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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
22,000
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
21,793
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
21,769
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.45%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
21,734
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,209
shares
|
$1.34 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
21,162
shares
|
$1.34 Million
0.87% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
21,120
shares
|
$1.34 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
21,084
shares
|
$1.33 Million
0.31% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
21,051
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
21,000
shares
|
$1.33 Million
0.77% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,963
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
20,929
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
20,903
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
20,866
shares
|
$1.32 Million
1.19% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
20,718
shares
|
$1.31 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
20,561
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.07%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
20,537
shares
|
$1.3 Million
0.29% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
20,500
shares
|
$1.3 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
20,300
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Added 120.65%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
20,231
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
20,207
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,184
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2022
Added 355.83%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
20,033
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
20,021
shares
|
$1.27 Million
0.65% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
19,898
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2022
Reduced 82.61%
|