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 2,049 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 $68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
31,016
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
30,885
shares
|
$2.06 Million
0.59% of portfolio
|
Q4 2024
Added 52.48%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
30,877
shares
|
$2.06 Million
0.09% of portfolio
|
Q1 2025
Added 196.98%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
30,835
shares
|
$2.06 Million
0.34% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
30,785
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 80.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
30,777
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
30,663
shares
|
$2.05 Million
0.47% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
30,607
shares
|
$2.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.92%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30,489
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
30,482
shares
|
$2.03 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
30,474
shares
|
$2.03 Million
3.12% of portfolio
|
Q1 2025
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
30,377
shares
|
$2.03 Million
0.92% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
30,346
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
30,342
shares
|
$2.02 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
30,300
shares
|
$2.02 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
30,239
shares
|
$2.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
30,217
shares
|
$2.02 Million
0.77% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,201
shares
|
$2.01 Million
0.18% of portfolio
|
Q4 2023
Added 74.04%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
30,170
shares
|
$2.01 Million
0.4% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
30,013
shares
|
$2 Million
1.25% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
29,996
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
29,689
shares
|
$1.98 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
29,646
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.95%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
29,505
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
29,371
shares
|
$1.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.14%
|