Who holds CVSticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CVS HEALTH CORP · COM · quarter ended 2026-03-31 · 56 members disclosed CVS ↗

1,499

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$69.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

706

addsholders whose share count rose or who opened the position (new + add), by shares

220

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CVS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.0B	125,919,853	+4,925,379	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.9B	82,650,076	—	no prior
3	Capital World Investors	$5.5B	77,248,642	+9,585,731	add
4	STATE STREET CORP	$4.3B	59,322,181	−861,562	trim
5	DODGE & COX	$3.7B	51,780,116	−10,729,872	trim
6	FMR LLC	$2.2B	31,196,890	−9,821,091	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$2.1B	29,459,042	+418,771	add
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.9B	25,997,348	—	no prior
9	Invesco Ltd.	$1.8B	25,138,946	+1,119,805	add
10	WELLINGTON MANAGEMENT GROUP LLP	$1.6B	22,567,732	+4,003,340	add
11	Capital Research Global Investors	$1.4B	20,012,332	+7,968,909	add
12	MORGAN STANLEY	$1.3B	17,825,122	−2,548,652	trim
13	Capital International Investors	$1.1B	15,392,222	−12,200,134	trim
14	PZENA INVESTMENT MANAGEMENT LLC	$989M	13,773,053	−1,808,254	trim
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$983M	13,674,925	−182,421	trim
16	NORTHERN TRUST CORP	$836M	11,641,549	−190,225	trim
17	Legal & General Group Plc	$683M	9,515,723	+206,541	add
18	BANK OF AMERICA CORP /DE/	$672M	9,351,969	−67,667	trim
19	Bank of New York Mellon Corp	$649M	9,030,161	−80,415	trim
20	ROYAL BANK OF CANADA	$645M	8,984,614	−276,841	trim
21	AMERIPRISE FINANCIAL INC	$643M	8,954,534	+903,330	add
22	Clearbridge Investments, LLC	$630M	8,774,708	−17,053	trim
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$596M	8,298,098	−14,243	trim
24	GLENVIEW CAPITAL MANAGEMENT, LLC	$589M	8,196,799	0	no change
25	WELLS FARGO & COMPANY/MN	$583M	8,111,035	+1,244,572	add
26	Amundi	$529M	7,370,938	+1,542,655	add
27	DIMENSIONAL FUND ADVISORS LP	$517M	7,197,464	+207,335	add
28	VANGUARD FIDUCIARY TRUST CO	$514M	7,158,817	—	no prior
29	FRANKLIN RESOURCES INC	$448M	6,241,607	+2,479,545	add
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$447M	6,219,756	+1,899,932	add
31	UBS Group AG	$440M	6,130,298	−498,915	trim
32	CITADEL ADVISORS LLC	$390M	5,428,043	+1,826,690	add
33	Nuveen, LLC	$379M	5,282,971	+93,375	add
34	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$346M	4,815,822	−4,555,773	trim
35	DEUTSCHE BANK AG\	$331M	4,605,588	−60,907	trim
36	Holocene Advisors, LP	$322M	4,480,125	+511,322	add
37	Allianz Asset Management GmbH	$293M	4,083,392	+360,872	add
38	NORDEA INVESTMENT MANAGEMENT AB	$291M	4,113,183	−13,852	trim
39	Swiss National Bank	$268M	3,725,460	+249,800	add
40	Janus Henderson Group Ltd.	$254M	3,536,861	−80,085	trim
41	RAYMOND JAMES FINANCIAL INC	$248M	3,459,485	+14,296	add
42	National Pension Service	$246M	3,419,613	+3,419,613	new
43	ALLIANCEBERNSTEIN L.P.	$213M	2,682,826	−626,783	trim
44	Vanguard Global Advisers, LLC	$208M	2,893,696	—	no prior
45	Mitsubishi UFJ Asset Management Co., Ltd.	$206M	2,865,913	+203,154	add
46	Sumitomo Mitsui Trust Group, Inc.	$201M	2,799,884	−68,340	trim
47	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$201M	2,794,787	−98,590	trim
48	BARCLAYS PLC	$198M	2,761,283	+31,056	add
49	FAIRFAX FINANCIAL HOLDINGS LTD/ CAN	$195M	2,712,000	0	no change
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$182M	2,536,408	+269,363	add
51	VANGUARD ASSET MANAGEMENT, Ltd	$182M	2,527,450	—	no prior
52	PRUDENTIAL FINANCIAL INC	$176M	2,453,291	+120,544	add
53	HSBC HOLDINGS PLC	$173M	2,410,694	−2,128,908	trim
54	PRIMECAP MANAGEMENT CO/CA/	$172M	2,395,130	−15,400	trim
55	AQR CAPITAL MANAGEMENT LLC	$170M	2,387,964	−226,994	trim
