Public record / Tickers / CVS

CVS — CVS HEALTH Corp

Both disclosure regimes on one name: who in Congress filed about CVS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
184
all PTR rows naming CVS
Members · 12m
5
3 buys · 5 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $250K–$500K

Sale · traded 2020-04-14 → filed 2020-05-01. Ranked over every CVS row by the provable lower bound, never a point estimate.

5 members · 3 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

36 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CVS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CVS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-08-26 LATE·709d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-15Dwight Evans D–PA-3Sale · partial (partial sale)Traded 2025-11-21 LATE·175d$1K–$15K
2026-02-15John Boozman R–ARPurchase · JT (jointly owned)Traded 01-29 +17d$1K–$15K
2025-12-19Dwight Evans D–PA-3SaleTraded 11-21 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 184 ↗

Members active in CVS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CVS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Dwight Evans D–PA-32−$30.0K to −$2.0K1
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1$1.0K to $15.0K6
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+513,806 sh
2026-05-15Bridgewater Associates 13Ftrim−418,924 sh
2026-05-15Gotham Asset Management 13Ftrim−103,401 sh
2026-05-15Moore Capital Management 13Fexit−350,000 sh
2026-05-15Sachem Head Capital 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of CVS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.9B1
3Capital World Investors$5.5B1
4STATE STREET CORP$4.3B1
5DODGE & COX$3.7B1
6FMR LLC$2.2B1
7GEODE CAPITAL MANAGEMENT, LLC$2.1B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
9Invesco Ltd.$1.8B1
10WELLINGTON MANAGEMENT GROUP LLP$1.6B1
11Capital Research Global Investors$1.4B1
12MORGAN STANLEY$1.3B1
13Capital International Investors$1.1B1
14PZENA INVESTMENT MANAGEMENT LLC$989M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$983M1
16NORTHERN TRUST CORP$836M1
17Legal & General Group Plc$683M1
18BANK OF AMERICA CORP /DE/$672M1
19Bank of New York Mellon Corp$649M1
20ROYAL BANK OF CANADA$645M1
21AMERIPRISE FINANCIAL INC$643M1
22Clearbridge Investments, LLC$630M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$596M1
24GLENVIEW CAPITAL MANAGEMENT, LLC$589M1
25WELLS FARGO & COMPANY/MN$583M1
26Amundi$529M1
27DIMENSIONAL FUND ADVISORS LP$517M1
28VANGUARD FIDUCIARY TRUST CO$514M1
29FRANKLIN RESOURCES INC$448M1
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$447M1
31UBS Group AG$440M1
32CITADEL ADVISORS LLC$390M1
33Nuveen, LLC$379M1
34DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$346M1
35DEUTSCHE BANK AG\$331M1
36Holocene Advisors, LP$322M1
37Allianz Asset Management GmbH$293M1
38NORDEA INVESTMENT MANAGEMENT AB$291M1
39Swiss National Bank$268M1
40Janus Henderson Group Ltd.$254M1
41RAYMOND JAMES FINANCIAL INC$248M1
42National Pension Service$246M1
