CVS Health: which funds bought and sold

Institutions that bought and sold CVS Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,063 institutions that filed 13F reports for both quarters added to or opened positions in CVS Health, and 835 cut or closed them. Together they added a net 14.1M shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 19.2M shares (+5.4%); index fund managers were net sellers of 448K shares (−0.1%). 291 opened a new position and 106 sold out entirely.

Bought, Q2 2026 1,063 institutions, 291 of them new holders Sold, Q2 2026 835 institutions, 106 of them sold out

Net change, all compared +14.1M shares (+1.3%)

Net change, active managers +19.2M shares (+5.4%), 52 bought, 62 sold

Buyers versus sellers

institutions compared, 2,127

1,063 bought 229 835 sold

Active managers and hedge funds 52 bought · 62 sold · +19.2M

Index fund managers 9 bought · 3 sold · −448K

Other institutions 1,002 bought · 770 sold · −4.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	+13.8M +148.0%	23.2M	$2.4B
Wellington Management Group LLP Active manager	+11.2M +49.8%	33.8M	$3.5B
GQG Partners LLC Active manager	+7.9M +25136.8%	8.0M	$823M
Capital Research Global Investors Active manager	+4.3M +21.6%	24.3M	$2.5B
Franklin Resources Inc Active manager	+3.7M +60.0%	10.0M	$1B
Viking Global Investors LP Hedge fund	+3.7M New position	3.7M	$379M
Assenagon Asset Management S.A.	+2.7M +305.4%	3.6M	$368M
Millennium Management LLC Hedge fund	+2.0M +1013.6%	2.2M	$224M
Point72 Asset Management, L.P. Hedge fund	+2.0M New position	2.0M	$203M
Boston Partners Active manager	+1.9M +1783.4%	2.0M	$210M
Alyeska Investment Group, L.P. Hedge fund	+1.7M New position	1.7M	$174M
Truist Financial Corp	+1.5M +786.4%	1.6M	$171M
Panagora Asset Management Inc Active manager	+1.3M +1775.5%	1.4M	$143M
Lord, Abbett & Co. LLC	+1.1M +35566.4%	1.1M	$112M
Healthcare Of Ontario Pension Plan Trust Fund	+1.0M +1283.4%	1.1M	$114M
Envestnet Asset Management Inc	+982K +51.1%	2.9M	$300M
State Street Corp Index funds	+961K +1.6%	60.3M	$6.2B
Integral Health Asset Management, LLC	+950K +633.3%	1.1M	$114M
Woodline Partners LP Hedge fund	+890K +458.8%	1.1M	$112M
Raymond James Financial Inc	+889K +25.7%	4.3M	$450M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+11.2M +49.8%	33.8M	$3.5B
GQG Partners LLC Active manager	+7.9M +25136.8%	8.0M	$823M
Capital Research Global Investors Active manager	+4.3M +21.6%	24.3M	$2.5B
Franklin Resources Inc Active manager	+3.7M +60.0%	10.0M	$1B
Viking Global Investors LP Hedge fund	+3.7M New position	3.7M	$379M
Millennium Management LLC Hedge fund	+2.0M +1013.6%	2.2M	$224M
Point72 Asset Management, L.P. Hedge fund	+2.0M New position	2.0M	$203M
Boston Partners Active manager	+1.9M +1783.4%	2.0M	$210M
Alyeska Investment Group, L.P. Hedge fund	+1.7M New position	1.7M	$174M
Panagora Asset Management Inc Active manager	+1.3M +1775.5%	1.4M	$143M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	−7.4M −25.1%	22.1M	$2.3B
Pacer Advisors, Inc.	−4.8M −98.0%	95K	$9.8M
Invesco Ltd.	−4.5M −18.1%	20.6M	$2.1B
Wells Fargo & Company	−4.4M −54.6%	3.7M	$381M
