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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
37,185
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Added 54.77%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,951
shares
|
$2.65 Million
0.81% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
36,809
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
36,795
shares
|
$2.64 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,623
shares
|
$2.63 Million
0.15% of portfolio
|
Q2 2020
Added 2.32%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
36,604
shares
|
$2.63 Million
0.16% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
36,500
shares
|
$2.62 Million
1.55% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
36,499
shares
|
$2.62 Million
0.76% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
36,447
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
36,362
shares
|
$2.61 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
35,774
shares
|
$2.57 Million
2.27% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
35,754
shares
|
$2.57 Million
0.04% of portfolio
|
Q2 2025
Added 142.06%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
35,722
shares
|
$2.56 Million
0.25% of portfolio
|
Q2 2025
Reduced 83.73%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
35,700
shares
|
$2.56 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
35,375
shares
|
$2.54 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
35,114
shares
|
$2.52 Million
0.26% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
34,991
shares
|
$2.51 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
34,955
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2025
Added 33.22%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
34,883
shares
|
$2.5 Million
0.16% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
34,793
shares
|
$2.5 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
34,620
shares
|
$2.48 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
34,478
shares
|
$2.47 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
34,429
shares
|
$2.47 Million
0.08% of portfolio
|
Q4 2022
Added 10.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
34,334
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
34,314
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.48%
|