43ALLIANCEBERNSTEIN L.P.$213M1
44Vanguard Global Advisers, LLC$208M1
45Mitsubishi UFJ Asset Management Co., Ltd.$206M1
46Sumitomo Mitsui Trust Group, Inc.$201M1
47HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$201M1
48BARCLAYS PLC$198M1
49FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$195M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$182M1
51VANGUARD ASSET MANAGEMENT, Ltd$182M1
52PRUDENTIAL FINANCIAL INC$176M1
53HSBC HOLDINGS PLC$173M1
54PRIMECAP MANAGEMENT CO/CA/$172M1
55AQR CAPITAL MANAGEMENT LLC$170M1
56Robeco Institutional Asset Management B.V.$169M1
57FIRST TRUST ADVISORS LP$168M1
58Swedbank AB$164M1
59Qube Research & Technologies Ltd$154M1
60Epoch Investment Partners, Inc.$146M1
61CANADA PENSION PLAN INVESTMENT BOARD$146M1
62CITIGROUP INC$143M1
63BRANDES INVESTMENT PARTNERS, LP$141M1
64ENVESTNET ASSET MANAGEMENT INC$138M1
65NEW YORK STATE COMMON RETIREMENT FUND$124M1
66VICTORY CAPITAL MANAGEMENT INC$119M1
67BANK OF MONTREAL /CAN/$118M1
68Hamlin Capital Management, LLC$118M1
69D. E. Shaw & Co., Inc.$116M1
70Aberdeen Group plc$116M1
71ADAGE CAPITAL PARTNERS GP, L.L.C.$115M1
72MACKENZIE FINANCIAL CORP$114M1
73LPL Financial LLC$104M1
74Zurcher Kantonalbank (Zurich Cantonalbank)$103M1
75PRINCIPAL FINANCIAL GROUP INC$102M1
76Quantinno Capital Management LP$100M1
77SEI INVESTMENTS CO$99.3M1
78Patient Capital Management, LLC$97.5M1
79MACQUARIE GROUP LTD$95.0M1
80NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$88.1M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$87.4M1
82TD ASSET MANAGEMENT INC$87.1M1
83BALYASNY ASSET MANAGEMENT L.P.$85.5M1
84NATIONAL BANK OF CANADA /FI/$80.2M1
85LETKO, BROSSEAU & ASSOCIATES INC$80.1M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$79.1M1
87AVIVA PLC$78.3M1
88Korea Investment CORP$77.5M1
89STOREBRAND ASSET MANAGEMENT AS$76.1M1
90Maple Rock Capital Partners Inc.$75.3M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$71.8M1
92Connor, Clark & Lunn Investment Management Ltd.$71.0M1
93Federation des caisses Desjardins du Quebec$67.8M1
94JENNISON ASSOCIATES LLC$66.7M1
95Capital International, Inc./CA/$65.0M1
96Long Focus Capital Management, LLC$64.2M1
97SCHRODER INVESTMENT MANAGEMENT GROUP$64.1M1
98Retirement Systems of Alabama$63.0M1
99Assenagon Asset Management S.A.$62.9M1
100SEB Asset Management AB$62.6M1
101STIFEL FINANCIAL CORP$57.3M1
102Freestone Grove Partners LP$55.9M1
103Man Group plc$54.5M1
104DANSKE BANK A/S$54.5M1
105BNP Paribas Asset Management Holding S.A.$53.6M1
106STATE OF WISCONSIN INVESTMENT BOARD$53.3M1
107Ensign Peak Advisors, Inc$53.0M1
108ASSETMARK, INC$52.3M1
109PFA Pension, Forsikringsaktieselskab$51.7M1
110CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$51.2M1
111NOMURA ASSET MANAGEMENT CO LTD$50.9M1
112ARIEL INVESTMENTS, LLC$50.4M1
113TUDOR INVESTMENT CORP ET AL$49.0M1
114ROYAL LONDON ASSET MANAGEMENT LTD$47.9M1
115Swiss Life Asset Management Ltd$47.0M1
116Chevy Chase Trust Holdings, LLC$46.1M1
