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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
65,050
shares
|
$4.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
63,905
shares
|
$4.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
63,507
shares
|
$4.15 Million
0.37% of portfolio
|
Q4 2024
Reduced 53.64%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
63,000
shares
|
$4.12 Million
0.88% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
62,905
shares
|
$4.11 Million
3.31% of portfolio
|
Q2 2022
Reduced 6.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
62,886
shares
|
$4.11 Million
0.15% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
62,545
shares
|
$4.09 Million
0.22% of portfolio
|
Q1 2025
Added 162.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
62,445
shares
|
$4.08 Million
0.03% of portfolio
|
Q4 2024
Added 80.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
62,160
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Added 62.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
62,105
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.62%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
61,930
shares
|
$4.05 Million
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
61,902
shares
|
$4.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,838
shares
|
$4.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.64%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
61,096
shares
|
$3.99 Million
0.4% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
60,763
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 78.05%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
60,595
shares
|
$3.96 Million
0.96% of portfolio
|
Q4 2022
Added 0.64%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
60,031
shares
|
$3.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,001
shares
|
$3.92 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
59,977
shares
|
$3.92 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
59,965
shares
|
$3.92 Million
1.3% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
59,789
shares
|
$3.91 Million
0.17% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
59,697
shares
|
$3.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
59,690
shares
|
$3.9 Million
2.48% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
59,194
shares
|
$3.87 Million
0.27% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
58,891
shares
|
$3.85 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.04%
|