Whale Analyzer
CVS Institutional Holders and 13F Ownership
Compare 14 tracked holders of CVS, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Dodge & Cox, Capital Research Global Investors, Davis Advisors, and Pzena Investment Management.
Continue to the live CVS dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F holdings | $5.17B | 50.0M | Reduced | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $2.52B | 24.3M | Increased | 2026-06-30 |
| Davis Advisors 13F holdings | $1.23B | 11.9M | Reduced | 2026-06-30 |
| Pzena Investment Management 13F holdings | $882.3M | 10.3M | Reduced | 2026-09-30 |
| Viking Global Investors 13F holdings | $379.0M | 3.7M | New | 2026-06-30 |
| National Pension Service 13F holdings | $352.2M | 3.4M | Reduced | 2026-06-30 |
| Fairfax Financial Holdings 13F holdings | $280.5M | 2.7M | Held | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $246.8M | 2.4M | Reduced | 2026-06-30 |
| Patient Capital Management 13F holdings | $127.8M | 1.2M | Reduced | 2026-06-30 |
| Ariel Investments 13F holdings | $75.5M | 730.1K | Increased | 2026-06-30 |
| Bridgewater Associates 13F holdings | $45.6M | 441.0K | Reduced | 2026-06-30 |
| Oakmark Funds 13F holdings | $34.7M | 335.8K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- Davis Advisors SEC filing (0001036325-26-000020) · report date 2026-06-30
- Pzena Investment Management SEC filing (0001027796-26-000065) · report date 2026-09-30
- Viking Global Investors SEC filing (0001103804-26-000006) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Fairfax Financial Holdings SEC filing (0001104659-26-096276) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Patient Capital Management SEC filing (0001854794-26-000005) · report date 2026-06-30
- Ariel Investments SEC filing (0000936753-26-000050) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Hillman Capital Management SEC filing (0001398344-26-014467) · report date 2026-06-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
Tracked-sample concentration
Reported position value for CVS is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 45.6% of aggregate reported value in this sample
- Top 5 tracked holders: 89.7% of aggregate reported value in this sample
- Top 10 tracked holders: 99.2% of aggregate reported value in this sample
Whale activity this quarter
Across 14 tracked holders, 9 reduced, 3 increased, 2 held. Net positioning is net selling.
- Dodge & Cox ($5.17B) (▼ 3.4% qoq shares) · modeled avg cost estimate $56.65
- Capital Research Global Investors ($2.52B) (▲ 21.6% qoq shares) · modeled avg cost estimate $90.94
- Davis Advisors ($1.23B) (▼ 3.1% qoq shares)
- Pzena Investment Management ($882.3M) (▼ 12.5% qoq shares) · modeled avg cost estimate $75.23
- Viking Global Investors ($379.0M) · modeled avg cost estimate $79.23
- National Pension Service ($352.2M) (▼ 0.5% qoq shares) · modeled avg cost estimate $69.13
- Fairfax Financial Holdings ($280.5M) (→ 0.0% qoq shares)
- PRIMECAP Management Company ($246.8M) (▼ 0.4% qoq shares) · modeled avg cost estimate $89.33
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 7 covered tracked holders is $70.33 versus a current price of $83.85, so CVS trades above that estimate (+19.2%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Health Care
CVS sits within the Health Care sector alongside 253 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live CVS dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on CVS with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns CVS stock?
Whale Analyzer tracks 14 public-disclosure holders of CVS with a combined reported value of $11.35B. See the holder table above for the largest tracked positions.
Which top funds are buying CVS?
Tracked holders were net selling last quarter — 9 reduced, 3 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked CVS sample?
The top five tracked holders account for 89.7% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does CVS compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 7 covered tracked holders is $70.33 versus a current price of $83.85 (+19.2%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for CVS?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive CVS dashboard to explore them, or read our 13F Alpha Signals Guide.