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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
60,656
shares
|
$4.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
60,615
shares
|
$4.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
60,595
shares
|
$4.04 Million
0.96% of portfolio
|
Q4 2022
Added 0.64%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
60,469
shares
|
$4.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
60,265
shares
|
$4.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 27.7%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
59,789
shares
|
$3.99 Million
0.17% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
59,775
shares
|
$3.98 Million
0.57% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
59,194
shares
|
$3.95 Million
0.27% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
59,131
shares
|
$3.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
58,984
shares
|
$3.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
58,891
shares
|
$3.93 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
58,777
shares
|
$3.92 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
58,610
shares
|
$3.91 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
58,563
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 84.72%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
58,477
shares
|
$3.9 Million
0.07% of portfolio
|
Q4 2023
Reduced 15.14%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
57,642
shares
|
$3.84 Million
2.24% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
57,090
shares
|
$3.81 Million
3.79% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
56,835
shares
|
$3.79 Million
0.19% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
55,755
shares
|
$3.72 Million
0.11% of portfolio
|
Q1 2025
Added 32.09%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
55,515
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
55,377
shares
|
$3.69 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
55,242
shares
|
$3.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
55,222
shares
|
$3.68 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
55,104
shares
|
$3.67 Million
0.05% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
55,071
shares
|
$3.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 92.83%
|