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 $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
104,918
shares
|
$6.68 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
104,037
shares
|
$6.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
103,378
shares
|
$6.58 Million
0.07% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
103,318
shares
|
$6.58 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
103,168
shares
|
$6.57 Million
0.23% of portfolio
|
Q4 2024
Reduced 26.79%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
102,991
shares
|
$6.56 Million
0.11% of portfolio
|
Q4 2024
Added 29.7%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,837
shares
|
$6.55 Million
0.0% of portfolio
|
Q4 2024
Added 50.45%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
101,577
shares
|
$6.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 57.2%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
101,349
shares
|
$6.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
101,318
shares
|
$6.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
100,913
shares
|
$6.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
100,787
shares
|
$6.42 Million
0.18% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
99,858
shares
|
$6.36 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
99,324
shares
|
$6.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
98,960
shares
|
$6.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
97,989
shares
|
$6.24 Million
0.04% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
97,817
shares
|
$6.23 Million
1.74% of portfolio
|
Q4 2020
Reduced 45.81%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
97,294
shares
|
$6.19 Million
0.19% of portfolio
|
Q4 2024
Reduced 26.58%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
96,365
shares
|
$6.13 Million
0.82% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
96,260
shares
|
$6.13 Million
1.06% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
96,070
shares
|
$6.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
95,706
shares
|
$6.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
95,549
shares
|
$6.08 Million
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
95,518
shares
|
$6.08 Million
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
93,621
shares
|
$5.96 Million
0.26% of portfolio
|
Q4 2022
Reduced 24.38%
|