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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
16,742
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
16,728
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
16,707
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
16,698
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
16,687
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,679
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
16,674
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,550
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
16,540
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
16,537
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
16,505
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
16,451
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
16,345
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
16,235
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 83.0%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
16,150
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 46.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,108
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
16,092
shares
|
$1.02 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,082
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,035
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
16,031
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,998
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
15,982
shares
|
$1.01 Million
1.04% of portfolio
|
Q1 2025
Added 41.71%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
15,764
shares
|
$997,861
0.77% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
15,711
shares
|
$994,506
1.85% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
15,630
shares
|
$989,379
0.69% of portfolio
|
Q4 2024
Added 0.46%
|