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 2,049 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 $68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
9,200
shares
|
$613,732
0.07% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,179
shares
|
$612,331
0.35% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,146
shares
|
$610,129
0.02% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
9,128
shares
|
$608,928
0.01% of portfolio
|
Q4 2024
Reduced 76.29%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,124
shares
|
$608,662
0.02% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,115
shares
|
$608,061
0.12% of portfolio
|
Q3 2024
Reduced 47.91%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
9,114
shares
|
$607,994
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
9,104
shares
|
$607,327
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
9,041
shares
|
$603,125
0.24% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
9,018
shares
|
$601,590
0.02% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
8,973
shares
|
$598,588
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
8,941
shares
|
$596,454
0.41% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
8,923
shares
|
$595,253
0.01% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
8,917
shares
|
$594,853
0.04% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
8,853
shares
|
$590,583
0.12% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
8,845
shares
|
$590,049
0.27% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
8,843
shares
|
$589,916
0.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
8,837
shares
|
$589,516
0.18% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,836
shares
|
$589,449
0.52% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
8,798
shares
|
$586,914
0.02% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
8,727
shares
|
$582,178
0.04% of portfolio
|
Q1 2025
Reduced 48.22%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
8,719
shares
|
$581,644
0.06% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
8,670
shares
|
$578,375
0.18% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,662
shares
|
$577,842
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
8,634
shares
|
$575,974
0.03% of portfolio
|
Q4 2024
New holding
|