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 2,090 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 |
|---|---|---|---|---|---|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
11,700
shares
|
$753,012
0.03% of portfolio
|
Q4 2021
Reduced 60.72%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,690
shares
|
$752,368
0.18% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
11,688
shares
|
$752,239
0.05% of portfolio
|
Q1 2025
Added 93.93%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
11,676
shares
|
$751,467
0.13% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,640
shares
|
$749,150
0.04% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
11,633
shares
|
$748,699
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
11,627
shares
|
$748,313
0.21% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
11,626
shares
|
$748,249
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
11,560
shares
|
$744,001
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,546
shares
|
$743,100
0.03% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
11,543
shares
|
$742,907
0.5% of portfolio
|
Q1 2025
Added 45.78%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
11,516
shares
|
$741,169
0.09% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
11,500
shares
|
$740,140
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,438
shares
|
$736,149
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
11,396
shares
|
$733,446
0.6% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
11,384
shares
|
$732,674
0.23% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,382
shares
|
$732,545
0.04% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
11,382
shares
|
$732,545
0.01% of portfolio
|
Q1 2025
Reduced 54.94%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,354
shares
|
$730,743
0.07% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
11,316
shares
|
$728,297
0.02% of portfolio
|
Q1 2025
Reduced 45.88%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
11,269
shares
|
$725,272
0.07% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,136
shares
|
$716,712
0.16% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
11,117
shares
|
$715,490
0.39% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
11,112
shares
|
$715,168
0.38% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
11,089
shares
|
$713,688
0.04% of portfolio
|
Q1 2025
Reduced 10.11%
|