Who owns CVS? 13F holders and whale ownership
CVS is tracked across public portfolios in Whale Analyzer. This page answers who owns CVS, which top funds are buying CVS, aggregate disclosed value, and recent position changes based on public data. Dodge & Cox is the largest reported holder at $3.72B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (1 increased, 2 reduced); the stock trades above the aggregate whale cost basis of $69.09. Top tracked holders include Dodge & Cox, Capital Group, and Ray Dalio.
Continue to the live CVS dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $3.72B | 51.8M | Reduced |
| Capital Group 13F portfolio Capital Research Global Investors holdings | $1.44B | 20.0M | Increased |
| Ray Dalio 13F portfolio Bridgewater Associates holdings | $44.4M | 618.4K | Reduced |
Ownership concentration
Reported ownership of CVS is highly concentrated across tracked institutions.
- Single largest holder: 71.5% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 3 tracked institutions, 2 reduced, 1 increased. Net positioning is net selling.
- Dodge & Cox — Dodge & Cox ($3.72B) (▼ 17.2% qoq shares) · avg cost $58.29
- Capital Group — Capital Research Global Investors ($1.44B) (▲ 66.2% qoq shares) · avg cost $93.75
- Ray Dalio — Bridgewater Associates ($44.4M) (▼ 40.4% qoq shares) · avg cost $174.93
Whale cost basis vs current price
The aggregate tracked cost basis is $69.09 versus a current price of $104.34, so CVS trades above its cost basis (+51.0%). Average unrealized P&L across tracked holders: 4%.
Sector positioning — Health Care
CVS sits within the Health Care sector alongside 221 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live CVS dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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- BKNG whale holders — Booking Holdings, Inc.
- MET-PF whale holders — MetLife, Inc.
- FDX whale holders — FedEx Corp.
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 3 public institutional holders of CVS with a combined reported value of $5.20B. See the holder table above for the largest tracked positions.
Which top funds are buying CVS?
Tracked institutions were net selling last quarter — 2 reduced, 1 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is CVS ownership?
The top five tracked holders report 100.0% of aggregate ownership.
Is CVS above or below the whale cost basis?
The aggregate tracked cost basis is $69.09 versus a current price of $104.34 (+51.0%).
What does 13F ownership mean for CVS?
Use the interactive CVS dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.