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 |
|---|---|---|---|---|---|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
6,842
shares
|
$416,198
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,833
shares
|
$415,651
0.04% of portfolio
|
Q4 2024
Reduced 89.64%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
6,833
shares
|
$415,651
0.0% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,778
shares
|
$412,305
0.02% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
6,773
shares
|
$412,001
0.0% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,756
shares
|
$410,967
0.06% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
6,756
shares
|
$410,967
0.37% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
6,741
shares
|
$410,055
0.08% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
6,731
shares
|
$409,446
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,721
shares
|
$408,838
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
6,720
shares
|
$408,777
0.08% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
6,712
shares
|
$408,290
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
6,598
shares
|
$401,356
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,548
shares
|
$398,314
0.36% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,541
shares
|
$397,889
0.7% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,516
shares
|
$396,368
0.04% of portfolio
|
Q3 2023
Reduced 72.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
6,505
shares
|
$395,699
0.04% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,500
shares
|
$395,395
0.22% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,490
shares
|
$394,786
0.0% of portfolio
|
Q1 2025
Reduced 66.75%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,489
shares
|
$394,725
0.29% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
6,468
shares
|
$393,448
0.28% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
6,436
shares
|
$391,501
0.06% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,400
shares
|
$389,312
0.16% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
6,386
shares
|
$388,460
0.19% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,363
shares
|
$387,061
0.13% of portfolio
|
Q1 2025
Reduced 0.39%
|