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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
43,645
shares
|
$2.91 Million
0.15% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
43,577
shares
|
$2.9 Million
3.92% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
43,438
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Added 41.14%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
43,064
shares
|
$2.87 Million
0.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
42,886
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
42,713
shares
|
$2.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
42,653
shares
|
$2.84 Million
0.04% of portfolio
|
Q1 2025
Added 157.43%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
42,615
shares
|
$2.84 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
42,352
shares
|
$2.82 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
42,265
shares
|
$2.82 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
42,074
shares
|
$2.8 Million
1.3% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
41,990
shares
|
$2.8 Million
1.13% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,955
shares
|
$2.8 Million
1.2% of portfolio
|
Q1 2025
Added 71.29%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
41,938
shares
|
$2.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
41,782
shares
|
$2.79 Million
0.19% of portfolio
|
Q1 2025
Added 11769.89%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
41,518
shares
|
$2.77 Million
3.07% of portfolio
|
Q2 2023
Reduced 9.98%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
40,907
shares
|
$2.73 Million
0.11% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
40,702
shares
|
$2.71 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
40,653
shares
|
$2.71 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
40,536
shares
|
$2.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
40,481
shares
|
$2.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
40,340
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
40,233
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 280.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
40,099
shares
|
$2.67 Million
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
39,903
shares
|
$2.66 Million
0.71% of portfolio
|
Q1 2025
Added 4.4%
|