56	Robeco Institutional Asset Management B.V.	$169M	2,349,444	−989,300	trim
57	FIRST TRUST ADVISORS LP	$168M	2,344,647	+93,502	add
58	Swedbank AB	$164M	2,278,233	+5,460	add
59	Qube Research & Technologies Ltd	$154M	2,150,366	+516,220	add
60	Epoch Investment Partners, Inc.	$146M	2,039,191	−55,744	trim
61	CANADA PENSION PLAN INVESTMENT BOARD	$146M	2,036,813	+186,885	add
62	CITIGROUP INC	$143M	1,986,793	+398,103	add
63	BRANDES INVESTMENT PARTNERS, LP	$141M	1,969,801	+124,459	add
64	ENVESTNET ASSET MANAGEMENT INC	$138M	1,920,910	+53,252	add
65	NEW YORK STATE COMMON RETIREMENT FUND	$124M	1,720,490	−9,200	trim
66	VICTORY CAPITAL MANAGEMENT INC	$119M	1,660,522	+84,157	add
67	BANK OF MONTREAL /CAN/	$118M	1,648,447	−342,111	trim
68	Hamlin Capital Management, LLC	$118M	1,642,646	−384,115	trim
69	D. E. Shaw & Co., Inc.	$116M	1,617,522	+542,634	add
70	Aberdeen Group plc	$116M	1,614,506	−30,523	trim
71	ADAGE CAPITAL PARTNERS GP, L.L.C.	$115M	1,596,630	−124,636	trim
72	MACKENZIE FINANCIAL CORP	$114M	1,589,291	+142,159	add
73	LPL Financial LLC	$104M	1,444,958	−36,726	trim
74	Zurcher Kantonalbank (Zurich Cantonalbank)	$103M	1,438,394	−146,841	trim
75	PRINCIPAL FINANCIAL GROUP INC	$102M	1,415,497	−7,634	trim
76	Quantinno Capital Management LP	$100M	1,393,802	+461,114	add
77	SEI INVESTMENTS CO	$99.3M	1,383,147	+336,387	add
78	Patient Capital Management, LLC	$97.5M	1,357,159	+125,743	add
79	MACQUARIE GROUP LTD	$95.0M	1,322,784	−32,593	trim
80	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$88.1M	1,226,472	+1,226,472	new
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$87.4M	1,217,244	+8,213	add
82	TD ASSET MANAGEMENT INC	$87.1M	1,212,485	−12,472	trim
83	BALYASNY ASSET MANAGEMENT L.P.	$85.5M	1,191,023	+252,966	add
84	NATIONAL BANK OF CANADA /FI/	$80.2M	1,116,043	−18,827	trim
85	LETKO, BROSSEAU & ASSOCIATES INC	$80.1M	1,114,735	+2,875	add
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$79.1M	1,101,125	−9,068	trim
87	AVIVA PLC	$78.3M	1,090,452	+31,048	add
88	Korea Investment CORP	$77.5M	1,079,245	+123,056	add
89	STOREBRAND ASSET MANAGEMENT AS	$76.1M	1,059,383	—	no prior
90	Maple Rock Capital Partners Inc.	$75.3M	1,048,100	+231,700	add
91	Universal- Beteiligungs- und Servicegesellschaft mbH	$71.8M	998,979	+109,519	add
92	Connor, Clark & Lunn Investment Management Ltd.	$71.0M	988,761	+933,370	add
93	Federation des caisses Desjardins du Quebec	$67.8M	943,620	+88,093	add
94	JENNISON ASSOCIATES LLC	$66.7M	928,053	−467,906	trim
95	Capital International, Inc./CA/	$65.0M	905,614	+38,480	add
96	Long Focus Capital Management, LLC	$64.2M	894,000	+54,000	add
97	SCHRODER INVESTMENT MANAGEMENT GROUP	$64.1M	913,817	−35,836	trim
98	Retirement Systems of Alabama	$63.0M	876,722	+111	add
99	Assenagon Asset Management S.A.	$62.9M	876,353	−2,079,660	trim
100	SEB Asset Management AB	$62.6M	872,126	—	no prior
101	STIFEL FINANCIAL CORP	$57.3M	797,303	−28,072	trim
102	Freestone Grove Partners LP	$55.9M	777,702	−334,537	trim
103	Man Group plc	$54.5M	758,865	+304,865	add
104	DANSKE BANK A/S	$54.5M	758,836	−169,626	trim
105	BNP Paribas Asset Management Holding S.A.	$53.6M	746,266	−253,031	trim
106	STATE OF WISCONSIN INVESTMENT BOARD	$53.3M	741,745	+60,835	add
107	Ensign Peak Advisors, Inc	$53.0M	738,180	+30,934	add
108	ASSETMARK, INC	$52.3M	728,295	−4,374	trim
109	PFA Pension, Forsikringsaktieselskab	$51.7M	720,120	+720,120	new
110	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$51.2M	712,335	−184,272	trim
111	NOMURA ASSET MANAGEMENT CO LTD	$50.9M	708,081	−153,436	trim
112	ARIEL INVESTMENTS, LLC	$50.4M	702,151	−122,941	trim
113	TUDOR INVESTMENT CORP ET AL	$49.0M	681,806	+513,806	add
114	ROYAL LONDON ASSET MANAGEMENT LTD	$47.9M	667,367	+2,299	add
115	Swiss Life Asset Management Ltd	$47.0M	466,404	+94,860	add
116	Chevy Chase Trust Holdings, LLC	$46.1M	641,369	−14,577	trim
117	Grantham, Mayo, Van Otterloo & Co. LLC	$45.6M	634,846	−86,272	trim
