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 |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
14,000
shares
|
$886,200
0.28% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,995
shares
|
$885,883
0.08% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,985
shares
|
$885,250
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
13,978
shares
|
$884,807
0.01% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
13,915
shares
|
$880,819
0.02% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,875
shares
|
$878,287
0.07% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,869
shares
|
$877,907
0.04% of portfolio
|
Q1 2025
Reduced 35.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,839
shares
|
$876,008
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,824
shares
|
$875,059
0.01% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
13,818
shares
|
$874,679
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
13,777
shares
|
$872,084
0.22% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,774
shares
|
$871,894
0.03% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
13,719
shares
|
$868,412
0.45% of portfolio
|
Q2 2022
Reduced 0.49%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
13,686
shares
|
$866,323
0.1% of portfolio
|
Q1 2025
Added 118.07%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,673
shares
|
$865,500
0.09% of portfolio
|
Q4 2023
Reduced 10.62%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
13,664
shares
|
$864,931
0.52% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,568
shares
|
$858,854
0.34% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,511
shares
|
$855,246
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
13,489
shares
|
$853,853
0.07% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,422
shares
|
$849,612
0.02% of portfolio
|
Q1 2025
Reduced 71.59%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
13,365
shares
|
$846,004
0.26% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
13,297
shares
|
$841,700
0.01% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
13,274
shares
|
$840,244
0.06% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
13,271
shares
|
$840,054
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
13,250
shares
|
$838,725
0.24% of portfolio
|
Q4 2024
Added 3.72%
|