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 2,090 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 $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
4,319
shares
|
$287,904
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,316
shares
|
$287,704
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
May 15, 2025 Q1 2025 |
4,291
shares
|
$286,038
0.02% of portfolio
|
Q1 2025
Added 116.72%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
4,289
shares
|
$285,904
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
4,279
shares
|
$285,238
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,276
shares
|
$285,038
0.03% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
4,261
shares
|
$284,038
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$282,971
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,238
shares
|
$282,505
0.03% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
4,227
shares
|
$281,771
0.04% of portfolio
|
Q1 2025
Reduced 31.2%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
4,226
shares
|
$281,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
4,200
shares
|
$279,972
0.22% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,180
shares
|
$278,638
0.03% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,177
shares
|
$278,438
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
4,173
shares
|
$278,172
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,166
shares
|
$277,705
0.12% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
4,158
shares
|
$277,172
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
4,152
shares
|
$276,772
0.08% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
4,152
shares
|
$276,772
0.03% of portfolio
|
Q1 2025
Reduced 41.62%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
4,147
shares
|
$276,439
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
4,144
shares
|
$276,239
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
4,135
shares
|
$275,639
0.05% of portfolio
|
Q1 2025
Reduced 32.6%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,126
shares
|
$275,039
0.01% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
4,084
shares
|
$272,239
0.07% of portfolio
|
Q1 2025
Reduced 51.29%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,073
shares
|
$271,506
0.02% of portfolio
|
Q1 2025
New holding
|