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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
54,421
shares
|
$3.63 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
54,300
shares
|
$3.62 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
54,176
shares
|
$3.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,879
shares
|
$3.59 Million
0.03% of portfolio
|
Q1 2025
Added 94.04%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
53,434
shares
|
$3.56 Million
0.22% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
53,033
shares
|
$3.54 Million
0.32% of portfolio
|
Q3 2022
Added 2.45%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
52,445
shares
|
$3.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
52,236
shares
|
$3.48 Million
1.11% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
52,150
shares
|
$3.48 Million
1.43% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
52,052
shares
|
$3.47 Million
0.06% of portfolio
|
Q1 2025
Added 2054.47%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
51,846
shares
|
$3.46 Million
0.09% of portfolio
|
Q1 2025
Added 43.11%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
51,450
shares
|
$3.43 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
51,130
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.41%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
50,855
shares
|
$3.39 Million
0.95% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,171
shares
|
$3.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
50,000
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
49,915
shares
|
$3.33 Million
0.11% of portfolio
|
Q1 2025
Added 150.33%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
49,383
shares
|
$3.29 Million
0.71% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
49,307
shares
|
$3.29 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
48,751
shares
|
$3.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
48,365
shares
|
$3.22 Million
0.19% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
48,248
shares
|
$3.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
47,930
shares
|
$3.2 Million
0.43% of portfolio
|
Q4 2022
Added 19.8%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,608
shares
|
$3.17 Million
0.41% of portfolio
|
Q3 2022
Reduced 27.27%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
47,607
shares
|
$3.17 Million
1.25% of portfolio
|
Q3 2022
Reduced 6.1%
|