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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,354
shares
|
$693,502
0.07% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
11,316
shares
|
$691,181
0.02% of portfolio
|
Q1 2025
Reduced 45.88%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,136
shares
|
$680,186
0.16% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
11,117
shares
|
$679,026
0.39% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
11,089
shares
|
$677,316
0.04% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,063
shares
|
$675,728
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
11,032
shares
|
$673,834
1.94% of portfolio
|
Q4 2022
Added 1.96%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
11,016
shares
|
$672,857
0.61% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
11,009
shares
|
$672,429
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,915
shares
|
$666,688
0.04% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,845
shares
|
$662,412
0.12% of portfolio
|
Q1 2024
Added 158.77%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
10,820
shares
|
$660,885
0.12% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,807
shares
|
$660,091
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
10,735
shares
|
$655,693
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,712
shares
|
$654,288
0.71% of portfolio
|
Q3 2023
Added 27.97%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
10,671
shares
|
$651,784
0.08% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,654
shares
|
$650,746
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
10,643
shares
|
$650,074
0.38% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
10,640
shares
|
$649,891
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,618
shares
|
$648,547
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
10,540
shares
|
$643,783
0.18% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,539
shares
|
$643,722
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,530
shares
|
$643,172
0.62% of portfolio
|
Q4 2017
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
10,488
shares
|
$640,607
0.06% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,475
shares
|
$639,813
1.09% of portfolio
|
Q2 2022
New holding
|