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 $65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
42,619
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
42,459
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
Added 109.69%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
42,211
shares
|
$2.7 Million
0.06% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
42,150
shares
|
$2.69 Million
0.18% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
42,034
shares
|
$2.68 Million
0.14% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
41,860
shares
|
$2.67 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
41,599
shares
|
$2.66 Million
0.19% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
41,518
shares
|
$2.65 Million
3.07% of portfolio
|
Q2 2023
Reduced 9.98%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,514
shares
|
$2.65 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
41,395
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
41,157
shares
|
$2.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
40,815
shares
|
$2.61 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
40,735
shares
|
$2.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
40,683
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.64%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
40,648
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 23.1%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
40,594
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.84%
|
|
|
Mc Ginn Investment Management, Inc.
|
Feb 12, 2025 Q4 2024 |
40,521
shares
|
$2.59 Million
1.21% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
40,260
shares
|
$2.57 Million
0.74% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
40,179
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
40,039
shares
|
$2.56 Million
0.84% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
39,957
shares
|
$2.55 Million
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
39,657
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.22%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
39,618
shares
|
$2.53 Million
0.12% of portfolio
|
Q4 2024
Reduced 67.71%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
39,541
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
39,540
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2024
Added 15.35%
|