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 2,091 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
55,515
shares
|
$3.26 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
55,377
shares
|
$3.25 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
55,242
shares
|
$3.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
55,222
shares
|
$3.24 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
55,104
shares
|
$3.24 Million
0.05% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
55,071
shares
|
$3.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 92.83%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
54,421
shares
|
$3.2 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
54,300
shares
|
$3.19 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,879
shares
|
$3.17 Million
0.03% of portfolio
|
Q1 2025
Added 94.04%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
53,434
shares
|
$3.14 Million
0.22% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
53,033
shares
|
$3.12 Million
0.32% of portfolio
|
Q3 2022
Added 2.45%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
52,445
shares
|
$3.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
52,236
shares
|
$3.07 Million
1.11% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
52,150
shares
|
$3.06 Million
1.43% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
52,052
shares
|
$3.06 Million
0.06% of portfolio
|
Q1 2025
Added 2054.47%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
51,846
shares
|
$3.05 Million
0.09% of portfolio
|
Q1 2025
Added 43.11%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
51,450
shares
|
$3.02 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
51,130
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.41%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
50,855
shares
|
$2.99 Million
0.95% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,171
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
50,000
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
49,915
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2025
Added 150.33%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
49,383
shares
|
$2.9 Million
0.71% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
49,307
shares
|
$2.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
48,751
shares
|
$2.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.48%
|