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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
52,360
shares
|
$3.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
52,150
shares
|
$3.41 Million
1.43% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
52,136
shares
|
$3.41 Million
0.48% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
51,770
shares
|
$3.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
51,720
shares
|
$3.38 Million
1.1% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
51,674
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
51,615
shares
|
$3.37 Million
1.28% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
50,878
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
49,383
shares
|
$3.23 Million
0.71% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
48,997
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.48%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
47,930
shares
|
$3.13 Million
0.43% of portfolio
|
Q4 2022
Added 19.8%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
47,784
shares
|
$3.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,608
shares
|
$3.11 Million
0.41% of portfolio
|
Q3 2022
Reduced 27.27%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
47,607
shares
|
$3.11 Million
1.25% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
47,336
shares
|
$3.09 Million
0.12% of portfolio
|
Q1 2025
Added 111.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
47,310
shares
|
$3.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
47,299
shares
|
$3.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
47,248
shares
|
$3.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
47,234
shares
|
$3.09 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
47,174
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2022
Added 2.5%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
47,151
shares
|
$3.08 Million
0.05% of portfolio
|
Q4 2024
Added 75.64%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
47,059
shares
|
$3.07 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
46,252
shares
|
$3.02 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
46,181
shares
|
$3.02 Million
0.52% of portfolio
|
Q2 2023
Reduced 14.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
46,169
shares
|
$3.02 Million
0.69% of portfolio
|
Q3 2022
Added 0.1%
|