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 |
---|---|---|---|---|---|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
29,300
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2024
Added 7.72%
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
29,287
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2025
Added 4.09%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
29,187
shares
|
$1.85 Million
0.31% of portfolio
|
Q1 2025
Added 16.0%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
29,165
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
29,119
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,000
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
28,894
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2022
Added 2.01%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
28,731
shares
|
$1.82 Million
0.21% of portfolio
|
Q1 2025
Added 14.43%
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
28,477
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
28,122
shares
|
$1.78 Million
1.07% of portfolio
|
Q1 2025
Added 3.38%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,005
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,926
shares
|
$1.77 Million
0.19% of portfolio
|
Q2 2023
Added 0.27%
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
27,914
shares
|
$1.77 Million
0.27% of portfolio
|
Q4 2024
Added 9.71%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
27,807
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 45.81%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
27,781
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
27,713
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 62.39%
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
27,681
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
27,631
shares
|
$1.75 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
27,526
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 54.15%
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
27,520
shares
|
$1.74 Million
0.53% of portfolio
|
Q1 2025
Added 65.45%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,518
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.67%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
27,444
shares
|
$1.74 Million
0.63% of portfolio
|
Q2 2025
Added 12.57%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
27,335
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
27,317
shares
|
$1.73 Million
0.65% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
27,301
shares
|
$1.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 85.21%
|