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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
6,387
shares
|
$411,067
0.15% of portfolio
|
Q2 2025
Added 27.23%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,363
shares
|
$409,522
0.13% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
6,330
shares
|
$407,398
0.04% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,318
shares
|
$406,626
0.35% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,276
shares
|
$403,923
0.05% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
6,260
shares
|
$402,893
0.03% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
6,253
shares
|
$402,443
0.03% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,199
shares
|
$398,967
0.05% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
6,192
shares
|
$398,517
0.23% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
6,189
shares
|
$398,324
0.36% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
6,179
shares
|
$397,680
0.12% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
6,175
shares
|
$397,423
0.05% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,147
shares
|
$395,620
0.02% of portfolio
|
Q1 2025
Reduced 95.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,125
shares
|
$394,205
0.01% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,088
shares
|
$391,823
0.05% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,088
shares
|
$391,823
0.2% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
6,056
shares
|
$389,764
0.03% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
6,055
shares
|
$389,699
0.1% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
6,035
shares
|
$388,412
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
6,009
shares
|
$386,739
0.09% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
6,000
shares
|
$386,160
0.11% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
6,000
shares
|
$386,160
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
5,967
shares
|
$384,036
0.29% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,956
shares
|
$383,328
0.01% of portfolio
|
Q2 2024
Added 44.46%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,945
shares
|
$382,620
0.05% of portfolio
|
Q1 2025
Added 5.99%
|