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 2,118 institutions that hold shares in the stock, with a total of 1.04 Billion shares, which have been reported (via 13F filing form) to have a value of $74.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
152,792
shares
|
$11 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
151,595
shares
|
$10.9 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
151,299
shares
|
$10.9 Million
0.97% of portfolio
|
Q2 2025
Reduced 68.54%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
151,240
shares
|
$10.9 Million
0.12% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
150,961
shares
|
$10.8 Million
2.4% of portfolio
|
Q3 2023
Added 6.64%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
149,150
shares
|
$10.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
147,059
shares
|
$10.6 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
145,458
shares
|
$10.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
145,437
shares
|
$10.4 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
145,349
shares
|
$10.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
142,869
shares
|
$10.3 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
141,150
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2023
Reduced 18.85%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
139,522
shares
|
$10 Million
1.11% of portfolio
|
Q3 2022
Added 16.26%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
138,850
shares
|
$9.96 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
138,318
shares
|
$9.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Mizuho Markets Cayman LP
|
Aug 01, 2025 Q2 2025 |
137,750
shares
|
$9.88 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
133,715
shares
|
$9.59 Million
0.03% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
133,484
shares
|
$9.58 Million
1.73% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
133,234
shares
|
$9.56 Million
1.07% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
132,759
shares
|
$9.53 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
132,185
shares
|
$9.48 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
131,781
shares
|
$9.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
131,487
shares
|
$9.43 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
130,777
shares
|
$9.38 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
129,388
shares
|
$9.28 Million
0.48% of portfolio
|
Q2 2025
Added 0.87%
|