Glenview Capital Management, LLC Hedge fund	−3.4M −41.1%	4.8M	$499M
Hotchkis & Wiley Capital Management LLC Active manager	−2.8M Sold out	0	—
Blackrock, Inc. Index funds	−2.7M −2.1%	123.2M	$12.7B
Capital World Investors Active manager	−2.3M −3.0%	75.0M	$7.8B
FMR LLC Active manager	−2.3M −7.3%	28.9M	$3B
Pzena Investment Management LLC Active manager	−2.0M −14.5%	11.8M	$1.2B
First Trust Advisors LP	−1.9M −81.5%	433K	$44.8M
Dodge & Cox Active manager	−1.8M −3.4%	50.0M	$5.2B
Nordea Investment Management AB	−1.7M −42.5%	2.4M	$244M
Holocene Advisors, LP Hedge fund	−1.5M −33.0%	3.0M	$311M
Van Eck Associates Corp	−1.3M −85.5%	226K	$23.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−1.2M −18.5%	5.1M	$524M
Ameriprise Financial Inc	−1.0M −11.3%	7.9M	$822M
Qube Research & Technologies Ltd Hedge fund	−1.0M −46.6%	1.1M	$119M
Barclays PLC	−987K −35.7%	1.8M	$184M
Balyasny Asset Management L.P. Hedge fund	−962K −80.8%	229K	$23.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Glenview Capital Management, LLC Hedge fund	−3.4M −41.1%	4.8M	$499M
Hotchkis & Wiley Capital Management LLC Active manager	−2.8M Sold out	0	—
Capital World Investors Active manager	−2.3M −3.0%	75.0M	$7.8B
FMR LLC Active manager	−2.3M −7.3%	28.9M	$3B
Pzena Investment Management LLC Active manager	−2.0M −14.5%	11.8M	$1.2B
Dodge & Cox Active manager	−1.8M −3.4%	50.0M	$5.2B
Holocene Advisors, LP Hedge fund	−1.5M −33.0%	3.0M	$311M
Arrowstreet Capital, Limited Partnership Hedge fund	−1.2M −18.5%	5.1M	$524M
Qube Research & Technologies Ltd Hedge fund	−1.0M −46.6%	1.1M	$119M
Balyasny Asset Management L.P. Hedge fund	−962K −80.8%	229K	$23.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Viking Global Investors LPHedge fund	3.7M	$379M
Point72 Asset Management, L.P.Hedge fund	2.0M	$203M
Alyeska Investment Group, L.P.Hedge fund	1.7M	$174M
Munich Reinsurance Co Stock Corp In Munich	459K	$47.5M
HRT Financial LP	311K	$32.2M
Argent Capital Management LLC	158K	$16.4M
Meridiem Capital Partners LP	158K	$16.3M
Pfm Health Sciences, LPHedge fund	137K	$14.2M
Montanova Capital, LLCHedge fund	85K	$8.7M
Dana Investment Advisors, Inc.	75K	$7.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Hotchkis & Wiley Capital Management LLCActive manager	2.8M	$201M
Value Partners Investments Inc.	540K	$38.8M
Samlyn Capital, LLCHedge fund	364K	$26.1M
Todd Asset Management LLC	324K	$23.3M
Braidwell LPHedge fund	291K	$20.9M
Natixis	278K	$20M
Australiansuper Pty Ltd	183K	$13.1M
Park West Asset Management LLCHedge fund	177K	$12.7M
Winton Group LtdHedge fund	103K	$7.4M
Taproot Management LP	93K	$6.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 2,060
Ten largest holders: 46.9%
Index fund managers: 31.4%
Active managers and hedge funds: 32.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	52	62	14	11	+19.2M	+5.4%
Index fund managers	9	3	0	0	−448K	−0.1%
Other institutions	1,002	770	277	95	−4.7M	−1.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on CVS Health.

Only managers that filed a holdings report for both quarters are compared (2,127 here). 72 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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