | UBS AM, a distinct business unit of UB | 7,684,996 | $700M | -613,102 | -7.4% | 63Q | SEC ↗ |
| 32 | Amundi | 7,525,080 | $686M | +154,142 | +2.1% | 21Q | SEC ↗ |
| 33 | DIMENSIONAL FUND ADVISORS LP | 7,381,983 | $673M | +184,519 | +2.6% | 102Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 7,165,229 | $653M | +6,412 | +0.1% | 2Q | SEC ↗ |
| 35 | Nuveen, LLC | 5,265,836 | $480M | -17,135 | -0.3% | 6Q | SEC ↗ |
| 36 | UBS Group AG | 5,261,161 | $479M | -869,137 | -14.2% | 47Q | SEC ↗ |
| 37 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 5,069,263 | $462M | -1,150,493 | -18.5% | 10Q | SEC ↗ |
| 38 | DZ BANK AG Deutsche Zentral Genossensc | 4,942,871 | $450M | +127,049 | +2.6% | 39Q | SEC ↗ |
| 39 | GLENVIEW CAPITAL MANAGEMENT, LLC | 4,824,799 | $440M | -3,372,000 | -41.1% | 11Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 4,812,530 | $439M | -615,513 | -11.3% | 67Q | SEC ↗ |
| 41 | LSV ASSET MANAGEMENT | 4,635,285 | $422M | +131,788 | +2.9% | 70Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 4,510,716 | $411M | -94,872 | -2.1% | 52Q | SEC ↗ |
| 43 | RAYMOND JAMES FINANCIAL INC | 4,348,680 | $396M | +889,195 | +25.7% | 7Q | SEC ↗ |
| 44 | Allianz Asset Management GmbH | 3,781,975 | $345M | -301,417 | -7.4% | 57Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN | 3,682,178 | $336M | -4,428,857 | -54.6% | 104Q | SEC ↗ |
| 46 | Jupiter Topco LLC NEW | 3,677,824 | $335M | — | +0.0% | 1Q | SEC ↗ |
| 47 | VIKING GLOBAL INVESTORS LP NEW | 3,663,361 | $334M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Swiss National Bank | 3,588,160 | $327M | -137,300 | -3.7% | 53Q | SEC ↗ |
| 49 | JANUS HENDERSON GROUP PLC | 3,536,861 | $322M | -80,085 | -2.2% | 53Q | SEC ↗ |
| 50 | National Pension Service | 3,404,216 | $310M | -15,397 | -0.5% | 48Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 18,038,922 | $1.6B |
| Sixth Street Partners Management Co | 13,259,314 | $1.2B |
| Jupiter Topco LLC | 3,677,824 | $335M |
| VIKING GLOBAL INVESTORS LP | 3,663,361 | $334M |
| Nykredit A/S | 2,028,154 | $185M |
| Point72 Asset Management, L.P. | 1,961,032 | $179M |
| Alyeska Investment Group, L.P. | 1,685,440 | $154M |
| Munich Reinsurance Co Stock Corp in | 459,492 | $42M |
| HRT FINANCIAL LP | 311,269 | $28M |
| ARGENT CAPITAL MANAGEMENT LLC | 158,288 | $14M |
| Meridiem Capital Partners LP | 158,028 | $14M |
| PFM Health Sciences, LP | 137,457 | $13M |
| Curated Wealth Partners LLC | 130,276 | $12M |
| MONTANOVA CAPITAL, LLC | 84,500 | $8M |
| Dana Investment Advisors, Inc. | 75,282 | $7M |
| AGF MANAGEMENT LTD | 70,085 | $6M |
| Groupe la Francaise | 50,024 | $5M |
| Jain Global LLC | 49,158 | $4M |
| L & S Advisors Inc | 47,408 | $4M |
| JACKSON SQUARE CAPITAL, LLC | 43,545 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 2,794,787 | $255M |
| Sachem Head Capital Management LP | 2,585,000 | $236M |
| Empyrean Capital Partners, LP | 1,160,000 | $106M |
| Skandinaviska Enskilda Banken AB (p | 833,771 | $76M |
| SRS Investment Management, LLC | 612,778 | $56M |
| Value Partners Investments Inc. | 539,973 | $49M |
| SAMLYN CAPITAL, LLC | 363,765 | $33M |
| MOORE CAPITAL MANAGEMENT, LP | 350,000 | $32M |
