CVS CVS Health
CVS Health (CVS) Institutional Ownership
What the institutions did with CVS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CACTI ASSET MANAGEMENT LLC | 385.9K | 31.1% |
| CapWealth Advisors, LLC | 344.4K | 27.7% |
| ARGENT CAPITAL MANAGEMENT LLC | 238.1K | 19.2% |
| PARK NATIONAL CORP /OH/ | 132.6K | 10.7% |
| Violich Capital Management, Inc. | 42.7K | 3.4% |
| Central Pacific Bank - Trust Division | 24.8K | 2.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 11.6K | 0.9% |
| CX Institutional | 10.7K | 0.9% |
| EASTERN BANK | 10.3K | 0.8% |
| Boltwood Capital Management | 9.9K | 0.8% |
| Versant Capital Management, Inc | 9.9K | 0.8% |
| ROCKLAND TRUST CO | 5.5K | 0.4% |
| TOMPKINS FINANCIAL CORP | 4.0K | 0.3% |
| MassMutual Private Wealth & Trust, FSB | 3.8K | 0.3% |
| PRIVATE CLIENT SERVICES, LLC | 3.6K | 0.3% |
| Rosenberg Matthew Hamilton | 1.6K | 0.1% |
| Hickory Point Bank & Trust | 1.3K | 0.1% |
| GoalVest Advisory LLC | 591 | 0.0% |
| Coastline Trust Co | 300 | 0.0% |
| Olistico Wealth, LLC | 290 | 0.0% |
| Roxbury Financial LLC | 265 | 0.0% |
| Planning Strategies Inc. | 83 | 0.0% |
| Miller Global Investments, LLC | 34 | 0.0% |
| Noble Wealth Management PBC | 8 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 100.7K | 10.7K | -90.0K |
| ARGENT CAPITAL MANAGEMENT LLC | Increased | 158.3K | 238.1K | +79.8K |
| PARK NATIONAL CORP /OH/ | Reduced | 138.6K | 132.6K | -6.0K |
| CapWealth Advisors, LLC | Increased | 339.6K | 344.4K | +4.8K |
| PRIVATE CLIENT SERVICES, LLC | New | 0 | 3.6K | +3.6K |
| Violich Capital Management, Inc. | Reduced | 44.3K | 42.7K | -1.5K |
| Central Pacific Bank - Trust Division | Reduced | 25.9K | 24.8K | -1.1K |
| Rosenberg Matthew Hamilton | Increased | 899 | 1.6K | +709 |
| CACTI ASSET MANAGEMENT LLC | Reduced | 386.4K | 385.9K | -494 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 12.1K | 11.6K | -491 |
| Boltwood Capital Management | Increased | 9.4K | 9.9K | +470 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 4.1K | 3.8K | -331 |
| Versant Capital Management, Inc | Increased | 9.6K | 9.9K | +215 |
| Roxbury Financial LLC | Reduced | 465 | 265 | -200 |
| GoalVest Advisory LLC | Increased | 469 | 591 | +122 |
| EASTERN BANK | Reduced | 10.4K | 10.3K | -107 |
| Hickory Point Bank & Trust | Reduced | 1.4K | 1.3K | -75 |
| TOMPKINS FINANCIAL CORP | Reduced | 4.0K | 4.0K | -37 |
| Planning Strategies Inc. | Increased | 75 | 83 | +8 |
| ROCKLAND TRUST CO | Increased | 5.5K | 5.5K | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.