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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,228
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,214
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
17,209
shares
|
$1.27 Million
0.74% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17,182
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
17,165
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
17,154
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
17,025
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,911
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2022
Reduced 10.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,770
shares
|
$1.24 Million
0.33% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
16,742
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,679
shares
|
$1.23 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
16,587
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
16,537
shares
|
$1.22 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
16,525
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
16,474
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
16,441
shares
|
$1.22 Million
0.8% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16,353
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 73.04%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
16,322
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
16,314
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,235
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 30.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
16,193
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
16,155
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
16,150
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,104
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 638.04%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
16,073
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 8.53%
|