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 |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
4,657
shares
|
$283,285
0.07% of portfolio
|
Q1 2025
Added 373.75%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,652
shares
|
$282,981
0.54% of portfolio
|
Q1 2024
Added 6.53%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
4,644
shares
|
$282,494
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
4,640
shares
|
$282,251
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
4,624
shares
|
$281,277
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
4,606
shares
|
$280,182
0.02% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
4,599
shares
|
$279,757
0.23% of portfolio
|
Q1 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,597
shares
|
$279,635
0.27% of portfolio
|
Q2 2022
Added 545.65%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
4,575
shares
|
$278,297
0.04% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
4,575
shares
|
$278,297
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,571
shares
|
$278,053
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,569
shares
|
$277,932
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,562
shares
|
$277,506
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,555
shares
|
$277,080
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
4,548
shares
|
$276,654
0.23% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$275,316
0.01% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
4,521
shares
|
$275,012
0.09% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
4,518
shares
|
$274,829
0.05% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,515
shares
|
$274,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,503
shares
|
$273,917
0.16% of portfolio
|
Q1 2025
Reduced 30.47%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
4,501
shares
|
$273,795
0.05% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
4,500
shares
|
$273,735
0.25% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
4,499
shares
|
$273,674
0.03% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
4,499
shares
|
$273,674
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
4,494
shares
|
$273,370
0.07% of portfolio
|
Q4 2024
Added 0.02%
|