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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,457
shares
|
$331,949
0.26% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,443
shares
|
$331,097
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,430
shares
|
$330,306
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,407
shares
|
$328,907
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,336
shares
|
$324,588
0.06% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
5,334
shares
|
$324,467
0.02% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
5,329
shares
|
$324,163
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
5,288
shares
|
$321,669
0.43% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
5,276
shares
|
$320,939
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,273
shares
|
$320,756
0.03% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
5,266
shares
|
$320,330
0.02% of portfolio
|
Q1 2025
Reduced 50.26%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
5,265
shares
|
$320,269
0.14% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
5,252
shares
|
$319,479
0.03% of portfolio
|
Q1 2025
Reduced 53.41%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
5,245
shares
|
$319,053
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
|
$318,810
0.11% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
5,236
shares
|
$318,505
0.05% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,219
shares
|
$317,471
0.03% of portfolio
|
Q1 2025
Reduced 64.31%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$314,856
0.25% of portfolio
|
Q2 2023
Added 1.53%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,173
shares
|
$314,673
0.04% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
5,165
shares
|
$314,186
0.15% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$312,240
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
5,127
shares
|
$311,875
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
5,104
shares
|
$310,476
0.04% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
5,100
shares
|
$310,233
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
5,077
shares
|
$308,833
0.16% of portfolio
|
Q1 2025
Reduced 0.45%
|