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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$171,660
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,610
shares
|
$170,485
0.1% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,607
shares
|
$170,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,596
shares
|
$169,570
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$169,374
0.01% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$167,023
0.14% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,552
shares
|
$166,696
0.01% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,547
shares
|
$166,370
0.06% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,503
shares
|
$163,495
0.0% of portfolio
|
Q4 2024
Reduced 55.23%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,492
shares
|
$162,777
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,482
shares
|
$162,124
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,472
shares
|
$161,471
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,468
shares
|
$161,209
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,451
shares
|
$160,099
0.15% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
2,446
shares
|
$159,772
0.08% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,438
shares
|
$159,250
0.08% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,416
shares
|
$157,813
0.0% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,403
shares
|
$156,963
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
2,312
shares
|
$151,019
0.0% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,284
shares
|
$149,190
0.04% of portfolio
|
Q4 2024
Reduced 61.04%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
2,247
shares
|
$146,774
0.08% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,202
shares
|
$143,834
0.01% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,164
shares
|
$141,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,158
shares
|
$140,960
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,097
shares
|
$136,976
0.01% of portfolio
|
Q1 2025
Added 2.74%
|