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 |
|---|---|---|---|---|---|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
9,104
shares
|
$585,933
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
9,018
shares
|
$580,398
0.02% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
9,010
shares
|
$579,883
0.51% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
9,004
shares
|
$579,497
0.01% of portfolio
|
Q1 2025
Reduced 34.46%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
8,973
shares
|
$577,502
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
8,931
shares
|
$574,799
0.06% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
8,917
shares
|
$573,898
0.04% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
8,868
shares
|
$570,744
0.11% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
8,853
shares
|
$569,779
0.12% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
8,845
shares
|
$569,264
0.27% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
8,837
shares
|
$568,749
0.18% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,836
shares
|
$568,684
0.52% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
8,787
shares
|
$565,531
0.06% of portfolio
|
Q1 2025
Reduced 86.6%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,785
shares
|
$565,402
0.11% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
8,727
shares
|
$561,669
0.04% of portfolio
|
Q1 2025
Reduced 48.22%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,722
shares
|
$561,347
0.22% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
8,722
shares
|
$561,347
0.01% of portfolio
|
Q1 2025
Reduced 85.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
8,719
shares
|
$561,154
0.06% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
8,695
shares
|
$559,610
0.01% of portfolio
|
Q1 2025
Reduced 80.2%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,688
shares
|
$559,159
0.06% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,662
shares
|
$557,486
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,634
shares
|
$555,684
0.04% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
8,610
shares
|
$554,139
0.17% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
8,609
shares
|
$554,075
0.02% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,589
shares
|
$552,788
0.19% of portfolio
|
Q1 2025
Reduced 29.26%
|