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 2,089 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 $65.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,951
shares
|
$2.34 Million
0.81% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
36,795
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
36,696
shares
|
$2.32 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
|
$2.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,623
shares
|
$2.32 Million
0.15% of portfolio
|
Q2 2020
Added 2.32%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
36,499
shares
|
$2.31 Million
0.76% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
36,481
shares
|
$2.31 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
36,365
shares
|
$2.3 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
36,299
shares
|
$2.3 Million
0.31% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
35,700
shares
|
$2.26 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
35,620
shares
|
$2.25 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
35,536
shares
|
$2.25 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
35,491
shares
|
$2.25 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
35,375
shares
|
$2.24 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
35,338
shares
|
$2.24 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
35,321
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
35,156
shares
|
$2.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
35,114
shares
|
$2.22 Million
0.26% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
35,081
shares
|
$2.22 Million
0.05% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Coho Partners, Ltd.
|
Apr 22, 2025 Q1 2025 |
34,746
shares
|
$2.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
34,563
shares
|
$2.19 Million
0.17% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
34,429
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2022
Added 10.15%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
34,285
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
34,237
shares
|
$2.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
34,194
shares
|
$2.16 Million
0.16% of portfolio
|
Q1 2025
Added 32.26%
|