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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
55,147
shares
|
$3.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.21%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
54,864
shares
|
$3.94 Million
0.46% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
54,493
shares
|
$3.91 Million
0.71% of portfolio
|
Q2 2025
Added 168.44%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
54,414
shares
|
$3.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
53,901
shares
|
$3.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
53,729
shares
|
$3.86 Million
0.2% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
53,697
shares
|
$3.85 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
53,475
shares
|
$3.84 Million
0.05% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
53,033
shares
|
$3.81 Million
0.32% of portfolio
|
Q3 2022
Added 2.45%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
52,998
shares
|
$3.8 Million
0.96% of portfolio
|
Q2 2025
Reduced 23.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
52,698
shares
|
$3.78 Million
0.05% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
52,553
shares
|
$3.77 Million
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
52,445
shares
|
$3.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
52,236
shares
|
$3.75 Million
1.11% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
52,150
shares
|
$3.74 Million
1.43% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
52,029
shares
|
$3.73 Million
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
52,017
shares
|
$3.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
51,859
shares
|
$3.72 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
51,685
shares
|
$3.71 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
51,450
shares
|
$3.69 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
51,351
shares
|
$3.68 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
50,769
shares
|
$3.64 Million
0.73% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
50,705
shares
|
$3.64 Million
0.04% of portfolio
|
Q2 2025
Added 163.18%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
50,476
shares
|
$3.62 Million
1.21% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
50,465
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 92.5%
|