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 $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
4,614
shares
|
$301,386
0.01% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,608
shares
|
$300,994
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
4,599
shares
|
$300,406
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,597
shares
|
$300,276
0.27% of portfolio
|
Q2 2022
Added 545.65%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
4,592
shares
|
$299,949
0.15% of portfolio
|
Q4 2024
Reduced 67.36%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
4,575
shares
|
$298,838
0.03% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,569
shares
|
$298,447
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,562
shares
|
$297,989
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$295,638
0.01% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
4,521
shares
|
$295,311
0.09% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,515
shares
|
$294,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,503
shares
|
$294,135
0.16% of portfolio
|
Q1 2025
Reduced 30.47%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
4,500
shares
|
$293,939
0.25% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
4,494
shares
|
$293,548
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,487
shares
|
$293,090
0.25% of portfolio
|
Q2 2023
Reduced 6.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,457
shares
|
$291,131
0.02% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,426
shares
|
$289,106
0.07% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
4,387
shares
|
$286,558
0.16% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,380
shares
|
$286,101
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
4,352
shares
|
$284,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,351
shares
|
$284,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
4,348
shares
|
$284,011
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
4,344
shares
|
$283,750
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,338
shares
|
$283,358
0.03% of portfolio
|
Q4 2024
Reduced 36.56%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
4,334
shares
|
$283,096
0.01% of portfolio
|
Q1 2025
Reduced 44.36%
|