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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
72,125
shares
|
$4.58 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
71,364
shares
|
$4.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
71,234
shares
|
$4.52 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
70,996
shares
|
$4.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
70,218
shares
|
$4.46 Million
0.06% of portfolio
|
Q4 2024
Added 40.12%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
69,420
shares
|
$4.41 Million
0.05% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
68,305
shares
|
$4.34 Million
0.99% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
68,246
shares
|
$4.33 Million
0.86% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
68,136
shares
|
$4.33 Million
3.02% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
68,109
shares
|
$4.32 Million
0.71% of portfolio
|
Q4 2024
Reduced 51.89%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
67,700
shares
|
$4.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
67,633
shares
|
$4.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
67,429
shares
|
$4.28 Million
0.28% of portfolio
|
Q4 2024
Reduced 15.98%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
67,375
shares
|
$4.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
67,183
shares
|
$4.26 Million
0.19% of portfolio
|
Q4 2024
Reduced 16.7%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
66,951
shares
|
$4.25 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
66,739
shares
|
$4.24 Million
1.09% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
66,617
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
66,243
shares
|
$4.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
66,225
shares
|
$4.2 Million
1.01% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
65,886
shares
|
$4.18 Million
0.16% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
65,769
shares
|
$4.18 Million
0.43% of portfolio
|
Q2 2022
Added 6.42%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
65,668
shares
|
$4.17 Million
0.16% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
65,574
shares
|
$4.16 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
65,050
shares
|
$4.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.99%
|