117Grantham, Mayo, Van Otterloo & Co. LLC$45.6M1
118BANK OF NOVA SCOTIA$45.4M1
119Vanguard Investments Australia, Ltd.$45.4M1
120OSAIC HOLDINGS, INC.$45.3M1
121Bridgewater Associates, LP$44.4M1
122AMERICAN CENTURY COMPANIES INC$43.8M1
123TEACHER RETIREMENT SYSTEM OF TEXAS$41.4M1
124APG Asset Management N.V.$41.2M1
125BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$40.9M1
126KLP KAPITALFORVALTNING AS$40.0M1
127Asset Management One Co., Ltd.$39.9M1
128Pictet Asset Management Holding SA$39.7M1
129Corient Private Wealth LLC$39.5M1
130Value Partners Investments Inc.$38.8M1
131CIBC WORLD MARKET INC.$38.5M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$38.5M1
133OPPENHEIMER ASSET MANAGEMENT INC.$37.7M1
134VOYA INVESTMENT MANAGEMENT LLC$36.7M1
135DnB Asset Management AS$36.4M1
136SRB CORP$36.3M1
137Focus Partners Wealth$36.3M1
138HARRIS ASSOCIATES L P$35.5M1
139Solel Partners LP$35.5M1
140Polar Capital Holdings Plc$35.0M1
141Trexquant Investment LP$34.4M1
142ING GROEP NV$34.1M1
143Cetera Investment Advisers$33.1M1
144Squarepoint Ops LLC$32.5M1
145OSLO PENSJONSFORSIKRING AS$32.1M1
146Cerity Partners LLC$31.7M1
147Susquehanna Portfolio Strategies, LLC$31.3M1
148State of New Jersey Common Pension Fund D$31.2M1
149Calamos Advisors LLC$31.1M1
150Walleye Trading LLC$30.7M1
151Zurich Insurance Group Ltd/FI$30.7M1
152Lansforsakringar Fondforvaltning AB (publ)$29.8M1
153Resona Asset Management Co.,Ltd.$29.7M1
154Nan Shan Life Insurance Co., Ltd.$29.5M1
155CREDIT AGRICOLE S A$29.2M1
156FIFTH THIRD BANCORP$29.0M1
157WORLDQUANT MILLENNIUM ADVISORS LLC$28.7M1
158COMMONWEALTH EQUITY SERVICES, LLC$28.6M1
159Rockefeller Capital Management L.P.$28.6M1
160Mediolanum International Funds Ltd$28.4M1
161PUBLIC SECTOR PENSION INVESTMENT BOARD$28.3M1
162SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.3M1
163Parkman Healthcare Partners LLC$27.8M1
164Candriam S.C.A.$27.7M1
165TORONTO DOMINION BANK$27.3M1
166STATE OF MICHIGAN RETIREMENT SYSTEM$27.0M1
167Crossmark Global Holdings, Inc.$26.9M1
168Nippon Life Global Investors Americas, Inc.$26.6M1
169TCTC Holdings, LLC$26.5M1
170Tredje AP-fonden$26.3M1
171CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$26.3M1
172Kiltearn Partners LLP$26.2M1
173SAMLYN CAPITAL, LLC$26.1M1
174HighTower Advisors, LLC$26.0M1
175CIBC Bancorp USA Inc.$26.0M1
176MFF Capital Investments Ltd$25.9M1
177WEDGE CAPITAL MANAGEMENT L L P/NC$25.9M1
178WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25.1M1
179Arizona State Retirement System$25.0M1
180Czech National Bank$24.9M1
181ALPS ADVISORS INC$24.9M1
182FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$24.3M1
183NISA INVESTMENT ADVISORS, LLC$24.2M1
184Rhenman & Partners Asset Management AB$24.2M1
185EDMOND DE ROTHSCHILD HOLDING S.A.$24.1M1
186Mariner, LLC$23.9M1
187CIBC Asset Management Inc$23.6M1
188SHELTON CAPITAL MANAGEMENT$23.4M1
189TODD ASSET MANAGEMENT LLC$23.3M1
190AE Wealth Management LLC$23.3M1
191EXCHANGE TRADED CONCEPTS, LLC$23.1M1
192TD Waterhouse Canada Inc.$22.9M1
