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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,171
shares
|
$3.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
49,818
shares
|
$3.57 Million
0.06% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
49,710
shares
|
$3.57 Million
0.19% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
49,169
shares
|
$3.53 Million
0.28% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
48,751
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
48,514
shares
|
$3.48 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
48,195
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
47,930
shares
|
$3.44 Million
0.43% of portfolio
|
Q4 2022
Added 19.8%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
47,681
shares
|
$3.42 Million
0.17% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,608
shares
|
$3.42 Million
0.41% of portfolio
|
Q3 2022
Reduced 27.27%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
47,607
shares
|
$3.42 Million
1.25% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
47,467
shares
|
$3.41 Million
0.22% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
47,174
shares
|
$3.38 Million
0.32% of portfolio
|
Q3 2022
Added 2.5%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
46,966
shares
|
$3.37 Million
0.19% of portfolio
|
Q2 2025
Added 415.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
46,490
shares
|
$3.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
46,459
shares
|
$3.33 Million
0.43% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
46,181
shares
|
$3.31 Million
0.52% of portfolio
|
Q2 2023
Reduced 14.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
46,169
shares
|
$3.31 Million
0.69% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
46,135
shares
|
$3.31 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,813
shares
|
$3.29 Million
0.27% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
45,753
shares
|
$3.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
45,643
shares
|
$3.27 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
45,628
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2025
Added 129.74%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
45,105
shares
|
$3.24 Million
0.03% of portfolio
|
Q2 2025
Added 222.69%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
45,000
shares
|
$3.23 Million
0.29% of portfolio
|
Q2 2025
New holding
|