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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
48,365
shares
|
$2.84 Million
0.19% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
48,248
shares
|
$2.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
47,930
shares
|
$2.82 Million
0.43% of portfolio
|
Q4 2022
Added 19.8%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,608
shares
|
$2.8 Million
0.41% of portfolio
|
Q3 2022
Reduced 27.27%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
47,607
shares
|
$2.8 Million
1.25% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
47,467
shares
|
$2.79 Million
0.22% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
47,302
shares
|
$2.78 Million
0.15% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
47,174
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2022
Added 2.5%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
46,676
shares
|
$2.74 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
46,490
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
46,459
shares
|
$2.73 Million
0.43% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
46,339
shares
|
$2.72 Million
0.14% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
46,181
shares
|
$2.71 Million
0.52% of portfolio
|
Q2 2023
Reduced 14.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
46,169
shares
|
$2.71 Million
0.69% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
45,753
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
45,643
shares
|
$2.68 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
45,570
shares
|
$2.68 Million
0.24% of portfolio
|
Q1 2025
Added 427.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
45,449
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
45,125
shares
|
$2.65 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
45,000
shares
|
$2.64 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
44,905
shares
|
$2.64 Million
0.03% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
44,805
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2023
Reduced 6.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
44,804
shares
|
$2.63 Million
0.12% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
44,641
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
Added 72.43%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
44,446
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2024
New holding
|