118	BANK OF NOVA SCOTIA	$45.4M	632,518	−587,663	trim
119	Vanguard Investments Australia, Ltd.	$45.4M	632,222	—	no prior
120	OSAIC HOLDINGS, INC.	$45.3M	631,268	+344,380	add
121	Bridgewater Associates, LP	$44.4M	618,428	−418,924	trim
122	AMERICAN CENTURY COMPANIES INC	$43.8M	609,822	+160,352	add
123	TEACHER RETIREMENT SYSTEM OF TEXAS	$41.4M	576,651	−39,208	trim
124	APG Asset Management N.V.	$41.2M	660,496	−69,680	trim
125	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$40.9M	569,001	−67,117	trim
126	KLP KAPITALFORVALTNING AS	$40.0M	557,503	+10,500	add
127	Asset Management One Co., Ltd.	$39.9M	556,125	+1,584	add
128	Pictet Asset Management Holding SA	$39.7M	553,318	−277,329	trim
129	Corient Private Wealth LLC	$39.5M	554,868	−386,847	trim
130	Value Partners Investments Inc.	$38.8M	539,973	−11,243	trim
131	CIBC WORLD MARKET INC.	$38.5M	536,679	+12,944	add
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$38.5M	535,790	+615	add
133	OPPENHEIMER ASSET MANAGEMENT INC.	$37.7M	524,266	+21,970	add
134	VOYA INVESTMENT MANAGEMENT LLC	$36.7M	511,598	−18,044	trim
135	DnB Asset Management AS	$36.4M	506,583	+59,740	add
136	SRB CORP	$36.3M	506,016	+506,016	new
137	Focus Partners Wealth	$36.3M	505,099	−12,868	trim
138	HARRIS ASSOCIATES L P	$35.5M	494,126	−30,925	trim
139	Solel Partners LP	$35.5M	493,700	−100,000	trim
140	Polar Capital Holdings Plc	$35.0M	487,606	+116,624	add
141	Trexquant Investment LP	$34.4M	478,879	+478,879	new
142	ING GROEP NV	$34.1M	474,390	+87,422	add
143	Cetera Investment Advisers	$33.1M	460,310	−25,271	trim
144	Squarepoint Ops LLC	$32.5M	452,564	+418,734	add
145	OSLO PENSJONSFORSIKRING AS	$32.1M	447,471	—	no prior
146	Cerity Partners LLC	$31.7M	440,706	−6,181	trim
147	Susquehanna Portfolio Strategies, LLC	$31.3M	436,093	0	no change
148	State of New Jersey Common Pension Fund D	$31.2M	434,295	0	no change
149	Calamos Advisors LLC	$31.1M	433,533	+8,850	add
150	Walleye Trading LLC	$30.7M	427,542	+133,578	add
151	Zurich Insurance Group Ltd/FI	$30.7M	427,005	+427,005	new
152	Lansforsakringar Fondforvaltning AB (publ)	$29.8M	414,276	−51	trim
153	Resona Asset Management Co.,Ltd.	$29.7M	415,595	+6,396	add
154	Nan Shan Life Insurance Co., Ltd.	$29.5M	411,050	0	no change
155	CREDIT AGRICOLE S A	$29.2M	406,074	−57,839	trim
156	FIFTH THIRD BANCORP	$29.0M	403,201	+256,912	add
157	WORLDQUANT MILLENNIUM ADVISORS LLC	$28.7M	399,348	−295,841	trim
158	COMMONWEALTH EQUITY SERVICES, LLC	$28.6M	397,765	−35,089	trim
159	Rockefeller Capital Management L.P.	$28.6M	397,730	+96,960	add
160	Mediolanum International Funds Ltd	$28.4M	404,233	+122,456	add
161	PUBLIC SECTOR PENSION INVESTMENT BOARD	$28.3M	394,393	+40,246	add
162	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$28.3M	393,977	−1,132,833	trim
163	Parkman Healthcare Partners LLC	$27.8M	387,306	−62,906	trim
164	Candriam S.C.A.	$27.7M	385,802	0	no change
165	TORONTO DOMINION BANK	$27.3M	379,995	−50,849	trim
166	STATE OF MICHIGAN RETIREMENT SYSTEM	$27.0M	375,677	0	no change
167	Crossmark Global Holdings, Inc.	$26.9M	374,436	—	no prior
168	Nippon Life Global Investors Americas, Inc.	$26.6M	370,230	+268,680	add
169	TCTC Holdings, LLC	$26.5M	369,627	+700	add
170	Tredje AP-fonden	$26.3M	366,439	+366,439	new
171	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$26.3M	366,368	−7,579	trim
172	Kiltearn Partners LLP	$26.2M	365,068	−76,700	trim
173	SAMLYN CAPITAL, LLC	$26.1M	363,765	−856,808	trim
174	HighTower Advisors, LLC	$26.0M	362,550	+86,511	add
175	CIBC Bancorp USA Inc.	$26.0M	361,387	—	no prior
176	MFF Capital Investments Ltd	$25.9M	360,853	+52,928	add
177	WEDGE CAPITAL MANAGEMENT L L P/NC	$25.9M	360,143	+12,339	add
178	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.1M	367,097	−68,979	trim
179	Arizona State Retirement System	$25.0M	347,757	−7,555	trim
180	Czech National Bank	$24.9M	346,481	+11,752	add
