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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
87,266
shares
|
$5.82 Million
0.16% of portfolio
|
Q4 2022
Reduced 28.37%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
86,977
shares
|
$5.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
86,888
shares
|
$5.79 Million
2.12% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
86,770
shares
|
$5.78 Million
0.03% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
86,147
shares
|
$5.74 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
85,936
shares
|
$5.73 Million
2.15% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
85,580
shares
|
$5.7 Million
8.8% of portfolio
|
Q4 2023
Added 52.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
85,355
shares
|
$5.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
85,126
shares
|
$5.67 Million
0.19% of portfolio
|
Q1 2025
Added 41.87%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
84,010
shares
|
$5.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
82,906
shares
|
$5.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
82,650
shares
|
$5.51 Million
0.15% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
82,089
shares
|
$5.47 Million
0.02% of portfolio
|
Q1 2025
Added 110.83%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
81,961
shares
|
$5.46 Million
0.2% of portfolio
|
Q1 2025
Reduced 27.35%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
80,718
shares
|
$5.38 Million
1.05% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
80,410
shares
|
$5.36 Million
0.24% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
79,700
shares
|
$5.31 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
79,666
shares
|
$5.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
79,542
shares
|
$5.3 Million
0.13% of portfolio
|
Q1 2025
Added 68.7%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
79,527
shares
|
$5.3 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
79,140
shares
|
$5.28 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
78,914
shares
|
$5.26 Million
0.15% of portfolio
|
Q1 2025
Added 152.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
78,436
shares
|
$5.23 Million
5.51% of portfolio
|
Q4 2022
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
78,038
shares
|
$5.2 Million
1.49% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
77,806
shares
|
$5.19 Million
0.24% of portfolio
|
Q1 2023
Reduced 45.95%
|