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 |
|---|---|---|---|---|---|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,525
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 112.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,472
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
18,445
shares
|
$1.36 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
18,425
shares
|
$1.36 Million
1.31% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
18,371
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Added 26.33%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
18,292
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.78%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
18,290
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
18,278
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
18,199
shares
|
$1.35 Million
0.45% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
18,165
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
18,165
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
18,094
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
18,050
shares
|
$1.34 Million
0.22% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
18,000
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
17,942
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,941
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2022
Added 14.68%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,929
shares
|
$1.33 Million
0.55% of portfolio
|
Q4 2023
Reduced 9.61%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
17,809
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Westport Asset Management Inc
Southport, CT |
Aug 12, 2025 Q2 2025 |
17,772
shares
|
$1.31 Million
0.58% of portfolio
|
Q4 2022
Reduced 36.05%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
17,756
shares
|
$1.31 Million
0.43% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
17,687
shares
|
$1.31 Million
0.28% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
17,634
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
17,537
shares
|
$1.3 Million
1.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
17,517
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
17,388
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 116.97%
|