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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,888
shares
|
$297,337
0.02% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
4,881
shares
|
$296,911
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,871
shares
|
$296,302
0.08% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,871
shares
|
$296,302
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
4,847
shares
|
$294,843
0.09% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,836
shares
|
$294,173
0.04% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
4,818
shares
|
$293,078
0.05% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
4,808
shares
|
$292,470
0.26% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,805
shares
|
$292,288
0.36% of portfolio
|
Q4 2021
Added 3.22%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,802
shares
|
$292,105
0.13% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
4,797
shares
|
$291,801
0.2% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,771
shares
|
$290,219
0.03% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
4,758
shares
|
$289,429
0.62% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,756
shares
|
$289,307
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,748
shares
|
$288,820
0.04% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,742
shares
|
$288,455
0.05% of portfolio
|
Q3 2023
Added 8.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,736
shares
|
$288,090
0.01% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
4,735
shares
|
$288,030
0.36% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
4,719
shares
|
$287,056
0.01% of portfolio
|
Q1 2025
Added 41.37%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
4,697
shares
|
$285,718
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,694
shares
|
$285,536
0.12% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
4,693
shares
|
$285,475
0.23% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
4,684
shares
|
$284,927
0.06% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
4,670
shares
|
$284,076
0.14% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
4,661
shares
|
$283,528
0.04% of portfolio
|
Q1 2025
New holding
|