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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
52,360
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
52,150
shares
|
$3.32 Million
1.43% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
52,136
shares
|
$3.32 Million
0.48% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
51,770
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
51,674
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
50,878
shares
|
$3.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
50,209
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.83%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
49,083
shares
|
$3.12 Million
0.46% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
49,059
shares
|
$3.12 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
49,042
shares
|
$3.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 45.71%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
48,997
shares
|
$3.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.48%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
48,237
shares
|
$3.07 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
47,930
shares
|
$3.05 Million
0.43% of portfolio
|
Q4 2022
Added 19.8%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
47,910
shares
|
$3.05 Million
0.69% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
47,784
shares
|
$3.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,608
shares
|
$3.03 Million
0.41% of portfolio
|
Q3 2022
Reduced 27.27%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
47,607
shares
|
$3.03 Million
1.25% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
47,491
shares
|
$3.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
47,310
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
47,299
shares
|
$3.01 Million
0.12% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
47,248
shares
|
$3.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
47,234
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
47,174
shares
|
$3 Million
0.32% of portfolio
|
Q3 2022
Added 2.5%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
47,151
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Added 75.64%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
46,252
shares
|
$2.94 Million
0.08% of portfolio
|
Q4 2024
New holding
|