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 |
|---|---|---|---|---|---|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
24,270
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,215
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,161
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
23,935
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
23,933
shares
|
$1.51 Million
1.54% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
23,924
shares
|
$1.51 Million
0.63% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
23,837
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
23,725
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.0%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
23,664
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
23,571
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,401
shares
|
$1.48 Million
0.19% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
23,330
shares
|
$1.48 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
23,289
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
23,256
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
23,138
shares
|
$1.46 Million
0.42% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
22,986
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Added 371.8%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
22,878
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
22,874
shares
|
$1.45 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
22,694
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
22,630
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
May 15, 2025 Q1 2025 |
22,500
shares
|
$1.42 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
22,464
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
22,443
shares
|
$1.42 Million
0.54% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
22,317
shares
|
$1.41 Million
0.18% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
22,223
shares
|
$1.41 Million
0.07% of portfolio
|
Q1 2025
Added 52.96%
|