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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,024
shares
|
$488,099
0.03% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,014
shares
|
$487,491
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
8,000
shares
|
$486,640
0.2% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
7,988
shares
|
$485,910
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,984
shares
|
$485,666
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
7,968
shares
|
$484,693
0.05% of portfolio
|
Q1 2025
Reduced 72.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,913
shares
|
$481,347
0.01% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,908
shares
|
$481,043
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
7,893
shares
|
$480,131
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,890
shares
|
$479,948
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
7,865
shares
|
$478,427
0.01% of portfolio
|
Q1 2025
Reduced 70.49%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
7,848
shares
|
$477,393
0.01% of portfolio
|
Q3 2023
Reduced 64.72%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
7,822
shares
|
$475,812
0.07% of portfolio
|
Q1 2025
Added 28.74%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
7,820
shares
|
$475,690
0.57% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
7,809
shares
|
$475,021
0.15% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,800
shares
|
$474,474
0.0% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,764
shares
|
$472,284
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,740
shares
|
$470,824
0.04% of portfolio
|
Q1 2025
Added 31.16%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
7,722
shares
|
$469,729
0.03% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
7,674
shares
|
$466,809
0.08% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,608
shares
|
$462,794
0.06% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
7,598
shares
|
$462,186
0.33% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
7,590
shares
|
$461,699
0.08% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
7,500
shares
|
$456,225
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,451
shares
|
$453,244
0.13% of portfolio
|
Q1 2025
New holding
|