181	ALPS ADVISORS INC	$24.9M	346,043	+30,181	add
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$24.3M	337,700	+131,150	add
183	NISA INVESTMENT ADVISORS, LLC	$24.2M	337,119	−25,976	trim
184	Rhenman & Partners Asset Management AB	$24.2M	336,500	+1,000	add
185	EDMOND DE ROTHSCHILD HOLDING S.A.	$24.1M	335,010	+20,000	add
186	Mariner, LLC	$23.9M	332,710	−16,313	trim
187	CIBC Asset Management Inc	$23.6M	328,979	+3,978	add
188	SHELTON CAPITAL MANAGEMENT	$23.4M	325,336	−118,561	trim
189	TODD ASSET MANAGEMENT LLC	$23.3M	323,809	+323,809	new
190	AE Wealth Management LLC	$23.3M	323,757	+79,618	add
191	EXCHANGE TRADED CONCEPTS, LLC	$23.1M	322,123	+288,932	add
192	TD Waterhouse Canada Inc.	$22.9M	316,455	+10,836	add
193	OLD NATIONAL BANCORP /IN/	$22.7M	315,698	−12,962	trim
194	TOCQUEVILLE ASSET MANAGEMENT L.P.	$21.7M	302,814	−6,333	trim
195	Mirae Asset Global Investments Co., Ltd.	$21.6M	300,483	+18,007	add
196	MetLife Investment Management, LLC	$21.3M	296,941	−7,092	trim
197	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$21.3M	296,352	+1,075	add
198	BRAIDWELL LP	$20.9M	290,700	−273,500	trim
199	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$20.6M	286,968	−11,498	trim
200	WINDWARD CAPITAL MANAGEMENT CO /CA	$20.6M	286,145	+817	add
201	Saudi Central Bank	$20.2M	281,861	+46,331	add
202	NATIXIS	$20.0M	277,825	−78,316	trim
203	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$19.2M	266,645	+7,265	add
204	Creative Planning	$19.0M	265,065	+22,362	add
205	Advisors Capital Management, LLC	$18.9M	263,310	+9,912	add
206	RENAISSANCE TECHNOLOGIES LLC	$18.9M	263,153	+263,153	new
207	FARMERS & MERCHANTS INVESTMENTS INC	$18.7M	260,653	+5,659	add
208	IEQ CAPITAL, LLC	$18.5M	257,435	−38,046	trim
209	LAZARD ASSET MANAGEMENT LLC	$18.1M	251,938	−16,841	trim
210	Baird Financial Group, Inc.	$18.1M	251,697	+251,697	new
211	GATEWAY INVESTMENT ADVISERS LLC	$17.7M	246,760	+6,157	add
212	IFM Investors Pty Ltd	$17.7M	246,725	+5,076	add
213	FACTORY MUTUAL INSURANCE CO	$17.4M	242,743	−65,400	trim
214	OneDigital Investment Advisors LLC	$17.1M	237,554	−1,708	trim
215	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.7M	232,623	+17,175	add
216	USS Investment Management Ltd	$16.7M	232,198	+11,961	add
217	XPONANCE LLC	$16.7M	231,972	+31,447	add
218	Illinois Municipal Retirement Fund	$15.8M	220,451	−15,541	trim
219	ProShare Advisors LLC	$15.7M	218,526	−46,189	trim
220	Daiwa Securities Group Inc.	$15.6M	216,831	+11,862	add
221	Investment Management Corp of Ontario	$15.0M	209,378	+76,643	add
222	D.A. DAVIDSON & CO.	$14.8M	206,370	−8,257	trim
223	Tidal Investments LLC	$14.7M	205,467	+70,015	add
224	Utah Retirement Systems	$14.6M	203,629	−3,245	trim
225	GUGGENHEIM CAPITAL LLC	$14.6M	203,352	−9,970	trim
226	ADAMS DIVERSIFIED EQUITY FUND, INC.	$14.4M	200,700	−150,600	trim
227	US BANCORP \DE\	$14.4M	200,516	+14,648	add
228	Sanctuary Advisors, LLC	$14.3M	199,236	+24,871	add
229	Gotham Asset Management, LLC	$14.1M	196,104	−103,401	trim
230	YOUSIF CAPITAL MANAGEMENT, LLC	$14.0M	195,588	−4,442	trim
231	MILLENNIUM MANAGEMENT LLC	$14.0M	194,407	−3,269,689	trim
232	Woodline Partners LP	$13.9M	193,966	−1,203,336	trim
233	Varma Mutual Pension Insurance Co	$13.6M	189,073	−10,000	trim
234	TRUIST FINANCIAL CORP	$13.4M	186,083	−5,426	trim
235	Rakuten Investment Management, Inc.	$13.2M	188,671	+21,725	add
236	NEOS Investment Management LLC	$13.2M	183,113	+9,090	add
237	SCOTIA CAPITAL INC.	$13.1M	182,997	+8,263	add
238	AustralianSuper Pty Ltd	$13.1M	182,824	−17,852	trim
239	Watchtower Advisors, LP	$13.1M	182,357	−174,643	trim
240	Wealthfront Advisers LLC	$13.0M	181,517	−30,784	trim
241	Sumitomo Mitsui DS Asset Management Company, Ltd	$12.9M	180,112	+3,744	add
242	INTACT INVESTMENT MANAGEMENT INC.	$12.9M	179,700	+14,400	add
243	Elo Mutual Pension Insurance Co	$12.9M	179,421	−15,593	trim
244	AIA Group Ltd	$12.8M	177,654	+90,901	add
