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 2,092 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 $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
14,704
shares
|
$946,349
0.14% of portfolio
|
Q1 2025
Added 147.88%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
14,703
shares
|
$946,285
0.2% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
14,678
shares
|
$944,676
0.06% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,626
shares
|
$941,329
0.12% of portfolio
|
Q2 2023
Added 29.64%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
14,593
shares
|
$939,205
0.46% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
14,536
shares
|
$935,536
0.08% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
14,507
shares
|
$933,670
0.04% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$933,220
0.22% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
14,468
shares
|
$931,160
0.67% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,411
shares
|
$927,491
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
14,384
shares
|
$925,754
0.38% of portfolio
|
Q2 2025
Reduced 66.76%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
14,340
shares
|
$922,922
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
14,334
shares
|
$922,536
0.02% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
14,292
shares
|
$919,833
0.49% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
14,279
shares
|
$918,996
0.13% of portfolio
|
Q1 2025
Reduced 66.37%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,237
shares
|
$916,293
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
14,188
shares
|
$913,139
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
14,174
shares
|
$912,238
0.26% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
14,172
shares
|
$912,109
0.56% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
14,151
shares
|
$910,758
0.09% of portfolio
|
Q1 2025
Added 54.45%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
14,145
shares
|
$910,372
0.03% of portfolio
|
Q1 2025
Reduced 80.96%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
14,084
shares
|
$906,446
0.05% of portfolio
|
Q1 2025
Reduced 69.3%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
14,000
shares
|
$901,040
0.28% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,995
shares
|
$900,718
0.08% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,985
shares
|
$900,074
0.06% of portfolio
|
Q1 2025
New holding
|