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 |
|---|---|---|---|---|---|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
20,021
shares
|
$1.48 Million
0.65% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
20,014
shares
|
$1.48 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
19,898
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2022
Reduced 82.61%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
19,787
shares
|
$1.46 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
19,721
shares
|
$1.46 Million
0.73% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,698
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
19,485
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 1137.93%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
19,480
shares
|
$1.44 Million
1.08% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
19,444
shares
|
$1.44 Million
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
19,370
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,351
shares
|
$1.43 Million
0.46% of portfolio
|
Q2 2022
Reduced 40.73%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
19,194
shares
|
$1.42 Million
1.01% of portfolio
|
Q2 2025
Added 136.03%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
19,105
shares
|
$1.41 Million
0.29% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
18,999
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,984
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
18,947
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18,936
shares
|
$1.4 Million
0.71% of portfolio
|
Q1 2024
Added 74.56%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
18,935
shares
|
$1.4 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
18,820
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
18,779
shares
|
$1.39 Million
0.88% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,777
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
18,754
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
18,619
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
18,587
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.8%
|