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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
3,875
shares
|
$235,716
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
3,871
shares
|
$235,472
0.08% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,854
shares
|
$234,438
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,847
shares
|
$234,013
0.07% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,844
shares
|
$233,830
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,843
shares
|
$233,769
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
May 08, 2025 Q1 2025 |
3,842
shares
|
$233,708
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
3,838
shares
|
$233,465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
3,828
shares
|
$232,857
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,822
shares
|
$232,492
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,810
shares
|
$231,762
0.01% of portfolio
|
Q1 2025
Reduced 48.14%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,805
shares
|
$231,458
0.01% of portfolio
|
Q4 2023
Reduced 8.09%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,798
shares
|
$231,032
0.03% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
3,793
shares
|
$230,728
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,789
shares
|
$230,484
0.04% of portfolio
|
Q1 2025
Reduced 59.76%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
3,784
shares
|
$230,180
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
3,780
shares
|
$229,937
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,776
shares
|
$229,694
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,760
shares
|
$228,720
0.05% of portfolio
|
Q1 2025
Reduced 32.46%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
3,759
shares
|
$228,659
0.09% of portfolio
|
Q1 2025
Added 41666.67%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,752
shares
|
$228,234
0.09% of portfolio
|
Q1 2025
Reduced 89.83%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
3,705
shares
|
$225,375
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
3,701
shares
|
$225,131
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,698
shares
|
$224,949
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,687
shares
|
$224,280
0.08% of portfolio
|
Q1 2025
New holding
|