193OLD NATIONAL BANCORP /IN/$22.7M1
194TOCQUEVILLE ASSET MANAGEMENT L.P.$21.7M1
195Mirae Asset Global Investments Co., Ltd.$21.6M1
196MetLife Investment Management, LLC$21.3M1
197COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$21.3M1
198BRAIDWELL LP$20.9M1
199BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$20.6M1
200WINDWARD CAPITAL MANAGEMENT CO /CA$20.6M1
201Saudi Central Bank$20.2M1
202NATIXIS$20.0M1
203O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.2M1
204Creative Planning$19.0M1
205Advisors Capital Management, LLC$18.9M1
206RENAISSANCE TECHNOLOGIES LLC$18.9M1
207FARMERS & MERCHANTS INVESTMENTS INC$18.7M1
208IEQ CAPITAL, LLC$18.5M1
209LAZARD ASSET MANAGEMENT LLC$18.1M1
210Baird Financial Group, Inc.$18.1M1
211GATEWAY INVESTMENT ADVISERS LLC$17.7M1
212IFM Investors Pty Ltd$17.7M1
213FACTORY MUTUAL INSURANCE CO$17.4M1
214OneDigital Investment Advisors LLC$17.1M1
215MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$16.7M1
216USS Investment Management Ltd$16.7M1
217XPONANCE LLC$16.7M1
218Illinois Municipal Retirement Fund$15.8M1
219ProShare Advisors LLC$15.7M1
220Daiwa Securities Group Inc.$15.6M1
221Investment Management Corp of Ontario$15.0M1
222D.A. DAVIDSON & CO.$14.8M1
223Tidal Investments LLC$14.7M1
224Utah Retirement Systems$14.6M1
225GUGGENHEIM CAPITAL LLC$14.6M1
226ADAMS DIVERSIFIED EQUITY FUND, INC.$14.4M1
227US BANCORP \DE\$14.4M1
228Sanctuary Advisors, LLC$14.3M1
229Gotham Asset Management, LLC$14.1M1
230YOUSIF CAPITAL MANAGEMENT, LLC$14.0M1
231MILLENNIUM MANAGEMENT LLC$14.0M1
232Woodline Partners LP$13.9M1
233Varma Mutual Pension Insurance Co$13.6M1
234TRUIST FINANCIAL CORP$13.4M1
235Rakuten Investment Management, Inc.$13.2M1
236NEOS Investment Management LLC$13.2M1
237SCOTIA CAPITAL INC.$13.1M1
238AustralianSuper Pty Ltd$13.1M1
239Watchtower Advisors, LP$13.1M1
240Wealthfront Advisers LLC$13.0M1
241Sumitomo Mitsui DS Asset Management Company, Ltd$12.9M1
242INTACT INVESTMENT MANAGEMENT INC.$12.9M1
243Elo Mutual Pension Insurance Co$12.9M1
244AIA Group Ltd$12.8M1
245NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.7M1
246Park West Asset Management LLC$12.7M1
247Vinva Investment Management Ltd$12.6M1
248Senator Investment Group LP$12.6M1
249PRUDENTIAL PLC$12.4M1
250Pathstone Holdings, LLC$12.2M1
251Allspring Global Investments Holdings, LLC$12.0M1
252Callan Family Office, LLC$11.9M1
253NISSAY ASSET MANAGEMENT CORP /JAPAN$11.8M1
254SEIZERT CAPITAL PARTNERS, LLC$11.5M1
255PARK NATIONAL CORP /OH/$11.3M1
256Applied Finance Capital Management, LLC$11.3M1
257CAPITOLIS LIQUID GLOBAL MARKETS LLC$11.1M1
258&PARTNERS$11.1M1
259Vanguard Personalized Indexing Management, LLC$11.0M1
260HANCOCK WHITNEY CORP$11.0M1
261Integral Health Asset Management, LLC$10.8M1
262CUTLER INVESTMENT COUNSEL LLC$10.7M1
263COLRAIN CAPITAL LLC$10.7M1
264Alpha Omega Wealth Management LLC$10.7M1
265Eurizon Capital SGR S.p.A.$10.5M1
266CWM, LLC$10.5M1
267MERCER GLOBAL ADVISORS INC /ADV$10.5M1
268OREGON PUBLIC EMPLOYEES RETIREMENT FUND$10.5M1
