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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
26,941
shares
|
$1.7 Million
0.25% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,650
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,537
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Reduced 70.74%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
26,525
shares
|
$1.67 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
26,523
shares
|
$1.67 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
26,500
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
26,425
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 52.72%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,401
shares
|
$1.66 Million
0.37% of portfolio
|
Q3 2022
Reduced 14.87%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,081
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2022
Added 6.0%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,996
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
25,951
shares
|
$1.64 Million
0.31% of portfolio
|
Q4 2024
Reduced 26.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
25,933
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.33%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
25,854
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.1%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
25,730
shares
|
$1.62 Million
1.11% of portfolio
|
Q4 2024
Reduced 36.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,430
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,291
shares
|
$1.59 Million
0.18% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
25,261
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
25,162
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
25,108
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Cm Management, LLC
|
Feb 07, 2025 Q4 2024 |
25,000
shares
|
$1.58 Million
1.05% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
24,742
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
24,646
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
24,635
shares
|
$1.55 Million
0.3% of portfolio
|
Q4 2024
Reduced 39.66%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
24,617
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
24,494
shares
|
$1.54 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.35%
|