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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
45,879
shares
|
$3 Million
0.18% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
45,643
shares
|
$2.98 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
45,622
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Clark Estates Inc
New York, NY |
Feb 06, 2025 Q4 2024 |
45,375
shares
|
$2.96 Million
0.54% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
45,000
shares
|
$2.94 Million
0.16% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
44,905
shares
|
$2.93 Million
0.03% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
44,875
shares
|
$2.93 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
44,805
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2023
Reduced 6.87%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
44,663
shares
|
$2.92 Million
0.15% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
44,459
shares
|
$2.9 Million
0.22% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
44,446
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
44,318
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
44,229
shares
|
$2.89 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
43,974
shares
|
$2.87 Million
0.02% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
43,922
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.14%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
43,766
shares
|
$2.86 Million
0.25% of portfolio
|
Q1 2019
Added 37.78%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
43,731
shares
|
$2.86 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
43,651
shares
|
$2.85 Million
0.37% of portfolio
|
Q4 2023
Reduced 8.41%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
43,645
shares
|
$2.85 Million
0.15% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
43,622
shares
|
$2.85 Million
0.33% of portfolio
|
Q4 2024
Added 213.83%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
43,577
shares
|
$2.85 Million
3.92% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
43,269
shares
|
$2.83 Million
0.8% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
42,935
shares
|
$2.8 Million
0.29% of portfolio
|
Q4 2024
Reduced 46.51%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
42,876
shares
|
$2.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
42,653
shares
|
$2.79 Million
0.04% of portfolio
|
Q1 2025
Added 157.43%
|