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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
13,873
shares
|
$900,773
0.27% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
13,846
shares
|
$899,020
0.01% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
13,830
shares
|
$897,981
0.08% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,824
shares
|
$897,592
0.01% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
13,799
shares
|
$895,969
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
13,777
shares
|
$894,540
0.22% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,774
shares
|
$894,345
0.03% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
13,740
shares
|
$892,138
0.03% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
13,739
shares
|
$892,073
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
13,719
shares
|
$890,774
0.45% of portfolio
|
Q2 2022
Reduced 0.49%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,673
shares
|
$887,787
0.09% of portfolio
|
Q4 2023
Reduced 10.62%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,673
shares
|
$887,787
0.0% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
13,664
shares
|
$887,203
0.52% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
13,655
shares
|
$886,619
0.16% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
13,634
shares
|
$885,255
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
13,586
shares
|
$882,138
0.82% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,511
shares
|
$877,269
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
13,426
shares
|
$871,750
0.02% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,422
shares
|
$871,490
0.02% of portfolio
|
Q1 2025
Reduced 71.59%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
13,402
shares
|
$870,191
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
13,365
shares
|
$867,789
0.26% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
13,297
shares
|
$863,374
0.01% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
13,271
shares
|
$861,686
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
13,250
shares
|
$860,322
0.15% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,191
shares
|
$856,491
0.02% of portfolio
|
Q2 2022
Reduced 2.48%
|