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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
8,524
shares
|
$518,514
0.01% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
8,524
shares
|
$518,514
0.26% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
8,522
shares
|
$518,393
0.07% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,507
shares
|
$517,480
0.09% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
8,466
shares
|
$514,986
0.06% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
8,403
shares
|
$511,154
0.03% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
8,382
shares
|
$509,877
0.06% of portfolio
|
Q1 2025
Reduced 36.45%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
8,381
shares
|
$509,816
0.07% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,359
shares
|
$508,477
0.18% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
8,350
shares
|
$507,930
0.28% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
8,332
shares
|
$506,835
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
8,297
shares
|
$504,706
0.29% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,295
shares
|
$504,584
0.67% of portfolio
|
Q3 2022
Added 3.75%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,257
shares
|
$502,273
0.01% of portfolio
|
Q1 2025
Added 55.38%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
8,254
shares
|
$502,090
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$501,847
0.19% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,237
shares
|
$501,056
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
8,234
shares
|
$500,874
0.08% of portfolio
|
Q1 2025
Added 69.74%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
8,225
shares
|
$500,326
0.53% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
8,215
shares
|
$499,718
0.03% of portfolio
|
Q1 2025
Reduced 40.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
8,136
shares
|
$494,912
0.06% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,132
shares
|
$494,669
0.45% of portfolio
|
Q1 2025
Reduced 31.4%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,111
shares
|
$493,392
0.09% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
8,074
shares
|
$491,141
0.05% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
8,043
shares
|
$489,255
0.07% of portfolio
|
Q1 2025
New holding
|