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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
31,397
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
31,092
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
30,620
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
30,417
shares
|
$2.25 Million
0.77% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
30,321
shares
|
$2.24 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
30,239
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,201
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2023
Added 74.04%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
30,118
shares
|
$2.23 Million
1.18% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Aug 14, 2025 Q2 2025 |
30,096
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
30,041
shares
|
$2.22 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
30,032
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
30,000
shares
|
$2.22 Million
0.2% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
29,937
shares
|
$2.21 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
29,874
shares
|
$2.21 Million
1.39% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
29,842
shares
|
$2.21 Million
0.29% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
29,766
shares
|
$2.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
29,763
shares
|
$2.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
29,728
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
29,630
shares
|
$2.19 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
29,255
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2025
Added 149.98%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
29,147
shares
|
$2.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
29,094
shares
|
$2.15 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,000
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
28,910
shares
|
$2.14 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
28,894
shares
|
$2.14 Million
0.63% of portfolio
|
Q3 2022
Added 2.01%
|