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 2,086 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 $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
10,333
shares
|
$628,556
0.63% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
10,325
shares
|
$628,069
0.02% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
10,319
shares
|
$627,704
0.3% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
10,316
shares
|
$627,522
0.2% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
10,316
shares
|
$627,522
0.22% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
10,281
shares
|
$625,393
1.28% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
10,280
shares
|
$625,332
0.12% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,256
shares
|
$623,872
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
10,196
shares
|
$620,222
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
10,160
shares
|
$618,032
0.56% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
10,145
shares
|
$617,120
0.36% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,121
shares
|
$615,660
0.01% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
10,087
shares
|
$613,592
0.26% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
10,015
shares
|
$609,212
0.24% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
10,013
shares
|
$609,090
0.03% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
9,998
shares
|
$608,178
0.04% of portfolio
|
Q1 2025
Added 92.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
9,984
shares
|
$607,326
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,969
shares
|
$606,414
1.21% of portfolio
|
Q3 2023
Added 9.8%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,968
shares
|
$606,353
0.07% of portfolio
|
Q1 2025
Reduced 46.73%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
9,924
shares
|
$603,676
0.28% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
9,919
shares
|
$603,372
0.01% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
9,882
shares
|
$601,122
0.04% of portfolio
|
Q4 2024
Reduced 83.68%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
9,863
shares
|
$599,966
0.18% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
9,825
shares
|
$597,654
0.31% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
9,808
shares
|
$596,620
0.16% of portfolio
|
Q1 2025
Added 1.03%
|