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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
19,885
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Added 61.59%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
19,861
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 97.29%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
19,790
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
19,787
shares
|
$1.25 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
19,785
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.73%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
19,559
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
19,470
shares
|
$1.23 Million
0.78% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
19,426
shares
|
$1.23 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,382
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,351
shares
|
$1.22 Million
0.46% of portfolio
|
Q2 2022
Reduced 40.73%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
19,266
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.03%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
19,240
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,984
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18,936
shares
|
$1.2 Million
0.71% of portfolio
|
Q1 2024
Added 74.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
18,820
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,777
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,728
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
18,605
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
18,603
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
18,587
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.8%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
18,495
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 103.33%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
18,445
shares
|
$1.17 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
18,434
shares
|
$1.17 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
18,425
shares
|
$1.17 Million
1.31% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
18,374
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.85%
|