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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,682
shares
|
$245,442
0.12% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3,653
shares
|
$243,508
0.26% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
3,652
shares
|
$243,442
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
3,625
shares
|
$241,642
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,623
shares
|
$241,509
0.03% of portfolio
|
Q4 2021
Reduced 5.23%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,620
shares
|
$241,309
0.46% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
3,603
shares
|
$240,175
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,598
shares
|
$239,842
0.13% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,596
shares
|
$239,709
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,590
shares
|
$239,309
0.02% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
3,580
shares
|
$238,642
0.07% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,580
shares
|
$238,642
0.1% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,565
shares
|
$237,642
0.16% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
3,560
shares
|
$237,309
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,557
shares
|
$237,109
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,556
shares
|
$237,042
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
3,553
shares
|
$236,842
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,548
shares
|
$236,509
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,540
shares
|
$235,976
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
3,525
shares
|
$234,976
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,518
shares
|
$234,509
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,504
shares
|
$233,576
0.06% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
3,500
shares
|
$233,310
0.03% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,493
shares
|
$232,843
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,492
shares
|
$232,776
0.02% of portfolio
|
Q1 2025
New holding
|