245	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.7M	176,615	+2,664	add
246	Park West Asset Management LLC	$12.7M	176,500	+29,500	add
247	Vinva Investment Management Ltd	$12.6M	179,560	+26,607	add
248	Senator Investment Group LP	$12.6M	175,000	+175,000	new
249	PRUDENTIAL PLC	$12.4M	172,331	+23,526	add
250	Pathstone Holdings, LLC	$12.2M	169,297	−12,628	trim
251	Allspring Global Investments Holdings, LLC	$12.0M	166,163	+5,237	add
252	Callan Family Office, LLC	$11.9M	165,103	+9,799	add
253	NISSAY ASSET MANAGEMENT CORP /JAPAN	$11.8M	164,864	+2,433	add
254	SEIZERT CAPITAL PARTNERS, LLC	$11.5M	159,977	+7,783	add
255	PARK NATIONAL CORP /OH/	$11.3M	157,794	+18,117	add
256	Applied Finance Capital Management, LLC	$11.3M	157,481	+1,733	add
257	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.1M	154,998	−18,777	trim
258	&PARTNERS	$11.1M	154,954	+13,240	add
259	Vanguard Personalized Indexing Management, LLC	$11.0M	152,885	−5,399	trim
260	HANCOCK WHITNEY CORP	$11.0M	149,100	+2,388	add
261	Integral Health Asset Management, LLC	$10.8M	150,000	−350,000	trim
262	CUTLER INVESTMENT COUNSEL LLC	$10.7M	149,514	−2,167	trim
263	COLRAIN CAPITAL LLC	$10.7M	148,954	+26,474	add
264	Alpha Omega Wealth Management LLC	$10.7M	148,915	−10	trim
265	Eurizon Capital SGR S.p.A.	$10.5M	146,847	−1,101	trim
266	CWM, LLC	$10.5M	146,447	−3,768	trim
267	MERCER GLOBAL ADVISORS INC /ADV	$10.5M	145,847	+4,711	add
268	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$10.5M	145,565	+200	add
269	M&T BANK CORP	$10.4M	144,543	−7,225	trim
270	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$10.4M	144,314	+32,077	add
271	FIL Ltd	$10.3M	144,026	+74,079	add
272	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.3M	143,663	−1,262	trim
273	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$10.3M	143,486	−8,000	trim
274	ExodusPoint Capital Management, LP	$10.0M	138,690	+4,843	add
275	SECTOR GAMMA AS	$9.7M	135,337	−42,262	trim
276	ASR Vermogensbeheer N.V.	$9.7M	134,735	+3,732	add
277	Engineers Gate Manager LP	$9.6M	133,015	−443,188	trim
278	Empowered Funds, LLC	$9.5M	132,776	+132,776	new
279	NewEdge Advisors, LLC	$9.4M	130,922	+130,922	new
280	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.4M	130,429	+1,824	add
281	LBP AM SA	$9.3M	129,961	−119,498	trim
282	MML INVESTORS SERVICES, LLC	$9.3M	129,041	−17,506	trim
283	Atle Fund Management AB	$9.3M	23,773	−82,745	trim
284	OP Asset Management Ltd	$9.3M	129,013	—	no prior
285	Madison Asset Management, LLC	$9.1M	126,650	0	no change
286	ALLIANZ SE	$9.1M	126,282	+48,568	add
287	Permit Capital, LLC	$9.0M	125,500	0	no change
288	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$8.9M	124,492	+4,633	add
289	Cardinal Point Capital Management ULC	$8.8M	122,740	+185	add
290	Parallax Volatility Advisers, L.P.	$8.7M	112,013	+105,704	add
291	MUFG Securities EMEA plc	$8.6M	120,156	+143	add
292	Centiva Capital, LP	$8.6M	120,089	+108,252	add
293	Sterling Capital Management LLC	$8.4M	116,860	+30,188	add
294	AMG National Trust Bank	$8.3M	115,537	+6,584	add
295	PARTHENON LLC	$8.1M	113,371	−1,465	trim
296	Lorne Steinberg Wealth Management Inc.	$7.8M	108,854	−70	trim
297	Azimuth Capital Investment Management LLC	$7.8M	108,384	+57,148	add
298	Boston Partners	$7.8M	107,973	−13,228	trim
299	Oliver Luxxe Assets LLC	$7.6M	106,487	+3,041	add
300	CI INVESTMENTS INC.	$7.6M	106,462	+9,736	add
301	1834 INVESTMENT ADVISORS CO	$7.6M	106,004	−12,043	trim
302	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.5M	104,865	+10,690	add
303	WINTON GROUP Ltd	$7.4M	103,111	+103,111	new
304	Fisher Funds Management LTD	$7.4M	103,095	0	no change
305	Callahan Advisors, LLC	$7.4M	103,082	+12,169	add
306	Osmosis Investment Management UK Ltd	$7.4M	102,750	+13,981	add
307	MAI Capital Management	$7.3M	101,894	−3,425	trim
308	UniSuper Management Pty Ltd	$7.3M	101,669	+230	add
