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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,073
shares
|
$308,590
0.73% of portfolio
|
Q4 2022
Added 9.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
5,073
shares
|
$308,590
0.12% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
5,060
shares
|
$307,799
0.09% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,057
shares
|
$307,617
0.04% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
5,056
shares
|
$307,556
0.13% of portfolio
|
Q1 2025
Reduced 25.89%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,034
shares
|
$306,218
0.01% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
5,020
shares
|
$305,366
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,017
shares
|
$305,184
0.08% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
5,010
shares
|
$304,758
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
5,001
shares
|
$304,210
0.05% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
5,000
shares
|
$304,150
0.04% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$303,541
0.14% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
4,989
shares
|
$303,480
0.43% of portfolio
|
Q4 2023
Reduced 28.91%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
4,987
shares
|
$303,359
0.15% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,981
shares
|
$302,994
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
4,981
shares
|
$302,994
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
4,975
shares
|
$302,629
0.19% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
4,970
shares
|
$302,325
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
4,950
shares
|
$301,108
0.03% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
4,950
shares
|
$301,108
0.05% of portfolio
|
Q1 2025
Reduced 28.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,944
shares
|
$300,743
0.01% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,937
shares
|
$300,317
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,930
shares
|
$299,891
0.03% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
4,928
shares
|
$299,770
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,893
shares
|
$297,641
0.12% of portfolio
|
Q1 2025
Added 2.99%
|