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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
18,371
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 26.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
18,282
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Added 48.01%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
18,165
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.85%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
18,056
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
18,000
shares
|
$1.14 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,990
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,941
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2022
Added 14.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
17,941
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,929
shares
|
$1.13 Million
0.55% of portfolio
|
Q4 2023
Reduced 9.61%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,912
shares
|
$1.13 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Westport Asset Management Inc
Southport, CT |
May 14, 2025 Q1 2025 |
17,772
shares
|
$1.12 Million
0.62% of portfolio
|
Q4 2022
Reduced 36.05%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
17,687
shares
|
$1.12 Million
0.28% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
17,639
shares
|
$1.12 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
17,636
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
17,542
shares
|
$1.11 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
17,266
shares
|
$1.09 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
17,248
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
17,235
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,228
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
17,114
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
17,105
shares
|
$1.08 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
May 15, 2025 Q1 2025 |
16,913
shares
|
$1.07 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,911
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2022
Reduced 10.35%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
16,898
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2025
Added 1463.18%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,770
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2023
Reduced 5.86%
|