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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$783,843
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
12,381
shares
|
$783,717
0.15% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
12,371
shares
|
$783,084
0.23% of portfolio
|
Q1 2025
Added 166.79%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
12,348
shares
|
$781,628
0.09% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
12,341
shares
|
$781,185
0.08% of portfolio
|
Q1 2025
Added 62.96%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
12,272
shares
|
$776,817
0.03% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,266
shares
|
$776,437
0.03% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,191
shares
|
$771,690
0.04% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
12,169
shares
|
$770,297
0.18% of portfolio
|
Q1 2025
Reduced 62.92%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
12,055
shares
|
$763,081
1.23% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
12,053
shares
|
$762,954
0.11% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
12,052
shares
|
$762,891
0.03% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
12,025
shares
|
$761,182
0.5% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
12,023
shares
|
$761,055
0.03% of portfolio
|
Q1 2025
Added 76.65%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
12,015
shares
|
$760,549
0.03% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
12,008
shares
|
$760,106
0.38% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
12,000
shares
|
$759,600
0.26% of portfolio
|
Q2 2019
Reduced 20.0%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
11,994
shares
|
$759,220
0.1% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
11,955
shares
|
$756,751
0.09% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
11,951
shares
|
$756,498
0.34% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
11,873
shares
|
$751,560
0.12% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,850
shares
|
$750,105
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
11,848
shares
|
$749,978
0.08% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
11,810
shares
|
$747,573
0.07% of portfolio
|
Q1 2025
Added 56.92%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,787
shares
|
$746,117
0.09% of portfolio
|
Q1 2025
Added 0.86%
|