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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
5,913
shares
|
$359,687
0.0% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,908
shares
|
$359,383
0.01% of portfolio
|
Q1 2025
Reduced 41.9%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
5,906
shares
|
$359,261
0.08% of portfolio
|
Q3 2021
Added 0.26%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
5,895
shares
|
$358,592
0.34% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,885
shares
|
$357,984
0.2% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,877
shares
|
$357,497
0.01% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,794
shares
|
$352,449
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,779
shares
|
$351,536
0.01% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
5,761
shares
|
$350,441
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,752
shares
|
$349,894
0.03% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,746
shares
|
$349,529
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,727
shares
|
$348,373
0.23% of portfolio
|
Q4 2024
Reduced 25.98%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
5,687
shares
|
$345,940
0.34% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
5,674
shares
|
$345,149
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$344,115
0.21% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,657
shares
|
$344,115
0.08% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
5,632
shares
|
$342,594
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,586
shares
|
$339,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
5,572
shares
|
$338,944
0.41% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
5,547
shares
|
$337,424
0.16% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,522
shares
|
$335,903
0.03% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,520
shares
|
$335,781
0.03% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
5,483
shares
|
$333,530
0.05% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
5,481
shares
|
$333,409
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,466
shares
|
$332,496
0.14% of portfolio
|
Q1 2025
Added 4.21%
|