269M&T BANK CORP$10.4M1
270FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10.4M1
271FIL Ltd$10.3M1
272MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.3M1
273United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$10.3M1
274ExodusPoint Capital Management, LP$10.0M1
275SECTOR GAMMA AS$9.7M1
276ASR Vermogensbeheer N.V.$9.7M1
277Engineers Gate Manager LP$9.6M1
278Empowered Funds, LLC$9.5M1
279NewEdge Advisors, LLC$9.4M1
280NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.4M1
281LBP AM SA$9.3M1
282MML INVESTORS SERVICES, LLC$9.3M1
283Atle Fund Management AB$9.3M1
284OP Asset Management Ltd$9.3M1
285Madison Asset Management, LLC$9.1M1
286ALLIANZ SE$9.1M1
287Permit Capital, LLC$9.0M1
288OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$8.9M1
289Cardinal Point Capital Management ULC$8.8M1
290Parallax Volatility Advisers, L.P.$8.7M1
291MUFG Securities EMEA plc$8.6M1
292Centiva Capital, LP$8.6M1
293Sterling Capital Management LLC$8.4M1
294AMG National Trust Bank$8.3M1
295PARTHENON LLC$8.1M1
296Lorne Steinberg Wealth Management Inc.$7.8M1
297Azimuth Capital Investment Management LLC$7.8M1
298Boston Partners$7.8M1
299Oliver Luxxe Assets LLC$7.6M1
300CI INVESTMENTS INC.$7.6M1
3011834 INVESTMENT ADVISORS CO$7.6M1
302HUDSON EDGE INVESTMENT PARTNERS INC.$7.5M1
303WINTON GROUP Ltd$7.4M1
304Fisher Funds Management LTD$7.4M1
305Callahan Advisors, LLC$7.4M1
306Osmosis Investment Management UK Ltd$7.4M1
307MAI Capital Management$7.3M1
308UniSuper Management Pty Ltd$7.3M1
309GREAT LAKES ADVISORS, LLC$7.2M1
310AUXIER ASSET MANAGEMENT LLC$7.2M1
311TOTH FINANCIAL ADVISORY CORP$7.1M1
312NEW ENGLAND ASSET MANAGEMENT INC$7.1M1
313Rafferty Asset Management, LLC$7.1M1
314QRG CAPITAL MANAGEMENT, INC.$7.0M1
315Sompo Asset Management Co., Ltd.$6.9M1
316KEYBANK NATIONAL ASSOCIATION/OH$6.9M1
317Allworth Financial LP$6.9M1
318SCHARF INVESTMENTS, LLC$6.9M1
319Avanza Fonder AB$6.8M1
320Private Advisor Group, LLC$6.8M1
321Taproot Management LP$6.7M1
322KKM Financial LLC$6.7M1
323Capital International Sarl$6.6M1
324Vivaldi Capital Management LP$6.6M1
325Andra AP-fonden$6.4M1
326Bellevue Group AG$6.4M1
327Royal Fund Management, LLC$6.3M1
328Vontobel Holding Ltd.$6.3M1
329Stablepoint Partners, LLC$6.3M1
330IMC-Chicago, LLC$6.2M1
331ARDSLEY ADVISORY PARTNERS LP$6.1M1
332BROWN ADVISORY INC$6.1M1
333INTECH INVESTMENT MANAGEMENT LLC$6.1M1
334Waverly Advisors, LLC$6.0M1
335St. Louis Trust Co$5.9M1
336Oak Thistle LLC$5.9M1
337Quinn Opportunity Partners LLC$5.9M1
338Verition Fund Management LLC$5.8M1
339Continuum Advisory, LLC$5.8M1
340Midwest Trust Co$5.8M1
341Norinchukin Bank, The$5.8M1
342DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$5.7M1
343HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.7M1
344Legacy CG, LLC$5.7M1
345Advisors Asset Management, Inc.$5.7M1
346Vident Advisory, LLC$5.7M1
347CHOREO, LLC$5.7M1
348Stamos Capital Partners, L.P.$5.7M1
349NewSquare Capital LLC$5.6M1
350Beck Bode, LLC$5.6M1
351Kestra Advisory Services, LLC$5.6M1
