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 1,976 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 $64.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
39,540
shares
|
$2.49 Million
0.03% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
39,422
shares
|
$2.48 Million
1.7% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
39,350
shares
|
$2.48 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,335
shares
|
$2.48 Million
0.3% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
38,936
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 57.18%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
38,895
shares
|
$2.45 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
38,867
shares
|
$2.45 Million
0.28% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
38,738
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.79%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
38,697
shares
|
$2.44 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
38,370
shares
|
$2.42 Million
0.09% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
38,223
shares
|
$2.41 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
38,000
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 56.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
37,892
shares
|
$2.39 Million
0.12% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
37,432
shares
|
$2.36 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
37,314
shares
|
$2.35 Million
0.54% of portfolio
|
Q1 2023
Reduced 5.87%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
37,055
shares
|
$2.34 Million
1.1% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
37,054
shares
|
$2.34 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
36,973
shares
|
$2.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
36,951
shares
|
$2.33 Million
0.55% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
36,885
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Added 816.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,623
shares
|
$2.31 Million
0.15% of portfolio
|
Q2 2020
Added 2.32%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
36,545
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
36,499
shares
|
$2.3 Million
0.76% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
36,422
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
36,227
shares
|
$2.28 Million
0.04% of portfolio
|
Q4 2024
Added 2.21%
|