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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
27,281
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,189
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
27,148
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.25%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
27,131
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
27,077
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
27,053
shares
|
$1.71 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
27,017
shares
|
$1.71 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
26,941
shares
|
$1.71 Million
0.25% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
26,595
shares
|
$1.68 Million
0.61% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
26,525
shares
|
$1.68 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
26,500
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,401
shares
|
$1.67 Million
0.37% of portfolio
|
Q3 2022
Reduced 14.87%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
26,239
shares
|
$1.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,081
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2022
Added 6.0%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
25,996
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
25,989
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,825
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
25,402
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,291
shares
|
$1.6 Million
0.18% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
25,134
shares
|
$1.59 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
May 15, 2025 Q1 2025 |
24,925
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
24,822
shares
|
$1.57 Million
0.56% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
24,382
shares
|
$1.54 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
24,367
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24,325
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.09%
|