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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
11,676
shares
|
$758,122
0.13% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
11,644
shares
|
$756,044
0.06% of portfolio
|
Q4 2024
Reduced 66.95%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
11,644
shares
|
$756,044
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,640
shares
|
$755,785
0.03% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
11,633
shares
|
$755,330
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
11,622
shares
|
$754,616
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
11,593
shares
|
$752,733
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
11,589
shares
|
$752,473
0.1% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
11,560
shares
|
$750,590
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
11,543
shares
|
$749,486
0.5% of portfolio
|
Q1 2025
Added 45.78%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
11,513
shares
|
$747,539
0.17% of portfolio
|
Q4 2024
Added 25484.44%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
11,500
shares
|
$746,695
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
11,473
shares
|
$744,941
0.21% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
11,384
shares
|
$739,163
0.23% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
11,356
shares
|
$737,345
0.4% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,354
shares
|
$737,215
0.07% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,300
shares
|
$733,709
0.02% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
11,273
shares
|
$731,955
0.05% of portfolio
|
Q4 2024
Reduced 28.46%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
11,269
shares
|
$731,696
0.07% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
11,225
shares
|
$728,839
0.24% of portfolio
|
Q4 2024
Added 184.25%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
11,112
shares
|
$721,502
0.38% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
11,110
shares
|
$721,372
0.04% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
11,081
shares
|
$719,489
0.03% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
11,078
shares
|
$719,294
0.01% of portfolio
|
Q4 2024
Reduced 33.35%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,057
shares
|
$717,931
0.01% of portfolio
|
Q4 2024
Added 11.72%
|