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 2,092 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 $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,155
shares
|
$846,655
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
13,153
shares
|
$846,527
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
13,128
shares
|
$844,918
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
13,106
shares
|
$843,502
0.31% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,991
shares
|
$836,100
0.01% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
12,900
shares
|
$830,244
0.35% of portfolio
|
Q4 2024
Reduced 37.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
12,850
shares
|
$827,026
0.08% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$825,417
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
12,796
shares
|
$823,550
0.08% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
12,793
shares
|
$823,357
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
12,778
shares
|
$822,392
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
12,741
shares
|
$820,010
0.02% of portfolio
|
Q1 2025
Added 88.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,721
shares
|
$818,723
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
12,676
shares
|
$815,827
0.7% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
12,673
shares
|
$815,634
0.06% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,650
shares
|
$814,154
0.21% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
12,628
shares
|
$812,738
0.14% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
12,578
shares
|
$809,520
0.04% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
12,539
shares
|
$807,010
0.02% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
12,477
shares
|
$803,019
0.09% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
May 07, 2025 Q1 2025 |
12,460
shares
|
$801,925
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,422
shares
|
$799,479
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
12,412
shares
|
$798,836
0.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$796,969
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
12,381
shares
|
$796,841
0.15% of portfolio
|
Q2 2025
Reduced 2.8%
|