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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
4,491
shares
|
$273,187
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,487
shares
|
$272,944
0.25% of portfolio
|
Q2 2023
Reduced 6.97%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,447
shares
|
$270,511
0.05% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
4,435
shares
|
$269,781
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,426
shares
|
$269,233
0.07% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
4,424
shares
|
$269,111
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
4,416
shares
|
$268,625
0.21% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,403
shares
|
$267,834
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
4,398
shares
|
$267,530
0.0% of portfolio
|
Q1 2025
Reduced 53.88%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,390
shares
|
$267,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
4,387
shares
|
$266,861
0.16% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
4,383
shares
|
$266,617
0.01% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,373
shares
|
$266,009
0.01% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
4,357
shares
|
$265,036
0.01% of portfolio
|
Q1 2025
Reduced 50.48%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
4,352
shares
|
$264,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
4,348
shares
|
$264,488
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
4,344
shares
|
$264,245
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,338
shares
|
$263,880
0.03% of portfolio
|
Q4 2024
Reduced 36.56%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
4,334
shares
|
$263,637
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
4,334
shares
|
$263,637
0.01% of portfolio
|
Q1 2025
Reduced 44.36%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
4,333
shares
|
$263,576
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,325
shares
|
$263,089
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,324
shares
|
$263,028
0.03% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,320
shares
|
$262,785
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
4,319
shares
|
$262,724
0.07% of portfolio
|
Q1 2025
New holding
|