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 2,030 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
117,729
shares
|
$7.69 Million
0.63% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
117,184
shares
|
$7.65 Million
1.59% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
116,742
shares
|
$7.63 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
116,003
shares
|
$7.58 Million
0.66% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
115,806
shares
|
$7.56 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
115,253
shares
|
$7.53 Million
0.01% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
114,927
shares
|
$7.51 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
114,801
shares
|
$7.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
114,549
shares
|
$7.48 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
113,625
shares
|
$7.42 Million
0.67% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
112,977
shares
|
$7.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.34%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
112,911
shares
|
$7.38 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Feb 14, 2025 Q4 2024 |
112,698
shares
|
$7.36 Million
3.03% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
110,200
shares
|
$7.2 Million
0.03% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
110,077
shares
|
$7.19 Million
2.32% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Apr 14, 2025 Q1 2025 |
110,000
shares
|
$7.19 Million
1.37% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
109,939
shares
|
$7.18 Million
0.34% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
108,530
shares
|
$7.09 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
108,233
shares
|
$7.07 Million
3.0% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
107,852
shares
|
$7.04 Million
0.09% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
106,664
shares
|
$6.97 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
106,239
shares
|
$6.94 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
105,953
shares
|
$6.92 Million
1.17% of portfolio
|
Q2 2022
Reduced 0.59%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
105,791
shares
|
$6.91 Million
0.89% of portfolio
|
Q4 2024
Added 33.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
104,918
shares
|
$6.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.62%
|