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 |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,608
shares
|
$489,650
0.06% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
7,598
shares
|
$489,007
0.33% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,378
shares
|
$474,848
0.03% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,370
shares
|
$474,333
0.01% of portfolio
|
Q2 2025
Added 69.35%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,353
shares
|
$473,239
0.1% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
7,339
shares
|
$472,338
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,327
shares
|
$471,565
0.02% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$471,115
0.27% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,302
shares
|
$469,956
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
7,248
shares
|
$466,481
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
7,234
shares
|
$465,580
0.04% of portfolio
|
Q1 2025
Added 36.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
7,217
shares
|
$464,486
0.03% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,192
shares
|
$462,877
0.04% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,156
shares
|
$460,560
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,100
shares
|
$456,956
0.06% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
7,023
shares
|
$452,000
0.47% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,011
shares
|
$451,227
0.05% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
6,950
shares
|
$447,302
0.33% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
6,923
shares
|
$445,564
0.52% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
6,917
shares
|
$445,178
0.09% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,903
shares
|
$444,277
0.09% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,879
shares
|
$442,732
0.46% of portfolio
|
Q2 2022
Added 5.28%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
6,871
shares
|
$442,217
0.05% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,868
shares
|
$442,024
0.28% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,864
shares
|
$441,767
0.18% of portfolio
|
Q3 2023
New holding
|