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 |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
67,634
shares
|
$4.51 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
66,911
shares
|
$4.46 Million
0.23% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
66,750
shares
|
$4.45 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
66,739
shares
|
$4.45 Million
1.09% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
66,243
shares
|
$4.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
66,225
shares
|
$4.41 Million
1.01% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
65,769
shares
|
$4.38 Million
0.43% of portfolio
|
Q2 2022
Added 6.42%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
65,668
shares
|
$4.38 Million
0.08% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
65,206
shares
|
$4.35 Million
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
64,744
shares
|
$4.32 Million
1.05% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
64,308
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 66.93%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
64,293
shares
|
$4.29 Million
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
64,128
shares
|
$4.27 Million
0.84% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
63,716
shares
|
$4.25 Million
0.17% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
63,491
shares
|
$4.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
62,905
shares
|
$4.19 Million
3.31% of portfolio
|
Q2 2022
Reduced 6.7%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
62,735
shares
|
$4.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
62,545
shares
|
$4.17 Million
0.22% of portfolio
|
Q1 2025
Added 162.06%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
62,391
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
62,060
shares
|
$4.14 Million
0.89% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,838
shares
|
$4.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.64%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
61,527
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
61,231
shares
|
$4.08 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
61,096
shares
|
$4.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
61,070
shares
|
$4.07 Million
1.26% of portfolio
|
Q2 2025
Added 1.84%
|