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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
39,815
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
39,762
shares
|
$2.65 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
39,656
shares
|
$2.64 Million
1.66% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
39,540
shares
|
$2.64 Million
0.04% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
39,350
shares
|
$2.62 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
38,793
shares
|
$2.59 Million
2.67% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
38,501
shares
|
$2.57 Million
0.67% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
38,404
shares
|
$2.56 Million
0.1% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
38,395
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
38,261
shares
|
$2.55 Million
0.05% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
38,045
shares
|
$2.54 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
37,892
shares
|
$2.53 Million
0.12% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
37,871
shares
|
$2.52 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
37,828
shares
|
$2.52 Million
1.29% of portfolio
|
Q1 2025
Added 409.74%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
37,612
shares
|
$2.51 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
37,314
shares
|
$2.49 Million
0.54% of portfolio
|
Q1 2023
Reduced 5.87%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
37,185
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Added 54.77%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
37,149
shares
|
$2.48 Million
0.32% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
37,059
shares
|
$2.47 Million
0.95% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
36,953
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
36,951
shares
|
$2.46 Million
0.87% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
36,795
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
36,696
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.46%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
36,692
shares
|
$2.45 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,623
shares
|
$2.44 Million
0.15% of portfolio
|
Q2 2020
Added 2.32%
|