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 $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
5,483
shares
|
$352,885
0.05% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,466
shares
|
$351,791
0.14% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,457
shares
|
$351,212
0.26% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,443
shares
|
$350,311
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,430
shares
|
$349,474
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,407
shares
|
$347,994
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
5,384
shares
|
$346,514
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,336
shares
|
$343,424
0.06% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,334
shares
|
$343,296
0.02% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
5,329
shares
|
$342,974
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
5,288
shares
|
$340,335
0.43% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
5,276
shares
|
$339,563
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,273
shares
|
$339,370
0.03% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
5,265
shares
|
$338,855
0.14% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,263
shares
|
$338,726
0.12% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
5,252
shares
|
$338,018
0.03% of portfolio
|
Q1 2025
Reduced 53.41%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
5,245
shares
|
$337,568
0.4% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,241
shares
|
$337,310
0.11% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
5,236
shares
|
$336,988
0.05% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,219
shares
|
$335,894
0.03% of portfolio
|
Q1 2025
Reduced 64.31%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$333,127
0.25% of portfolio
|
Q2 2023
Added 1.53%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
5,165
shares
|
$332,419
0.15% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$330,359
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,115
shares
|
$329,201
0.08% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
5,104
shares
|
$328,493
0.04% of portfolio
|
Q1 2025
Added 0.69%
|