SightfileU.S. market data from official filings

CVS HEALTH CORP (CVS)

Name: CVS HEALTH CORP (CVS) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Consumer Discretionary · SEC CIK 0000064803 · EDGAR filings · Updated 2026-06-29

CVS HEALTH CORP (CVS) has reported institutional ownership of 86.1%, with 1,850 institutional managers holding positions valued at $78.9B per the latest 13F reporting period. SEC filings include an active material impairment disclosure (8-K Item 2.06), triggering event that accelerates or increases a direct financial obligation (8-K Item 2.04).

Institutional ownership

86.1%

Institutional managers

1,850

Reported 13F value

$78.9B

Insider activity

56 trans.

−$254.1M net selling

Data flags

2 active

from SEC filings

Latest updates

2026-06-29 — Insider transaction reported (Form 4)
2026-06-23 — 11-K filed
2026-06-01 — Insider transaction reported (Form 4)
2026-06-01 — Insider transaction reported (Form 4)
2026-05-22 — Insider transaction reported (Form 4)
2026-05-22 — Notice of proposed sale filed (Form 144)
2026-05-22 — Employee-plan registration (S-8) filed
2026-05-22 — S-3ASR filed

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, CVS HEALTH CORP has 1,850 institutional holders and institutional ownership of 86.1%.

#	Institution	Reported value	% of tracked total
1	BlackRock, Inc.	$9.04B	11.5%
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.94B	7.5%
3	Capital World Investors	$5.55B	7.0%
4	STATE STREET CORP	$4.26B	5.4%
5	Dodge & Cox	$3.72B	4.7%
6	FMR LLC	$2.24B	2.8%
7	GEODE CAPITAL MANAGEMENT, LLC	$2.11B	2.7%
8	JPMORGAN CHASE & CO	$2.07B	2.6%
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.87B	2.4%
10	Invesco Ltd.	$1.81B	2.3%

Full holder history and quarter-over-quarter changes are available inside the app.

Insider activity

Insiders reported 56 transactions (5 buys, 7 sells) across 22 reporting insiders, with a net reported value of −$254.1M.

Quarterly net insider value, as reported in Form 4 filings.

Data flags from SEC filings

Active triggering event that accelerates or increases a direct financial obligation (8-K Item 2.04), most recently filed 2023-05-02 (recurring since 2023-05-02) — source filing. The authoritative details are those stated in the filing itself.

Active material impairment disclosure (8-K Item 2.06), most recently filed 2021-11-18 (recurring since 2021-11-18) — source filing. The authoritative details are those stated in the filing itself.

Debt maturity schedule

Principal coming due by year for CVS HEALTH CORP, from the company's own SEC prospectus filings (424B) tracked by Sightfile.

Year	Bond series maturing	Known principal due
2026	2	$750.0M
2027	5	$2.00B
2028	2	$9.00B
2029	4	$3.75B
2030	4	—
2031	8	—
2032	1	—
2033	3	—
2034	1	—
2035	4	—
2038	2	—
2039	2	—

Coupons, seniority and prospectus links for each series are available inside the app.

Related companies

LOWES COS INC (LOW) · MCKESSON CORP (MCK) · STARBUCKS CORP (SBUX) · HILTON WORLDWIDE HLDGS INC (HLT) · O REILLY AUTOMOTIVE INC (ORLY) · SHERWIN-WILLIAMS CO (SHW)

See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-06-29.