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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
36,227
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
35,939
shares
|
$2.35 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
35,880
shares
|
$2.34 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
35,740
shares
|
$2.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 78.77%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
35,713
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.15%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
35,491
shares
|
$2.32 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
35,338
shares
|
$2.31 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
35,156
shares
|
$2.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
35,110
shares
|
$2.29 Million
0.06% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
34,966
shares
|
$2.28 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Coho Partners, Ltd.
|
Apr 22, 2025 Q1 2025 |
34,746
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
34,447
shares
|
$2.25 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
34,429
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2022
Added 10.15%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
34,343
shares
|
$2.24 Million
0.6% of portfolio
|
Q4 2024
Reduced 21.93%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
34,285
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
34,203
shares
|
$2.23 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.21%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
34,194
shares
|
$2.23 Million
0.16% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
34,170
shares
|
$2.23 Million
0.57% of portfolio
|
Q4 2024
Added 465.92%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
34,125
shares
|
$2.23 Million
0.05% of portfolio
|
Q4 2024
Added 92.15%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
34,020
shares
|
$2.22 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
33,912
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 66.53%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
33,908
shares
|
$2.21 Million
0.37% of portfolio
|
Q4 2024
Reduced 45.21%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
33,724
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
33,586
shares
|
$2.19 Million
0.03% of portfolio
|
Q4 2024
Added 45.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
33,546
shares
|
$2.19 Million
0.25% of portfolio
|
Q3 2024
New holding
|