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 1,977 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 $64.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
220,133
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
219,689
shares
|
$13.9 Million
0.04% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
218,067
shares
|
$13.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
217,407
shares
|
$13.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 53.77%
|
|
|
Sector Gamma As
|
Feb 11, 2025 Q4 2024 |
217,000
shares
|
$13.8 Million
3.54% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
216,403
shares
|
$13.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
215,968
shares
|
$13.7 Million
0.72% of portfolio
|
Q4 2022
Reduced 67.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
212,111
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
210,370
shares
|
$13.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 17.9%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
210,163
shares
|
$13.3 Million
0.44% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
209,888
shares
|
$13.3 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
209,719
shares
|
$13.3 Million
0.19% of portfolio
|
Q1 2024
Reduced 56.93%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
209,429
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.06%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
209,029
shares
|
$13.3 Million
0.11% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
207,651
shares
|
$13.2 Million
3.33% of portfolio
|
Q4 2024
Added 275.13%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
206,806
shares
|
$13.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
204,363
shares
|
$13 Million
0.05% of portfolio
|
Q4 2024
Reduced 34.25%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
203,135
shares
|
$12.9 Million
0.15% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
201,243
shares
|
$12.8 Million
0.1% of portfolio
|
Q2 2023
Reduced 37.06%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Feb 14, 2025 Q4 2024 |
200,800
shares
|
$12.7 Million
2.83% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
200,534
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Parkwood LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
199,277
shares
|
$12.7 Million
1.02% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
198,675
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
198,542
shares
|
$12.6 Million
0.05% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
198,301
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.27%
|