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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
15,623
shares
|
$988,935
0.03% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,601
shares
|
$987,543
0.02% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
15,559
shares
|
$984,884
0.44% of portfolio
|
Q1 2025
Reduced 49.62%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
15,556
shares
|
$984,694
0.46% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
15,428
shares
|
$976,592
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
15,413
shares
|
$975,642
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,372
shares
|
$973,047
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
15,328
shares
|
$970,262
0.96% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,294
shares
|
$968,110
0.84% of portfolio
|
Q4 2022
Added 12.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,279
shares
|
$967,160
0.02% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
15,180
shares
|
$960,894
0.93% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,151
shares
|
$959,058
0.19% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
15,080
shares
|
$954,564
0.08% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,001
shares
|
$949,563
0.01% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,981
shares
|
$948,297
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,895
shares
|
$942,853
0.1% of portfolio
|
Q1 2025
Added 38.88%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
14,891
shares
|
$942,600
0.02% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,845
shares
|
$939,688
0.16% of portfolio
|
Q2 2023
Added 36.01%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,833
shares
|
$938,928
0.04% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,825
shares
|
$938,422
0.2% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,810
shares
|
$937,473
0.05% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
14,809
shares
|
$937,409
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,771
shares
|
$935,004
0.02% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
14,762
shares
|
$934,434
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
14,731
shares
|
$932,472
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|