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 2,093 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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
13,274
shares
|
$810,775
0.06% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
13,271
shares
|
$810,592
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
13,250
shares
|
$809,310
0.24% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,191
shares
|
$805,706
0.02% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,155
shares
|
$803,507
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
13,153
shares
|
$803,385
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
13,128
shares
|
$801,858
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
13,078
shares
|
$798,804
0.24% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,991
shares
|
$793,490
0.01% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
12,985
shares
|
$793,123
0.05% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
12,900
shares
|
$787,932
0.35% of portfolio
|
Q4 2024
Reduced 37.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
12,850
shares
|
$784,878
0.08% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$783,351
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
12,796
shares
|
$781,579
0.08% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
12,793
shares
|
$781,396
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
12,741
shares
|
$778,220
0.02% of portfolio
|
Q1 2025
Added 88.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,721
shares
|
$776,998
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
12,676
shares
|
$774,250
0.7% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
12,673
shares
|
$774,066
0.06% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,650
shares
|
$772,662
0.21% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
12,627
shares
|
$771,257
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
12,578
shares
|
$768,264
0.59% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
12,578
shares
|
$768,264
0.04% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
12,549
shares
|
$766,492
0.13% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
12,539
shares
|
$765,882
0.02% of portfolio
|
Q1 2025
Reduced 7.28%
|