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 $76.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
23,937
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
23,728
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
23,725
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
Reduced 39.0%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
23,665
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
23,461
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,401
shares
|
$1.73 Million
0.19% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
23,268
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 39.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
23,185
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
23,170
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
23,138
shares
|
$1.71 Million
0.42% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
23,066
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 50.22%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
22,878
shares
|
$1.69 Million
0.32% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
22,876
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
22,753
shares
|
$1.68 Million
0.39% of portfolio
|
Q2 2025
Added 95.69%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
22,734
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.2%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,692
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,632
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2025 Q2 2025 |
22,500
shares
|
$1.66 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
22,418
shares
|
$1.66 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
22,391
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
22,311
shares
|
$1.65 Million
0.17% of portfolio
|
Q2 2025
Added 93.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
22,263
shares
|
$1.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
22,200
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,191
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
22,048
shares
|
$1.63 Million
0.37% of portfolio
|
Q2 2025
Reduced 42.73%
|