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 |
|---|---|---|---|---|---|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
27,520
shares
|
$1.8 Million
0.53% of portfolio
|
Q1 2025
Added 65.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,518
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.67%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
27,305
shares
|
$1.78 Million
0.17% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
27,202
shares
|
$1.78 Million
0.65% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
27,148
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.25%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
27,121
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
26,989
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Added 849.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
26,941
shares
|
$1.76 Million
0.25% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
26,525
shares
|
$1.73 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
26,523
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
26,500
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
26,425
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2024
Reduced 52.72%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,401
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2022
Reduced 14.87%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
26,239
shares
|
$1.71 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,081
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2022
Added 6.0%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,996
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
25,951
shares
|
$1.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 26.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
25,933
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.33%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
25,890
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
25,730
shares
|
$1.68 Million
1.11% of portfolio
|
Q4 2024
Reduced 36.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,430
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,291
shares
|
$1.65 Million
0.18% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
25,261
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
25,108
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Cm Management, LLC
|
Feb 07, 2025 Q4 2024 |
25,000
shares
|
$1.63 Million
1.05% of portfolio
|
Q4 2024
Reduced 28.57%
|