| TODD ASSET MANAGEMENT LLC | 323,809 | $30M |
| ARMISTICE CAPITAL, LLC | 295,589 | $27M |
| BRAIDWELL LP | 290,700 | $26M |
| NATIXIS | 277,825 | $25M |
| STEADFAST CAPITAL MANAGEMENT LP | 226,000 | $21M |
| PERCEPTIVE ADVISORS LLC | 220,000 | $20M |
| BW Gestao de Investimentos Ltda. | 200,000 | $18M |
| AustralianSuper Pty Ltd | 182,824 | $17M |
| Park West Asset Management LLC | 176,500 | $16M |
| Senator Investment Group LP | 175,000 | $16M |
| WINTON GROUP Ltd | 103,111 | $9M |
| Aquatic Capital Management LLC | 103,069 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +13,836,701 | +148.0% | 23,188,670 |
| WELLINGTON MANAGEMENT GROUP LLP | +11,233,381 | +49.8% | 33,801,113 |
| GQG Partners LLC | +7,923,888 | +25136.8% | 7,955,411 |
| Capital Research Global Investors | +4,316,819 | +21.6% | 24,329,151 |
| FRANKLIN RESOURCES INC | +3,743,723 | +60.0% | 9,985,330 |
| MILLENNIUM MANAGEMENT LLC | +1,970,426 | +1013.6% | 2,164,833 |
| Boston Partners | +1,925,610 | +1783.4% | 2,033,583 |
| TRUIST FINANCIAL CORP | +1,463,437 | +786.4% | 1,649,520 |
| PANAGORA ASSET MANAGEMENT INC | +1,311,446 | +1775.5% | 1,385,308 |
| LORD, ABBETT & CO. LLC | +1,077,307 | +35566.4% | 1,080,336 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +1,025,563 | +1283.4% | 1,105,471 |
| ENVESTNET ASSET MANAGEMENT INC | +982,034 | +51.1% | 2,902,944 |
| STATE STREET CORP | +961,227 | +1.6% | 60,283,408 |
| Integral Health Asset Management, L | +950,000 | +633.3% | 1,100,000 |
| Assenagon Asset Management S.A. | +899,942 | +102.7% | 1,776,295 |
| Woodline Partners LP | +889,893 | +458.8% | 1,083,859 |
| RAYMOND JAMES FINANCIAL INC | +889,195 | +25.7% | 4,348,680 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | +875,088 | +536.9% | 1,038,066 |
| Walleye Capital LLC | +813,025 | +89245.3% | 813,936 |
| MORGAN STANLEY | +780,906 | +4.4% | 18,606,028 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -7,414,155 | -25.1% | 22,112,970 |
| Pacer Advisors, Inc. | -4,750,182 | -98.0% | 95,039 |
| Invesco Ltd. | -4,543,515 | -18.1% | 20,595,431 |
| WELLS FARGO & COMPANY/MN | -4,428,857 | -54.6% | 3,682,178 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | -3,372,000 | -41.1% | 4,824,799 |
| BlackRock, Inc. | -2,696,444 | -2.1% | 123,223,409 |
| Capital World Investors | -2,296,687 | -3.0% | 74,951,955 |
| FMR LLC | -2,276,273 | -7.3% | 28,920,617 |
| PZENA INVESTMENT MANAGEMENT LLC | -2,003,517 | -14.5% | 11,769,536 |
| FIRST TRUST ADVISORS LP | -1,911,654 | -81.5% | 432,993 |
| Dodge & Cox | -1,767,351 | -3.4% | 50,012,765 |
| NORDEA INVESTMENT MANAGEMENT AB | -1,747,035 | -42.5% | 2,366,148 |
| Holocene Advisors, LP | -1,478,441 | -33.0% | 3,001,684 |
| VAN ECK ASSOCIATES CORP | -1,334,536 | -85.5% | 226,203 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -1,150,493 | -18.5% | 5,069,263 |
| AMERIPRISE FINANCIAL INC | -1,011,500 | -11.3% | 7,943,034 |
| Qube Research & Technologies Ltd | -1,002,516 | -46.6% | 1,147,850 |
| BARCLAYS PLC | -986,885 | -35.7% | 1,774,398 |
| Balyasny Asset Management L.P. | -962,067 | -80.8% | 228,956 |
| PRUDENTIAL FINANCIAL INC | -940,384 | -38.3% | 1,512,907 |