352Pinnacle Financial Partners, Inc.$5.6M1
353Snowden Capital Advisors LLC$5.6M1
354Atria Investments, Inc$5.5M1
355MIZUHO SECURITIES USA LLC$5.5M1
356FIDUCIARY TRUST CO$5.5M1
357JANE STREET GROUP, LLC$5.4M1
358Brevan Howard Capital Management LP$5.4M1
359Siemens Fonds Invest GmbH$5.4M1
360SIMPLEX TRADING, LLC$5.3M1
361MARCO INVESTMENT MANAGEMENT LLC$5.3M1
362PANAGORA ASSET MANAGEMENT INC$5.3M1
363HENNESSY ADVISORS INC$5.3M1
364HARTFORD INVESTMENT MANAGEMENT CO$5.2M1
365Stanley-Laman Group, Ltd.$5.2M1
366DCM Advisors, LLC$5.2M1
367ROMANO BROTHERS AND COMPANY$5.1M1
368B. Metzler seel. Sohn & Co. AG$5.1M1
369GHP Investment Advisors, Inc.$5.1M1
370EP Wealth Advisors, LLC$4.9M1
371Hillman Capital Management, Inc.$4.8M1
372Arvest Bank Trust Division$4.8M1
373KESTRA PRIVATE WEALTH SERVICES, LLC$4.8M1
374MEEDER ASSET MANAGEMENT INC$4.7M1
375Aptus Capital Advisors, LLC$4.7M1
376BURNEY CO/$4.7M1
377Global Wealth Management Investment Advisory, Inc.$4.7M1
378Maryland State Retirement & Pension System$4.5M1
379Steward Partners Investment Advisory, LLC$4.5M1
380J. Safra Sarasin Holding AG$4.5M1
381PARUS FINANCE (UK) Ltd$4.5M1
382ABN AMRO INVESTMENT SOLUTIONS$4.5M1
383Merit Financial Group, LLC$4.5M1
384Capital Investment Advisors, LLC$4.4M1
385CLOVERFIELDS CAPITAL GROUP, LP$4.4M1
386Robeco Schweiz AG$4.4M1
387BLAIR WILLIAM & CO/IL$4.4M1
388Kintegral Advisory, LLC$4.4M1
389COERENTE CAPITAL MANAGEMENT$4.4M1
390Cinctive Capital Management LP$4.3M1
391PINNACLE ASSOCIATES LTD$4.3M1
392OMERS ADMINISTRATION Corp$4.2M1
393Te Ahumairangi Investment Management Ltd$4.2M1
394BCV Asset Management Inc.$4.2M1
395Alexander Randolph Advisory, Inc.$4.2M1
396Caprock Group, LLC$4.2M1
397Inlet Private Wealth, LLC$4.1M1
398RWA WEALTH PARTNERS, LLC$4.1M1
399EVOLVE PRIVATE WEALTH, LLC$4.1M1
400Unison Advisors LLC$4.0M1
401World Investment Advisors$4.0M1
402Econ Financial Services Corp$4.0M1
403Mubadala Investment Co PJSC$3.9M1
404Sequoia Financial Advisors, LLC$3.9M1
405Simplify Asset Management Inc.$3.9M1
406Lido Advisors, LLC$3.9M1
407Summit Trail Advisors, LLC$3.8M1
408Moors & Cabot, Inc.$3.8M1
409Empirical Finance, LLC$3.8M1
410CULLINAN ASSOCIATES INC$3.7M1
411AG2R LA MONDIALE GESTION D'ACTIFS$3.7M1
412LGT Fund Management Co Ltd.$3.7M1
413ASSOCIATED BANC-CORP$3.6M1
414Lombard Odier Asset Management (Switzerland) SA$3.6M1
415Savant Capital, LLC$3.5M1
416Vision Capital Management, Inc.$3.5M1
417Oak Asset Management, LLC$3.5M1
418Plato Investment Management Ltd$3.5M1
419Atlantic Union Bankshares Corp$3.5M1
420New Age Alpha Advisors, LLC$3.5M1
421PETTYJOHN, WOOD & WHITE, INC$3.4M1
422Banque Cantonale Vaudoise$3.4M1
423Violich Capital Management, Inc.$3.4M1
424Envestnet Portfolio Solutions, Inc.$3.4M1
425Hills Bank & Trust Co$3.3M1
426XML Financial, LLC$3.3M1
427Orion Porfolio Solutions, LLC$3.2M1
428Equitable Holdings, Inc.$3.2M1
429HB Wealth Management, LLC$3.2M1
430Blume Capital Management, Inc.$3.2M1
431TOKIO MARINE ASSET MANAGEMENT CO LTD$3.2M1
