Institutional Ownership Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS). We have compiled data on the 2,090 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
212,343
shares
|
$14.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
212,002
shares
|
$14.1 Million
0.1% of portfolio
|
Q1 2025
Added 42.81%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
211,901
shares
|
$14.1 Million
0.01% of portfolio
|
Q1 2025
Added 901.61%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
211,484
shares
|
$14.1 Million
0.21% of portfolio
|
Q1 2025
Added 560.41%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
210,163
shares
|
$14 Million
0.44% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
209,719
shares
|
$14 Million
0.19% of portfolio
|
Q1 2024
Reduced 56.93%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
208,662
shares
|
$13.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
207,616
shares
|
$13.8 Million
0.11% of portfolio
|
Q1 2025
Added 665.52%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
204,944
shares
|
$13.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 75.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
204,515
shares
|
$13.6 Million
0.08% of portfolio
|
Q1 2025
Added 266.44%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
203,407
shares
|
$13.6 Million
0.05% of portfolio
|
Q1 2025
Added 606.25%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
202,924
shares
|
$13.5 Million
0.09% of portfolio
|
Q1 2025
Added 328.92%
|
|
|
Sector Gamma As
|
May 13, 2025 Q1 2025 |
202,000
shares
|
$13.5 Million
4.6% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
201,197
shares
|
$13.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Integral Health Asset Management, LLC
|
May 15, 2025 Q1 2025 |
200,000
shares
|
$13.3 Million
1.58% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
199,773
shares
|
$13.3 Million
0.16% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
198,833
shares
|
$13.3 Million
0.69% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
196,808
shares
|
$13.1 Million
0.11% of portfolio
|
Q1 2025
Added 238.75%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
196,389
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
195,871
shares
|
$13.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
195,354
shares
|
$13 Million
0.77% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
194,806
shares
|
$13 Million
0.17% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
194,094
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
191,359
shares
|
$12.8 Million
0.25% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
191,000
shares
|
$12.7 Million
1.47% of portfolio
|
Q2 2024
Added 29.05%
|