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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
33,364
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
33,355
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
33,233
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 59.58%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
33,121
shares
|
$2.16 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
33,083
shares
|
$2.16 Million
1.0% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
33,010
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 74.28%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
32,999
shares
|
$2.16 Million
0.18% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
32,967
shares
|
$2.15 Million
0.1% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
32,945
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
32,912
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
32,500
shares
|
$2.12 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,416
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2023
Added 9.16%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
32,385
shares
|
$2.12 Million
1.12% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
32,180
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
32,172
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
32,105
shares
|
$2.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
32,023
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 84.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
31,947
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
31,945
shares
|
$2.09 Million
0.39% of portfolio
|
Q4 2024
Added 86.54%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
31,943
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
31,765
shares
|
$2.07 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
31,585
shares
|
$2.06 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
31,569
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
31,393
shares
|
$2.05 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
31,313
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Added 185.08%
|