309	GREAT LAKES ADVISORS, LLC	$7.2M	100,580	−98,644	trim
310	AUXIER ASSET MANAGEMENT LLC	$7.2M	100,195	−528	trim
311	TOTH FINANCIAL ADVISORY CORP	$7.1M	98,684	+9,093	add
312	NEW ENGLAND ASSET MANAGEMENT INC	$7.1M	98,480	0	no change
313	Rafferty Asset Management, LLC	$7.1M	98,305	−38,368	trim
314	QRG CAPITAL MANAGEMENT, INC.	$7.0M	97,485	−10,459	trim
315	Sompo Asset Management Co., Ltd.	$6.9M	96,382	−4,240	trim
316	KEYBANK NATIONAL ASSOCIATION/OH	$6.9M	96,324	+10,596	add
317	Allworth Financial LP	$6.9M	96,263	−6,152	trim
318	SCHARF INVESTMENTS, LLC	$6.9M	96,169	−7,328	trim
319	Avanza Fonder AB	$6.8M	94,440	−8,191	trim
320	Private Advisor Group, LLC	$6.8M	94,085	+2,843	add
321	Taproot Management LP	$6.7M	93,028	−64,434	trim
322	KKM Financial LLC	$6.7M	84,056	0	no change
323	Capital International Sarl	$6.6M	92,215	+16,984	add
324	Vivaldi Capital Management LP	$6.6M	91,700	−7,752	trim
325	Andra AP-fonden	$6.4M	89,487	−285,913	trim
326	Bellevue Group AG	$6.4M	89,363	−19,695	trim
327	Royal Fund Management, LLC	$6.3M	88,301	+20,472	add
328	Vontobel Holding Ltd.	$6.3M	88,187	+39,927	add
329	Stablepoint Partners, LLC	$6.3M	88,169	−3,782	trim
330	IMC-Chicago, LLC	$6.2M	86,636	−46,975	trim
331	ARDSLEY ADVISORY PARTNERS LP	$6.1M	85,000	0	no change
332	BROWN ADVISORY INC	$6.1M	84,802	−3,637	trim
333	INTECH INVESTMENT MANAGEMENT LLC	$6.1M	84,776	−48,370	trim
334	Waverly Advisors, LLC	$6.0M	83,970	+3,050	add
335	St. Louis Trust Co	$5.9M	82,452	0	no change
336	Oak Thistle LLC	$5.9M	81,973	+70,005	add
337	Quinn Opportunity Partners LLC	$5.9M	81,499	−29,500	trim
338	Verition Fund Management LLC	$5.8M	80,760	−6,636	trim
339	Continuum Advisory, LLC	$5.8M	80,736	+80,736	new
340	Midwest Trust Co	$5.8M	80,249	−1,983	trim
341	Norinchukin Bank, The	$5.8M	80,062	+319	add
342	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$5.7M	80,020	+80,020	new
343	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.7M	79,908	+29,724	add
344	Legacy CG, LLC	$5.7M	79,832	+1,000	add
345	Advisors Asset Management, Inc.	$5.7M	79,806	−46,129	trim
346	Vident Advisory, LLC	$5.7M	79,440	−14,601	trim
347	CHOREO, LLC	$5.7M	79,251	+5,894	add
348	Stamos Capital Partners, L.P.	$5.7M	78,722	+10,874	add
349	NewSquare Capital LLC	$5.6M	78,607	−1,201	trim
350	Beck Bode, LLC	$5.6M	77,796	+77,796	new
351	Kestra Advisory Services, LLC	$5.6M	77,785	+6,580	add
352	Pinnacle Financial Partners, Inc.	$5.6M	77,686	−4,363	trim
353	Snowden Capital Advisors LLC	$5.6M	77,560	−11,898	trim
354	Atria Investments, Inc	$5.5M	76,970	−4,061	trim
355	MIZUHO SECURITIES USA LLC	$5.5M	76,911	−15,521	trim
356	FIDUCIARY TRUST CO	$5.5M	76,405	+3,512	add
357	JANE STREET GROUP, LLC	$5.4M	75,453	−16,823	trim
358	Brevan Howard Capital Management LP	$5.4M	75,187	+61,929	add
359	Siemens Fonds Invest GmbH	$5.4M	75,110	+84	add
360	SIMPLEX TRADING, LLC	$5.3M	74,158	+27,987	add
361	MARCO INVESTMENT MANAGEMENT LLC	$5.3M	74,121	−490	trim
362	PANAGORA ASSET MANAGEMENT INC	$5.3M	73,862	+63,430	add
363	HENNESSY ADVISORS INC	$5.3M	73,400	−23,600	trim
364	HARTFORD INVESTMENT MANAGEMENT CO	$5.2M	72,460	−864	trim
365	Stanley-Laman Group, Ltd.	$5.2M	72,421	+1,981	add
366	DCM Advisors, LLC	$5.2M	72,169	−574	trim
367	ROMANO BROTHERS AND COMPANY	$5.1M	71,112	−500	trim
368	B. Metzler seel. Sohn & Co. AG	$5.1M	70,999	+567	add
369	GHP Investment Advisors, Inc.	$5.1M	70,708	+4,556	add
370	EP Wealth Advisors, LLC	$4.9M	68,584	−4,951	trim
371	Hillman Capital Management, Inc.	$4.8M	67,462	−4,223	trim
372	Arvest Bank Trust Division	$4.8M	66,945	+64,269	add
373	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.8M	66,750	+3,822	add
374	MEEDER ASSET MANAGEMENT INC	$4.7M	65,603	+9,300	add
375	Aptus Capital Advisors, LLC	$4.7M	65,442	+50,382	add
376	BURNEY CO/	$4.7M	65,241	−28,272	trim
377	Global Wealth Management Investment Advisory, Inc.	$4.7M	65,115	+1,014	add
378	Maryland State Retirement & Pension System	$4.5M	63,217	0	no change
