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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
77,745
shares
|
$5.18 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
76,859
shares
|
$5.12 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
76,814
shares
|
$5.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
76,756
shares
|
$5.12 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
76,084
shares
|
$5.07 Million
0.78% of portfolio
|
Q1 2025
Added 36.65%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
75,262
shares
|
$5.02 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
74,791
shares
|
$4.99 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
73,884
shares
|
$4.93 Million
0.17% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
73,562
shares
|
$4.9 Million
1.39% of portfolio
|
Q1 2025
Added 388.26%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
72,895
shares
|
$4.86 Million
0.08% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72,340
shares
|
$4.82 Million
0.16% of portfolio
|
Q1 2025
Added 483.53%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
71,743
shares
|
$4.78 Million
0.12% of portfolio
|
Q1 2025
Added 26.89%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
70,802
shares
|
$4.72 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
70,742
shares
|
$4.72 Million
1.55% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
70,610
shares
|
$4.71 Million
2.52% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
70,580
shares
|
$4.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
70,402
shares
|
$4.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
69,310
shares
|
$4.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
69,295
shares
|
$4.62 Million
0.46% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
69,053
shares
|
$4.6 Million
1.32% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
68,889
shares
|
$4.59 Million
0.06% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
68,566
shares
|
$4.57 Million
1.27% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
68,246
shares
|
$4.55 Million
0.27% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
68,136
shares
|
$4.54 Million
3.02% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
67,800
shares
|
$4.52 Million
0.09% of portfolio
|
Q1 2025
Added 0.15%
|