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 |
|---|---|---|---|---|---|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
40,702
shares
|
$2.92 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
40,685
shares
|
$2.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
40,536
shares
|
$2.91 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
40,355
shares
|
$2.9 Million
0.04% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
40,202
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
40,151
shares
|
$2.88 Million
0.04% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
39,762
shares
|
$2.85 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
39,516
shares
|
$2.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
39,433
shares
|
$2.83 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
39,350
shares
|
$2.82 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
39,191
shares
|
$2.81 Million
1.22% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
39,008
shares
|
$2.8 Million
0.08% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
38,693
shares
|
$2.78 Million
0.05% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
38,315
shares
|
$2.75 Million
1.43% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
38,090
shares
|
$2.73 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
38,080
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
37,935
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
37,892
shares
|
$2.72 Million
0.12% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,854
shares
|
$2.72 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
37,621
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
37,612
shares
|
$2.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
37,387
shares
|
$2.68 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
37,345
shares
|
$2.68 Million
0.71% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
37,314
shares
|
$2.68 Million
0.54% of portfolio
|
Q1 2023
Reduced 5.87%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
37,220
shares
|
$2.67 Million
0.11% of portfolio
|
Q2 2025
Added 58.23%
|