432REGIONS FINANCIAL CORP$3.2M1
433ABLE Financial Group, LLC$3.1M1
434E. Ohman J:or Asset Management AB$3.1M1
435MEYER HANDELMAN CO$3.1M1
436Apollon Wealth Management, LLC$3.1M1
437LEUTHOLD GROUP, LLC$3.1M1
438COMMERCE BANK$3.0M1
439SouthState Bank Corp$3.0M1
440Ethic Inc.$3.0M1
441HUSSMAN STRATEGIC ADVISORS, INC.$3.0M1
442Caption Management, LLC$3.0M1
443VISTA INVESTMENT PARTNERS LLC$3.0M1
444PRINCIPAL SECURITIES, INC.$3.0M1
445UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.0M1
446Metis Global Partners, LLC$3.0M1
447Concord Wealth Partners$2.9M1
448NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
449Vest Financial, LLC$2.9M1
450Bleakley Financial Group, LLC$2.9M1
451Mitsubishi UFJ Trust & Banking Corp$2.9M1
452Carnegie Investment Counsel$2.9M1
453DAVENPORT & Co LLC$2.9M1
454Rock Springs Capital Management LP$2.9M1
455SALEM INVESTMENT COUNSELORS INC$2.9M1
456NBT BANK, N.A.$2.8M1
457Concord Asset Management, LLC/VA$2.8M1
458CIDEL ASSET MANAGEMENT INC$2.8M1
459Generali Asset Management SPA SGR$2.8M1
460Westside Investment Management, Inc.$2.8M1
461Paralel Advisors LLC$2.8M1
462EXCALIBUR MANAGEMENT CORP$2.8M1
463Dai-ichi Life Insurance Company, Ltd$2.8M1
464Third View Private Wealth, LLC$2.8M1
465EXENCIAL WEALTH ADVISORS, LLC$2.7M1
466Tower Research Capital LLC (TRC)$2.7M1
467Uncommon Cents Investing LLC$2.7M1
468FIRST CITIZENS BANK & TRUST CO$2.7M1
469Clearstead Advisors, LLC$2.7M1
470Vise Technologies, Inc.$2.7M1
471Neumann Capital Management, LLC$2.7M1
472ALKEME WEALTH, LLC$2.7M1
473Modera Wealth Management, LLC$2.7M1
474North Dakota State Investment Board$2.7M1
4751832 Asset Management L.P.$2.7M1
476Kingsview Wealth Management, LLC$2.7M1
477DIVERSIFY WEALTH MANAGEMENT, LLC$2.6M1
478FIRST MANHATTAN CO. LLC.$2.6M1
479Blue Capital, Inc.$2.6M1
480PKO Investment Management Joint-Stock Co$2.6M1
481Manske Wealth Management$2.6M1
482Sowell Financial Services LLC$2.6M1
483Dynamic Advisor Solutions LLC$2.6M1
484Ellsworth Advisors, LLC$2.6M1
485Genus Capital Management Inc.$2.6M1
486FOUNDERS FINANCIAL SECURITIES LLC$2.6M1
487CANANDAIGUA NATIONAL CORP$2.6M1
488NORDEN GROUP LLC$2.6M1
489MUFG SECURITIES AMERICAS INC.$2.5M1
490TRUST CO OF TOLEDO NA /OH/$2.5M1
491Orca Investment Management, LLC$2.5M1
492OPPENHEIMER & CO INC$2.5M1
493COZAD ASSET MANAGEMENT INC$2.5M1
494CULBERTSON A N & CO INC$2.5M1
495Portside Wealth Group, LLC$2.5M1
496PATRICK M SWEENEY & ASSOCIATES, INC$2.5M1
497SECURIAN ASSET MANAGEMENT, INC$2.5M1
498PATTON FUND MANAGEMENT, INC.$2.5M1
499BENJAMIN EDWARDS INC$2.4M1
500STEPHENS INC /AR/$2.4M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 5 sell
Congress net ($ bound)−$72.0K to $40.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CVS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CVS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for CVS · financials and macro

Financials — as filed PLANNED

CVS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CVS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing