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 $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
19,898
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2022
Reduced 82.61%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
19,882
shares
|
$1.29 Million
0.3% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
19,787
shares
|
$1.28 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
19,596
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
19,516
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 97.99%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
19,470
shares
|
$1.26 Million
0.78% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,382
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
19,380
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,351
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2022
Reduced 40.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
19,333
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
19,197
shares
|
$1.25 Million
0.35% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,116
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,071
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
19,000
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
18,994
shares
|
$1.23 Million
1.12% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18,936
shares
|
$1.23 Million
0.71% of portfolio
|
Q1 2024
Added 74.56%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
18,771
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 52.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
18,712
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
18,642
shares
|
$1.21 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
18,576
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
18,495
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 103.33%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
18,475
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
18,445
shares
|
$1.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
18,434
shares
|
$1.2 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
18,425
shares
|
$1.2 Million
1.31% of portfolio
|
Q2 2022
Reduced 5.15%
|