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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
4,059
shares
|
$246,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
May 15, 2025 Q1 2025 |
4,050
shares
|
$246,361
0.01% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,047
shares
|
$246,179
0.04% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
4,042
shares
|
$245,874
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,028
shares
|
$245,023
0.03% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
4,018
shares
|
$244,414
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
4,018
shares
|
$244,414
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,009
shares
|
$243,867
0.01% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,005
shares
|
$243,624
0.02% of portfolio
|
Q1 2025
Reduced 88.1%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,000
shares
|
$243,320
0.17% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,982
shares
|
$242,225
0.06% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
3,978
shares
|
$241,981
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,975
shares
|
$241,799
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,969
shares
|
$241,434
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,967
shares
|
$241,312
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,957
shares
|
$240,704
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,951
shares
|
$240,339
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,932
shares
|
$239,183
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
3,928
shares
|
$238,940
0.02% of portfolio
|
Q1 2025
Reduced 32.6%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
3,928
shares
|
$238,940
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,918
shares
|
$238,331
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
3,904
shares
|
$237,480
0.22% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
3,900
shares
|
$237,237
0.0% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,881
shares
|
$236,081
0.12% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,875
shares
|
$235,716
0.94% of portfolio
|
Q3 2023
Added 7.1%
|