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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
68,136
shares
|
$4.89 Million
3.02% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
67,500
shares
|
$4.84 Million
0.78% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
67,253
shares
|
$4.83 Million
0.86% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
66,910
shares
|
$4.8 Million
0.83% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
66,739
shares
|
$4.79 Million
1.09% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
66,700
shares
|
$4.79 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
66,243
shares
|
$4.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
66,225
shares
|
$4.75 Million
1.01% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
66,104
shares
|
$4.74 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
65,769
shares
|
$4.72 Million
0.43% of portfolio
|
Q2 2022
Added 6.42%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
64,971
shares
|
$4.66 Million
0.1% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
64,828
shares
|
$4.65 Million
0.04% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
64,744
shares
|
$4.65 Million
1.05% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
64,200
shares
|
$4.61 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
64,062
shares
|
$4.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
63,311
shares
|
$4.54 Million
0.2% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
62,905
shares
|
$4.51 Million
3.31% of portfolio
|
Q2 2022
Reduced 6.7%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
62,630
shares
|
$4.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
62,627
shares
|
$4.49 Million
0.02% of portfolio
|
Q2 2025
Added 111.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
62,151
shares
|
$4.46 Million
0.06% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
62,052
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,838
shares
|
$4.44 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.64%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
61,776
shares
|
$4.43 Million
0.15% of portfolio
|
Q2 2025
Added 33.47%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
61,455
shares
|
$4.41 Million
0.51% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
61,070
shares
|
$4.38 Million
1.26% of portfolio
|
Q2 2025
Added 1.84%
|