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 2,089 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $65.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
34,159
shares
|
$2.16 Million
1.94% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
33,912
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 66.53%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
33,546
shares
|
$2.12 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
33,255
shares
|
$2.11 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
33,083
shares
|
$2.09 Million
1.59% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
33,046
shares
|
$2.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,046
shares
|
$2.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.56%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
33,000
shares
|
$2.09 Million
0.29% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
32,967
shares
|
$2.09 Million
0.1% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
32,885
shares
|
$2.08 Million
0.64% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
32,876
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
32,862
shares
|
$2.08 Million
0.52% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
32,838
shares
|
$2.08 Million
0.33% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
32,810
shares
|
$2.08 Million
0.03% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,416
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2023
Added 9.16%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
32,376
shares
|
$2.05 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
32,365
shares
|
$2.05 Million
0.22% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
32,245
shares
|
$2.04 Million
0.19% of portfolio
|
Q1 2025
Added 148.8%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
32,180
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
32,165
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
32,055
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2025
Added 58.96%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
32,027
shares
|
$2.03 Million
1.09% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,952
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
May 14, 2025 Q1 2025 |
31,755
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 45.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,626
shares
|
$2 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.0%
|