379	Steward Partners Investment Advisory, LLC	$4.5M	63,191	+2,335	add
380	J. Safra Sarasin Holding AG	$4.5M	63,109	+63,109	new
381	PARUS FINANCE (UK) Ltd	$4.5M	62,839	−1,310	trim
382	ABN AMRO INVESTMENT SOLUTIONS	$4.5M	62,245	+2,681	add
383	Merit Financial Group, LLC	$4.5M	61,999	+8,487	add
384	Capital Investment Advisors, LLC	$4.4M	61,904	−4,031	trim
385	CLOVERFIELDS CAPITAL GROUP, LP	$4.4M	61,769	−804	trim
386	Robeco Schweiz AG	$4.4M	61,761	−39,748	trim
387	BLAIR WILLIAM & CO/IL	$4.4M	61,734	−3,684	trim
388	Kintegral Advisory, LLC	$4.4M	61,479	−2,726	trim
389	COERENTE CAPITAL MANAGEMENT	$4.4M	60,599	−14,069	trim
390	Cinctive Capital Management LP	$4.3M	59,611	+12,857	add
391	PINNACLE ASSOCIATES LTD	$4.3M	59,600	−376	trim
392	OMERS ADMINISTRATION Corp	$4.2M	59,171	+13,418	add
393	Te Ahumairangi Investment Management Ltd	$4.2M	58,906	+5,650	add
394	BCV Asset Management Inc.	$4.2M	57,845	+954	add
395	Alexander Randolph Advisory, Inc.	$4.2M	57,822	+1,110	add
396	Caprock Group, LLC	$4.2M	57,813	−9,653	trim
397	Inlet Private Wealth, LLC	$4.1M	57,116	−4,150	trim
398	RWA WEALTH PARTNERS, LLC	$4.1M	56,887	+96	add
399	EVOLVE PRIVATE WEALTH, LLC	$4.1M	56,568	+3,426	add
400	Unison Advisors LLC	$4.0M	56,319	+462	add
401	World Investment Advisors	$4.0M	55,315	−18,094	trim
402	Econ Financial Services Corp	$4.0M	55,009	+18,992	add
403	Mubadala Investment Co PJSC	$3.9M	54,800	−94,969	trim
404	Sequoia Financial Advisors, LLC	$3.9M	54,113	−21,433	trim
405	Simplify Asset Management Inc.	$3.9M	54,013	−20,111	trim
406	Lido Advisors, LLC	$3.9M	53,876	+2,443	add
407	Summit Trail Advisors, LLC	$3.8M	53,374	+10,218	add
408	Moors & Cabot, Inc.	$3.8M	52,346	−46,567	trim
409	Empirical Finance, LLC	$3.8M	52,254	−78	trim
410	CULLINAN ASSOCIATES INC	$3.7M	51,231	+3,844	add
411	AG2R LA MONDIALE GESTION D'ACTIFS	$3.7M	51,210	−52	trim
412	LGT Fund Management Co Ltd.	$3.7M	50,850	+50,850	new
413	ASSOCIATED BANC-CORP	$3.6M	50,359	−2,171	trim
414	Lombard Odier Asset Management (Switzerland) SA	$3.6M	49,559	−3,600	trim
415	Savant Capital, LLC	$3.5M	49,050	+10,290	add
416	Vision Capital Management, Inc.	$3.5M	48,713	+974	add
417	Oak Asset Management, LLC	$3.5M	48,690	−150	trim
418	Plato Investment Management Ltd	$3.5M	48,563	−907	trim
419	Atlantic Union Bankshares Corp	$3.5M	48,454	−48,239	trim
420	New Age Alpha Advisors, LLC	$3.5M	48,055	−269	trim
421	PETTYJOHN, WOOD & WHITE, INC	$3.4M	48,036	−3,034	trim
422	Banque Cantonale Vaudoise	$3.4M	47,799	+19,925	add
423	Violich Capital Management, Inc.	$3.4M	47,697	−2,300	trim
424	Envestnet Portfolio Solutions, Inc.	$3.4M	47,388	−4,507	trim
425	Hills Bank & Trust Co	$3.3M	45,751	−5,036	trim
426	XML Financial, LLC	$3.3M	45,290	−1,914	trim
427	Orion Porfolio Solutions, LLC	$3.2M	45,188	−11,514	trim
428	Equitable Holdings, Inc.	$3.2M	41,482	−37,268	trim
429	HB Wealth Management, LLC	$3.2M	44,680	+3,821	add
430	Blume Capital Management, Inc.	$3.2M	44,359	+285	add
431	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.2M	44,332	+766	add
432	REGIONS FINANCIAL CORP	$3.2M	44,099	−1,352	trim
433	ABLE Financial Group, LLC	$3.1M	43,824	−1,221	trim
434	E. Ohman J:or Asset Management AB	$3.1M	43,605	−1,300	trim
435	MEYER HANDELMAN CO	$3.1M	43,572	−4,500	trim
436	Apollon Wealth Management, LLC	$3.1M	43,558	−774	trim
437	LEUTHOLD GROUP, LLC	$3.1M	43,445	+687	add
438	COMMERCE BANK	$3.0M	42,459	+1,350	add
439	SouthState Bank Corp	$3.0M	42,314	+167	add
440	Ethic Inc.	$3.0M	42,068	+1,785	add
441	HUSSMAN STRATEGIC ADVISORS, INC.	$3.0M	42,000	0	no change
442	Caption Management, LLC	$3.0M	42,000	+42,000	new
443	VISTA INVESTMENT PARTNERS LLC	$3.0M	41,699	+41,699	new
444	PRINCIPAL SECURITIES, INC.	$3.0M	41,146	+1,253	add
445	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.0M	41,140	+41,140	new
446	Metis Global Partners, LLC	$3.0M	41,125	−4,167	trim
