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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
88,296
shares
|
$6.34 Million
0.09% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
86,888
shares
|
$6.23 Million
2.12% of portfolio
|
Q2 2022
Reduced 0.91%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
86,054
shares
|
$6.17 Million
0.15% of portfolio
|
Q2 2025
Added 35.06%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
85,936
shares
|
$6.17 Million
2.15% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
85,882
shares
|
$6.16 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
85,867
shares
|
$6.16 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
85,580
shares
|
$6.14 Million
8.8% of portfolio
|
Q4 2023
Added 52.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
85,269
shares
|
$6.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
85,035
shares
|
$6.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
84,604
shares
|
$6.07 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
83,564
shares
|
$6 Million
0.04% of portfolio
|
Q2 2025
Added 634.18%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
83,353
shares
|
$5.98 Million
0.51% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
83,145
shares
|
$5.97 Million
0.11% of portfolio
|
Q2 2025
Added 133.97%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
80,918
shares
|
$5.81 Million
1.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
80,849
shares
|
$5.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
80,545
shares
|
$5.78 Million
0.57% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
80,000
shares
|
$5.74 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
79,438
shares
|
$5.7 Million
0.26% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
79,369
shares
|
$5.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
78,436
shares
|
$5.63 Million
5.51% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
78,164
shares
|
$5.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
78,084
shares
|
$5.6 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
78,038
shares
|
$5.6 Million
1.49% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
78,032
shares
|
$5.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
78,024
shares
|
$5.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.08%
|