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 |
---|---|---|---|---|---|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
31,585
shares
|
$2 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
31,516
shares
|
$1.99 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,482
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
31,393
shares
|
$1.99 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
31,138
shares
|
$1.97 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
31,089
shares
|
$1.97 Million
0.13% of portfolio
|
Q1 2025
Added 9.21%
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
30,835
shares
|
$1.95 Million
0.34% of portfolio
|
Q1 2025
Added 14.72%
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30,489
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Added 5.29%
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
30,474
shares
|
$1.93 Million
3.12% of portfolio
|
Q1 2025
New holding
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
30,377
shares
|
$1.92 Million
1.4% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
30,342
shares
|
$1.92 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
30,300
shares
|
$1.92 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
30,255
shares
|
$1.92 Million
0.16% of portfolio
|
Q1 2025
Added 4.55%
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
30,239
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
30,217
shares
|
$1.91 Million
0.77% of portfolio
|
Q1 2025
Added 3.07%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,201
shares
|
$1.91 Million
0.18% of portfolio
|
Q4 2023
Added 74.04%
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
30,130
shares
|
$1.91 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
30,013
shares
|
$1.9 Million
1.25% of portfolio
|
Q1 2025
Added 34.5%
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
30,000
shares
|
$1.9 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
29,722
shares
|
$1.88 Million
0.36% of portfolio
|
Q1 2025
Added 8879.46%
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
29,689
shares
|
$1.88 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
29,646
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.95%
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
29,505
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
29,371
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
F
|
May 14, 2025 Q1 2025 |
29,340
shares
|
$1.86 Million
0.1% of portfolio
|
Q1 2025
Added 2.8%
|