447	Concord Wealth Partners	$2.9M	40,899	+2,871	add
448	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.9M	40,708	+148	add
449	Vest Financial, LLC	$2.9M	40,455	−1,914	trim
450	Bleakley Financial Group, LLC	$2.9M	40,421	+1,203	add
451	Mitsubishi UFJ Trust & Banking Corp	$2.9M	40,104	+16,860	add
452	Carnegie Investment Counsel	$2.9M	40,061	−8,634	trim
453	DAVENPORT & Co LLC	$2.9M	40,151	−2,516	trim
454	Rock Springs Capital Management LP	$2.9M	40,000	+40,000	new
455	SALEM INVESTMENT COUNSELORS INC	$2.9M	39,945	−2,403	trim
456	NBT BANK, N.A.	$2.8M	39,680	−718	trim
457	Concord Asset Management, LLC/VA	$2.8M	39,568	+2,839	add
458	CIDEL ASSET MANAGEMENT INC	$2.8M	39,565	+5,467	add
459	Generali Asset Management SPA SGR	$2.8M	39,505	−13,619	trim
460	Westside Investment Management, Inc.	$2.8M	39,444	−6,365	trim
461	Paralel Advisors LLC	$2.8M	39,485	0	no change
462	EXCALIBUR MANAGEMENT CORP	$2.8M	39,013	−236	trim
463	Dai-ichi Life Insurance Company, Ltd	$2.8M	38,989	−6,323	trim
464	Third View Private Wealth, LLC	$2.8M	38,783	+3,888	add
465	EXENCIAL WEALTH ADVISORS, LLC	$2.7M	38,212	−3,212	trim
466	Tower Research Capital LLC (TRC)	$2.7M	38,067	+5,508	add
467	Uncommon Cents Investing LLC	$2.7M	38,040	+475	add
468	FIRST CITIZENS BANK & TRUST CO	$2.7M	38,038	+2,266	add
469	Clearstead Advisors, LLC	$2.7M	37,925	+2,319	add
470	Vise Technologies, Inc.	$2.7M	34,151	0	no change
471	Neumann Capital Management, LLC	$2.7M	37,651	+700	add
472	ALKEME WEALTH, LLC	$2.7M	37,580	−35	trim
473	Modera Wealth Management, LLC	$2.7M	37,116	−1,964	trim
474	North Dakota State Investment Board	$2.7M	37,103	−6,730	trim
475	1832 Asset Management L.P.	$2.7M	37,070	−391	trim
476	Kingsview Wealth Management, LLC	$2.7M	36,980	+973	add
477	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.6M	31,362	+18,393	add
478	FIRST MANHATTAN CO. LLC.	$2.6M	36,501	+1,687	add
479	Blue Capital, Inc.	$2.6M	36,381	−1,977	trim
480	PKO Investment Management Joint-Stock Co	$2.6M	36,300	+1,500	add
481	Manske Wealth Management	$2.6M	36,249	−280	trim
482	Sowell Financial Services LLC	$2.6M	36,166	+422	add
483	Dynamic Advisor Solutions LLC	$2.6M	36,004	−159	trim
484	Ellsworth Advisors, LLC	$2.6M	35,745	+3,604	add
485	Genus Capital Management Inc.	$2.6M	35,665	−43,500	trim
486	FOUNDERS FINANCIAL SECURITIES LLC	$2.6M	32,469	+1,835	add
487	CANANDAIGUA NATIONAL CORP	$2.6M	35,615	—	no prior
488	NORDEN GROUP LLC	$2.6M	35,599	+454	add
489	MUFG SECURITIES AMERICAS INC.	$2.5M	35,203	+1,004	add
490	TRUST CO OF TOLEDO NA /OH/	$2.5M	35,159	+698	add
491	Orca Investment Management, LLC	$2.5M	35,023	−114	trim
492	OPPENHEIMER & CO INC	$2.5M	34,862	−3,592	trim
493	COZAD ASSET MANAGEMENT INC	$2.5M	34,791	+25,451	add
494	CULBERTSON A N & CO INC	$2.5M	34,704	−3,930	trim
495	Portside Wealth Group, LLC	$2.5M	34,569	+2,594	add
496	PATRICK M SWEENEY & ASSOCIATES, INC	$2.5M	34,541	−168	trim
497	SECURIAN ASSET MANAGEMENT, INC	$2.5M	34,418	−100	trim
498	PATTON FUND MANAGEMENT, INC.	$2.5M	34,360	−58,150	trim
499	BENJAMIN EDWARDS INC	$2.4M	34,074	+9,050	add
500	STEPHENS INC /AR/	$2.4M	32,787	+2,921	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CVS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $49.0M held
Trimming: 4 Bridgewater Associates, Gotham Asset Management, Moore Capital Management, Sachem Head Capital $58.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CVS HEALTH CORP

Merged timeline of congressional filings and notable-manager moves on CVS
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	add	+513,806 sh
2026-05-15	Bridgewater Associates 13F	trim	−418,924 sh
2026-05-15	Gotham Asset Management 13F	trim	−103,401 sh
2026-05-15	Moore Capital Management 13F	exit	−350,000 sh
2026-05-15	Sachem Head Capital 13F	exit	−2,585,000 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

56 members of Congress disclosed CVS — the congressional view ↗