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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
47,336
shares
|
$3.16 Million
0.12% of portfolio
|
Q1 2025
Added 111.69%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
47,302
shares
|
$3.15 Million
0.15% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
47,174
shares
|
$3.14 Million
0.32% of portfolio
|
Q3 2022
Added 2.5%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
46,676
shares
|
$3.11 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
46,490
shares
|
$3.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
46,339
shares
|
$3.09 Million
0.14% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
46,285
shares
|
$3.09 Million
0.15% of portfolio
|
Q1 2025
Added 54.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
46,181
shares
|
$3.08 Million
0.52% of portfolio
|
Q2 2023
Reduced 14.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
46,169
shares
|
$3.08 Million
0.69% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
45,753
shares
|
$3.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
45,643
shares
|
$3.04 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
45,570
shares
|
$3.04 Million
0.24% of portfolio
|
Q1 2025
Added 427.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
45,449
shares
|
$3.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
45,125
shares
|
$3.01 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
44,905
shares
|
$2.99 Million
0.03% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
44,875
shares
|
$2.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
44,805
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2023
Reduced 6.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
44,804
shares
|
$2.99 Million
0.12% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
44,459
shares
|
$2.96 Million
0.22% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
44,446
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,413
shares
|
$2.96 Million
0.28% of portfolio
|
Q1 2025
Reduced 40.8%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
44,120
shares
|
$2.94 Million
0.02% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
43,920
shares
|
$2.93 Million
0.44% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
43,766
shares
|
$2.92 Million
0.39% of portfolio
|
Q1 2019
Added 37.78%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
43,651
shares
|
$2.91 Million
0.37% of portfolio
|
Q4 2023
Reduced 8.41%
|