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 |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
9,771
shares
|
$628,861
0.01% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
9,715
shares
|
$625,257
0.34% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$625,128
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,695
shares
|
$623,970
0.04% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
9,560
shares
|
$615,281
0.06% of portfolio
|
Q1 2025
Added 32.39%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,548
shares
|
$614,509
0.1% of portfolio
|
Q2 2025
Added 135.11%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
9,541
shares
|
$614,058
0.27% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
9,541
shares
|
$614,058
0.04% of portfolio
|
Q1 2025
Added 131.69%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
9,450
shares
|
$608,202
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
9,449
shares
|
$608,137
0.07% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
9,422
shares
|
$606,399
0.13% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
9,419
shares
|
$606,206
0.02% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9,415
shares
|
$605,949
0.02% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
9,400
shares
|
$604,984
0.31% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,381
shares
|
$603,761
0.02% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
9,375
shares
|
$603,375
0.22% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
9,359
shares
|
$602,345
0.17% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
9,297
shares
|
$598,354
0.13% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,255
shares
|
$595,651
0.96% of portfolio
|
Q3 2022
Reduced 90.53%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,179
shares
|
$590,760
0.35% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,146
shares
|
$588,636
0.02% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
9,125
shares
|
$587,285
0.05% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,124
shares
|
$587,220
0.02% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,115
shares
|
$586,641
0.12% of portfolio
|
Q3 2024
Reduced 47.91%
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,105
shares
|
$585,997
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|